Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 102,346,331 $6.24B 20.38% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 101,620,376 $6.19B 8.05% 0 13F-HR Timeline Group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 9,104,161 $555M 2.6% -408,052 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,848,787 $174M 0.21% -5,056 13F-HR Timeline Group Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 1,554,578 $94.8M 1.49% +30,365 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,130,045 $68.9M 0.01% +75,481 13F-HR Timeline Group TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 1,080,566 $65.9M 0.67% -26,071 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 984,483 $60M <0.01% -10,064 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 752,994 $45.6M <0.01% -79,137 13F-HR Timeline Group Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 677,973 $41.3M 0.03% +66,100 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 504,051 $30.7M +22,257 Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 352,339 $21.5M 0.08% +99,542 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 259,057 $15.8M <0.01% +41,895 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 237,546 $14.5M 1.76% -945 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 230,763 $14.1M 1.1% +4,152 13F-HR Timeline Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 195,939 $11.9M 2.2% +120,937 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 194,126 $11.8M 1.36% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 189,940 $11.6M 0.61% -28,750 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 139,381 $8.5M 0.01% +129,109 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 131,752 $8.03M 1.64% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 120,479 $7.34M <0.01% +2,019 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 107,301 $6.54M 0.17% +6,035 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 95,695 $5.83M 0.01% -6,648 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/ 89,956 $5.48M <0.01% -20,400 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 80,741 $4.92M <0.01% 0 13F-HR Timeline Group Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 17,557 $4.28M 0.04% -26,510 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 52,337 $3.24M 0.01% -28 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 46,419 $2.83M <0.01% +760 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 46,347 $2.82M <0.01% +400 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 45,914 $2.8M <0.01% +12,341 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 45,247 $2.76M <0.01% -882 13F-HR Timeline Group HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 42,000 $2.56M 0.59% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 38,713 $2.36M <0.01% -861 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 38,046 $2.32M 0.01% -310 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 38,003 $2.32M 0.01% -3,990 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 37,902 $2.31M 0.01% -12,053 13F-HR/A Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 36,205 $2.21M 0.04% +1,701 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 35,427 $2.16M <0.01% +2,176 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 34,068 $2.08M 0.34% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 33,225 $2.03M 0.04% +850 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,969 $2.01M <0.01% +283 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 32,676 $1.99M 0.86% +708 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 31,069 $1.89M 0.14% +339 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 29,433 $1.79M 0.01% -7,209 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 7,251 $1.77M 0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,343 $1.61M <0.01% -803 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,987 $1.58M <0.01% +1,361 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 25,832 $1.57M <0.01% -168 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 25,000 $1.52M 0.07% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24,870 $1.52M 0.01% +24,865 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 22,500 $1.37M 0.2% +3,000 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,807 $1.33M <0.01% +153 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 21,288 $1.3M <0.01% +15,215 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 19,989 $1.22M 0.08% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,000 $1.16M <0.01% 0 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 18,272 $1.11M 0.35% +222 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,139 $1.11M 0.04% -3,823 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 17,595 $1.07M 0.15% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,420 $1.06M <0.01% +9,300 13F-HR Timeline Group ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 16,462 $1M 0.04% -610 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,456 $1M <0.01% +1,405 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 16,365 $997K <0.01% 0 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 16,060 $979K 0.48% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,496 $944K <0.01% -71 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,478 $943K <0.01% +330 13F-HR Timeline Group Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 15,082 $919K 0.74% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 14,948 $911K 0.08% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 13,220 $806K <0.01% -4,062 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 13,170 $803K 0.01% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 12,904 $786K 0.02% -3,267 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,143 $740K <0.01% -3,079 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,092 $737K +1,721 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,050 $734K <0.01% 0 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,614 $708K <0.01% +163 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 11,245 $685K 0.01% 0 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 11,177 $681K 0.02% -903 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 10,232 $636K 0.07% +157 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,223 $624K <0.01% +1,382 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 9,855 $601K <0.01% +104 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 9,550 $582K 0.04% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,203 $561K 0.01% -60 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,828 $538K <0.01% -9,735 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,775 $535K 0.03% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,700 $530K 0.14% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,698 $530K <0.01% +30 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,638 $526K <0.01% -12,100 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,557 $522K <0.01% -737 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,485 $517K 0.26% +3 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 8,090 $493K 0.1% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,817 $476K <0.01% -4,208 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,758 $473K <0.01% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,703 $469K 0.04% +3,681 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 7,517 $458K 0.07% 0 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,482 $456K <0.01% new 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,295 $445K 0.08% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,942 $423K 0.01% +237 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,527 $398K <0.01% 0 13F-HR/A Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,324 $385K 0.01% +453 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,097 $385K <0.01% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 6,083 $371K <0.01% +3 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 6,000 $366K 0.08% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,792 $353K <0.01% -2,335 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,732 $349K 0.02% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,480 $334K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,245 $320K 0.01% +350 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,170 $315K 0.01% -181 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,169 $315K 0.01% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,131 $313K <0.01% -287 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,000 $305K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,000 $305K 0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,944 $301K <0.01% +165 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 4,902 $299K 0.04% +126 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 4,900 $299K 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,720 $288K <0.01% -39 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,504 $275K <0.01% -9,560 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,424 $270K <0.01% +680 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,393 $268K <0.01% +193 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 4,387 $267K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,377 $267K <0.01% -312 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,347 $265K 0.11% -170 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,300 $262K 0.04% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,288 $261K 0.02% +279 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,235 $258K 0.09% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,190 $255K <0.01% +330 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,166 $254K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,032 $246K 0.01% +4 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,000 $244K <0.01% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,000 $244K 0.1% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 4,000 $244K 0.01% 0 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,800 $232K 0.02% 0 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 3,653 $223K 0.04% 0 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,590 $219K 0.01% -1,300 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 3,574 $218K <0.01% +170 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,417 $208K 0.02% -1,406 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,394 $207K 0.01% -10,807 13F-HR Timeline Group Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 3,382 $206K 0.2% +120 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,000 $183K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,601 $159K <0.01% +25 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,325 $142K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,339 $142K <0.01% +1,084 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,174 $133K 0.03% -158 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,058 $125K 0.01% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,993 $121K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,960 $119K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,864 $114K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,700 $104K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,584 $96.5K <0.01% 0 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,500 $91.4K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,405 $86K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,343 $81.9K <0.01% +20 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,341 $81.7K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,321 $80.5K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,321 $80.5K 0.01% -5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,323 $80K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,313 $80K <0.01% 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,200 $79.2K 0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,000 $61K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,000 $61K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,000 $61K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,000 $61K 0.05% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,000 $61K 0.04% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 980 $59.7K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 835 $50.9K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 801 $48.8K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 653 $39.8K <0.01% -6,788 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 624 $38.1K <0.01% +5 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 600 $36.6K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 145 $34.7K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 557 $34K 0.01% +2 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 504 $30.7K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 500 $30.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 486 $29.6K <0.01% -567 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 485 $29.6K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 410 $25K <0.01% +5 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 392 $23.9K <0.01% -3,103 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 391 $23.8K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 380 $23.2K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 373 $22.7K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 350 $21.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 350 $21.3K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 300 $18.3K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 268 $16.3K <0.01% -267 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 257 $15.7K 0.01% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 251 $15.3K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 220 $13.3K <0.01% +3 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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