NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,579 $3.1M <0.01% +1,265 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,522 $3.08M 0.2% -1,714 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 12,505 $3.08M 0.24% -3,191 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,486 $3.07M 0.16% +3,495 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,481 $3.07M 0.03% +1,537 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,458 $3.07M 0.15% +2,474 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,221 $3.01M 0.25% +724 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 12,178 $3M <0.01% -220 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,099 $2.98M 0.02% -143 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,044 $2.97M 0.01% -567 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 12,023 $2.96M 0.11% +101 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,917 $2.93M 0.05% +410 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 11,758 $2.89M 0.41% -2,916 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 11,705 $2.88M +1,730 Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,458 $2.82M 0.07% +78 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 11,377 $2.8M 0.76% -325 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,290 $2.78M 0.03% +258 13F-HR/A Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 9,619 $2.78M 0.53% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,162 $2.75M 0.19% +323 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 11,087 $2.73M 0.98% +39 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11,024 $2.71M 0.02% +6,846 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,946 $2.69M <0.01% +3,756 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,907 $2.69M 0.09% +4,685 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 10,845 $2.67M 0.24% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,771 $2.65M 0.04% +1,831 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 10,636 $2.62M 0.71% +1,496 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 10,620 $2.61M 0.1% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,311 $2.54M 0.08% +6,695 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,203 $2.51M 0.02% +632 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,167 $2.5M 0.08% +698 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,117 $2.49M 0.01% +2,422 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,992 $2.46M 0.14% -759 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,922 $2.44M 0.03% +239 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 9,715 $2.39M -11,205 Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,448 $2.33M 0.03% -1,167 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,321 $2.29M 0.45% +4,505 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 9,119 $2.25M 0.02% -5,872 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 9,110 $2.24M 0.62% 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 9,066 $2.23M 0.22% -914 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,944 $2.2M 0.03% +2,772 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,777 $2.16M 0.03% +7,876 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,610 $2.12M 0.25% +521 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 8,569 $2.11M 1.41% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,469 $2.09M 0.13% new 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 8,455 $2.08M 1.25% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,402 $2.07M 0.21% new 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 8,338 $2.05M 1.61% -345 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 8,259 $2.03M 0.09% +183 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 8,159 $2.01M 0.88% 0 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. 8,150 $2.01M 0.07% 0 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 7,752 $1.91M 0.07% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,736 $1.9M 0.32% -263 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,700 $1.9M 0.52% -7,900 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,525 $1.85M 0.01% +30 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 7,436 $1.83M 0.04% +3,585 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 7,375 $1.81M 0.52% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,229 $1.78M 0.33% +32 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,216 $1.78M 0.03% +813 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,915 $1.7M 0.04% -480 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,876 $1.69M 0.98% +388 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 6,868 $1.69M 0.17% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,814 $1.68M <0.01% -68,724 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,754 $1.66M 0.02% -210 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,734 $1.66M 0.2% +494 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 6,637 $1.63M 0.01% -647,291 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,506 $1.6M 0.04% +769 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,473 $1.59M 0.13% -513 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,453 $1.59M 0.01% -4,062 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,374 $1.59M 0.16% +2,244 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 6,417 $1.58M 1.28% -755 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 6,371 $1.57M 0.04% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,144 $1.51M 0.53% -67 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,086 $1.5M 0.02% -79 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,015 $1.48M 0.05% +163 13F-HR Timeline TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 6,000 $1.48M <0.01% +3,900 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,987 $1.47M 0.22% -428 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,049 $1.46M 0.08% -584 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 5,888 $1.45M 0.58% +24 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,832 $1.44M 0.11% -25 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 5,798 $1.43M 1.27% +500 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 5,763 $1.42M 0.44% 0 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 5,718 $1.41M 1.3% 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,600 $1.38M <0.01% 0 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,590 $1.38M <0.01% -783 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,575 $1.37M 0.09% +1,938 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,550 $1.37M 0.12% -1,185 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 5,544 $1.36M 1.09% -389 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,519 $1.36M 0.01% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,511 $1.36M 0.01% +2,601 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 5,489 $1.35M 0.2% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,463 $1.35M 0.03% +1,817 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 