JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,140,195 $158M 0.01% +800,755 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,997,360 $100M 1.55% +40,895 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,440,771 $72.4M 8.02% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,101,759 $55.3M 0.01% +39,236 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 767,866 $38.6M 0.29% 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 639,591 $32.1M 0.07% -48,052 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 638,839 $32.1M 4.75% +36,190 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 453,245 $22.8M 0.01% +6,118 13F-HR Timeline American Trust More: the full row for American Trust 431,799 $21.7M 1.82% +326,301 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 413,979 $20.8M 3.83% +44,667 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 380,442 $19.1M 0.03% +7,366 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 331,187 $16.6M 1.24% +59,099 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 315,059 $15.8M <0.01% +38,632 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 273,145 $13.7M 0.01% +14,420 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 273,058 $13.7M 0.24% new 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 257,506 $12.9M 7.58% +4,997 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 250,747 $12.6M 0.01% +155 13F-HR/A Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 226,843 $11.4M 1.15% -3,864 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 169,626 $8.52M <0.01% -104,719 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 165,101 $8.29M 0.26% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 145,986 $7.33M 0.13% +5,399 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 120,486 $6.05M 0.01% -12,874 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 118,233 $5.94M 0.06% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 99,391 $4.99M 0.19% new 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 94,882 $4.76M 0.3% +26,789 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 84,902 $4.26M 0.01% +57,236 13F-HR/A Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 74,629 $3.75M <0.01% +6,422 13F-HR Timeline Group ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 71,686 $3.61M 3.02% +4,424 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 63,832 $3.21M <0.01% -739 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 51,801 $2.6M <0.01% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 46,632 $2.34M <0.01% -152,651 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,128 $2.07M <0.01% +27,349 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 35,005 $1.76M <0.01% -24,012 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 32,492 $1.63M <0.01% new 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 31,609 $1.59M <0.01% -66,022 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 31,104 $1.56M 0.01% +3,670 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 28,450 $1.43M 0.85% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 28,044 $1.42M 0.02% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 27,615 $1.39M 0.08% +3,006 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 27,436 $1.38M 0.21% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 25,524 $1.28M 0.57% +199 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,981 $1.25M 0.01% +4,339 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 23,816 $1.2M 0.06% +5,570 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 15,918 $799K 0.47% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,607 $734K <0.01% -21,323 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 11,611 $583K 0.15% -205,640 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 10,697 $537K 0.06% +654 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 9,601 $482K 0.07% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,447 $474K 0.01% -2 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 9,447 $474K 0.09% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,259 $465K 0.05% new 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 9,096 $457K 0.24% +71 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,941 $449K 0.02% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,069 $405K <0.01% +2,338 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 7,091 $358K 0.13% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,994 $351K 0.01% new 13F-HR/A Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,847 $344K 0.03% +1,927 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 6,268 $315K 0.15% -936 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 $310K 0.03% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,901 $296K <0.01% +30 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,065 $254K 0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,112 $207K <0.01% +32 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,644 $133K <0.01% -662 13F-HR/A Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,326 $117K 0.02% new 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 Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,669 $83.8K <0.01% +140 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,614 $81K 0.01% -873 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,413 $71K <0.01% new 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,210 $60.8K 0.02% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 778 $39K <0.01% -304 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 335 $17K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 249 $12.5K <0.01% +75 13F-HR Timeline Trust Co More: the full row for Trust Co 161 $8.09K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 150 $7.53K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 126 $6.33K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 60 $3.01K <0.01% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 55 $2.78K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 19 $954 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $50 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 0 $10 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.