MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,428,816 $678M 0.04% -615,627 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/ 8,572,160 $403M 0.03% +256,290 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,047,351 $331M 0.06% -146,980 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,010,723 $330M 0.05% -603,175 13F-HR/A Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,751,091 $176M 1.95% +249,766 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,118,732 $147M 0.04% -53,996 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,082,258 $145M -147,743 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,564,934 $121M 0.04% +17,122 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,260,149 $106M 0.02% -21,316 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,254,417 $106M 0.08% -7,073 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,409,498 $66.3M 0.08% +211,540 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,305,045 $61.3M 0.01% -232,016 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 1,236,906 $58.3M -5,118 Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,198,323 $56.3M 7.35% -198,804 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,012,846 $47.6M 0.59% -71,197 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,003,312 $47.2M 0.04% -63,771 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 868,886 $40.9M 0.06% -118,809 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. 826,135 $38.8M 0.02% -114,949 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 799,483 $37.6M 0.07% -116,183 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 763,542 $35.9M 0.05% +65,682 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 752,637 $35.4M 0.04% -82,411 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 718,380 $33.8M 2.37% +204,488 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 689,292 $32.4M -594,708 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 687,435 $32.3M 0.07% -29,543 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 530,590 $24.9M 0.07% +3,489 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 518,319 $24.4M 0.13% 13F-HR Timeline SCHOOL EMPLOYEES RETIREMENT BOARD OF OH… More: the full row for SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 506,822 $23.8M 11.64% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 496,967 $23.4M 0.05% -64,514 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 492,027 $23.1M 0.03% -14,846 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 476,492 $22.4M 0.23% +417,602 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 441,931 $20.8M 0.04% +4,717 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 434,195 $20.3M 0.03% +21,210 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 408,204 $19.3M 0.25% -12,454 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 406,459 $19.1M 0.03% +381,190 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 404,117 $19M 0.07% -70,502 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 392,396 $18.5M 4.44% +51,329 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 387,540 $18.2M 1.05% +27,641 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 375,719 $17.7M 6.55% +23,317 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 373,406 $17.6M 1.68% +47,217 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 371,900 $17.5M 0.04% -97,600 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 362,252 $17M 1.17% -12,298 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 354,031 $16.6M 1.67% +5,702 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 335,815 $15.8M 1.76% +64,425 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 329,419 $15.5M 0.09% +10,048 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 323,359 $15.2M 3.04% +9,688 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 320,098 $15.1M 1.02% +999 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 317,701 $14.9M -8,430 Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 308,582 $14.5M 0.24% -9,703 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 298,989 $14.1M 0.04% -14,960 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 286,195 $13.7M -59,104 Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 287,063 $13.5M 1.36% +39,880 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 285,091 $13.4M 1.49% -9,819 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 282,175 $13.3M 0.05% -5,831 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 274,965 $12.9M 1.27% -18,498 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 268,336 $12.6M 0.67% -30,649 13F-HR Timeline Group IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 263,983 $12.4M 3.92% 0 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 261,538 $12.3M +41,836 Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 259,174 $12.2M 1.74% -73,956 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 247,500 $11.6M 0.87% +7,425 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 242,784 $11.4M 0.08% +7,249 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 242,111 $11.4M 3.04% -1,148 13F-HR Timeline Truffle Hound Capital, LLC More: the full row for Truffle Hound Capital, LLC 240,000 $11.3M 6.6% 0 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 238,681 $11.2M 0.85% +3,275 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 226,260 $10.6M 0.94% +23,904 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 223,647 $10.5M 0.13% -833 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 222,961 $10.5M 0.66% +21,778 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 221,153 $10.4M 6.92% -1,767 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 216,906 $10.2M 0.05% +1,280 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 215,274 $10.1M 0.65% -5,707 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 206,323 $9.7M 0.01% +16,001 13F-HR Timeline Group Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 200,000 $9.4M 5.02% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 199,792 $9.39M +2,706 Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 188,564 $8.87M 1.53% +10,870 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 184,231 $8.66M 0.05% +31,089 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 183,675 $8.64M 2.15% -6,225 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 181,682 $8.54M 0.93% +14,412 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 180,905 $8.51M 0.1% -2,287 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 176,301 $8.29M 2.23% -420 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 175,970 $8.27M 0.01% +12,096 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 172,527 $8.11M 2.08% +71,446 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 172,307 $8.1M 2.87% -3,149 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 170,189 $8M 0.62% +33,268 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 165,031 $7.76M 0.17% -11,257 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 154,355 $7.72M 0.95% +53,162 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 162,254 $7.63M 0.04% +18,631 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 156,083 $7.42M 0.41% -3,463 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 155,689 $7.32M 1.04% -179,477 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 143,044 $7.16M 1.2% +2,027 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 150,992 $7.1M 0.01% +102,676 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 150,502 $7.08M 0.04% +360 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 147,104 $6.92M 0.01% +119,761 13F-HR Timeline Group Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 146,961 $6.91M 2.39% +1,314 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 146,297 $6.88M 4.43% -70,532 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 140,518 $6.61M 0.04% -29,314 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 140,092 $6.59M <0.01% +106,428 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 137,372 $6.46M 0.11% +10,424 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 134,523 $6.33M 1.11% -12,261 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 132,913 $6.25M 0.66% +4,680 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 131,792 $6.2M 0.01% +64,605 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 128,663 $6.05M 0.01% +20,383 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 128,378 $6.04M 0.01% -8,738 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 127,503 $6M 0.01% +13,148 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 124,511 $5.84M 0.02% +972 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 123,643 $5.81M 0.74% +10,786 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 123,284 $5.8M 2.66% +1,247 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 119,478 $5.62M 1.72% -28,048 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 116,985 $5.5M 2.28% -1,606 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 116,844 $5.49M 0.59% -334 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 116,499 $5.48M 0.14% +8,691 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 115,709 $5.44M 0.5% -3,942 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 113,357 $5.33M 0.02% +1,689 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 112,727 $5.3M 0.08% -45,284 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 112,651 $5.3M 2.47% +18,440 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 110,800 $5.21M 0.03% +6,610 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 109,954 $5.17M 2.26% +5,008 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 108,933 $5.12M 0.28% +6,205 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 108,197 $5.09M 2.65% +7,164 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 106,042 $4.99M 3% -223,479 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 105,695 $4.97M 0.01% -47,583 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 101,524 $4.77M 0.07% -23,098 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 100,723 $4.74M 2.69% -759 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 100,602 $4.73M 0.01% +24,750 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 97,825 $4.61M 0.48% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 96,140 $4.52M 0.01% +5,720 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 95,189 $4.48M 0.03% +10,926 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 94,641 $4.45M 0.49% +388 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 93,046 $4.38M 1.03% +1,546 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 92,175 $4.33M 0.84% +4,798 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 92,002 $4.33M 1.74% +1,643 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 90,000 $4.23M 0.82% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 165,583 $4.16M 0.1% +6,198 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 88,081 $4.14M 0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 87,903 $4.13M 0.09% +36,344 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 87,410 $4.11M 0.11% +54,694 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 87,148 $4.1M 0.24% -335 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 86,541 $4.07M 0.5% +5,504 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 85,688 $4.03M 0.06% -5,026 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 85,565 $4.02M 1.23% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 85,281 $4.01M 0.01% +32,581 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 84,497 $3.97M 0.11% +946 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 83,869 $3.94M 1.39% +4,327 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 83,351 $3.92M 2.88% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 82,893 $3.9M 0.47% -973 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 81,583 $3.84M 0.09% +3,239 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 80,803 $3.8M 0.38% -1,406 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 77,403 $3.64M 0.03% -4,603 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 76,883 $3.62M 0.16% +13,170 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 75,758 $3.56M 0.01% +7,703 13F-HR Timeline Group CONTINENTAL ADVISORS LLC More: the full row for CONTINENTAL ADVISORS LLC 75,723 $3.56M 2.31% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 75,551 $3.55M 1.08% -3,374 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 75,427 $3.55M 0.57% +24,714 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 75,074 $3.53M 0.36% -116,146 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 74,942 $3.52M 0.07% -8,769 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 71,542 $3.52M 0.09% +4,898 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 73,201 $3.44M 0.11% -14,933 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 73,077 $3.44M 0.01% +9,271 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 72,569 $3.41M 0.31% +1,589 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 72,428 $3.41M 0.04% -100 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 72,361 $3.4M 1.3% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 72,080 $3.39M 1.2% +1,859 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 71,994 $3.39M 3.48% 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 70,687 $3.32M 0.62% -18,188 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 70,370 $3.31M 0.02% -3,933 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 70,297 $3.31M 0.95% -7,543 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 70,165 $3.3M 2.63% -1,420 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 67,158 $3.28M 0.36% +118 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 68,406 $3.22M 0.07% -4,888 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 68,106 $3.2M 2.6% -9,599 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 67,340 $3.17M 0.1% +8,110 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 66,251 $3.12M 0.15% +13,283 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 65,739 $3.09M 0.98% +6,803 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 65,401 $3.08M 0.04% +13,016 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 64,937 $3.05M 0.05% -35,588 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 64,711 $3.04M 0.96% +4,706 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 63,996 $3.01M 0.02% 13F-HR/A Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 63,205 $2.97M 0.7% +572 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 63,100 $2.97M 0.03% -120 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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