Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 15,544,156 $860M 2.23% +1,132,293 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,864,604 $657M 0.04% +970,583 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 8,515,385 $471M 0.49% +29,201 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 8,403,065 $465M 9.26% +640,058 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,917,403 $383M 0.09% +122,050 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,264,418 $291M 0.02% -1,903,801 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,867,782 $269M 5.74% +147,421 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,768,184 $153M +465,349 Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,690,483 $149M 2.38% +179,727 13F-HR/A Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,376,266 $132M 0.38% -305,997 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,289,646 $127M 0.03% +191,731 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,547,264 $85.6M 0.12% +244,056 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,308,320 $72.4M 3.45% +34,967 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,211,319 $67.1M 0.12% +1,210,464 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,178,836 $65.3M -71,961 Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,064,181 $58.9M 1.98% -70,940 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,049,898 $58.1M 0.08% +9,973 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,036,209 $57.4M 0.66% -8,069 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,024,245 $56.7M 0.6% +129,325 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 896,211 $49.6M 0.7% +153,201 13F-HR Timeline Group Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 886,452 $49.1M 25.34% 0 13F-HR Timeline 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 867,085 $48M 0.01% +129,005 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 832,088 $46.1M 0.03% -386,682 13F-HR Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 809,466 $44.8M 12.85% +18,775 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 804,115 $44.5M 0.01% +88,052 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 802,468 $44.4M 0.09% +14,595 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 791,502 $43.8M 0.01% -3,945 13F-HR/A Timeline Group TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 749,145 $41.5M 9.35% +213,287 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 727,544 $40.3M 8.88% +10,045 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 699,228 $38.7M 0.01% -237 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 695,613 $38.5M 0.04% -18,841 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 684,838 $37.9M <0.01% +87,893 13F-HR/A Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 650,596 $36M 0.51% +175,228 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 640,000 $35.4M 1.3% +70,000 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 605,352 $33.5M 0.02% +34,268 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 604,760 $33.5M 0.58% +50,570 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 505,605 $28M 0.05% +32,783 13F-HR Timeline Group Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 493,332 $27.3M 0.45% -89,576 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 486,531 $26.9M 0.01% +201,176 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 465,802 $25.8M 0.06% -19,869 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 444,810 $24.6M 1.69% +35,867 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 438,652 $24.3M 2% -16 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 420,464 $23.3M 0.47% +4,607 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/ 406,800 $22.5M 0.02% +183,700 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 402,843 $22.3M 2.87% +48,626 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 395,286 $21.9M 0.32% +15,334 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 393,841 $21.8M 3.73% +40,828 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 393,835 $21.8M 3.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 357,643 $19.8M 0.23% new 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 355,720 $19.7M 1.95% +2,535 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 346,745 $19.2M 0.03% -148,164 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 345,273 $19.1M 0.04% +8,831 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 334,315 $18.5M 0.04% -214,866 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 329,557 $18.2M 0.07% +15,152 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 322,604 $17.9M 0.82% +69,108 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 318,408 $17.6M 5.04% +2,967 13F-HR Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 293,767 $16.3M 12.74% +16,269 13F-HR/A Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 292,879 $16.2M 5.05% +13,710 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 288,076 $15.9M 0.02% +150,619 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 274,197 $15.2M 0.02% -56,637 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 264,333 $14.6M 0.05% +5,534 13F-HR Timeline Group HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 264,300 $14.6M 0.05% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 250,912 $13.9M 0.11% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 247,712 $13.7M 0.07% -293 13F-HR Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 243,810 $13.5M 14.05% +69,193 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 239,924 $13.3M 0.21% +6,798 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 229,365 $12.7M 0.01% new 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 224,339 $12.4M 0.11% +72,267 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 219,063 $12.1M 0.04% new 13F-HR Timeline Group Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 218,499 $12.1M 5.26% +6,880 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 215,326 $11.9M 0.06% +40,841 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 204,119 $11.3M 0.27% +10,779 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 203,746 $11.3M 0.13% +10,407 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 202,959 $11.2M <0.01% -28,090 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 191,300 $10.6M 0.66% +10,063 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 188,280 $10.4M 0.77% +3,749 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 180,505 $9.99M 3.51% +8,774 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 180,184 $9.87M -50,373 Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 176,223 $9.75M 2.61% +4,607 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 174,370 $9.65M 0.03% -604,468 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 154,593 $8.56M 0.48% +23,261 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 147,317 $8.15M +38,001 Timeline Rinkey Investments More: the full row for Rinkey Investments 145,711 $8.07M 2.06% +54,226 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 144,848 $8.02M 2.29% +996 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 141,053 $7.81M 0.24% -396 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 139,985 $7.75M 1.62% +5,252 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 139,542 $7.72M 3.24% -6,928 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 139,430 $7.72M 1.21% +22,500 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 138,225 $7.65M 0.08% -1,772 