STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 13,671,856 $1.32B 0.04% +2,597,336 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,237,851 $601M 1.03% +362,729 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,892,599 $568M 0.03% -359,077 13F-HR Timeline Group American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 5,682,623 $548M 9.88% +2,117,623 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,697,516 $356M 1.94% -32,699 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 2,900,000 $279M 5.29% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,840,303 $274M +813,531 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,085,074 $201M 0.05% +619,696 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 1,760,824 $170M 8.17% -145,600 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,638,298 $158M 3.42% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,552,184 $149M 0.08% -609,931 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 1,471,100 $142M 0.2% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,471,434 $142M 0.03% +308,757 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 1,248,169 $120M 0.22% +1,092,079 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,155,226 $111M 0.19% -144,332 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,082,845 $104M 0.02% -4,627,669 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 904,163 $87.1M 0.01% -59,766 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 875,415 $84.4M 8.34% +715,354 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 819,437 $79M 0.04% +11,297 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 796,681 $76.8M 0.01% -101,129 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 715,074 $68.9M <0.01% -130,917 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. 646,020 $62.3M 0.03% -1,985 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 639,284 $61.6M 2.25% +54,735 13F-HR Timeline NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 603,892 $58.2M +524,817 Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 512,966 $49.4M 2.53% -3,901 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 505,738 $48.7M 0.01% +124,130 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 486,469 $46.9M 0.01% +34,241 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 420,461 $40.5M 0.1% -1,806 13F-HR Timeline Aristotle Pacific Capital, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Pacific Capital, LLC 395,000 $38.1M 18.11% +160,000 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 353,834 $34.1M 0.03% +36,548 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 330,000 $31.8M 4.64% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 319,246 $30.8M 0.01% +305,990 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 316,000 $30.5M 0.3% +206,000 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 304,019 $29.3M 1.86% +7,933 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 277,601 $26.8M 0.19% new 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 269,034 $25.9M 0.31% +10,466 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 260,785 $25.1M 0.05% +35,017 13F-HR Timeline CNO Financial Group, Inc. More: the full row for CNO Financial Group, Inc. 259,200 $25M 14.3% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 256,263 $24.7M 0.6% +244,565 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 254,690 $24.5M 0.01% -10,680 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 238,216 $23M 0.16% -172,227 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 220,374 $21.2M 0.13% +61,770 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 218,666 $21.1M 0.1% +15,870 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 211,662 $20.4M 0.01% +151,267 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 199,845 $19.3M 0.01% -162,116 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 198,347 $19.1M +47,903 Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 195,282 $18.8M 0.02% -1,985,200 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. 177,000 $17.1M 0.03% +17,000 13F-HR Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 174,941 $16.9M 1.54% +2,290 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 164,073 $15.8M 4.31% -5,120 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 162,534 $15.7M 0.02% -70,444 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 161,700 $15.6M 0.02% +157,200 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 161,632 $15.6M 0.01% +64,859 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 143,897 $13.9M 0.03% +12,311 13F-HR/A Timeline Idaho Trust Co More: the full row for Idaho Trust Co 141,661 $13.7M 3.99% +8,219 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 141,573 $13.6M 0.7% +8,720 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 138,427 $13.3M 0.09% +1,626 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 138,001 $13.3M 0.02% +70,629 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 137,830 $13.3M 3.96% +3,047 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 133,948 $12.9M 9.43% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 132,363 $12.8M 0.95% +4,772 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 125,451 $12.1M 4.08% +14,118 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 117,188 $11.3M 0.06% +61,289 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 112,735 $10.9M 0.01% new 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 110,004 $10.6M 0.06% new 13F-HR Timeline Group Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 107,198 $10.3M 6.12% +5,023 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 93,515 $9.01M 0.03% +48,535 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 89,300 $8.61M 0.01% +26,700 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 88,483 $8.53M 0.1% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 86,665 $8.35M 0.08% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 85,344 $8.22M 0.01% +44,673 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 83,655 $8.06M 1.67% +47,920 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 81,433 $7.85M 0.02% 0 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 80,643 $7.77M 0.47% +6,816 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 79,820 $7.69M 2.65% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 78,200 $7.49M 0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 77,584 $7.48M +12,676 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 75,138 $7.24M 0.04% -26,032 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 72,824 $7.02M 3.8% -60,000 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 72,623 $7M 3.5% +24,315 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 70,056 $6.75M 0.04% +1,334 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 68,841 $6.63M 0.23% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 68,702 $6.62M 0.01% -1,254 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 68,497 $6.6M <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 67,721 $6.53M <0.01% +6,600 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 67,684 $6.52M 1.49% +56,551 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 65,704 $6.33M 0.01% +3,487 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 65,684 $6.33M 0.09% +72 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 64,333 $6.18M 0.09% -3,017 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 63,858 $6.15M 0.07% +1,093 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 62,534 $6.03M 0.06% -49,991 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 61,641 $5.94M 0.48% -18,113 13F-HR Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 61,598 $5.94M 1.96% +37,620 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 60,130 $5.79M 7.98% +37,940 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 59,358 $5.72M 4.43% -8,029 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 58,039 $5.59M 0.25% -732 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 56,197 $5.42M 0.01% -18,402 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 55,606 $5.36M <0.01% +577 