JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 137,080,238 $9.03B 0.61% +661,704 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 2,218,289 $146M 7.59% +330,376 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,693,882 $112M 7.61% +980,237 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,365,237 $90M 0.01% +44,126 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,183,979 $78M 2.56% new 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,141,948 $75.3M 1.3% +41,355 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 814,200 $53.7M 0.11% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 811,017 $53.5M 0.02% +735,222 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 778,232 $51.3M 0.06% +10,483 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 643,589 $42.4M 0.12% -10,241 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 536,708 $35.4M 0.36% +487,329 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 384,185 $25.3M 2.61% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 300,800 $19.8M 1.95% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 226,543 $14.9M 0.46% -3,138 13F-HR/A Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 217,035 $14.3M +65,010 Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 213,421 $14.1M 0.51% +7,779 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 198,580 $13.1M 0.03% +32,255 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 196,471 $12.9M 0.75% +12,639 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 190,658 $12.6M <0.01% -229,898 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 177,475 $11.7M 0.2% -17,777 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 177,006 $11.7M 2.57% +2,586 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 154,100 $10.2M <0.01% +14,125 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 149,681 $9.87M 0.41% +4,510 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 133,715 $8.81M <0.01% new 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 133,588 $8.8M 0.13% +4,886 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 132,276 $8.72M 0.02% +111,154 13F-HR/A Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 122,763 $8.09M 3.84% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 116,657 $7.69M 0.01% +109 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 113,270 $7.47M 0.45% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 107,023 $7.05M 0.24% +13,178 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 103,955 $6.85M 1.66% +3,865 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 101,073 $6.66M 0.77% +1,827 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 94,932 $6.26M <0.01% -158,293 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 81,807 $5.39M 0.01% +1,981 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 78,519 $5.18M <0.01% -28,852 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 78,530 $5.18M 1.12% -8,269 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 76,947 $5.07M <0.01% -1,021 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 73,940 $4.87M 0.33% +2,685 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 71,700 $4.73M 0.01% -123,000 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 71,271 $4.7M 0.64% +19,010 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 64,904 $4.28M 0.15% +4,732 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 61,514 $4.05M 0.01% +2,287 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 58,734 $3.87M 1.71% +1,860 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 57,164 $3.77M 0.01% +4,351 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 57,103 $3.76M 0.01% -122 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 56,354 $3.71M 2.53% +9,000 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 55,000 $3.63M 0.81% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 53,451 $3.52M 0.01% +20,194 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 53,144 $3.5M 0.11% +2,751 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 52,472 $3.47M 0.04% +1,227 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 52,384 $3.45M <0.01% +26,464 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 51,968 $3.43M 0.06% -137 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 46,042 $3.03M 2.03% 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 45,656 $3.01M <0.01% +7,941 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 45,003 $2.97M 0.92% -9,329 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 43,533 $2.87M 0.2% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 41,469 $2.73M <0.01% +1,200 13F-HR/A Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 39,108 $2.58M 0.18% +5,244 13F-HR/A Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 35,244 $2.32M 1.29% 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 33,711 $2.22M 0.11% +974 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 33,469 $2.21M 0.41% -370 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,934 $2.17M <0.01% +29,557 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 31,713 $2.09M 0.01% -3,040 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 26,116 $1.72M 0.03% -613 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 24,595 $1.62M 1.7% +16,925 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 24,066 $1.59M 0.03% -211 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 22,110 $1.46M <0.01% +17,575 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 21,244 $1.4M <0.01% +4,271 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 20,750 $1.37M <0.01% +4,440 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,723 $1.37M <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 20,112 $1.33M <0.01% +2,557 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 19,806 $1.31M <0.01% +2,755 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 19,467 $1.28M 0.04% +1,948 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 19,175 $1.26M 0.03% +144 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 18,908 $1.25M 0.54% +12,294 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,583 $1.19M <0.01% +2,223 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,043 $1.19M <0.01% +6,583 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,201 $1.13M 0.01% -4,804 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 16,745 $1.1M 0.02% -818,900 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 16,555 $1.09M 0.02% +1,595 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 16,300 $1.07M <0.01% +588 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 15,503 $1.02M 0.03% -517 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,974 $987K 0.05% -1,034 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,374 $947K <0.01% -59 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,199 $936K <0.01% -98,808 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 14,140 $932K 0.09% +1,647 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 14,110 $930K <0.01% -109 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 14,034 $925K 0.04% +173 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 13,945 $919K 0.55% +7,055 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 13,723 $904K 0.43% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,111 $864K <0.01% +498 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,255 $808K <0.01% +3,803 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,498 $799K +4,583 Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,937 $787K <0.01% +8,903 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,773 $776K +4,576 Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,691 $771K 0.03% +185 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,445 $754K 0.02% -295 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,396 $751K 0.05% +16 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,391 $751K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11,137 $734K 0.76% +2,615 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,757 $709K <0.01% +811 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. 