Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 15,383 $1.19M 0.05% +225 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 15,344 $1.18M -378 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,277 $1.18M 0.03% -1,047 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 15,275 $1.18M 0.07% -106 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 15,259 $1.18M 0.12% +1,232 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,245 $1.18M 0.01% +10,044 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,173 $1.17M <0.01% -1,114 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 15,159 $1.17M 0.18% +31 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 15,138 $1.17M 0.07% -11,578 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 15,127 $1.17M 0.02% -85,010 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 15,044 $1.16M +4,002 Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 14,991 $1.16M 0.41% +366 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,897 $1.15M 0.03% -3,160 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,748 $1.14M 0.02% +4,937 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,692 $1.13M 0.02% -2,265 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 14,614 $1.13M 0.19% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 14,612 $1.13M 0.14% -431 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 14,377 $1.11M 0.09% +1,453 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 14,369 $1.11M 0.01% +113 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 14,288 $1.1M 0.12% -3,218 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 14,128 $1.09M 0.31% +3,796 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 14,100 $1.09M 0.37% +542 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,027 $1.08M 0.12% +10,184 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 13,962 $1.08M 0.05% -1,045 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 13,956 $1.07M 0.03% +881 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 13,862 $1.07M 0.79% -36 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 13,718 $1.06M 0.01% +716 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) 13,707 $1.06M 0.03% -25,442 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 13,632 $1.05M 0.01% -5,524 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 13,433 $1.05M 0.1% +2,660 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 13,563 $1.05M 0.53% -1,252 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 13,544 $1.04M 0.1% +543 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 13,483 $1.04M 0.01% -1,719 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 13,481 $1.04M 0.06% +1,547 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,419 $1.03M 0.03% -139 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 13,408 $1.03M 0.05% -4,531 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 13,371 $1.03M 0.04% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 13,118 $1.01M 0.04% -125,205 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 13,000 $1M 0.64% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 12,875 $992K 0.04% +5,565 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12,836 $989K 0.08% +49 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 12,822 $988K 0.26% -19,239 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,782 $985K 0.06% +223 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 12,735 $982K 0.06% +2,969 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,668 $976K 0.06% -1,433 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 12,652 $975K 0.13% +2 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,616 $972K 0.02% -579 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 12,551 $967K 0.08% +218 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 12,530 $966K 0.05% +479 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,520 $965K 0.01% -361 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,364 $963K 0.03% +358 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,420 $957K 0.02% -13,171 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 12,397 $956K 0.41% -3,986 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 12,220 $942K 0.11% +517 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,200 $940K 0.04% -255 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,108 $933K 0.05% -1,965 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,047 $929K 0.11% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 12,001 $925K 0.28% -501 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 12,000 $925K 0.83% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 11,964 $922K 0.19% +2,849 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 11,956 $922K 0.09% -801 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 11,898 $917K 0.17% -90 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 11,871 $915K 0.26% +3,379 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,861 $914K 0.11% +9 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,842 $913K 0.1% -20,385 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 11,790 $909K 0.31% -1,608 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 11,700 $902K 0.09% +600 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,691 $901K 0.02% +38 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 11,679 $900K 0.4% -182 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,677 $900K <0.01% +579 13F-HR Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 11,645 $898K 0.04% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 11,631 $897K 0.09% +230 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,627 $896K 0.07% +281 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 11,593 $894K 0.05% +683 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 11,541 $890K 0.04% -21,337 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 11,449 $882K 0.07% +561 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 11,444 $882K 0.2% +1,256 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,403 $879K 0.02% +59 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,336 $874K 0.01% +236 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 11,319 $872K 0.37% +1,517 13F-HR Timeline 111 Capital More: the full row for 111 Capital 11,276 $869K 0.15% +2,365 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,242 $867K 0.01% -225 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 11,241 $866K 0.02% -1,427 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 11,189 $862K 0.45% +6,159 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 11,146 $859K 0.09% -16,699 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 11,145 $859K 0.07% +4,540 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 11,129 $858K 0.05% -1,852 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,993 $847K 0.04% -817 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 10,886 $839K 0.16% +3,075 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 10,654 $821K 0.46% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,629 $819K 0.01% +347 13F-HR Timeline Group Family Legacy, Inc. More: the full row for Family Legacy, Inc. 10,621 $819K 0.22% -148 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,564 $817K 0.04% +1,064 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,588 $816K 0.17% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,583 $816K 0.01% +1,292 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,580 $816K 0.01% -713 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 10,580 $816K 0.04% -37 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 10,418 $803K 0.19% -6,313 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,349 $798K 