Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,184 $2.27M 0.01% +4,405 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 42,070 $2.21M 0.07% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 41,978 $2.21M 1.34% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 41,915 $2.21M 1.76% +5,995 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 41,894 $2.21M 0.06% -30,506 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,823 $2.15M 0.01% -15,481 13F-HR Timeline Group VIRTUS CAPITAL ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS CAPITAL ADVISERS, LLC 40,789 $2.15M 6.69% 0 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 40,653 $2.14M -9,110 Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 40,556 $2.13M 0.55% -16,816 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 40,432 $2.13M 0.1% +28 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 39,559 $2.08M 0.43% -14,243 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 39,378 $2.07M 0.01% +2,176 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 39,039 $2.06M 0.22% -107,643 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 37,680 $1.98M 0.79% -1,835 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 36,971 $1.95M 0.23% +858 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 36,227 $1.91M 0.12% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 35,432 $1.89M 0.65% -1,088 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 35,898 $1.89M 0.07% +527 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 35,686 $1.88M 0.22% -339,862 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 35,450 $1.87M 0.08% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 34,549 $1.85M 0.02% +21,551 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 34,479 $1.81M 0.3% +2,040 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 34,012 $1.79M 0.22% +13,711 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 33,226 $1.75M 0.02% -142 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 33,085 $1.74M 0.01% +25,059 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 32,954 $1.69M 0.17% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 31,835 $1.68M 0.04% 0 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 31,084 $1.64M 0.06% -301 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 30,000 $1.58M 0.2% 0 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 28,984 $1.53M 1.02% +2,910 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,669 $1.51M 0.01% -1,702 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 25,670 $1.5M 1.04% -1,266 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28,464 $1.5M <0.01% +11,646 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 28,300 $1.49M 0.05% -3,254 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 28,000 $1.47M 0.1% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 27,863 $1.47M 1.3% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 27,856 $1.47M 0.19% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 27,952 $1.46M 0.05% +39 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 27,342 $1.44M <0.01% -90,760 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 27,271 $1.44M 1.31% +630 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 26,882 $1.42M +2,248 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 26,785 $1.41M 0.3% +17,783 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,579 $1.4M 0.01% -39,941 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 26,516 $1.4M <0.01% -89,387 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 26,073 $1.37M 0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 24,885 $1.31M 0.02% -1,620 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 24,655 $1.3M 0.17% +1,452 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 24,479 $1.29M 0.69% -1,231 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 24,427 $1.29M 1.01% -410 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 24,333 $1.28M 0.21% -12,039 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 24,258 $1.28M 0.04% -7,454 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 24,135 $1.27M 0.48% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 24,076 $1.27M 0.69% -586 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 24,624 $1.26M 0.28% -536 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 23,671 $1.25M 0.55% +11,782 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 23,487 $1.24M 0.08% +784 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 23,423 $1.23M <0.01% -4,749 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 23,064 $1.21M 0.68% -3,073 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 20,842 $1.21M <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 22,941 $1.21M 0.05% -8,850 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,819 $1.2M 0.01% +344 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 22,452 $1.18M 1.12% 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 22,327 $1.18M 0.04% +5,290 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 22,046 $1.16M 0.01% +2,203 13F-HR Timeline Group Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 22,000 $1.16M 1.73% new 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 22,000 $1.16M 0.88% 0 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 22,000 $1.16M 0.16% +13,000 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 21,420 $1.13M 0.07% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 21,400 $1.13M 0.28% +968 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 21,195 $1.11M 0.01% new 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 20,800 $1.09M 0.05% -75,200 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 20,780 $1.09M 0.08% new 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 20,670 $1.09M 0.01% -11,623 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 20,438 $1.08M 0.66% 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,423 $1.07M 0.08% -10,684 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 20,325 $1.07M 0.02% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 20,117 $1.06M <0.01% -349,632 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 20,090 $1.06M 0.79% +160 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 20,000 $1.05M 0.03% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 20,000 $1.05M 0.07% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,783 $1.04M 0.1% -2,666 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 19,503 $1.03M 0.07% -17,045 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 19,328 $1.02M 0 Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 19,195 $1.01M 0.01% +17,750 13F-HR Timeline Group Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 18,961 $998K 0.77% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 18,675 $983K 0.03% -59 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 18,590 $979K 0.07% -9,000 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 18,493 $974K <0.01% +610 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 18,338 $965K 0.04% +3,522 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 