Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 19,319 $65.9M 0.94% 0 13F-HR Timeline Sixth Street Partners Management Compan… in group Sixth Street Partners Managem… More: the full row for Sixth Street Partners Management Company, L.P. 2,714,226 $62M 5.33% 0 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,529,187 $57.8M 0.05% +385,398 13F-HR Timeline Group Burgundy Asset Management Ltd. More: the full row for Burgundy Asset Management Ltd. 2,362,088 $57.8M 0.54% -16,880 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 2,476,398 $56.6M 2.92% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,402,407 $50.6M 2.76% -3,889 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,104,173 $48.1M 0.18% -1,072,433 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,004,037 $45.8M <0.01% +131,329 13F-HR/A Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,558,667 $35.6M 0.4% +1,541 13F-HR Timeline Group ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 1,394,779 $31.9M 1.46% -7,910 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,316,597 $30.1M 0.01% +130,586 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,224,946 $28M 0.01% -16,093 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 1,203,357 $27.5M +11,724 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 993,735 $22.7M <0.01% +50,946 13F-HR/A Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 972,712 $22.2M 0.05% -82,850 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 872,139 $19.9M 0.01% +43,610 13F-HR Timeline Group Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 871,433 $19.9M 1.75% -193,391 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 811,430 $18.5M <0.01% +115,425 13F-HR Timeline Group Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 746,958 $17.1M 6.62% +138,342 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 746,726 $17.1M 0.21% +28,388 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 692,287 $15.8M <0.01% +116,855 13F-HR/A Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 662,896 $15.2M 0.01% +135,789 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 661,913 $15.1M <0.01% +52,686 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 636,338 $14.5M 0.16% +13,816 13F-HR Timeline Melia Wealth LLC More: the full row for Melia Wealth LLC 622,898 $14.2M 6.23% +7,982 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 612,527 $14M 0.01% -50,585 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 588,967 $13.5M <0.01% +50,567 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 573,774 $13.1M <0.01% -49,000 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 558,938 $12.8M 0.7% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 557,946 $12.8M 0.01% +63,536 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 546,347 $12.5M <0.01% +60,929 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 496,810 $11.4M 1.29% +59,249 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 474,321 $10.8M 1.7% +9,080 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 462,426 $10.6M 0.01% -132,603 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 439,832 $10.1M <0.01% +115,636 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 409,968 $9.37M 0.02% -12,666 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 398,278 $9.1M 0.21% -29,562 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 304,531 $6.96M <0.01% -42,963 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 303,638 $6.94M 0.03% +1,526 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 286,451 $6.55M <0.01% +144,974 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 259,298 $5.93M <0.01% +43,648 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 251,052 $5.74M 0.01% -13,775 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 247,436 $5.66M 0.19% +32,666 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 233,908 $5.35M 0.08% -54,158 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 230,586 $5.27M <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 228,754 $5.23M 0.09% +22,677 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 214,689 $4.91M 0.06% +2,713 13F-HR Timeline Group RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 214,249 $4.9M 3.42% +23,754 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 205,934 $4.71M 0.01% -1,178 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 187,604 $4.29M 0.33% new 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 184,819 $4.22M 0.41% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 182,591 $4.17M 0.03% +2,889 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 182,385 $4.17M 0.03% +4,171 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 169,392 $3.87M 0.7% -24,571 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 162,375 $3.71M 0.01% -27,941 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 159,133 $3.64M 0.41% -39,552 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 158,713 $3.62M 0.01% +22,659 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 153,996 $3.52M 0.29% +5,979 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 150,549 $3.44M 0.01% +6 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 149,764 $3.42M 0.4% +12,056 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 137,122 $3.13M 2.38% -18 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 135,502 $3.1M 0.01% +71,126 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 133,718 $3.06M 0.11% -11,016 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 129,595 $2.96M <0.01% -12,819 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 129,495 $2.96M 1.17% +13 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 123,237 $2.82M <0.01% 0 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 108,404 $2.48M 0.18% +4,631 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 107,809 $2.46M 0.06% +2,660 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 100,000 $2.29M 0.03% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 93,900 $2.15M <0.01% +69,294 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 92,208 $2.11M <0.01% +2,545 13F-HR Timeline Group FJ Capital Management LLC More: the full row for FJ Capital Management LLC 91,827 $2.1M 0.22% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 90,734 $2.07M <0.01% -2,331 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 88,917 $2.03M <0.01% new 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 78,669 $1.8M <0.01% -5,623 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 77,376 $1.77M 0.01% +1,170 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 72,070 $1.65M <0.01% +21,296 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 69,467 $1.59M 0.26% -1,891 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 67,472 $1.54M <0.01% +10,891 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 66,490 $1.52M <0.01% -1,210 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 65,983 $1.51M <0.01% +27,266 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 60,323 $1.48M 0.04% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 63,622 $1.45M 0.39% +12,194 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 61,259 $1.4M 0.3% -728 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 59,334 $1.36M <0.01% +1,299 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 59,128 $1.35M 0.06% -4,448 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 57,357 $1.31M 0.03% -538 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 57,307 $1.31M 0.01% +4,088 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 56,672 $1.3M 0.1% -42,171 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 54,214 $1.24M 0.03% -16,603 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 54,179 $1.24M <0.01% +6,512 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 50,519 $1.15M 0.01% +907 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 50,019 $1.14M 0.02% +1,184 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 49,664 $1.14M <0.01% +5,239 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 