PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,419,244 $200M 0.02% +6,691 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,288,309 $75.5M 0.1% +92,833 13F-HR Timeline Group Burgundy Asset Management Ltd. More: the full row for Burgundy Asset Management Ltd. 1,153,600 $67.6M 0.68% +17,196 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 971,010 $56.9M <0.01% -125,662 13F-HR/A Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 623,689 $36.6M 0.01% -18,421 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 459,231 $26.9M <0.01% +87,852 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 425,552 $24.9M 1.73% +6,297 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 343,040 $20.1M 1.24% -8,331 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 299,165 $17.5M 0.01% +4,740 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 280,593 $16.4M 4.41% +732 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 222,977 $13.1M 9.22% +10,593 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 220,517 $12.9M 0.01% +10,593 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 215,241 $12.6M <0.01% -2,220 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 205,212 $12M 3.1% +321 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 205,797 $11.9M 1.78% -2,255 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 185,666 $10.9M 0.71% +18,601 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 178,555 $10.5M <0.01% 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 178,386 $10.4M <0.01% -12,289 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 174,096 $10.2M 0.02% -3,052 13F-HR/A Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 160,583 $9.41M 0.99% -7,733 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 149,638 $8.77M 0.04% +24,714 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 146,954 $8.61M 0.05% +12,729 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 145,312 $8.51M 0.12% +4,147 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 139,189 $8.15M <0.01% +37,640 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 139,166 $8.15M <0.01% +114,768 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 139,042 $8.14M 0.03% +1,695 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 135,074 $7.91M 0.12% +3,799 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 131,043 $7.68M 0.11% +164 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 128,170 $7.51M 0.34% +174 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 123,077 $7.21M 0.22% -12,653 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 122,116 $7.15M 1.97% +500 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 120,211 $7.04M <0.01% +12,726 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 119,864 $7.02M 0.04% +8,061 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 119,193 $6.98M <0.01% +2,394 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 117,991 $6.91M 0.25% +1,800 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 117,945 $6.91M <0.01% -19,457 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 117,591 $6.89M 1.24% +2,237 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 116,610 $6.83M 1.91% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 113,917 $6.67M 0.46% -1,130 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 109,285 $6.4M 0.3% +538 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 107,268 $6.28M 0.01% -3,013 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 104,716 $6.13M 0.01% +8,832 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 103,427 $6.06M 0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 102,705 $6.02M 0.11% +42,157 13F-HR/A Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 102,025 $6.01M 2.42% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 96,992 $5.68M 0.07% -322 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 95,817 $5.61M <0.01% -91,957 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 93,975 $5.51M <0.01% +33,053 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 80,696 $4.73M 0.19% +3,590 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 78,971 $4.63M <0.01% +5,795 13F-HR Timeline Group Pembroke Management, LTD More: the full row for Pembroke Management, LTD 78,121 $4.58M 0.57% +1,193 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 75,510 $4.42M 0.18% +1,031 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 75,205 $4.41M 1.41% -9,656 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 69,822 $4.09M 0.01% -4,951 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 68,160 $3.99M 0.04% new 13F-HR/A Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 66,168 $3.88M 0.47% +4,765 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 62,699 $3.67M 0.12% -929 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 58,955 $3.45M 0.01% +229 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 58,777 $3.44M 0.11% +782 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 58,588 $3.43M 0.02% +30,567 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 58,284 $3.41M 0.01% -278 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 57,773 $3.38M <0.01% +30,046 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 3 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 56,006 $3.28M +28,106 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 53,578 $3.14M 0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 53,237 $3.12M 0.16% +8,269 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 53,092 $3.11M 0.01% -2,121 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 51,350 $3.01M 0.01% 0 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 50,368 $2.95M 0.2% +6,856 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 50,107 $2.94M 0.06% -2,501 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 48,400 $2.83M 0.22% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 48,319 $2.83M 0.07% +1,446 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 47,359 $2.77M 0.86% +4,500 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 46,483 $2.72M 0.01% +16,789 13F-HR Timeline Group Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 45,258 $2.65M 1.34% -1,092 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 44,706 $2.62M 0.08% +4,342 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 43,475 $2.55M 0.05% +2,087 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 43,259 $2.53M 0.03% -147 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 42,162 $2.47M <0.01% -30,103 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 42,160 $2.47M <0.01% +41,610 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 41,710 $2.44M 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 41,214 $2.41M 0.01% +872 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 40,228 $2.36M 0.05% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 38,459 $2.25M 0.01% -31,061 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 37,821 $2.22M 0.11% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 37,094 $2.17M 0.04% -1,405 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 35,354 $2.07M 0.09% +87 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 35,045 $2.05M <0.01% -4,293 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 33,692 $1.97M 0.06% -160 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 32,018 $1.88M 0.46% -37,049 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 30,678 $1.8M 0.1% +462 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 30,669 $1.8M <0.01% -23,966 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 30,388 $1.78M <0.01% +13,140 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 29,316 $1.72M <0.01% +10,625 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 27,681 $1.62M <0.01% +1,923 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 27,131 $1.59M 0.06% +2,869 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 27,088 $1.59M 