Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,411,863 $804M 2.17% +1,017,760 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,894,021 $608M 0.04% +1,562,796 13F-HR/A Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 8,486,184 $474M 0.47% +284,687 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 7,763,007 $433M 9.23% +878,866 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/ 7,168,219 $400M 0.03% +862,922 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,795,353 $379M 0.09% -1,989,130 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,720,361 $263M 5.55% +165,849 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 3,063,500 $171M 5.26% 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. 2,682,263 $150M -314,330 Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,510,756 $140M 2.29% +483,738 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,302,835 $128M +297,690 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,097,915 $117M 0.03% +460,456 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,303,208 $72.7M 0.1% +89,985 13F-HR/A Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,273,353 $71.2M 3.28% +87,204 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,250,797 $69.8M +383,821 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,218,770 $68M 0.05% -48,805 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,195,187 $66.7M 0.27% +136,224 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,135,121 $63.3M 2.33% +33,917 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,044,278 $58.3M 0.71% -2,377 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,039,925 $58M 0.08% +56,109 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 894,920 $49.9M 0.53% +69,072 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 886,452 $49.5M 29.19% +34,798 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 795,447 $44.4M 0.01% +6,463 13F-HR Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 790,691 $44.1M 12.97% +34,515 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 787,873 $44M 0.09% -19,405 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 778,838 $43.5M 0.17% +2,509 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 743,010 $41.5M 0.54% -90,444 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 738,080 $41.2M 0.01% +90,682 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 717,499 $40M 8.91% -6,853 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 716,063 $40M 0.01% +35,231 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 714,454 $39.9M 0.05% -10,665 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 699,465 $39M 0.01% -15,600 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 596,945 $33.3M <0.01% -177,425 13F-HR Timeline Group Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 582,908 $32.5M 0.57% -142,980 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 571,084 $31.9M 0.02% +41,767 13F-HR/A Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 570,000 $31.8M 1.06% +20,000 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 554,190 $31M 0.55% +77,868 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 549,181 $30.7M 0.04% +100,442 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 535,858 $29.9M 5.15% -26,503 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 494,909 $27.7M 0.04% -22,867 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 485,671 $27.1M 0.06% -32,070 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 475,368 $26.7M 0.35% +165,623 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 472,822 $26.4M 0.05% +453,023 13F-HR/A Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 438,668 $24.5M 2.15% +11,720 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 415,857 $23.2M 0.47% +5,469 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 408,943 $22.8M 1.55% +38,874 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 379,952 $21.2M 0.33% +19,371 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 360,513 $20.1M 1.64% +11,965 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 354,217 $19.8M 2.76% -34,162 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 353,013 $19.7M 3.36% +31,741 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 353,185 $19.7M 1.93% +5,169 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 336,442 $18.8M 0.04% +5,524 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 330,834 $18.5M 0.03% +9,127 13F-HR Timeline Group RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 315,441 $17.6M 5.15% +82,116 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 314,405 $17.5M 0.07% +442 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 285,355 $15.9M <0.01% -22,484 13F-HR Timeline Group WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 277,498 $15.9M 12.27% 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 279,169 $15.6M 4.8% +41,015 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 268,447 $15M 0.29% +11,356 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 263,104 $14.7M 0.38% -3,012 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 258,799 $14.4M 0.05% +8,809 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 253,496 $14.1M 0.65% +32,624 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 248,005 $13.8M 0.08% +12,927 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 233,126 $13M 0.22% +9,563 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 230,557 $12.9M +31,626 Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 231,049 $12.9M <0.01% -368,835 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 225,900 $12.6M 0.01% -13,500 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 223,100 $12.4M 0.01% -156,400 13F-HR Timeline Group Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 223,976 $12.4M 5.14% new 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 211,619 $11.8M 5.09% +5,716 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 206,083 $11.5M 1.96% -12 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 194,388 $10.8M 0.22% +6,700 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 193,340 $10.8M 0.52% -8,351 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 193,339 $10.8M 0.15% -8,352 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 191,387 $10.7M 1.41% +27,303 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 184,531 $10.3M 0.77% -10 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 181,237 $10.1M 0.6% -10,278 13F-HR Timeline Group Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 174,617 $9.74M 11.05% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 174,485 $9.74M 0.07% +319 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 171,731 $9.58M 3.17% +6,780 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 171,616 $9.58M 2.59% -1,892 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 