HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 10,717,441 $446M 0.82% +4,618,694 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/ 10,699,471 $445M 0.03% -2,583,475 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,458,341 $435M 0.03% -1,141,698 13F-HR/A Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 9,585,037 $399M 21.45% 0 13F-HR Timeline Group Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 8,149,736 $339M 11.65% +155,567 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 6,600,978 $274M 0.91% +154,647 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,071,207 $252M 0.04% -1,031,907 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,682,884 $153M 0.04% +108,780 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,275,789 $136M <0.01% +50,469 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,101,478 $129M 0.09% -253,335 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,806,257 $117M 0.02% +1,291,980 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,554,674 $106M 0.17% -1,448,019 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,526,464 $105M 0.02% +69,048 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,203,591 $91.6M 0.02% +131,810 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,785,037 $73.8M 2.06% +119,861 13F-HR Timeline Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 1,564,215 $65M 14.29% 0 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,464,379 $60.9M 0.08% -64,087 13F-HR Timeline Aristotle Pacific Capital, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Pacific Capital, LLC 1,403,453 $58.4M 28.41% +246,387 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,150,656 $47.2M 0.62% -46,896 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,134,330 $47.2M +21,425 Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,085,981 $45.2M 0.08% +8,017 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,016,001 $42.2M 0.01% +13,594 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 936,750 $39M 0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 924,154 $38.4M <0.01% -1,034,865 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 866,124 $36M 0.04% +119,041 13F-HR Timeline CNO Financial Group, Inc. in group CNO Financial Group, Inc. More: the full row for CNO Financial Group, Inc. 862,000 $35.8M 23.8% 0 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 812,805 $33.8M 0.14% 0 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 770,616 $32M 1.63% +31,654 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 641,275 $26.7M 0.89% -72,000 13F-HR Timeline Group Ninety One UK Ltd More: the full row for Ninety One UK Ltd 623,265 $25.9M 0.06% +191,765 13F-HR/A Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 622,379 $25.9M 7.97% -159,643 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 618,615 $25.7M 0.19% +4,686 13F-HR Timeline Group Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 601,107 $25M 7.95% new 13F-HR Timeline Group LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 597,649 $24.9M 0.07% +1,598 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 569,011 $23.7M 0.02% -25,927 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 555,591 $23.1M 0.1% +63,000 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 532,252 $22.1M 0.02% -28,144 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 509,876 $21.2M 0.03% +100,378 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 493,150 $20.5M 0.04% 0 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 483,941 $20.1M 0.01% -708,985 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 478,364 $19.9M 2.11% +55,347 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 459,880 $19.1M 0.04% +335,829 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 423,726 $17.6M 1.69% +12,866 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 388,246 $16.1M 0.02% +16,150 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 374,591 $15.6M 0.31% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 362,529 $15.1M 2.93% +37,999 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 360,804 $15M 0.55% -42,694 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 357,232 $14.9M 3.41% +5,471 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 354,597 $14.7M 0.04% +51,741 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 335,075 $13.9M 0.3% +4,756 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 324,150 $13.5M 0.05% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 320,354 $13.3M 0.02% +76,571 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 312,103 $13M 0.03% +11,683 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 308,027 $12.8M -12,134 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 295,326 $12.3M 0.03% +115,785 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 296,752 $12.3M 2.02% +38,465 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 281,513 $11.7M 3.36% +23,105 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 279,787 $11.6M 1.85% +18,917 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 279,079 $11.6M 0.79% new 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 262,437 $10.9M 1.29% +15,726 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 257,145 $10.7M 1.31% +32,005 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 233,922 $9.73M 0.06% +9,890 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 227,631 $9.46M 0.04% +61,978 13F-HR Timeline Group Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 225,397 $9.37M 1.6% -2,123 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 223,982 $9.31M 2.48% +14,287 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 221,443 $9.16M 0.57% +14,879 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 219,125 $9.11M 5.85% +8,474 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 218,910 $9.1M 0.08% -4,978 13F-HR/A Timeline MRA Advisory Group More: the full row for MRA Advisory Group 216,209 $8.99M 3.92% +17,383 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 213,473 $8.88M 0.08% +532 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 211,684 $8.8M 0.59% +12,810 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 207,804 $8.64M 3.64% +112,128 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 207,141 $8.61M 4.11% +12,569 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 205,275 $8.54M 3.88% +44,557 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 204,945 $8.52M 2.55% +7,463 13F-HR Timeline 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 200,000 $8.32M 0.03% -200,000 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 195,532 $8.13M 0.03% +1,678 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 191,910 $7.98M 5.8% -27,102 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 182,349 $7.58M 0.02% -376 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 180,227 $7.49M 0.59% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 179,893 $7.48M 1.05% -2,184 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 177,905 $7.4M 0.5% +12,446 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 173,203 $7.2M 1.53% -60,758 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 168,361 $7M 4.64% +22,958 13F-HR/A Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 166,417 $6.92M 0.25% -46,561 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 