DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 36,237 $922K <0.01% -4,875 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 36,076 $918K 0.01% +906 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 35,982 $916K 0.01% -14,666 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 35,874 $913K 0.27% -5,038 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 35,307 $899K <0.01% -2,893 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 34,906 $888K 0.01% +2,348 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 34,481 $878K 0.02% +4,401 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 33,139 $843K 0.04% +793 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 32,395 $824K 0.04% -1,079 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 32,037 $815K <0.01% +18,192 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 31,973 $814K 0.31% -93 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 31,756 $808K 0.01% new 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 30,597 $779K 0.5% +7,438 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 30,528 $777K 0.02% new 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 29,996 $763K 0.28% -3,354 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 29,153 $742K 0.12% -377 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 28,950 $737K 0.07% +4,000 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 28,936 $736K 0.01% +4,560 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 28,550 $732K 0.01% -8,730 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 28,684 $730K 0.02% -5,341 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 28,392 $723K 0.02% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 27,874 $709K 0.06% +49 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 27,271 $694K <0.01% +956 13F-HR/A Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 27,199 $692K 0.02% +3,009 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 26,863 $684K 0.04% -4,652 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 26,790 $682K 0.03% new 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 26,271 $669K 0.02% -98,685 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 26,269 $669K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 26,232 $668K 0.04% +5,207 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 25,457 $658K 0.04% +358 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 25,628 $652K 0.01% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 25,584 $651K 0.01% +2,141 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 25,391 $646K 0.01% +15,094 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,093 $639K <0.01% +8,707 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 25,046 $637K <0.01% -21,872 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 24,505 $624K <0.01% +296 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 23,000 $585K 0.28% new 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 23,000 $585K 0.43% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,680 $577K <0.01% +4,369 13F-HR Timeline Group QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 22,655 $577K 0.51% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 22,600 $575K 0.07% +1,910 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 22,404 $570K <0.01% 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 22,136 $563K 0.01% -1,566 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 22,090 $562K 0.31% -325 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 22,045 $561K 0.01% +2,613 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,977 $559K 0.02% +719 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 21,872 $557K 0.03% +7,444 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 21,043 $536K 0.03% +1,771 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 20,894 $532K 0.05% -2,672 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 20,605 $524K 0.03% +586 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 19,931 $507K 0.07% +2,052 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 19,858 $505K 0.01% -2,079 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19,703 $501K 0.01% +520 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 19,374 $493K 0.02% -15,693 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 19,270 $490K 0.37% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 19,264 $490K 0.26% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 19,188 $488K 0.01% +3,755 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 18,781 $478K 0.01% -7,880 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 18,592 $473K 0.11% +2,707 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 18,579 $473K 0.03% +314 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 18,461 $470K 0.03% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 18,407 $468K 0.1% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 18,331 $467K 0.09% +7,356 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 18,190 $463K 0.03% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 18,115 $461K 0.19% +1,660 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 18,046 $459K <0.01% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,967 $457K <0.01% 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 17,964 $457K 0.27% -982 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 17,880 $455K 0.05% +140 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 17,856 $454K <0.01% +6,003 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,454 $444K 0.02% -84,069 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,169 $437K <0.01% +11,236 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,158 $437K <0.01% +4,724 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,910 $430K 0.01% +752 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 16,889 $430K <0.01% +85 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 16,667 $424K 0.05% -586 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 16,460 $420K 0.17% -1,854 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,984 $407K 0.01% +718 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 15,914 $405K 0.08% -402 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 15,807 $402K 0.06% +1,802 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 15,499 $394K 0.03% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 15,223 $387K 0.14% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 15,166 $386K 0.09% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,132 $385K <0.01% +2,178 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,039 $383K 0.01% +1,451 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 15,000 $382K <0.01% +14,977 13F-HR Timeline Group PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 14,961 $381K 0.81% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,886 $379K 0.01% +498 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 4,100 $375K 0.09% -73,065 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,321 $364K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,252 $363K <0.01% +2,939 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 14,045 $357K 0.01% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 13,896 $354K 0.08% +720 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 13,600 $346K 0.01% new 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,465 $343K 0.11% +229 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,956 $330K 0.01% +580 