MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,276,765 $552M 0.03% -1,283,773 13F-HR/A Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 3,112,025 $237M 0.76% +235,758 13F-HR Timeline Meiji Yasuda Life Insurance Co in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Life Insurance Co 2,833,000 $215M 6.23% 0 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/ 2,645,928 $201M 0.01% -83,015 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 2,416,012 $183M 2.36% new 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,868,793 $142M 2.57% -63,702 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,719,661 $130M 0.03% +57,497 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,600,000 $121M 0.73% 0 13F-HR Timeline NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 1,295,115 $98.2M +54,077 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 912,197 $69.2M +231,063 Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 845,731 $64.1M 2.08% +525,553 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 742,405 $56.3M 3.52% +85,826 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 715,502 $54.3M 0.01% +93,379 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 712,400 $54M 3.61% -388,500 13F-HR Timeline Group GLOBE LIFE INC. More: the full row for GLOBE LIFE INC. 704,500 $53.4M 13.43% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 639,631 $48.5M 0.01% +58,725 13F-HR Timeline Group NYL Investors LLC More: the full row for NYL Investors LLC 638,807 $48.5M 16.46% +8,879 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 632,193 $48M <0.01% +408,177 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 572,513 $43.4M 0.24% +43,856 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 570,850 $43.3M <0.01% -51,353 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 560,087 $42.5M 0.01% +9,754 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 542,453 $41.1M 0.34% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 537,679 $40.8M 1.11% +17,158 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 532,106 $40.4M 0.07% +77,300 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 529,970 $40.2M 0.01% -30,551 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 466,404 $35.4M 0.39% +7,630 13F-HR Timeline Group Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 461,600 $35M 15.67% -22,500 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 461,597 $35M 0.01% -138,518 13F-HR Timeline Group Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 461,000 $35M 11.8% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 451,623 $34.3M 0.01% +60,510 13F-HR Timeline Group Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 422,785 $32.1M 6.94% +54,315 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 398,650 $30.2M 3.47% +7,724 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 391,270 $29.7M 1.45% -22,927 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 360,123 $27.3M 0.03% +10,539 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 353,323 $26.8M 3.32% +10,865 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 344,801 $26.2M 0.06% +23,731 13F-HR Timeline DOW CHEMICAL CO /DE/ More: the full row for DOW CHEMICAL CO /DE/ 338,746 $25.7M 12.53% +22,954 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 334,453 $25.4M 0.03% +215,379 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 323,392 $24.5M 1.39% -907 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 317,160 $24.1M 0.07% -22,680 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 286,062 $21.7M 0.03% new 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 282,137 $21.4M 8.32% +19,873 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 277,369 $21M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 245,117 $18.6M 0.05% +4,223 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 236,450 $17.9M 0.53% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 235,577 $17.9M 0.03% -10,442 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 220,670 $16.7M 0.01% +211,023 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 220,350 $16.7M 0.05% +8,567 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 212,919 $16.1M 3.8% +3,287 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 208,197 $15.8M 1.75% -38,338 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 208,100 $15.8M 0.02% +14,243 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 193,734 $14.7M 0.01% new 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 190,699 $14.5M 0.92% -2,144 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 190,000 $14.4M 0.27% +100,060 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 186,485 $14.1M 0.02% -575 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 181,763 $13.8M 0.11% -130,125 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 178,533 $13.5M 0.15% -4,684 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 176,902 $13.4M 0.01% +103,620 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 172,001 $13M 0.01% -5,280 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 169,932 $12.9M <0.01% +5,123 13F-HR/A Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 167,622 $12.7M 0.3% -7,964 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 166,602 $12.6M 0.04% +2,660 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 163,615 $12.6M 1.44% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 157,938 $12M 3.01% +10,613 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 154,216 $11.7M 0.09% +4,661 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 146,233 $11.1M 0.01% -483,215 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 141,405 $10.7M 0.9% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 140,821 $10.7M 3.7% -6,470 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 138,815 $10.5M 0.02% +13,600 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 135,381 $10.4M 2.78% +9,508 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 133,951 $10.2M 5.56% 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 129,864 $9.85M 5.66% +8,920 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 125,903 $9.55M 2.36% 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 123,882 $9.4M 6.14% -8,555 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 119,597 $9.07M 0.03% -44,903 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 118,434 $8.98M 5.82% 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 109,129 $8.28M 5.41% -4,213 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 106,169 $8.05M 3.81% +1,932 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 104,594 $7.93M 4.03% +6,999 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 101,046 $7.66M 2.99% +5,784 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 99,042 $7.51M 0.01% +36,354 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 98,563 $7.48M 2.17% +7,493 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 98,295 $7.46M 1.25% +2,613 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 96,604 $7.33M 0.02% +4,731 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 96,236 $7.3M 4.96% +1,199 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 95,391 $7.24M 0.05% +4,231 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 93,836 $7.12M <0.01% +15,788 13F-HR Timeline Group Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 