CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 130,356 $5.45M 0.03% +62,113 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 129,704 $5.42M 0.46% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 129,444 $5.41M 0.69% -2,463 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 127,971 $5.35M 0.18% new 13F-HR/A Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 127,494 $5.33M 0.01% -10,811 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 130,134 $5.33M 0.09% 13F-HR/A Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 123,608 $5.3M 0.01% +3,033 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 125,752 $5.26M 1.24% +1,514 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 125,573 $5.25M 0.09% -70 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 124,815 $5.22M 1.81% -152 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 124,576 $5.21M 0.33% +2,099 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 124,217 $5.2M 0.19% -382 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 120,774 $5.15M 0.34% -19,713 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 121,558 $5.08M 0.25% -182 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 119,663 $5M 0.14% -11,755 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 118,587 $4.96M 0.14% +1,940 13F-HR/A Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 118,572 $4.96M 3.39% +3,634 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 118,432 $4.95M 1.53% -1,847 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 117,569 $4.92M <0.01% +58,127 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 115,165 $4.82M 2.26% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 115,081 $4.81M 0.06% +49,814 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 114,150 $4.77M 0.35% +10,087 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 113,970 $4.77M <0.01% +9,168 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 113,579 $4.75M 0.01% -181 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 113,116 $4.73M 2.09% -4,057 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 115,017 $4.73M 0.08% -82,331 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 112,807 $4.72M 0.17% +4,553 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 112,717 $4.71M 0.07% -4,960 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 112,525 $4.71M 0.29% -42,826 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 112,423 $4.7M 2.12% 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 112,313 $4.7M 0.58% -17,500 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 112,269 $4.7M 0.76% +64,331 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 111,690 $4.67M 0.42% -39,838 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 111,643 $4.67M 3.23% -2,465 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 111,398 $4.66M 0.02% -382 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 111,311 $4.66M 0.09% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 111,115 $4.65M 1.13% 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 110,332 $4.61M 0.46% -867 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 110,105 $4.6M 0.02% +607 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 109,332 $4.57M 1.26% +10,968 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 109,143 $4.56M 0.36% -3,021 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 108,830 $4.55M 3.18% 0 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 108,486 $4.54M 1.64% +1,838 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. 108,007 $4.52M 0.08% -8,973 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 107,715 $4.5M 0.16% -246,525 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 107,371 $4.49M 0.06% +10,007 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 107,156 $4.48M 0.05% +11,300 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 106,985 $4.47M 0.68% +1,213 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 106,825 $4.47M 4.48% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 106,757 $4.46M 2.58% 0 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 105,573 $4.42M 0.81% +576 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 104,837 $4.39M 0.12% -4,286 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 104,998 $4.39M 0.18% +2,584 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 104,252 $4.36M 0.06% -5,068 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 103,848 $4.34M 0.25% -2,445 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 103,151 $4.31M 0.53% +6,279 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 104,292 $4.3M 4.19% +4,260 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 102,469 $4.29M 2.09% +2,921 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 102,022 $4.27M 0.04% -687,523 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 100,929 $4.22M 0.05% -1,709 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 100,097 $4.19M 0.16% -376 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 100,000 $4.18M 2% 0 13F-HR Timeline International City Management Associati… More: the full row for International City Management Association Retirement Corp 99,782 $4.17M 2.57% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 99,430 $4.16M 1.82% -92,472 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 98,439 $4.12M 2.55% +125 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 97,978 $4.1M 1.3% -5,248 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 97,140 $4.06M 0.58% +8,498 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 96,314 $4.02M 0.1% -1,273 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 94,410 $3.95M 0.03% -8,620 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 93,869 $3.93M 0.58% +70,831 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 93,341 $3.9M 0.11% +158 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 92,799 $3.88M 0.07% +9,086 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 92,225 $3.86M 0.02% +699 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 90,609 $3.79M 2.08% +2,347 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 89,228 $3.73M 0.05% +314 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 88,763 $3.72M 0.25% -1,090 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 88,105 $3.68M 1.1% -1 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 85,797 $3.59M 0.02% +7,922 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 85,566 $3.58M 2.77% -4,265 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 84,964 $3.55M 0.25% -439 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 84,631 $3.54M 0.44% +113 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 83,127 $3.48M 0.05% -389 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 81,963 $3.43M 0.02% -8,382 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 81,910 $3.43M 1.31% +1,474 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 81,085 $3.4M 0.04% -162,018 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 80,007 $3.35M 0.11% +1 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 79,900 $3.34M 0.22% -174,299 13F-HR Timeline Group All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 79,542 $3.33M 1.3% -21,539 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 79,003 $3.3M 0.1% -38,293 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 78,758 $3.29M 0.59% -1,930 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 78,753 $3.29M 0.01% -4,195 13F-HR Timeline Group EWG Elevate Inc. More: the full row for EWG Elevate Inc. 78,569 $3.29M 1% +3,019 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 78,345 $3.28M 0.03% -13,373 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 77,914 $3.26M 0.02% -252 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 76,662 $3.21M 0.53% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 76,459 $3.2M 0.07% -8,707 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 76,162 $3.19M 2.33% +2,162 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 76,128 $3.18M 0.64% -258 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 76,020 $3.18M 0.09% +3,694 