BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,643,649 $2B 0.13% -114,752 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,662,582 $1.69B 0.09% +308,016 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,009,206 $1.27B 0.34% +391,943 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,241,202 $1.14B 0.26% +481,316 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,100,827 $964M 0.17% +9,636 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,526,857 $876M 0.05% +72,857 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,884,735 $614M -60,924 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,834,889 $606M 0.35% -4,263 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,715,315 $587M 0.12% +47,444 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,660,253 $578M +164,933 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,335,671 $528M 0.21% +350,014 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,883,738 $456M 0.56% +177,083 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,823,051 $446M 0.41% +123,115 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,518,659 $398M 0.07% +41,996 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,266,781 $358M 0.45% -126,120 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,184,266 $345M 2.58% -44,739 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,958,777 $310M 0.6% +8,904 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,822,230 $288M 0.03% -38,414 13F-HR Timeline Group Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 1,697,161 $269M -1,140,944 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,623,862 $257M 0.3% +239,020 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,466,544 $232M 0.22% +11,354 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,425,288 $225M 0.66% +26,177 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,422,806 $225M 2.12% -40,411 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,390,923 $220M 0.18% +15,457 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,295,485 $205M -27,606 Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,132,957 $179M 2.13% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,112,040 $176M 0.39% +21,928 13F-HR/A Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,053,342 $166M 4.82% +13,189 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 965,211 $153M 0.21% +9,687 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 951,013 $150M 0.23% +94,365 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 942,212 $149M 0.18% -117 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. 917,460 $145M 0.07% +4,355 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 868,322 $137M 0.76% -157 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 829,634 $131M 0.87% +762,075 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 820,989 $130M 4.34% -68,444 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 798,906 $126M 3.14% +9,230 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 798,791 $126M +19,799 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 750,642 $119M 0.04% -1,700 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 748,425 $118M 8.22% +17,343 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 747,548 $118M 18.58% +12,208 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 724,200 $114M 2.58% -311,500 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 715,436 $113M 0.48% -34,109 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 701,058 $111M 0.15% -22,800 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 686,126 $108M 0.65% -6,097 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 656,338 $104M 9.28% +10,349 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 639,762 $101M +1,530 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 632,647 $100M +49,810 Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 631,801 $100M 11.46% +44,992 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 627,405 $99.1M 0.2% +104,879 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 581,756 $91.9M 0.16% -80,277 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 579,951 $91.6M 2.08% -6,382 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 567,887 $89.7M 0.09% -15,185 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 567,525 $89.7M 14.29% +7,765 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 556,485 $87.9M 0.96% +5,711 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 554,044 $87.6M 1.38% +1,580 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 544,941 $86.1M 0.5% +107,941 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 517,115 $81.7M 0.42% +382 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 476,821 $75.4M 0.03% +36,976 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 462,725 $73.1M +7,945 Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 459,352 $72.6M 6.13% +1,940 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,958,647 $71.5M 4.72% +49,470 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 425,390 $67.2M 2.51% +4,197 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 390,879 $61.7M 2.47% -5,327 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 383,216 $60.6M 0.3% +150,934 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 381,419 $60.3M 5% +27,699 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 381,117 $60.2M 0.03% +35,440 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 375,558 $59.3M 2.05% -1,348 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 368,755 $58.3M <0.01% +23,345 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 366,684 $57.9M 0.25% -2,275 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 361,160 $57.1M 0.95% -12,333 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 353,157 $56.9M 0.1% +7,678 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 352,667 $55.7M 0.28% +17,336 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 343,741 $54.3M 0.18% +13,164 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 343,695 $54.3M 1.59% +14,014 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 342,284 $54.1M 0.16% +4,813 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 341,684 $54M 6.73% -41,323 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 338,797 $53.5M 0.25% -43,867 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 336,885 $53.2M 0.25% +69,642 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 329,351 $52M 10.04% -2,025 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 324,884 $51.3M 6.61% +11,988 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 323,133 $51.1M 9.87% -4,409 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 322,587 $51M 9.61% +73,749 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 314,360 $49.7M 0.37% -18,503 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 312,243 $49.3M 2.94% +5,338 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 294,968 $46.6M 0.29% +4,063 13F-HR/A Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 293,079 $46.3M 7.56% -5,146 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 292,707 $46.3M 0.04% +2,579 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 277,781 $43.9M 3.41% +8,859 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 272,000 $43M 0.46% +8,985 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 271,152 $42.9M 0.4% +75,383 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 270,440 $42.7M 0.15% +11,974 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 270,374 $42.7M 12.56% +1,602 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 268,026 $42.4M 0.5% +103,818 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 265,343 $41.9M 0.12% -16,733 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 259,947 $41.8M 0.59% -15,406 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 259,525 $41M 4.75% +1,900 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 256,205 $40.5M +3,057 Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 249,044 $39.4M 5.14% +2,709 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 247,460 $39.1M +124,336 Timeline Human Investing LLC More: the full row for Human Investing LLC 247,277 $39.1M 5.07% -644 