Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 9,252 $912K 0.12% -49,196 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,526 $909K 0.01% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 9,523 $909K 0.01% +2,093 13F-HR Timeline Group NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 9,512 $908K 0.03% -300 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 9,422 $899K 0.16% +26 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,355 $893K 0.07% -174 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,279 $886K <0.01% +1,394 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,278 $885K 0.01% +2,841 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,245 $880K 0.01% +689 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 9,206 $879K 0.22% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,175 $876K 0.02% -2,575 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,147 $873K <0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,070 $866K 0.03% +3,242 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,049 $864K 0.02% +666 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,020 $861K <0.01% +1,071 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 9,000 $859K <0.01% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,810 $841K 0.41% +83 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 8,760 $836K 0.44% -96 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 8,548 $816K 0.24% -12,430 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 8,524 $814K 0.03% +3,309 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8,521 $813K 0.26% +799 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,455 $807K 0.05% +22 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,426 $804K 0.08% 0 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,292 $799K 0.05% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,303 $793K 0.01% +1,569 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 8,302 $793K 0.01% +2,179 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,298 $792K 0.03% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,197 $782K 0.1% +1,565 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 8,171 $780K 0.02% +1,274 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 8,127 $775K 0.01% +7,613 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 8,107 $774K 0.05% +248 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,106 $774K 0.03% -3,128 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,106 $774K 0.01% -5,167 13F-HR/A Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 8,000 $764K 0.24% -1,500 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,921 $756K 0.02% +542 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,858 $750K 0.41% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,858 $750K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,827 $747K 0.03% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 7,728 $738K 0.11% +36 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,692 $735K 0.01% -1,766 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,699 $735K 0.01% -869 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,596 $725K 0.05% -200 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,509 $717K 0.08% -45 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,464 $713K 0.58% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,353 $702K 0.09% +406 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 7,179 $685K 0.09% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,163 $684K 0.24% +3,863 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 7,112 $679K <0.01% +441 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,082 $676K 0.01% +1,522 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 7,058 $674K 0.08% +235 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,051 $673K 0.04% -221 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,017 $670K <0.01% +2,267 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 6,973 $666K 0.31% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,954 $664K 0.01% +325 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,928 $661K 0.05% +679 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,903 $659K 0.01% -1,741 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,728 $642K 0.16% -2,878 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,475 $618K 0.08% new 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 6,500 $617K <0.01% 0 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,413 $612K 0.04% +312 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,312 $603K 0.03% +1,094 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,282 $600K 0.01% -221 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 6,215 $593K 0.01% +2,190 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,208 $593K 0.07% +19 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,184 $590K 0.18% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,114 $584K 0.17% +22 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,106 $583K 0.17% +361 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,089 $581K 0.01% +480 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,090 $581K 0.04% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,079 $580K 0.47% -4 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,983 $571K 0.35% -1,906 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,438 $571K 0.01% +1,451 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,971 $570K 0.09% +1,235 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 5,937 $567K 0.01% +4,021 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,888 $562K <0.01% -60 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,863 $560K 0.14% new 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,843 $558K 0.12% -56 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,786 $552K 0.09% -1,880 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,772 $550K 0.05% +5,767 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,751 $549K <0.01% +764 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,751 $549K <0.01% +1,039 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 5,720 $546K 0.01% new 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 5,698 $544K 0.48% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,678 $542K 0.02% +491 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,678 $542K 0.01% -34 13F-HR Timeline Group Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 5,652 $540K 0.26% -511 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 5,628 $537K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,476 $523K <0.01% -2,710 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,400 $515K 0.13% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,399 $515K 0.02% +2,078 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,359 $512K 0.15% -3,144 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,345 $510K 0.01% +4,462 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 5,307 $507K 0.01% -198 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 5,250 $501K 0.01% 0 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 5,234 $500K 0.38% -872 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,215 $498K 0.09% -6 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,213 $498K 0.23% -962 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 5,162 $493K 0.04% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,118 $489K 0.04% -285 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,049 $482K 0.1% +544 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,042 $481K 0.02% +2,595 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 4,955 $472K 0.01% new 13F-HR Timeline Group NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 4,920 $470K 0.26% +184 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,887 $467K <0.01% -53 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 4,867 $465K 0.18% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,766 $455K 0.07% +189 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,666 $445K 0.16% -338 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,625 $442K 0.04% -702 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,605 $440K 0.09% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,580 $437K -3,182 Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,525 $434K 0.01% +637 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,539 $433K 0.03% -105 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,538 $433K 0.02% +505 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 4,396 $420K 0.04% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,391 $419K 0.01% +1,560 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,360 $416K 0.02% -385 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,354 $416K 0.02% +204 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,342 $414K 0.01% +910 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,323 $413K 0.01% +1,413 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,255 $406K 0.16% -186 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,252 $406K <0.01% -118 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,216 $402K 0.06% new 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 4,120 $393K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,952 $389K 0.01% +2,109 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,054 $387K 0.02% -5,041 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,045 $386K 0.01% +2,593 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,032 $385K 0.2% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,993 $381K <0.01% +294 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,974 $379K 0.09% +1 13F-HR/A Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 3,952 $377K <0.01% -2,278,328 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,922 $374K <0.01% +918 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,900 $372K 0.46% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,874 $370K 0.13% -1,920 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,776 $367K 0.1% +14 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,844 $367K 0.01% -2,212 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,822 $365K 0.11% -32 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 3,800 $363K 0.31% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,797 $362K 0.08% +37 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,774 $360K 0.14% -228 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,761 $359K 0.02% -128 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,734 $356K 0.01% +194 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,723 $355K <0.01% +1,468 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 3,675 $351K 0.12% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,670 $350K 0.09% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,661 $350K 0.06% -500 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,650 $348K 0.07% +1,450 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,647 $348K 0.01% -568 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,644 $348K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,638 $347K 0.01% +578 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,619 $345K 0.02% -55 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,612 $345K 0.01% -3,391 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,607 $344K 0.01% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,586 $342K 0.04% +595 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,516 $336K 0.01% -2,376 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,483 $333K 0.12% +3 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,440 $328K 0.04% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,431 $328K 0.01% +1 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,386 $323K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,374 $322K 0.01% +3,005 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,374 $322K 0.04% new 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,364 $321K 0.03% new 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 3,318 $317K 0.17% +174 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,306 $316K 0.03% -1,238 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,237 $311K 0.01% -1,726 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,255 $311K 0.01% -2,043 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,251 $310K <0.01% +306 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,249 $310K 0.01% +1,276 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,220 $307K 0.29% -523 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,586 $307K 0.27% +7 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,203 $306K 0.32% +395 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,139 $299K <0.01% +1,322 13F-HR/A Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,081 $294K 0.02% +558 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,077 $294K 0.02% -145 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,069 $293K <0.01% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,064 $292K <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,042 $290K 0.01% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,005 $287K <0.01% 0 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,000 $286K 0.16% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,972 $284K 0.01% +145 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,609 $283K 0.03% -16 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,908 $276K 0.01% +86 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,892 $276K 0.15% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,880 $275K 0.01% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,853 $272K 0.03% +501 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,850 $272K 0.06% -70 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,845 $272K 0.01% +171 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,840 $271K 0.29% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,836 $271K <0.01% +129 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,832 $270K 0.01% -1,094 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 2,761 $264K 0.1% +1,836 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,754 $263K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,759 $263K 0.03% -18 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,702 $258K 0.04% +1,159 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,700 $258K 0.02% -300 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,695 $257K 0.04% 13F-HR Timeline OPTIMIZE FINANCIAL INC. 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