PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,188,686 $180M 0.02% -230,558 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,171,448 $66.3M 0.09% -116,861 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 968,486 $54.8M <0.01% -2,524 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 651,247 $36.8M 0.01% +27,558 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 532,267 $30.1M 0.01% +393,101 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 455,505 $25.8M <0.01% -3,726 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 447,642 $25.3M 1.91% +22,090 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 335,008 $18.9M 1.12% -8,032 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 307,368 $17.4M 0.01% +8,203 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 259,645 $14.7M <0.01% +44,404 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 255,544 $14.5M +217,085 Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 247,107 $14M 8.55% +24,130 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 243,917 $13.8M <0.01% +149,942 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. 242,857 $13.7M 0.01% +22,340 13F-HR Timeline Group Capital World Investors More: the full row for Capital World Investors 210,341 $11.9M <0.01% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 207,274 $11.7M 1.81% +1,477 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 195,843 $11.1M 3.05% -84,750 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 193,731 $11M 0.69% +8,065 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 184,727 $10.4M <0.01% +6,341 13F-HR/A Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 183,979 $10.4M 0.01% +80,552 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 186,142 $10M 2.54% -19,070 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 167,913 $9.5M <0.01% -10,642 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 157,672 $8.92M 0.05% +10,718 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 156,968 $8.88M 0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 156,312 $8.84M 0.02% -17,784 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 155,568 $8.8M 1% -5,015 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 149,394 $8.45M 0.12% +4,082 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 138,771 $7.85M 0.01% +96,611 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 137,941 $7.8M 0.03% -1,101 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 134,738 $7.62M <0.01% -4,451 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 130,010 $7.35M 0.11% -1,033 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 128,599 $7.27M 0.22% +5,522 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 128,333 $7.26M 0.33% +163 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 121,322 $6.86M <0.01% +3,377 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 120,596 $6.82M 1.78% -1,520 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 119,791 $6.78M 0.24% +1,800 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 119,089 $6.74M 0.01% +11,821 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 118,394 $6.7M 1.2% +803 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 117,996 $6.67M <0.01% -2,215 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 117,994 $6.67M 0.45% +67,626 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 114,089 $6.45M 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 112,210 $6.35M 1.84% -4,400 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 109,897 $6.22M 0.12% +7,192 13F-HR/A Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 109,714 $6.21M 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 102,690 $5.81M 0.28% -6,595 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 100,611 $5.69M 0.01% -4,105 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 100,000 $5.66M 0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 98,704 $5.58M 0.07% +1,712 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 95,566 $5.5M 1.99% +48,207 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 95,632 $5.41M 0.01% +42,054 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 94,767 $5.36M 0.38% -19,150 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 92,204 $5.22M 2.18% -9,821 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 86,161 $4.87M 0.03% -33,703 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 85,565 $4.84M 0.05% new 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 85,097 $4.81M 0.2% +4,401 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 84,925 $4.8M 0.15% +62,142 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 84,708 $4.8M 0.01% +14,886 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 78,362 $4.43M <0.01% +20,589 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 77,438 $4.38M <0.01% -41,755 13F-HR Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 76,257 $4.31M 0.02% -73,381 13F-HR Timeline Group Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 74,675 $4.31M 1.46% -530 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 75,411 $4.27M <0.01% -3,560 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 69,958 $3.96M 0.48% +3,790 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 68,997 $3.9M 0.57% -9,124 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 65,742 $3.72M 0.01% +6,787 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 59,285 $3.35M <0.01% +17,123 13F-HR/A Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 58,836 $3.33M 0.1% +59 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 56,328 $3.19M 0.1% -6,371 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/ 55,936 $3.16M <0.01% -39,881 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 55,740 $3.15M 0.15% +2,503 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 3 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,794 $2.99M -3,212 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 51,350 $2.9M 0.01% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 49,798 $2.82M 0.06% -309 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 49,465 $2.8M 0.06% +1,146 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 48,400 $2.74M 0.23% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 47,554 $2.69M 0.01% -5,538 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 47,554 $2.69M 0.01% -11,034 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 47,085 $2.66M 0.01% +602 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 46,684 $2.64M 0.01% -11,600 13F-HR Timeline Group Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 45,188 $2.56M 1.52% -70 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 45,117 $2.55M 0.28% +18,264 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 44,942 $2.54M 0.08% +236 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 42,358 $2.4M 0.03% -901 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 41,710 $2.36M 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 41,172 $2.33M 0.01% -42 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 39,851 $2.25M 0.05% -377 13F-HR Timeline 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 38,202 $2.16M <0.01% +8,886 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 37,821 $2.14M 0.11% 0 13F-HR Timeline Burgundy Asset Management Ltd. More: the full row for Burgundy Asset Management Ltd. 37,624 $2.13M 0.02% -1,115,976 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 37,425 $2.12M 0.43% +11,145 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 37,190 $2.1M 0.04% +96 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 36,451 $2.06M 0.04% -7,024 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 34,204 $1.93M 0.09% -1,150 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 33,292 $1.88M 0.06% -400 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,952 $1.81M 0.07% +1,274 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 29,920 $1.69M <0.01% -749 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 