FIDUCIARY MANAGEMENT INC /WI/ More: the full row for FIDUCIARY MANAGEMENT INC /WI/ 3,998,641 $98.3M 0.92% -233,062 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 3,425,765 $84.2M 0.07% new 13F-HR Timeline Group Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2,631,524 $64.7M 1.92% -268,928 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 2,104,505 $51.7M 0.18% -1,844,022 13F-HR/A Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 2,032,016 $49.9M 0.66% +792,829 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,940,582 $47.7M 1.69% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,453,591 $35.7M <0.01% +156,334 13F-HR/A Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 1,363,039 $33.5M 0.37% +138,994 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,187,592 $29.2M 0.01% -1,246,596 13F-HR Timeline Group CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 800,000 $19.7M 3.8% +115,000 13F-HR Timeline DEPRINCE RACE & ZOLLO INC More: the full row for DEPRINCE RACE & ZOLLO INC 545,579 $13.4M 0.27% -1,104 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 535,350 $13.2M <0.01% +57,014 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 508,392 $12.5M <0.01% +320,054 13F-HR Timeline Group ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 494,000 $12.1M 0.28% +270,000 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 480,888 $11.8M 0.27% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 470,908 $11.6M <0.01% -15,020 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 464,048 $11.4M <0.01% +36,942 13F-HR Timeline Group TPG GP A, LLC in group TPG GP A, LLC More: the full row for TPG GP A, LLC 456,206 $11.2M 0.18% -1,028,575 13F-HR Timeline Group HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 436,989 $10.7M 0.58% -83 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 411,892 $10.1M <0.01% +19,499 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 357,843 $8.8M <0.01% -35,531 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 320,091 $7.87M <0.01% -31,891 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 291,644 $7.17M <0.01% +9,982 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 249,488 $6.13M 0.02% new 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 243,581 $5.99M 0.01% -1,104 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 235,440 $5.79M 0.01% -155,208 13F-HR Timeline Group Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 233,155 $5.73M 1.66% +2,160 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 207,419 $5.1M 0.16% +141,337 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 203,087 $4.99M <0.01% 13F-HR/A Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 197,206 $4.85M 0.7% 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 186,414 $4.58M 1.46% -11,151 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 177,483 $4.36M <0.01% -15,147 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. 166,587 $4.09M <0.01% +128,780 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 166,403 $4.09M 0.02% +73,794 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 157,478 $3.87M 0.02% +108,575 13F-HR Timeline Group Henry James International Management In… More: the full row for Henry James International Management Inc. 156,500 $3.85M 1.39% -33,186 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 154,254 $3.79M 0.07% -151,355 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 141,208 $3.47M 0.01% 0 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 136,438 $3.35M <0.01% +9,118 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 134,105 $3.3M <0.01% +89,901 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 131,272 $3.23M 0.05% -106,149 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 125,789 $3.09M 0.01% +47,116 13F-HR Timeline Group Sivik Global Healthcare LLC More: the full row for Sivik Global Healthcare LLC 125,000 $3.07M 1.7% -15,000 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/ 124,890 $3.07M <0.01% -266,704 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 118,819 $2.92M <0.01% -396 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 115,815 $2.85M 0.09% -74,858 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 115,182 $2.83M <0.01% new 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 114,226 $2.81M 0.05% +1,367 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 97,818 $2.4M 0.02% +44,592 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 96,693 $2.38M 0.21% -134,507 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 92,029 $2.26M <0.01% +19,818 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 90,693 $2.23M <0.01% -53,153 13F-HR Timeline Group Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 89,682 $2.2M <0.01% +10,398 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 87,089 $2.14M -173,760 Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 83,439 $2.05M 0.02% -5,574 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 83,312 $2.05M 0.01% -889 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 81,400 $2M <0.01% +19,081 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 77,271 $1.9M 0.1% new 13F-HR/A Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 75,979 $1.87M 0.9% +4,336 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 75,320 $1.85M <0.01% -96,285 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 75,215 $1.85M <0.01% +52,411 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 69,657 $1.71M 0.03% -1,780 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 66,400 $1.63M 0.07% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 65,023 $1.6M 0.04% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 64,146 $1.58M <0.01% +22,218 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 58,526 $1.44M <0.01% -10,735 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 50,354 $1.24M <0.01% -14,481 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 48,292 $1.19M <0.01% +7,893 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 43,255 $1.06M 0.02% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 41,590 $1.02M 0.03% new 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 38,913 $956K 0.01% +21,695 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 38,710 $951K 0.26% -31,139 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 36,804 $905K 0.01% +8,172 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 35,315 $868K 0.07% +79 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,883 $857K <0.01% new 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 34,640 $851K <0.01% +2,197 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 34,032 $836K 0.02% -16,501 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 33,305 $819K <0.01% +6,106 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 27,508 $676K <0.01% +5,082 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 26,445 $650K 0.01% -2,557 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,904 $639K <0.01% +1,810 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,155 $594K <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,593 $580K 0.02% -185 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 22,275 $548K 0.03% -760 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 22,000 $541K 0.14% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 21,564 $530K 0.01% +13,232 13F-HR Timeline Group JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 21,300 $524K <0.01% -800 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 21,009 $516K 0.11% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 20,610 $507K 0.06% -1,083 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 20,515 $504K 0.01% -1,150 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 20,250 $498K 0.04% +9,534 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,836 $488K <0.01% +210 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 19,242 $473K 0.09% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 19,055 $468K 0.19% -1,002 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 17,709 $435K <0.01% new 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 17,704 $435K 0.01% +596 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 17,628 $433K 0.03% new 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 17,557 $432K <0.01% +2,798 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 17,552 $431K 0.12% +276 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 17,551 $431K <0.01% new 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. 