West Family Investments, Inc. More: the full row for West Family Investments, Inc. 76,813 $1.42M 0.37% +17,475 13F-HR Timeline Artisan Partners Limited Partnership More: the full row for Artisan Partners Limited Partnership 75,386 $1.4M <0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 74,925 $1.39M 0.29% +4,705 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 74,840 $1.39M 0.17% -1,134 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 72,806 $1.35M -969 Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 72,478 $1.34M 0.01% -35,165 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 71,247 $1.32M 0.02% -1,594 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 70,895 $1.31M 0.01% +15,917 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 70,887 $1.31M 0.01% -432,442 13F-HR Timeline Group KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 70,768 $1.31M 0.02% +13,183 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 70,366 $1.3M 0.03% -54,517 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 77,518 $1.29M 0.02% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 69,733 $1.29M 0.05% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 69,472 $1.29M +28,653 Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 69,031 $1.28M 0.03% +2,471 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 67,049 $1.24M 0.24% +8,220 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 65,489 $1.23M 0.24% +4,158 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 65,545 $1.22M 0.2% +63 13F-HR/A Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 65,600 $1.22M 0.02% -14,000 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 65,399 $1.21M 0.06% -32,051 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 63,592 $1.18M <0.01% +8,498 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 63,200 $1.17M 0.65% -18,370 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 62,392 $1.16M 0.03% +15,084 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 61,955 $1.15M <0.01% -1,624 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 61,697 $1.14M 0.05% -128,002 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 60,499 $1.12M <0.01% -759 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 59,802 $1.11M 0.17% +3,495 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 58,444 $1.08M <0.01% -3,285 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 58,382 $1.08M 0.02% +18,202 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 57,500 $1.07M 0.19% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 55,475 $1.03M 0.13% +4,867 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 54,332 $1.01M 0.45% +10,367 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 54,169 $1M 0.01% +39,375 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 53,797 $997K 0.01% +15,937 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 53,526 $992K 0.17% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 53,293 $988K 0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,256 $968K <0.01% -2,407 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 52,112 $966K 0.06% -46,017 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 51,955 $963K 0.53% +683 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 51,179 $948K 0.04% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 49,424 $916K 0.04% -10,164 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 48,890 $906K 0.02% +9,866 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 47,361 $878K 0.07% +5,773 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 47,044 $872K 0.01% +6,841 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 46,455 $861K 0.08% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 45,391 $841K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 45,231 $838K 0.37% -10,515 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 44,729 $829K 0.1% -13,700 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 44,349 $822K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 44,063 $816K <0.01% -489 13F-HR Timeline OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 43,196 $800K 0.85% +4,211 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 42,294 $784K 0.01% +20,501 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 40,416 $749K 0.1% +30,224 13F-HR/A Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 40,000 $741K 0.12% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 39,579 $733K 0.06% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 39,048 $724K 0.06% +95 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 38,209 $708K 0.01% -2,184 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 36,824 $682K 0.01% +170 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 36,549 $677K <0.01% +7,883 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 36,355 $674K 0.01% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 35,922 $666K <0.01% +888 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 35,865 $664K 0.19% -15,247 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 35,266 $653K <0.01% +3,157 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 35,134 $651K 0.02% new 13F-HR/A Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 34,112 $632K 0.04% -10,358 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 36,135 $622K 0.05% +3,622 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 32,614 $604K 0.01% -36,237 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 32,097 $595K 0.07% +587 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 31,634 $586K <0.01% -7,200 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 31,599 $586K 0.01% +1,629 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 31,216 $578K 0.01% +10,458 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 31,008 $575K 0.23% +785 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 30,000 $556K 0.08% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,947 $555K 0.02% -2,365 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 29,694 $550K 0.02% +1,820 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 29,384 $544K <0.01% -7,811 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 28,781 $533K 0.01% -30,291 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 28,558 $529K 0.04% +4,851 13F-HR/A Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 28,485 $528K 0.07% -149,612 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 28,231 $523K 0.01% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 28,000 $519K 0.01% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 27,732 $514K 0.14% +16,783 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 27,380 $507K 0.08% -36,210 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 26,566 $492K 0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 30,459 $489K 0.02% new 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 25,415 $480K 0.1% -1,880 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 25,136 $466K 0.06% +3,773 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 24,782 $459K 0.02% -1,395 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24,160 $448K <0.01% -2,690 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,590 $437K <0.01% -125 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,032 $427K 0.01% +19,739 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 22,935 $425K 0.02% -1,107 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 22,841 $423K <0.01% -4,970 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 22,753 $422K 0.28% 0 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 22,335 $414K 0.16% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 22,270 $413K 0.23% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 22,005 $408K 0.03% -951 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 21,876 $405K 0.31% +7,815 