JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,174,103 $160M 0.01% +143,919 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,137,759 $108M 1.49% +42,929 13F-HR/A Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,449,324 $73M 6.96% +23,296 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,375,502 $69.3M 0.01% +109,454 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 862,473 $43.5M 0.3% +51,489 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 702,054 $35.4M 3.76% +4,193 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 619,515 $31.2M 0.05% -10,743 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 562,838 $28.4M 0.04% +169,887 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 479,555 $24.2M 0.01% +35,956 13F-HR Timeline American Trust More: the full row for American Trust 457,456 $23.1M 1.78% +7,385 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 452,085 $22.8M 3.81% +18,544 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 431,294 $21.7M 0.01% +78,256 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 429,039 $21.6M 1.77% +7,549 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 386,223 $19.3M 2.39% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 354,302 $17.9M 1.1% +16,902 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 275,423 $13.9M 0.01% -1,101 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 261,497 $13.2M 0.17% +4,565 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 260,215 $13.1M 0.65% +63,057 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 223,817 $11.3M 1.32% -4,606 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 204,250 $10.3M 0.01% +13,000 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 188,632 $9.51M 0.23% +8,757 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 173,978 $8.74M <0.01% -33,144 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 172,635 $8.7M 0.14% +20,285 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 146,466 $7.38M <0.01% -20,284 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 128,936 $6.5M <0.01% +32,863 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 112,135 $5.65M 0.01% +192 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 103,738 $5.23M 0.01% +11,939 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 94,147 $4.75M 0.07% -24,086 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 81,112 $4.09M 0.15% +27,767 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 79,551 $3.98M 0.21% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 75,566 $3.81M <0.01% new 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 71,497 $3.6M <0.01% -1,217 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 67,049 $3.38M <0.01% +9,303 13F-HR Timeline Group ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 65,024 $3.26M 3.21% -7,463 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 62,682 $3.16M 0.6% +40,446 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 59,114 $2.98M <0.01% -1,366 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,317 $1.78M 0.01% -857 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,308 $1.73M <0.01% +6,900 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 33,250 $1.68M 0.06% +3,526 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,727 $1.55M 0.01% +2,432 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 30,663 $1.55M <0.01% +22,786 13F-HR Timeline Group Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 28,953 $1.46M 0.64% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 27,957 $1.41M 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 27,436 $1.38M 0.17% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 26,166 $1.32M 0.41% +312 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 25,367 $1.28M 0.05% -346 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 24,210 $1.21M 0.5% +3,958 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,395 $1.13M 0.01% -159,229 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 20,383 $1.03M 0.18% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 17,650 $890K 0.03% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 17,534 $884K 0.07% -128 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,512 $580K <0.01% +2,665 13F-HR/A Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 11,020 $555K 0.06% -440 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,962 $552K 0.01% +1,715 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 9,550 $481K 0.08% -59 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 9,325 $470K 0.24% +111 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,259 $467K 0.05% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,885 $448K <0.01% new 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 8,448 $426K 0.25% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,800 $393K <0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,817 $389K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,284 $367K <0.01% new 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 6,215 $313K 0.04% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,164 $311K 0.02% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,575 $281K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,356 $270K <0.01% -5,042 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 5,005 $252K 0.03% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,215 $212K <0.01% +50 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,644 $133K <0.01% -146,434 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,385 $120K 0.02% +29 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,261 $114K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,654 $83.4K <0.01% +20 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,630 $82.2K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,533 $77.3K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 652 $32.9K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 358 $18K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 249 $12.6K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 182 $9.17K <0.01% -3 13F-HR Timeline Trust Co More: the full row for Trust Co 162 $8.15K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 160 $8.06K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 147 $7.41K <0.01% -273 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 135 $6.79K <0.01% +79 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 126 $6.35K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 82 $4.13K <0.01% new 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 79 $3.98K <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 67 $3.38K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 35 $1.76K 0.02% -90 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 19 $958 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $50 <0.01% 0 13F-HR Timeline