10,386 $684K <0.01% -30,210 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,194 $673K <0.01% -19,099 13F-HR Timeline Group Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 10,153 $669K 0.13% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,879 $651K <0.01% +2,246 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,779 $645K <0.01% +1,827 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,126 $601K 0.01% +366 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 9,030 $595K 0.59% 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 8,411 $554K 0.01% -3,204 13F-HR Timeline Group 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 7,972 $525K <0.01% +249 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,936 $523K <0.01% +64 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,889 $520K <0.01% +129 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 7,880 $519K 0.1% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 7,676 $506K 0.08% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,672 $506K 0.07% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,655 $505K <0.01% +1,668 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,422 $489K 0.01% +349 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,398 $488K 0.04% +1,389 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,340 $484K 0.05% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,262 $479K <0.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,825 $471K 0.11% +1,062 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,114 $469K <0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,888 $454K 0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,881 $454K 0.17% -40 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,734 $444K 0.02% +752 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,716 $443K 0.02% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,683 $442K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,583 $434K <0.01% +323 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,570 $433K 0.01% +155 13F-HR/A Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,522 $430K 0.47% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,303 $415K 0.06% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,260 $413K <0.01% -1,557 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 6,162 $406K 1.49% +4,512 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,111 $403K <0.01% +28 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,111 $403K 0.03% +1,989 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,042 $398K 0.03% -72 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,759 $398K 0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,983 $394K <0.01% +85 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,971 $394K <0.01% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,854 $386K 0.05% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 5,799 $382K 0.25% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,610 $370K <0.01% -1,025,647 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 5,480 $361K 0.11% +646 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,423 $357K 0.46% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,386 $355K 0.01% new 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 5,306 $350K 0.18% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,089 $335K 0.01% +662 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 5,052 $333K 0.08% 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,012 $330K 0.03% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,929 $325K 0.01% -357 13F-HR Timeline Group Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 4,743 $313K 0.28% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,574 $301K <0.01% new 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,505 $297K 0.07% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,303 $284K <0.01% +864 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,236 $279K 0.03% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,205 $277K 0.01% +480 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,984 $263K <0.01% +213 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,877 $256K 0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,807 $251K <0.01% new 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,733 $246K 0.08% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,594 $237K <0.01% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,402 $232K 0.05% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,481 $229K <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,476 $229K <0.01% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,468 $228K 0.05% 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,406 $224K 0.03% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,001 $224K 0.05% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,332 $220K 0.01% +64 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,324 $219K 0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,314 $218K <0.01% -88 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 3,166 $209K 0.06% -1,035 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,150 $208K <0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,077 $203K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,075 $203K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,075 $203K 0.05% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,055 $201K 0.05% -25 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,601 $171K <0.01% +2,236 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,580 $170K <0.01% +1,147 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,873 $123K <0.01% -11 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,786 $118K 0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,748 $115K <0.01% +32 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,722 $114K <0.01% +268 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,278 $84.2K 0.01% +1,128 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,236 $81.5K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,219 $80.3K <0.01% new 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,136 $74.9K 0.01% -63 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,104 $72.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,061 $69.9K <0.01% +136 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,034 $68.2K <0.01% +18 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 923 $60.8K <0.01% -550 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 897 $59.1K 0.02% 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 805 $53.1K <0.01% 0 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 774 $51K <0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 771 $50.8K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 643 $42.4K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 635 $41.9K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 610 $40.2K <0.01% -73 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 582 $38.3K <0.01% +54 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 577 $38K <0.01% -577 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 528 $34.8K <0.01% 0 13F-HR Timeline Group