Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 49,737 $3.85M 0.29% -59,928 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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 49,699 $3.85M <0.01% +11,956 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 47,861 $3.71M 0.01% +10,963 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 45,820 $3.55M 0.35% -1,825 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 45,149 $3.5M 0.16% 0 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 45,000 $3.49M 1.05% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 44,110 $3.42M 0.04% -51,428 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 43,723 $3.39M 1.46% -4,096 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 43,553 $3.39M 1.29% +1,125 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 43,034 $3.39M 0.14% -1,575 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 42,698 $3.31M 0.33% +11,662 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 42,376 $3.28M 0.01% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 40,603 $3.15M 2.15% -13,400 13F-HR Timeline S&CO INC More: the full row for S&CO INC 40,000 $3.1M 0.2% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 39,592 $3.07M 0.05% -179 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 39,550 $2.99M 0.05% +12,399 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 38,443 $2.98M 0.24% -1,017 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 38,421 $2.98M 0.12% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 37,958 $2.94M 0.02% +525 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 37,939 $2.94M 0.05% +18,057 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 37,500 $2.91M <0.01% +11,400 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 36,008 $2.79M 0.02% -1,965 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 35,776 $2.77M 0.23% -2,787 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 34,626 $2.68M 0.06% +72 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 34,405 $2.67M 0.07% +24,903 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 34,178 $2.65M 0.9% 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,880 $2.63M 0.01% +16,109 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 33,724 $2.61M 0.04% -309 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 33,495 $2.6M 1.53% +12,089 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 33,068 $2.56M 0.66% +2,556 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 32,871 $2.55M 0.62% -106 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 32,867 $2.55M 0.88% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 32,526 $2.52M 0.22% -2,723 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 32,240 $2.5M 0.3% +12,755 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 31,978 $2.48M <0.01% -1,042 13F-HR/A Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 31,709 $2.46M 0.07% +3,416 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 31,701 $2.46M 1.98% +4,325 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 31,159 $2.41M 1.85% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 31,092 $2.41M 0.01% -1,281 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 30,617 $2.37M 0.15% +187 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 30,124 $2.33M 0.1% -40,354 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 32,305 $2.27M 0.08% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 28,450 $2.2M 0.21% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 28,263 $2.19M 0.36% -1,150 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 27,576 $2.14M 0.02% +14,021 13F-HR/A Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 27,294 $2.12M 0.17% +3,768 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 27,380 $2.12M 0.07% +3,743 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 27,351 $2.12M <0.01% -1,422 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 26,749 $2.07M 1.45% +4,105 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 26,038 $2.02M 0.04% -1,336 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 25,825 $2M <0.01% -395,257 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,681 $1.99M 0.02% -335 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 25,485 $1.98M 0.35% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25,351 $1.96M 0.03% +20,990 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 25,246 $1.96M 0.8% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25,113 $1.95M 0.01% +2,529 13F-HR Timeline PJT Investments Corp. More: the full row for PJT Investments Corp. 25,021 $1.94M 1.03% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 24,802 $1.92M 0.05% +1,796 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 24,693 $1.91M 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,612 $1.91M <0.01% +708 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 24,609 $1.91M 0.05% +72 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 24,401 $1.89M 1.44% +24,331 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 24,260 $1.88M 0.01% +6,560 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 24,247 $1.88M 0.17% -6,875 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 24,151 $1.87M 0.32% -61 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,683 $1.84M <0.01% +3,310 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,424 $1.82M 0.05% +1,969 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,316 $1.81M 0.01% +18,679 13F-HR Timeline Group Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 23,308 $1.81M 2.11% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 23,258 $1.8M 0.06% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,177 $1.8M 0.04% +16,396 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 23,126 $1.79M 0.72% -2,260 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,056 $1.79M 0.04% +5,641 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 23,000 $1.78M 0.19% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 22,609 $1.75M 0.08% +11,675 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 22,427 $1.74M 0.44% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 22,400 $1.74M 0.2% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 22,400 $1.74M 0.95% +2,800 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 22,231 $1.72M 0.13% +3,260 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 21,967 $1.7M 0.02% -1,123 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 21,776 $1.69M <0.01% +194 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 21,779 $1.69M 0.24% +8,215 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 21,355 $1.65M 0.33% +4,712 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 21,184 $1.64M 0.04% +354 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 21,175 $1.64M 0.16% +275 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,005 $1.63M 0.02% +15,482 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 21,000 $1.63M 1.31% -12,500 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 20,963 $1.62M 0.01% -13,471 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 