BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,758,401 $1.89B 0.14% +229,521 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,354,566 $1.53B 0.09% +151,570 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,617,263 $1.13B 0.35% -102,743 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,759,886 $1B 0.27% -60,233 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,091,191 $902M 0.18% +584,934 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,454,000 $793M 0.05% +90,998 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,945,659 $584M +1,025,140 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,839,152 $569M 0.39% +220,398 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,667,871 $543M 0.13% -519,970 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,495,320 $518M -35,469 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,985,657 $435M 0.21% +390,373 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,706,655 $401M 0.59% -45,072 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,699,936 $400M 0.43% +54,785 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 2,838,105 $399M +1,419,022 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,476,663 $367M 0.07% -14,967 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,392,901 $354M 0.5% +18,527 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,229,005 $330M 2.8% -85,906 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,949,873 $289M 0.71% +36,434 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,860,644 $276M 0.04% -9,256 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,463,217 $217M 2.3% -42,033 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,455,190 $216M 0.23% +34,835 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,399,111 $207M 0.82% +1,004 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,384,842 $205M 0.3% -70,244 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,375,466 $204M 0.19% -91,202 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,323,091 $196M +166,410 Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,132,957 $168M 2.74% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,090,112 $161M 0.42% -118 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,040,153 $154M 5.11% +12,357 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 $153M 3.21% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 955,524 $142M 0.22% +26,651 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 942,329 $140M 0.19% +7,179 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. 913,105 $135M 0.08% +4,105 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 889,433 $132M 4.97% -3,034 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 868,479 $129M 0.78% +39,369 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 856,648 $127M 0.22% +36,399 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 789,676 $117M 3.27% -533 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 778,992 $115M +17,427 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 752,342 $111M 0.05% +43,621 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 749,545 $111M 0.45% +23,701 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 735,340 $109M 18.54% +9,339 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 731,082 $108M 8.67% +26,695 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 723,858 $107M 0.15% -6,345 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 692,223 $99.4M 0.64% +38,970 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 662,033 $98M 0.2% -36,017 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 645,989 $95.7M 9.92% +3,870 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 638,232 $94.5M -18,431 Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 586,809 $86.9M 10.83% +85,485 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 586,333 $86.8M 2.38% +3,533 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 582,837 $86.3M -3,996 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 583,072 $86.3M 0.1% +13,104 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 559,760 $82.9M 14.89% +9,955 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 552,464 $81.8M 1.32% +156,199 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 550,774 $81.6M 1.05% +6,845 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 522,526 $77.4M 0.21% -104,611 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 516,733 $76.5M 0.39% +36,452 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 501,305 $74.2M 0.05% -199,623 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 457,412 $67.7M 5.97% +22,776 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 454,780 $67.4M +85,859 Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,909,177 $67.1M 5.05% -69,326 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 439,845 $65.1M 0.03% +22,783 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 437,000 $64.7M 0.49% +94,199 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 421,193 $62.4M 2.69% +102,237 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 396,206 $58.7M 2.55% +5,697 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 383,007 $56.7M 7.87% -88,831 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 382,664 $56.7M 0.27% +5,780 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 373,493 $56.1M 0.98% +2,265 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 376,906 $55.8M 2.18% +39,628 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 368,959 $54.6M 0.26% +212,318 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 353,720 $52.4M 4.96% +8,164 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 345,677 $51.2M 0.03% +22,587 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 345,479 $51.2M 0.11% -147,712 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 345,410 $51.2M <0.01% +49,700 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 337,471 $50M 0.18% +5,644 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 335,331 $49.7M 0.28% +37,928 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 332,863 $49.3M 0.37% +5,475 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 331,376 $49.1M 11.27% +4,386 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 330,577 $49M 0.18% +51,150 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 329,681 $48.8M 1.69% +15,633 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 327,542 $48.5M 11.25% -13,139 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 312,896 $46.3M 7.09% +5,263 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 306,905 $45.5M 3.11% +1,936 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 303,736 $45M 0.49% +14,545 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 298,225 $44.2M 7.87% -546 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 290,905 $43.1M 0.32% +12,426 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 290,128 $43M 0.04% +9,132 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 275,353 $42.7M 0.63% -14,090 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 286,783 $42.5M 0.14% -24,368 13F-HR/A Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 268,922 $39.8M 3.47% +1,118 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 268,772 $39.8M 13.37% -1,932 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 267,243 $39.6M 0.21% +37,806 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 263,015 $39M 0.46% +18,683 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 258,466 $38.3M 0.15% -2,361 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 257,625 $38.2M 4.85% +6,685 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 253,148 $37.5M +219,466 Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 248,838 $36.9M 7.97% +97,991 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 247,921 $36.7M 5.35% +1,458 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 247,703 $36.7M 0.2% +3,863 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 246,335 $36.5M 5.29% -1,730 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 239,077 $35.4M 1.27% +6,832 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 238,986 $35.4M 0.59% +33,755 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 