MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 29,739,500 $5.15B 0.37% +958,202 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23,554,043 $4.08B 3.34% +396,957 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/ 22,212,820 $3.85B 0.34% +561,957 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 11,189,061 $1.94B 0.37% +1,195,627 13F-HR Timeline Group TEXAS PERMANENT SCHOOL FUND CORP More: the full row for TEXAS PERMANENT SCHOOL FUND CORP 9,181,818 $1.59B 56.6% +1,019,369 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,181,068 $1.42B 0.27% +914,209 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,175,565 $1.24B 0.3% +604,848 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 7,043,227 $1.22B +476,725 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,260,788 $911M 0.35% +894,245 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,057,195 $876M 0.07% +1,069,297 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 4,584,878 $794M 2.06% +4,468,754 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,380,352 $759M 1.22% -186,493 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,987,375 $691M 3.47% +257,508 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,953,423 $685M 2.74% +16,832 13F-HR Timeline Group Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 3,792,112 $657M 10.1% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,736,130 $647M 0.24% -85,983 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,724,141 $646M 0.17% +65,243 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,260,899 $565M +695,718 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,200,832 $554M 0.12% +363,541 13F-HR/A Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,629,372 $455M 4.13% +573,300 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,345,492 $406M 0.31% +1,126,130 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 2,302,200 $399M 0.84% -1,241,000 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,711,087 $296M 0.42% +434,650 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 1,684,786 $292M 0.06% +123,903 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,554,312 $269M 4.12% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,508,684 $261M 0.35% +80,646 13F-HR Timeline Junto Capital Management LP More: the full row for Junto Capital Management LP 1,445,513 $250M 5.73% +68,590 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,371,615 $238M 0.49% +170,599 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,330,882 $231M 18.02% -11,811 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,258,767 $218M 6.5% +299,242 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,253,012 $217M 0.39% +753,831 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,224,133 $212M 0.52% +87,027 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 1,189,656 $206M 0.19% +38,287 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,162,023 $201M 0.15% -599,105 13F-HR Timeline Group Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 1,135,000 $197M 22.06% +165,000 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,085,000 $188M 0.42% -715,000 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,068,585 $185M -169,169 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,007,738 $175M 0.34% +300,580 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 989,985 $172M 0.18% +5,392 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 937,944 $162M 0.21% -5,966 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 936,707 $162M 0.16% -43,722 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 936,055 $162M 5.35% +116,234 13F-HR Timeline COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 925,230 $160M 0.95% -459,659 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 918,979 $159M 0.23% +178,363 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 883,409 $153M 0.34% -128,966 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 819,635 $142M 8.48% +426,811 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 800,864 $139M 4.08% -666,040 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 756,599 $131M 0.44% +80,208 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 734,154 $127M 2.34% +64,365 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 727,315 $126M 0.41% +364,943 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 718,686 $124M 0.53% new 13F-HR Timeline Group Trust Co of Tennessee More: the full row for Trust Co of Tennessee 704,914 $122M 30.6% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 694,153 $120M 0.16% -3,784 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 679,526 $118M 1.41% +6,485 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 651,029 $113M 3.15% -4,471 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 638,205 $111M 13.17% -36,836 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 606,719 $105M 1.36% +103,461 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 604,066 $105M 0.3% -21,242 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 601,594 $104M 1.62% +242,389 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 590,120 $102M 0.2% -22,231 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 584,437 $101M 1.23% +14,695 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 583,103 $101M 0.34% +175,356 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 566,446 $98.1M 3.42% -29,384 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 565,151 $97.9M -75,704 Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 558,556 $96.8M 37.99% +325,240 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 589,813 $95.9M 5.44% +13,932 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 543,659 $94.2M 0.71% +33,057 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 539,004 $93.4M 0.5% +10,337 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 524,116 $90.8M 17.99% -8,213 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 502,611 $87.1M 0.25% +13,377 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 500,139 $86.6M 1.13% -96,094 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 500,000 $86.6M 0.19% 0 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 494,881 $85.7M 0.52% -84,603 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 461,323 $79.9M 15.26% +2,184 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 460,378 $79.8M 0.04% +63,175 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 448,309 $77.7M 1.91% +16,343 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 447,774 $77.6M -420,679 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 437,922 $75.9M 0.86% -17,990 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 441,358 $74.5M 0.17% +103,367 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 427,607 $74.1M 6.51% +1,061 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 423,086 $73.3M 3.02% +8,775 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 420,449 $72.8M 0.37% -33,819 13F-HR/A Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 411,880 $71.3M 1.67% +11,086 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 410,726 $71.2M 23.15% +406,848 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 398,971 $69.1M 18.38% +141,560 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 394,048 $68.3M 0.11% +31,529 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 393,209 $68.1M 5.56% +334,585 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 386,870 $67M 0.15% +167,904 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 382,792 $66.3M 0.2% +15,700 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 381,107 $65.5M 0.04% +127,987 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 369,287 $64M 0.03% -213,314 13F-HR/A Timeline Group CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 1,865,494 $63.8M 3.96% 0 13F-HR Timeline Group Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 366,395 $63.5M 9.73% -2,405 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 366,081 $63.4M 2.66% -148 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 358,586 $62.1M 9.48% +327 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 350,791 $60.8M 0.94% -3,858 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 344,704 $59.7M 7.81% +2,579 13F-HR Timeline Spider Management Company, LLC More: the full row for Spider Management Company, LLC 343,186 $59.5M 25.58% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 338,525 $58.6M 3.11% +1,015 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 335,636 $58.1M 0.15% +310,244 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 328,428 $56.9M 8.35% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 326,332 $56.5M 0.24% +22,947 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 361,484 $55.3M 0.12% +94,735 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 314,278 $54.4M 2.61% +78,640 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 311,116 $53.9M 0.51% +1,627 13F-HR Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 307,876 $53.3M 5.98% -47,110 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 283,238 $49.1M 2.22% +385 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 280,711 $48.6M 2.33% +134,231 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 272,049 $47.1M 13.11% +50,949 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 267,836 $46.4M 5.64% -48,610 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 266,519 $46.2M 2.26% -95 13F-HR/A Timeline McAdam, LLC More: the full row for McAdam, LLC 265,607 $46M 2.85% -618 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 261,896 $45.4M 0.27% +4,027 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 261,700 $45.3M 2.01% +164,892 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 260,690 $45.2M 0.32% +4,038 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 255,628 $44.3M 9.99% -15,248 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 255,024 $44.2M 12.9% +244,481 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 251,899 $43.6M 0.65% +49,342 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 251,828 $43.6M 0.07% +116,982 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 247,042 $42.8M 0.38% -6,704 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 245,804 $42.6M 6.71% +7,017 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 245,245 $42.5M 0.08% +29,739 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 528,277 $42.3M 0.7% +308,086 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 243,915 $42.3M 11.33% +63,921 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 242,565 $42M 9.47% -89,961 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 241,694 $41.9M 0.02% +5,380 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 239,657 $41.5M 0.25% +131,417 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 237,903 $41.2M 1.53% -90,616 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 236,941 $41M 0.81% +31,952 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 234,884 $40.7M 3.31% +5,512 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 233,107 $40.4M 0.05% -89,040 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 229,811 $39.8M 0.04% +35,562 13F-HR Timeline Group Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 229,611 $39.8M 17.1% +3,902 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 223,219 $38.7M 0.55% -17,266 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 222,504 $38.5M 0.02% +175,130 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 220,503 $38.2M 0.56% +151,357 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 217,990 $37.8M 3.52% +14,160 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 217,207 $37.6M 13.21% +2,207 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 216,685 $37.5M 0.41% -314,743 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 210,530 $36.5M 4.1% -89,575 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 209,144 $36.2M 2.51% +27,071 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 200,248 $34.7M 8.46% -3,336 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 199,948 $34.6M 0.29% +166,473 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 199,531 $34.6M 4.71% -3,928 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 199,108 $34.5M 12.06% +4,979 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 197,006 $34.1M 0.03% 0 13F-HR Timeline Group Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 196,391 $34M 6.37% +4,470 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 188,377 $32.6M 0.38% -2,173 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 188,755 $32.4M 0.03% +78,465 13F-HR/A Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 186,265 $32.3M 20.56% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 186,066 $32.2M 5.34% +32,145 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 182,954 $31.7M 0.39% -2,623 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 182,912 $31.7M 1.65% +3,841 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 179,164 $31M 2.89% +31,398 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 177,073 $30.7M 0.25% +20,876 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 177,009 $30.7M 1.94% -2,721 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 175,657 $30.4M 1.02% -3,838 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 175,592 $30.4M 2.68% +523 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 172,960 $30M 0.24% +10,183 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 172,776 $29.9M 2.79% -22,513 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 170,627 $29.6M 2.96% +36,046 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 169,671 $29.4M 0.33% +5,993 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 169,427 $29.3M 2.32% +3,046 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 168,541 $29.2M 8.37% +20,413 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 166,045 $28.8M 3.36% +22,862 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 164,560 $28.5M 1.5% -10,791 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 164,506 $28.5M 5.79% +64,698 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 164,443 $28.5M 2.86% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 163,400 $28.3M 3.95% -128,968 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 163,313 $28.3M 6.4% +16,246 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 162,090 $28.1M 0.79% +3,775 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 162,033 $28.1M 0.21% -5,945 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 162,003 $28.1M 1.4% -2,540 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 161,533 $28M 1.53% +2,710 13F-HR/A Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 161,087 $27.9M 0.07% new 13F-HR/A Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 160,739 $27.8M 7.81% +54,008 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 168,593 $27.6M 12.23% +7,187 13F-HR Timeline Davidson Capital Management Inc. 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More: the full row for Sebold Capital Management, Inc. 151,184 $26.2M 17.22% -6,645 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 151,137 $26.2M 2.44% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 150,000 $26M 0.16% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 149,030 $25.8M 0.46% +14,721 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 147,758 $25.6M 0.44% -12,752 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. 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