PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,500,667 $207M 0.02% +311,981 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 16,319 $140M 2.03% +789 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,218,338 $72M 0.08% +46,890 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,012,080 $59.8M <0.01% +43,594 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 675,495 $39.9M 0.01% +24,248 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 585,673 $34.6M <0.01% +130,168 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 507,373 $30M 0.01% -24,894 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 454,495 $26.9M 1.78% +6,853 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 345,827 $20.4M 1.17% +10,819 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 341,799 $20.2M 0.01% +34,431 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 332,510 $19.7M <0.01% +88,593 13F-HR Timeline Group Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 316,808 $18.7M 8.55% +69,701 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 306,645 $18.1M <0.01% +47,000 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. 287,252 $17M 0.01% +44,395 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 243,253 $14.4M -12,291 Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 215,481 $12.7M 0.74% +21,750 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 213,431 $12.6M 0.06% +127,270 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 213,340 $12.6M 3.01% +6,066 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 213,235 $12.6M <0.01% +2,894 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 188,723 $12.2M 2.95% +2,581 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 200,717 $11.9M <0.01% +65,979 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 188,296 $11.1M 0.01% +4,317 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 182,705 $10.8M <0.01% -2,022 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 170,921 $10.1M 0.05% +13,249 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 170,483 $10.1M <0.01% +2,570 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 163,988 $9.69M 0.01% +49,899 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 156,952 $9.28M 0.02% +640 13F-HR/A Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 154,392 $9.12M 0.12% +4,998 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 152,199 $8.99M 0.94% -3,369 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 146,645 $8.67M 0.01% -10,323 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 139,452 $8.24M 0.24% +10,853 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 139,179 $8.22M 0.03% +1,238 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 136,953 $8.09M 0.14% +27,056 13F-HR/A Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 129,985 $7.68M 0.11% -25 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 128,509 $7.59M 0.31% +176 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 125,694 $7.41M <0.01% +48,256 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 123,646 $7.31M 1.81% +3,050 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 122,391 $7.23M 0.23% +2,600 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 120,003 $7.09M <0.01% +2,007 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 119,468 $7.06M 0.45% +1,474 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 118,253 $6.99M 0.01% -836 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 116,811 $6.9M <0.01% -4,511 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 114,614 $6.77M 1.12% -3,780 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 110,760 $6.55M 1.65% -1,450 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 108,100 $6.39M <0.01% +29,738 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 100,088 $5.92M 0.25% -2,602 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 $5.91M 0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 99,808 $5.9M 0.13% +14,883 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 98,045 $5.79M 0.06% -659 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 95,112 $5.62M 0.37% +345 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 93,661 $5.54M 0.01% -6,950 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 91,517 $5.41M 2.26% -687 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/ 89,179 $5.27M <0.01% +33,243 13F-HR Timeline Group CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 87,419 $5.18M 0.01% +2,711 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 81,587 $4.82M 0.16% -3,510 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 80,296 $4.75M 0.12% +69,902 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 69,704 $4.54M 0.01% -25,928 13F-HR/A Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 76,678 $4.53M 0.56% +6,720 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 75,339 $4.45M <0.01% -72 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 73,957 $4.37M <0.01% +65,643 13F-HR Timeline Group Pembroke Management, LTD More: the full row for Pembroke Management, LTD 69,944 $4.13M 0.5% +947 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 69,675 $4.12M 0.02% -6,582 13F-HR Timeline Group Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 67,151 $3.98M 1.34% -7,524 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 62,508 $3.69M 0.02% +14,954 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 61,064 $3.61M 0.15% +59,402 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 58,991 $3.49M 0.14% +3,251 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 56,866 $3.36M 0.1% -1,970 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 56,688 $3.35M 0.09% +360 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 54,772 $3.24M 0.85% +28,676 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 52,075 $3.08M 0.01% +4,521 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 51,599 $3.05M 0.03% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 51,350 $3.03M 0.01% 0 13F-HR Timeline Group Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 50,960 $3.01M 1.6% +5,772 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 50,043 $2.96M 0.97% -45,523 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 49,734 $2.94M 0.05% +269 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 48,331 $2.86M 0.05% -1,467 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 43,848 $2.59M 0.08% -1,094 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 42,383 $2.59M <0.01% -23,359 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 42,472 $2.51M 0.25% -2,645 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 42,410 $2.51M 0.01% +700 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 41,172 $2.43M 0.01% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 40,729 $2.41M 0.46% +3,304 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 37,025 $2.4M 0.04% -165 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 39,851 $2.36M 0.05% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 38,086 $2.25M 0.01% new 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 37,325 $2.21M <0.01% -877 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 37,183 $2.2M 0.03% +8,526 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36,810 $2.18M 0.05% +33,158 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 36,705 $2.17M 0.04% +254 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 36,516 $2.16M 0.01% +7,501 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 34,934 $2.06M <0.01% +31,308 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 33,862 $2M 0.09% -342 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 33,849 $2M 0.08% +4,160 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 32,591 $1.93M 0.06% +639 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 32,579 $1.93M 0.01% +31,729 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 28,518 $1.69M 0.08% -4,774 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 