NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 53,043,095 $2.34B 1.56% +19,184,191 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 26,613,791 $1.18B 0.09% +1,638,924 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 22,375,935 $989M 0.6% -9,192,105 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,769,269 $697M -3,093,935 Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 10,533,655 $467M 13.33% +1,399,534 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,869,250 $393M 0.09% -432,073 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,550,228 $245M 4.04% +304,178 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,494,532 $243M 0.01% +359,939 13F-HR/A Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,905,852 $217M 0.53% -133,141 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,601,128 $204M 0.33% -17,863 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,537,037 $200M 0.06% +255,508 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,998,491 $177M 0.21% +328,950 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,887,593 $172M 0.03% +367,568 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,855,721 $170M 0.01% -3,153,139 13F-HR/A Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,487,855 $154M 3.1% +159,282 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,786,800 $123M 0.19% +172,246 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,764,963 $122M 0.2% -320,701 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,266,349 $100M 1.78% +90,713 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,205,863 $97.5M 0.11% -31,757 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,680,665 $74.3M 0.09% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,680,463 $74.3M 0.02% -122,630 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,564,779 $69.1M 0.01% +69,499 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,522,979 $67.3M 0.3% +148,892 13F-HR/A Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,509,275 $66.7M 1.59% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,509,275 $66.7M 1.35% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,463,937 $64.7M 3.71% +86,958 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,269,063 $56.1M 0.25% +16,724 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,268,455 $56.1M 1.06% +91,913 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,261,097 $55.7M <0.01% -21,545 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,192,666 $52.7M +62,875 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,127,982 $49.8M 0.01% +130,265 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,102,660 $48.7M 0.36% +88,910 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,081,340 $47.8M 0.13% +51,542 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,035,618 $45.8M 6.05% -129,209 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,024,830 $45.3M 0.9% +625,408 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,017,439 $45M 4.29% +10,426 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 986,766 $43.6M 0.06% +46,772 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 979,486 $43.3M 0.1% +22,141 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 967,757 $42.8M 13.04% -5,932 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 979,316 $42.5M 0.06% +18,107 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 953,460 $42.1M 6.4% +49,752 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 946,779 $41.8M 3.27% +22,775 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 916,343 $40.5M 13.88% +11,039 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 904,769 $40M 0.05% +70,794 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 863,568 $38.2M 13.11% +18,714 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 838,676 $37.1M 3.38% -6,475 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 814,299 $36M 5.72% +30,093 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 803,518 $35.5M 0.39% +734 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 776,177 $34.3M 0.09% -182,283 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 767,650 $33.9M 1.48% -685 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 765,093 $33.8M <0.01% -116,793 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 761,475 $33.6M 0.63% +96,601 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 755,203 $33.4M 1.35% new 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 751,440 $33.2M 3.44% +58,740 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 734,114 $32.4M 0.03% +4,270 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 702,733 $31.1M 0.28% +274,412 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 699,202 $31M 0.44% -345,312 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 689,581 $30.5M 6.42% +272,105 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 673,091 $29.7M 1.05% +140,509 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 672,297 $29.7M 0.01% +21,707 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 658,872 $29.7M 1.85% -1,781 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 643,138 $28.4M 0.45% -65,346 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 607,130 $26.8M 5.05% +9,247 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 586,474 $25.9M 0.13% +64,789 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 566,384 $25M 6.87% +73,705 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 555,869 $24.6M 0.22% +105,025 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 546,699 $24.2M -4,587 Timeline ENZI WEALTH More: the full row for ENZI WEALTH 529,862 $23.7M 8.33% +1,822 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 492,769 $21.8M 0.68% +15,471 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 465,494 $20.6M 3.5% +10,121 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 465,418 $20.6M 9.11% +15,396 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 452,466 $20M 0.11% +17,629 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 444,910 $19.7M 1.4% +7,457 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 440,223 $19.5M 2.38% -1,162 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 436,491 $19.3M 1.73% +5,962 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 414,502 $18.3M 2.12% +19,821 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 412,489 $18.2M 0.04% +14,594 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 409,501 $18.1M 0.63% -184,416 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 408,224 $18M 0.11% -7,766 13F-HR/A Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 407,428 $18M 0.01% -1,291,168 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/ 403,049 $17.8M 0.02% +16,835 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 401,236 $17.7M 5.47% +16,452 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 394,919 $17.5M 6.48% -5,989 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 357,834 $15.8M +19,529 Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 341,679 $15.1M 3.77% -4,313 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 313,129 $13.8M 2.71% -1,393 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 313,052 $13.8M 9.86% -48,437 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 306,754 $13.6M +173,144 Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 295,800 $13.1M 0.99% +50,299 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 291,369 $12.9M 0.06% -855,478 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 289,612 $12.8M 1.92% +4,751 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 285,277 $12.6M 0.42% -70,268 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 266,775 $11.8M 5.04% +20,217 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 264,455 $11.7M 1.81% -4,812 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 264,379 $11.7M 0.75% +16,641 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 264,087 $11.7M 0.91% +8,354 13F-HR/A Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 257,871 $11.4M 1.68% +34,069 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 252,364 $11.2M 2.01% -2,951 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 249,208 $11M 2.15% +6,842 