NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 55,312,118 $2.51B 1.59% +2,269,023 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 26,348,823 $1.2B 0.09% -264,968 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. 18,239,931 $829M 0.45% -4,136,004 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 16,490,462 $749M +721,193 Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 12,750,445 $580M 17.03% +2,216,790 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,131,474 $551M 0.12% +3,262,224 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,444,572 $293M 5.25% +2,956,717 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,785,620 $263M 4.01% +235,392 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,764,397 $262M 0.02% +269,865 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,835,530 $221M 0.32% +234,402 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,618,902 $210M 0.5% -286,950 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,450,801 $202M 0.22% +452,310 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,195,957 $191M 0.05% -341,080 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,901,212 $177M +13,619 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,648,394 $120M 0.18% -116,569 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,283,028 $104M 1.79% +16,679 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,225,066 $101M 0.11% +19,203 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,993,460 $90.6M 1.5% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,719,386 $78.1M 0.01% +154,607 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,708,085 $77.6M 0.33% +185,106 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,633,151 $74.2M 0.73% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,522,622 $69.2M 0.02% -157,841 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,502,162 $68.3M 3.62% +38,225 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,431,920 $65.1M 1.55% -77,355 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,431,920 $65.1M 1.34% -77,355 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,292,773 $58.8M 1.1% +24,318 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,280,788 $58.2M <0.01% +19,691 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,278,407 $58.1M 0.14% +197,067 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,234,936 $56.1M +42,270 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,198,550 $54.5M 0.01% +70,568 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,135,280 $51.6M 0.35% +32,620 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,076,414 $48.9M 0.07% +89,648 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,040,991 $47.3M 6.68% +87,531 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,032,891 $46.9M 0.11% +53,405 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,027,785 $46.7M 0.85% +2,955 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,012,270 $46M 5.88% -23,348 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,010,420 $45.9M 4.22% -7,019 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 942,700 $42.8M 12.65% -25,057 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 940,030 $42.7M 3.26% -6,749 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 922,976 $41.9M 12.43% +6,633 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 920,366 $41.8M 0.08% +507,877 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 916,015 $41.6M 0.05% +11,246 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 865,680 $39.3M 13.56% +2,112 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 851,886 $38.7M 3.38% +13,210 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 843,995 $38.4M 0.17% -425,068 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 837,479 $38.1M 5.7% +23,180 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 834,200 $37.9M 0.7% +72,725 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 815,104 $37.1M 0.05% -164,212 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 795,863 $36.2M 0.03% +61,749 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 769,033 $35M 0.09% -7,144 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 768,785 $34.9M 1.33% +1,135 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 762,143 $34.6M 0.37% -41,375 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 748,240 $34M 3.35% -3,200 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 743,158 $33.8M 0.29% +40,425 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 740,494 $33.7M 1.13% +67,403 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 730,004 $33.2M 6.71% +40,423 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 704,956 $32M 10.53% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 693,856 $31.5M 0.01% +21,559 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 688,496 $31.3M 0.35% -10,706 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 655,165 $31M 1.8% -3,707 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 668,598 $30.4M +121,899 Timeline Haverford Trust Co More: the full row for Haverford Trust Co 660,772 $30M 0.27% +104,903 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 608,979 $27.7M 5.51% +1,849 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 595,065 $27M 0.41% -48,073 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 581,908 $26.4M 0.14% +129,442 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 579,506 $26.3M 7.01% +13,122 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 520,732 $23.7M 0.72% +27,963 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 511,973 $23.3M <0.01% -3,343,748 13F-HR Timeline Group Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 476,554 $21.7M 9.34% +11,136 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 469,056 $21.3M 3.58% +3,562 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 467,470 $21.2M 1.43% +22,560 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 447,563 $20.3M 2.38% +7,340 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/ 434,010 $19.7M 0.02% +30,961 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 430,930 $19.6M 1.69% -5,561 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 420,644 $19.1M 2.2% +6,142 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 395,043 $18M 0.1% -13,181 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 391,227 $17.8M 6.39% -3,692 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 387,131 $17.6M 0.58% -22,370 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 386,109 $17.5M 1.31% +90,309 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 381,269 $17.3M +23,435 Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 377,947 $17.2M 11.76% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 349,585 $15.9M 0.02% -2,437,215 13F-HR/A Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 337,467 $15.3M 3.56% -4,212 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 328,956 $15M 2.77% +15,827 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 316,515 $14.9M 5.25% -213,347 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 318,089 $14.5M 0.05% +26,720 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 314,888 $14.3M 9.72% +1,836 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 300,918 $13.7M <0.01% -464,175 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 292,809 $13.3M 1.93% +3,197 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 290,690 $13.2M 0.3% +5,413 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 280,326 $12.7M 4.67% +62,545 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 279,229 $12.7M 1.77% +21,358 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 276,992 $12.6M 5.07% +10,217 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 276,050 $12.5M 0.84% +11,963 13F-HR/A Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 271,620 $12.3M 0.75% +7,241 