STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 9,242,831 $881M 0.04% -1,375,628 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,449,830 $519M 3.72% -33,616 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,756,469 $453M 1.25% -207,153 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,742,008 $452M 0.11% +292,712 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 4,519,615 $431M 15.28% -154,300 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. 3,723,655 $354M 0.33% +360,678 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,122,171 $298M -490,398 Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 2,900,000 $276M 4.25% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,830,942 $174M <0.01% +27,441 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,545,825 $147M 0.32% +167,295 13F-HR/A 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 1,410,162 $134M 0.03% -104,120 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,136,980 $108M 11.39% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,113,988 $106M 0.04% -347,140 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,100,000 $105M 0.9% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,094,719 $104M 0.89% -81,948 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,019,563 $98.6M 0.03% +31,039 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 997,726 $95.1M 0.02% -173,290 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 918,035 $87.5M 0.01% -574,229 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 892,377 $85M 0.25% 0 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/ 825,428 $78.7M 0.01% -3,871 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 753,691 $71.8M 0.05% -6,160 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. 651,474 $62.1M 0.03% -7,729 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 573,653 $54.7M 0.56% -21,070 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 547,801 $52.2M <0.01% -653,067 13F-HR Timeline Group Aristotle Pacific Capital, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Pacific Capital, LLC 535,909 $51.1M 16.81% -213,193 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 487,374 $46.4M 0.65% -35,155 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 418,536 $39.9M 0.01% +53,807 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 411,284 $39.2M 0.01% -485,062 13F-HR/A Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 410,043 $39.1M 1.99% +39,035 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 408,176 $38.9M 0.04% -433,118 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 384,025 $36.6M 0.12% +46,158 13F-HR/A Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 371,156 $35.4M 0.03% +12,500 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 369,491 $35.2M 5.04% +125,800 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 344,237 $32.8M 0.07% -198,713 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 0.76% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 325,134 $31M 0.01% +45,168 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 311,120 $29.6M 0.06% +14,176 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 306,741 $29.2M 0.02% -42,848 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 290,131 $27.6M 0.04% -5,367 13F-HR 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 0.26% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 241,291 $23M 1.63% +46,118 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 232,440 $22.2M +143,639 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 226,418 $21.6M 0.03% +185,587 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 218,550 $20.8M 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% 0 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 197,688 $18.8M 0.85% +12,690 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 195,572 $18.6M 0.01% 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 190,791 $18.2M 3.43% +85 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 186,277 $17.8M 0.19% -11,473 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 183,675 $17.5M 0.07% -8,585 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 182,690 $17.4M <0.01% -82 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 182,690 $17.4M 6.99% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 182,093 $17.4M +77,138 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 177,457 $16.9M 0.06% +20,953 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 178,532 $16.9M 1.38% -1,312 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 166,646 $15.9M 0.43% +13,671 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 164,144 $15.6M 17.66% -18,680 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 162,512 $15.5M 0.52% +2,960 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 158,223 $15.1M 7.03% -106,953 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 158,030 $15.1M 0.18% +30,432 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 137,507 $13.1M 0.12% +24,883 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 135,334 $12.9M 0.12% -12,268 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 122,818 $11.7M 4.77% +6,835 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 120,525 $11.5M 0.01% +107,825 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 115,826 $11M 0.14% -41,272 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 115,054 $11M 0.04% +59,446 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 115,053 $11M 4.61% +2,199 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 110,469 $10.5M 0 Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 112,138 $10.5M 0.36% -32,233 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 108,437 $10.3M 3.91% +1,040 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 100,723 $9.6M 0.01% +5,418 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 100,382 $9.57M 0.01% -339,415 13F-HR/A Timeline Group Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 98,126 $9.35M 2.92% +4,507 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 97,039 $9.25M 1.29% +6,377 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 96,252 $9.17M 6.08% +13,198 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 94,846 $9.04M 0.94% +10,555 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 93,401 $8.9M 0.08% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 90,160 $8.59M 0.99% -7,735 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 90,033 $8.58M 0.51% -1,154 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 89,343 $8.49M 1.14% -30,060 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 86,074 $8.2M 0.06% -40,125 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 80,216 $7.64M 0.18% +5,743 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. 79,000 $7.52M 0.03% +1,000 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 77,252 $7.36M 0.04% +11,849 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 75,500 $7.2M 0.01% -2,400 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 75,130 $7.16M 0.1% +1,583 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 73,605 $7.01M 0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 73,187 $6.97M 0.01% +7,582 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 72,820 $6.94M 1.48% +52,608 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 64,714 $6.17M 0.1% +536 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 63,425 $6.04M 0.19% -915 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 62,251 $5.93M 0.05% -6,544 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 61,011 $5.81M 0.11% -3,080 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 60,908 $5.8M 0.02% +932 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 60,538 $5.77M 0.32% +259 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 60,183 $5.74M 4.07% +31,488 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 60,133 $5.73M 0.02% -2,200 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 58,775 $5.6M 1.96% +4,284 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 58,756 $5.6M <0.01% +7,144 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 58,724 $5.6M 0.18% +28,142 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 58,580 $5.58M 0.25% +7,870 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 57,994 $5.53M 0.1% -57,762 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 57,844 $5.51M 0.01% new 13F-HR/A Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 57,785 $5.51M 0.37% -6,189 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 56,340 $5.37M 0.03% -29,017 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 55,431 $5.28M <0.01% -4,737 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 51,043 $4.86M 1.22% +848 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 50,600 $4.82M 0.06% -13,039 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 50,169 $4.78M 1.47% -1,302 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 50,003 $4.77M 0.12% +18,726 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 47,896 $4.56M 0.05% +11,119 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 47,577 $4.53M 0.03% -2,466 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 47,490 $4.53M 0.01% -21,908 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 46,350 $4.42M 0.01% +41,000 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 46,319 $4.41M <0.01% -141 13F-HR Timeline Group Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 44,839 $4.27M 4.61% +14,536 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 44,092 $4.2M 0.01% -14,922 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 43,831 $4.18M 0.12% +2,267 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 43,580 $4.15M 0.04% +4,221 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 43,431 $4.13M 1.44% -2,460 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 42,294 $4.03M <0.01% -1,375 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 41,861 $3.99M 0.03% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,847 $3.99M 0.01% -793,585 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 41,534 $3.96M 0.01% +2,460 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 41,523 $3.96M <0.01% -17,505 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 41,472 $3.95M 0.02% +194 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 41,300 $3.94M 0.01% -100,600 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 40,315 $3.84M <0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 39,013 $3.72M 0.01% -4,015 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 38,701 $3.69M 0.09% -428 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 38,286 $3.65M <0.01% -3,838 13F-HR/A Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 38,036 $3.62M 0.29% +459 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 38,010 $3.61M 0.09% -5,023 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,091 $3.53M 0.05% +20,782 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 35,955 $3.43M 0.21% -415 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 35,576 $3.39M 1.25% +2,096 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 34,787 $3.32M 0.01% +1,011 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 34,421 $3.28M 0.32% -722 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 34,132 $3.25M 0.15% -1,940 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 34,086 $3.25M 0.53% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 33,882 $3.23M 0.54% +4,275 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 32,234 $3.07M 0.41% -314 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 32,201 $3.07M 0.02% +1,541 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 31,144 $2.97M 0.04% +2,142 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 29,608 $2.82M 0.44% -1,077 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 29,396 $2.8M 0.02% -7,377 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 29,269 $2.79M 0.18% -1,216 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 28,745 $2.74M 0.66% -208 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 28,363 $2.7M 0.03% -34 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 28,357 $2.7M 0.3% +4,703 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 28,257 $2.69M 0.52% -1,009 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 27,843 $2.65M 0.17% -3,582 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 27,759 $2.65M 0.04% +72 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 27,626 $2.63M 0.04% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 27,115 $2.58M 0.08% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,280 $2.41M 0.01% -1,256 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 25,050 $2.39M 0.29% +147 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) 24,456 $2.33M 0.07% +22,742 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 24,306 $2.32M 0.19% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 23,404 $2.23M 0.8% -2,280 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 23,280 $2.22M 1.47% +1,892 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 23,076 $2.2M 0.02% +16,266 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 22,741 $2.17M 0.01% -8,304 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 22,298 $2.13M 0.16% -263 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 22,196 $2.12M 0.01% +15,663 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 21,932 $2.09M +2,272 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,489 $2.05M 0.07% +1,133 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 21,345 $2.03M 0.06% +4,630 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 21,000 $2M <0.01% -33,200 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,945 $2M <0.01% -323 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,071 $1.91M 0.15% +14,804 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,005 $1.91M <0.01% -4,149 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 19,917 $1.9M 0.55% +1,531 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 19,603 $1.87M 0.25% +382 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 19,570 $1.86M 0.09% +1,145 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,317 $1.84M 0.04% +3,382 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 19,271 $1.84M +1,363 Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 19,154 $1.83M 1.19% -60 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 18,824 $1.79M 0.84% -275 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,490 $1.76M 0.02% -5,428 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 18,416 $1.76M 0.02% +985 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 17,983 $1.71M 0.03% +2,556 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,938 $1.71M 0.08% +1,474 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 17,728 $1.69M 1.34% -4,483 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 17,575 $1.67M 0.27% -953 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 17,457 $1.66M 0.34% +781 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 17,356 $1.65M 0.19% +2,817 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 17,206 $1.64M 0.18% +160 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,039 $1.62M 0.08% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 16,867 $1.61M <0.01% -725 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16,440 $1.57M 0.49% -274 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 15,995 $1.52M 0.11% -5,407 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 15,768 $1.5M 0.05% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,650 $1.49M 0.12% -587 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 15,175 $1.45M 0.36% -82,428 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 15,103 $1.44M 0.01% -20 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 15,096 $1.44M 0.19% 0 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 15,000 $1.43M 1.48% -8,600 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 14,865 $1.42M 1.49% -23 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 14,372 $1.37M -52,219 Timeline