BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 14,296,585 $608M 0.04% +1,003,299 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,965,737 $382M 0.02% +1,481,982 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,322,262 $227M 0.05% +850,770 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,441,383 $189M 0.05% +453,461 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,062,351 $173M 0.04% +28,683 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,939,933 $168M +972,487 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,874,687 $165M 0.24% +81,106 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,333,956 $142M 0.04% +532,293 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 2,872,140 $122M 0.02% +218,259 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,452,353 $104M 0.02% +288,634 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,124,330 $90.4M 0.11% +76,070 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,744,536 $74.2M 0.02% +121,045 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,453,433 $61.9M 0.07% +123,860 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,390,066 $59.2M 0.06% +11,123 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,232,000 $52.4M 3.43% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,198,290 $51M 0.03% +73,002 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,140,010 $48.5M 0.07% +125,971 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,112,135 $46.1M <0.01% +53,264 13F-HR/A Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,050,209 $44.7M 0.18% +2,991 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,114,057 $43.9M 0.01% +55,501 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,026,431 $43.7M +96,807 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 989,552 $42.1M 0.04% +54,865 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 932,530 $39.7M 2.38% +40,487 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 841,341 $35.8M 0.31% -47,581 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 828,851 $35.3M 0.97% +529,220 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 809,298 $34.4M 0.04% +64,488 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 807,215 $34.4M 0.57% +49,561 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 759,919 $32.3M 1.33% +4,307 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 739,375 $31.5M 0.03% +720,485 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 685,873 $29.2M 0.02% +67,355 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 630,964 $26.9M 0.17% -48,388 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 625,820 $26.6M 0.04% +49,296 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 612,261 $26.1M 0.05% -15,656 13F-HR Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 527,447 $22.4M 2.3% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 500,000 $21.3M 0.84% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 496,986 $20.5M 0.01% +224,115 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 476,166 $20.3M 0.37% -73,121 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 473,908 $20.2M 0.42% +13,685 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 468,480 $20M 0.1% +206,688 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 459,834 $19.6M 0.05% +7,121 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 419,077 $17.8M 0.92% -3,746 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 405,742 $17.3M 0.05% +74,445 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 391,574 $16.7M 0.03% +74,910 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 386,264 $16.4M 0.05% +266,264 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 384,771 $16.4M 0.03% +10,035 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 374,049 $15.9M 0.41% -12,741 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 365,976 $15.6M +323,762 Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 365,531 $15.6M 6.06% +15,837 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 364,752 $15.5M 0.43% -22,096 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 344,603 $14.7M 0.61% +22,020 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 329,089 $14M 0.01% +2,637 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 326,400 $13.9M -41,284 Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 325,363 $13.8M 5.53% +43,316 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 324,363 $13.8M 0.01% +314,104 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 311,031 $13.2M 0.02% +77,500 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 303,357 $12.9M 7.69% +35,697 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 302,044 $12.9M 0.12% +218,715 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 299,629 $12.8M 1.02% -26,700 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 299,147 $12.7M 0.57% -42,857 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 309,600 $12.4M 0.08% +79,810 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 289,624 $12.3M 0.41% +4,809 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 287,292 $12.2M 0.06% +25,587 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 285,197 $12.1M 0.05% +211,570 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 277,728 $11.8M 3.19% +4,090 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 273,438 $11.6M 4.92% +6,598 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 267,146 $11.4M 0.66% +259,966 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 255,927 $10.9M 0.68% -6,260 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 250,381 $10.7M <0.01% +58,837 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 243,396 $10.4M 1.39% +14,337 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 234,734 $9.99M 2.42% +84,511 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 224,599 $9.56M 0.07% +91,583 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 216,170 $9.2M <0.01% +56,773 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 211,702 $9.05M 0.02% +5,239 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 207,510 $8.83M 0.03% -8,049 13F-HR/A Timeline URS Advisory LLC More: the full row for URS Advisory LLC 200,187 $8.52M 6.23% +21,776 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 198,020 $8.43M 0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 195,838 $8.34M 0.25% -7,888 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 193,066 $8.22M 3.61% +396 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 191,182 $8.14M 0.05% +2,686 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 187,685 $7.99M +745 Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 176,872 $7.53M 1.07% +35,487 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 176,205 $7.5M 0.16% +106,901 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 171,901 $7.32M 3.39% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 171,288 $7.29M 1.2% +146,733 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 169,989 $7.23M 1.2% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 168,360 $7.17M 0.17% -84,736 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 156,776 $6.67M <0.01% +2,477 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 147,257 $6.27M 2.16% +1,312 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 146,566 $6.24M 0.54% -27,585 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 142,914 $6.08M 0.02% +21,370 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 139,635 $5.94M 0.03% +71,021 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 137,841 $5.87M 0.02% +602 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 135,082 $5.75M 0.14% -6,436 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 129,126 $5.71M 3.26% -7,070 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 133,016 $5.66M 0.64% +5,803 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 131,602 $5.6M 4.06% -8,059 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 129,595 $5.52M 2.56% +36,248 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 128,642 $5.48M <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 124,880 $5.31M 0.01% +1,319 