Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 17,018 $1.27M 0.74% +12,048 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 16,879 $1.26M 0.01% -2,138 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 16,800 $1.25M 0.05% -710 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 16,762 $1.25M 0.17% +1,881 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 16,645 $1.24M 0.18% -257 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,508 $1.23M 0.02% -7,407 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 16,417 $1.22M <0.01% +5,405 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 16,221 $1.21M 0.03% +16,179 13F-HR Timeline Group SIG North Trading, ULC More: the full row for SIG North Trading, ULC 15,814 $1.18M 0.18% -46,984 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 15,354 $1.14M 0.15% new 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 15,353 $1.14M 0.48% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 15,341 $1.14M 0.33% +40 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 15,340 $1.14M 0.02% -124 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 15,213 $1.14M 0.03% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,196 $1.13M 0.01% -1,002 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15,063 $1.12M 0.4% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 14,955 $1.11M 0.2% +79 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 14,952 $1.11M 0.37% -18,119 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 14,712 $1.09M 0.27% +22 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,655 $1.09M 0.01% +898 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,437 $1.08M 0.04% +992 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 14,425 $1.07M 0.1% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,179 $1.06M 0.01% -581 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,118 $1.05M 0.01% -855 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 14,069 $1.05M 0.13% +3,675 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 14,026 $1.04M 0.08% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 13,915 $1.04M 0.32% +1 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,824 $1.03M 0.01% +2,158 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 13,740 $1.02M 0.02% +850 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,736 $1.02M <0.01% +1,056 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 13,652 $1.02M 0.05% +328 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,633 $1.02M 0.02% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 13,465 $1M 0.75% +283 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 13,450 $1M 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,359 $995K 0.01% +1 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 13,335 $993K <0.01% -5,737 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 13,307 $991K 0.12% -10,143 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 13,250 $987K 0.42% 0 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 13,166 $981K <0.01% +6,458 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,157 $980K 0.04% -1,621 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 13,104 $978K <0.01% +1,874 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 13,070 $974K 0.03% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 13,063 $973K 0.12% -62 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,980 $967K 0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,907 $961K 0.03% +875 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 12,891 $960K 0.04% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,890 $960K 0.05% -57 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 12,843 $957K 0.17% 0 13F-HR Timeline MMCAP International Inc. SPC in group MMCAP More: the full row for MMCAP International Inc. SPC 12,800 $953K 0.11% new 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 12,745 $949K <0.01% +1,250 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 12,304 $917K 0.24% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,278 $915K 0.06% +1,632 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 12,206 $909K 0.18% -44 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,202 $909K 0.01% +1,249 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,180 $907K 0.01% -556 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 12,126 $903K 1.37% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 11,955 $891K 0.38% -8 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,942 $890K 0.02% -221 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,911 $887K 0.02% -260 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,589 $863K 0.02% -367 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 11,518 $858K 0.26% -288 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,489 $856K <0.01% +807 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11,424 $853K 0.18% +675 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,420 $851K 0.01% -1,226 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 11,403 $849K 0.47% -392 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11,393 $849K 0.01% -4,003 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 11,210 $835K 0.03% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,836 $807K 0.03% -168 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,773 $802K 0.01% -9,453 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 10,705 $797K 0.28% -8,871 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,561 $787K 0.01% +412 13F-HR/A Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 10,427 $776K <0.01% -510,123 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 10,414 $776K 0.01% -1,630 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,341 $770K <0.01% -114 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,247 $763K 0.03% -267 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 10,199 $760K 0.04% +6,977 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 10,192 $759K 0.14% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,077 $751K 0.02% +68 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,076 $751K 0.03% +261 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,062 $750K 0.13% -321 13F-HR Timeline Timelo Investment Management Inc. in group Timelo Investment Management … More: the full row for Timelo Investment Management Inc. 10,000 $745K 1.24% new 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,967 $742K 0.01% -3,051 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,967 $742K 0.02% -1,074 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 9,951 $741K <0.01% +2,143 13F-HR/A Timeline DigitalBridge Group, Inc. in group DigitalBridge Group, Inc. More: the full row for DigitalBridge Group, Inc. 9,900 $737K 0.06% new 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,799 $730K 0.02% -37 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 9,739 $725K 0.01% -5,005 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,739 $725K 0.06% -5,005 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 9,700 $723K 0.12% -28,278 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,572 $713K 0.01% -992 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,559 $713K <0.01% +14 13F-HR/A Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 9,500 $708K 0.13% -673 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,436 $703K 0.01% +108 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 9,425 $702K 0.08% -375 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,172 $699K 0.02% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,361 $697K 0.04% +32 13F-HR Timeline Group REAVES W H & CO INC More: the full row for REAVES W H & CO INC 9,344 $696K 