5,395 $1.33M 0.16% -1,081 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,346 $1.32M 0.13% +1,275 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,335 $1.31M 0.05% +2,150 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,290 $1.3M 0.02% +680 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 5,246 $1.29M 0.08% +1,935 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 5,183 $1.28M 0.09% -124 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,139 $1.27M 0.59% +168 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,115 $1.26M 0.07% +1,967 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,074 $1.25M 0.22% -495 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,062 $1.25M 0.01% -232 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,040 $1.24M 0.01% +4 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,002 $1.23M 0.32% +33 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,939 $1.22M 0.14% -197 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,927 $1.21M 0.02% +2,851 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,805 $1.18M 0.01% +495 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,789 $1.18M 0.01% +539 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 4,773 $1.18M <0.01% +1,396 13F-HR/A Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,732 $1.17M 0.14% -263 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,688 $1.15M 0.12% -3 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) 4,664 $1.15M 0.02% +2,584 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,572 $1.13M 0.1% -32 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 4,500 $1.11M 0.01% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,426 $1.09M 0.01% -336 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,397 $1.08M 0.07% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,393 $1.08M 0.02% +2,075 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 4,325 $1.06M 0.01% +49 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,282 $1.05M 0.08% -7,817 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,786 $1.05M 0.9% 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 4,209 $1.04M 0.04% -912 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,168 $1.03M 0.09% +500 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,127 $1.02M 0.09% +133 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,126 $1.02M 0.01% -343 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,076 $1M 0.02% +599 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,034 $993K +205 Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,946 $972K 0.1% -400 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,876 $954K 0.01% -226 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,864 $951K 0.01% +113 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,777 $930K 0.08% +363 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,775 $929K <0.01% new 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,760 $926K 0.08% -155 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,758 $925K 0.1% -1,100 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,721 $916K 0.08% -11 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,701 $911K 0.01% -358 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,694 $910K 0.36% -489 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,693 $909K 0.01% +1,454 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,688 $908K 0.18% +35 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,660 $901K 0.03% -261 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,635 $895K 0.02% -215 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,612 $889K 0.03% -1,290 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 3,601 $887K 0.09% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,590 $884K 0.01% -2,195 13F-HR/A Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,535 $870K 0.02% +181 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,509 $864K 0.05% +279 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,505 $863K 0.02% +130 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,491 $860K 0.19% -16 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 3,449 $849K 0.03% +1,060 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,576 $846K <0.01% -141 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,388 $834K 0.94% 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,375 $831K 0.06% -1 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,370 $830K 0.01% -409 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,367 $829K 0.12% -39 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,356 $826K <0.01% -12,329 13F-HR/A Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,345 $824K 0.02% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,332 $820K 0.24% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,330 $820K 0.01% new 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,329 $820K 0.05% -2,904 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,278 $807K 0.01% +556 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 3,276 $807K 0.17% +154 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,273 $806K 0.21% +6 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,263 $803K 0.05% +277 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,233 $796K 0.04% -89 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,229 $795K 0.02% new 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 3,224 $794K 0.06% -158,255 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,211 $791K 0.01% -370 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,198 $787K 0.05% 0 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,198 $787K <0.01% +1,332 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,194 $786K 0.02% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,165 $779K 0.08% -175 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,153 $776K 0.02% +2,164 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 3,136 $772K 0.15% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,135 $772K <0.01% +117 13F-HR Timeline Group Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 3,101 $763K 0.43% -39,442 13F-HR/A Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 3,080 $758K 0.2% -800 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,053 $752K 0.02% +229 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,026 $745K 0.01% +1,700 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,018 $743K 0.56% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,013 $742K 0.06% +259 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,713 $741K <0.01% +680 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,967 $731K 0.02% -92 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,960 $729K 0.32% -2,960 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,953 $727K 0.14% -530 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,930 $721K 0.02% new 13F-HR Timeline Legacy Financial Advisors, Inc. 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