Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 16,920,030 $934M 2.23% +1,375,874 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,237,039 $675M 0.04% +372,435 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 9,417,607 $520M 0.45% +902,222 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 8,860,856 $489M 9.12% +457,791 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,157,906 $387M 0.08% +240,503 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/ 5,250,473 $290M 0.02% -13,945 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,001,465 $221M 4.15% -866,317 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,545,465 $196M +777,281 Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,079,893 $172M 2.2% +2,429,297 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,732,359 $151M 2.18% +41,876 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,526,797 $139M 0.03% +237,151 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. 1,941,156 $107M 0.2% -435,110 13F-HR Timeline Group Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 1,823,145 $101M 0.26% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,625,368 $89.7M 1.53% +1,613,832 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,336,405 $73.7M 3.23% +28,085 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,106,014 $61M 1.77% +41,833 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,105,135 $61M -73,701 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,094,918 $60.4M 0.57% +70,673 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,092,324 $60.3M 0.08% -454,940 13F-HR/A Timeline Group Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 1,071,104 $59.1M 19.7% +184,652 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,006,941 $55.6M 0.07% -42,957 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 967,464 $53.4M 0.01% +100,379 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 921,379 $50.8M 0.01% +117,264 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 891,785 $49.7M <0.01% +206,947 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 843,868 $46.6M 0.02% +11,780 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 843,296 $46.5M 0.01% +51,794 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 752,013 $41.5M 8.68% +24,469 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 748,527 $41.3M 10.13% -618 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 726,063 $40.1M 0.07% -76,405 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 698,517 $38.5M 0.5% -197,694 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 696,801 $38.4M 0.55% +92,041 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 680,045 $37.5M 0.04% -15,568 13F-HR Timeline Group Quadratic Capital Management LLC More: the full row for Quadratic Capital Management LLC 665,746 $36.7M 14.69% +559,922 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 640,000 $35.3M 1.4% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 512,194 $28.3M 0.04% +6,589 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 495,847 $27.4M 2.04% +57,195 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 494,116 $27.3M 1.73% +49,306 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 475,919 $26.3M <0.01% -223,309 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 433,138 $23.9M 0.45% +12,674 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 429,599 $23.7M 2.95% +35,764 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 421,251 $23.2M 0.28% +25,965 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 414,334 $22.9M 3.56% +20,493 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 416,238 $22.3M +236,054 Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 290,316 $22.2M 2.65% -112,527 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 392,188 $21.6M 0.02% -14,612 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 371,068 $20.5M 0.43% new 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 367,012 $20.3M 4.98% +48,604 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 359,953 $19.9M 1.73% +4,233 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 358,561 $19.8M 0.28% -134,771 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 356,030 $19.6M 0.8% +33,426 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 348,668 $19.2M 0.04% -117,134 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 335,755 $18.5M 0.03% -9,518 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 342,500 $18.5M 0.03% +8,185 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 329,779 $18.2M <0.01% -156,752 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 309,813 $17.1M 4.86% +16,934 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 309,739 $17.1M 10.95% +15,972 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 305,839 $16.9M 0.07% -23,718 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 301,081 $16.6M 0.12% +76,742 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 297,973 $16.4M 0.02% +9,897 13F-HR Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 293,907 $16.2M 16.45% +50,097 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 277,970 $15.3M 0.12% -79,673 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 273,035 $15.1M 0.05% +8,702 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 268,341 $14.8M 0.04% +241,285 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 265,426 $14.6M 0.03% +141,746 13F-HR/A Timeline HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 264,300 $14.6M 0.04% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 248,842 $13.7M 0.1% -2,070 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 234,982 $13M 0.19% -4,942 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 234,900 $13M 5.11% +16,401 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 233,894 $12.9M 0.06% -13,818 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 232,484 $12.8M 0.02% -41,713 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 226,055 $12.5M 0.11% +148,400 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 225,704 $12.5M 0.03% +6,641 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 223,674 $12.3M 1.39% +89,199 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 222,035 $12.3M 0.01% +112,237 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 218,231 $12M 0.1% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 209,528 $11.6M 0.11% +5,782 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 208,753 $11.5M 0.01% -137,992 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 208,224 $11.5M 0.12% +79,750 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 207,070 $11.4M 0.21% +2,951 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 204,620 $11.3M 0.05% -10,706 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 202,849 $11.2M 2.48% -606,617 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 200,578 $11.1M 0.04% +127,249 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 192,695 $10.6M 0.01% -412,657 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 191,300 $10.6M 0.65% 0 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 190,073 $10.5M 0.68% +1,793 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 187,695 $10.4M 2.46% +11,472 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 187,414 $10.3M <0.01% -15,545 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 180,563 $9.96M 0.03% +6,193 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 176,434 $9.74M 0.49% +21,841 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 173,554 $9.58M +26,237 Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 164,477 $9.08M 0.14% 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 157,455 $8.69M 2.23% +12,607 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 149,291 $8.24M 1.94% +3,580 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 147,527 $8.14M 0.25% +57,412 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 147,024 $8.11M 0.23% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 143,347 $7.91M 0.23% +6,973 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 142,829 $7.88M 0.01% +19,363 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 142,551 $7.87M 1.54% +2,566 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 