Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 103,930 $77.6M 1.14% +7,489 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 103,835 $77.5M 0.46% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 103,742 $77.5M 5.5% -742 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 103,510 $77.3M 42.34% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 103,358 $77.2M 1.29% -12,782 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 103,045 $77M 15.47% -663 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 102,680 $76.7M 1.03% +5,454 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 102,619 $76.6M 0.57% +1,186 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 102,346 $76.4M 2.37% +1,543 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 101,954 $76.1M 8.82% 0 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 101,831 $76M -2,497 Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 101,566 $76M 8.12% +2,188 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 101,597 $75.9M 6.23% -96 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 101,328 $75.7M 0.53% -491,996 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 101,168 $75.5M 1.92% +44,518 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 101,038 $75.5M 2.26% -1,082 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 100,799 $75.3M 0.19% +2,220 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 100,795 $75.3M 0.06% -17,196 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 100,663 $75.2M 1.15% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 100,248 $74.9M 1.62% -980 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 99,829 $74.5M 0.09% +41,739 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 99,708 $74.5M 2.68% +34,843 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 99,549 $74.4M 1.08% +6,456 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 99,076 $74M 0.44% -4,280 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 98,986 $73.9M +9,117 Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 98,649 $73.7M 15.48% +3,995 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 98,619 $73.6M 26.94% +402 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 98,457 $73.5M 10.63% +15,185 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 98,160 $73.3M 1.87% -422,802 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 97,397 $72.7M 11.05% +469 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 96,552 $72.1M 4.15% +22,061 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 96,396 $72M 0.4% -5,057 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 96,297 $71.9M 11.6% +14,762 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 96,183 $71.8M 0.77% +430 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 95,837 $71.6M 4.58% +91,141 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 95,475 $71.3M 1.1% +12,558 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 94,540 $70.7M 8.68% +39,944 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 94,180 $70.3M 9.3% +1,578 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 94,139 $70.3M 1.24% +1,909 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 94,048 $70.2M 9.44% +17,203 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 194,225 $70.1M 10.53% -34,836 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 93,729 $70M 31.4% +5,528 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 93,600 $69.9M 9.3% +23,600 13F-HR Timeline THOR TRADING ADVISORS, LLC More: the full row for THOR TRADING ADVISORS, LLC 93,471 $69.8M 21.9% -46,878 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 93,111 $69.5M 1.02% +26,326 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 92,545 $69.1M 0.81% +21,808 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 92,353 $69M 3.17% +3,131 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 92,125 $68.8M 0.21% -7,245 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 92,121 $68.8M 0.01% -41,873 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 91,690 $68.5M 21.26% -663 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 90,987 $67.9M 0.16% -3,086 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 90,727 $67.8M 1.07% +297 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 90,708 $67.7M 0.85% +870 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 90,029 $67.2M -80,907 Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 89,927 $67.2M 4.79% -1,255 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 89,403 $66.9M 0.88% -4,052 13F-HR/A Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 89,500 $66.8M 34.87% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 89,112 $66.5M 2.33% +88,980 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 88,856 $66.4M 2.32% -3,631 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 88,156 $65.8M 0.33% +72,113 13F-HR/A Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 87,915 $65.7M 40.99% +1,038 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 87,441 $65.3M 16.76% -260 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 86,438 $64.5M 2.11% -2,039 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 86,012 $64.2M 38.02% +23,361 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 85,734 $64.1M 49.68% +58,191 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 85,475 $63.8M 7.72% +77,288 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 85,001 $63.6M 0.9% -2,649 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 84,867 $63.4M 2.56% +1,911 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 84,481 $63.1M 29.65% -5,292 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 84,047 $62.8M 0.39% +4,655 13F-HR/A Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 83,848 $62.6M 29.02% -436 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 83,830 $62.6M 1.46% +4,330 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 83,507 $62.4M 1.39% +3,433 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 83,393 $62.3M 21.94% -6,560 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 84,325 $62.2M 1.25% +6,175 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 82,908 $61.9M 1.07% +11,855 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 82,741 $61.8M 33.02% +8,907 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 82,644 $61.7M 1.19% +20,830 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 82,128 $61.3M 33.75% -507 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 82,041 $61.3M 2.12% -1,643 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 81,884 $61.1M 1.29% -208 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 325,178 $61.1M 7.05% +272,947 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 81,635 $61M 1.3% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 81,364 $60.9M 1.17% -251 13F-HR Timeline Group Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 81,416 $60.8M 16.34% +18,870 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 81,346 $60.7M 0.69% +49,420 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 80,887 $60.4M 0.8% -1,691 13F-HR Timeline Group Unifi Asset Management LP More: the full row for Unifi Asset Management LP 80,674 $60.2M 42.42% -24,196 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 80,585 $60.2M 1.52% -5,446 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 80,324 $60.1M 1.62% -1,165 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 80,417 $60.1M 6.57% -796 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 80,224 $59.9M 24.53% -4,754 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 79,972 $59.9M 1.15% +2,440 13F-HR Timeline LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 80,000 $59.7M 27.62% +57,500 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 79,699 $59.5M 0.8% +2,001 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 79,367 $59.3M 8.54% +53 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 79,367 $59.3M 14.24% 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 79,130 $59.1M 2.8% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 79,000 $59M 4.07% -179,312 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 78,989 $59M 2% +974 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 