18,247 $961K 0.24% +3,242 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 18,170 $956K 0.03% -518 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 18,059 $952K 0.02% new 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 17,620 $928K 0.94% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,556 $924K 0.06% +925 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 17,303 $911K 0.01% -13,677 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 16,641 $876K 0.53% -3,386 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 16,553 $871K 0.43% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 16,495 $868K 0.22% -2,440 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 16,451 $866K 0.06% +670 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 17,096 $866K 0.13% +749 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 16,384 $862K 0.16% -120,069 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 16,310 $859K <0.01% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 16,297 $858K 0.36% +26 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 16,235 $855K 0.25% -41,100 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,198 $853K 0.01% -5,646 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 16,126 $849K 0.05% +932 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 15,844 $834K 0.2% -894 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 15,645 $824K 0.01% -87 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 15,600 $821K 0.01% -30,000 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,476 $815K 0.24% -44,389 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 15,300 $805K 0.16% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 15,275 $804K 0.42% 0 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 13,727 $803K 0.75% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 15,197 $800K 0.68% +151 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,037 $792K 0.05% -41,995 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 14,675 $772K 0.24% -1,225 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 14,289 $752K 0.35% +3,256 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 14,319 $749K <0.01% -78 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 14,155 $745K 0.01% +1,597 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,053 $740K 0.15% -31 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,995 $737K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 13,833 $728K 0.19% -487,488 13F-HR Timeline Nuveen Asset Management, LLC in group TIAA More: the full row for Nuveen Asset Management, LLC 13,828 $728K <0.01% -5,011 13F-HR Timeline Group Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 13,800 $726K 0.47% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,682 $720K 0.01% -457 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 13,515 $711K <0.01% -377 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,513 $711K 0.03% -5,878 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 13,452 $708K 0.36% +95 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 13,440 $707K 0.21% +15 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,167 $693K 0.04% +1,186 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 12,935 $682K 0.01% -1,445 13F-HR/A Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 12,888 $678K 0.1% +125 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,761 $672K 0.04% -23,103 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 12,727 $670K <0.01% -25,055 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,660 $666K 0.01% -2,082 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,538 $660K 0.01% +552 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,526 $659K 0.01% +175 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 12,492 $658K 0.11% +222 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,690 $650K -758,360 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,247 $645K 0.02% +90 13F-HR/A Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 12,208 $643K 0.17% +91 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,019 $633K 0.03% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 12,000 $632K 0.18% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,971 $630K 0.06% -11,513 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,884 $626K 0.05% -10,793 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 11,767 $619K 0.64% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,493 $605K <0.01% +2,253 13F-HR Timeline Savior LLC More: the full row for Savior LLC 11,381 $599K 3.43% -6 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 11,350 $597K 0.04% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,279 $594K 0.01% +856 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,700 $563K 0.01% -7,547 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,434 $549K 0.01% +6,314 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,398 $547K 0.06% -515 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,383 $547K <0.01% 0 13F-HR Timeline Group Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 10,287 $542K 0.21% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 10,066 $530K 0.15% +223 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,973 $525K 0.17% +1,643 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 9,860 $519K 0.32% -894 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,856 $519K 0.03% +248 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,763 $514K 0.04% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,425 $496K <0.01% -4,920 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,395 $495K 0.1% +70 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 9,339 $492K <0.01% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 9,286 $489K 0.07% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,255 $487K 0.05% +554 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 9,210 $485K 0.04% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 9,209 $485K 0.01% -16,003 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 9,200 $484K 0.44% 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 9,000 $474K <0.01% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 13,281 $472K 0.16% +4,390 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,874 $467K 0.01% -21,061 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 8,811 $464K 0.3% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,747 $460K 0.01% -970 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 8,670 $456K 0.02% -8,330 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,624 $454K <0.01% +50 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,600 $453K 0.26% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 8,514 $448K 0.16% -6,286 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 8,448 $445K 0.03% -7,620 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,350 $440K 0.04% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,210 $432K 0.1% +13 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. 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