Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,065 $510K 0.01% -1,067 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,064 $510K 0.01% +35 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,062 $510K <0.01% -2 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,064 $506K 0.04% -477,159 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,040 $504K 0.09% +4 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,039 $504K 0.11% -105 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,038 $504K 0.14% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,035 $503K 0.04% +1,057 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 2,022 $500K 0.01% -1,343 13F-HR/A Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,014 $498K 0.01% +223 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,957 $484K 0.19% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,948 $481K 0.07% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,944 $480K 0.03% -100 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,051 $473K 0.06% -16 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,911 $472K 0.01% new 13F-HR Timeline Group ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 1,911 $472K 0.02% -1,216 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,907 $471K 0.03% +38 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,904 $471K 0.01% +185 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 1,900 $470K 0.03% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,872 $463K 0.03% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,862 $460K 0.01% +523 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,858 $459K 0.02% -12 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,855 $457K 0.11% +133 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,828 $452K <0.01% -124 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,819 $449K <0.01% +37 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,812 $448K 0.02% +35 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,798 $444K 0.02% +49 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,793 $443K 0.03% -95 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,758 $435K 0.02% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 1,758 $435K 0.08% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,758 $435K 0.07% -471 13F-HR/A Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 1,745 $431K <0.01% -300 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,731 $428K 0.05% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,731 $428K 0.05% +23 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,720 $425K 0.11% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,716 $424K 0.18% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,706 $422K 0.02% +169 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,681 $415K 0.01% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,670 $413K 0.03% -25 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 1,668 $412K 0.27% -1,948 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,667 $412K 0.02% +326 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,666 $412K 0.16% +16 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,663 $411K <0.01% -41 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,655 $409K 0.17% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,633 $404K 0.01% -3 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,626 $402K 0.01% -133 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,625 $402K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,624 $401K 0.01% +376 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,621 $401K 0.12% +155 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,594 $394K 0.01% +81 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,600 $392K 0.27% -700 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,581 $391K 0.06% -92 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,579 $390K <0.01% +150 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,578 $390K 0.01% -249 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,567 $387K 0.04% +100 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,550 $383K 0.4% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,543 $381K 0.03% -178 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,542 $381K 0.03% +3 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,525 $377K 0.08% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,505 $372K 0.01% -28,203 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 1,500 $371K 0.03% 0 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,500 $371K 0.01% -5 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,498 $370K 0.01% -22 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,475 $365K 0.06% -68 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,467 $363K 0.1% -2,927 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,459 $361K <0.01% +657 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,456 $360K 0.05% new 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 1,450 $358K 0.47% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,445 $357K 0.03% +22 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,441 $356K 0.15% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,436 $355K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,430 $353K 0.05% +853 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,422 $351K 0.03% +51 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,420 $351K 0.01% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,418 $350K 0.05% +35 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,415 $350K 0.06% +195 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,406 $348K 0.03% -339 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,400 $346K 0.02% +73 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,400 $346K 0.09% -1,800 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,380 $341K <0.01% -784 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,374 $340K 0.01% +150 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,373 $339K 0.07% -44 13F-HR/A Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,369 $338K 0.27% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,359 $336K 0.08% +21 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,358 $336K 0.01% -3 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,340 $331K 0.01% +2 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,337 $330K 0.1% +107 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,336 $330K <0.01% 0 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,330 $329K 0.13% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,316 $325K 0.01% +536 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,307 $323K 0.04% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,301 $322K 0.03% +64 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,282 $317K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,282 $317K 0.09% +154 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,279 $316K 0.04% +168 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,271 $314K 0.01% -24 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,270 $314K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,266 $313K 0.02% +219 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,263 $312K 0.03% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,257 $311K 0.01% +75 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,242 $307K 0.01% +12 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,238 $306K 0.06% +470 13F-HR Timeline Group New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,232 $304K 0.13% -14 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,215 $300K 0.07% +10 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,203 $297K 0.02% +224 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,194 $295K 0.21% +10 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,190 $294K 0.02% +126 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,187 $293K 0.01% +18 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,184 $293K 0.01% +21 13F-HR/A Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,177 $291K 0.07% +37 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,165 $288K 0.06% -77 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,155 $285K 0.09% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,134 $280K 0.03% +226 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,133 $280K 0.01% -89 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,122 $277K 0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,113 $275K <0.01% -1,831 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,130 $275K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,108 $274K 0.05% +3 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,107 $274K 0.01% +23 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,105 $273K <0.01% +175 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,105 $273K <0.01% new 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,100 $272K <0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,078 $266K 0.01% new 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,061 $262K 7.46% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,060 $262K 0.02% +60 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,055 $260K 0.01% +100 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,052 $260K <0.01% new 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,050 $260K 0.02% new 13F-HR/A Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 1,033 $255K 0.02% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,030 $255K 0.01% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,019 $252K 0.01% -272 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,012 $250K 0.14% +109 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,000 $250K 0.08% 0 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,006 $249K 0.01% +29 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,005 $248K 0.02% +125 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,001 $247K 0.13% +739 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $247K 0.17% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,000 $247K 0.04% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 995 $246K 0.02% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 991 $245K 0.03% -21 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 987 $244K 0.13% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 986 $244K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 982 $243K 0.01% +134 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 980 $242K 0.12% -159 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 979 $242K 0.03% +61 13F-HR/A Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 978 $242K 0.64% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 977 $241K 0.02% +14 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 969 $239K 0.02% -9,255 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 967 $239K 0.13% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 958 $237K <0.01% new 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 944 $233K 0.01% +18 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 940 $232K 0.18% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 935 $231K 0.04% +6 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 932 $230K 0.02% -214 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 928 $229K 0.05% -52 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 928 $229K 0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 923 $228K 0.05% -88 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 915 $226K 0.05% -5 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 908 $224K 0.25% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 908 $224K 0.04% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 895 $221K 0.07% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 890 $220K 0.01% +51 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 881 $218K 0.04% -13,433 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 878 $217K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 877 $217K <0.01% 0 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 873 $216K 0.02% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 873 $216K 0.05% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 870 $215K 0.02% -8 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 869 $215K <0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 865 $214K 0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 858 $212K 0.07% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 846 $209K 0.01% new 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 846 $209K 0.21% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 845 $209K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 844 $209K 0.01% +24 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 835 $206K 0.05% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 832 $206K 0.02% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 852 $205K 0.09% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 827 $204K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 825 $204K 0.01% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 825 $204K 0.13% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 817 $202K 0.05% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 814 $201K 0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 812 $201K 0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 755 $187K 0.01% -3 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 738 $182K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 728 $180K <0.01% +172 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 723 $179K 0.03% -43 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 724 $178K 0.11% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 719 $178K 0.1% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 701 $173K <0.01% -298 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 700 $173K 0.02% -200 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 700 $173K 0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 677 $167K <0.01% -49 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 621 $153K 0.17% new 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 594 $147K 0.13% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 591 $146K 0.01% +52 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 546 $135K 0.01% -3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 516 $128K 0.02% -97 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 502 $124K 0.02% +9 13F-HR Timeline