0.01% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,286 $692K 0.01% -190 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,887 $691K 0.14% +1,455 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 9,183 $684K 0.03% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,122 $679K 0.13% -9,288 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,046 $674K 0.11% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,020 $672K 0.08% -1,002 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 9,000 $670K 0.07% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 8,750 $653K 0.27% -139 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,727 $650K 0.26% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 8,652 $644K 0.07% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 8,586 $640K 0.37% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,467 $630K 0.09% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,377 $624K <0.01% +1,011 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 8,355 $622K 2.36% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,260 $615K 0.17% -250 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,254 $615K 0.04% -1,757 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 8,229 $613K 0.01% -1,184 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,201 $611K 0.01% +833 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,166 $608K 0.01% +1,032 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,112 $606K 0.24% -1,878 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,120 $605K 0.01% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,035 $599K 0.03% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,994 $595K 0.01% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,819 $582K 0.02% +881 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,804 $580K 0.02% +76 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,698 $573K <0.01% +678 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 7,694 $573K 0.27% +121 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,683 $572K 0.01% -923 13F-HR/A Timeline Elefante Mark B More: the full row for Elefante Mark B 7,590 $565K 0.36% +1,065 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,523 $560K <0.01% -200 13F-HR/A Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,500 $559K 0.09% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,477 $557K 0.02% +859 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,425 $553K 0.13% -105 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 7,414 $552K <0.01% 0 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 7,340 $547K 0.08% -30,360 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,310 $545K 0.02% -325 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,244 $540K 0.01% +20 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,242 $539K 0.01% -881 13F-HR Timeline Group GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 7,223 $538K 0.01% +70 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,081 $527K 0.05% -308 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,935 $526K 0.08% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 7,039 $524K 0.45% -370 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 7,029 $524K 0.25% -749 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 7,011 $522K 0.14% -138 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,185 $517K 0.15% -579 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 443 $517K 0.39% -6,478 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 6,912 $515K 0.53% -278 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 6,878 $512K 0.2% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,768 $504K 0.28% -159 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,764 $504K 0.01% +204 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 6,753 $503K 0.15% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,755 $503K 0.03% +336 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 6,738 $502K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,659 $496K 0.01% -147 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,648 $495K <0.01% -342,292 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,598 $491K 0.01% -28,608 13F-HR/A Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,573 $490K 0.17% -5,220 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 6,343 $485K 0.72% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,512 $485K 0.01% -101 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,489 $483K 0.15% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,476 $481K 0.01% -1,026 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 6,367 $474K 0.05% +400 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,287 $468K 0.05% -145 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,236 $465K 0.01% -7,373 13F-HR/A Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 6,214 $463K 0.26% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 6,200 $462K 0.21% +700 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,175 $460K 0.22% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 6,120 $456K 0.01% +10 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,076 $453K 0.02% -1,231 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 6,006 $447K 0.07% 0 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. 6,000 $447K 0.01% 0 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 5,993 $446K 0.26% 0 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 5,860 $437K <0.01% +1,516 13F-HR Timeline Group Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 5,843 $435K 0.32% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,801 $432K 0.02% +707 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,788 $431K 0.01% +3,231 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 5,766 $430K 0.18% +175 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,778 $430K 0.13% -288 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,775 $430K <0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,719 $426K 0.01% -183 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,710 $425K 0.23% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,607 $418K 0.06% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,600 $417K <0.01% -461,374 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,560 $414K 0.02% 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 5,549 $413K 0.14% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,507 $410K 0.03% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 5,505 $410K 0.23% +371 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,346 $398K 0.03% +378 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,270 $393K 0.02% +1,024 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,231 $390K <0.01% +284 13F-HR/A Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,228 $389K 0.03% -4,511 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,453 $388K 0.17% -58 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,205 $388K <0.01% -612 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,201 $387K 0.11% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,182 $386K 0.02% +9 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,081 $378K 0.01% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,066 $377K 0.06% +66 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,049 $376K 0.07% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,045 $376K <0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,045 $376K 0.03% new 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,003 $373K 0.02% +2,415 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,987 $371K 0.01% -847 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,957 $369K 0.33% -370 13F-HR Timeline