DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15,042 $666K 0.08% +15,018 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 15,021 $665K 0.4% -1,382 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 14,784 $655K 0.03% +3,470 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 14,715 $652K 0.32% +810 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 14,580 $646K 0.27% -1,272 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,247 $631K <0.01% -16,258 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,119 $625K <0.01% -1,299 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 14,038 $622K <0.01% +4,568 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 12,813 $620K 0.05% +58 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 13,995 $620K <0.01% +2,438 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,983 $619K 0.02% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 13,950 $618K 0.27% -1,551 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,939 $617K 0.07% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 13,853 $614K 0.56% +213 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,663 $605K <0.01% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 13,540 $600K 0.36% -173 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13,324 $590K 0.3% -67 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,116 $581K 0.04% +672 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 13,115 $581K 0.31% +115 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 13,080 $579K 0.04% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 12,999 $576K 0.05% +170 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 12,902 $571K 0.24% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 12,880 $570K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 12,817 $568K <0.01% -24,652 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,781 $566K <0.01% +1,119 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 12,699 $562K 0.14% -281 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 12,595 $558K 0.14% -19,509 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12,535 $555K 0.17% -2,551 13F-HR/A Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 12,532 $555K 0.08% +2,555 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,237 $549K 0.01% +1,667 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 12,308 $545K 0.33% +1,234 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,273 $544K 0.07% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 12,000 $531K 0.01% -16,722 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 12,000 $531K 0.09% -392 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 11,800 $523K 0.12% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 11,798 $523K 0.16% -604 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 11,521 $510K 0.36% +1,000 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 11,416 $506K <0.01% -2,220 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 11,263 $499K <0.01% +753 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,168 $495K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,071 $490K 0.01% -285 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,045 $489K <0.01% +188 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 10,972 $486K <0.01% -200,122 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,907 $483K 0.06% +761 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,890 $482K 0.04% +10,140 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 11,194 $476K 0.01% +5,862 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 10,665 $472K 0.41% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 10,645 $471K 0.12% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 10,600 $469K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,653 $468K <0.01% +3,690 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,526 $466K 0.02% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 10,506 $465K 0.05% +2,393 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 10,488 $465K 0.01% new 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 10,446 $463K <0.01% +126 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 10,223 $456K 0.02% -283 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,216 $452K 0.03% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10,013 $443K 0.19% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 10,000 $443K 0.06% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 10,000 $443K 0.01% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,970 $442K 0.02% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,863 $437K 0.04% -5,927 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,826 $435K 0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 9,600 $425K 0.09% 0 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 9,504 $421K <0.01% 0 13F-HR Timeline Group Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 9,274 $411K 0.73% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,910 $395K 0.09% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,897 $394K 0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 8,870 $393K 0.04% +6,792 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 8,790 $389K 0.01% -4,690 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,696 $385K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,673 $384K 0.01% -14,135 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 8,571 $380K 0.02% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 8,555 $379K 0.19% -99 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,530 $378K <0.01% -202 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,404 $372K 0.05% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,394 $372K <0.01% new 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 8,383 $371K 0.1% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 8,291 $367K 0.26% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 8,203 $363K 0.2% new 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 8,200 $363K <0.01% +700 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 8,186 $363K 0.2% +285 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,143 $361K 0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 8,113 $359K 0.07% +5,023 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,981 $353K <0.01% +89 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 7,900 $350K <0.01% -240,278 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 7,894 $350K 0.24% +103 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,868 $348K 0.01% +957 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,858 $348K 0.18% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,820 $346K <0.01% 0 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 7,802 $346K 0.03% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 7,701 $341K 0.03% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 7,698 $341K 0.01% -64 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,678 $340K 0.01% +7,651 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 7,650 $339K 0.5% +2,650 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 7,600 $337K 0.32% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 7,600 $337K 0.03% +500 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,538 $334K <0.01% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,510 $333K 0.09% -150 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 7,500 $332K 0.04% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 