BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,528,880 $1.8B 0.13% +627,046 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,202,996 $1.46B 0.09% +161,311 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,720,006 $1.11B 0.34% +274,754 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,820,119 $979M 0.27% +345,129 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,506,257 $790M 0.15% +204,501 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,363,002 $770M 0.05% +90,312 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,187,841 $602M 0.14% +168,579 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 3,618,754 $519M 0.37% +43,718 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,530,789 $507M +37,787 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,920,519 $419M +9,236 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,645,151 $380M 0.41% +157,063 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,751,727 $373M 0.57% +105,528 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,595,284 $372M 0.23% +251,958 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,491,630 $358M 0.06% +4,556 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,374,374 $341M 0.45% +2,049 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,314,911 $332M 2.67% +68,167 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,913,439 $275M 0.63% +60,880 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,869,900 $268M 0.04% -149,967 13F-HR/A Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,505,250 $216M 2.29% -6,000 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,466,668 $210M 0.19% +101,529 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,455,086 $209M 0.31% +84,346 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,420,355 $204M 0.22% +63,617 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,398,107 $200M 0.77% -6,319 13F-HR Timeline Group Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 1,419,083 $199M -1,226 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,156,681 $166M +24,528 Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,132,957 $163M 2.1% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,090,230 $156M 0.41% +83,172 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,035,700 $149M 3.12% +311,500 13F-HR/A Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,027,796 $148M 4.87% +49,887 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 935,305 $134M +33,116 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 935,150 $134M 0.18% -3,596 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 928,873 $133M 0.21% +329,944 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. 909,000 $130M 0.07% +17,565 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 892,467 $128M 4.87% +256 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 829,110 $119M 0.73% +67,954 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 820,249 $118M 0.22% +22,237 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 790,209 $113M 3.13% -18,475 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 761,565 $109M 0.16% +201,547 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 730,203 $105M 0.14% +42,286 13F-HR/A Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 726,001 $104M 17.79% +17,498 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 725,844 $104M 0.43% -3,387 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 708,721 $102M 0.04% +63,918 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 704,387 $101M 8.3% +20,077 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 700,928 $101M 0.06% +696,944 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 698,050 $100M 0.2% +126,550 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 656,663 $94.2M -7,398 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 653,253 $93.8M 0.64% +32,299 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 642,119 $92.2M 9.13% +4,156 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 627,137 $90M 0.22% +46,941 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 586,833 $84.2M +343,178 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 582,800 $83.6M 2.15% -6,798 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 569,968 $81.8M 0.1% +14,130 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 549,805 $78.9M 14.26% +6,103 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 543,929 $78.1M 1% +6,203 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,978,503 $77.2M 6.12% +70,074 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 493,191 $72.4M 0.1% +3,577 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 501,324 $72M 8.81% +70,018 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 480,281 $68.9M 0.38% +5,156 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 471,838 $67.7M 9.45% +8,910 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 434,636 $62.4M 6.36% -5,572 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 417,062 $59.9M 0.03% +15,486 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 396,265 $56.9M 1.17% -152,187 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 390,509 $56M 2.48% -4,711 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 376,884 $54.1M 0.25% -7,068 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 371,228 $53.3M 0.96% +2,030 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 368,921 $52.9M +204,466 Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 345,556 $49.6M 4.73% -1,138 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 342,801 $49.2M 0.4% -3,783 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 340,681 $48.9M 11.39% -10,104 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 337,278 $48.4M 1.91% -7,670 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 336,132 $48.2M 3.05% +123,278 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 331,827 $47.6M 0.17% +4,311 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 327,388 $47M 0.36% +26,249 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 326,990 $46.9M 11.16% -376 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 323,090 $46.4M 0.03% +18,084 13F-HR/A Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 318,956 $45.8M 1.9% -11,296 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 314,048 $45.1M 1.68% -2,940 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 311,151 $44.7M 0.14% +12,473 13F-HR/A Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 307,633 $44.2M 6.64% +4,596 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 304,969 $43.8M 3.01% +3,545 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 298,771 $42.9M 7.66% +2,198 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 297,403 $42.7M 0.23% +27,700 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 295,710 $42.4M <0.01% +31,593 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 289,443 $41.5M 0.82% +8,864 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 289,191 $41.5M 0.45% +202,003 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 280,996 $40.3M 0.04% +11,047 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 279,427 $40.1M 0.14% +26,117 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 278,479 $40M 0.32% +6,776 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 270,704 $38.9M 12.71% +6,495 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 267,804 $38.4M 3.54% +3,186 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 260,827 $36.9M 0.15% +30,837 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 250,940 $36M 4.71% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 248,065 $35.6M 5.09% +8,069 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 246,463 $35.4M 5% +187 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 244,332 $35.1M 0.43% +38,726 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 243,840 $35M 0.19% +13,425 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 232,245 $33.3M 1.16% +16,630 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 230,157 $33M 2.98% +1,082 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 229,437 $32.9M 0.23% +2,366 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 221,838 $31.8M 10.85% +11,190 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 220,806 $31.8M 1.04% +2,434 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 220,459 $31.6M 0.53% -12,133 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 220,265 $31.6M 7.11% +3,376 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 218,597 $31.4M 0.02% +49,694 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 218,515 $31.4M 1.02% +1,990 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 216,947 $31.1M 1.36% +16,196 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 215,956 $31M 0.2% +14,674 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 214,490 $30.8M 0.18% +11,800 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 214,265 $30.8M 7.28% -296 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 213,470 $30.6M 7.21% -3,103 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 213,462 $30.6M 4.01% +662 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 212,334 $30.5M 3.24% +7,011 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 211,693 $30.4M 1.5% +1,363 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 211,687 $30.4M 7.84% +1,287 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 211,441 $30.3M 7.01% +93 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 210,973 $30.3M 3.28% +831 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 208,881 $30M 0.04% +5,642 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 205,231 $29.5M 0.58% +13,665 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 204,322 $29.3M 0.12% -3,635 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 201,563 $28.9M 2.88% -8,067 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 201,439 $28.9M 14.93% +8,579 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 200,033 $28.7M 2.96% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 197,568 $28.4M 10.48% -52,383 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 197,082 $28.3M 0.61% -629 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 196,748 $28.2M 0.88% +1,701 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 194,005 $27.8M 0.15% +13,739 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 191,581 $27.5M 1.61% -10,669 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 191,421 $27.5M 4.71% -1,524 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 186,679 $26.8M 0.05% +164,934 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 186,045 $26.7M 6.87% +6,756 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 185,639 $26.6M +4,633 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. 183,920 $26.4M 3.54% +61,966 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 183,259 $26.3M 2.87% +3,094 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 182,198 $26.1M 0.07% +161 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 180,976 $26M 2.75% -2,292 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 180,798 $25.9M 0.3% +15,173 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 176,833 $25.4M 0.3% -33,976 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 174,597 $25.1M 0.19% 13F-HR/A Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 173,630 $24.9M 1.53% +12,871 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 173,550 $24.9M 0.56% +8,166 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 171,822 $24.7M 5.17% +2,999 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 171,246 $24.6M 4.86% -1,758 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 170,637 $24.5M 7.76% +3,857 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 168,719 $24.2M 6.41% -9,651 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 168,517 $24.2M 3.94% +12,356 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 166,845 $23.9M 3.19% -1,213 13F-HR Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 164,293 $23.6M 12.03% -653 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 163,264 $23.4M <0.01% +1,246 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 161,299 $23.1M 0.06% +7,687 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 157,818 $22.7M 13.29% +592 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 156,641 $22.5M 0.12% +568 13F-HR Timeline Group Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 156,215 $22.4M 4.22% +4,548 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 155,785 $22.4M 3.58% +1,760 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 153,925 $22.1M 4.38% +3,439 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 153,066 $22M 1.23% -32,907 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 150,847 $21.6M 4.69% +141,793 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 149,171 $21.4M 0.71% +2,828 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 148,544 $21.3M 0.27% +12,877 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 147,512 $21.2M 1.4% +54,739 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 147,023 $21.1M 4.63% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 145,298 $20.9M 0.66% -642 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 144,815 $20.8M <0.01% +12,315 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 144,777 $20.8M 4.86% +25,082 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 144,312 $20.7M 5.58% +787 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 141,814 $20.4M 0.04% +23,869 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 141,732 $20.3M 1.08% -5,834 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 141,403 $20.3M 0.98% +49,535 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 138,653 $19.9M 0.62% -29,150 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 138,090 $19.8M 1.72% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 137,816 $19.8M 1.04% -4,557 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 136,920 $19.7M +4,262 Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 136,607 $19.6M 0.53% -201 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 136,510 $19.6M 0.84% +4,785 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 136,235 $19.6M 6.08% +18 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 135,376 $19.4M 0.03% -1,401 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 135,353 $19.4M 2.34% -3,349 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 133,100 $19.4M 1.72% -3,992 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 132,086 $19M 0.15% -147,336 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 130,654 $18.8M 0.03% +15,061 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 128,116 $18.4M 0.89% -37,783 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 124,045 $17.8M 1.12% -1,800 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 123,301 $17.7M 0.26% +10,896 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 123,124 $17.7M 0.97% +115,215 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 122,895 $17.6M 5.13% +7,528 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 120,847 $17.3M 1.24% -7,759 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 120,735 $17.3M 0.77% +32,798 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 120,717 $17.3M 11.26% -9,855 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 120,710 $17.3M 0.15% +24,200 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 120,392 $17.3M 2.21% -1,338 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 119,401 $17.1M 0.2% new 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 118,948 $17.1M 0.96% -712 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 118,864 $17.1M 6.48% +40,001 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 118,733 $17M 1.49% +28 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 118,038 $16.9M 16.22% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 117,870 $16.9M 1.31% -6,968 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 117,571 $16.9M 0.09% 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 117,350 $16.8M 1.53% +1,408 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 116,090 $16.7M 0.83% +1,885 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 114,670 $16.5M 6.59% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 113,954 $16.4M 0.07% +7,816 13F-HR Timeline