STRS OHIO More: the full row for STRS OHIO 6,029,281 $104M 0.39% +1,681,571 13F-HR Timeline Sixth Street Partners Management Compan… in group Sixth Street Partners Managem… More: the full row for Sixth Street Partners Management Company, L.P. 2,714,226 $46.6M 8.05% 0 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,706,290 $46.5M 2.09% +135,238 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 2,476,398 $42.5M 2.19% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,374,275 $40.8M +515,008 Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,366,266 $40.6M 0.02% +519,456 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 2,012,327 $34.6M 0.21% +50,514 13F-HR Timeline ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 1,404,779 $24.1M 1.05% +50,000 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,368,939 $23.5M 0.28% -27,022 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,316,091 $22.6M <0.01% -22,532 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,207,716 $20.7M 0.03% +71,720 13F-HR Timeline Group Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 1,176,080 $20.2M 1.33% +46,560 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,075,226 $18.5M 6.31% +28,230 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,069,572 $18.4M <0.01% -258,043 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 969,599 $16.6M 0.79% +678,646 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 864,107 $14.8M 0.16% +78,622 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 845,203 $14.5M 0.7% +117,104 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. 792,452 $13.6M 0.01% +22,279 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 789,100 $13.5M 0.02% -12 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 787,794 $13.5M <0.01% +55,146 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 764,474 $13.1M <0.01% +28,748 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 736,813 $12.7M <0.01% -181,763 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 719,709 $12.4M <0.01% +109,702 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 692,199 $11.9M 0.11% +25,822 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 672,162 $11.5M 0.03% +229,262 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 651,650 $11.2M <0.01% -21,088 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 624,772 $10.7M <0.01% -14,987 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,482 $9.51M 0.1% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 507,514 $8.67M <0.01% -133,931 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 501,191 $8.61M 0.03% +33,721 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 500,602 $8.6M 1.18% +16,665 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 496,166 $8.52M 0.01% -25,654 13F-HR Timeline Group Melia Wealth LLC More: the full row for Melia Wealth LLC 486,337 $8.35M 4.81% -124,708 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 435,903 $7.48M <0.01% -25,910 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 351,000 $6.03M 0.09% +135,000 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 343,844 $5.9M 0.1% -14,550 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 305,604 $5.25M 0.09% +71,693 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 301,460 $5.18M 0.06% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 283,579 $4.87M 3.35% +30,771 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 269,078 $4.62M 0.01% +62,527 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 224,404 $3.85M <0.01% -387,401 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 211,954 $3.64M 0.06% +4,164 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 210,833 $3.62M 0.06% -9,359 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 210,672 $3.62M 0.02% +10,078 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 207,043 $3.55M <0.01% -543,711 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 203,539 $3.49M 0.11% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 185,157 $3.18M 0.47% +2,568 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 184,819 $3.17M 0.23% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 175,700 $3.02M 0.16% +8,946 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 175,800 $3.01M <0.01% +27,488 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 151,189 $2.6M 0.24% -8,917 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 150,572 $2.59M <0.01% +9 13F-HR Timeline Group Clayton Partners LLC More: the full row for Clayton Partners LLC 150,280 $2.58M 1.7% -9,276 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 149,679 $2.57M <0.01% -3,177 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 144,406 $2.48M 0.14% +3,529 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 144,339 $2.48M 0.22% -17,677 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 143,587 $2.47M 0.07% -117 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 142,870 $2.45M 0.05% +24,798 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 139,187 $2.39M 0.24% -5,695 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 138,765 $2.38M <0.01% +3,852 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 138,093 $2.37M 0.02% -35,463 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 135,564 $2.33M 0.07% +5,743 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 135,070 $2.32M <0.01% +20,449 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 128,218 $2.21M 0.3% +16,339 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 125,488 $2.15M 1.07% -4,036 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 120,324 $2.07M 0.43% +29,955 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 119,268 $2.05M <0.01% -9,464 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 116,141 $1.99M 0.99% 0 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 112,859 $1.94M <0.01% -300,110 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 106,445 $1.83M <0.01% -15,921 13F-HR Timeline Group Ilex Capital Partners (UK) LLP More: the full row for Ilex Capital Partners (UK) LLP 105,198 $1.81M 0.04% new 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 101,444 $1.74M 1.02% +4,028 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 101,008 $1.73M <0.01% -538,382 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100,911 $1.73M <0.01% +4,370 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 98,204 $1.69M 0.01% +30,723 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 90,379 $1.55M 0.3% +15,581 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 87,574 $1.5M 0.01% +35,420 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 84,916 $1.45M +8,064 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 83,811 $1.44M <0.01% -37,110 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 70,164 $1.2M <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 69,176 $1.19M 0.02% +3,635 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,660 $1.18M <0.01% -529,688 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. 68,649 $1.18M <0.01% -117,105 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,757 $940K <0.01% +10,155 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 54,584 $937K 0.02% +5,239 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 53,219 $914K <0.01% 0 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 51,761 $889K 0.27% -3,990 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 51,308 $881K 0.06% +25,547 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 46,502 $798K <0.01% -1,928 13F-HR Timeline Group Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 43,015 $739K 0.43% +5,541 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 40,558 $696K 0.47% +13,314 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 40,145 $690K 0.61% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 39,865 $684K 0.13% -4,900 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 39,797 $683K <0.01% -5,377 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. 