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 12,772 $325K 0.13% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,565 $320K <0.01% +325 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 12,500 $318K 0.09% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,416 $316K 0.03% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,063 $312K 0.01% +643 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 12,167 $310K 0.05% -81 13F-HR/A Timeline ARWA LLC More: the full row for ARWA LLC 12,100 $308K 0.18% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 12,076 $307K 0.02% +814 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,006 $306K 0.03% -96 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 11,979 $305K 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,951 $304K 0.01% +185 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 11,937 $304K 0.05% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,897 $303K <0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,608 $295K <0.01% +124 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 11,598 $295K 0.08% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,521 $293K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,495 $293K <0.01% +1,126 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 11,335 $288K 0.04% -18,013 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,293 $287K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11,124 $283K 0.01% -79,022 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 10,984 $280K 0.11% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,939 $278K <0.01% -490 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 10,904 $277K 0.16% -146 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,866 $277K <0.01% -838 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,834 $276K 0.01% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 10,770 $274K 0.08% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,721 $273K 0.07% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 10,700 $272K <0.01% -73,093 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,692 $272K 0.15% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,679 $272K 0.01% -251 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,645 $271K <0.01% +9,082 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 10,506 $267K 0.22% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,402 $265K <0.01% +89 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,168 $259K 0.01% -340 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,078 $256K 0.02% -2 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 10,061 $256K 0.06% -3,061 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,877 $251K 0.01% -2,135 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 9,066 $231K 0.04% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,052 $230K 0.04% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,050 $230K 0.1% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 8,972 $228K 0.14% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,966 $228K 0.02% new 13F-HR/A Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,947 $228K 0.07% 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,875 $226K 0.01% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,864 $226K 0.04% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,863 $226K <0.01% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 8,827 $225K 0.13% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,806 $224K 0.01% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 8,805 $224K 0.03% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,798 $224K <0.01% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,205 $223K <0.01% +142 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 8,757 $223K <0.01% new 13F-HR/A Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 8,299 $211K 0.07% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,298 $211K 0.01% -4,372 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,251 $210K <0.01% new 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,158 $208K 0.06% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,100 $206K 0.04% -3,012 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,048 $205K <0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,031 $204K 0.01% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 8,026 $204K 0.06% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,000 $204K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,959 $203K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,650 $195K <0.01% +946 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,316 $186K <0.01% +1,198 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) 7,046 $179K <0.01% -166 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,038 $179K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,898 $176K <0.01% +282 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 6,161 $157K 0.02% -228 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,688 $145K 0.01% +216 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 5,008 $127K 0.08% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,000 $127K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,342 $111K <0.01% +1,036 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,315 $110K 0.01% +517 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,250 $108K 0.01% +18 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,572 $91K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 39,743 $90.2K <0.01% +5,200 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,213 $81.8K <0.01% +205 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,191 $81.2K 0.01% +40 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,160 $80.4K 0.06% -912 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,131 $79.7K 0.02% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,700 $68.7K <0.01% 0 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,510 $63.9K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,495 $63.5K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,470 $62.9K <0.01% -160 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,421 $61.6K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,372 $60.4K 0.01% +1,501 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,248 $57.2K 0.04% -169 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,215 $56.4K <0.01% +2,182 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,186 $55.6K <0.01% +445 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,068 $52.6K 0.04% -81 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,000 $51K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,930 $49.1K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,823 $46.4K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,797 $45.7K 0.01% +413 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,680 $42.8K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,611 $42.4K <0.01% +141 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,640 $42K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,628 $41.4K <0.01% -583 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,534 $39K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,520 $38.7K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,485 $37.8K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,476 $37.6K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,451 $36.9K 0.01% +322 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,439 $36.6K 0.01% new 13F-HR Timeline