BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 378,285 $59M <0.01% -8,436 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 188,565 $29.4M 0.11% +2,068 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 171,670 $26.8M <0.01% +21,347 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 126,833 $19.8M 0.01% +8,844 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 94,046 $14.7M 0.03% -2,474 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 86,282 $13.4M 0.44% -2,468 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 78,839 $12.3M <0.01% -782 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 73,964 $11.5M 0.06% +58,259 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 58,987 $9.19M 1.8% +1,803 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 57,750 $9M 0.01% +55,096 13F-HR Timeline Group Financial Advisory Corp More: the full row for Financial Advisory Corp 52,427 $8.17M 1.2% -377 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 48,128 $7.5M 0.05% -102 13F-HR/A Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 43,494 $6.78M 0.71% -498 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 42,259 $6.59M 0.16% +1,370 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,019 $6.08M <0.01% -442 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 38,759 $6.04M +148 Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 38,244 $5.96M 0.07% -709 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 34,339 $5.35M <0.01% +15,839 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 34,214 $5.33M 0.01% -2,382 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 31,624 $4.93M <0.01% +1,110 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 27,108 $4.23M 0.03% +4 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 25,620 $3.99M 1.25% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 24,933 $3.89M <0.01% -249 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 23,824 $3.71M 0.16% +5,311 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,716 $3.7M <0.01% +546 13F-HR/A Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 69,659 $3.53M 0.56% +18,365 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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WEALTH MANAGEMENT LLC 16,829 $2.62M 0.03% -526 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 16,737 $2.61M 0.27% +20 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,675 $2.44M 0.46% +559 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,221 $2.37M <0.01% +782 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 14,876 $2.32M 0.48% +17 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 14,863 $2.32M 0.89% +44 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 14,121 $2.2M 1.2% +1,566 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,602 $2.12M 0.03% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,853 $2M 0.03% +2 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,089 $1.88M -2,656 Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,049 $1.88M 0.15% +756 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 11,258 $1.75M 0.12% +115 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 11,250 $1.75M 0.31% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,828 $1.69M <0.01% +634 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,215 $1.59M <0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,103 $1.57M <0.01% -2,746 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,052 $1.57M 0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,663 $1.51M <0.01% +494 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,757 $1.36M 0.02% +240 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,667 $1.35M <0.01% +2,749 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 8,457 $1.32M 0.08% +2,378 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,407 $1.31M <0.01% -556 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 8,221 $1.28M 0.16% -10 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,053 $1.26M 0.11% -51 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,028 $1.25M <0.01% +85 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 8,023 $1.25M 0.07% 0 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 7,971 $1.24M 0.41% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 7,661 $1.19M 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. 6,889 $1.07M 0.02% +338 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 6,292 $981K 0.03% +37 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,103 $951K <0.01% +1,109 13F-HR Timeline Group Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 5,977 $932K 0.4% -57 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 5,929 $924K 0.8% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,569 $883K 0.18% +1,272 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,182 $808K <0.01% -7 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 4,805 $763K 0.17% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,797 $748K <0.01% -291 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,744 $739K <0.01% +34 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,679 $729K <0.01% +520 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,572 $713K 0.01% -135 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,387 $687K <0.01% -269 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,335 $676K 0.53% -100 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,252 $663K 0.3% -724 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,948 $615K 0.04% +2 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,789 $591K <0.01% +10 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,689 $575K <0.01% -127 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,424 $534K 0.01% +16 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,227 $503K <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,124 $487K <0.01% +277 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,098 $483K 0.07% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,020 $471K 0.03% -459 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,956 $461K <0.01% -10 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 2,825 $440K 0.09% +71 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,740 $426K 0.03% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,661 $415K 0.19% new 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,632 $410K 0.03% +16 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,585 $403K <0.01% new 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,556 $398K 0.13% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,528 $394K 0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,507 $391K 0.01% -1,811 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 2,493 $389K 0.23% -12 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,443 $381K 0.12% -67 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,424 $378K 0.02% -94 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,420 $377K <0.01% +22 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,369 $369K 0.1% -2,286 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,342 $364K <0.01% +592 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,228 $347K 0.09% -783 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,100 $327K 0.04% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,053 $320K <0.01% +16 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,985 $309K <0.01% -424 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,959 $305K 0.05% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,915 $299K 0.03% -18 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,903 $297K <0.01% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,874 $292K 0.01% +7 13F-HR Timeline Bridgewater Advisors Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 950 $148K 0.04% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 940 $146K <0.01% -571 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 888 $138K 0.01% +1 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 822 $128K <0.01% +32 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 805 $125K 0.05% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 202 $123K 0.05% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 765 $119K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 762 $119K 0.01% +4 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 $94.1K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 536 $83.6K <0.01% +99 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 454 $70.8K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 369 $57.5K <0.01% +2 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 272 $42.4K 0.02% -216 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 254 $39.6K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 191 $29.8K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 140 $21.8K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 131 $20.4K <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 126 $19.8K 0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 115 $17.9K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 111 $17.3K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100 $15.6K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 99 $15.4K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 96 $15K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 87 $13.6K <0.01% -2 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 85 $13.2K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 80 $12.5K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 54 $8.42K <0.01% +5 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 51 $7.95K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 50 $7.79K 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 $6.55K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 40 $6.24K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 40 $6.24K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 36 $5.61K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 35 $5.46K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 23 $3.56K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 15 $2.34K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9 $1.44K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $156 <0.01% new 13F-HR Timeline