BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 305,368 $69.9M 0.01% -8,234 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 223,062 $51.1M <0.01% +3,207 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 168,587 $38.6M 0.15% -2,791 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 114,799 $26.3M 0.05% +440 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 99,042 $22.7M 0.03% -3,584 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 82,375 $18.9M 2.32% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 75,467 $17.2M <0.01% +10,153 13F-HR/A Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 74,008 $17M 3.3% +1,184 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 73,438 $16.8M <0.01% +8,279 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 71,395 $16.4M 0.08% +57,703 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 66,964 $15.3M 1.79% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 62,712 $14.4M <0.01% -1,220 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 52,285 $12.3M 0.08% +44,410 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 53,716 $12.3M +10,887 Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 46,580 $10.7M 0.52% +8,219 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 45,379 $10.4M +10,568 Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 41,701 $9.55M 1.83% +705 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,806 $9.35M 0.02% +368 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,237 $9.22M <0.01% -2,082 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 38,082 $8.72M 0.01% +562 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 35,458 $8.12M +9,553 Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 34,553 $7.91M 0.03% -14 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 33,733 $7.73M 1.24% +544 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 33,726 $7.72M 0.06% +84 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 33,690 $7.72M 0.17% +14,066 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 33,642 $7.71M 0.83% +80 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 31,614 $7.24M 0.1% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,532 $7.22M 0.01% +27,024 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 28,675 $6.57M <0.01% +10,790 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 27,564 $6.31M 0.02% -2,621 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 27,338 $6.26M 0.05% -14,816 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 24,847 $5.69M 2.12% +21,910 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,517 $5.62M 0.01% -3,403 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 22,236 $5.09M 0.82% -416 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 21,488 $4.92M <0.01% +1,189 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 19,669 $4.53M 0.01% +807 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 17,153 $4.52M 0.9% +1 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 18,550 $4.33M 3.43% +26 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 17,079 $3.91M 0.04% -102 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 16,806 $3.85M 0.52% +152 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 17,359 $3.81M 0.58% -6,754 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 16,594 $3.8M 1.65% +765 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 14,405 $3.3M 0.02% -214 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 14,125 $3.24M +44 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,688 $3.14M <0.01% +440 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,282 $3.04M 0.11% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 12,732 $2.92M 1.16% +1,781 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 11,911 $2.73M 0.03% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,675 $2.67M 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,532 $2.64M 0.03% +171 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 11,116 $2.55M 0.49% +607 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,065 $2.53M 0.19% -917 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,863 $2.49M 0.03% +127 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 10,213 $2.34M 0.07% +1,023 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,437 $2.29M <0.01% -1,297 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,930 $2.27M 0.01% -442 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,781 $2.24M <0.01% +52 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,606 $2.2M 0.02% +173 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 9,482 $2.17M 0.82% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,380 $2.15M 0.01% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,207 $2.11M <0.01% +1,314 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,065 $2.08M <0.01% -231 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,860 $2.03M 0.04% +639 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 7,910 $1.81M 0.8% -2,123 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,346 $1.68M <0.01% -683 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 7,214 $1.58M 0.93% +1,092 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,703 $1.54M <0.01% +147 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,207 $1.42M <0.01% +25 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,465 $1.25M <0.01% -15,784 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,422 $1.24M 0.06% -219 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,229 $1.2M 0.01% -74 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,099 $1.17M 0.03% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,023 $1.15M <0.01% +1,824 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,808 $1.1M 0.1% -59 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,789 $1.1M 0.04% new 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,209 $964K 0.28% +14 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,135 $947K <0.01% +73 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,999 $916K <0.01% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,958 $907K +1,380 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,804 $871K <0.01% +80 13F-HR/A Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,830 $841K 0.03% 0 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,507 $803K 0.03% -3,520 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 3,484 $798K 0.39% -27 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,446 $789K 0.01% -90 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,991 $783K 0.02% -7 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,407 $780K 0.05% -262 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,415 $766K <0.01% +1,857 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,320 $760K <0.01% -395 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,319 $760K 0.02% +3,087 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,238 $742K 0.63% +44 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,000 $687K <0.01% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,973 $681K 0.03% -2,480 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,921 $669K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,861 $655K 0.01% +230 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,759 $632K 0.46% -18 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,511 $575K 0.01% +9 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,475 $567K 0.25% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,444 $560K <0.01% +411 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,399 $549K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,348 $538K 0.03% +327 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 2,224 $509K 0.45% -25 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 2,168 $497K 0.03% +3 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,128 $487K 0.01% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,814 $471K 0.19% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,029 $465K 0.01% +3 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,884 $432K <0.01% +584 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,845 $422K 0.05% -345 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,764 $407K <0.01% +873 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,690 $387K 0.25% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,675 $384K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,664 $381K 0.12% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,651 $378K 0.02% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,645 $377K 0.14% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,596 $366K 0.11% +35 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,558 $357K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,546 $354K 0.02% -41 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,538 $352K 0.04% 0 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 1,521 $348K 0.12% -353 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,502 $344K 0.15% new 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,468 $336K 0.04% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,460 $334K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,447 $331K 0.3% -153 13F-HR/A Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,417 $324K <0.01% +1 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,407 $322K 0.03% +84 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,375 $315K 0.31% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,373 $314K 0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,320 $302K <0.01% +262 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,300 $298K 0.16% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,251 $287K <0.01% -45 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,250 $286K 0.07% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,208 $277K 0.09% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,134 $260K 0.1% +108 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,132 $259K 0.01% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,130 $259K 0.04% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,115 $255K 0.01% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,102 $252K 0.03% -40 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,097 $251K <0.01% +5 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,093 $250K 0.01% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,089 $249K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,055 $242K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,049 $240K <0.01% -5 13F-HR Timeline Group Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 1,032 $236K 0.12% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,031 $236K 0.02% +12 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,003 $230K 0.09% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 953 $218K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 946 $217K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 941 $216K 0.11% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 937 $215K <0.01% new 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 912 $209K 0.23% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 886 $203K <0.01% +525 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 884 $202K 0.05% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 877 $201K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 838 $192K <0.01% -483 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 829 $190K <0.01% +2 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 829 $190K 0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 776 $178K 0.1% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 689 $158K <0.01% +97 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 680 $156K <0.01% -633 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 654 $150K <0.01% 0 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 620 $142K 0.05% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 593 $136K 0.09% -274 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 572 $131K 0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 570 $131K <0.01% -33 13F-HR Timeline City State Bank More: the full row for City State Bank 519 $119K 0.03% -17 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 500 $115K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 497 $114K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 482 $110K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 424 $97.1K <0.01% new 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 407 $93.2K 0.03% -9 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 380 $87K 0.01% +305 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 310 $71K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 305 $69.9K 0.05% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 300 $68.7K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 298 $68.3K 0.02% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 290 $66.4K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 277 $63.4K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 267 $61.1K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 200 $45.8K <0.01% 0 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 191 $43.7K <0.01% 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 151 $34.7K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 135 $30.9K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 129 $29.5K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 116 $26.5K <0.01% +1 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 102 $23.4K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 72 $16.5K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 64 $14.7K <0.01% -32 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 60 $13.7K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 54 $12.4K <0.01% -89 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 48 $11K 0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 45 $10.3K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. 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