MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,328,911 $1.22B 0.07% +9,052,146 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 3,152,697 $236M 0.79% +40,672 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 $212M 7.23% 0 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,675,518 $200M +1,763,321 Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 2,416,012 $181M 2% 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/ 2,413,529 $180M 0.01% -232,399 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,868,793 $140M 2.65% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,709,153 $128M 0.03% -10,508 13F-HR/A Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,600,000 $120M 0.7% 0 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,501,253 $112M 0.07% new 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 1,364,616 $102M +69,501 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 852,628 $63.7M 0.01% +212,997 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 834,243 $62.3M 3.75% +91,838 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 818,695 $61.2M 0.02% +103,193 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 751,858 $56.2M <0.01% +474,489 13F-HR Timeline Group Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 712,400 $53.2M 3.58% 0 13F-HR Timeline Group Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 706,011 $52.8M 9.56% +283,226 13F-HR Timeline GLOBE LIFE INC. More: the full row for GLOBE LIFE INC. 704,500 $52.6M 13.82% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 674,116 $51.1M 0.02% +114,029 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 681,612 $50.9M 0.03% +509,611 13F-HR Timeline Group NYL Investors LLC More: the full row for NYL Investors LLC 643,022 $48M 18.15% +4,215 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 594,398 $44.4M 0.24% +21,885 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 570,850 $42.7M <0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 555,938 $41.5M 0.04% +409,705 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 527,959 $39.5M 1.08% -9,720 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 526,351 $39.3M 0.01% -3,619 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 508,800 $38M 0.01% +47,203 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 507,413 $37.9M 0.38% +41,009 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 506,872 $37.9M 0.06% -25,234 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 504,278 $37.7M 0.01% +52,655 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 $34.5M 14.97% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 448,330 $33.5M 1.11% +211,880 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 408,354 $30.5M 1.51% +17,084 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 372,629 $27.8M 0.04% +12,506 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 365,792 $27.3M 0.03% +31,339 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 361,651 $27M 3.02% -36,999 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 353,323 $26.4M 3.45% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 348,245 $26M <0.01% +178,313 13F-HR Timeline Group DOW CHEMICAL CO /DE/ More: the full row for DOW CHEMICAL CO /DE/ 335,912 $25.1M 10.51% -2,834 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 335,010 $25M 0.59% new 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. 324,099 $24.2M 0.07% +6,939 13F-HR/A Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 313,863 $23.5M 2.02% -9,529 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 277,982 $20.8M 7.64% -4,155 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 275,799 $20.6M 0.06% -69,002 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 246,292 $18.4M 0.02% +69,390 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 241,464 $17.9M <0.01% -390,729 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 235,808 $17.6M 0.05% +15,458 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 233,178 $17.4M 0.04% -11,939 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 224,815 $16.8M 0.02% +16,715 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 224,641 $16.8M 0.02% -10,936 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 222,404 $16.6M 3.85% +9,485 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 207,377 $15.5M 0.57% new 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 188,756 $14.1M 0.11% +6,993 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 186,198 $13.9M 0.17% +7,665 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 174,581 $13.6M +87,282 Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 181,784 $13.6M 3.42% new 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 176,839 $13.2M 1.55% -13,860 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 173,899 $13M 0.1% +19,683 13F-HR Timeline Group RHL GROUP, LLC More: the full row for RHL GROUP, LLC 164,873 $12.3M 10.52% +83,538 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 163,707 $12.2M 0.05% -2,895 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 157,178 $11.7M 2.72% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 154,420 $11.5M 0.25% -13,202 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 146,447 $10.9M 0.13% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 143,713 $10.7M 2.86% -14,225 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 137,746 $10.3M 3.62% -3,075 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 135,525 $10.1M 2.8% +9,622 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 130,602 $9.76M 0.02% -8,213 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 128,244 $9.58M 0.02% +59,778 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 126,645 $9.46M 5.78% -3,219 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 123,997 $9.27M 0.01% -69,737 13F-HR Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 120,811 $9.03M 5.84% -3,071 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 120,000 $8.97M 0.33% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 119,524 $8.93M 2.47% -15,857 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 114,478 $8.55M 1.42% +16,183 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 109,138 $8.15M 4.92% +9 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 110,517 $8.12M <0.01% +16,681 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 108,448 $8.1M 0.03% -11,149 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 107,570 $8.04M 0.01% +8,528 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 105,314 $7.87M 3.1% +4,268 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 103,930 $7.77M 0.01% -82,555 13F-HR Timeline Group Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 103,011 $7.7M 3.81% -3,158 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 101,775 $7.6M 2.18% +3,212 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 101,681 $7.58M 3.69% -2,913 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 100,309 $7.5M 0.06% +4,918 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 100,000 $7.47M 0.24% new 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 93,998 $7.45M 1.98% new 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 98,137 $7.33M 5.07% +6,081 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 93,545 $6.99M 0.11% -96,455 