MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 40,242 $3.75M 0.06% +1,995 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 40,090 $3.74M <0.01% +5,950 13F-HR Timeline Group Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 40,000 $3.73M 0.12% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 39,762 $3.71M 1.24% -3,059 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 39,750 $3.71M 0.59% +25,000 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 39,711 $3.7M 0.14% new 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 39,081 $3.65M 2.47% -206 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 38,832 $3.62M 0.07% -153 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 38,675 $3.61M 1.92% -1,440 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 37,755 $3.52M 0.78% -919 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 37,073 $3.46M <0.01% +776 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 36,799 $3.43M 0.02% -5,952 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 36,746 $3.43M 0.3% +6,280 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 36,428 $3.4M -30,978 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 36,342 $3.39M 0.03% +18,609 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 35,900 $3.35M 0.61% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 35,833 $3.34M 0.01% -899 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 35,703 $3.33M 0.38% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 35,219 $3.28M <0.01% -6,657 13F-HR Timeline Group Public Sector Pension Investment Board More: the full row for Public Sector Pension Investment Board 35,039 $3.27M 0.01% 0 13F-HR/A Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 34,766 $3.24M 0.03% -15 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 34,520 $3.22M 1.46% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 34,227 $3.19M <0.01% -6,024 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 33,896 $3.16M 1.51% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 33,746 $3.15M 0.19% +235 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 33,729 $3.15M 0.08% -1,217 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 33,729 $3.15M 0.84% +1,059 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 33,511 $3.13M 0.04% +31,094 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 33,126 $3.09M 0.13% +6,804 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 32,244 $3.01M 0.35% +29,618 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 34,193 $3M 0.05% -334 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 32,149 $3M 0.02% +12,048 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 31,866 $2.97M 1.12% +2,440 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 31,271 $2.92M 0.16% -35 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 31,262 $2.92M 0.62% +298 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 31,170 $2.91M 1.93% -1,455 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 30,368 $2.83M 0.02% 0 13F-HR Timeline Group Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 30,368 $2.83M 0 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 29,694 $2.77M 0.02% +26,153 13F-HR Timeline Corecam AG More: the full row for Corecam AG 29,495 $2.75M 2.35% +585 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 29,410 $2.74M 0.97% -45 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 29,269 $2.73M 0.71% +485 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 28,973 $2.7M 0.13% +3,930 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 28,620 $2.67M 0.16% +1,150 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 28,600 $2.67M <0.01% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 28,063 $2.62M 0.02% -13,510 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 28,062 $2.62M 0.1% +850 13F-HR Timeline Galaxy Digital Inc. in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Inc. 28,000 $2.61M 0.41% new 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 27,958 $2.61M 0.06% +25,205 13F-HR Timeline Group Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 27,939 $2.61M 0.26% -8,941 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 27,685 $2.58M 0.27% -3,682 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 27,301 $2.55M 0.03% +637 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 27,250 $2.54M 0.01% -173,880 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 27,217 $2.54M 0.04% -1,998 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 27,042 $2.52M 0.08% +6,771 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 26,729 $2.49M 0.72% -338 13F-HR Timeline O'Connor Alternative Investments LLC More: the full row for O'Connor Alternative Investments LLC 26,700 $2.49M 0.18% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 26,312 $2.45M 0.93% +7,722 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 26,298 $2.45M 0.31% +446 13F-HR/A Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 26,231 $2.45M 0.63% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,009 $2.43M 0.04% +550 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 25,743 $2.4M 0.49% -389 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 25,402 $2.37M 0.14% +351 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 25,131 $2.34M <0.01% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 24,899 $2.32M 0.07% +6,330 13F-HR/A Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 24,845 $2.32M 0.44% -1,410 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 24,808 $2.31M 0.3% -711 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,984 $2.24M 0.03% +4,867 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 23,909 $2.23M 0.11% +89 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 23,404 $2.18M 0.02% -9,251 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 23,342 $2.18M 0.03% +2,086 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 23,325 $2.18M 0.2% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 23,042 $2.15M 0.17% +1,035 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 22,908 $2.14M <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22,701 $2.12M 0.18% -2,999 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 22,624 $2.11M 0.11% +2,301 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 22,225 $2.07M 0.25% +2,584 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 22,089 $2.06M 0.07% new 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 22,056 $2.06M 1.89% -7,944 13F-HR Timeline Group CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 21,822 $2.04M 1.02% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 21,087 $1.97M 0.38% -296 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,857 $1.95M 0.03% 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 20,659 $1.93M 1.29% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,500 $1.91M 0.04% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 20,497 $1.91M 0.11% +5,859 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 20,342 $1.9M 3.51% +2,904 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 20,315 $1.89M 0.05% 0 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 20,100 $1.87M 1.73% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20,000 $1.87M 0.12% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19,928 $1.86M 0.03% -792 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 19,681 $1.84M 0.21% -541 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 19,503 $1.82M 0.06% 0 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 18,677 $1.74M <0.01% -171,423 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,512 $1.73M 0.04% +5,047 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 18,491 $1.72M 0.48% +8,832 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,300 $1.71M <0.01% +1,309 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 18,278 $1.7M 1.14% +265 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 18,150 $1.69M 