Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 13,394,103 $762M 2.11% +908,700 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,331,225 $531M 0.03% +73,592 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,784,483 $505M 0.12% -2,240,962 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 8,201,497 $466M 0.47% +212,199 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 6,884,141 $391M 10.3% +364,232 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,305,297 $359M 0.03% -731,793 13F-HR/A Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,554,512 $259M 5.97% +197,956 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 3,063,500 $174M 3.7% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 2,996,593 $170M +23,082 Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,027,018 $128M 2.34% -617,404 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,005,145 $114M +316,737 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,637,459 $93.1M 0.03% -7,264 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,267,575 $72.1M 0.05% +16,492 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,213,223 $69M 0.11% +188,694 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,186,149 $67.4M 3.38% +11,671 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,101,204 $62.6M 2.59% -52,146 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,058,963 $60.2M 0.23% +105,808 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,046,655 $59.5M 0.75% +109,836 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 983,816 $55.9M 0.08% +104,679 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 866,976 $49.3M 0.01% -229,102 13F-HR Timeline Group Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 851,654 $48.4M 30.36% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 833,454 $47.4M 0.65% +621,492 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 825,848 $47M 0.51% -2,348,262 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 807,278 $45.9M 0.1% +346,348 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 788,984 $44.9M 0.01% -51,267 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 776,329 $44.1M 0.17% +20,009 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 774,370 $44M <0.01% -65,703 13F-HR/A Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 756,176 $43M 14.41% +65,482 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 725,888 $41.3M 0.76% -65,739 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 725,119 $41.2M 0.07% +23,652 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 724,352 $41.2M 9.47% +13,553 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 715,065 $40.7M 0.01% -117,532 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 680,832 $38.7M 0.01% -107,325 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 647,398 $36.8M 0.01% +91,519 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 599,884 $34.1M 0.01% -108,573 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 562,361 $32M 6.66% +326,190 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 550,000 $31.3M 1.15% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 529,317 $30.1M 0.02% +25,282 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 517,776 $29.4M 0.05% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 517,741 $29.4M 0.07% +112,609 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 476,322 $27.1M 0.56% +21,072 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 448,739 $25.5M 0.04% -5,489 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 426,948 $24.3M 2.16% -12,898 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 410,388 $23.3M 0.48% +79,734 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 388,379 $22.1M 3.07% +8,036 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/ 379,500 $21.6M 0.02% +9,400 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 370,069 $21M 1.45% +69,157 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 360,581 $20.5M 0.34% +16,937 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 348,548 $19.8M 1.87% +19,080 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 348,016 $19.8M 1.99% +8,392 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 330,918 $18.8M 0.04% +1,141 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 321,707 $18.3M 0.03% +241,571 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 321,272 $18.3M 3.4% +52,890 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 313,963 $17.9M 0.08% +10,563 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 309,745 $17.6M 0.23% +46,755 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 307,839 $17.5M <0.01% +10,920 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 274,853 $15.6M 0.86% -28,702 13F-HR Timeline HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 268,600 $15.3M 0.05% -12,400 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 266,116 $15.1M 0.41% +2,694 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 257,091 $14.6M 0.3% +50,763 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 250,140 $14.2M 1.81% -2,741 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 249,990 $14.2M 0.05% -21,102 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 239,400 $13.6M 0.01% +184,800 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 238,154 $13.5M 4.35% +31,241 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 235,078 $13.4M 0.09% +14,780 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 233,325 $13.3M 4.15% new 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 223,563 $12.7M 0.23% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 221,111 $12.6M 0.05% new 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 220,872 $12.6M 0.59% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 206,095 $11.7M 2.05% +2,025 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 205,903 $11.7M 5.21% +13,253 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 201,691 $11.5M 0.22% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 201,691 $11.5M 0.8% +201,676 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 198,931 $11.3M -39,406 Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 191,515 $10.9M 0.4% +4,304 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 191,517 $10.9M 0.11% +8,961 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 187,688 $10.7M 0.24% -8,058 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 184,541 $10.5M 0.8% +19,823 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 174,166 $9.9M 0.08% -114,997 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 173,508 $9.87M 2.77% +28,456 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 171,847 $9.77M 4.94% +12,959 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 164,951 $9.38M 3.2% +2,421 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 164,084 $9.33M 1.26% +1,670 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 159,787 $9.09M 0.09% -3,030 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 151,815 $8.63M 0.28% -16,467 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 147,016 $8.36M 0.08% +10,601 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 144,326 $8.11M 0.01% -11,322 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 139,991 $7.96M 0.18% +6,391 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 139,159 $7.91M 2.37% +1,061 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 135,423 $7.7M 0.02% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 133,696 $7.6M 0.01% +69,685 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 133,323 $7.58M 1.65% +3,372 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 131,787 $7.49M 3.29% -35,120 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 131,279 $7.46M 0.27% +11,212 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 129,266 $7.35M 1.95% +6,751 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 126,534 $7.19M 2.68% -6,598 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 124,818 $7.1M 3.16% +8,604 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 123,757 $7.04M 0.01% +6,118 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 123,255 $6.97M 0.1% +10,229 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 122,189 $6.95M 