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 54,636 $5.27M <0.01% +343 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 53,800 $5.18M <0.01% +2,844 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 52,833 $5.07M 0.01% +26,749 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 52,290 $5.04M 1.06% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 52,261 $5.04M 1.61% +30,941 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 51,278 $4.94M <0.01% +1,286 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 51,208 $4.93M 0.26% +32,473 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 50,759 $4.89M 0.24% +6,396 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 50,383 $4.86M 0.91% +816 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 50,132 $4.83M 0.01% +9,022 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 48,849 $4.71M 0.02% -4 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 48,499 $4.67M 0.05% +9,408 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 46,575 $4.49M 0.16% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 45,822 $4.42M 0.04% +1,678 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 44,472 $4.29M 1.11% -739 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 44,363 $4.28M 2.7% -16,649 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 44,117 $4.25M 0.22% +1,535 13F-HR Timeline Little Harbor Advisors, LLC More: the full row for Little Harbor Advisors, LLC 43,543 $4.17M 2.05% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 42,878 $4.13M 0.02% +2,422 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 42,193 $4.07M 0.5% +11,235 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 42,157 $4.06M 3.24% +12,170 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/ 42,069 $4.05M <0.01% -6,109 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 42,042 $4.05M 0.04% +33,288 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 41,916 $4.04M 2.78% +16,096 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 40,340 $3.89M 0.39% +4,790 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 39,856 $3.84M 0.08% +21,218 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 39,683 $3.82M 0.01% -4,563 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 38,779 $3.74M 0.32% +35,814 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 38,539 $3.69M 0.06% +3,045 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 37,365 $3.6M 0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 36,384 $3.51M 0.02% +5,382 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 35,398 $3.41M 0.24% +396 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 35,396 $3.41M 0.14% -2,017 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 34,464 $3.32M 0.05% -3,421 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 33,958 $3.27M 1.23% +49 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,498 $3.23M <0.01% -339,162 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 32,782 $3.16M 0.05% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32,693 $3.15M 0.04% +18,786 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,494 $3.13M <0.01% -3,114 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 32,417 $3.12M 0.1% -2,924,572 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 31,859 $3.07M 0.04% -3,340 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 31,322 $3.02M 0.04% +278 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 31,134 $3M 0.05% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 30,900 $2.98M 0.9% -469 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 30,817 $2.97M 0.48% +4,097 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 30,751 $2.96M 0.96% +867 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,732 $2.96M 0.02% +4,897 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 30,116 $2.9M <0.01% -14,411 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 30,040 $2.89M 0.01% +1,596 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 29,930 $2.88M 0.01% -3,402 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 29,285 $2.82M 0.27% +2,153 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 29,204 $2.81M 0.06% +4,623 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,904 $2.79M <0.01% -4,466 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 27,625 $2.66M 0.03% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 27,078 $2.61M 0.38% -153 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 27,036 $2.61M 0.26% -24,470 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 27,001 $2.6M 0.06% +7,164 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 26,995 $2.6M 1.4% +1,098 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 26,791 $2.58M 0.01% +883 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 25,747 $2.48M 0.45% -806 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 25,808 $2.47M 0.85% +4,976 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 25,332 $2.44M 0.46% +2,459 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 24,924 $2.4M 1.66% -1,843 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,570 $2.37M <0.01% +140 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 23,126 $2.23M <0.01% -1,990 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 22,878 $2.2M 0.79% +304 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,742 $2.19M 0.01% -35,521 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,671 $2.18M 0.03% +953 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 21,208 $2.04M 0.96% +566 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 20,843 $2.01M 0.51% -172 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 20,837 $2.01M 0.06% +10,760 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,469 $1.97M 0.01% +11,573 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 20,294 $1.96M 0.86% -462 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 19,978 $1.93M 1.31% +11 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,885 $1.91M <0.01% +5,064 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,517 $1.88M 0.06% -2,845 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 19,510 $1.88M 0.01% +2,219 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 19,240 $1.85M 0.66% +175 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 19,244 $1.84M +7,650 Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 18,980 $1.83M 0.15% -727 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 18,757 $1.81M 0.18% +1,609 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 18,703 $1.8M 0.11% +4,255 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 18,691 $1.8M 0.04% +1,542 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 18,581 $1.79M 0.02% -947 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 18,307 $1.76M 0.03% +2,133 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,969 $1.72M 0.01% -998 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 17,810 $1.72M 0.49% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 17,608 $1.7M 0.38% +10,653 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 17,421 $1.68M 0.04% -9,103 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 17,359 $1.67M 0.55% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 16,883 $1.63M 0.58% +518 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,838 $1.62M 0.05% -11,418 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 16,675 $1.61M 0.08% +689 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 16,531 $1.59M 0.23% +1,612 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 16,322 $1.57M 0.03% +9,926 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 16,319 $1.57M 3.28% +9,652 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 16,244 $1.57M 1.19% +858 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 16,149 $1.56M 0.41% -1,124 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 16,100 $1.55M 2.54% +14,000 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,970 $1.54M <0.01% -2,613 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 15,953 $1.54M -1,862 Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 15,916 $1.53M 2.34% +10,032 13F-HR Timeline