AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,779,630 $402M 0.1% -2,899,817 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,641,043 $169M 4.6% -1,517,395 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 5,311,500 $134M 4.74% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,698,364 $120M 0.04% +85,754 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,521,088 $115M 0.03% +280,528 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,785,155 $96.4M 0.07% +28,099 13F-HR/A Timeline Group State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 3,689,415 $94M 0.36% -400,000 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,479,826 $88.7M 0.23% +212,167 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,145,151 $80.1M 1.81% +141,129 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,866,902 $73M 0.51% -52,154 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/ 2,789,991 $71.1M 0.01% +287,647 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,776,306 $70.5M +63,037 Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,455,713 $62.3M 9.59% 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,419,136 $61.6M 0.93% +2,292,236 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,259,428 $57.6M 0.14% +382,912 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,094,695 $53.4M <0.01% -30,265 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 2,023,706 $51.6M 0.84% +107,224 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,770,784 $45.1M -3,197,742 Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,669,016 $42.5M 0.58% +92,010 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,633,614 $41.6M 4.38% -34,433 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,544,552 $39.4M 2.17% +20,240 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,394,700 $35.5M 0.08% 0 13F-HR/A Timeline Group Aristotle Pacific Capital, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Pacific Capital, LLC 1,381,734 $35.2M 16.88% -150,164 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,324,300 $33.7M 0.04% +182,800 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,274,678 $32.5M 0.01% +110,422 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 1,082,644 $27.6M 0.01% -409,949 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 1,050,861 $26.8M 5.27% -38,286 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,000,000 $25.5M 0.05% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 957,993 $24.2M 0.04% +602,389 13F-HR/A Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 868,026 $22.1M 0.04% new 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 842,349 $21.5M 2.82% +38,248 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 838,810 $21.4M 0.03% +414,869 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 780,200 $19.9M 1.24% +72,624 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 732,801 $18.7M 0.16% +320,100 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 718,173 $18.3M 0.02% -912 13F-HR Timeline Group Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 726,800 $18.3M 8.35% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 711,195 $18.1M 0.21% +498,702 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 703,175 $17.9M 0.03% +23,112 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 678,127 $17.3M <0.01% +594,701 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 675,948 $17.2M 0.01% -190,889 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 617,893 $15.8M 0.27% new 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 611,024 $15.6M 6.69% -518,137 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 600,900 $15.3M 3.84% -240,697 13F-HR Timeline SHENKMAN CAPITAL MANAGEMENT INC More: the full row for SHENKMAN CAPITAL MANAGEMENT INC 600,880 $15.3M 1.52% +320,840 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 581,346 $14.8M 0.02% -33,208 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 540,980 $13.8M 0.08% +25,850 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 534,991 $13.6M 0.02% -212,681 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 528,055 $13.5M 2.97% +21,918 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 521,593 $13.3M 0.02% +90,787 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 465,755 $11.9M 0.04% -106,475 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 453,944 $11.6M 0.03% 0 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 453,004 $11.5M 0.03% +71,336 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 450,699 $11.5M 0.78% -24,367 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 450,000 $11.5M <0.01% +225,000 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 443,064 $11.3M 0.16% +177,087 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 440,775 $11.2M 8.47% +316,693 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 419,449 $10.7M <0.01% -584,898 13F-HR Timeline Group CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 403,848 $10.3M 0.73% -6,995 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 376,978 $9.61M 1.79% +201,874 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 373,269 $9.51M 0.09% +2,810 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 364,584 $9.29M 0.29% +32,536 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 362,365 $9.23M 0.18% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 343,664 $8.76M 0.07% +44,174 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 342,722 $8.73M 3.69% +15,114 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 338,175 $8.62M 0.9% -2,349 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 338,000 $8.61M 0.01% new 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 332,304 $8.47M 0.07% +33,722 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 331,549 $8.45M 0.05% -23,402 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 330,441 $8.42M 5.31% -496 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 327,608 $8.35M 0.67% +14,036 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 327,382 $8.34M 0.83% +10,352 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 322,893 $8.17M 3.86% +41 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 320,199 $8.16M 0.05% new 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 319,600 $8.13M 0.12% +160,000 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. 312,199 $7.95M 1.37% -10,815 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 294,224 $7.5M 0.06% -58,331 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 280,784 $7.15M 2.24% +28,674 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 279,839 $7.13M 4.75% -82 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 277,853 $7.08M 1.63% -237,611 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 276,892 $7.06M 4.32% +167,425 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 272,774 $6.95M 0.96% -177,957 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 269,055 $6.86M 0.03% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 263,393 $6.71M 0.46% +2,638 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 260,519 $6.64M 0.11% +11,819 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 258,251 $6.58M 0.07% -216,729 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 247,122 $6.3M 0.47% +3,599 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 241,070 $6.12M 2.32% +6,110 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 239,830 $6.11M 0.01% -10,970 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 233,442 $5.95M 2.06% +12,877 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 232,833 $5.93M 0.34% -4,250 13F-HR Timeline Little Harbor Advisors, LLC More: the full row for Little Harbor Advisors, LLC 232,470 $5.92M 3.51% -53,193 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 224,693 $5.73M 0.16% -3,091 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 224,274 $5.69M 0.22% +170,549 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 223,158 $5.69M 0.03% -773 13F-HR Timeline Group Western Asset Management Company, LLC More: the full row for Western Asset Management Company, LLC 221,350 $5.64M 7.39% +28,700 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 214,675 $5.47M +28,394 Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 213,506 $5.44M 1.78% -1,924 