29,689 $1.68M 0.07% +2,558 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 29,638 $1.68M 0.01% +2,550 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 29,015 $1.62M 0.01% +11,095 13F-HR/A Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 28,657 $1.62M 0.03% +5,418 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 27,433 $1.55M 0.38% -4,585 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 26,096 $1.48M 0.46% +614 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 25,344 $1.43M <0.01% -2,337 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 26,233 $1.42M 1.25% +3,004 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 25,000 $1.41M 0.03% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,912 $1.41M <0.01% +3,101 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 24,384 $1.38M 1.07% +1,242 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 23,239 $1.31M 0.02% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 23,142 $1.31M 0.05% +6,346 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 22,158 $1.25M <0.01% +1,630 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 21,934 $1.24M 0.17% -373 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 21,759 $1.23M 0.5% -2,274 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 20,880 $1.18M 0.07% +9 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 20,748 $1.18M <0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 20,675 $1.17M 0.01% +602 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 20,114 $1.14M 0.04% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 19,709 $1.11M 0.51% -2,935 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 19,246 $1.09M <0.01% -5,629 13F-HR/A Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 19,200 $1.09M 0.41% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 19,161 $1.08M <0.01% new 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 19,150 $1.08M 0.06% new 13F-HR Timeline Group SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 18,756 $1.06M 2.46% -138 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,822 $1.01M 0.03% +1,297 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 20,500 $1.01M 0.2% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,760 $1M <0.01% -64 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,701 $1M <0.01% -2,969 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 17,219 $974K <0.01% +1,785 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 17,096 $967K 0.09% +404 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,330 $924K 0.07% -80 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 16,206 $917K 0.27% +231 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 15,937 $901K <0.01% +2,284 13F-HR Timeline Group 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 15,696 $889K 0.14% -637 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,715 $889K 0.07% +5,100 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 15,551 $880K 0.01% -162 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 15,530 $878K 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 15,215 $861K -3,162 Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,030 $850K 0.04% +30 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,030 $850K 0.17% +30 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 14,987 $848K 0.04% -1,441 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,920 $844K 0.02% -2,163 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,517 $821K 0.01% -2 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 14,375 $813K 0.48% -200 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 14,261 $807K 0.08% +121 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,089 $797K 0.01% +5 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,800 $781K 0.05% +158 13F-HR Timeline NORGES BANK More: the full row for NORGES BANK 13,556 $767K <0.01% new 13F-HR/A Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 13,364 $756K 0.19% +425 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 13,342 $755K 0.24% -115 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,338 $754K 0.01% -1,953 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,308 $753K <0.01% -2,075 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 12,712 $719K 0.1% -191 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,652 $716K 0.01% -222 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,412 $702K <0.01% +1,116 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,291 $695K 0.06% +154 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 12,128 $686K 0.01% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 12,095 $684K 0.27% +16 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,090 $684K 0.07% +2,483 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 11,922 $674K 0.01% -176 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. 11,722 $663K <0.01% -252 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,586 $655K 0.14% +1,194 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 11,515 $651K 0.03% -1,955 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 11,325 $641K 0.06% +6,342 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 11,289 $639K 0.08% -1,538 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 11,281 $638K 0.03% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,007 $623K 0.01% +1,332 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,516 $595K 0.13% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,461 $592K <0.01% -19,927 13F-HR/A Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 10,394 $588K 0.02% new 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 10,230 $579K <0.01% +929 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 10,214 $578K <0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,104 $571K 0.01% -2,582 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,019 $567K 0.02% +6,507 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,957 $563K <0.01% -856 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,329 $559K 0.02% -3,010 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 9,782 $553K 0.01% 0 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9,780 $553K 0.3% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,780 $553K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,750 $551K 0.01% +2,711 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,054 $549K <0.01% +1,238 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,607 $549K 0.09% 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 9,584 $542K <0.01% +84 13F-HR Timeline Group BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 9,550 $540K 0.34% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 9,528 $539K 0.31% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,520 $538K 0.04% +221 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,392 $531K 0.13% -550 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 9,382 $531K -528 Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,150 $518K 0.01% -200 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,100 $515K 0.04% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 9,045 $512K 0.15% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,910 $504K 0.01% +1 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,887 $503K <0.01% -3 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,863 $501K <0.01% -6,279 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,800 $498K 0.23% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,798 $498K 0.01% -885 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,733 $494K 0.01% -2,537 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,513 $487K 0.13% -998 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 8,583 $485K 0.11% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 8,484 $480K 0.04% +7 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 8,470 $479K <0.01% +153 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,400 $475K 0.01% 0 13F-HR Timeline