39,294 $675K <0.01% -13,526 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 36,587 $628K <0.01% -472 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 36,232 $622K 0.03% -1,760 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 36,216 $622K 0.02% +22,356 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 35,975 $618K 0.1% -469 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 35,923 $617K 0.19% +3,187 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 34,996 $601K 0.03% +1,829 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 34,836 $598K 0.01% -12,922 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 34,255 $588K <0.01% +5,026 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 34,255 $588K <0.01% +3,039 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 33,629 $577K <0.01% +7,211 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 33,482 $575K <0.01% -47,497 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 33,218 $570K <0.01% +1,730 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 32,990 $566K 0.01% -1,310 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 32,044 $550K <0.01% +199 13F-HR Timeline Group Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 31,937 $548K 0.54% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 30,881 $530K 0.02% -12,071 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 29,700 $510K 0.05% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 28,579 $491K 0.03% -21,929 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 27,097 $465K 0.03% -677 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,373 $453K <0.01% new 13F-HR/A Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 25,577 $439K 0.44% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 25,000 $429K <0.01% -353 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 25,000 $429K 0.2% 0 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 24,038 $413K 0.05% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,639 $406K <0.01% +1,846 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,355 $401K <0.01% +4,616 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 22,598 $388K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,549 $387K <0.01% new 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 22,230 $382K 0.09% -4,399 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 21,564 $370K <0.01% +19,128 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 21,328 $366K 0.02% +1,909 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 21,235 $365K 0.02% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 20,800 $357K 0.01% +4,000 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 20,663 $355K 0.07% +2,549 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 20,080 $345K 0.03% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 19,616 $337K <0.01% -42,903 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 19,116 $328K 0.02% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 18,597 $319K 0.05% +442 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,547 $318K <0.01% -43,552 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 18,509 $318K 0.05% +801 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,463 $317K <0.01% +463 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 18,400 $316K 0.04% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 18,241 $313K <0.01% -469 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,746 $311K 0.01% -3,106 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 17,683 $304K <0.01% -1,435 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,443 $299K 0.01% -25,875 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,019 $292K <0.01% -165 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,735 $287K <0.01% -16,113 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,702 $287K <0.01% +13,033 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 16,459 $283K 0.02% -12,575 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,405 $282K <0.01% -10,576 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 16,384 $281K 0.01% -44,200 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,088 $276K <0.01% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 15,958 $274K <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 15,916 $273K <0.01% -23,776 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 15,889 $273K 0.02% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 15,426 $267K 0.03% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 15,507 $266K 0.05% +9 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 15,297 $264K <0.01% +690 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 15,000 $258K 0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,836 $255K <0.01% -972 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 14,789 $254K 0.03% +500 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 14,416 $248K 0.18% -1,700 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 14,080 $242K 0.27% -12,522 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 13,945 $239K 0.04% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,763 $236K <0.01% +52 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 13,489 $232K 0.18% +10,749 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,421 $230K <0.01% -21,095 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,165 $226K <0.01% +3,073 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 13,158 $226K <0.01% +534 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,142 $226K <0.01% -2,189 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,030 $224K 0.05% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 13,000 $223K 0.04% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,616 $217K <0.01% new 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 12,387 $213K 0.12% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 11,876 $204K <0.01% -25,500 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,673 $200K <0.01% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 11,668 $200K 0.09% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,535 $198K 0.01% -1,667 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 11,467 $197K <0.01% 0 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,309 $194K 0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,238 $193K <0.01% -1,137 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 11,115 $191K <0.01% -2,024 13F-HR Timeline Group Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 10,367 $178K 0.15% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,262 $176K <0.01% new 13F-HR Timeline Group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 10,000 $172K 0.08% 0 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,000 $172K <0.01% +5,000 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,146 $157K 0.05% +21 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,068 $139K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,953 $119K <0.01% -7,133 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 6,853 $118K <0.01% +263 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,366 $109K <0.01% +6,331 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,017 $103K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,568 $95.6K <0.01% +60 13F-HR Timeline Group VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 5,350 $91.9K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4,814 $82.7K 0.04% 0 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 4,529 $77K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,000 $68.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,229 $55.4K <0.01% +73 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 3,160 $54.3K 0.03% -1,229 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 2,952 $50.7K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,140 $36.1K <0.01% +156 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,040 $35K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,019 $34.7K <0.01% +2,000 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,842 $31.6K <0.01% -327 13F-HR Timeline Group