20,439 $1.58M 0.71% +87 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 20,346 $1.58M 0.11% -3,333 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 20,234 $1.57M 0.02% +11,112 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 20,220 $1.57M 0.02% new 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 20,029 $1.55M 0.84% +19,959 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 19,897 $1.54M <0.01% +10,313 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 19,541 $1.51M 0.64% -41 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,298 $1.49M <0.01% +5,223 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 19,164 $1.49M 0.02% +9,086 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 19,144 $1.48M 0.05% +3,830 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 19,094 $1.48M 0.77% +10,869 13F-HR Timeline Burgundy Asset Management Ltd. More: the full row for Burgundy Asset Management Ltd. 18,911 $1.47M 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,714 $1.45M 0.08% +505 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 18,293 $1.42M 0.01% -43,058 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 18,000 $1.4M 0.19% 0 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 17,880 $1.39M 0.44% +262 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 17,805 $1.38M 0.76% +221 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 17,800 $1.38M 0.12% +1,015 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 17,417 $1.35M 0.89% -12 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 17,362 $1.35M 0.38% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,210 $1.33M 0.02% +1,916 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,901 $1.31M 0.12% -2,976 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,491 $1.28M 0.07% -2,669 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 16,430 $1.27M 0.71% +132 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,287 $1.26M 0.02% +12,453 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,140 $1.25M 0.04% +410 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,968 $1.24M 0.32% +28 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 15,732 $1.22M 0.19% +4,408 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 15,715 $1.22M 0.47% +7,299 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 15,395 $1.19M 0.78% +856 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,208 $1.18M 0.02% +6,133 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 15,128 $1.17M 0.76% +45 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 15,100 $1.17M 0.05% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15,015 $1.16M <0.01% -513 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 14,965 $1.16M 0.02% new 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 14,901 $1.15M 0.09% -147 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 14,821 $1.15M 0.98% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 14,796 $1.15M 0.41% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 14,515 $1.12M 0.4% -1,602 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 14,316 $1.11M 0.52% +123 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,271 $1.11M 0.02% +1,914 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,251 $1.1M <0.01% +9,208 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,968 $1.08M 0.03% -1,146 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,779 $1.07M 0.07% -1,555 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 13,640 $1.06M 0.26% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 13,381 $1.04M 0.06% -136 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,242 $1.03M 0.11% +107 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,199 $1.02M 0.01% -1,559 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 12,908 $1M 0.33% -121 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,854 $996K 0.01% -504 13F-HR Timeline Group Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 12,830 $994K 0.48% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 12,792 $991K 0.17% +186 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 12,727 $986K 0.17% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,574 $974K 0.04% +1,203 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,539 $972K 0.01% +253 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,500 $969K 0.25% +500 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 12,454 $965K 0.18% +948 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 12,428 $963K 0.01% +6,019 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,288 $952K <0.01% +1,201 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 12,280 $952K 0.14% new 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 12,109 $938K 0.23% +164 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 12,561 $927K 0.01% +2,854 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 11,888 $921K 0.15% -930 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,803 $915K 0.02% +6,034 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 11,784 $913K 0.36% +4,815 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 11,662 $904K 0.01% +2,300 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,571 $897K 0.01% +558 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,453 $888K 0.07% +4,738 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 11,437 $886K 0.02% +3,030 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 11,370 $881K 0.05% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,977 $851K 0.01% -411 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 10,957 $849K 0.14% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,943 $848K 0.03% -1,402 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,918 $846K 0.01% 0 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 10,843 $840K 0.16% +738 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 10,834 $840K <0.01% new 13F-HR/A Timeline Group Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 10,793 $836K 2.01% +1,012 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 10,785 $836K 0.05% -600 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,773 $835K 0.01% +4,936 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,613 $823K 0.15% -1,727 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 10,290 $798K 0.03% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,251 $794K 0.08% -679 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,203 $791K 0.08% -48,646 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,011 $776K 0.05% -301 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 9,900 $767K <0.01% -2,400 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,840 $763K 0.05% +1,842 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,044 $760K 0.04% -107 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,754 $756K <0.01% +233 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,651 $748K <0.01% +850 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,644 $747K 0.04% -1,414 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. 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