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 124,171 $5.28M 0.01% +4,937 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 121,998 $5.2M 0.02% +1,143 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 119,916 $5.1M 0.7% +27,586 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 119,250 $5.08M 1.14% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 111,743 $4.76M 0.08% -111 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 110,265 $4.69M 1.09% -17,264 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 109,013 $4.64M 2.47% -626 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 108,088 $4.6M 0.12% +9,037 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 107,374 $4.57M 2.56% +7,832 13F-HR/A Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 106,890 $4.55M 1.21% +1,335 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 105,329 $4.48M <0.01% -199,812 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 105,065 $4.47M 0.05% +10,419 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 100,303 $4.27M 0.01% -711 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 98,851 $4.21M 0.42% +5,737 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 97,406 $4.15M 0.91% -6,032 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 96,890 $4.12M 0.03% +46,367 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 96,263 $4.1M 2.76% +38,704 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 95,864 $4.08M 0.45% -2,136 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 95,463 $4.06M 0.01% +43,238 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 94,911 $4.04M 0.02% +16,067 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 94,804 $4.03M 0.05% -1,210 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 94,507 $4.02M 1.1% +3,693 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 94,478 $4.02M 0.27% +15,659 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 91,136 $3.88M 0.06% +36,625 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 89,414 $3.81M 0.65% +430 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 88,215 $3.75M 0.59% -4,258 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 78,159 $3.47M 0.06% +10,357 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 81,298 $3.46M <0.01% +25,148 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 80,828 $3.44M 0.35% +16,351 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 79,230 $3.37M 0.02% +1,171 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 78,594 $3.34M 0.08% +14,209 13F-HR Timeline NAN FUNG TRINITY (HK) LTD More: the full row for NAN FUNG TRINITY (HK) LTD 77,800 $3.31M 0.36% +24,300 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 77,459 $3.3M 0.17% +12,923 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 77,424 $3.3M 2.16% -7,028 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 75,408 $3.21M 0.95% -5,408 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 74,928 $3.19M 0.57% +39,974 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 73,727 $3.14M 0.35% -16,757 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 73,487 $3.13M 0.04% +28,133 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 69,510 $3.09M 0.24% -8,752 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 72,361 $3.08M 1.06% -6,167 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 71,361 $3.04M <0.01% -167 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 68,889 $2.93M 0.02% +9,426 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 68,500 $2.92M 0.18% +43,506 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 68,419 $2.91M 0.02% -708 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 68,150 $2.9M 0.16% +7,033 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 66,719 $2.84M 0.04% +6,908 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 66,457 $2.83M 0.02% -5,817 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 62,947 $2.68M 0.6% -939 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 62,651 $2.67M 0.3% +1,175 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 61,775 $2.63M 0.14% +27,435 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 61,623 $2.62M 1.98% -2,713 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 61,509 $2.62M 0.73% +987 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 60,673 $2.58M 0.04% +952 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 60,314 $2.57M 0.07% +2,240 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 60,085 $2.56M 0.1% +93 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 59,736 $2.54M 0.16% +4,296 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 59,482 $2.53M 1.82% +2,068 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 59,040 $2.51M 0.03% +719 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 57,811 $2.46M 0.69% +88 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 56,018 $2.38M 0.99% +29,320 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 55,967 $2.38M 0.01% +14,495 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 55,929 $2.38M 0.05% +4,066 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 55,805 $2.38M 0.41% -2,565 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 55,479 $2.36M <0.01% +20,829 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 54,048 $2.36M 0.5% +11,427 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 54,999 $2.34M 1.07% -1,827 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 54,753 $2.33M 0.24% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 54,612 $2.32M 0.06% -801 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 54,043 $2.3M 0.09% -1,719 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 53,935 $2.3M 0.53% +6,105 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 53,152 $2.26M 0.12% -691 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 53,141 $2.26M 0.03% +2,594 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 51,842 $2.21M 1.43% -4,528 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 50,422 $2.15M 0.63% +10,258 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 50,308 $2.14M 1.09% +9,090 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 49,873 $2.12M 0.6% +1,861 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 47,465 $2.07M 0.13% +25,917 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 48,531 $2.07M 0.12% +18,761 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 48,264 $2.05M -107,255 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 47,746 $2.03M 0.02% -1,669 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 47,630 $2.03M 0.66% +4,224 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 47,621 $2.03M 0.01% +2,061 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 47,220 $2.01M 0.03% +34,742 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 46,960 $2M 0.71% +17,732 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. 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More: the full row for Mission Creek Capital Partners, Inc. 44,828 $1.91M 0.38% -4,154 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 44,216 $1.88M 0.03% +12,670 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 44,100 $1.88M 0.02% 0 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 43,883 $1.87M 0.59% 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 43,552 $1.85M 0.24% +2,046 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 42,833 $1.82M 0.15% -5,970 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 42,669 $1.82M 0.3% -3,789 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 42,300 $1.8M <0.01% +10,530 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 41,963 $1.79M 0.2% +14,499 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 40,387 $1.72M 0.75% new 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 40,334 $1.72M 0.27% -39 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 40,312 $1.72M 0.26% +2,123 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 40,097 $1.71M 0.03% +80 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 40,087 $1.71M 0.05% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 37,128 $1.6M 0.03% 0 13F-HR Timeline