153,416 $8.49M 10.26% +26,882 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 152,072 $8.49M 0.08% +102,703 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 150,237 $8.38M 0.02% +64,603 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 147,995 $8.26M 0.15% +8,004 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 146,470 $8.17M 3.51% +14,683 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 143,852 $8.03M 2.33% +4,693 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 142,040 $7.93M 0.01% +8,344 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 141,449 $7.89M 0.25% -10,366 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 139,997 $7.81M 0.08% -7,019 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 137,708 $7.68M 0.27% +6,429 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 137,457 $7.67M 0.01% +13,700 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 137,282 $7.66M 0.02% +1,859 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 136,157 $7.6M 0.01% -8,169 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 135,646 $7.57M 0.13% -55,871 13F-HR/A Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 134,733 $7.52M 1.59% +1,410 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 131,332 $7.33M 0.41% +11,666 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 129,304 $7.22M 0.08% +6,049 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 128,648 $7.18M 3.17% +3,830 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 126,933 $7.08M 0.24% +4,744 13F-HR Timeline Quadratic Capital Management LLC More: the full row for Quadratic Capital Management LLC 126,823 $7.08M 1.81% +20,997 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 121,248 $6.77M 0.1% +8,396 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 117,085 $6.53M 0.06% -42,702 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 116,930 $6.52M 1.03% +8,049 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 113,095 $6.31M 0.31% +15,849 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. 111,253 $6.21M 0.46% +42,105 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 109,316 $6.1M +99,486 Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 107,689 $6.01M 1.08% +5,116 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 104,160 $5.81M 1.17% +3,706 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 101,946 $5.69M 0.06% -2,274 13F-HR Timeline Group S. R. Schill & Associates More: the full row for S. R. Schill & Associates 99,007 $5.52M 3.9% -760 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 98,485 $5.5M 5.28% +1,944 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 98,261 $5.48M 0.06% +4,877 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 $5.3M 0.03% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 93,038 $5.19M 0.01% -15,714 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 91,485 $5.1M 1.3% -37,781 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 91,437 $5.1M 0.3% +2,625 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 85,698 $4.78M 2.33% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 84,468 $4.71M 0.73% +40,928 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 83,123 $4.64M 0.16% +2,244 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 82,599 $4.61M 3.24% +2,198 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 82,050 $4.58M 0.59% +3,959 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 80,371 $4.48M 0.05% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 79,805 $4.45M 0.02% +10,944 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 79,780 $4.45M 4.06% +1,131 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 76,931 $4.29M 0.01% +9,390 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 76,216 $4.25M 2.67% +1,453 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 74,282 $4.14M 0.11% -12,117 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 73,980 $4.13M 1.2% -6,720 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 73,494 $4.1M 0.69% 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 73,012 $4.07M 0.44% +8,298 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 71,810 $4.01M 0.1% +10,059 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 70,447 $3.93M 0.55% -8,380 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 70,366 $3.93M 0.02% -1,110 13F-HR Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 69,597 $3.88M 2.54% -4,464 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 69,269 $3.87M 0.48% +5,798 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 68,261 $3.81M 0.02% -355 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 68,244 $3.81M <0.01% +2,913 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 66,290 $3.7M 0.01% +62,409 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 66,090 $3.69M 2.14% -105,757 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 65,563 $3.66M 1.12% -1,652 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 62,465 $3.49M <0.01% +11,062 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 61,206 $3.42M 0.27% +5,433 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 58,999 $3.33M 0.4% -191,141 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 59,532 $3.32M 0.02% +9,988 13F-HR Timeline Group Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 57,152 $3.19M 1.31% -30,346 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 56,234 $3.14M 0.06% +271 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 56,213 $3.14M 0.34% +822 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 55,649 $3.11M 0.08% +9,630 13F-HR Timeline Group Graetz Wealth LLC More: the full row for Graetz Wealth LLC 55,609 $3.1M 2.82% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 54,698 $3.05M 0.23% +13,032 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 53,041 $2.94M 1.49% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 48,983 $2.73M <0.01% +502 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 48,971 $2.73M 0.07% -648 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 48,893 $2.73M 0.09% new 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 46,770 $2.61M 0.33% 0 13F-HR Timeline Group Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 45,672 $2.55M 1.07% -23,756 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 45,284 $2.53M 0.16% -2,541 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 44,915 $2.51M 1.13% +635 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 44,369 $2.48M 0.83% +3,893 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 43,397 $2.42M 0.54% +17,833 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 40,156 $2.24M <0.01% +2,402 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 39,407 $2.2M 0.39% +18,657 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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