BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 418,871 $81.9M 0.01% -6,862 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 287,799 $56.2M <0.01% +89,712 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 204,471 $40M 0.12% -6,754 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 120,264 $23.5M 0.1% -3,497 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 117,898 $23M 0.01% +795 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 98,687 $19.3M 0.12% +26,939 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 97,643 $19.1M 2.23% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 95,396 $18.6M <0.01% +5,659 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 86,298 $16.9M 0.03% -4,559 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 91,791 $16.6M 0.05% +45,892 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 82,247 $16.1M 0.43% -1,456 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 68,522 $13.4M <0.01% -7,006 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 67,143 $13.1M 0.79% +12,086 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 59,430 $11.6M 0.01% -1,315 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 57,957 $11.3M 1.93% -276 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 55,783 $10.9M 0.22% +7,034 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 50,160 $9.8M 1.3% -122 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 46,658 $9.12M <0.01% -1,160 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 43,930 $8.59M +3,298 Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 42,835 $8.37M 0.74% -528 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 37,908 $7.41M 0.07% +421 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 33,847 $6.61M <0.01% +2,601 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 32,275 $6.31M 0.01% -1,337 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 28,883 $5.64M 0.01% -67 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 26,233 $5.13M <0.01% 0 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 26,196 $5.12M 0.2% +2,029 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 25,801 $5.04M 0.03% -1,297 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,540 $4.99M <0.01% +13,856 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 25,260 $4.94M 1.06% -64 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 25,100 $4.91M 0.66% -5,083 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 21,923 $4.28M 0.13% +19,899 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 21,241 $4.15M -17,579 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,883 $4.08M <0.01% +142 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 19,788 $3.87M <0.01% +953 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 18,520 $3.62M <0.01% -4,835 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 17,352 $3.39M 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,981 $3.32M <0.01% -1,279 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,829 $3.29M 0.04% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 15,359 $3M 0.27% -134 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 15,218 $2.97M 1% +677 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,129 $2.96M 0.31% -797 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 14,800 $2.89M <0.01% -9,800 13F-HR Timeline Group LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 14,363 $2.8M 1.43% -87 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,211 $2.78M <0.01% +263 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 14,206 $2.78M 1.06% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 14,040 $2.74M 0.49% -47 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,970 $2.73M 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,113 $2.56M 0.02% +2 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,343 $2.41M <0.01% +2,195 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,903 $2.33M <0.01% -609 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,666 $2.28M 0.07% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,557 $2.26M 0.02% +559 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 11,250 $2.2M 0.34% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,547 $2.06M <0.01% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 10,459 $2.04M -2,172 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,381 $1.83M 0.02% -492 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,927 $1.74M <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,860 $1.73M <0.01% +147 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,846 $1.73M <0.01% -64 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,393 $1.64M 0.13% -56 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,379 $1.64M 0.09% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 7,893 $1.54M 0.05% -381 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 7,494 $1.46M 0.19% 0 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,436 $1.45M 0.02% +122 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,789 $1.33M 0.07% -1,234 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,650 $1.3M <0.01% +111 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,380 $1.25M <0.01% -795 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 5,929 $1.16M 0.96% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 5,624 $1.1M 0.57% +427 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 5,544 $1.08M 0.37% -448 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,464 $1.07M 0.14% -3 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,324 $1.04M <0.01% +375 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 5,318 $1.04M 0.03% -1,064 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 5,279 $1.03M 0.19% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,523 $884K <0.01% -91,106 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,448 $869K <0.01% -444 13F-HR Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,296 $840K 0.54% -31 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,244 $829K <0.01% 0 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,194 $820K 0.32% -135 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,103 $802K 0.01% +7 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,094 $800K 0.01% +14 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,055 $793K <0.01% -18 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,713 $726K 0.04% -255 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 3,613 $706K 0.48% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,415 $668K <0.01% -254 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,406 $666K <0.01% +57 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,230 $632K -119 Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 3,231 $631K 0.48% -378 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,212 $628K <0.01% +555 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,173 $620K 0.03% -45 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,098 $605K 0.07% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,856 $558K <0.01% 0 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,800 $547K 0.35% +57 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 2,765 $540K 0.1% -45 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,742 $535K 0.18% +92 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,740 $535K 0.02% 0 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,668 $521K 0.33% +10 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,666 $521K 0.03% +10 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,600 $508K 0.13% +1,238 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,528 $494K 0.01% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 2,527 $494K 0.21% +37 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,508 $490K 0.01% +146 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,285 $447K 0.02% +235 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,228 $435K <0.01% +389 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,230 $432K 0.01% -277 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,018 $404K 0.02% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,061 $403K 0.15% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,060 $403K 0.03% +1 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,049 $400K <0.01% +1 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,052 $398K <0.01% -589 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,020 $395K -2,992 Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,964 $384K 0.08% -158 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,965 $382K 0.17% +272 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,945 $380K 0.01% +17 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,903 $372K <0.01% -100 13F-HR/A Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,854 $367K 0.02% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,874 $366K 0.01% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,868 $365K 0.05% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,861 $364K <0.01% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,738 $340K 0.02% 0 13F-HR 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 1,733 $339K <0.01% +2 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,697 $332K 0.01% -60 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,670 $326K 0.09% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,665 $325K 0.26% -88 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,628 $318K <0.01% -7 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,596 $312K 0.09% -816 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,590 $311K 0.01% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,500 $293K 0.03% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,481 $289K 0.02% +216 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,426 $279K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,388 $271K <0.01% +70 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,365 $267K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,365 $267K <0.01% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,348 $267K 0.06% +149 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,326 $259K <0.01% +101 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,270 $248K <0.01% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,238 $242K 0.03% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,228 $240K 0.05% -221 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,129 $221K 0.01% -24 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,129 $221K <0.01% -24 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,114 $218K <0.01% new 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,070 $209K 0.04% 0 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,033 $202K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 888 $174K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 875 $171K <0.01% +619 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 808 $158K <0.01% +1 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 802 $157K 0.02% -58 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 772 $151K 0.01% +3 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 765 $150K <0.01% -64 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 757 $148K <0.01% new 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 670 $131K 0.1% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 609 $119K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 541 $106K 0.01% new 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/ 435 $84.8K <0.01% -30 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 421 $82.3K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 383 $74.9K <0.01% 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 339 $66.3K 0.05% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 224 $43.8K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 208 $40.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 191 $37.3K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 186 $36.4K <0.01% new 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 184 $36K 0.01% -75 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 159 $31.1K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 140 $27.4K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 140 $27.4K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 126 $24.3K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 111 $21.7K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110 $21.5K <0.01% +80 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 107 $20.9K -60 Timeline EASTERN BANK More: the full row for EASTERN BANK 96 $18.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 86 $16.8K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 80 $15.6K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 50 $9.77K <0.01% +10 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 50 $9.77K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 48 $9.42K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 42 $8.21K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 40 $7.82K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 39 $7.62K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 35 $6.84K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 34 $6.64K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 33 $6.45K <0.01% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 20 $3.91K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 16 $3.13K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 15 $3K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 15 $2.93K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13 $2.54K <0.01% -25 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 5 $977 <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1 $217 <0.01% 0 13F-HR Timeline