JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,030,184 $150M 0.01% -110,011 13F-HR/A Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,094,830 $104M 1.63% +97,470 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,426,028 $70.8M 7.5% -14,743 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,266,048 $62.9M 0.01% +164,289 13F-HR/A Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 810,984 $40.3M 0.31% +43,118 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 697,861 $34.7M 4.67% +59,022 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 630,258 $31.3M 0.06% -9,333 13F-HR Timeline Group American Trust More: the full row for American Trust 450,071 $22.4M 1.98% +18,272 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 443,599 $22M 0.01% -9,646 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 433,541 $21.5M 3.9% +19,562 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 421,490 $20.9M 1.83% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 392,951 $19.5M 0.03% +12,509 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 353,038 $17.5M 0.01% +37,979 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 337,400 $16.8M 1.19% +6,213 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 276,524 $13.7M 0.01% +3,379 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 256,932 $12.8M 0.2% -16,126 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 228,423 $11.3M 1.16% +1,580 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 207,122 $10.3M <0.01% +160,490 13F-HR/A Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 197,158 $9.79M 0.55% +102,276 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 191,250 $9.5M 0.01% -59,497 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 181,624 $9M 0.15% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 179,875 $8.93M 0.28% +14,774 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 166,750 $8.28M <0.01% -2,876 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 152,350 $7.57M 0.14% +6,364 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 149,078 $7.4M <0.01% +146,434 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 118,233 $5.87M 0.06% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 111,943 $5.56M 0.01% -8,543 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 96,073 $4.77M <0.01% +95,295 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 91,799 $4.56M 0.01% +6,897 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 79,111 $3.93M 4.2% -178,395 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 72,487 $3.62M 2.95% +801 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 72,714 $3.61M <0.01% -1,915 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 62,513 $3.11M <0.01% -1,319 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 60,480 $2.99M <0.01% +8,679 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 57,746 $2.87M <0.01% new 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 53,345 $2.65M 0.11% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,174 $1.8M 0.01% +5,070 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,266 $1.65M <0.01% -7,862 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 29,724 $1.48M 0.08% +2,109 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,295 $1.41M 0.01% +3,314 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 27,957 $1.39M 0.02% -87 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 27,436 $1.36M 0.21% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,408 $1.36M <0.01% -7,597 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 25,854 $1.28M 0.46% +330 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 25,713 $1.28M 0.06% +1,897 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 22,236 $1.1M 0.21% +12,635 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 20,252 $1.01M 0.5% +4,334 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 17,662 $877K 0.08% +10,815 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 11,460 $569K 0.07% +763 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,398 $516K <0.01% -4,209 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,609 $477K 0.09% +162 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,259 $460K 0.05% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,247 $459K 0.01% -200 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 9,214 $458K 0.25% +118 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,847 $439K <0.01% +778 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 7,877 $391K <0.01% -23,732 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,817 $388K 0.01% +823 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 7,091 $352K 0.07% 0 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 $306K 0.03% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,508 $274K 0.01% +443 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,789 $237K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,165 $207K <0.01% +53 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,565 $127K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,356 $117K 0.02% +30 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,261 $112K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,634 $81.2K <0.01% +20 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,210 $60.1K 0.02% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,025 $50.9K 0.04% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 674 $33.5K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 420 $20.9K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 335 $16.6K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 249 $12.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 185 $9.16K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 162 $8.03K <0.01% +1 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 126 $6.26K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 125 $6.21K 0.05% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 67 $3.33K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 56 $2.79K <0.01% +1 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 19 $944 <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