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 93,051 $6.95M <0.01% +30,040 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 91,045 $6.8M 0.11% +7,556 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 89,927 $6.72M 0.14% +10,139 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 85,409 $6.38M 1.42% +6,131 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 83,857 $6.27M 0.07% -4,296 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 81,471 $6.09M 0.09% +66,964 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 64,730 $4.84M 0.2% 0 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 64,658 $4.83M 0.67% +7,494 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 64,323 $4.81M 0.42% +3,328 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 62,783 $4.69M 1.33% -431 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 61,874 $4.62M <0.01% -1,237 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 61,406 $4.59M 3.11% -34,830 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 60,490 $4.52M 2.24% +5,114 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 60,173 $4.5M 0.02% +14,929 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 59,040 $4.41M 0.01% -320 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 58,285 $4.36M 0.05% +139 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 57,538 $4.3M 1.9% +1,533 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 56,786 $4.24M 0.55% +16,000 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 56,179 $4.2M 0.29% +5,113 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 54,940 $4.11M 0.27% new 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 51,722 $3.86M 0.2% +4,751 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 50,075 $3.74M 0.46% -24,495 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 49,238 $3.68M 0.01% +48,666 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 48,137 $3.6M 1.52% +1,022 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 46,280 $3.46M 0.46% +19,600 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 43,157 $3.21M 1.18% -5,502 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 41,874 $3.13M -7,126 Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 40,645 $3.04M <0.01% -3,491 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 40,363 $3.02M <0.01% -182 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 39,635 $2.96M 0.08% +111 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 39,519 $2.95M 0.04% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 38,611 $2.89M 0.05% -207 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 38,410 $2.87M 0.01% +13,164 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 37,940 $2.83M 0.08% +3,014 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 37,360 $2.79M 0.07% +9,700 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 37,220 $2.78M 0.06% +9,665 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 35,691 $2.66M 1.17% -876 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,070 $2.62M <0.01% +31,297 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,904 $2.61M <0.01% -251,158 13F-HR Timeline Group Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 34,437 $2.57M 1.17% +500 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 33,999 $2.54M 1.51% -809 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 32,388 $2.42M 0.28% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 30,853 $2.31M <0.01% +10,100 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 30,543 $2.28M 0.25% +1,975 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 29,195 $2.18M 1.3% +1,109 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 27,934 $2.09M <0.01% -2,947 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 27,925 $2.09M 0.06% +379 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. 26,976 $2.02M 0.06% -6,213 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 26,906 $2.01M 0.74% +1,091 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 25,964 $1.94M 0.05% -700 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 25,921 $1.94M 0.2% +8,050 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 25,872 $1.93M 0.15% +14,112 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 25,865 $1.93M 0.1% +131 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 25,764 $1.93M 0.04% +5,657 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 24,569 $1.84M 0.03% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 23,872 $1.78M <0.01% -1,700 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,713 $1.77M <0.01% +9,037 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 23,391 $1.75M 0.76% -758 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 23,162 $1.73M 0.06% +1,114 13F-HR Timeline Group WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 22,224 $1.66M 1.34% -82 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 21,722 $1.62M 0.23% -35,002 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 21,732 $1.62M 0.93% +1,065 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,028 $1.57M <0.01% +1,584 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,967 $1.57M <0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 20,570 $1.54M 0.17% -783 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 20,293 $1.52M 1.58% +592 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 19,853 $1.48M 0.02% +2,000 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 19,528 $1.46M 0.22% +169 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 19,525 $1.46M <0.01% -6,767 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 19,469 $1.45M 0.16% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 19,351 $1.45M 0.51% +1,576 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 18,750 $1.4M 0.95% +1,263 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 16,409 $1.23M 0.14% +2,183 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 14,365 $1.07M 0.72% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 14,323 $1.07M 0.03% new 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 14,315 $1.07M 0.04% +4,567 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,115 $1.05M <0.01% +1,161 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 13,504 $1.01M 0.31% +175 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 13,454 $1.01M 1.12% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,370 $999K 0.01% +2,420 13F-HR Timeline Group GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 13,210 $987K 0.45% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 13,195 $986K 0.37% +7,240 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 13,195 $986K 0.59% +7,240 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 13,061 $976K 0.23% +156 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,920 $965K 0.04% -32,325 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 12,542 $937K 0.32% +7,809 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,941 $906K 0.04% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 11,774 $880K 0.57% -87 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 11,656 $871K 0.43% -898 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 11,380 $850K 0.03% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. 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