0.02% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 18,124 $1.69M 0.54% +768 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 17,940 $1.67M 0.15% +2,021 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 17,863 $1.67M 0.13% +3,001 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 17,795 $1.66M 1.15% +132 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 18,015 $1.66M 0.35% +1,009 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 17,745 $1.66M 0.15% -176 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,225 $1.61M 0.02% +787 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 17,100 $1.59M <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 16,939 $1.58M 0.02% -2,795 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 16,705 $1.56M 0.14% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 16,541 $1.54M 0.17% 0 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 16,500 $1.54M 0.01% 0 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 16,000 $1.49M 0.17% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,751 $1.47M <0.01% -8,662 13F-HR/A Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 15,587 $1.45M <0.01% -6,414 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 15,505 $1.45M 0.58% +1,485 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 15,172 $1.42M <0.01% +1,720 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 15,007 $1.4M 0.51% -200 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,925 $1.39M 0.07% +404 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 14,890 $1.39M 0.12% -4,565 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 14,760 $1.38M 1.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,676 $1.37M 0.11% -5,006 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 14,675 $1.37M 0.01% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 14,611 $1.36M 0.56% +625 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 14,282 $1.33M 0.04% +613 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 14,081 $1.31M 0.41% -193 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 14,040 $1.31M 0.06% -440 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,000 $1.31M 0.09% +289 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,895 $1.3M 0.14% +1,287 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,892 $1.3M 0.01% +1,168 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 13,827 $1.29M 0.7% +530 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,485 $1.26M 0.02% 0 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 13,446 $1.25M 0.63% +1,055 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 13,409 $1.25M 0.18% +70 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 13,378 $1.25M 0.03% -1,629 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 13,308 $1.24M 0.01% -6,977 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 13,217 $1.23M 0.84% -830 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,216 $1.23M <0.01% -26 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 13,198 $1.23M 0.04% -37 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 13,196 $1.23M 0.04% -415 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,770 $1.19M 0.12% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,660 $1.18M 0.01% +4,125 13F-HR/A Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 12,639 $1.18M 0.87% -4,627 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,630 $1.18M 0.01% -335 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 12,512 $1.17M 0.01% +637 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 12,455 $1.16M 0.59% +5 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,440 $1.16M 0.01% +8,771 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 12,367 $1.15M 0.24% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,292 $1.15M 0.03% -1,200 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,187 $1.14M 0.02% -316 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,112 $1.13M 0.04% +876 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 11,823 $1.1M 0.32% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 11,500 $1.07M 0.38% -4 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,433 $1.07M 0.06% +1,584 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,351 $1.06M 0.01% +2,205 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 11,222 $1.05M 0.03% -1,677 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 11,122 $1.04M 0.06% +3,021 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,087 $1.03M 0.05% +2 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,854 $1.01M <0.01% +1,706 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 10,838 $1.01M 0.13% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 10,785 $1.01M 0.15% +171 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 10,762 $1M 0.04% -1,346 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,595 $988K <0.01% +1,325 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 10,409 $973K 0.1% -124 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 10,434 $973K 0.33% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,282 $959K 0.04% +12 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 9,748 $957K 0.31% +6,556 13F-HR Timeline MetLife Inc in group MetLife Investment Management… More: the full row for MetLife Inc 10,189 $950K 7.26% 0 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,124 $944K <0.01% +77 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,973 $930K <0.01% -3,615 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,951 $928K 0.01% -7,165 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 9,880 $922K 0.54% +288 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 9,756 $910K 0.19% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,727 $907K <0.01% +5,477 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,327 $870K 0.42% -294 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,242 $862K 0.02% -201 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,214 $859K 0.03% +1 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9,188 $857K <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 9,109 $848K <0.01% +6,845 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 8,992 $839K 0.04% +47 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,986 $838K 0.09% +435 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,583 $800K 0.01% -1,904 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 8,575 $800K 0.18% +2,100 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 8,479 $791K 0.03% -1,304 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 8,287 $773K 0.07% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Invst, LLC More: the full row for Invst, LLC 8,262 $771K 0.08% +50 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,248 $769K 0.07% +327 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8,238 $768K 0.12% +8,223 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 8,222 $767K 1.32% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 8,204 $765K 0.04% -1,340 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 8,101 $756K <0.01% -1,346 13F-HR Timeline Group Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 8,050 $751K 0.1% +6,550 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,043 $750K 0.01% -173 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 7,980 $744K 0.55% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 7,766 $724K 0.08% 0 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 7,730 $721K 0.46% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,616 $710K 0.03% -552 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 7,505 $700K 0.13% -500 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,500 $700K 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,481 $698K <0.01% +61 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,473 $697K 0.02% +14 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,458 $696K 0.02% -997 13F-HR Timeline