0.04% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 10,296 $793K 0.18% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,241 $789K 0.06% -1,980 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 10,237 $789K 0.06% -398 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 10,000 $771K 0.2% -2,500 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,986 $770K 0.01% -41,897 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 9,947 $767K 0.09% -34 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9,908 $764K 0.35% -33,438 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 9,896 $763K 0.04% -16,129 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 9,834 $758K 0.11% -228 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 9,827 $757K 0.05% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 9,738 $751K <0.01% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 9,733 $750K 0.01% +7,733 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,720 $749K 0.23% -199 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,696 $747K 0.05% +1,814 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 9,657 $744K 0.33% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,586 $739K 0.02% +186 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 9,548 $738K 0.01% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 9,448 $728K 0.07% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,415 $726K 0.05% -139 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 9,392 $724K 0.34% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,306 $717K 0.12% +3,083 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,291 $716K 0.01% -180 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 9,256 $713K <0.01% -525 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 9,245 $713K 0.01% new 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,200 $709K 0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,190 $708K 0.01% -9,732 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 9,133 $704K 0.12% -4 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,063 $699K 0.01% +105 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,058 $698K 0.03% +553 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 9,025 $696K 0.43% -133 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 9,000 $694K 0.53% 0 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,991 $693K 0.17% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,918 $692K 0.02% +201 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 8,919 $687K 0.07% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,884 $685K 0.19% +2,298 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 8,860 $683K 0.04% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 8,850 $682K 0.41% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,823 $680K 0.14% -9,489 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,811 $679K 0.06% +19 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,765 $676K 0.01% +955 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,674 $669K 0.02% +4 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,667 $668K 0.1% -3,357 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,658 $667K 0.18% -751 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,642 $666K 0.01% +1,992 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,638 $666K 0.01% +35 13F-HR Timeline Minneapolis Portfolio Management Group,… More: the full row for Minneapolis Portfolio Management Group, LLC 8,610 $664K 0.06% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,592 $662K 0.01% +225 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,555 $660K 0.09% -84 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,521 $657K 0.01% -1,273 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,505 $656K 0.04% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 8,465 $652K 0.09% +920 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,343 $643K 0.13% -94 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,337 $643K 0.04% +925 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 8,322 $641K 0.04% +123 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,312 $641K 0.34% -339 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 8,309 $640K 0.01% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,258 $637K 0.04% -17 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 8,237 $635K 0.06% +1,850 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 8,220 $634K 0.21% +3,352 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,205 $632K <0.01% +3,268 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 8,203 $632K 0.06% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 8,191 $631K 0.37% -822 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 8,227 $631K 0.3% +8 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 8,174 $630K 0.31% -3,300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,155 $629K 0.03% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,145 $628K 0.07% +1,014 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,142 $628K 0.01% +1,009 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 8,775 $627K 0.01% -1,685 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 8,052 $621K 0.19% +39 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,042 $620K 0.06% -1,738 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,037 $619K 0.05% -2,584 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,020 $618K <0.01% +2,060 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 7,982 $615K 0.05% -2,835 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,974 $615K 0.2% -2,640 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 7,959 $613K new Timeline World Investment Advisors More: the full row for World Investment Advisors 8,116 $607K 0.01% -4,406 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 7,879 $607K 0.16% +197 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,846 $605K 0.03% +196 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,792 $601K 0.03% -1,071 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,795 $601K 0.01% +633 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,730 $596K 0.04% -76 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,711 $594K 0.35% -1,301 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,692 $593K 0.14% -198 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,667 $591K 0.01% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,632 $588K 0.25% -2,739 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,607 $586K 0.04% +783 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,595 $585K 0.07% +14 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 7,578 $584K 0.21% -75 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,552 $582K 0.01% -427 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 7,509 $579K 0.06% -60,327 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,495 $578K 0.12% -3,404 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 7,483 $577K 0.02% +2,314 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,620 $576K new Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,433 $573K <0.01% 0 13F-HR Timeline Group Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 7,329 $565K 0.24% +1,827 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 6,927 $565K 0.06% -1,174 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,287 $562K 0.03% -22 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,265 $560K 0.13% +1,510 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,242 $558K 0.02% +1,027 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,234 $558K 0.01% +2,026 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,200 $555K 0.04% 0 13F-HR Timeline