PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 27,500 $2.39M 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 26,991 $2.34M 0.03% +3,449 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 26,712 $2.32M 0.03% +1,863 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 24,500 $2.13M 0.1% -50 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 24,466 $2.12M 0.01% +8,465 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 24,310 $2.11M 0.97% +13,035 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 24,306 $2.11M 0.01% -1,252 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 24,135 $2.1M 0.09% +115 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 24,066 $2.09M 0.01% +175 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,382 $2.03M <0.01% +6,361 13F-HR Timeline Group Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 22,661 $1.97M 1.03% -108 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 22,305 $1.94M 0.25% +532 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,085 $1.83M 0.05% +2,520 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 20,834 $1.81M 0.04% -17,250 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 20,698 $1.8M -2,656 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 20,485 $1.77M <0.01% +998 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,357 $1.77M 0.02% +13,854 13F-HR Timeline Group CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 20,205 $1.75M 0.95% +1,437 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 20,205 $1.75M <0.01% +1,437 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 20,195 $1.75M 0.01% +1,522 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 19,932 $1.73M 0.02% +9,672 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 19,584 $1.7M 0.28% -115 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 19,442 $1.69M 0.02% +844 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 19,306 $1.68M <0.01% -2,080 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 19,294 $1.68M 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 18,627 $1.59M 0.48% -116 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 17,381 $1.5M 0.52% -1,000 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 16,854 $1.46M 0.01% -44 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 16,673 $1.45M 0.03% +52 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 19,363 $1.43M 0.02% +4,962 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,997 $1.39M 0.02% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,940 $1.38M <0.01% -232 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 15,801 $1.37M 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,784 $1.37M 0.04% +466 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,770 $1.37M <0.01% +1,906 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,454 $1.34M 0.02% -70 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,651 $1.27M 0.01% +3,685 13F-HR/A Timeline MOTCO More: the full row for MOTCO 14,390 $1.25M 0.11% +142 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,348 $1.25M <0.01% +2,915 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,932 $1.21M 0.01% -64 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 13,743 $1.19M 0.04% +49 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 13,640 $1.19M 0.12% +10,460 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 13,275 $1.15M 0.16% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,197 $1.15M <0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,131 $1.14M <0.01% +357 13F-HR/A Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 12,760 $1.11M 0.43% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,379 $1.07M 0.02% +3,416 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 12,371 $1.07M 0.04% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,201 $1.06M 0.09% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,103 $1.05M 0.01% -1,027 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,718 $1.02M <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,576 $1.01M 0.01% +1,189 13F-HR Timeline Group Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 11,395 $990K 0.07% +1,750 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 14,267 $989K 0.02% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 11,341 $985K 0.01% +2,345 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,050 $960K 0.02% +57 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 10,705 $929K 0.38% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 10,500 $912K 0.8% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,341 $898K 0.08% -109 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,300 $894K 0.11% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,250 $890K 0.02% -1,008 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,027 $878K <0.01% -14,768 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,764 $848K <0.01% +5,134 13F-HR/A Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,551 $830K 0.01% +824 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,500 $824K <0.01% +2,077 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 9,468 $822K 0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,066 $787K 0.02% +3,738 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,975 $779K 0.02% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,903 $773K 0.04% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,746 $759K <0.01% +664 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,732 $758K <0.01% -654 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 8,700 $756K 0.02% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,601 $747K <0.01% 0 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 8,530 $741K 0.27% -150 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,487 $737K <0.01% +646 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,400 $729K 0.01% -184 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 8,400 $729K 0.01% -184 13F-HR Timeline Group Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 8,259 $717K 0.33% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,254 $717K 0.1% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,177 $710K 0.03% +510 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,865 $683K 0.01% +287 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,857 $682K 0.04% +294 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 7,816 $679K 0.07% -13,502 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 7,004 $653K 0.02% -1,670 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 7,410 $643K <0.01% +609 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 7,220 $628K 0.02% -488 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,126 $619K 0.12% -725 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 6,773 $588K 0.21% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 8,372 $587K 0.42% +3,831 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,470 $562K 0.01% -413 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,414 $557K 0.03% +6 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,413 $557K 0.04% +1 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,400 $556K 0.09% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 6,326 $550K 0.01% -8,990 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,296 $547K <0.01% +576 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,146 $534K <0.01% +305 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 6,111 $531K 0.24% -773 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,000 $521K 0.04% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,957 $517K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,932 $515K 0.06% +441 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) 5,857 $509K 0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,770 $501K <0.01% +327 13F-HR/A Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 5,715 $495K 0.05% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,701 $495K 0.11% +2,752 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,396 $469K 0.31% -100 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,325 $463K 0.26% -633 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,208 $452K <0.01% +4,995 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,185 $450K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,977 $432K 0.06% -37 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,891 $425K 0.01% +197 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,872 $423K 0.22% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,863 $422K 0.05% +56 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,852 $421K <0.01% -11,916 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,955 $415K 0.03% +49 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,700 $408K 0.05% -1,400 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,692 $407K 0.25% +18 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 4,681 $406K 0.03% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,279 $404K 0.16% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,568 $397K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,536 $394K 0.02% +957 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,528 $393K 0.02% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,410 $383K <0.01% +585 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 4,410 $383K 0.1% 0 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,390 $381K 0.05% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 4,373 $380K 0.2% 0 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 4,365 $379K 0.35% -138 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,328 $376K 0.01% -298 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,288 $372K 0.02% -98 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,280 $372K 0.03% 0 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 4,178 $363K 0.28% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,140 $360K 0.01% +408 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,011 $348K 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,979 $346K 0.01% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,977 $345K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,977 $345K 0.08% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,938 $342K 0.11% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,932 $341K 0.02% +491 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,862 $335K <0.01% -291 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 3,840 $333K 0.06% -95 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,791 $329K <0.01% +1 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,778 $328K 0.02% +275 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,671 $324K 0.02% +76 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,700 $321K 0.28% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,689 $321K 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 3,610 $313K <0.01% 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,575 $310K 0.01% -963 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,549 $308K 0.01% +71 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 4,412 $305K 0.09% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,510 $305K 0.08% -50 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,476 $304K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,492 $303K <0.01% +2,384 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,471 $301K 0.02% +4 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,465 $301K 0.01% -3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,460 $300K <0.01% -165 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 3,453 $300K 0.03% +3,043 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 3,420 $297K 0.04% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,398 $295K <0.01% +1,259 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,375 $293K <0.01% +50 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,352 $291K 0.03% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,353 $291K <0.01% +198 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,340 $290K 0.06% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 3,300 $287K 0.03% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,227 $280K 0.06% -2 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,220 $280K <0.01% +303 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,150 $274K <0.01% +1,808 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,137 $272K <0.01% -3,597 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 3,105 $270K 0.05% +122 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,098 $269K <0.01% +3,059 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 3,098 $269K 0.14% new 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,094 $269K 0.08% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,955 $257K 0.12% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,928 $254K <0.01% +7 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,900 $252K 0.1% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,900 $252K 0.02% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,847 $247K 0.02% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,803 $243K <0.01% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,800 $243K 0.01% -1,226 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 2,756 $239K 0.09% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,739 $238K <0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,700 $235K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,332 $235K <0.01% -2,757 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,700 $234K 0.03% new 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,700 $234K <0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,676 $232K <0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,634 $229K 0.02% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,587 $225K 0.03% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,475 $215K <0.01% -217 13F-HR Timeline West Family Investments, Inc. 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