STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 10,618,459 $1.01B 0.04% +323,927 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,483,446 $524M 3.66% +28,881 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,963,622 $474M 1.29% +517,382 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 4,673,915 $446M 15.18% +319 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,449,296 $425M 0.1% +278,292 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,612,569 $345M +354,532 Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 3,362,977 $323M 0.31% +15,380 13F-HR Timeline Group Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 2,900,000 $277M 4.74% -958,054 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,803,501 $172M <0.01% -16,615 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 1,514,282 $145M 0.03% +61,403 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,492,264 $142M 0.01% +606,880 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,461,128 $139M 0.06% +434,953 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,378,530 $132M 0.26% +1,940 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,200,868 $115M 0.01% -1,071,110 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,176,667 $112M 0.95% -7,444 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,171,016 $112M 0.02% +26,958 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,136,980 $109M 6.36% -120,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 988,524 $94.4M 0.02% +50,622 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 896,346 $85.6M 0.02% -724,951 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 892,377 $85.2M 0.26% 0 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 841,294 $80.3M 0.08% +688,414 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 835,432 $79.8M 0.13% +129,101 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/ 829,299 $79.2M 0.01% +42,848 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 759,851 $72.5M 0.06% -16,990 13F-HR Timeline Group Aristotle Pacific Capital, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Pacific Capital, LLC 749,102 $71.5M 22.4% -130,852 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. 659,203 $62.9M 0.04% +28,448 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 594,723 $56.8M 0.58% +3,193 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 542,950 $51.9M 0.12% +24,021 13F-HR/A Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 522,529 $49.9M 0.72% +36,284 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 439,797 $42M 0.05% +297,797 13F-HR Timeline Group Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 421,800 $40.3M 1.94% 0 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 337,867 $35.6M 0.11% +23,344 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 371,008 $35.4M 1.81% +46,901 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 364,729 $34.8M 0.01% +31,892 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 358,656 $34.2M 0.03% +8,882 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 349,589 $33.4M 0.02% +15,812 13F-HR Timeline Group Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 337,566 $32.2M 0.77% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 296,944 $28.3M 0.06% +8,894 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 295,498 $28.2M 0.04% +74,152 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 279,966 $26.7M 0.01% 13F-HR/A Timeline Group Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 268,101 $25.6M 0.25% 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 265,176 $25.3M 8.48% -271,804 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 243,691 $23.3M 2.9% +237,443 13F-HR Timeline MESIROW FINANCIAL INVESTMENT MANAGEMENT… More: the full row for MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 242,000 $23.1M 23.48% +100,000 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 218,550 $20.9M 0.01% 0 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 210,000 $20M 0.59% -2,913 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 197,750 $18.9M 0.21% -16,799 13F-HR Timeline Nuveen Asset Management, LLC in group TIAA More: the full row for Nuveen Asset Management, LLC 195,572 $18.7M 0.01% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 195,173 $18.6M 1.39% -6,182 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 192,260 $18.4M 0.06% -13,860 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 190,706 $18.2M 3.48% +3,970 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 184,998 $17.7M 0.77% +10,329 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 182,824 $17.5M 17.44% -11,424 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 182,772 $17.4M <0.01% new 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 182,690 $17.4M 6.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 179,844 $17M 1.36% +969 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 159,552 $15.2M 0.5% -5 13F-HR Timeline PARK AVENUE SECURITIES LLC group of 2 filers holding More: the full row for PARK AVENUE SECURITIES LLC 157,098 $15M -37,071 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 156,504 $14.9M 0.05% +16,712 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 152,975 $14.6M 0.41% +3,037 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 147,602 $14.1M 0.12% +10,638 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 144,371 $13.8M 0.53% -6,823 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 141,900 $13.5M 0.02% -140,700 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 127,598 $12.2M 0.18% +388 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 126,199 $12M 0.12% new 13F-HR/A Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 120,096 $11.5M 12.92% +19,238 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 119,403 $11.4M 1.84% +52,343 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 115,983 $11.1M 5.58% +12,114 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 115,756 $11.1M 0.12% new 13F-HR/A Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 112,854 $10.8M 4.59% +4,274 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 112,624 $10.8M 0.1% +18,611 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 110,469 $10.5M +45,840 Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 107,397 $10.3M 2.41% +881 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 104,955 $10M +359 Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 97,895 $9.35M 1.06% -6,785 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 97,603 $9.32M 2.31% +55,527 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 95,305 $9.1M 0.01% -16,831 13F-HR Timeline Group Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 93,619 $8.94M 2.87% +2,632 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 91,187 $8.71M 0.54% +29,629 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 90,662 $8.66M 1.23% +43,237 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 88,846 $8.48M 3.05% +48,538 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 88,801 $8.48M -3,714 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 85,357 $8.15M 0.05% +35,363 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 84,372 $8.05M 6.44% +5,240 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 84,291 $8.05M 0.86% +1,156 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 83,054 $7.93M 5.85% -8,055 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 82,052 $7.83M 0.89% -4,072 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. 