JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 110,769,908 $8.86B 3.55% +84,497,745 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 109,705,786 $8.84B 1.54% +81,931,002 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/ 73,987,186 $5.96B 0.38% +55,856,111 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 56,764,610 $4.57B +41,701,184 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 36,272,342 $2.92B 0.15% +27,637,821 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 32,713,198 $2.64B 1.54% +24,402,309 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 31,257,030 $2.52B 0.68% +23,741,538 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 24,789,118 $2B +18,891,533 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24,385,742 $1.96B 1.05% +18,076,710 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22,846,853 $1.84B 2.01% +17,432,291 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 17,885,016 $1.44B 1.62% +13,851,949 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 14,368,916 $1.16B 0.26% +10,791,479 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,400,387 $999M 0.2% +9,182,815 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,483,935 $844M 1.04% +8,024,338 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,059,496 $810M 6% +112,663 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,616,046 $775M 0.38% +7,257,179 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,738,252 $704M 0.74% +6,604,321 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,628,563 $694M 0.04% +6,507,581 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,796,573 $548M 0.09% +5,113,961 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 5,787,723 $466M +4,451,065 Timeline TIAA group of 5 filers holding More: the full row for TIAA 5,782,042 $466M +4,318,066 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,696,979 $459M 0.42% +4,312,223 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,646,613 $455M 10.99% +4,249,996 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,151,020 $415M 1.77% +3,618,496 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,774,432 $385M 8.12% +3,588,532 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 4,445,488 $358M 0.06% +3,313,207 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,367,572 $352M 0.34% +3,281,369 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 4,072,748 $328M 4.83% +3,054,561 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,928,916 $317M 0.4% +2,923,289 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,620,231 $292M 3.3% +2,592,532 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,614,235 $291M 0.03% +2,713,045 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,516,510 $283M 0.1% +2,636,620 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,445,858 $278M 0.33% +2,712,999 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,338,684 $269M 0.41% +2,539,963 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,271,741 $264M 1.57% +2,215,901 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,154,240 $254M 1.18% +2,412,043 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,923,303 $236M 0.2% +2,197,703 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,833,612 $228M 2.16% +2,123,863 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,573,607 $207M +1,919,552 Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 2,511,036 $202M 5.36% +1,895,628 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,499,328 $201M 0.28% +1,872,643 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,401,779 $194M 0.56% +1,803,819 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,345,040 $189M 1.04% +1,726,532 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,278,245 $184M 0.01% +1,720,695 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,213,868 $178M +1,769,000 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,182,308 $176M 0.24% +1,687,429 13F-HR/A Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,157,381 $174M 0.21% +1,607,665 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,961,465 $158M 0.19% +1,497,843 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,933,766 $156M 4.51% +1,458,467 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,927,108 $155M 1.98% +1,454,404 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,791,507 $144M 3.73% +1,277,118 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,764,095 $142M 7.63% +1,330,478 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,696,716 $136M 2.73% +80,593 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,677,870 $135M 2.56% +1,256,631 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,677,870 $135M 2.24% +1,256,631 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,674,384 $135M 0.84% +1,315,611 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,657,960 $134M 1.32% +1,215,971 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,654,013 $133M 0.26% +1,269,332 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,570,945 $127M 0.26% +1,235,443 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,537,251 $124M 0.72% +1,181,829 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,527,267 $123M 10.43% +1,140,041 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,492,990 $120M 0.72% +1,117,041 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,482,046 $119M 0.71% +920,449 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,402,905 $113M 0.17% +1,069,434 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,400,393 $113M 1.63% +1,044,159 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,359,872 $110M 0.33% +1,044,362 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,355,435 $109M 0.24% +1,027,994 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,297,689 $105M 0.38% +968,134 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,247,189 $100M 1.82% +932,635 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 1,224,488 $98.7M 6.08% +918,366 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,212,621 $97.7M 8.28% +912,670 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,202,798 $96.9M 0.4% +932,460 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,197,848 $96.5M 1.69% +841,727 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,177,558 $94.9M 0.12% +846,422 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,119,178 $90.2M 0.16% +849,293 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,094,719 $88.2M 0.45% +870,274 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,080,918 $87.1M 1.39% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,078,534 $86.9M 0.58% +949,792 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,072,063 $86.4M 5.14% +772,232 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 297,343 $85.4M 3.12% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,051,352 $84.7M 10.91% +797,569 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,044,975 $84.2M 3.01% +783,845 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,039,951 $83.8M 1.99% +786,453 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,014,936 $81.8M 2.96% -6,219 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,014,387 $81.7M 0.4% +915,723 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,010,649 $81.4M 3.25% +755,785 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,004,416 $80.9M 7.6% +758,386 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 981,870 $79.1M 0.91% +736,491 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 962,079 $77.5M 4.49% +728,808 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 944,180 $75.9M 2% +898,132 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 940,415 $75.8M 12.23% +690,966 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 940,189 $75.8M 0.13% +682,149 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 262,256 $75.3M 0.02% +199,185 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 894,773 $72.1M +675,335 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 892,866 $71.9M +683,259 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 861,631 $69.4M 0.35% +669,747 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 853,273 $68.7M 1.41% +653,720 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 848,107 $68.3M 0.32% +656,261 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 831,448 $67M 0.81% +623,956 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 810,992 $65.3M <0.01% +652,531 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 785,840 $63.3M 1.76% +599,841 13F-HR Timeline CX Institutional More: the full row for CX Institutional 767,143 $61.8M 1.78% +590,739 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 758,002 $61.1M 2.23% +564,601 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 740,816 $59.7M 2.21% +547,852 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 706,160 $56.9M 10.45% +531,393 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 702,864 $56.6M 10.49% +529,455 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 697,960 $56.4M 0.09% +470,738 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 698,320 $56.3M 0.14% +541,924 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 688,447 $55.5M 0.39% +511,521 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 683,602 $55.1M 2.82% +540,426 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 678,443 $54.7M 0.25% +468,687 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 678,271 $54.6M 5.11% +510,482 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 674,232 $54.5M 1.73% +530,140 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 676,163 $54.5M 0.6% +394,307 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 669,702 $54.1M 15.68% +505,510 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 655,679 $52.8M 1.31% +506,357 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 654,530 $52.7M 4.96% +493,263 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 640,579 $51.6M 0.18% +481,069 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 630,315 $50.8M 1.86% +472,009 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 626,783 $50.5M 0.4% +474,458 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 626,046 $50.4M 9.51% +447,443 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 623,639 $50.2M 0.19% +489,534 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 620,012 $50M 3.78% +463,522 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 619,635 $49.9M 3.88% +470,855 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 616,950 $49.7M 9.37% +475,976 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 605,468 $48.8M 0.49% +452,966 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 602,670 $48.6M 6.33% +450,869 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 601,621 $48.5M +255,943 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 594,579 $48.1M 0.08% +445,255 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 671,664 $47.9M 11.5% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 590,098 $47.5M 5.54% +443,012 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 587,604 $47.3M 0.44% +460,704 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 587,191 $47.3M 0.53% +439,106 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 586,924 $47.3M 0.52% +459,085 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 584,077 $47.1M 2.97% +439,723 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 583,370 $47M 2.41% +439,739 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 480,134 $46.9M 0.14% +440,703 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 572,039 $46.1M 7.64% +428,706 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 557,784 $44.9M 26.26% +417,544 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 557,391 $44.9M 3.35% +419,232 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 555,266 $44.7M 0.12% +417,925 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 550,155 $44.3M 0.2% +411,735 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 537,525 $43.3M 0.9% +401,222 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 527,808 $42.5M <0.01% +394,031 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 527,486 $42.5M 5.4% +396,389 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 525,840 $42.4M 0.6% +388,277 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 525,196 $42.3M 3.39% +394,306 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 520,497 $41.9M 5.4% +391,050 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 515,810 $41.6M 2.39% +391,879 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 503,865 $40.6M 1.56% +378,782 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 500,094 $40.3M 8.17% +367,719 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 499,187 $40.2M 4.94% +382,860 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 496,380 $40M 14.1% +417,139 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 492,340 $39.7M 6.45% +369,710 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 489,324 $39.4M 0.27% +365,004 13F-HR Timeline Group TL Private Wealth More: the full row for TL Private Wealth 488,218 $39.4M 14.43% +366,541 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 473,770 $38.2M 2.47% +355,658 13F-HR Timeline American Trust More: the full row for American Trust 471,888 $38M 2.93% +352,509 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 464,169 $37.4M 0.15% +342,293 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 461,813 $37.2M 0.68% +356,031 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 459,384 $37M 0.75% +408,975 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 458,206 $36.9M 2.02% +341,897 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 456,294 $36.8M 0.21% +342,648 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 452,353 $36.4M 0.2% +344,629 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 451,680 $36.4M 0.05% +383,553 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 449,616 $36.2M 3.02% +337,212 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 448,329 $36.1M 4.71% +317,797 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 445,428 $35.9M +338,622 Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 443,574 $35.7M 0.49% +342,866 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 443,568 $35.7M 0.66% +353,658 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 441,470 $35.6M 3.53% +398,819 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 440,589 $35.5M 7.16% +328,465 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 435,256 $35.1M 4.67% +329,223 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 434,525 $35M 6.55% +326,444 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 429,135 $34.7M 0.34% +321,657 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 421,554 $34M 0.9% +273,074 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 421,177 $33.9M 0.01% +315,763 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 409,965 $33M +305,356 Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 402,845 $32.5M 10.89% +301,257 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 398,618 $32.1M 0.63% +310,898 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 396,501 $31.9M 4.11% +300,544 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 395,974 $31.9M 1.38% +297,322 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 393,998 $31.7M 1.73% +296,842 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 388,640 $31.3M 11.25% +327,934 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 388,334 $31.3M 15.08% +292,147 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 385,590 $31.1M 11.19% +291,368 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 382,493 $30.8M 0.26% +286,150 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 381,713 $30.8M 2.06% +280,875 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 381,699 $30.8M 0.05% +272,148 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 376,125 $30.3M 0.88% +282,158 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 375,687 $30.3M 1.15% +261,346 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 368,074 $29.7M 10.43% +269,264 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 367,145 $29.6M 5.9% +275,663 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 365,556 $29.5M 1.06% +272,765 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 364,810 $29.4M 0.13% +284,407 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 364,754 $29.4M 0.14% +276,053 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 363,455 $29.3M 6.53% +273,309 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 363,104 $29.3M 4.12% +275,354 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 361,971 $29.2M 2.42% +273,778 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 361,279 $29.1M 1.12% +292,325 13F-HR Timeline