232,282 $34.4M 0.27% +55,449 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 228,477 $33.8M 0.04% +19,596 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 225,753 $33.4M 11.15% +3,915 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 224,100 $33.2M 7.33% +3,835 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 223,260 $33.1M 1.12% +4,745 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 223,217 $33.1M 1.1% +2,411 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 217,792 $32.3M 6.99% +6,351 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 217,294 $32.2M 0.54% -3,165 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 214,837 $31.8M 0.21% -1,119 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 213,802 $31.7M 7.34% +332 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 212,958 $31.5M 3.3% +624 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 212,775 $31.5M 8.19% +1,088 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 212,349 $31.4M 3.38% +1,376 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 211,759 $31.4M 3.99% -1,703 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 211,254 $31.3M 11.61% +108,264 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 210,758 $31.2M 1.63% -935 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 210,147 $31.1M 7.63% -4,118 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 205,856 $30.5M 15.27% +4,417 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 200,033 $29.6M 3.13% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 199,088 $29.5M 1.71% +7,507 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 198,052 $29.3M 2.66% -32,105 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 198,049 $29.3M 0.63% +967 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 198,037 $29.3M 0.05% +11,358 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 197,241 $29.2M 0.14% +3,236 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 195,769 $29M 0.27% +47,225 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 191,212 $28.3M 13.69% 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 189,823 $28.1M 4.72% -1,598 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 187,912 $27.8M 7.07% +1,867 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 186,459 $27.6M +820 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 184,699 $27.4M 0.08% +23,400 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 184,342 $27.3M 0.08% +2,144 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. 182,505 $27M 3.64% -1,415 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 181,131 $26.8M 0.21% +6,534 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 181,034 $26.8M 2.79% +58 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 180,206 $26.7M 1.11% +43,696 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 179,036 $26.5M 10.65% -18,532 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 178,093 $26.4M 8.24% +7,456 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 175,685 $26M 2.6% -25,878 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 175,457 $26M 1.58% +1,827 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 174,887 $25.9M 5.35% +3,065 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 169,422 $25.1M 0.52% -4,128 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 167,178 $24.7M 0.23% +127,724 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 166,426 $24.6M <0.01% +3,162 13F-HR Timeline Group Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 166,381 $24.6M 2.57% -16,878 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 164,208 $24.3M 0.3% +62,412 13F-HR Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 163,823 $24.3M 12.36% -470 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 163,987 $24.3M 3.99% -4,530 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 163,633 $24.2M 0.26% -17,165 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 163,039 $24.1M 4.99% -8,207 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 162,017 $24M 3.68% +6,232 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 161,375 $23.9M 6.53% -7,344 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $23.5M 14.03% -157,818 13F-HR Timeline Amount filed as zero, left out of ratios. MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 157,470 $23.3M 1.29% +4,404 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 155,660 $23.1M <0.01% +10,845 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 155,197 $23M 4.52% +1,272 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 155,078 $23M 3.21% -11,767 13F-HR Timeline Group Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 151,032 $22.4M 5.08% +4,009 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 149,535 $22.1M <0.01% +113,770 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 149,339 $22.1M 5.12% +4,562 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 147,764 $21.9M 0.28% +24,463 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 145,206 $21.5M 0.04% +3,392 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 145,107 $21.5M 6% +795 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 145,060 $21.5M 0.67% -238 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 139,297 $20.6M 0.09% +25,343 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 139,085 $20.6M 0.03% +8,431 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 138,090 $20.5M 1.8% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 137,293 $20.3M 2.34% +125,410 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 136,981 $20.3M 0.03% +1,605 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 136,948 $20.3M 0.16% +4,862 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 136,721 $20.2M 0.99% +8,605 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 136,372 $20.2M 0.59% -235 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 135,891 $20.1M 0.69% -13,280 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 135,713 $20.1M -1,207 Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 134,484 $19.9M 2.36% -869 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 133,757 $19.8M 0.21% +108,467 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 131,649 $19.5M 1% -6,167 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 131,531 $19.5M 1.74% -1,569 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 130,497 $19.3M 0.23% +11,096 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 130,154 $19.3M 1% -11,578 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 128,075 $19M 0.93% +11,985 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 125,305 $18.6M 0.53% -13,348 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 124,693 $18.5M 0.44% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 124,575 $18.4M 0.21% +27,442 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 124,149 $18.4M 14.4% +15,218 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 124,006 $18.4M 1.18% -39 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 123,124 $18.2M 0.99% 0 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 122,539 $18.1M 0.71% +110,973 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 122,179 $18.1M 0.88% -19,224 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 122,013 $18.1M 1.91% +9,080 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 121,968 $18.1M 2.27% +1,576 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 118,864 $17.6M 9.73% 0 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 118,758 $17.6M 1.33% +25 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 117,763 $17.4M 1.56% +413 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 117,650 $17.4M 10.86% -3,067 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 117,640 $17.4M 16.81% -398 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 117,628 $17.4M 1.27% -3,219 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 117,434 $17.4M 6.82% +2,764 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 116,018 $17.2M 3.36% +18,828 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 115,669 $17.1M 1.38% -2,201 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 113,556 $16.8M 0.96% -5,392 13F-HR Timeline