16,806 $413K <0.01% -1,653 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 16,750 $412K 0.44% 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,464 $405K <0.01% -4,445 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,772 $388K 0.01% +653 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 15,555 $382K <0.01% -715 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,375 $378K <0.01% +4,012 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 14,744 $362K <0.01% -12,723 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 14,609 $357K <0.01% -102 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,020 $345K <0.01% -18,957 13F-HR Timeline Group Keene & Associates, Inc. More: the full row for Keene & Associates, Inc. 13,686 $336K 0.27% +2,111 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,604 $334K <0.01% +2,437 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,094 $304K <0.01% -8,907 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 12,339 $303K 0.04% -493 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,161 $299K <0.01% -5,067 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,887 $292K <0.01% +4,025 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 11,849 $289K 0.06% -764 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,696 $287K <0.01% +1,797 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 11,614 $285K 0.09% +1,307 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 11,592 $285K 0.06% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 11,260 $277K <0.01% +50 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,767 $265K <0.01% new 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 10,754 $264K 0.01% -245 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 10,347 $254K 0.12% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 10,093 $248K <0.01% new 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 9,319 $229K 0.01% +138 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,282 $228K <0.01% -16,760 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 9,240 $227K <0.01% +4,865 13F-HR Timeline Group Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 9,175 $226K 0.16% +1,100 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,120 $224K <0.01% +399 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 9,076 $223K 0.11% -90 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,062 $223K 0.03% -605 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,865 $218K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,652 $213K <0.01% +2,194 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,431 $183K 0.01% +2,024 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,067 $174K <0.01% +3,359 13F-HR/A Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,998 $123K 0.12% 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,096 $101K <0.01% +115 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,626 $89.1K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,608 $88.7K <0.01% +237 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,975 $73.1K 0.01% +718 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,457 $60.4K 0.04% +1,957 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,414 $59.3K <0.01% -2,244 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,122 $53.5K <0.01% -355 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,985 $48.8K <0.01% +237 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,929 $47.4K 0.01% -187 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,667 $41K <0.01% +446 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 1,660 $40.8K 0.04% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,480 $36.4K <0.01% +691 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,459 $36K <0.01% +67 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,314 $32.3K <0.01% -1,348 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,190 $29.2K 0.02% -708 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,038 $25.5K <0.01% +320 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 862 $21.2K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 804 $19.8K <0.01% +120 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 800 $19.7K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 795 $19.5K <0.01% +246 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 787 $19.3K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 750 $18.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 750 $18.4K <0.01% +7 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 697 $17.1K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 641 $15.8K <0.01% +405 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 621 $15.3K <0.01% +135 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 578 $14.2K 0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 496 $12.2K <0.01% +235 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 487 $12K <0.01% +10 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 466 $11.5K 0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 403 $9.91K 0.01% +40 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 386 $9.49K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 386 $9.49K <0.01% +158 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 326 $8.02K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 318 $7.82K <0.01% -207 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 252 $6.19K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 229 $5.63K <0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 200 $4.92K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 187 $4.6K <0.01% +130 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 168 $4.13K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 164 $4.03K <0.01% +16 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 157 $3.86K <0.01% +47 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 148 $3.64K 0.01% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 139 $3.42K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 138 $3.39K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 132 $3.24K <0.01% +2 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 129 $3.17K <0.01% +26 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 115 $2.9K <0.01% -719 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 115 $2.83K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 100 $2.44K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 96 $2.36K <0.01% -40 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 90 $2.21K <0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 89 $2.19K <0.01% -64 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 88 $2.16K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 84 $2.06K <0.01% +1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 66 $2K <0.01% +5 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 73 $1.8K <0.01% -47 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 63 $1.55K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 52 $1.28K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 48 $1.18K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 47 $1.16K <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 41 $1K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 49 $1K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 38 $937 <0.01% +37 13F-HR Timeline