46,535 $1.06M 0.2% -895 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 46,123 $1.05M 0.06% -543 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 44,991 $1.03M 0.35% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 44,616 $1.02M 0.04% -4,162 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,732 $986K <0.01% +1,393 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 41,846 $957K 0.01% -276 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 41,666 $952K <0.01% -11,330 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 44,663 $937K 0.01% +28,367 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 40,390 $923K 0.04% +5,252 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 40,145 $918K 0.8% -21,855 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 39,962 $914K 0.05% -1,085 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 39,941 $913K <0.01% -35,870 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 39,858 $911K 0.02% -1 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 39,787 $910K <0.01% +1,158 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 39,640 $906K 0.02% +420 13F-HR/A Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 39,519 $903K 0.1% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 38,999 $892K <0.01% 0 13F-HR Timeline Group Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 38,750 $886K 0.68% +2,000 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 37,474 $857K 0.75% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 36,185 $819K 0.03% +3,666 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 35,500 $812K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 35,311 $807K 0.05% -197 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 35,281 $807K 0.03% -28,630 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,360 $785K <0.01% +19,634 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 34,158 $781K <0.01% +3,530 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 34,014 $778K <0.01% -5,010 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 32,824 $750K 0.01% new 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 31,875 $729K 0.05% -777 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 30,938 $677K 0.14% +1,123 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 29,144 $666K 0.05% -667 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 29,700 $655K 0.07% +4,500 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 28,400 $649K 0.09% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 27,945 $639K 0.15% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 26,990 $617K 0.18% -2,312 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 26,857 $614K <0.01% -114 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 25,249 $577K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 25,140 $575K <0.01% +27 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 25,000 $572K 0.33% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 24,777 $566K 0.63% -1,500 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 24,265 $555K 0.21% +7,968 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 23,806 $544K 0.01% new 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 23,775 $543K 0.04% +11,249 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 23,369 $534K 0.01% +505 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 22,790 $520K 0.18% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 22,688 $519K 0.04% +2,733 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 21,729 $497K 0.1% +8,529 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 21,235 $485K 0.04% -2,849 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 21,159 $484K 0.02% +551 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 21,103 $482K 0.07% -817 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,018 $480K <0.01% -850 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 20,937 $479K <0.01% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 20,420 $467K <0.01% +1,261 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 20,041 $458K 0.26% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 19,605 $448K <0.01% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 19,400 $443K 0.03% 0 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 19,145 $438K 0.27% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 19,056 $436K <0.01% new 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 18,582 $425K 0.11% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,558 $424K <0.01% -4,977 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,462 $422K <0.01% +123 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 18,295 $418K 0.02% +4,145 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,041 $412K 0.01% +29 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,000 $411K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 16,513 $377K 0.01% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 15,889 $363K 0.04% +309 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 15,609 $357K <0.01% +3,014 13F-HR Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 15,341 $351K 0.29% +115 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 14,759 $337K <0.01% -291 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 14,570 $333K 0.05% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 14,000 $320K 0.01% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 15,426 $317K 0.04% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,621 $311K <0.01% +4,888 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 12,656 $289K 0.13% -1,666 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,030 $289K 0.07% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,493 $286K <0.01% +10,821 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,924 $273K 0.01% -237 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 11,730 $268K 0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,701 $267K 0.02% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 11,668 $267K 0.12% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 11,514 $263K 0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,297 $258K <0.01% new 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 10,952 $250K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,861 $248K <0.01% -8,641 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 10,789 $247K <0.01% +4,201 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 10,338 $236K 0.03% -226 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 10,268 $235K 0.01% new 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 9,700 $222K <0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,700 $222K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,515 $218K <0.01% +31 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,459 $216K <0.01% +98 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,000 $210K 0.04% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 9,108 $208K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,083 $208K 0.08% +1,418 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,000 $206K 0.01% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,000 $206K 0.03% -1,090 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,341 $168K <0.01% 0 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 6,120 $140K 0.07% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 5,350 $122K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,235 $120K 0.02% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,096 $116K <0.01% -4,184 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4,814 $110K 0.07% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,764 $108K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,700 $107K <0.01% +4,033 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,564 $104K <0.01% -95 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 4,289 $98K <0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,200 $96K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.