MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 125,964 $2.79M 0.76% +4,191 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 125,077 $2.77M 0.11% +4,096 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 125,367 $2.76M 0.01% +4,085 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 119,730 $2.65M 0.02% +15,025 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 118,947 $2.64M 0.19% +3,176 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 118,836 $2.63M 0.13% +7,415 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 116,749 $2.59M 0.1% +4,731 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 116,570 $2.58M 1.57% +13,598 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 112,908 $2.5M 0.01% +2,546 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 112,804 $2.5M 0.08% +17,020 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 111,445 $2.47M 1% -197 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 107,919 $2.45M 0.04% +56,444 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 110,342 $2.45M 0.8% -1,790 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 109,313 $2.42M 0.03% 0 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 107,098 $2.37M +7,626 Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 106,765 $2.37M 1.04% +2,200 13F-HR/A Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 106,408 $2.36M 0.32% -200 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 106,198 $2.35M 0.17% +16,599 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 105,963 $2.35M 0.02% 0 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 104,519 $2.32M 1.38% +582 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 102,393 $2.27M 0.51% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 102,375 $2.27M <0.01% -51,474 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 101,703 $2.25M 0.01% +38,553 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 100,374 $2.22M 0.01% -36,820 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 100,250 $2.22M 0.24% +8,250 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 100,000 $2.22M 0.37% -100,000 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 99,072 $2.2M 0.02% -11,312 13F-HR/A Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 98,642 $2.19M 0.78% +46,359 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 98,506 $2.18M 0.04% -7,849 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 97,805 $2.17M 0.04% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 95,731 $2.12M 0.07% +50,699 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 95,349 $2.11M 0.52% +7,396 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 92,437 $2.05M 0.42% -9,879 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 92,384 $2.05M 0.04% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 91,985 $2.04M 0.08% +7,625 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 90,532 $2.01M 1.7% +2,551 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 90,163 $2M <0.01% -89,397 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 90,120 $2M 0.19% +1,719 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 90,039 $2M 0.03% -637 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 88,149 $1.95M 0.89% +1,288 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 87,076 $1.93M 0.2% +2,543 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 86,534 $1.92M 0.01% +76,400 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 85,300 $1.89M <0.01% 0 13F-HR/A Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 84,214 $1.87M 0.11% -500 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 83,696 $1.85M 0.83% +10,719 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 83,545 $1.85M 0.81% +13,270 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 82,519 $1.83M 1.65% +12,316 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 81,424 $1.8M 0.2% -1,975 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 81,307 $1.8M 0.47% -3,028 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 80,691 $1.79M 0.03% +1,604 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 80,156 $1.78M 0.04% +2,578 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 79,656 $1.77M 0.22% -12,936 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 79,555 $1.76M <0.01% +12,917 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 79,367 $1.76M 0.61% +15,043 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 78,844 $1.75M 0.52% +984 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 78,842 $1.75M 0.01% +4,155 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 78,543 $1.74M 0.13% -728 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 84,743 $1.73M 0.73% +21,959 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 77,699 $1.72M 0.51% +3,514 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 77,559 $1.72M 0.02% 0 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 75,411 $1.67M 0.81% +3,466 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 74,747 $1.66M 0.05% +272 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 73,991 $1.64M 0.02% +717 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 73,340 $1.63M 0.07% +1,450 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 72,732 $1.61M 0.57% +696 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 69,978 $1.55M 0.42% +11 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 69,955 $1.55M 0.16% +74 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 69,897 $1.55M 0.26% -1,041 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 69,778 $1.55M 0.4% +652 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 69,618 $1.54M 0.34% +38,779 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 69,062 $1.53M 0.16% +20,387 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 69,046 $1.53M 0.62% -643 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 68,590 $1.52M 0.42% +8,755 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 68,250 $1.51M 0.01% +24,015 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 67,971 $1.51M +10,391 Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 67,288 $1.49M 0.78% +4,075 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 67,158 $1.49M 0.35% +3,921 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 66,796 $1.48M 0.36% -3,238 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 66,794 $1.48M 0.21% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 66,167 $1.47M 1.21% -2,568 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 66,106 $1.46M 0.56% +18,149 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 65,753 $1.46M 1.48% -7,462 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 65,545 $1.45M 0.04% +12,736 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 65,112 $1.44M 0.18% +757 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 65,080 $1.44M 0.1% -27,830 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 64,997 $1.44M 0.58% +398 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 64,841 $1.44M 0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 64,269 $1.42M 0.05% +2,969 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 63,961 $1.42M 1.09% -1,050 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 63,889 $1.42M 0.09% +33,132 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 63,398 $1.4M 0.13% +373 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 63,268 $1.4M 0.27% +6,980 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 62,666 $1.39M 0.28% +139 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 62,432 $1.38M 0.3% 13F-HR Timeline Group