165,837 $6.9M 2.89% +3,708 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 165,442 $6.84M 0.01% -2,456 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 163,024 $6.78M 0.52% +13,726 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 162,658 $6.76M 0.51% +31,700 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 162,486 $6.76M 2.86% +14,544 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 161,048 $6.7M 0.16% +15,560 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 160,272 $6.66M 2.63% +37,941 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 159,516 $6.63M 2.59% +4,036 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 159,403 $6.63M 0.16% +9,538 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 155,449 $6.46M 0.21% +7,365 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 151,619 $6.3M 0.37% +4,476 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 149,547 $6.22M 1.04% +13,230 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 147,907 $6.15M 1.53% +19,647 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 146,352 $6.09M 0.12% -6,520 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 142,087 $5.91M 0.09% +117,047 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 139,807 $5.81M 0.51% new 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 139,457 $5.8M 0.34% +14,202 13F-HR Timeline Little Harbor Advisors, LLC More: the full row for Little Harbor Advisors, LLC 138,861 $5.77M 2.88% -4,527 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 138,502 $5.76M 0.02% +29,457 13F-HR Timeline Group Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 136,910 $5.69M 2.99% +6,229 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 136,599 $5.68M 0.04% +5,880 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 136,168 $5.66M 0.05% -8,454 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 134,587 $5.6M 0.84% +1,029 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 129,326 $5.38M 0.58% +10,359 13F-HR/A Timeline Petix & Botte Co More: the full row for Petix & Botte Co 128,432 $5.34M 1.23% -5,724 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 127,200 $5.29M 1.2% +2,653 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 125,164 $5.2M 1.44% +1,307 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 123,082 $5.12M 1.12% +4,878 13F-HR/A Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 120,000 $4.99M <0.01% 0 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 118,000 $4.91M 0.34% +82,000 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 113,894 $4.74M 0.03% +7,784 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 111,711 $4.64M 0.05% +4 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 111,515 $4.64M 0.1% +8,052 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 110,303 $4.59M 0.01% +1,796 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 109,234 $4.54M 0.18% -24,230 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 105,717 $4.4M 0.18% -5,264,707 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 103,169 $4.29M 1.15% +41,426 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 98,024 $4.08M 0.42% +7,518 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 97,821 $4.07M <0.01% +2,675 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 96,564 $4.02M 0.6% -833 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 95,546 $3.97M <0.01% +3,308 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 91,466 $3.8M 0.11% +62,474 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 91,329 $3.8M 0.02% +3,771 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 90,696 $3.77M 0.06% -2,391 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 87,469 $3.64M 2.55% +4,179 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 87,424 $3.64M 0.01% +55,372 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 87,108 $3.62M 1.24% +6,950 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 86,913 $3.61M 2.39% +33,584 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 85,244 $3.54M <0.01% -513,283 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 84,968 $3.53M 0.21% -3,957 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 84,069 $3.5M 2% -224 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 82,767 $3.44M 0.03% +2,606 13F-HR Timeline Group Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 82,250 $3.42M 1.53% +123 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 80,760 $3.36M 1.19% +4,910 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 80,561 $3.35M 0.68% +1,971 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 80,365 $3.34M -47,207 Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 77,646 $3.23M 0.32% -807 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 77,026 $3.2M 0.08% +6,593 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 75,965 $3.16M 0.22% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 74,935 $3.12M <0.01% new 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 74,245 $3.09M 0.91% +64,740 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 73,979 $3.08M 0.27% +28,970 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 73,204 $3.04M 0.03% -3,829 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 72,833 $3.03M 1.35% +8,596 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 72,190 $3M 0.34% +475 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 71,932 $2.99M 0.27% +3,410 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 70,997 $2.95M 2.02% +2,905 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 70,962 $2.95M 1.79% +1,663 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 69,703 $2.9M 0.01% +4 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 68,318 $2.84M 0.01% +4,493 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 67,748 $2.82M 0.01% +2,413 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 67,629 $2.81M 0.03% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 66,789 $2.78M 0.04% +3,555 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 65,437 $2.72M 0.11% -2,918 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 65,256 $2.71M <0.01% -23,911 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 63,696 $2.65M 0.7% +5,600 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 63,541 $2.64M 0.16% +1,136 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 62,462 $2.6M 0.57% +3,183 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 61,928 $2.57M 1.87% +245 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 61,203 $2.54M <0.01% +4,501 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 60,499 $2.52M 0.02% +59,880 13F-HR Timeline Bain Capital Credit, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Credit, LP 60,136 $2.5M 0.79% -71,659 13F-HR Timeline Group Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 60,045 $2.5M 1.28% -3,867 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 59,715 $2.48M 0.03% +4,919 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 58,024 $2.41M 0.05% -6,335 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 57,901 $2.41M 0.02% -45,045 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 56,492 $2.33M 0.36% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 56,366 $2.33M 0.19% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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