Peterson Wealth Services More: the full row for Peterson Wealth Services 23,402 $1.91M 0.52% +516 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 22,540 $1.83M 0.17% +1,400 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 22,375 $1.82M +3,584 Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 22,139 $1.8M 0.04% +1,826 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 21,892 $1.78M 0.09% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,838 $1.78M 0.01% +807 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 21,825 $1.78M 0.04% -2,375 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 21,654 $1.76M 0.04% +683 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 21,097 $1.72M 0.04% -4,171 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 20,960 $1.71M 0.01% 0 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 20,959 $1.71M <0.01% +14,644 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 20,919 $1.7M 0.04% +2,760 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 20,917 $1.7M 0.42% +20,200 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 20,830 $1.7M 0.04% -83 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) 20,530 $1.67M 0.05% -3,521 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,507 $1.67M 0.04% +343 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 20,350 $1.66M 0.03% -2,237 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 20,680 $1.65M 0.32% -7,085 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 20,316 $1.65M 0.09% +112 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 20,309 $1.65M 0.18% +521 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,050 $1.63M 0.05% -2,532 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 19,887 $1.62M 0.72% +1,313 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 19,844 $1.62M 0.42% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,721 $1.61M 0.01% +2,408 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 19,460 $1.58M 0.4% +211 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 19,347 $1.57M 0.53% -530 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 19,244 $1.57M 0.01% +978 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 19,210 $1.56M 0.88% +58 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 19,081 $1.55M 0.23% -50 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 19,071 $1.55M <0.01% -15,263 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,842 $1.53M 0.02% -1,574 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 18,780 $1.53M 0.05% +5,680 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,641 $1.52M 0.01% -282 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 18,541 $1.51M 0.1% -5,398 13F-HR/A Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 18,344 $1.49M 0.21% +2,495 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 18,284 $1.49M 0.15% +1,525 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 17,510 $1.43M 0.02% +1,160 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 17,476 $1.42M +8,371 Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 17,170 $1.4M 0.5% +2,381 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 17,122 $1.39M 0.15% -1,223 13F-HR/A Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 17,027 $1.39M 0.05% +996 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 16,763 $1.34M -3,347 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,426 $1.34M 0.01% +8,552 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 16,063 $1.31M 0.08% +4,951 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 16,000 $1.3M 0.09% +2,000 13F-HR Timeline SORA INVESTORS LLC More: the full row for SORA INVESTORS LLC 15,715 $1.28M 0.12% -198,570 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 15,400 $1.25M 0.59% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 15,098 $1.23M 0.33% 0 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 14,944 $1.22M 0.01% +4,299 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 14,903 $1.21M 0.05% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 14,760 $1.2M 0.21% +8,643 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 14,607 $1.19M 0.37% +668 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,394 $1.17M 0.03% +6,024 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 14,392 $1.17M 0.01% -256 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,132 $1.15M 0.02% +1,306 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 13,900 $1.13M 0.36% 0 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 13,883 $1.13M 0.1% -544 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 13,633 $1.11M 0.1% -163 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 13,582 $1.11M <0.01% -9,352 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,575 $1.11M 0.02% +3,382 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 13,529 $1.1M 0.9% +366 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,220 $1.08M 0.03% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,085 $1.07M 0.01% +4,885 13F-HR/A Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 12,844 $1.05M 0.13% +10,231 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,575 $1.02M 0.06% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 12,509 $1.02M 0.06% -5,960 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 12,219 $995K 0.15% -75 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,137 $988K 0.01% new 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 12,089 $984K <0.01% +87 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 11,900 $969K 0.04% +667 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,888 $968K 0.08% +2,308 13F-HR/A Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 11,932 $964K 0.01% -11,968 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 11,815 $962K 0.03% -9,417 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 11,786 $960K <0.01% -462 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 11,644 $948K 0.08% +2,268 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,583 $943K 0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 11,482 $935K +424 Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 11,400 $928K 0 Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,330 $927K 0.04% +102 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 11,360 $925K 0.11% +4,539 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,335 $923K 0.12% -494 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,271 $918K 0.01% +5,797 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,212 $913K 0.04% +1,261 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,202 $912K 0.34% -553 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,126 $906K 0.03% +578 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,118 $905K 0.04% +7 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 11,048 $899K 0.02% -220 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 11,000 $896K 0.17% +507 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 10,992 $895K 0.31% -6,990 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,972 $893K 0.06% -293 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 10,784 $878K <0.01% -281 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10,773 $877K 0.02% -765 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 10,591 $856K 0.02% -6,059 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,445 $850K 0.02% -180 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 10,396 $846K 0.7% +228 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,304 $839K 0.01% +2,243 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 10,256 $835K 0.05% +1,116 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 10,150 $826K 0.22% -395 