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 248,439 $11M 1.06% +8,550 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 248,061 $11M 3.25% -1,271 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 243,385 $10.8M 0.07% -13,421 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 241,035 $10.7M 3.11% +3,938 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 231,176 $10.2M 0.24% -3,898 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 230,049 $10.2M 1.19% +20,669 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 220,331 $9.74M 1.67% -25,803 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 219,799 $9.71M 1.59% +3,030 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 217,285 $9.67M 1.84% -833,337 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 218,361 $9.65M 0.18% -3,536 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 217,781 $9.62M 4.52% +12,513 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 216,281 $9.56M 0.2% +12,089 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 48,265 $9.39M 4.94% +19,911 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 208,900 $9.23M 4.32% -328,100 13F-HR/A Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 201,897 $8.92M 1.18% +11,754 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 201,841 $8.92M 0.22% -96 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 200,511 $8.86M 0.32% +6,926 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 199,927 $8.83M 0.08% -1,117 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 197,759 $8.74M 0.22% -855 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 197,580 $8.73M 2.02% +3,239 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 194,698 $8.6M 1.85% -24,515 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 192,517 $8.51M 5.23% +4,485 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 188,122 $8.46M 0.19% -52,746 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 189,992 $8.39M 2.9% +10,074 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 189,627 $8.38M <0.01% new 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 187,614 $8.29M 0.56% -228 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 186,268 $8.23M 6.24% +1,305 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 184,350 $8.15M 2.24% -695 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 177,298 $7.83M 0.3% +11,602 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 172,956 $7.64M 1.13% +4,514 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 172,776 $7.63M 0.92% -3,659 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 172,116 $7.61M 0.03% +10,258 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 164,877 $7.29M 1.97% +193 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 162,232 $7.17M 0.31% -15,220 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 156,121 $6.9M 4.86% +2,551 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 154,125 $6.81M 0.04% -1,255 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 153,420 $6.78M 0.91% +970 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 151,002 $6.67M 0.36% -52,936 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 147,544 $6.64M 3.65% +9,985 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 148,042 $6.54M 0.71% -6,700 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 147,604 $6.52M 0.24% -8,062 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 144,946 $6.41M 4.97% +6,515 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 141,486 $6.25M 0.18% +345 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 139,933 $6.18M 2.64% +11,050 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 139,386 $6.16M 2.41% +7,673 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 136,646 $6.04M 0.13% +11,842 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 133,058 $5.88M 0.53% +17,581 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 132,637 $5.86M 0.94% -85,677 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 132,492 $5.85M 0.57% +24,908 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 130,711 $5.78M 1.81% -955 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 130,694 $5.78M 0.01% -8,298 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 130,561 $5.77M 0.4% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 127,044 $5.61M 1.27% -6,747 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 125,689 $5.55M 0.08% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 124,979 $5.52M 1.16% +5,474 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 124,975 $5.52M 0.11% -1,264 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 124,835 $5.52M 0.08% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 124,617 $5.51M 3.8% +43,112 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 122,127 $5.4M 0.23% +5,074 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 120,066 $5.31M 1.16% -1,489 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 115,630 $5.11M 0.9% +14,784 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 114,703 $5.07M 1.64% +2,817 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 111,463 $4.93M 0.36% +8,415 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 111,076 $4.91M 0.23% +8,406 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 107,961 $4.77M 0.32% +4,500 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 107,519 $4.75M 0.35% -790 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 106,712 $4.72M 0.05% -2,767 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 105,420 $4.71M 0.1% -19,959 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 106,390 $4.7M 0.27% -3,629 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 106,231 $4.7M 0.03% -25,907 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 105,595 $4.67M 0.05% -756 13F-HR Timeline Group Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 104,110 $4.6M 2.52% -509 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 97,842 $4.42M 1.29% +2,488 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 99,861 $4.41M <0.01% +855 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 99,357 $4.39M 2.65% +5,683 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 97,297 $4.3M 0.02% +7,274 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 97,194 $4.29M +28,840 Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 93,030 $4.11M 0.15% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 91,805 $4.06M 0.01% +17,172 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 91,560 $4.05M 0.02% +62,724 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 91,455 $4.04M 0.43% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 89,102 $3.94M 0.59% +328 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 88,000 $3.89M 0.14% +3,391 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 85,010 $3.76M 0.22% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 84,979 $3.75M 1.4% +1,068 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 83,595 $3.75M 0.01% +1,684 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 83,598 $3.69M 1.27% 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 83,385 $3.68M 2.14% -506 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 81,813 $3.62M 0.19% -15 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 81,620 $3.61M 0.05% +466 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 81,563 $3.6M 0.34% -2,828 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 79,781 $3.53M 0.01% +23,495 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 79,728 $3.52M 0.88% -9,125 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 79,407 $3.51M 0.06% +6,365 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 78,798 $3.48M 1.61% -4,449 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 76,799 $3.39M 0.02% -18,677 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 75,287 $3.33M 0.09% +505 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 75,188 $3.32M +12,556 Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 74,723 $3.3M 0.08% +3,124 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 74,040 $3.27M 0.04% -367,308 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 73,904 $3.27M 0.22% +20,720 13F-HR Timeline