MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,044,443 $706M 0.04% +153,733 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,315,870 $390M 0.03% -137,519 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,613,898 $357M 0.05% +64,671 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,194,331 $338M 0.07% -75,799 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,501,325 $164M 1.82% +291,011 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,230,001 $152M 0.03% -45,283 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,172,728 $149M 0.04% +106,368 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,547,812 $120M 0.04% -167,972 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,281,465 $107M 0.02% +128,408 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,261,490 $106M 0.08% +1,151 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,537,061 $72.1M 0.02% -97,807 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,397,127 $65.6M 7.63% +85,938 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,284,000 $60.3M +161,438 Timeline TIAA group of 2 filers holding More: the full row for TIAA 1,242,024 $58.3M +259,339 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,197,958 $56.2M 0.07% +437,947 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,084,043 $50.9M 0.65% +9,110 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,067,083 $50.1M 0.05% +50,355 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 987,695 $47.1M 0.07% +258,417 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 941,084 $44.2M 0.03% -19,401 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 915,666 $43M 0.08% +58,992 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 835,048 $39.2M 0.04% +27,945 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 716,978 $33.6M 0.07% +653,230 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 697,860 $32.8M 0.04% +21,489 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 570,532 $26.8M 5.43% +84,520 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 561,481 $26.4M 0.06% -3,731 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 527,101 $24.7M 0.07% -4,716 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 513,892 $24.1M 1.66% -2,856,939 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 506,873 $23.8M 0.03% +102,101 13F-HR Timeline SCHOOL EMPLOYEES RETIREMENT BOARD OF OH… More: the full row for SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 506,822 $23.8M 12.26% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 474,619 $22.3M 0.1% +30,644 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 469,500 $22M 0.06% -57,600 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 437,214 $20.5M 0.04% -2,963 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 420,658 $19.7M 0.26% +5,572 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 412,985 $19.2M 0.03% -16,273 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 374,550 $17.6M 1.28% -6,025 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 359,899 $16.9M 1.68% +48,262 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 352,402 $16.5M 6.29% +11,868 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 348,329 $16.3M 1.67% +17,931 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 345,299 $16.1M -1,271 Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 341,067 $16M 4.17% +87,702 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 335,166 $15.7M 2.4% +332 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 333,130 $15.6M 2.42% +6,482 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 329,521 $15.5M 10.48% +8,208 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 326,189 $15.3M 1.61% +16,380 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 326,131 $15.3M +23,780 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 319,371 $15M 0.1% +90,208 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 319,099 $15M 1.03% +37,847 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 318,285 $14.9M 0.25% -23,425 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 313,949 $14.7M 0.04% +39,420 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 313,671 $14.7M 3.27% +7,358 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 298,985 $14M 0.77% +14,872 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 294,910 $13.8M 1.87% +284,586 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 293,463 $13.8M 1.42% +20,137 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 288,006 $13.5M 0.06% -1,206 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 271,390 $12.7M 1.52% +18,100 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 263,983 $12.4M 3.91% +5,742 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 247,183 $11.6M 1.18% +79,487 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 243,259 $11.4M 3.28% +3,831 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 240,075 $11.3M 0.86% -5,100 13F-HR Timeline Truffle Hound Capital, LLC More: the full row for Truffle Hound Capital, LLC 240,000 $11.3M 7.06% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 235,535 $11.1M 0.09% +971 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 235,406 $11M 0.89% -17,223 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 224,480 $10.5M 0.13% -4,208 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 222,920 $10.5M 6.95% +11,113 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 220,981 $10.4M 0.68% -2,377 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 219,702 $10.3M +3,343 Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 216,829 $10.2M 6.77% +13,843 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 215,626 $10.1M 0.05% -1,047 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 202,356 $9.5M 0.88% +20,800 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 201,183 $9.44M 0.61% +175 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 197,086 $9.25M +44,215 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 190,322 $9.05M 0.01% +19,490 13F-HR Timeline Group STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 191,220 $8.97M 0.94% +1,033 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 189,900 $8.91M 2.24% +3,865 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 183,192 $8.6M 0.1% +17,479 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 177,694 $8.35M 1.52% +4,806 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 176,721 $8.29M 2.25% +9 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 176,288 $8.27M 0.2% +6,049 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 175,456 $8.23M 3.04% +11,331 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 169,832 $7.97M 0.05% -10,887 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 167,270 $7.85M 0.92% +90,619 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 163,874 $7.69M 0.01% +26,242 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 159,385 $7.48M 0.14% +21,866 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 159,546 $7.47M 0.41% -8,605 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 158,011 $7.42M 0.11% -1,873 13F-HR