78,000 $7.45M 0.03% -5,000 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 77,900 $7.44M 0.01% +10,700 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 74,473 $7.11M 0.17% +11,470 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 73,547 $7.02M 0.1% +5,269 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 72,261 $6.9M 0.37% -4,784 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 71,946 $6.87M 0.22% +38,589 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 69,398 $6.63M 0.01% +34,339 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 68,795 $6.57M 0.06% +35,103 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 66,844 $6.38M 0.15% +4,087 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 66,591 $6.36M +53,098 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 65,605 $6.26M 0.01% -8,857 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 65,403 $6.24M 0.04% -659 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 64,797 $6.19M 3.01% +42,623 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 64,340 $6.14M 0.2% +370 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 64,178 $6.13M 0.11% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 64,091 $6.12M 0.12% +3,838 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 63,974 $6.11M 0.35% +3,207 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 63,639 $6.08M 0.07% +22,355 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 63,000 $6.01M 0.01% new 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 62,333 $5.95M 0.02% +27,000 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 60,279 $5.75M 0.33% +324 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 60,168 $5.74M <0.01% +6,049 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 59,976 $5.73M 0.02% -1,519 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 59,028 $5.64M <0.01% -166,089 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 59,014 $5.63M 0.02% +3,025 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 55,608 $5.31M 0.02% -11,136 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 54,491 $5.2M 2.18% +10,475 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 54,200 $5.17M <0.01% -72,599 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 51,612 $4.93M <0.01% +2,626 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 51,471 $4.91M 1.46% -917 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 50,710 $4.84M 0.22% -18,352 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 50,195 $4.79M 1.22% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 50,043 $4.78M 0.05% -12,222 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 46,460 $4.44M <0.01% +969 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 45,891 $4.38M 1.3% +989 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 45,032 $4.3M 1.66% +27,331 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 44,015 $4.2M 2.34% +51 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 43,669 $4.17M <0.01% +283 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 43,033 $4.11M 0.15% +1,145 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,028 $4.11M 0.01% +10,340 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 42,124 $4.02M <0.01% -5,902 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 41,564 $3.97M 0.14% +2,662 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 41,278 $3.94M 0.02% +856 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,831 $3.9M 0.01% -40,192 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 40,315 $3.85M <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 39,359 $3.76M 0.03% +33,461 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 39,129 $3.74M 0.07% +3,371 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 39,074 $3.73M 0.01% +1,742 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 37,577 $3.59M 0.27% -1,182 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,773 $3.57M 0.02% -11,434 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 36,777 $3.51M 0.04% -858 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 36,370 $3.47M 0.2% -70 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 36,072 $3.44M 0.18% +2,383 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 34,880 $3.37M 1.38% +340 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 35,143 $3.36M 0.38% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 34,086 $3.25M 0.56% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,776 $3.22M 0.01% +264 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 33,480 $3.2M 1.16% +678 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 32,548 $3.11M 0.42% -2,360 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 32,535 $3.11M 0.04% -645 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 32,217 $3.08M 0.62% +19,306 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 31,425 $3M 0.19% +12,852 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 31,277 $2.99M 0.08% +7,952 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 31,045 $2.96M 0.01% -20,805 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 30,685 $2.93M 0.46% +129 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,660 $2.93M 0.02% -4,940 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 30,582 $2.92M 0.09% -23,646 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 30,485 $2.91M 0.18% +3,662 13F-HR Timeline Group Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 30,303 $2.89M 9.4% -59,159 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 29,607 $2.83M 0.46% +8,959 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 29,266 $2.79M 0.51% -5,591 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 29,002 $2.77M 0.04% +12,524 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 28,953 $2.76M 0.75% +3,635 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 28,934 $2.76M 0.07% +17,794 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 28,695 $2.74M 2.1% -25,915 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 28,397 $2.71M 0.03% +703 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 27,687 $2.64M 0.03% +16,834 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 27,626 $2.64M 0.04% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 26,916 $2.57M 0.08% +12,338 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,536 $2.53M 0.01% +147 13F-HR Timeline AGILIS PARTNERS LLC More: the full row for AGILIS PARTNERS LLC 26,483 $2.53M 0.76% +177 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 25,684 $2.45M 0.86% -1,322 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 24,903 $2.38M 0.27% -10,060 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 24,154 $2.31M 0.01% -1,013 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 24,101 $2.3M <0.01% -78,627 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 23,918 $2.29M 0.03% +10,465 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 23,756 $2.27M 0.17% +6,036 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 23,654 $2.26M 0.24% +2,298 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 23,600 $2.25M 2.34% +12,700 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,953 $2.19M 0.06% +11,627 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 22,561 $2.15M 0.17% -1,515 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 22,211 $2.12M 1.47% 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 21,388 $2.04M 1.37% +797 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 21,402 $2.04M 0.16% -6,516 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 21,339 $2.04M 0.38% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,268 $2.03M 0.01% +1,654 13F-HR Timeline Group Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 20,993 $2M 0.22% +10,901 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 20,356 $1.94M 0.06% 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 20,212 $1.93M 0.43% +9,367 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 19,660 $1.88M 0.77% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,295 $1.84M 0.05% +24 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 19,221 $1.84M 0.38% +12,699 13F-HR/A Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 19,214 $1.83M 1.23% +137 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 19,099 $1.82M 0.63% +644 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 18,528 $1.77M 0.29% -2,138 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 18,425 $1.76M 0.08% -244 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 18,386 $1.76M 0.5% +789 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 17,908 $1.71M +253 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,592 $1.68M <0.01% +1,272 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 17,431 $1.66M 0.02% -26 13F-HR Timeline Group NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 17,307 $1.65M 1.65% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 17,046 $1.63M 0.17% +1,090 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 16,715 $1.6M +3,105 Timeline