AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 17,629,515 $440M 0.1% +175,451 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,921,041 $173M 0.05% +876,336 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,890,436 $172M 4.76% +22,248 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,365,286 $134M 0.29% +1,703,692 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,154,736 $104M 1.47% -2,914,500 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,889,896 $97.2M 0.02% -620,030 13F-HR/A Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,583,717 $89.5M 0.07% +36,728 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,031,599 $75.7M 0.47% +136,584 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/ 2,943,094 $73.5M 0.01% -105,101 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,475,556 $61.8M 0.13% +168,058 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,362,226 $59M -716,883 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,230,727 $55.7M <0.01% -213,463 13F-HR Timeline Group SHENKMAN CAPITAL MANAGEMENT INC More: the full row for SHENKMAN CAPITAL MANAGEMENT INC 2,002,325 $49.8M 6% +559,185 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,967,984 $49.2M 1% -577,238 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 1,815,513 $45.4M 0.01% new 13F-HR Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,681,308 $42M 4.3% -74,471 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,659,855 $41.5M 2.19% +26,934 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 1,487,531 $37.2M 0.65% -2,034,773 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 $34.8M 0.07% 0 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,379,498 $34.5M +108,535 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,362,366 $34M 0.19% +177,504 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,088,356 $27.2M 1.48% +71,186 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,000,000 $25M 0.04% 0 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 944,905 $23.6M <0.01% -26,831 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 920,769 $23M 0.01% 0 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 868,026 $21.7M 0.04% 0 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 857,935 $21.4M 3.78% +16,182 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 817,795 $20.4M 0.02% +47,155 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 748,723 $18.7M 0.02% +33,116 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 744,257 $18.6M 2.09% -95,679 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 713,936 $17.8M 0.02% -74,273 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 684,920 $17.1M 3.06% +57,935 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 657,741 $16.4M <0.01% -2,695 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 654,600 $16.4M 0.94% -1,259,300 13F-HR/A Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 630,741 $15.6M 3.04% +43,313 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 610,422 $15.2M 0.02% +27,049 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 599,298 $15M 0.05% new 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 593,800 $14.8M 6.44% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 592,461 $14.8M <0.01% -335,589 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 594,183 $14.8M 5.45% -27,347 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 568,086 $14.2M 0.11% +55,171 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 538,256 $13.4M 0.02% +4,652 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 529,043 $13.2M 0.36% +44,218 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 475,336 $12M 0.08% +12,338 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 472,087 $11.7M <0.01% +57,937 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 451,965 $11.3M 0.06% +19,923 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 416,863 $10.4M 0.02% +59,457 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. 415,000 $10.4M 0.01% -240,000 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 400,666 $10M 0.08% +33,843 13F-HR 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 400,000 $9.99M 0.04% -1,600,000 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 396,804 $9.91M 0.03% -57,140 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 396,609 $9.91M 0.65% -11,536 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 381,856 $9.54M 0.15% +30,005 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 380,532 $9.51M 0.07% +122,885 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 374,375 $9.35M 0.84% +20,836 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 369,958 $9.24M 0.01% -234,333 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 359,919 $8.97M 0.02% -88,285 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 353,834 $8.84M 3.17% -2,135 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 352,024 $8.79M 1.48% +113,850 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 347,098 $8.67M 0.78% +5,748 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 345,836 $8.64M 5.4% +15,751 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 340,418 $8.5M 0.6% -39,375 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 339,949 $8.49M 5.51% +95,102 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 336,858 $8.41M 1.59% -92,540 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 328,129 $8.24M 3.69% +2,547 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 326,417 $8.15M 2.22% +29,433 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 326,066 $8.14M 0.04% +6,384 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. 325,377 $8.13M 1.1% -2,650 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 314,305 $7.85M 1.14% -173,006 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 311,377 $7.78M 1.1% +202,649 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 280,958 $7.02M 2.4% +20,823 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 280,789 $7.01M 0.15% +65,979 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 277,606 $6.93M 4.53% +60,112 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 276,006 $6.89M 0.09% +5,874 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 269,415 $6.73M 0.14% +37,801 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 264,531 $6.61M 0.79% -12,016 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 262,901 $6.57M <0.01% +13,977 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 260,000 $6.49M <0.01% +160,000 13F-HR Timeline Group SAM Advisors, LLC More: the full row for SAM Advisors, LLC 254,646 $6.36M 1.99% +9,467 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 249,167 $6.22M 1.83% +13,219 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 246,487 $6.16M 0.45% -173,234 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 245,481 $6.13M 0.02% -316,493 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 241,270 $6.03M 0.02% +28,842 13F-HR/A Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 232,572 $5.81M 5.46% +11,172 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 232,012 $5.77M 0.28% -1,613 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 225,538 $5.63M +20,017 Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 217,100 $5.38M 0.07% -175,000 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 207,337 $5.18M 0.03% -3,967 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 204,815 $5.12M 0.01% -50,279 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 199,231 $4.98M 0.08% +11,135 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 197,922 $4.94M 2.78% +4,769 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 197,734 $4.94M <0.01% +1,238 13F-HR Timeline Group Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 193,518 $4.83M 4.34% +25,022 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 192,650 $4.81M <0.01% -60,108 13F-HR Timeline Group MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 185,308 $4.62M 3.14% new 13F-HR Timeline Little Harbor Advisors, LLC More: the full row for Little Harbor Advisors, LLC 179,495 $4.48M 2.66% -25,265 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 176,397 $4.41M 0.27% -1,990 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 175,611 $4.39M 0.28% -96,594 