0.01% +3,282 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 26,853 $1.57M 0.21% +15,513 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 26,280 $1.54M 0.3% +5,563 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 25,482 $1.49M 0.45% +1,388 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 24,033 $1.49M 0.68% 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 24,875 $1.46M <0.01% +7,598 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 25,000 $1.44M 0.02% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 23,239 $1.36M 0.03% +8,061 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 23,229 $1.36M 1.23% 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 23,142 $1.36M 1.05% +152 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 22,890 $1.34M 0.88% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,783 $1.33M 0.05% +1,410 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 22,644 $1.33M 0.58% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 22,307 $1.31M 0.19% -941 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 21,848 $1.28M 0.43% -133 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,811 $1.28M <0.01% -2,101 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 20,871 $1.22M 0.07% +12 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,670 $1.21M <0.01% +494 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 20,528 $1.2M <0.01% +12 13F-HR Timeline Group BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 20,500 $1.19M 0.21% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 20,073 $1.18M 0.01% +484 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 19,200 $1.12M 0.41% 0 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 18,894 $1.11M 2.67% -145 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 18,377 $1.08M +40 Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 17,920 $1.05M 0.01% -12,979 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,824 $1.04M <0.01% +1,081 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,083 $1M 0.03% -1,561 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 16,796 $984K 0.04% +3,827 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 16,692 $978K 0.09% +558 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 16,526 $968K 0.03% +2,826 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,525 $968K 0.03% +3,073 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,428 $962K 0.04% -5,129 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,410 $961K 0.07% +2,317 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,333 $957K 0.14% new 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 15,975 $936K 0.28% -80 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 15,713 $920K 0.01% -4,985 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 15,530 $910K 0.02% 13F-HR/A Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 15,434 $904K <0.01% +2,322 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,383 $901K <0.01% -56,225 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,291 $896K 0.01% +155 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 15,457 $892K 0.17% -2,338 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,519 $892K 0.01% -1,131 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,142 $887K <0.01% +533 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,779 $866K 0.07% new 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 14,575 $854K 0.49% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 14,140 $828K 0.09% +832 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,084 $825K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,339 $807K 0.02% -1,124 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,653 $800K <0.01% -704 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 13,642 $799K 0.05% +219 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,470 $789K 0.03% +2,420 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 13,457 $788K 0.25% -662 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 12,939 $758K 0.19% +1,070 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,905 $756K 0.02% -12,961 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 12,903 $756K 0.1% -963 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,874 $754K 0.01% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 12,827 $751K 0.09% -1,039 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,686 $743K 0.01% +5,651 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,000 $741K 0.04% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,000 $741K 0.25% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,137 $711K 0.06% +127 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 12,128 $710K 0.02% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 12,098 $709K 0.01% +646 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 12,079 $708K 0.26% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,974 $701K <0.01% +2,264 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,296 $662K <0.01% +425 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,270 $660K 0.01% +5,791 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,813 $633K <0.01% -136 13F-HR Timeline Group Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 10,727 $628K 0.39% -43 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,615 $622K 0.04% +500 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,516 $616K 0.2% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 10,392 $609K 0.13% +3,843 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 9,511 $585K 0.14% +1,106 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,942 $582K 0.13% -755 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 9,910 $581K -4,708 Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 9,782 $573K 0.01% +1,085 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9,780 $573K 0.3% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,780 $573K 0.01% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 9,683 $567K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,675 $567K 0.01% +88 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 9,621 $564K 0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,607 $563K 0.07% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 9,550 $559K 0.34% 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 9,500 $557K <0.01% 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,350 $548K 0.01% 0 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 9,301 $545K <0.01% +6,793 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,299 $545K 0.04% +127 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,909 $539K 0.01% +137 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,816 $535K <0.01% -813 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,100 $533K 0.04% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,890 $521K <0.01% +868 13F-HR/A Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,800 $516K 0.24% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 8,583 $503K 0.11% +3,383 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,495 $498K 0.04% +3,204 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,485 $497K 0.31% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 8,477 $497K 0.04% +25 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,400 $492K 0.01% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 8,317 $487K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,159 $478K 0.01% -330 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 7,988 $468K 0.09% -102 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 7,718 $452K 0.15% -4,934 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,717 $452K 0.17% +103 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,713 $452K 0.09% +60 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 7,617 $446K 0.14% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,215 $423K 0.02% 0 13F-HR Timeline