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 74,900 $3.15M 0.27% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 75,112 $3.14M 0.03% +395 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 74,939 $3.13M 0.58% -2,646 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 74,866 $3.13M 0.11% -1,526 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 74,843 $3.13M 0.43% +5,789 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 74,323 $3.11M 0.05% +24,367 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 73,571 $3.08M 0.99% -800 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 73,210 $3.06M 0.56% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 68,974 $3.06M 0.01% +24,241 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 72,639 $3.04M 0.84% -65 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 71,803 $3M 0.54% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 70,811 $2.96M <0.01% +24,605 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 70,259 $2.94M 0.15% +1,542 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 69,544 $2.91M 1.14% +1,637 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 69,387 $2.9M 0.31% -37 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 69,204 $2.89M 0.03% -11,757 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 68,592 $2.87M 0.53% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 68,125 $2.85M 0.57% +55,650 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 67,951 $2.84M 0.27% +28,974 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 64,583 $2.83M 2.16% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 67,585 $2.83M 0.29% -6,234 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 67,365 $2.82M 2.19% -1,200 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 66,913 $2.8M 0.66% +1,403 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,934 $2.8M 0.14% -65,387 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 66,673 $2.79M 0.02% +28,354 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 66,568 $2.78M 2.13% 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 66,277 $2.77M 0.04% -5,481 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 66,075 $2.76M 2.01% -4,397 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 66,048 $2.76M 0.18% +5 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 64,505 $2.7M 0.03% +20 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 64,470 $2.7M 0.41% +4,505 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 64,402 $2.69M 0.72% -4,997 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 62,858 $2.63M 0.02% +16,949 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 62,746 $2.62M 0.11% -759 13F-HR/A Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 62,359 $2.61M 0.13% +1,850 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 62,292 $2.61M 0.1% +1,722 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 61,499 $2.57M 0.57% +6,704 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 61,484 $2.57M 0.12% +316 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 61,489 $2.57M 0.09% +1,924 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 61,295 $2.56M 0.13% -1,093 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 61,316 $2.56M 2% 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 60,561 $2.53M 0.11% -756 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 60,356 $2.52M 0.92% +156 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 59,606 $2.49M 0.44% +1,101 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 58,832 $2.46M 0.42% -76 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 58,813 $2.46M 0.07% -7 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 57,819 $2.42M 0.13% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 57,651 $2.41M 0.03% +29,608 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 56,778 $2.37M 1.33% -6,510 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 56,733 $2.37M 0.02% -7,473 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 55,857 $2.34M 0.01% -176 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 55,558 $2.32M 0.15% -14,973 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 55,526 $2.32M 0.34% +7,020 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 55,331 $2.31M 0.08% +3,666 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 55,033 $2.3M 0.03% +3,312 13F-HR/A Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 54,000 $2.26M 0.12% -3,615 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 53,809 $2.25M 0.78% +1,173 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 53,784 $2.25M <0.01% +7,883 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 53,685 $2.25M 0.23% -44,658 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 53,580 $2.24M 0.02% +1,853 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 53,493 $2.24M 0.05% -2,068 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 53,358 $2.23M 0.19% -299 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 53,039 $2.22M 0.32% +19,226 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 53,023 $2.22M 0.07% -2,218 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 52,909 $2.21M 0.28% -296 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 52,370 $2.19M 0.75% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 52,169 $2.18M 0.51% +3,997 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 52,101 $2.18M 0.03% -461 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51,861 $2.17M 0.06% +3,129 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 51,684 $2.16M 0.14% -2,379 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 51,633 $2.16M 0.02% +1,525 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 51,471 $2.15M 1.24% +44,833 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 51,273 $2.14M 0.04% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 51,086 $2.14M 0.02% +13,575 13F-HR Timeline Group Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 50,490 $2.11M 0.23% -68,426 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 50,460 $2.11M 0.01% -775 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 50,355 $2.11M <0.01% new 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 50,231 $2.1M 0.13% +48 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 50,145 $2.1M 0.81% -4,644 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 49,516 $2.07M 0.02% -1,831 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 49,419 $2.07M 0.1% +209 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 49,249 $2.06M 0.41% -458 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 49,248 $2.06M 0.06% -528 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 49,116 $2.05M 0.23% +738 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 49,067 $2.05M 0.43% -933 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 48,571 $2.04M 0.02% +10,600 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 47,048 $2.04M 0.12% -6,039 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 48,774 $2.04M +496 Timeline World Investment Advisors More: the full row for World Investment Advisors 48,660 $2.03M 0.06% +28,435 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 48,660 $2.03M 1.35% -9,955 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 48,126 $2.01M 0.67% 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 46,877 $2M 0.9% +310 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 47,633 $1.99M <0.01% +39,389 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 47,594 $1.99M 0.06% -3,610 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 47,520 $1.99M 0.46% +10,165 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 47,357 $1.98M 0.05% +1,285 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 47,013 $1.97M 0.03% +1,814 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 46,915 $1.96M 1.24% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 46,893 $1.96M 1.71% -1,363 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 46,128 $1.93M 0.01% +16,077 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 45,895 $1.92M 0.03% -595 13F-HR Timeline