Essential Partners LLC More: the full row for Essential Partners LLC 11,514 $871K 0.29% +3,211 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 11,433 $865K 0.03% 0 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 11,437 $865K 0.03% -118 13F-HR Timeline NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 11,417 $863K -645 Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 11,400 $862K <0.01% -500,046 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 35,041 $859K 0.01% +7,799 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 11,348 $858K <0.01% +22 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,341 $858K <0.01% -2,871 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 11,154 $843K 0.01% -49,312 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 11,126 $841K 0.03% +822 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,988 $831K <0.01% -616 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,975 $830K 0.01% +267 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,958 $829K 0.02% -152 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,916 $826K 0.07% +761 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 10,908 $825K 0.01% -1,251 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,739 $812K 0.14% -1,437 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 10,569 $799K 0.01% -21,161 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 10,356 $783K 0.54% -524 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 10,300 $779K 0.01% 0 13F-HR Timeline Group Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 10,300 $779K 0.01% +100 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 10,249 $775K 0.02% -11,303 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 10,238 $774K 0.05% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 10,002 $756K 0.01% -68,264 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,841 $746K <0.01% -3,709 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 9,843 $744K 0.3% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,557 $723K 0.03% -658 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,511 $719K 0.02% +850 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 9,442 $714K 0.02% 0 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 9,421 $712K 0.01% -3,576 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 9,394 $710K 0.01% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 9,375 $709K 0.02% -542 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,361 $708K 0.01% +3,856 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 9,358 $708K 0.03% -8 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,196 $703K 0.02% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 8,962 $678K 0.02% -46,185 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 8,904 $673K 0.32% +1,054 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 8,671 $656K 0.02% -500 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 8,550 $647K 0.04% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,779 $647K 0.02% 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 8,504 $643K 0.01% -212,307 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,387 $639K <0.01% +122 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 8,218 $636K <0.01% -97 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,285 $627K <0.01% +46 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,151 $617K <0.01% +1,685 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 8,152 $616K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 8,210 $616K 0.04% +2,471 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,004 $605K 0.02% +307 13F-HR Timeline Group EDMP, INC. More: the full row for EDMP, INC. 7,996 $605K 0.48% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,976 $603K <0.01% +1,003 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,952 $601K <0.01% -1,532,992 13F-HR Timeline Group CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 7,652 $579K 0.29% -125 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 7,568 $572K 0.45% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,562 $572K 0.02% +3,857 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 7,534 $570K 0.22% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,500 $567K 0.02% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,479 $566K 0.09% +1,875 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,469 $565K 0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 7,456 $564K 0.32% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 7,455 $564K <0.01% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,366 $557K 0.04% new 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 7,364 $557K 0.34% +479 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,294 $552K 0.01% +295 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,293 $551K 0.02% +511 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,268 $550K <0.01% +847 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,265 $549K 0.03% +6,817 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,260 $549K 0.08% +3,506 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 7,234 $547K 0.01% -1,575 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,227 $547K 0.01% +2,488 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,221 $546K 0.01% +253 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,220 $546K 0.03% +150 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 7,202 $545K 0.03% +61 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,140 $540K 0.01% -378 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 7,132 $539K 0.22% +977 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 7,016 $531K 0.01% new 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,705 $516K 0.05% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,794 $514K 0.01% -81 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 6,780 $513K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,754 $511K 0.02% -935 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 6,728 $509K 0.14% +647 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,717 $508K 0.06% -1,006 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,571 $497K 0.02% +3,493 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,527 $494K 0.02% +309 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,456 $488K 0.03% new 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 6,422 $486K 0.07% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 6,389 $483K 0.06% -189 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,222 $476K 0.19% +196 13F-HR/A Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,242 $472K 0.14% +493 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,234 $471K 0.02% -474 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 6,202 $469K 0.03% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,109 $462K 0.02% -80 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 6,100 $461K 0.16% +1,750 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,093 $461K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,078 $460K 0.01% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,054 $458K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,989 $453K 0.08% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,137 $452K 0.18% -49 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,945 $450K 0.01% +510 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,884 $445K 0.04% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,883 $445K 0.01% +2,812 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 5,864 $443K 0.16% +76 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,781 $437K 0.01% -18,002 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,778 $437K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,748 $435K 0.02% -2,085 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,664 $428K 0.05% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,618 $425K 0.05% +343 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,606 $424K 0.09% new 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,517 $417K 0.04% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 5,488 $415K 0.07% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,430 $411K 0.06% -6,233 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,396 $408K 0.05% +2,263 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,388 $407K 0.03% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,374 $406K <0.01% +658 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,324 $403K 0.01% +957 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,321 $402K <0.01% +1,762 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,301 $401K 0.03% +1,032 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 5,012 $397K 0.01% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,243 $396K <0.01% -1,064,156 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,177 $391K 0.03% -22,947 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,172 $391K 0.22% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 5,133 $388K 0.09% +384 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,117 $387K 0.02% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,079 $384K 0.11% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,032 $381K 0.01% -537 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,011 $379K 0.02% +13 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 5,000 $378K 0.05% +1,000 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 4,969 $376K 0.18% -80 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,951 $374K 0.03% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,925 $372K 0.02% -152 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,925 $372K 0.01% -130 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,900 $371K 0.02% +872 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,808 $367K 0.01% +1,558 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,758 $360K <0.01% -1,714 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,755 $360K 0.06% +1,026 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 4,735 $358K 0.07% -563 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,719 $357K 0.03% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,705 $356K <0.01% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 4,700 $355K 0.2% new 13F-HR/A Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,693 $355K 0.18% +3,728 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,225 $354K 0.04% +100 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,575 $346K <0.01% -5,977 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 4,551 $344K 0.48% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,541 $343K 0.14% +262 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,525 $342K <0.01% -200 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,363 $342K 0.01% new 13F-HR/A Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,490 $340K 0.05% +153 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,356 $329K 0.02% +408 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,312 $326K 0.02% +203 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,286 $324K 0.03% +235 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,274 $323K <0.01% +2,320 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,256 $322K 0.02% new 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,831 $322K 0.14% 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,239 $321K 0.19% -159 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,216 $319K <0.01% -694 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,204 $318K 0.05% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,196 $317K 0.01% -313 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 4,182 $316K 0.23% +53 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,179 $316K 0.17% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,137 $313K 0.05% new 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 6,009 $313K +5,049 Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,113 $311K 0.02% -1,782 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,109 $311K 0.17% +123 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,104 $310K 0.05% +652 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,080 $309K 0.31% 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 4,032 $305K 0.02% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,940 $302K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,989 $302K 0.2% +131 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,939 $298K <0.01% -1,016 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 3,840 $290K 0.04% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,800 $287K <0.01% new 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 3,781 $286K 0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 3,773 $285K 0.1% 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,762 $284K 0.01% +3,189 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,750 $284K <0.01% new 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,729 $282K 0.01% -4,456 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,633 $275K 0.03% +137 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,595 $272K 0.01% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,544 $268K 0.06% -400 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,544 $268K 0.05% -400 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,506 $265K 0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,488 $264K 0.02% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,486 $264K 0.04% +306 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,479 $263K 0.08% -432 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,447 $261K 0.04% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,458 $260K 0.01% -452 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,420 $259K 0.02% 0 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,419 $259K 0.02% -11 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,362 $257K 0.06% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,397 $257K 0.01% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,372 $255K 0.12% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,316 $251K 0.01% new 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 3,300 $250K 0.12% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,875 $249K 0.01% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 3,274 $248K 0.05% -756 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 3,269 $247K 0.15% +8 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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