78,058 $58.3M 4.52% +3,784 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 77,643 $58.2M 19.41% +1,019 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 77,766 $58.1M 0.44% +26,636 13F-HR Timeline Group Seal Cove Capital, LLC More: the full row for Seal Cove Capital, LLC 77,627 $58M 44.44% -880 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 200,652 $57.8M 32.17% +171,145 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 77,076 $57.6M 42.43% -3,319 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 76,886 $57.4M 0.68% +113 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 76,832 $57.4M 1.04% -11,928 13F-HR Timeline KALEIDOSCOPE CAPITAL LP More: the full row for KALEIDOSCOPE CAPITAL LP 76,754 $57.3M 21.18% +194 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 76,730 $57.3M 26.29% 0 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 76,475 $57.1M 13.4% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 76,464 $57.1M 0.9% +4,049 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 75,238 $56.2M 2.74% -2,804 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 74,464 $55.6M 0.2% +306 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 74,123 $55.4M 1.63% -13,339 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 74,119 $55.3M 9.5% +23,744 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 73,906 $55.3M 1.03% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 73,993 $55.3M 6.54% -267 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 73,288 $54.7M 1.73% -703 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 73,026 $54.5M 27.34% +63,226 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 71,685 $54.5M 0.6% +2,721 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 72,970 $54.5M 1.46% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 72,944 $54.5M 7.83% +419 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 72,741 $54.3M 8.9% +2,558 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 72,620 $54.2M 3.07% -660 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 72,460 $54.1M 10.6% +4,610 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 72,251 $54M 8.69% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 72,160 $53.9M 0.67% +15,861 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 71,935 $53.7M 2.06% +2,641 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 71,366 $53.4M 1.32% -531 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 71,068 $53.4M 6.75% -1,519 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 71,473 $53.4M 4.61% +31,890 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 71,473 $53.4M 5.13% +31,890 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 71,388 $53.3M 4.86% -287 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 71,256 $53.2M 2.03% -440 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 71,199 $53.2M 1.52% -18,930 13F-HR/A Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 70,798 $52.9M 13.61% -5,930 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 70,602 $52.7M 0.5% -5,232 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 70,359 $52.5M 7.38% +3,098 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 70,040 $52.3M 0.28% -255,350 13F-HR Timeline Archon Partners LLC More: the full row for Archon Partners LLC 70,000 $52.3M 5.58% 0 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 69,908 $52.2M 14.82% +97 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 69,963 $52.2M 36.69% -17,994 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 69,822 $52.1M 1.8% +12,123 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 69,318 $51.8M 4.98% +2,277 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 207,400 $51.6M 19.09% +135,764 13F-HR/A Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 68,823 $51.4M 2.93% -2,797 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 68,749 $51.3M 3.21% +300 13F-HR Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 68,726 $51.3M 20.87% +1,757 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 68,129 $50.9M +3,305 Timeline Embree Financial Group More: the full row for Embree Financial Group 67,952 $50.7M 5.08% -6,010 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 67,645 $50.5M 9.04% 0 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 67,398 $50.3M 1.66% -16,892 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 67,367 $50.3M 0.75% +5,868 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 67,061 $50.1M 0.02% -35,847 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 74,539 $49.9M 0.83% -2,045 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 66,785 $49.9M 4.42% +242 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 66,632 $49.8M 12.46% +21,624 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 66,463 $49.6M 0.45% -565 13F-HR Timeline Group Wallace Hart LLC More: the full row for Wallace Hart LLC 66,258 $49.5M 30.92% +2,559 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 66,221 $49.5M 14.49% -698 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 66,043 $49.3M 5.4% -128 13F-HR Timeline Group Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 65,874 $49.2M 26.23% +354 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 65,867 $49.2M 3% -335 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 65,588 $49M 27.19% -227 13F-HR Timeline Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 65,461 $48.9M 23.57% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 65,419 $48.9M 29.94% -706 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 65,000 $48.7M 6.5% +10,197 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 65,138 $48.6M -699,864 Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 65,042 $48.6M 0.15% +36,757 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 64,796 $48.4M 8.07% -6,586 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 64,572 $48.2M 2.62% -93 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 63,652 $47.5M 14.6% +1,211 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 63,642 $47.5M 0.84% -14,363 13F-HR Timeline Group Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 63,571 $47.5M 0.24% +1,704 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 63,366 $47.3M 3.99% 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 63,354 $47.3M 9.19% -75 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 63,311 $47.3M 10.95% +50,923 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 63,237 $47.2M 2.79% +9,124 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 606,525 $47.2M 2.16% +551,277 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 63,052 $47.1M 0.78% +594 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 63,062 $47M 8.16% -2,789 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 62,762 $46.9M 8.94% -2,552 13F-HR/A Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 62,666 $46.8M 3.78% -1,360 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 62,277 $46.6M 29.44% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 62,426 $46.6M 3.77% -196 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 74,317 $46.6M 0.97% -4,662 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 62,300 $46.5M 9.01% +50,883 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 62,066 $46.3M 2.23% +1,749 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 61,938 $46.3M 22.77% -897 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 61,906 $46.2M 14.48% +509 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 61,823 $46.2M 0.86% +908 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 61,466 $45.9M 1.79% -994 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 61,460 $45.9M 0.73% -2,821 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 61,350 $45.8M 6.6% -1,599 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 61,065 $45.6M 0.39% +3,332 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 61,008 $45.6M 1.49% -1,009 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 60,367 $45.3M 9.69% +2,006 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 69,678 $45.3M 7.8% -102 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 60,466 $45.2M 40.31% +80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.