92,056 $6.98M 4.59% +8,519 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 87,299 $6.79M -3 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 88,153 $6.69M 0.08% new 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 83,489 $6.33M 0.1% +9,516 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 81,335 $6.17M 4.96% 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 79,278 $6.08M 1.35% +2,798 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 79,788 $6.05M 0.11% +3,584 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 74,570 $5.66M 0.71% +18,618 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 68,466 $5.22M 0.01% new 13F-HR Timeline Group Refined Wealth Management More: the full row for Refined Wealth Management 66,754 $5.06M 3.41% -945 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 64,730 $4.91M 0.22% 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 63,214 $4.79M 1.35% +4,360 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 63,111 $4.79M <0.01% -1,301 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 63,011 $4.78M <0.01% +15,176 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 60,995 $4.63M 0.41% -5,373 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 59,360 $4.5M 0.01% +43,857 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 58,146 $4.41M 0.05% +2,074 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 57,164 $4.34M 0.57% +12,606 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 56,724 $4.3M 0.6% -12,856 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 56,005 $4.25M 1.93% +3,081 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 55,376 $4.2M 2.08% +1,130 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 54,877 $4.16M 0.02% +4,153 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 51,066 $3.87M 0.26% +9,933 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 49,000 $3.72M +46,610 Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 48,327 $3.71M 0.91% +1,427 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 48,659 $3.69M 1.47% +7,257 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 47,115 $3.57M 1.52% +3,147 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 46,971 $3.56M 0.19% +5,499 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 45,245 $3.43M 0.12% -139,882 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 45,244 $3.39M 0.02% -8,936 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 44,436 $3.37M 1.08% +3,921 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 44,136 $3.35M <0.01% -5,766 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 40,786 $3.09M 0.43% +11,233 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 40,545 $3.08M <0.01% +2,669 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 39,524 $3M 0.08% -3 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 38,818 $2.94M 0.05% +525 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 38,222 $2.9M 0.13% +2,531 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 36,567 $2.78M 1.19% -199 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 36,002 $2.73M 0.44% -45,969 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 34,926 $2.65M 0.07% +2,669 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 34,808 $2.64M 1.48% 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 33,937 $2.57M 1.17% +507 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 33,189 $2.52M 0.06% +5,529 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 32,780 $2.49M 0.12% +959 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 30,881 $2.34M <0.01% -1,658 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 28,568 $2.17M 0.24% +1,981 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 28,203 $2.14M 0.06% +491 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 28,086 $2.13M 1.26% +103 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 27,660 $2.1M 0.05% -3,040 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 27,555 $2.09M 0.04% +14,385 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 27,546 $2.09M 0.06% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 26,680 $2.02M 0.32% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 26,664 $2.02M 0.05% -4,165 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 26,292 $1.99M <0.01% +1,158 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 25,815 $1.96M 0.72% +1,011 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 25,734 $1.95M 0.1% -693 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 25,572 $1.94M <0.01% +1,202 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 25,246 $1.91M 0.01% +13,666 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 24,149 $1.83M 0.81% +9,457 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 23,830 $1.81M 0.03% +1,165 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 22,306 $1.69M 1.51% -298 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 22,100 $1.68M 0.05% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 22,048 $1.67M 0.05% +16,491 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 21,353 $1.62M 0.18% +3,534 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,753 $1.57M <0.01% new 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 20,667 $1.57M 1.04% +1,626 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 20,259 $1.54M 0.53% -46 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,107 $1.53M 0.04% +8,897 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 19,701 $1.49M 1.53% +1,204 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 19,469 $1.48M 0.16% -558 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,444 $1.47M <0.01% -2,472 13F-HR/A Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 19,359 $1.47M 0.22% -4,773 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 17,871 $1.36M 0.17% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,853 $1.35M 0.02% +4,850 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 17,775 $1.35M 0.48% -171 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 17,487 $1.33M 0.94% -107 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 16,500 $1.25M <0.01% +600 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,167 $1.23M 0.02% -324 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 15,809 $1.2M 1.11% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,636 $1.19M 0.01% +3,486 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,676 $1.11M <0.01% -227 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 14,507 $1.11M 0.01% +2,673 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 14,466 $1.1M 0.88% 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 14,332 $1.09M <0.01% +8,215 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 14,226 $1.08M 0.12% -2,262 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 13,329 $1.01M 0.34% +1,305 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 13,210 $1M 0.43% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,084 $992K 0.07% +3,435 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,954 $983K <0.01% -1,125 13F-HR/A Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 12,905 $979K 0.23% +1,338 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,817 $972K 0.06% new 13F-HR Timeline Group Heritage Wealth Management, Inc. 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