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 136,374 $7.55M 0.25% -1,334 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 135,249 $7.49M 3.25% +6,601 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 134,475 $7.44M 1.08% +50,007 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 128,474 $7.11M 0.08% -830 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 126,433 $7M 0.24% -500 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 124,057 $6.87M 0.09% +2,809 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 123,680 $6.85M 0.02% -26,557 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 123,466 $6.84M 0.01% -12,691 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 122,859 $6.8M 3.22% +37,161 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 120,674 $6.68M 2.26% -32,742 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 118,085 $6.54M 0.06% +1,000 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 116,049 $6.42M 0.34% +2,954 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 112,351 $6.22M 1.27% +8,191 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 109,798 $6.08M 0.01% -32,242 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 109,165 $6.04M 1.04% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 106,128 $5.87M 1.38% +91,168 13F-HR Timeline Quadratic Capital Management LLC More: the full row for Quadratic Capital Management LLC 105,824 $5.86M 1.53% -20,999 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 105,499 $5.84M 0.06% +3,553 13F-HR Timeline Group S. R. Schill & Associates More: the full row for S. R. Schill & Associates 104,837 $5.8M 3.92% +5,830 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 98,161 $5.43M 0.06% -100 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 97,830 $5.42M 1.19% -9,859 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 97,742 $5.41M 5.16% -743 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 95,080 $5.26M 0.58% +22,068 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 94,498 $5.23M 0.01% +28,208 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 91,009 $5.04M 0.08% -103,379 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 90,637 $5.02M 4.02% +75,773 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 90,115 $4.99M 0.18% +6,992 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 89,823 $4.97M 0.16% +40,930 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 84,952 $4.7M 0.02% +5,147 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 84,754 $4.69M 3.26% +2,155 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 83,974 $4.65M 0.01% +7,043 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 83,549 $4.63M 0.58% +1,499 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 80,575 $4.46M 4.1% +795 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 79,637 $4.41M <0.01% +11,393 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 77,655 $4.3M 0.06% new 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 76,440 $4.23M 0.48% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 75,969 $4.21M 0.11% +4,159 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 74,287 $4.17M 1.79% +307 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 73,925 $4.09M 0.28% +12,719 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 73,598 $4.07M 0.54% +3,151 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 73,401 $4.06M 2.63% +3,804 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 73,329 $4.06M 0.02% +67,341 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 72,479 $4.01M 0.01% -20,559 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 73,305 $4.01M <0.01% +10,840 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 71,598 $3.96M 0.39% +2,329 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 70,366 $3.9M 0.02% 0 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 69,922 $3.87M 0.21% new 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 69,817 $3.85M 0.29% +15,119 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 64,850 $3.84M 2.58% -11,366 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 66,531 $3.67M 0.02% -69,115 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 66,575 $3.62M 0.1% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 64,325 $3.56M 1.24% +19,956 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 62,812 $3.48M 0.02% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 59,785 $3.31M 2.11% -6,305 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 59,486 $3.29M 0.02% -46 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 59,296 $3.28M 0.06% +3,062 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 59,162 $3.27M <0.01% +10,179 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 58,244 $3.22M 0.49% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 57,394 $3.18M 0.93% -8,169 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 55,415 $3.07M 0.08% -18,867 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 54,857 $3.04M 0.4% +39,318 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 52,728 $2.92M 0.07% -2,921 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 52,290 $2.89M 3.23% +38,615 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 48,745 $2.7M 0.45% -24,749 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 46,593 $2.57M <0.01% +6,437 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 45,769 $2.53M 0.28% -10,444 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 45,298 $2.51M 1.14% +383 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 45,277 $2.51M 0.16% -7 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 45,089 $2.5M 0.88% -583 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 42,296 $2.34M 0.71% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 40,818 $2.28M 0.01% +1,873 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 39,357 $2.18M 0.75% +1,010 13F-HR/A Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 38,543 $2.13M 0.47% -4,854 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 37,849 $2.1M 1.68% +4,259 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,233 $2.05M 0.02% +20,844 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 36,622 $2.03M 0.35% -2,785 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 36,541 $2.02M 0.11% +4,904 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 36,425 $2.02M 0.25% +1,015 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 36,382 $2.01M 1.8% -19,227 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 35,873 $1.99M 1.22% -2,400 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 35,622 $1.97M 0.02% +8,129 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 34,990 $1.94M 0.38% +3,068 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 34,564 $1.91M 1.34% +1,272 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 33,402 $1.85M 0.04% -15,569 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 33,282 $1.84M 0.83% +466 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 32,973 $1.83M 0.99% +1,080 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,450 $1.8M <0.01% +17,554 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 30,819 $1.69M 0.82% -22,222 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 29,776 $1.65M 1.6% +91 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 29,360 $1.63M 0.36% +2,365 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 27,410 $1.56M +10,642 Timeline Savvy Advisors, Inc. 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