Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,866 $1.05M 0.02% +69 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,859 $1.05M 0.01% +1,397 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,850 $1.04M 0.07% +1,040 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,838 $1.03M 0.14% -59 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 1,830 $1.03M 0.09% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,825 $1.03M 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,807 $1.02M 0.02% +185 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,786 $1M 0.08% +288 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,781 $1M 0.01% -268 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,780 $1M 0.22% -800 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,738 $977K 0.07% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,734 $975K 0.13% -3 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,732 $974K 0.41% -13 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,726 $970K 0.05% +451 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,710 $961K 0.13% -1,113 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,700 $956K 0.15% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,697 $954K 0.11% +114 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,691 $951K 0.17% -65 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,660 $933K 0.01% -98 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,658 $932K 0.01% -11,898 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,637 $921K 0.1% +595 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,593 $918K 0.05% +38 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,615 $908K 0.03% +185 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,609 $905K 0.17% +624 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,602 $901K 0.05% +168 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,599 $899K 0.09% +269 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,592 $895K 0.08% +7 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,583 $890K 0.07% +46 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,581 $889K <0.01% +148 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,567 $881K 0.01% +98 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,548 $870K 0.01% -637 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,547 $870K 0.12% +225 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,527 $859K 0.06% +233 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,502 $845K 0.13% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,502 $845K 0.01% -11 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,500 $844K 0.03% +345 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,496 $841K <0.01% +502 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,488 $837K 0.01% +629 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,479 $832K 0.01% +848 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,478 $831K 0.23% +41 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,470 $827K 0.06% +82 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,463 $823K 0.03% +2 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,453 $817K 0.01% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,432 $805K 0.1% +275 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,431 $805K 0.01% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,425 $801K 0.02% 0 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,409 $792K 0.11% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,408 $792K 0.02% +28 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,405 $790K 0.01% -43 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,403 $789K 0.02% +173 13F-HR/A Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,400 $787K 0.42% 0 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,385 $778K <0.01% +85 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,375 $771K 0.03% +160 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,369 $770K 0.2% -30 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,359 $764K 0.04% -222 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,355 $762K 0.05% -1,675 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,345 $756K 0.11% -966 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,329 $747K 0.31% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,324 $744K 0.01% new 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,321 $743K 0.02% -2,449 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,317 $741K 0.08% +36 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,316 $740K <0.01% +26 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,307 $735K <0.01% +837 13F-HR Timeline Group SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,298 $730K 0.1% +100 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,284 $722K 0.16% +4 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,275 $717K 0.16% +84 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,269 $714K <0.01% +12 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 1,255 $704K 0.01% -2,336 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,239 $697K 0.05% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,235 $694K 0.03% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,230 $692K 0.01% -20 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,226 $689K 0.09% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,223 $688K 0.26% -318 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,221 $687K 0.09% +222 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,221 $687K 0.01% +331 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,221 $687K 0.16% +274 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,217 $684K 0.02% +474 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,215 $683K 0.18% -25 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,213 $682K 0.05% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,206 $678K 0.04% -51 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,202 $676K 0.14% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,199 $674K 0.15% new 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,198 $674K 0.06% -5 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 1,194 $671K 0.02% -144 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,191 $670K 0.01% -160 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,143 $667K 0.02% +436 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,185 $666K 0.09% -7 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,183 $665K 0.32% +56 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,173 $660K 0.22% +1,165 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,148 $645K 0.09% -15 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,142 $642K 0.04% +387 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,133 $637K <0.01% -3 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 1,128 $634K 0.01% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,125 $633K 0.05% +520 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,119 $629K 0.06% -9,349 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,111 $625K 0.09% +260 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,106 $622K 0.06% +563 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,100 $618K 0.02% +125 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,100 $618K 0.21% -410 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 945 $618K 0.02% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,097 $617K 0.07% +708 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,093 $615K 0.02% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,093 $615K 0.37% +221 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,093 $614K 0.1% -280 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,083 $609K 0.23% -6 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,077 $606K 0.1% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,069 $601K 0.02% -1,074 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,066 $599K 0.01% +105 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,061 $597K 0.15% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,056 $594K 0.04% new 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,052 $592K 0.18% +85 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,049 $590K 0.01% +84 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,047 $589K 0.02% -1,206 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,040 $585K 0.06% -87 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 1,037 $583K 0.57% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,037 $583K 0.02% +616 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,032 $580K 0.08% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,028 $578K <0.01% +21 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,023 $575K 0.03% +276 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,021 $574K 1.26% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,008 $567K 0.17% -30 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,006 $566K 0.27% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,000 $562K 0.2% 0 13F-HR Timeline Alpine Fox Capital LLC in group Alpine Fox Capital LLC More: the full row for Alpine Fox Capital LLC 1,000 $562K 0.47% 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 990 $557K 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 989 $556K 0.01% -37 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 987 $555K 0.08% -3,079 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 983 $553K 0.69% +121 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 982 $552K 0.01% +329 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 976 $549K 0.22% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 972 $547K 0.02% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 968 $544K 0.04% +491 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 968 $544K 0.38% +837 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 965 $543K 0.12% -12 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 959 $539K 0.06% -148 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 952 $535K +100 Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 946 $532K 0.09% +71 13F-HR Timeline Group Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 931 $524K 0.04% -4 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 930 $523K 0.04% +420 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 921 $519K 0.05% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 920 $517K 0.04% +904 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 913 $514K 0.03% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 911 $512K 0.04% +24 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 911 $512K 0.01% -86 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 903 $508K <0.01% +74 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 901 $507K 0.01% +159 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 895 $503K 0.02% +5 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 890 $500K 0.07% +150 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 885 $498K 0.01% +446 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 882 $496K 0.01% +102 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 866 $487K 0.01% +221 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 864 $486K 0.01% +464 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 859 $483K 0.02% -21 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 857 $482K 0.04% -30 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 855 $481K 0.14% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 854 $480K 0.12% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 849 $477K 0.03% +66 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 848 $477K 0.02% -46 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 848 $477K 0.01% +229 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 847 $476K 0.11% -200 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 845 $475K 0.03% -244 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 842 $473K <0.01% -39 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 823 $463K 0.01% -196 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 818 $460K <0.01% +282 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 817 $459K 0.01% -161 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 815 $458K 0.03% 0 13F-HR/A Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 812 $457K 0.01% -1,170 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 807 $454K 0.01% -15 13F-HR Timeline Covalent Partners LLC More: the full row for Covalent Partners LLC 800 $450K 2.19% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 798 $449K 0.31% 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 798 $449K 0.01% -26 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 798 $449K 0.03% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 797 $448K 0.31% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 790 $444K 0.02% -85 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 784 $441K 0.05% -15 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 782 $440K 0.24% -63 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 780 $439K 0.01% -128 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 776 $436K 0.01% -58 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 772 $434K 0.02% -100 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 765 $430K 0.16% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 764 $430K 0.01% +175 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 759 $427K 0.13% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 757 $426K 0.02% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 756 $425K 0.07% +72 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 753 $423K 0.25% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 746 $419K 0.09% +152 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 741 $417K 0.22% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 741 $416K 0.03% +188 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 737 $414K 0.02% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 736 $414K 0.11% new 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 735 $413K 0.01% +30 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 728 $409K 0.26% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 725 $408K 0.01% -8,810 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 724 $407K 0.03% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 719 $404K 0.2% +194 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 719 $404K 0.03% +125 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 713 $401K 0.02% -5 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 712 $400K 0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 702 $395K 0.08% -93 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 700 $394K 0.22% -100 13F-HR Timeline