0.24% -1,830 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 119,666 $6.8M 0.39% +28,043 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 112,852 $6.42M 0.1% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 108,881 $6.19M 1.01% +277 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 108,752 $6.18M 0.02% +50,749 13F-HR Timeline Quadratic Capital Management LLC More: the full row for Quadratic Capital Management LLC 105,826 $6.02M 1.86% -33,997 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 104,220 $5.93M 0.07% -2,748 13F-HR Timeline Group Act Two Investors LLC More: the full row for Act Two Investors LLC 102,573 $5.83M 1.03% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 100,454 $5.71M 1.2% +3,527 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 99,767 $5.67M 3.98% -916 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 97,246 $5.53M 0.28% new 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 96,541 $5.49M 5.17% 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 95,000 $5.4M 0.04% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 93,384 $5.31M 0.06% -1,389 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 88,812 $5.03M 0.31% +20,950 13F-HR/A Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 87,498 $4.98M 2.2% +9,129 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 86,399 $4.91M 0.13% -1,740 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 85,634 $4.87M 0.01% +2,031 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 80,879 $4.6M 0.16% +5,211 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 80,700 $4.59M 1.51% -468 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 80,401 $4.57M 3.28% +5,087 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 78,827 $4.48M 0.71% -2,667 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 78,649 $4.47M 4.22% +637 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 78,091 $4.44M 0.63% -445 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 74,763 $4.25M 2.61% +29,902 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 74,061 $4.21M 2.81% +62,956 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 71,476 $4.06M 0.02% +1,599 13F-HR Timeline Group Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 69,428 $3.95M 1.7% new 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 69,148 $3.93M 0.27% +893 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 68,861 $3.92M 0.02% -18 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 68,616 $3.9M 0.02% -7,171 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 67,541 $3.84M <0.01% -18,986 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 67,215 $3.82M 1.44% +3,489 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 66,403 $3.78M -362,475 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 65,331 $3.71M <0.01% +710 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 64,714 $3.68M 0.42% +7,480 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 63,471 $3.61M 0.49% +7,590 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 61,783 $3.51M 0.66% +3,713 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 61,751 $3.51M 0.1% +1,638 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 55,963 $3.18M 0.06% +7,155 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 55,773 $3.17M 0.29% +7,991 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 55,391 $3.15M 0.34% +1,537 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 51,403 $2.91M <0.01% +30,441 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 49,619 $2.82M 0.07% +33,352 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 49,544 $2.82M 0.02% -372 13F-HR/A Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 49,369 $2.81M 0.03% +33,061 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 48,481 $2.76M <0.01% +36,004 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 47,825 $2.72M 0.18% -17,650 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 46,770 $2.66M 0.33% 0 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 46,049 $2.62M 0.25% -58,918 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 46,019 $2.62M 0.06% -1,045 13F-HR Timeline Group Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 44,280 $2.52M 1.13% +2,097 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 43,540 $2.48M 0.43% +35,532 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 41,666 $2.37M 0.18% +21,894 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 41,167 $2.34M 0.62% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 40,657 $2.31M 0.49% -5,487 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 40,476 $2.3M 0.79% +793 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 37,841 $2.15M 0.02% -2,834 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 37,754 $2.14M <0.01% +2,289 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 36,654 $2.08M 0.77% +3,526 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,246 $2M 0.01% +14 13F-HR/A Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 34,917 $1.99M 0.25% -874 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 32,022 $1.82M 1.33% +1,641 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 31,117 $1.77M 0.08% +2,806 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29,162 $1.66M 0.01% -13,259 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 28,908 $1.64M 0.14% -4,352 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 28,507 $1.62M 0.44% +1,121 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 28,447 $1.62M 0.71% -30,859 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 28,325 $1.61M 1.1% +4,307 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 28,482 $1.59M 0.13% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 27,731 $1.58M 0.5% new 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 26,957 $1.53M 0.13% -32,170 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) 26,103 $1.48M 0.04% +19,265 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 26,090 $1.48M 0.35% +378 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 25,837 $1.47M 0.02% -5,344 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 25,624 $1.46M 0.08% -26,246 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 25,564 $1.45M 0.37% -2,524 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 25,301 $1.44M 0.39% +461 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 25,213 $1.43M 0.35% +924 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 24,797 $1.41M 0.08% +2,107 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 24,196 $1.38M 0.03% -315 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 23,634 $1.34M 0.01% -459 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 23,373 $1.33M 0.29% +761 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 22,525 $1.28M 0.4% -9,801 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 22,069 $1.25M 0.43% -120 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 21,051 $1.2M <0.01% -17,764 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 20,849 $1.19M 0.28% -2,668 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 20,750 $1.18M 0.22% -8,885 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 20,415 $1.16M 0.02% -38,263 13F-HR Timeline Group Orcam Financial Group More: the full row for Orcam Financial Group 20,359 $1.16M 0.93% +103 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 20,337 $1.16M 1.06% +997 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,799 $1.13M <0.01% -1,502 13F-HR Timeline Group Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 19,790 $1.13M 1.11% -2,200 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 19,667 $1.12M 0.14% -16,975 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 19,303 $1.1M 0.01% -11,783 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 18,932 $1.09M 0.29% +1,177 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 19,063 $1.08M 0.12% +14 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,982 $1.08M 0.04% +3,828 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,802 $1.07M 0.03% -955 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 17,919 $1.02M 0.02% -10,342 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,439 $992K 0.01% -12,330 13F-HR Timeline