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 264,161 $12M 1.32% +34,112 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 262,833 $11.9M 1.72% -1,622 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 259,529 $11.8M 0.06% -326,945 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 257,461 $11.7M 1.09% +9,022 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 254,870 $11.6M 2.25% +5,662 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 248,387 $11.3M 3.3% +326 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 244,862 $11.1M 3.15% +3,827 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 242,304 $11M 2.03% -10,060 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 242,251 $11M 0.27% +44,492 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 240,641 $10.9M 0.23% +9,465 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 239,712 $10.9M 0.15% +199,286 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 235,569 $10.7M 0.06% -7,816 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 232,673 $10.6M 0.17% +16,392 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 229,667 $10.4M 0.01% +164,409 13F-HR Timeline Group Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 216,677 $10.1M 1.83% -608 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 201,104 $9.96M 8.08% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 218,541 $9.93M 0.18% +180 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 213,093 $9.69M 1.64% -7,238 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 48,546 $9.64M 5.45% +281 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 211,746 $9.62M 0.21% +23,624 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 209,644 $9.53M 1.51% -10,155 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 $9.49M 4.25% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 204,395 $9.29M 0.08% +4,468 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 200,803 $9.13M 0.32% +292 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200,151 $9.1M 2.04% +2,571 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 199,899 $9.09M 0.18% -1,942 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 198,891 $9.04M 2.98% +8,899 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 196,471 $8.93M 8.48% 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 191,946 $8.72M 7.19% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 189,609 $8.62M 0.41% +59,048 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 189,548 $8.61M 0.55% +1,934 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 189,104 $8.59M 1.8% -5,594 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 187,673 $8.53M 6.21% +1,405 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 185,421 $8.43M 2.27% +1,071 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 179,321 $8.15M 0.65% 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 177,408 $8.06M 1.12% +4,452 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 177,149 $8.05M 1.62% +52,170 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 170,632 $7.76M 0.33% +8,400 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 163,548 $7.7M 1.86% -1,329 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 165,275 $7.6M 3.32% +25,342 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 166,846 $7.58M 2.16% -234,390 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 160,129 $7.28M 4.99% +4,008 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 156,467 $7.11M 0.76% +8,425 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 156,449 $7.11M 3.74% +8,905 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 153,777 $6.99M 0.89% +357 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 153,171 $6.96M 0.04% -954 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 146,604 $6.66M 0.23% -30,694 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 146,152 $6.64M 0.39% -4,850 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 144,714 $6.58M 0.07% +38,002 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 143,088 $6.5M 0.24% -163,666 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 141,342 $6.42M 0.87% -60,555 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 140,093 $6.37M 0.2% -1,393 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 138,280 $6.28M 0.14% +1,634 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 137,974 $6.27M 0.74% -34,802 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 137,758 $6.26M 0.56% +4,700 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 136,234 $6.19M 0.6% +3,742 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 133,269 $6.06M 1.02% +632 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 133,228 $6.06M 4.49% -11,718 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 130,718 $5.94M 1.79% +7 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 129,898 $5.9M 3.99% +5,281 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 129,505 $5.89M <0.01% +29,644 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 126,030 $5.73M 1.75% +11,327 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 125,162 $5.69M 1.27% -1,882 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 122,957 $5.59M 0.21% -24,647 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 122,884 $5.58M 0.26% +11,808 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 121,547 $5.52M 2.97% -70,970 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 121,388 $5.52M 0.23% -739 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 120,680 $5.51M 5.22% 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 121,009 $5.5M 1.15% +943 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 120,568 $5.48M 0.38% +9,105 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 120,551 $5.48M 0.87% +4,921 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 119,948 $5.45M 0.08% -4,887 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 117,334 $5.33M 0.02% -54,782 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 116,102 $5.28M 0.01% +102,224 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 116,042 $5.27M 0.11% +88,506 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 115,048 $5.23M 0.33% +7,087 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 112,166 $5.1M +14,972 Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 106,595 $4.84M 0.27% +205 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 105,023 $4.77M 0.05% -572 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 103,819 $4.72M 1.26% 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 102,629 $4.66M 2.7% +3,272 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 102,055 $4.64M 2.49% -2,055 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 101,770 $4.63M 0.03% +4,473 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 101,633 $4.62M 0.03% +10,073 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 101,321 $4.61M 0.02% +24,522 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 98,846 $4.49M 0.02% -7,385 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 98,568 $4.48M <0.01% -308,860 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 96,785 $4.4M 0.01% +4,980 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 94,457 $4.29M 0.36% -13,062 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 92,930 $4.22M 0.08% -12,490 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 91,744 $4.17M 1.45% +6,765 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 91,455 $4.16M 0.49% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 90,848 $4.13M 0.61% +1,746 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 88,110 $4M 0.15% +110 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 87,810 $3.99M 0.01% +8,029 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 84,620 $3.95M 0.01% +1,025 13F-HR Timeline Savvy Advisors, Inc. 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