Allworth Financial LP More: the full row for Allworth Financial LP 5,774 $625K <0.01% +3,893 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,207 $622K 0.11% +586 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 7,128 $621K 0.06% -332 13F-HR Timeline Group Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 7,123 $615K 0.49% -830 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 7,089 $612K 0.02% -2,574 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,039 $608K 0.01% +687 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 7,000 $604K 0.36% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,000 $604K 0.1% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,927 $598K 0.16% -24 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,620 $593K 0.11% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,810 $588K 0.12% -60 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 6,734 $581K 0.14% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,613 $577K 0.01% -287 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,278 $571K 0.03% -782 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,561 $566K 0.01% -18 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,561 $566K 0.02% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,504 $561K 0.04% +2,308 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,504 $561K 0.01% +2,303 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,298 $544K 0.01% -763 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 6,228 $538K 0.02% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,197 $535K <0.01% -21 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 6,076 $524K 0.01% +1,238 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,012 $519K 0.01% +333 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,008 $519K 0.08% +1,593 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,895 $509K 0.01% -307 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 5,868 $506K 0.02% -700 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,761 $497K <0.01% -236 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,749 $496K 0.02% -493 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,718 $494K 0.07% +403 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,541 $478K 0.03% -89 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,540 $478K 0.01% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,416 $467K 0.08% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,381 $464K <0.01% +417 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,350 $462K 0.04% +100 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,285 $460K 0.01% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,328 $460K <0.01% -24 13F-HR Timeline Group Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,315 $459K 0.33% +100 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,307 $458K 0.09% -785 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,287 $456K 0.01% +142 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,251 $453K 0.01% +3,130 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,220 $451K 0.02% -171 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,202 $449K <0.01% -32,003 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,124 $442K <0.01% -15,926 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,090 $439K <0.01% +1,942 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 5,063 $437K 0.01% -2 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 5,030 $434K 0.01% -559 13F-HR/A Timeline Sciencast Management LP More: the full row for Sciencast Management LP 5,024 $434K 0.12% -8,837 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,988 $431K 0.01% +113 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,956 $428K 0.19% +4,756 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 4,950 $427K 0.01% +1,238 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,908 $424K 0.01% +255 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,882 $421K 0.02% +71 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,856 $419K <0.01% -736 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,847 $418K <0.01% +397 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,836 $417K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,835 $417K 0.32% +123 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,782 $413K 0.35% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,774 $412K <0.01% -2,371 13F-HR/A Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,743 $409K <0.01% +257 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,724 $408K 0.01% -230 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,694 $405K 0.03% +4 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,679 $404K <0.01% +349 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,665 $403K 0.04% -94 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,619 $399K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,612 $398K <0.01% +779 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 4,486 $387K 0.04% -140 13F-HR Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,475 $386K 0.01% -100 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,400 $380K 0.04% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,362 $380K 0.01% -20 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,360 $376K 0.02% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 4,339 $374K 0.05% -370 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,306 $372K 0.02% -3 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,305 $372K <0.01% +811 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,288 $370K 0.02% +1,414 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,275 $369K 0.01% +21 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,251 $367K 0.02% -571 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,222 $364K 0.01% +1,115 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,103 $364K <0.01% -96 13F-HR Timeline Group QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 4,169 $360K 0.24% new 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 4,140 $357K 0.14% +31 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,118 $355K 0.08% +103 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,073 $352K <0.01% +3 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,064 $351K 0.01% -668 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,000 $350K 0.05% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,050 $350K 0.07% -100 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 4,056 $349K <0.01% -597 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,027 $348K 0.16% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,023 $347K 0.03% -3 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,002 $345K 0.16% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,000 $345K 0.01% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,999 $345K 0.01% -276 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,998 $345K 0.01% +219 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,945 $340K 0.09% +31 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,931 $339K 0.11% +325 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,930 $339K 0.02% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,897 $339K 0.01% -495 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,904 $337K 0.01% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,900 $337K 0.15% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,894 $336K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,829 $330K 0.3% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,775 $326K <0.01% +1,215 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,727 $324K 0.01% -88 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,752 $324K 0.01% -806 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,750 $324K 0.23% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,704 $320K 0.02% -32,609 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,701 $319K 0.01% +30 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,697 $319K 0.04% 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,666 $316K 0.01% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 3,650 $315K 0.18% -4,543 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,643 $314K 0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,507 $312K 0.02% +1,712 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,520 $304K <0.01% -200 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,513 $303K 0.01% +60 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,510 $303K 0.01% +1,527 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,502 $302K <0.01% -165 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 3,500 $302K <0.01% -2,000 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,500 $302K 0.08% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,485 $301K 0.17% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,459 $299K 0.02% +150 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,454 $298K 0.02% -217 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3,410 $294K 0.26% 13F-HR/A Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,113 $294K 0.11% +118 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,391 $293K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,377 $291K 0.02% +122 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,370 $291K 0.11% -478 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,359 $290K 0.13% +150 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,343 $289K 0.01% +131 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,005 $281K 0.05% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,235 $279K 0.11% -77 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,237 $279K <0.01% +160 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,193 $276K 0.02% -4 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,158 $273K 0.1% -189 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,141 $271K 0.03% +403 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,123 $270K 0.03% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,100 $268K 0.06% -25 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,091 $267K <0.01% +195 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,078 $266K 0.02% -6 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,058 $264K 0.01% -96 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,055 $264K 0.1% +348 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,035 $262K 0.02% -674 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,029 $261K 0.02% 0 13F-HR Timeline Group Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,021 $261K 0.03% +824 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,000 $259K 0.24% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,000 $259K 0.04% -10,000 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,956 $255K <0.01% +93 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,954 $255K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,952 $255K 0.13% -227 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,914 $252K 0.02% 0 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,867 $247K 0.01% +486 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,835 $245K 0.04% -6 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,500 $245K 0.01% -116 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,790 $241K 0.02% -138 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,784 $240K 0.1% -151 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,762 $238K 0.01% -108 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,715 $234K 0.03% +1 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,705 $233K <0.01% -2 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,678 $231K <0.01% -381 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,678 $231K <0.01% -101 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 2,666 $230K 0.02% -2,604 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,658 $229K 0.05% -766 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,640 $228K 0.03% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,640 $228K 0.11% +367 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,627 $227K <0.01% -1,427 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,620 $226K 0.01% -153 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,619 $226K 0.01% -39 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,615 $226K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,612 $225K 0.01% -48 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,600 $224K 0.07% +38 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,594 $224K 0.01% -10 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. KKM Financial LLC More: the full row for KKM Financial LLC 2,594 $224K 0.09% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,576 $222K 0.03% -115 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,573 $222K 0.05% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,542 $219K 0.14% -451 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,531 $219K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,522 $218K <0.01% +137 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,520 $217K 0.02% -82 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 2,491 $215K 0.1% 13F-HR Timeline Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 2,485 $214K <0.01% -140 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,475 $214K 0.05% -11 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,454 $212K 0.02% -1,422 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,452 $212K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,430 $210K 0.01% +129 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,351 $204K <0.01% +291 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 2,356 $203K 0.45% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,343 $202K 0.2% +28 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,338 $202K 0.03% -38 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,293 $198K <0.01% +136 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,290 $198K 0.01% +72 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,220 $192K 0.19% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,200 $190K 0.08% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,160 $186K 0.01% -85 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,150 $186K 0.01% +1,979 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,055 $177K -7,990 Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 2,000 $173K 0.03% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,816 $157K 0.08% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,729 $149K <0.01% -234 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,619 $140K 0.02% +68 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,563 $135K <0.01% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,452 $125K 0.01% +225 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,456 $124K <0.01% +520 13F-HR Timeline Group