Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,800 $1.19M 0.02% +942 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,744 $1.17M 0.01% +325 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,728 $1.16M 0.01% -4,730 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,712 $1.16M 0.01% +886 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,700 $1.15M 0.04% +200 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,688 $1.15M 0.02% -100 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 2,669 $1.14M 0.06% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,664 $1.14M -82 Timeline Atom Investors LP More: the full row for Atom Investors LP 2,633 $1.12M 0.09% -296 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,629 $1.12M 0.07% +907 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,608 $1.11M 0.14% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,597 $1.11M 0.16% +2,261 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,590 $1.1M 0.04% +66 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,576 $1.1M 0.18% -702 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,563 $1.09M 0.03% +600 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,558 $1.09M 0.02% -228 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,536 $1.08M 0.02% -23 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,517 $1.07M 0.23% -25 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,516 $1.07M 0.11% -59 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,496 $1.06M 0.02% -29 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,278 $1.06M 0.09% +22 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,485 $1.06M 0.42% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,481 $1.06M 0.11% -80 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,502 $1.05M 0.01% -3,812 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 2,448 $1.04M 0.36% +132 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 2,432 $1.04M 0.4% -40 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,430 $1.04M 0.68% +632 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,407 $1.03M 0.02% -189 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 2,405 $1.03M 0.01% new 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 2,405 $1.03M 0.03% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,397 $1.02M 0.01% -3,014 13F-HR/A Timeline Group Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 2,500 $1.02M 5.73% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,360 $1.01M 0.37% +495 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,353 $1M 0.73% new 13F-HR/A Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,345 $999K 0.44% -1 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,343 $999K 0.03% -44 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,335 $995K 0.12% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,328 $992K 0.21% +921 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,328 $992K 0.07% -129 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,327 $992K 0.17% -106 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,309 $984K 0.04% +4 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,300 $980K 0.23% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,298 $979K 0.06% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,286 $974K 0.02% +51 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,286 $974K 0.18% 0 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,275 $970K 0.06% +477 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,250 $959K 0.03% +24 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,219 $946K 0.03% -288 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,209 $941K 0.02% -25 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,202 $939K 0.04% +323 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,201 $938K 0.06% -396 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,196 $936K 0.01% +797 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,197 $936K 0.08% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,194 $935K 0.03% -630 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,194 $935K 0.07% +11 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,144 $914K 0.02% -530 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,136 $910K 0.06% -2,169 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,108 $898K 0.06% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,100 $895K 0.08% -1,074 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,098 $894K 0.05% -252 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,881 $890K 0.03% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,053 $875K 0.08% +5 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,046 $872K 3.3% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,007 $855K 0.01% -356 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,006 $855K 0.03% -73 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,003 $854K 0.01% +2 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 2,000 $852K 0.06% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,972 $841K 0.18% -72 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,969 $839K 0.14% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,965 $837K 0.04% +877 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,954 $833K 0.01% -2 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,950 $831K 0.44% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,944 $829K 0.2% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,931 $823K 0.12% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,921 $819K 0.64% -159 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,910 $814K 0.01% +370 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,903 $811K 0.01% +51 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,900 $810K 0.06% +11 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,876 $799K <0.01% -109 13F-HR/A Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,874 $799K 0.63% -35 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,853 $790K 0.06% +1,820 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,850 $788K 0.36% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,846 $787K 0.01% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,824 $777K 0.02% +402 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,819 $775K 0.35% -50 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,800 $767K 0.09% +500 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,114 $767K 0.02% -61,712 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,791 $763K 0.01% +126 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,791 $763K 0.1% +9 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,789 $762K 0.01% -2 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,786 $761K 0.04% +546 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,780 $759K 0.11% -53 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,777 $757K 0.14% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,764 $752K 0.19% +3 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,758 $749K 0.05% +13 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,757 $749K 0.01% -48 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,757 $749K 0.02% +849 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,749 $745K 0.14% +2 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,745 $744K 0.23% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 1,745 $744K <0.01% -108 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,731 $738K 0.2% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,726 $736K 0.01% +78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,716 $732K 0.13% +1,097 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,700 $725K 0.06% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,699 $724K 0.13% +154 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,692 $721K 0.02% +53 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,686 $719K 0.1% -59 13F-HR Timeline Group FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,685 $718K 0.06% -365 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,685 $718K 0.03% +499 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,889 $716K 0.1% -29 13F-HR/A Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,680 $716K <0.01% -5,511 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 1,670 $712K 0.1% -43 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,629 $694K 0.01% -64 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,628 $694K 0.02% -6,054 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,616 $689K 0.02% -26 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,615 $688K 0.02% +379 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,596 $681K 0.01% -74 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,596 $680K 0.04% +207 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,561 $665K <0.01% -18,348 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 1,560 $665K 0.35% -2 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,555 $663K 0.03% -1,376 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,541 $657K -494 Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,537 $655K 0.07% +301 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,519 $647K 0.05% +487 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,514 $645K 0.02% -4,079 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,511 $644K 0.01% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,508 $643K 0.25% -147 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,505 $641K 0.15% +10 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,502 $640K 0.22% +401 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,489 $635K 0.02% +2 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,486 $633K 0.22% -26 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,483 $632K 0.09% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,475 $629K 0.07% +15 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,472 $627K 0.01% +188 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,466 $625K 0.02% -1,370 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,464 $624K 0.04% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,463 $624K 0.23% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,461 $623K 0.03% -10 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,456 $621K 0.04% +80 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,438 $613K 0.03% +256 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,434 $611K 0.04% -80 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,428 $609K 0.06% -205 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,426 $608K 0.03% -7 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,417 $604K 0.38% +1 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,415 $603K 0.4% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,396 $595K 0.01% -59 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,394 $594K 0.01% -46 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,382 $589K 0.04% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,366 $582K 0.01% +36 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,356 $578K 0.05% +112 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,344 $573K <0.01% +107 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,339 $572K 0.01% +19 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,341 $572K 0.01% +15 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,327 $566K 0.06% -18 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 19,500 $560K 0.04% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,311 $559K 0.05% +63 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,307 $557K 0.02% +335 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,302 $555K 0.01% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,300 $554K 0.44% -20 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,299 $554K 0.01% -60 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,843 $553K 0.11% -766 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,290 $550K 0.03% +6 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,170 $550K 0.04% +4 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,283 $547K 0.01% +557 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,274 $543K 0.07% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,265 $539K 0.02% +50 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,258 $536K 0.02% +606 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,252 $534K 0.16% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,250 $533K 0.08% +175 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,248 $532K 0.07% +23 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,246 $531K 0.01% -1 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,205 $530K <0.01% +1,005 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,236 $527K 0.02% +47 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,235 $526K 0.03% +1 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,233 $526K 0.04% -27 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,226 $523K 0.22% -168 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,218 $519K 0.11% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,200 $512K 0.23% +1 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,198 $511K 0.03% +2 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,197 $510K 0.24% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,193 $508K 0.03% -782 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,191 $508K 0.04% +13 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,190 $507K 0.01% +130 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,187 $506K 0.08% -15 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,184 $505K 7.24% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,180 $503K 0.42% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,176 $501K 0.27% +169 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,174 $500K <0.01% +202 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,174 $500K 0.01% -3,974 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,174 $500K 0.25% -255 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,169 $498K 0.02% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,154 $496K 0.01% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,159 $494K <0.01% -132 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,156 $493K 0.06% +303 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,148 $489K 0.06% +10 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,148 $489K 0.01% -42 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,144 $488K 0.03% -51 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,142 $487K 0.01% +44 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,141 $486K 0.03% +1 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,135 $484K <0.01% +229 13F-HR Timeline