Timeline Sculptor Capital LP in group Sculptor Capital LP More: the full row for Sculptor Capital LP 157,412 $7.39M 0.1% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 153,278 $7.19M 0.02% +1,935 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 153,142 $7.19M 0.04% +29,032 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 150,142 $7.05M 0.04% +270 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 147,526 $6.92M 2.24% +109,572 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 146,784 $6.84M 1.25% -20,290 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 145,647 $6.84M 2.15% +1,497 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 143,623 $6.74M 0.04% +25,279 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 141,017 $6.58M 1.13% +3,119 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 137,116 $6.43M 0.01% -16,148 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 136,921 $6.43M 0.45% +23,128 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 131,043 $6.15M 0.62% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 128,233 $6.02M 0.66% +64 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 126,948 $5.96M 0.1% +34,581 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 124,622 $5.85M 0.09% +2,448 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 123,539 $5.8M 0.02% +2,661 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 122,037 $5.73M 2.66% +1,552 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 121,598 $5.71M 1.24% -86,179 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 120,703 $5.66M 2.69% +20,591 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 119,651 $5.62M 0.56% +61,931 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 118,591 $5.57M 2.43% +9,156 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 117,178 $5.5M 0.62% +5,475 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 114,355 $5.37M 0.01% -25,733 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 112,857 $5.3M 0.71% +6,566 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 111,668 $5.24M 0.02% +13,409 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 108,280 $5.08M 0.01% -632 13F-HR Timeline Group Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 107,951 $5.07M 3.36% +19,039 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 107,808 $5.06M 0.14% +8,832 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 104,946 $4.93M 2.18% +8,989 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 104,190 $4.89M 0.03% +4,250 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 102,728 $4.82M 0.27% -211 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 102,100 $4.79M 0.01% +45,100 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 101,482 $4.76M 2.86% +35,800 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 101,193 $4.75M 0.71% +12,400 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 101,081 $4.74M 1.26% +89,527 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 101,033 $4.74M 2.53% +1,636 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 100,525 $4.72M 0.11% +5,312 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 97,825 $4.6M 0.54% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 97,726 $4.59M 0.03% +4,680 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 94,253 $4.42M 0.5% -50,940 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 94,211 $4.42M 2.19% +13,391 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 92,146 $4.32M 2.69% -12,504 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 91,500 $4.29M 1.02% +640 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 91,051 $4.27M 0.14% +121 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 90,714 $4.26M 0.05% -1,251 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 90,420 $4.24M 0.01% +2,269 13F-HR Timeline Group TKG Advisors, LLC More: the full row for TKG Advisors, LLC 90,359 $4.24M 1.82% +1,578 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 90,000 $4.22M 0.64% +10,000 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 88,875 $4.17M 0.77% -15,894 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 88,134 $4.14M 0.14% +6,833 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 87,483 $4.11M 0.24% +139 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 87,377 $4.1M 0.82% +33,993 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 84,263 $3.95M 0.03% -3,013 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 83,866 $3.94M 0.49% -903 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 83,711 $3.93M 0.07% +23,182 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 83,551 $3.92M 0.11% +995 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 82,209 $3.86M 0.41% +27,773 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 82,006 $3.85M 0.02% +1,654 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 81,037 $3.8M 0.49% +29,858 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 79,542 $3.73M 1.53% -1,380 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 78,925 $3.7M 1.23% -3,490 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 78,344 $3.68M 0.12% -12,920 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 77,840 $3.65M 1.03% -6,227 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 77,705 $3.65M 2.99% -58,808 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 77,474 $3.64M 0.14% +7,161 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 75,852 $3.56M 0.01% -8,726 13F-HR Timeline CONTINENTAL ADVISORS LLC More: the full row for CONTINENTAL ADVISORS LLC 75,723 $3.55M 2.4% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 74,303 $3.49M 0.02% -1,350 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 73,959 $3.47M 1.03% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 73,619 $3.46M +11,828 Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 73,294 $3.44M 0.08% -7,753 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 72,528 $3.4M 0.04% -175 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 71,585 $3.36M 2.57% +51,490 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 70,980 $3.33M 0.32% +5,197 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 70,221 $3.3M 1.22% +3,345 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 67,040 $3.28M 0.39% +15,359 13F-HR Timeline Group Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 62,675 $3.26M 1.98% 0 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 68,388 $3.21M 1.31% +3,642 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 68,055 $3.19M 0.01% +4,598 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 67,187 $3.15M <0.01% +3,666 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 66,644 $3.13M 0.08% -24 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 64,727 $3.04M 0.01% -70,639 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 63,806 $2.99M 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 63,713 $2.99M 0.13% +2,752 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 63,220 $2.97M 0.03% -10,320 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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