EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,500 $207K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,122 $201K <0.01% -6,933 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,104 $201K <0.01% new 13F-HR Timeline Group CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 13,039 $200K <0.01% new 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 12,750 $200K 0.02% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 12,809 $197K 0.05% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,273 $188K <0.01% +3,110 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 12,202 $187K 0.05% 0 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,101 $186K <0.01% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,037 $185K <0.01% new 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 12,000 $184K 0.01% 0 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,792 $181K <0.01% -2,833 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,321 $174K 0.01% +1,200 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,172 $171K <0.01% +606 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 11,100 $170K <0.01% new 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 11,067 $170K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 11,105 $170K <0.01% +3,566 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11,034 $169K <0.01% +6,778 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 10,885 $167K <0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,674 $164K 0.02% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 10,259 $157K 0.22% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,160 $156K 0.01% new 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 10,000 $154K 0.15% 0 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 10,000 $154K 0.01% 0 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 10,000 $154K 0.03% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 10,000 $154K 0.1% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,900 $149K <0.01% +1,988 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,538 $146K <0.01% +889 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,850 $136K 0.01% +8,650 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 8,754 $134K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,680 $133K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,777 $104K <0.01% -1,750 13F-HR Timeline Lionstone Capital Management LLC More: the full row for Lionstone Capital Management LLC 6,760 $104K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,662 $102K <0.01% -1,180 13F-HR/A Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 6,600 $101K 0.03% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 14,719 $100K 0.01% -26,258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMALGAMATED BANK More: the full row for AMALGAMATED BANK 6,494 $100K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,084 $93.4K <0.01% -154 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 5,975 $91.7K 0.02% +4,130 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,948 $91.3K <0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,153 $79.1K 0.02% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,200 $64.5K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,980 $61.1K 0.02% +200 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,653 $56.1K <0.01% +3,487 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,575 $54.9K <0.01% +5 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,400 $52K 0.01% -750,303 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,299 $50.6K <0.01% -56,552 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,800 $43K 0.03% -18,727 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,733 $42K <0.01% -920 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,410 $40.2K 0.01% +1,270 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,467 $37.9K <0.01% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,379 $36.5K <0.01% -103,486 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,346 $36K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,000 $30.7K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,686 $25.9K <0.01% +1,643 13F-HR Timeline 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 1,220 $18.7K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,128 $17.3K <0.01% +100 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 999 $16.5K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,058 $16.2K <0.01% +77 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,000 $15.3K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $15.3K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 995 $15.3K <0.01% +600 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 781 $12K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 737 $11.3K <0.01% +52 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 700 $10.7K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 662 $10.2K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 652 $10K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 618 $9.49K <0.01% +430 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 600 $9.21K <0.01% +587 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 576 $8.84K <0.01% -376 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $7.67K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 500 $7.67K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 500 $7.67K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 355 $5.45K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 345 $5.3K <0.01% -133 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 335 $5.14K <0.01% -45 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 324 $4.97K <0.01% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 300 $4.61K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 294 $4.51K <0.01% -256 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 251 $3.85K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 250 $3.84K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 250 $3.84K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 250 $3.84K <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 221 $3.42K <0.01% 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 200 $3K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 155 $2.38K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 132 $2.03K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 130 $2K <0.01% -110 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 125 $1.92K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 119 $1.83K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 108 $1.66K <0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $1.53K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 81 $1.24K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 75 $1.15K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 50 $768 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 45 $691 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 35 $537 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 29 $446 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 10 $153 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 18 $0 0% -5 13F-HR Timeline Value filed as zero, left out of ratios.