TFG Advisers LLC More: the full row for TFG Advisers LLC 61,863 $1.37M 0.5% +9,110 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 61,614 $1.37M 0.04% +986 13F-HR/A Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 61,605 $1.37M 0.63% -5,094 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 65,628 $1.36M 0.26% +41,020 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 60,785 $1.35M 0.06% -1,792 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 60,686 $1.34M 0.05% +11,616 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 60,585 $1.34M 0.13% +1,200 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 60,566 $1.34M 0.3% +9,272 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 60,349 $1.34M <0.01% +2,821 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 59,698 $1.33M 0.03% +10,353 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 59,849 $1.33M <0.01% -378 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 59,547 $1.32M 0.09% +3,315 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 59,458 $1.32M 0.01% +3,970 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 58,666 $1.3M 0.07% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,406 $1.29M 0.01% -9,747 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 58,387 $1.29M 0.03% +1,004 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 57,305 $1.27M 0.35% -2,786 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 56,776 $1.26M 0.12% +594 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 56,212 $1.25M 0.08% +6,880 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 55,922 $1.24M 0.02% -11,251 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 55,241 $1.22M 0.02% +5,198 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 55,005 $1.22M 0.25% +30,305 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 54,978 $1.22M 0.38% +3,313 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 54,964 $1.22M 0.15% +5,343 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 54,895 $1.22M 0.07% -465 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 53,642 $1.19M 0.36% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 53,589 $1.19M 0.15% +4,424 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 53,452 $1.18M 0.05% +3,359 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 52,873 $1.17M 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Verition Fund Management LLC More: the full row for Verition Fund Management LLC 50,981 $1.13M 0.01% -1,453 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 50,921 $1.13M 0.22% -3,285 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 50,640 $1.12M 0.02% -4,196 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 50,600 $1.12M 1.05% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 50,563 $1.12M 0.19% +951 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 50,346 $1.12M 0.4% +3,668 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 49,774 $1.1M 0.44% +2,269 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 49,698 $1.1M 0.43% +1,388 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 48,833 $1.08M 0.01% -515 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 47,935 $1.06M 0.02% +560 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 47,840 $1.06M <0.01% +7,381 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 47,670 $1.06M 0.62% +8,673 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 47,463 $1.05M 0.04% +2,509 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 47,300 $1.05M 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 47,121 $1.04M 0.03% -3,502 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 46,629 $1.03M 0.15% +1,281 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 46,002 $1.02M 0.25% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 45,847 $1.02M 0.11% +282 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 45,402 $1.01M 0.06% -13,253 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 45,356 $1.01M 0.1% +10,520 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 45,097 $999K 0.24% -3,118 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 44,866 $994K <0.01% +1,810 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 44,717 $991K 0.2% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 44,569 $988K 0.42% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 44,358 $983K 0.05% +746 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 43,155 $956K <0.01% +777 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 43,000 $953K 0.04% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 42,958 $952K 0.07% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 42,578 $944K 0.09% +1,809 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 42,121 $933K 0.38% -267 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 41,899 $928K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 41,711 $924K 0.05% -5,391 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 41,431 $918K 0.7% +734 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 41,253 $914K 0.04% -1,282 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 41,194 $913K 0.01% -3,545 13F-HR Timeline BANK OZK More: the full row for BANK OZK 41,163 $912K 0.38% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 41,020 $909K 0.09% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 40,580 $899K 0.6% -5,500 13F-HR/A Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 40,825 $886K 0.05% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 39,761 $881K 0.29% -2,986 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 39,538 $876K 0.07% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 39,454 $874K 0.52% -300 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 38,800 $860K 0.07% +238 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 38,375 $850K 0.02% +444 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 37,434 $830K 0.07% +348 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 36,977 $819K 0.04% -487 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 36,814 $816K 0.78% +742 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 36,779 $815K +3,823 Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 36,553 $810K 0.26% +976 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 36,403 $807K 0.01% +244 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 36,279 $804K 0.06% +3,853 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 36,116 $800K 0.02% +2,208 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 35,717 $791K 0.64% -2,848 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 35,241 $781K 0.01% +1,982 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 34,862 $773K 0.01% +1,480 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 34,730 $770K 0.81% -10,600 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 33,932 $752K 0.76% +10,374 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 33,812 $749K 0.19% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 33,681 $746K 0.01% +2,018 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 33,453 $741K 0.05% +1,546 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 33,111 $734K 0.36% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 33,099 $733K 0.15% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 33,000 $731K 0.03% -3,900 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 32,723 $725K 0.05% +2,320 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 32,634 $723K <0.01% +1,234 13F-HR Timeline Group Delta Financial Group, Inc. 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