141,365 $7.8M 0.02% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 143,854 $7.65M 0.02% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 137,020 $7.56M 3.06% +1,771 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 132,846 $7.33M 0.25% +6,413 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 129,380 $7.14M 0.08% +5,323 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 127,955 $7.06M 0.35% +11,906 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 119,004 $6.57M 2.11% -1,670 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 118,465 $6.54M 3.95% +13,628 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 117,948 $6.51M 0.06% -20,277 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 113,305 $6.25M 0.65% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 109,443 $6.04M 1.22% -2,908 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 109,165 $6.02M 0.87% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 106,226 $5.86M 0.01% +33,747 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 102,374 $5.65M 0.3% +28,449 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 102,264 $5.64M 0.06% +4,103 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 100,702 $5.56M 3.63% +10,065 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 100,476 $5.54M 0.54% +5,396 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 100,335 $5.54M 5.05% +2,593 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 95,918 $5.29M 0.03% +33,106 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 95,344 $5.26M 0.07% +4,335 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 92,597 $5.11M 3.2% +7,843 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 90,796 $5.01M 0.06% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 88,044 $4.86M 0.01% -6,454 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 87,185 $4.81M 0.01% +3,211 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 86,975 $4.8M 0.04% -31,110 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 85,607 $4.72M 2.95% +51,043 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 84,826 $4.68M 0.53% +29,969 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 84,604 $4.67M 0.11% +8,635 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 83,549 $4.63M 0.58% 0 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 83,744 $4.62M 0.25% +13,822 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 83,714 $4.62M 0.02% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 83,617 $4.61M 1.45% +19,292 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 83,539 $4.61M 0.1% +30,811 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 82,658 $4.56M 0.02% -2,294 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 82,567 $4.56M 3.91% +1,992 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 80,218 $4.47M <0.01% +6,913 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 79,210 $4.37M <0.01% -427 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 78,833 $4.35M 0.39% +7,235 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 77,438 $4.27M 0.63% -61,992 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 76,474 $4.22M <0.01% +65,539 13F-HR Timeline Group Act Two Investors LLC More: the full row for Act Two Investors LLC 74,530 $4.11M 0.83% -23,300 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 74,139 $4.09M <0.01% +41,689 13F-HR Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 74,102 $4.09M 2.23% +701 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 73,576 $4.06M 2.3% +8,726 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 73,570 $4.06M 0.47% -28 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 71,287 $3.93M 0.38% -5,153 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 68,676 $3.79M 0.02% -1,690 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 67,046 $3.7M 0.06% +7,750 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 66,821 $3.69M 0.11% +246 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 63,972 $3.53M 0.08% +30,570 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 61,382 $3.39M 0.92% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 60,899 $3.36M 0.23% -8,918 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 60,000 $3.31M 0.02% +514 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 59,900 $3.31M 2.67% +7,610 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 57,200 $3.16M 0.01% new 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 54,045 $2.98M 0.64% -3,349 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 53,662 $2.96M <0.01% -5,500 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 52,770 $2.91M <0.01% +37,553 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 50,675 $2.8M 0.06% -4,740 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 50,559 $2.79M 0.6% +8,263 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 49,196 $2.7M 0.01% -17,335 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 47,580 $2.63M 1.02% +2,282 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 46,270 $2.55M 0.8% +1,181 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 44,322 $2.45M <0.01% -2,271 13F-HR Timeline Group Graetz Wealth LLC More: the full row for Graetz Wealth LLC 42,930 $2.37M 1.89% +6,548 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 42,306 $2.33M 0.92% +9,024 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 42,217 $2.33M 0.24% -3,552 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 41,636 $2.3M 0.61% +2,279 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,170 $2.27M <0.01% -188,195 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 42,626 $2.26M 1.85% +4,777 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 40,682 $2.24M 1.08% +7,709 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,456 $2.18M 0.02% +2,223 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 38,557 $2.13M 0.4% +14 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 38,196 $2.11M 0.31% -10,549 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 37,503 $2.07M 0.07% +962 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 36,503 $2.01M 1.34% -23,282 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 35,460 $1.96M 0.94% +13,311 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 34,517 $1.9M 0.95% -1,356 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 34,121 $1.88M <0.01% +13,819 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 32,929 $1.82M 0.02% -2,693 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 32,542 $1.8M 0.4% -41,745 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 32,387 $1.79M <0.01% -1,178,932 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 31,717 $1.75M 0.29% -3,273 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 31,055 $1.71M 0.21% +14,375 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 10,754 $1.71M 1.13% -7,836 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 30,956 $1.71M <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 30,949 $1.71M 0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 30,893 $1.7M 0.04% +2,759 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 30,475 $1.68M 0.34% +1,115 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 30,264 $1.67M 0.1% -15,013 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 29,576 $1.63M 0.84% -200 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 29,415 $1.62M 0.07% +3,661 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 29,110 $1.61M 0.35% +1,382 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 28,577 $1.58M 0.25% -8,045 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,547 $1.52M 0.01% -289 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 26,565 $1.47M 0.46% +1,812 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 26,154 $1.44M 0.06% -63,669 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 25,879 $1.43M 0.15% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 25,246 $1.41M 0.12% +16,563 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 25,175 $1.39M 0.04% -36 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 24,358 $1.34M 0.03% +11,642 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 24,029 $1.33M 0.23% new 13F-HR Timeline