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 208,733 $5.32M 0.04% -22,443 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 200,795 $5.12M 0.12% +5,077 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 191,152 $4.87M <0.01% -5,212 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 180,854 $4.61M 0.31% -1,195 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 177,931 $4.53M 3.28% +27,881 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 175,881 $4.48M 0.53% new 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 175,195 $4.46M 0.36% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 174,966 $4.43M 1.73% -190,918 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 166,957 $4.25M <0.01% +1 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 163,503 $4.17M 0.16% +23,862 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 162,500 $4.14M <0.01% -83,500 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 159,082 $4.05M 0.01% -50,466 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 156,830 $3.99M 0.1% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 153,499 $3.91M 2.51% +3,124 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 151,798 $3.87M 0.2% -1,857 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 151,401 $3.86M 1.14% -1,719 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 150,619 $3.84M 0.2% -1,925 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 147,072 $3.75M <0.01% -389,997 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 144,526 $3.68M <0.01% new 13F-HR Timeline Group Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 137,555 $3.5M 2.07% -16,268 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 135,938 $3.46M 2.46% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 134,879 $3.44M 0.16% -36,702 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 129,687 $3.3M 0.37% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 127,886 $3.26M 0.08% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 126,204 $3.22M 0.08% +6,544 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 125,973 $3.21M 0.09% -140,183 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 125,313 $3.19M 0.19% -52,844 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 122,935 $3.13M <0.01% -13,217 13F-HR Timeline Group Axos Invest Inc. More: the full row for Axos Invest Inc. 122,875 $3.13M 2.36% -3,416 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 122,310 $3.12M 0.13% +109,410 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 118,169 $3.01M 0.02% +6,292 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 118,150 $3.01M 0.74% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 116,736 $2.97M <0.01% +18,817 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 115,325 $2.94M 2.76% -18,354 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 113,950 $2.87M 1.7% -960 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 104,366 $2.66M 1.49% +2,088 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 103,482 $2.64M 0.08% -88 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 103,150 $2.63M 2.08% +18,575 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 100,981 $2.57M 0.54% +811 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 98,262 $2.5M 2.31% +18,152 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 86,448 $2.2M 1.05% +5,097 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 83,529 $2.12M 1.76% +20,831 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 80,700 $2.06M <0.01% +227 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 79,495 $2.03M 0.08% -2,595 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 79,365 $2.02M 0.01% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 78,082 $1.99M 0.5% +1,262 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 77,233 $1.97M 0.51% -150 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 74,278 $1.89M 0.41% +12,086 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 74,085 $1.89M <0.01% +60,469 13F-HR/A Timeline Group SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 72,770 $1.85M 0.68% -18,899 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 71,378 $1.82M 0.7% -484 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 71,368 $1.82M 0.08% -14,329 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 70,285 $1.79M 0.06% +4,091 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 65,898 $1.67M 0.6% +6,242 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 64,448 $1.64M 0.87% +1,951 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 63,475 $1.62M 0.03% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 63,256 $1.61M 0.01% -126,995 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 61,740 $1.57M 0.46% -1,220 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 61,222 $1.56M 0.35% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 60,475 $1.54M 0.01% -2,089 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 59,900 $1.52M 0.02% +14,979 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 57,442 $1.46M 0.78% +228 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 57,321 $1.46M <0.01% +9,124 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 57,111 $1.46M 0.34% -1,564 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 56,889 $1.45M <0.01% -9,059 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 53,312 $1.36M 1.13% new 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 53,094 $1.35M 0.44% +1,188 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 52,095 $1.33M 0.11% +557 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 50,970 $1.3M 0.02% -257,232 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 49,584 $1.26M <0.01% -12,167 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 49,036 $1.25M 0.06% 0 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 47,175 $1.2M 0.37% -100,720 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 47,153 $1.2M 0.16% -5,856 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 47,615 $1.2M 0.06% +35,970 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 46,777 $1.18M 0.21% +3,953 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 46,323 $1.18M 0.14% -25,007 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 45,910 $1.17M 0.02% -7,895 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 45,738 $1.17M <0.01% -5,220 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 44,983 $1.15M 0.58% +3,325 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 44,843 $1.14M 0.05% -286,251 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 44,700 $1.14M <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 44,477 $1.13M 0.05% +7,450 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 44,259 $1.13M 0.04% +8,880 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 42,290 $1.08M 0.01% -3,280 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 42,076 $1.07M 0.65% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 41,782 $1.06M 0.03% -3,921 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 41,015 $1.05M 0.01% +7,696 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 40,214 $1.02M 0.05% +6,751 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 40,151 $1.02M <0.01% -7,750 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 38,840 $990K 0.96% -7,605 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 38,247 $975K 0.22% +100 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,778 $963K <0.01% -2,987 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 37,543 $957K 0.21% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 37,420 $953K 0.01% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 36,980 $942K 0.12% +28,767 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 36,206 $923K 0.44% +821 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 36,038 $918K 0.02% +4,827 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 36,000 $917K 0.24% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 35,960 $916K -9,995 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 35,697 $910K <0.01% +2,478 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 35,550 $906K 0.04% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 35,186 $897K 0.19% +4,099 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 35,064 $893K 0.11% 0 13F-HR Timeline