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 21,714 $402K 0.01% +43 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 21,419 $397K <0.01% -61,845 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 21,314 $395K 0.06% -900 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 21,268 $394K 0.01% +5,153 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 21,170 $392K <0.01% 0 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 21,000 $389K 0.05% +9,000 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,403 $383K 0.01% +228 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 20,573 $381K 0.29% +9,173 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,418 $378K <0.01% +2,961 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,302 $376K 0.13% -1,541 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,144 $373K <0.01% -5,509 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 20,070 $372K 0.05% -23,244 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 19,785 $367K 0.12% +509 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 21,893 $359K 0.17% +323 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 19,074 $353K 0.01% +16,545 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ALTRINSIC GLOBAL ADVISORS LLC More: the full row for ALTRINSIC GLOBAL ADVISORS LLC 19,043 $353K 0.01% -532 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 18,984 $352K 0.01% +5,672 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 18,976 $352K <0.01% 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 18,756 $348K 0.01% -7,661 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 18,467 $342K 0.09% -207 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 18,457 $342K <0.01% -196,827 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 18,445 $342K <0.01% -3,097 13F-HR/A Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 18,139 $336K 0.12% +1,072 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 18,092 $335K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,964 $333K 0.01% -2,819 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 17,900 $332K <0.01% +390 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,847 $331K 0.02% -8,153 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,828 $330K <0.01% -1,926 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 17,727 $328K 0.06% +128 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 17,687 $328K 0.22% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 17,504 $324K 0.03% +3,776 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,233 $319K <0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,170 $318K <0.01% -12,072 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,857 $312K <0.01% -5,733 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,430 $304K <0.01% +2,020 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 16,160 $299K 0.01% -11,450 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16,041 $297K 0.04% -1,265 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 15,923 $295K 0.2% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,905 $295K <0.01% -3,914 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 15,620 $289K 0.22% -970 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 15,332 $284K 0.09% +1,796 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 15,295 $283K 0.09% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 15,294 $283K 0.01% -145,150 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,276 $283K 0.01% +1,498 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,322 $265K 0.01% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,187 $263K <0.01% new 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,166 $262K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 14,169 $262K <0.01% -12,155 13F-HR/A Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 14,080 $261K <0.01% +100 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,735 $255K 0.02% 0 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,696 $254K <0.01% +137 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 13,622 $252K 0.04% +2,128 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 13,227 $245K 0.03% -1,874 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13,000 $241K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,921 $239K 0.01% +1,900 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 12,917 $239K <0.01% +101 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,800 $237K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12,600 $233K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 12,600 $233K 0.01% 0 13F-HR/A Timeline Group CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 12,506 $232K 0.01% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,496 $232K <0.01% +755 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 12,199 $226K <0.01% -50 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 11,800 $219K 0.04% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 11,770 $218K <0.01% 0 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,479 $213K 0.02% -1,959 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 11,200 $208K 0.6% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,097 $206K 0.01% +250 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,727 $200K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,752 $199K 0.01% +674 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 10,556 $196K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,441 $193K <0.01% new 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 10,470 $193K <0.01% 0 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,400 $193K <0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,310 $191K <0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,294 $191K <0.01% +239 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 10,481 $188K 0.01% new 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,020 $186K <0.01% +670 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 10,008 $185K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,664 $179K 0.01% +3,713 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 9,467 $175K 0.04% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,408 $156K 0.07% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,815 $145K 0.03% -274 13F-HR Timeline KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 7,500 $141K <0.01% +700 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,365 $118K <0.01% +3,057 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,096 $113K 0.01% +1,460 13F-HR Timeline Group HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 5,660 $105K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,558 $103K <0.01% -386 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,435 $101K <0.01% +250 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,229 $96.8K <0.01% -33,147 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,721 $87.5K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,600 $85.2K <0.01% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,589 $85K <0.01% -111 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 4,500 $83K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,380 $82.3K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,435 $82.2K <0.01% -225 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 4,397 $81.5K 0.03% -656 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,400 $63K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,375 $62.5K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,330 $61.7K 0.03% -708 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,046 $56.4K <0.01% +166 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,890 $53.6K <0.01% -1,000 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,740 $50.8K 0.01% new 13F-HR Timeline