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 244,299 $38.6M 0.59% +5,313 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 233,299 $36.9M 1.29% +232,370 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 232,675 $36.8M 0.04% +4,198 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 230,745 $36.5M 10.85% +4,992 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 229,901 $36.3M 6.86% +228,266 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 225,560 $35.6M 0.17% -22,143 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 224,177 $35.4M 0.99% +960 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 224,086 $35.4M 6.54% +6,294 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 223,282 $35.3M 1.1% +22 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 222,765 $35.2M 7.02% -1,335 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 220,387 $34.8M 1.08% -18,690 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 220,368 $34.8M 3.76% +8,609 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 219,439 $34.7M 0.21% +4,602 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 218,601 $34.5M 7.11% +4,799 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 216,445 $34.2M 3.02% +3,487 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 215,320 $34M 3.3% +2,971 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 214,968 $34M 0.14% +17,727 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 214,503 $33.9M 0.64% +16,454 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 214,060 $33.8M 7.45% +1,285 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 212,745 $33.6M 10.95% +1,491 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 209,887 $33.2M 14.68% +4,031 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 203,652 $32.9M 0.1% +174,329 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 206,296 $32.6M 1.61% -4,462 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 205,468 $32.5M 13.69% +14,256 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 200,033 $31.6M 3.02% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 191,733 $30.3M 2.41% -6,319 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 189,527 $30M 6.5% +1,615 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 188,188 $29.7M 0.08% +3,489 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 187,777 $29.7M +1,318 Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 187,487 $29.6M 1.55% -11,601 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 187,171 $29.6M 6.43% -22,976 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 185,047 $29.2M 0.2% +3,916 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 184,342 $29.1M 0.07% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 184,044 $29.1M 1.58% +8,587 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 182,780 $28.9M 4.35% -7,043 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 181,141 $28.6M 2.67% +107 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 179,131 $28.3M 8.24% +1,038 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 178,824 $28.3M 6.83% +17,449 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 178,331 $28.2M 3.32% -4,174 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 175,650 $27.8M 5.17% +763 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 174,068 $27.5M 0.5% +4,646 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 173,259 $27.4M 2.49% -2,426 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 173,020 $27.3M 9.86% -6,016 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 171,729 $27.1M 0.21% +4,551 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 171,395 $27.1M <0.01% +15,735 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 170,754 $27M 0.03% -27,283 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 166,859 $26.4M 0.23% +3,226 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 166,645 $26.3M 0.52% -50,649 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 166,367 $26.3M <0.01% -59 13F-HR Timeline Group Annandale Capital, LLC More: the full row for Annandale Capital, LLC 164,994 $26.1M 3.86% +1,007 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 164,700 $26.1M 13.17% +877 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 162,620 $25.7M 3.38% +603 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 161,531 $25.5M 0.1% +53,235 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 161,288 $25.5M 9.04% +43,854 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 160,478 $25.4M 2.37% -5,903 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 158,781 $25.1M 0.03% +19,696 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 158,764 $25.1M 13.84% +158,764 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 157,965 $25M 0.04% +12,759 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 157,789 $24.9M 0.09% +18,492 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 157,118 $24.8M 1.25% +20,397 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 156,108 $24.7M 0.27% +8,344 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 155,902 $24.6M 4.41% +705 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 154,087 $24.4M 1.13% -3,383 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 152,983 $24.2M 4.94% -10,056 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 152,205 $24.1M 0.89% -28,001 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 150,576 $23.8M 3.01% -4,502 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 150,142 $23.7M 4.47% +803 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 149,254 $23.6M 5.01% -1,778 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 147,002 $23.2M 5.65% +1,895 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 146,661 $23.2M 0.03% +9,680 13F-HR Timeline Group Markowski Investments More: the full row for Markowski Investments 144,471 $22.8M 5.03% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 143,339 $22.7M 0.12% +6,391 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 141,144 $22.3M 0.21% -162,592 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 140,259 $22.2M 0.08% +31,002 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 139,834 $22.1M 1.01% +9,680 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 138,056 $21.8M 0.22% +13,481 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 135,839 $21.5M 0.93% +7,764 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 134,397 $21.2M -1,316 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 133,987 $21.2M 0.46% +48,262 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 132,660 $21M 0.71% -3,231 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 132,625 $21M 2.17% -1,859 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 132,109 $20.9M 1% +460 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 129,109 $20.4M 4.57% +24,525 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 128,393 $20.3M 1.67% -3,138 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 125,484 $19.8M 1.92% +3,471 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 125,071 $19.8M 2.34% +3,103 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 124,578 $19.7M 0.86% +2,399 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 123,362 $19.5M 1.16% -644 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 122,682 $19.4M 1.56% +4,919 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 121,917 $19.3M 1.58% -16,173 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 121,505 $19.2M 0.36% -3,188 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 120,747 $19.1M 0.23% +12,391 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 120,424 $19M 3.63% +43,132 13F-HR/A Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 120,326 $19M 4.62% +23,850 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 119,863 $18.9M 7% +7,203 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 118,890 $18.8M 0.47% -17,482 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 118,854 $18.8M 9.23% -10 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 118,785 $18.8M 1.31% +27 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 118,550 $18.7M 3.2% +2,532 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 116,160 $18.4M 2.42% +8,358 13F-HR Timeline