28,481 $1.68M <0.01% +18,897 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,389 $1.68M 0.01% -1,249 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 28,341 $1.67M 1.72% +2,108 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 26,250 $1.55M 0.35% -1,183 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 26,074 $1.54M <0.01% +6,828 13F-HR/A Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 25,532 $1.51M 0.02% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 25,000 $1.48M 0.02% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 24,613 $1.45M <0.01% -731 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 24,386 $1.44M 1% +2 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 22,910 $1.35M 0.11% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 22,381 $1.32M 0.02% -858 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 22,259 $1.32M 0.21% +325 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,962 $1.24M 0.04% -2,180 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 20,526 $1.21M 0.06% -354 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,367 $1.2M 0.09% +4,037 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,248 $1.2M <0.01% +9,787 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,116 $1.19M <0.01% -4,796 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,831 $1.17M <0.01% new 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 19,303 $1.14M <0.01% +9,089 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 19,200 $1.13M 0.38% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 18,881 $1.12M <0.01% -3,277 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,687 $1.1M <0.01% +927 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,649 $1.1M <0.01% -28,035 13F-HR Timeline Group SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 18,630 $1.1M 2.5% -126 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,417 $1.09M <0.01% +716 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,354 $1.08M 0.01% -2,321 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 18,138 $1.07M 0.01% +8,084 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 17,000 $1.04M 0.18% -3,500 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 17,421 $1.03M 0.01% +1,870 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 17,058 $1.01M 0.09% -38 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,959 $1M 0.01% +8,226 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 16,867 $997K 0.21% +5,281 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,776 $991K 0.02% +1,856 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 16,672 $985K <0.01% -547 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 16,437 $971K 0.26% +231 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,265 $961K 0.06% +550 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 3 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,227 $959K -36,567 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 15,889 $939K 0.13% +193 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,583 $921K 0.05% -22,238 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,394 $910K 0.03% -2,428 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 15,390 $910K <0.01% -547 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 15,320 $906K +105 Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,084 $895K 0.01% -5 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,030 $888K 0.04% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,030 $888K 0.16% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 14,987 $886K 0.03% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,555 $860K 0.06% +2,465 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,489 $856K 0.01% -28 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 14,469 $855K <0.01% -4,692 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 14,092 $833K 0.05% +292 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 13,975 $826K 0.46% -400 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,694 $809K 0.01% +356 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 13,390 $791K 0.18% +26 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 13,340 $788K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,228 $782K <0.01% -80 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 13,165 $778K <0.01% +2,935 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 13,148 $777K 0.07% -1,113 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,948 $765K 0.01% +296 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 12,861 $760K 0.22% -481 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 12,580 $743K 0.01% new 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 12,520 $740K 0.24% +425 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 12,500 $739K 0.22% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 12,492 $738K 0.01% +570 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,458 $736K 0.06% +167 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 12,128 $717K 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,044 $712K 0.1% +437 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,654 $689K <0.01% -758 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 11,515 $681K 0.03% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 10,806 $639K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,792 $638K <0.01% +835 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. 10,739 $635K <0.01% -983 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,516 $621K 0.12% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,323 $610K 0.04% +803 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,019 $594K 0.01% -1,310 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 9,918 $586K 0.28% +4,968 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,896 $585K 0.07% -2,816 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,878 $584K <0.01% +128 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,943 $579K 0.14% +430 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9,780 $578K 0.29% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,780 $578K 0.01% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 9,550 $564K 0.31% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 9,431 $557K 0.01% +633 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,431 $557K 0.01% -588 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 9,301 $550K 0.01% -481 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,292 $549K 0.11% -100 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,150 $541K 0.01% 0 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,100 $538K 0.04% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,932 $528K <0.01% +45 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 8,758 $518K 0.17% -624 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,651 $511K 0.01% -1,453 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 8,648 $511K 0.06% -2,641 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,612 $509K 0.01% -298 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 8,583 $507K 0.11% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,470 $501K <0.01% +1,284 13F-HR Timeline Group AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 8,470 $501K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,400 $496K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 8,362 $494K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,305 $491K 0.15% +144 13F-HR/A Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,240 $487K 0.29% -97 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,150 $482K 0.38% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 7,688 $454K 0.08% 0 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,653 $452K 0.08% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,605 $449K <0.01% -1,258 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,552 $446K 0.01% 13F-HR Timeline