STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 11,074,520 $1.06B 0.04% -109,116 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,251,676 $598M 0.04% +5,338,489 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,875,122 $562M 1.15% +191,636 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,710,514 $547M 0.11% +265,161 13F-HR/A Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,730,215 $357M 2.2% +290,000 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 3,565,000 $341M 8.97% +1,477,000 13F-HR Timeline Group Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 2,900,000 $278M 5.77% 0 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 2,180,482 $209M 0.17% +1,356,600 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. 2,162,115 $207M 0.14% +96,300 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,026,772 $194M +13,204 Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 1,906,424 $182M 10.54% 0 13F-HR/A Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 1,471,100 $141M 0.23% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,465,378 $140M 0.04% +99,965 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,299,558 $124M 0.24% +2,067 13F-HR Timeline Group BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1,221,000 $117M 0.69% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,162,677 $111M 0.03% +173,088 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 963,929 $92.3M 0.02% -45,028 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 897,810 $85.9M 0.01% -264,234 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/ 845,991 $81M 0.01% +97,474 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 808,140 $77.4M 0.05% -57,955 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. 648,005 $62M 0.04% -10,605 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 584,549 $56M 2.31% +34,409 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 516,867 $49.5M 2.83% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 452,228 $43.3M 0.01% +124,108 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 422,267 $40.4M 0.12% -1,237 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 410,443 $39.3M 0.32% -53,818 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 381,608 $36.5M 0.01% +62,656 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 372,660 $35.7M 0.05% +360,125 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 361,961 $34.6M 0.01% +82,837 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 317,286 $30.4M 0.03% -10,091 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 296,086 $28.3M 1.95% +15,621 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 265,370 $25.4M 0.02% -19,645 13F-HR Timeline Group CNO Financial Group, Inc. in group CNO Financial Group, Inc. More: the full row for CNO Financial Group, Inc. 259,200 $24.8M 14.22% +51,000 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 258,568 $24.8M 0.4% +5,100 13F-HR Timeline Aristotle Pacific Capital, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Pacific Capital, LLC 235,000 $22.5M 18.29% -339,407 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 232,978 $22.3M 0.03% +57,962 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 225,768 $21.6M 0.06% +3,868 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 202,796 $19.4M 0.15% +16,329 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 192,967 $18.5M 0.14% +188,571 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 172,651 $16.5M 1.69% +16,594 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 169,193 $16.2M 4.88% new 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 160,130 $15.3M 0.35% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 160,061 $15.3M 2.3% -551,981 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. 160,000 $15.3M 0.04% -20,000 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 158,604 $15.2M 0.12% +17,689 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 156,090 $14.9M 0.03% -933,181 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 150,444 $14.4M +13,330 Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 137,140 $13.1M 0.82% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 136,801 $13.1M 0.1% -1,628 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 134,783 $12.9M 4.71% +1,850 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 133,442 $12.8M 4.15% +5,665 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 132,853 $12.7M 0.73% +6,269 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 132,824 $12.7M 3.76% +4,164 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 131,586 $12.6M 0.03% +45,180 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 127,591 $12.2M 1.06% -3,096 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 116,395 $11.1M 0.03% +4,608 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 112,525 $10.8M 0.12% -1,126 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 111,333 $10.7M 4.65% +2,237 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 110,000 $10.5M 0.11% 0 13F-HR Timeline Group Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 102,175 $9.78M 6.43% +3,535 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 96,773 $9.26M 0.01% -84,945 13F-HR Timeline Group SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 83,950 $8.04M 0.31% 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 81,433 $7.79M 0.02% 0 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 79,820 $7.64M 3.19% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 79,754 $7.63M 0.69% +15,675 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 79,075 $7.57M -1,795,061 Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 78,200 $7.49M 0.01% -94,800 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 77,790 $7.45M 0.01% +8,300 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 74,599 $7.14M 0.01% -90,848 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 73,827 $7.07M 0.28% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 69,956 $6.7M 0.01% +2,512 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 68,722 $6.56M 0.04% -473,595 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 67,350 $6.54M 0.1% -5,315 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 68,497 $6.49M 0.01% -4,644 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 67,387 $6.45M 7.24% -13,230 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 67,372 $6.45M 0.01% +49,984 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 65,612 $6.28M 0.1% -24,696 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 65,601 $6.28M 0.24% -2,185 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 64,908 $6.21M -56,291 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 62,765 $6.01M 0.08% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 62,600 $5.99M 0.01% -11,800 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 101,170 $5.97M 0.04% -35,017 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 62,217 $5.96M 0.02% +40,714 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 61,012 $5.84M 4.77% +40,860 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 61,121 $5.79M <0.01% -54,552 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 60,395 $5.78M <0.01% -15,666 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 58,771 $5.61M 0.27% -460 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 58,263 $5.58M 0.03% +594 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 55,899 $5.35M 0.04% +13,971 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 55,029 $5.27M <0.01% +50,104 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 54,293 $5.2M <0.01% -1,707,674 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 51,506 $4.93M 0.59% +7,037 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 50,956 $4.88M <0.01% +3,148 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 49,992 $4.79M <0.01% +1,009 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 49,567 $4.74M 1% +550 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 48,853 $4.68M 0.02% +583 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 48,308 $4.62M 2.84% -7,665 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/ 48,178 $4.61M <0.01% +34,320 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 47,847 $4.58M 0.01% -114 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 45,211 $4.33M 1.22% -923 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44,980 $4.31M 0.02% +11,813 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 44,527 $4.26M 0.01% +43,902 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 44,363 $4.25M 0.24% +6,601 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 44,246 $4.24M 0.01% -87,559 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 44,144 $4.23M 0.05% -9,546 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 42,582 $4.08M 0.24% +629 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,110 $3.94M 0.01% +29,478 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 40,671 $3.89M <0.01% +11,168 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 40,600 $3.89M <0.01% -46,000 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 40,456 $3.87M 0.02% +2,660 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 39,091 $3.74M 0.04% +4,565 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 37,885 $3.63M 0.07% -2,629 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 37,413 $3.58M 0.16% +1,598 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 37,365 $3.58M 0.01% +24,700 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 35,735 $3.42M 0.77% +18,944 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 35,608 $3.41M <0.01% -1,369 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 35,550 $3.4M 0.38% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 35,494 $3.4M 0.05% +2,548 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 35,002 $3.39M 0.27% +3,154 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 35,199 $3.37M 0.05% -919 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 33,909 $3.25M 1.34% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,370 $3.19M <0.01% -666 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,332 $3.19M 0.02% -5,077 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 33,040 $3.16M 0.42% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 32,447 $3.11M 0.01% -28,724 13F-HR Timeline Group Transmarket Holdings LP More: the full row for Transmarket Holdings LP 32,169 $3.08M 1.64% -42,061 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 31,369 $3M 1% -7,196 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 31,450 $2.98M 0.03% -118,197 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 31,044 $2.97M 0.04% +1,155 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 31,002 $2.97M 0.02% -2,449 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 30,958 $2.96M 0.4% +193 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 29,987 $2.87M 2.56% -8,353 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 29,884 $2.81M 1.1% +7,157 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 29,075 $2.78M <0.01% 0 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 28,444 $2.72M 0.01% -6,226 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 28,256 $2.7M 0.15% +2,562 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 27,625 $2.64M 0.03% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 27,231 $2.61M 0.43% -288 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 27,132 $2.6M 0.28% -249 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 27,000 $2.58M 0.01% new 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 26,767 $2.56M 1.92% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 26,720 $2.56M 0.48% +2,758 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 26,524 $2.54M 0.08% -333,474 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 26,522 $2.54M 0.04% -52,157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 26,553 $2.54M 0.53% +5,489 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,084 $2.5M 0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,908 $2.48M 0.01% -3,566 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 25,897 $2.48M 1.47% +1,752 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 25,855 $2.47M 0.28% -728 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 25,820 $2.47M 1.87% +5,999 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,835 $2.47M 0.02% -35,297 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 25,116 $2.4M <0.01% -974 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 24,581 $2.35M 0.05% -948 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 24,430 $2.34M <0.01% +841 13F-HR Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 23,978 $2.3M 0.87% +13,349 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 23,349 $2.23M 0.02% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 22,873 $2.19M 0.48% -3,418 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 22,574 $2.16M 0.8% +2,145 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,362 $2.14M 0.08% +2,009 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 22,190 $2.12M 7.66% -37,664 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,718 $2.08M 0.03% +7,781 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 21,320 $2.04M 0.7% +12,044 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 21,015 $2.01M 0.6% -161 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 20,832 $2.01M 0.75% +5,580 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 20,756 $1.99M 1.04% +716 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 20,642 $1.98M 1.07% +826 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 19,967 $1.91M 1.45% +303 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19,837 $1.9M 0.05% -361 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 19,707 $1.89M 0.17% +1,131 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 19,595 $1.88M 0.1% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 19,528 $1.87M 0.02% -228 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 19,065 $1.82M 0.74% +5,670 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 19,061 $1.82M 0.04% +5,264 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,034 $1.82M 0.02% +132 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 18,967 $1.82M 0.01% -6,429 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 18,735 $1.79M 0.12% +7,428 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 18,638 $1.78M 0.04% +5,160 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 18,583 $1.78M <0.01% +10,814 13F-HR Timeline Group Eddie Patel Inc More: the full row for Eddie Patel Inc 18,165 $1.74M 1.34% +12,763 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 17,815 $1.71M +879 Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 17,291 $1.66M 0.01% +1,854 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 17,273 $1.65M 0.49% -170 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 17,149 $1.64M 0.04% +157 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 17,148 $1.64M 0.19% +3,163 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 16,365 $1.57M 0.68% 0 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 16,174 $1.55M 0.03% +1,562 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,986 $1.53M 0.09% +724 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 15,741 $1.51M 0.11% -5,481 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 15,497 $1.48M 0.85% +147 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 15,386 $1.47M 1.29% +342 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 15,256 $1.46M 0.19% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,031 $1.44M 0.05% +1,016 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 14,919 $1.43M 0.2% -2,341 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,821 $1.42M <0.01% -2,908 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 14,448 $1.38M 0.09% +3,751 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 14,351 $1.37M <0.01% -158 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 14,310 $1.37M 0.09% +7,677 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 14,196 $1.36M 0.21% -265,630 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 14,175 $1.36M 0.05% new 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 14,106 $1.35M 0.27% +2,968 13F-HR Timeline