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 173,395 $4.33M 0.02% -6,046 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 171,647 $4.29M 0.16% -569 13F-HR Timeline Aristotle Pacific Capital, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Pacific Capital, LLC 171,016 $4.27M 3.47% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 167,098 $4.17M 0.01% -52,937 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 161,180 $4.08M 2.53% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 154,831 $3.87M 0.09% +7,832 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 153,241 $3.78M 1.92% +29,457 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 151,194 $3.78M 0.01% -36,514 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 149,387 $3.73M 0.17% +4,666 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 146,965 $3.67M 0.18% -10,469 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 143,908 $3.59M 3.47% +954 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 138,084 $3.45M 0.12% -1,038 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 137,613 $3.44M 2.58% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 136,869 $3.42M 0.01% +48,066 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 133,510 $3.33M 0.16% -166 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 127,816 $3.19M 0.08% +5,307 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 126,406 $3.16M 0.61% +23,078 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 125,431 $3.13M 1.39% +6,043 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 119,857 $2.99M 0.63% -24,565 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 119,760 $2.99M 2.2% +8,899 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 119,330 $2.98M 2.03% +2,028 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 119,117 $2.98M 2.25% +505 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 118,150 $2.95M 0.62% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 115,790 $2.89M 1.86% -41,199 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 115,306 $2.86M 0.01% -254,593 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 109,588 $2.74M <0.01% new 13F-HR Timeline Group Williams Financial, LLC More: the full row for Williams Financial, LLC 109,334 $2.73M 1.59% -446 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 104,635 $2.61M 0.14% -36,459 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 103,714 $2.59M 0.2% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 99,748 $2.49M 1.1% +11,279 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 96,962 $2.42M 0.01% +7,270 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 95,072 $2.37M +62,136 Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 93,251 $2.33M 0.09% +73,424 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 93,074 $2.32M <0.01% -58,056 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 92,087 $2.3M 0.31% +11,765 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 86,803 $2.15M <0.01% +6,246 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 85,496 $2.14M 0.63% +27,810 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 83,758 $2.09M <0.01% +26,626 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 79,310 $1.99M -43,039 Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 79,365 $1.98M 0.01% 0 13F-HR/A Timeline KG Capital Management More: the full row for KG Capital Management 79,379 $1.98M 1.42% -11,135 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 78,476 $1.96M 0.07% +6,775 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 77,545 $1.94M 0.22% -902 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 75,987 $1.9M 0.09% +41,348 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 75,077 $1.88M 0.48% -2,382 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 73,920 $1.84M 1.36% +8,797 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 69,824 $1.74M 0.44% -3,435 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 68,315 $1.71M 0.35% +989 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 64,844 $1.62M 0.45% -1,761 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 64,645 $1.61M 0.18% +4,724 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 63,475 $1.59M 0.02% 0 13F-HR/A Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 61,908 $1.55M 0.43% -708 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 59,198 $1.48M 0.02% -3,418 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 57,948 $1.45M 0.02% +3,034 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 56,578 $1.41M 0.16% +59 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 55,370 $1.38M 0.56% +1,313 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 54,584 $1.36M 0.02% -313,238 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 53,683 $1.34M 0.11% +352 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 53,545 $1.34M 0.01% +30,736 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 51,791 $1.29M 0.6% +2,368 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 50,440 $1.26M 0.03% +1,001 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 49,864 $1.25M 0.24% +2,721 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 49,036 $1.23M 0.05% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 48,546 $1.21M <0.01% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 47,712 $1.19M 0.5% +1,678 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 46,757 $1.17M <0.01% -120,199 13F-HR Timeline Group ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 45,777 $1.14M 0.26% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 44,500 $1.11M 0.04% -500 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 43,619 $1.08M 0.06% +10,762 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 43,273 $1.08M 0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 42,264 $1.06M 0.01% +9,518 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 41,775 $1.04M <0.01% -7,598 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 40,287 $1.01M 0.02% +5,202 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 40,027 $1000K <0.01% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 39,607 $989K 0.68% +1,621 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 39,171 $978K 0.52% -2,205 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 39,000 $974K 0.71% -134,615 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 38,169 $953K 0.41% +1,510 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 37,420 $935K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 37,286 $931K 0.01% -22,743 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 37,285 $931K 0.05% +3,675 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 36,560 $913K 0.24% +3,666 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 36,000 $899K 0.21% 0 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 35,242 $880K 0.75% +21,910 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 34,900 $871K 0.01% -293 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 33,791 $844K -753 Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 33,271 $831K 0.09% +395 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 32,586 $814K <0.01% +32,099 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 31,411 $785K 0.03% +1,147 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 31,173 $779K 0.03% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 31,173 $779K 0.1% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 31,049 $776K <0.01% +8,595 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 31,008 $775K 0.02% -1,102 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 30,420 $760K 0.04% -8,839 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 30,038 $750K 0.53% +953 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 29,984 $749K 0.06% +7,927 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 29,637 $748K 0.05% +3,480 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 29,891 $747K 0.02% +922 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 29,546 $738K 0.11% +1,111 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 29,281 $731K 0.7% 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 28,699 $717K 0.32% +1,550 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 28,414 $710K <0.01% -549 13F-HR Timeline