AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,982 $363K <0.01% +469 13F-HR Timeline Group Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 6,847 $356K 0.19% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,724 $350K <0.01% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,601 $343K 0.05% +1,681 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,581 $342K 0.11% +1,608 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,418 $334K 0.2% 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,390 $332K 0.13% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,356 $331K 0.01% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 6,275 $326K 0.28% -1,078 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 6,243 $325K 0.21% 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,144 $320K 0.18% -1,868 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 6,067 $316K 0.27% 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 6,002 $312K 0.36% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,822 $303K 0.17% +912 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,613 $292K 0.29% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,592 $291K 0.04% 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 5,450 $284K 0.16% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 5,443 $283K 0.13% +1,570 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 5,394 $281K 0.09% +516 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,193 $270K 0.01% +826 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,165 $269K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,157 $268K <0.01% +502 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,108 $266K 0.07% -829 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,999 $260K 0.3% 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,990 $260K 0.13% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,964 $258K 0.02% +3,000 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 4,950 $257K 0.13% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,893 $255K 0.05% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 4,886 $254K 0.07% -70 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,752 $247K 0.16% +722 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,644 $242K 0.04% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,559 $237K 0.12% +61 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 4,538 $236K 0.18% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,535 $236K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,525 $235K 0.03% +7 13F-HR Timeline Group Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4,468 $232K 0.18% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,447 $231K 0.02% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,440 $231K 0.06% new 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,434 $231K 0.17% +503 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 4,430 $230K 0.15% new 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,421 $230K 0.02% +471 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,331 $227K 0.12% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,267 $222K 0.03% 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,243 $221K 0.02% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 4,212 $221K 0.06% +156 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4,208 $219K 0.56% 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,988 $207K 0.01% -120 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,978 $207K <0.01% -38 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,941 $205K 0.01% new 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,937 $205K 0.02% 0 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 3,934 $205K 0.02% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,929 $204K 0.04% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,915 $204K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,910 $203K 0.02% -15,800 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,900 $203K 0.04% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,855 $201K 0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,618 $188K 0.03% +1,340 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,521 $183K 0.13% +2,713 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,207 $167K 0.01% +1,289 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,943 $153K 0.02% +444 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,455 $128K 0.04% +1,814 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,278 $120K 0.05% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,167 $113K 0.09% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,935 $101K <0.01% 0 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 1,740 $90.5K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,696 $88.2K 0.03% +390 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,628 $84.7K 0.05% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,617 $84.2K 0.01% +215 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,493 $77.7K 0.02% -1,608 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,425 $74.1K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,372 $71.4K <0.01% -2,787 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,132 $58.9K 0.02% -91 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 1,093 $57.1K 0.04% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,066 $55.4K <0.01% +84 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,061 $55.2K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,019 $53K 0.01% +988 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 919 $47.8K 0.01% +90 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 859 $45.1K 0.01% -72 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 869 $45K 0.04% +55 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 735 $38.4K <0.01% -259 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 712 $37K <0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 575 $29.9K <0.01% -935 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 537 $27.9K 0.02% -101 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 451 $23.5K 0.02% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 442 $23K <0.01% +12 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 411 $21.4K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 286 $14.9K <0.01% -184 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 224 $11.7K <0.01% new 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 221 $11.5K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 205 $10.7K <0.01% +5 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 193 $10K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 193 $10K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 191 $9.91K <0.01% +49 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 158 $8.22K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 145 $7.54K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 141 $7.33K <0.01% -31 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 106 $5.51K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 86 $4.47K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 85 $4.42K <0.01% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 75 $3.9K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 60 $3.12K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 37 $1.93K <0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 35 $1.82K <0.01% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 34 $1.77K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 18 $936 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7 $364 <0.01% -10 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $104 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $53 <0.01% -103 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $52 <0.01% new 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 439,449 $22.9B +154,132 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.