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,109 $823K 0.03% -8 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 10,093 $822K 0.04% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 10,090 $821K 0.48% -152 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,040 $817K 0.03% -20 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,890 $805K <0.01% -5,536 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,855 $802K 0.09% +844 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 9,750 $794K 0.08% 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,744 $793K 0.01% +275 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 9,733 $792K 0.16% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 9,729 $792K 0.02% +204 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,687 $789K 0.03% +6,840 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,607 $782K 0.01% +3,384 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,512 $774K 0.23% +231 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,501 $773K 0.02% +280 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 9,303 $757K 0.49% -1,867 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 9,175 $747K 0.08% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,112 $742K 0.03% -150 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 9,112 $739K 0.14% +4,548 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,987 $732K 0.03% +1,551 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 8,950 $729K 0.29% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,935 $727K 0.12% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 8,908 $725K 0.28% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 8,900 $719K 0.1% -82 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,628 $702K 0.03% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 8,608 $701K 0.01% +213 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,550 $696K 0.01% -3,442 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,535 $695K 0.03% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,521 $694K 0.14% -470 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 8,470 $690K 0.58% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,434 $687K 0.08% +1,495 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,322 $679K 0.02% +945 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,308 $676K 0.01% +676 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,309 $676K 0.08% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,436 $672K 0.04% -3,904 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 8,204 $668K <0.01% -2,050,115 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,094 $659K 0.01% +1,725 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,084 $658K +9 Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,991 $651K 0.06% +363 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,984 $650K 0.08% -1,681 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,956 $648K 0.02% +1,216 13F-HR/A Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,892 $642K 0.04% -51,910 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,865 $640K 0.57% +462 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 7,818 $636K 0.14% new 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 7,748 $631K 0.37% -263 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,724 $629K 0.01% +103 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,715 $628K <0.01% -473 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 7,695 $626K 0.09% +2,826 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,639 $622K 0.01% -3,204 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,600 $619K 0.11% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,566 $616K 0.03% -452 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,566 $616K 0.02% +98 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,468 $608K 0.06% +376 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,415 $604K 0.02% +3,640 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 7,315 $596K 0.34% -588 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 7,275 $592K 0.04% +1 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,264 $591K 0.03% -751 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,897 $590K 0.28% 0 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 7,228 $588K 0.06% +171 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 7,122 $580K 0.42% +1,593 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,114 $579K 0.02% +1,585 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,112 $579K 0.01% +53 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,028 $572K 0.01% +112 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,023 $572K 0.05% -115 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 7,013 $571K 0.15% -17,981 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 7,000 $570K <0.01% 0 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,997 $570K 0.01% +2,146 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,874 $560K 0.06% +442 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,790 $553K 0.01% +3,909 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,765 $551K 0.02% +3,482 13F-HR Timeline Group Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 6,749 $549K 0.45% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 6,711 $546K 0.47% +31 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,709 $546K 0.03% -5 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 6,696 $545K 0.22% -18,567 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 6,664 $543K 0.05% -3,075 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,594 $537K 0.14% -160 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,591 $537K 0.02% +2,920 13F-HR Timeline Group FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 6,545 $533K 0.06% +46 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 6,475 $527K 0.02% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,352 $517K 0.02% -192 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,351 $517K 0.01% +740 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,317 $514K 0.02% +140 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,302 $513K 0.01% +616 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,284 $512K 0.05% -14 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,325 $512K <0.01% -641 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,264 $510K 0.04% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,174 $503K 0.01% +1,107 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 6,168 $502K 0.14% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,156 $501K 0.06% +3,151 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 6,134 $499K 0.11% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,112 $498K 0.02% +112 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,097 $496K 0.06% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,013 $490K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 6,000 $488K 0.05% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,983 $487K <0.01% -56 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,877 $478K 0.02% -1,356 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,867 $478K <0.01% -1,065 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 5,859 $477K 0.14% -10,145 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,737 $467K <0.01% +1,493 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,665 $461K 0.11% -167 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,614 $457K 0.11% -3,197 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,578 $454K 0.04% +1,973 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 5,497 $448K 0.17% -265 13F-HR Timeline