BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 386,721 $53.8M <0.01% -46,914 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 186,497 $25.9M 0.1% +13,719 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 150,323 $20.9M <0.01% +18,166 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 117,989 $16.4M 0.01% +6,418 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 96,520 $13.4M 0.03% +4,474 13F-HR/A Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 88,750 $12.3M 0.44% +3,991 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 79,621 $11.1M <0.01% -5,659 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 57,184 $7.95M 1.69% +78 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 54,256 $7.55M 0.07% +107 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 52,804 $7.34M 1.13% -978 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 51,294 $7.13M 1.31% -7,604 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 48,230 $6.71M 0.05% -2,254 13F-HR/A Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 43,992 $6.12M 0.68% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 40,889 $5.69M 0.15% +20,483 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,461 $5.49M <0.01% +12,201 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 38,953 $5.42M 0.07% +2,160 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 38,611 $5.37M +373 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 36,596 $5.09M 0.01% +436 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 30,514 $4.24M <0.01% +1,278 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 27,497 $3.82M <0.01% +9,837 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 27,104 $3.77M 0.03% +4,887 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 25,182 $3.5M <0.01% +149 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,170 $3.22M <0.01% -1,501 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 22,664 $3.15M <0.01% -4,079 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,695 $2.88M 0.02% +4,772 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,180 $2.81M <0.01% -165 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 18,513 $2.57M 0.12% +72 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 18,500 $2.57M <0.01% -3,585 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 17,355 $2.41M 0.03% -1,700 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 17,312 $2.41M 0.01% -1,350 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 16,717 $2.33M 0.26% +70 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 15,772 $2.19M <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,705 $2.18M 0.01% +50 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 15,116 $2.1M 0.47% +962 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 14,859 $2.07M 0.46% +488 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 14,819 $2.06M 0.86% -2,206 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,745 $2.05M +1,330 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,439 $2.01M <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,851 $1.79M 0.03% +1 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,849 $1.79M <0.01% -11 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 12,555 $1.75M 1.02% +344 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,293 $1.57M 0.17% +1,018 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 11,250 $1.56M 0.31% 0 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 11,143 $1.55M 0.12% +330 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,215 $1.42M <0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,194 $1.42M <0.01% -2,831 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,169 $1.27M <0.01% -2,293 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,963 $1.25M <0.01% +177 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,517 $1.18M 0.02% +338 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 8,231 $1.14M 0.15% +232 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,104 $1.13M 0.11% +84 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 8,023 $1.12M 0.07% -1,793 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 7,971 $1.11M 0.31% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,943 $1.1M <0.01% 0 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 7,661 $1.07M 0.18% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,551 $911K 0.02% +177 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 6,255 $870K 0.03% -390 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 6,079 $846K 0.06% 0 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 6,034 $839K 0.39% new 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 5,929 $825K 0.72% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,918 $823K <0.01% +5 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,189 $722K <0.01% +3,629 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,088 $708K <0.01% +1,493 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,994 $695K <0.01% +1,587 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,976 $692K 0.34% -2,862 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,656 $678K <0.01% -386 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 4,805 $668K 0.17% +411 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,710 $655K <0.01% -999 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,707 $655K 0.01% -52 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,655 $647K 0.05% +100 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 4,621 $643K 0.27% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 4,297 $621K 0.16% -1,962 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,435 $617K 0.53% -2 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,377 $609K <0.01% -19,681 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) 4,318 $601K 0.02% -7,889 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 4,318 $601K 0.02% +2 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,159 $578K <0.01% -87 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,946 $549K 0.04% +170 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,816 $531K <0.01% -60 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,779 $526K 0.01% +7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,479 $484K 0.03% -15,254 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,408 $474K 0.01% -116 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,275 $456K 0.02% -64 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,227 $449K <0.01% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,156 $439K <0.01% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,098 $431K 0.11% -350 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,011 $419K 0.12% -18 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,966 $413K <0.01% -828 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,847 $396K <0.01% +25 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 2,754 $383K 0.09% +43 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,740 $381K 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,654 $369K <0.01% +492 13F-HR/A Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,616 $364K 0.03% +10 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,556 $355K 0.13% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,528 $352K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,518 $350K 0.02% -19 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,510 $349K 0.12% -493 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 2,505 $348K 0.24% -1,563 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,409 $335K <0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,398 $334K <0.01% -211 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,298 $323K 0.01% +393 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,100 $292K 0.03% 0 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 2,093 $291K <0.01% +193 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,037 $283K <0.01% +83 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,959 $272K 0.05% +184 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,933 $269K 0.03% -87 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,854 $269K 0.02% -100 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,903 $265K <0.01% -1,851 13F-HR/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,867 $260K 0.01% +6 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,750 $243K <0.01% +172 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 1,738 $242K 0.01% 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 1,710 $238K <0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,670 $232K 0.08% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,511 $210K <0.01% +639 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,494 $208K <0.01% -8 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,472 $205K 0.01% -216 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,236 $172K <0.01% +5 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,136 $158K 0.01% +5 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,134 $158K <0.01% 0 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,038 $144K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 950 $132K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 887 $123K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 201 $114K 0.04% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 805 $112K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 790 $110K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 765 $106K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 758 $105K 0.01% +3 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/ 605 $84K <0.01% -15 13F-HR/A Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 488 $67.9K 0.03% -1,205 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 454 $63.1K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 437 $60.7K <0.01% +399 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 367 $51K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 254 $35.3K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 191 $26.6K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 145 $20.2K 0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 126 $18.1K 0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 115 $16K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 111 $15.4K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100 $13.9K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 99 $13.8K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 96 $13.4K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 89 $12.4K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 85 $11.8K <0.01% -111 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 80 $11.1K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 53 $7.37K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 50 $7.07K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 49 $6.82K <0.01% 0 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 $5.84K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 40 $5.56K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 40 $5.56K <0.01% -20 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 35 $4K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 15 $2.09K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.