7,495 $332K 0.15% -22,621 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 7,380 $327K 0.24% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,316 $324K 0.01% +6,969 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,241 $321K 0.01% new 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 7,140 $316K 0.01% new 13F-HR/A Timeline Group Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 7,092 $314K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,921 $307K 0.03% +306 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,913 $306K 0.01% -379 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,907 $306K <0.01% +12 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 6,850 $303K <0.01% -582 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,818 $302K 0.01% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,795 $301K 0.01% -3,370 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 6,662 $295K 0.42% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,800 $289K 0.06% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,441 $285K 0.1% +309 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,406 $284K 0.01% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,376 $282K 0.02% -1,024 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,291 $279K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,255 $277K <0.01% -608 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,242 $276K 0.02% +1,824 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,221 $276K 0.03% 0 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 6,214 $275K 0.03% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 6,233 $275K <0.01% new 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,193 $274K <0.01% 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 6,127 $271K 0.01% 0 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,100 $270K 0.13% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,492 $268K 0.02% new 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,969 $264K 0.01% new 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 5,905 $262K 0.23% -1,515 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,820 $258K 0.05% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,800 $257K 0.01% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,724 $254K 0.02% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,695 $252K 0.01% new 13F-HR Timeline Group Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,685 $252K 0.02% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,683 $252K 0.01% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 5,683 $252K <0.01% -382 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 5,672 $251K 0.09% new 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,658 $251K 0.01% +2,966 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,641 $250K <0.01% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 5,500 $247K 0.09% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 5,482 $243K <0.01% -7,435 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,480 $243K <0.01% -3,928 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,464 $242K 0.03% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,450 $241K 0.1% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,440 $241K 0.03% -2,000 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,386 $239K <0.01% -657 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,349 $237K 0.03% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,345 $237K 0.01% +4,362 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,339 $236K 0.01% -1,544 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,315 $235K 0.01% +4,565 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,300 $235K 0.01% -1,120 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,263 $233K <0.01% +1,614 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,249 $232K 0.03% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,158 $228K <0.01% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,143 $228K 0.01% new 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 5,135 $227K 0.02% -7,127 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,115 $227K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,092 $226K <0.01% +1,941 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,044 $223K 0.04% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,011 $222K 0.03% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 5,000 $221K 0.06% new 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 5,000 $221K 0.02% new 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 5,000 $221K 0.1% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,986 $221K <0.01% -5,766 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,942 $219K <0.01% new 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,915 $218K 0.1% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,899 $217K 0.04% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,874 $216K <0.01% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,845 $215K <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,776 $212K <0.01% new 13F-HR Timeline Group LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,770 $211K 0.08% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,718 $209K 0.01% new 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,681 $207K <0.01% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,498 $205K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,609 $204K 0.01% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,600 $204K 0.12% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,584 $203K 0.19% new 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 4,476 $198K 0.04% +1,279 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,179 $185K 0.01% +367 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,139 $183K 0.01% +278 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,913 $173K 0.01% +441 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,891 $172K 0.1% +875 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,768 $167K <0.01% -671 13F-HR/A Timeline 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 3,533 $156K 0.01% -3,967 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,311 $147K 0.01% +2,057 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,142 $139K <0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,900 $128K 0.01% 0 13F-HR/A Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,800 $124K 0.01% -1,099 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,700 $120K 0.06% +1,200 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,598 $115K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,589 $115K <0.01% +16 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,557 $113K <0.01% -19 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,536 $112K 0.08% +1,102 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,500 $111K 0.04% -1,000 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,463 $109K <0.01% +61 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,310 $102K <0.01% +825 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,269 $100K <0.01% +363 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,200 $97.4K 0.02% +545 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,187 $96.9K <0.01% -250,000 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,085 $92.3K 0.09% +35 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,073 $91.8K <0.01% 13F-HR Timeline