Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 42,275 $6.64M 1.52% -30 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 41,954 $6.59M 0.08% +3,856 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 41,923 $6.58M 5.4% new 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 41,611 $6.53M 12.2% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 41,605 $6.53M 0.39% +3,615 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 41,299 $6.48M 0.83% +437 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 41,074 $6.45M 0.04% -600 13F-HR Timeline Group Atwater Malick LLC More: the full row for Atwater Malick LLC 39,737 $6.24M 1.36% -491 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 39,463 $6.19M 0.1% +4,051 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 39,425 $6.19M 0.08% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 39,265 $6.16M 0.12% +12,111 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 38,812 $6.09M 0.21% -3,652 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 37,900 $5.95M 0.02% +35,013 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 37,882 $5.95M 0.54% new 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 37,715 $5.92M <0.01% -4,155 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 37,310 $5.86M 0.02% -2,323 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 36,887 $5.79M 0.25% +1 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 36,858 $5.79M 0.05% +45 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 36,380 $5.71M 0.1% +107 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 36,380 $5.71M 0.03% +792 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 35,992 $5.65M 0.38% -1,032 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 40,588 $5.62M 0.97% 0 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 35,423 $5.56M <0.01% -147,862 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 35,154 $5.52M 0.17% -6,892 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 34,691 $5.45M 1.77% -56 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 32,922 $5.17M 0.03% +9,118 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 32,910 $5.17M 1.19% +1 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 32,773 $5.14M 0.07% +15,621 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 32,677 $5.13M 1.64% -46 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 32,261 $5.06M 0.03% +1 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 32,232 $5.06M 0.1% +36 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 32,217 $5.06M 0.93% -1 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 32,183 $5.05M <0.01% +1,294 13F-HR Timeline Group MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 32,029 $5.03M 0.56% -10,088 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 31,062 $4.88M 3.01% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 30,930 $4.86M 0.54% -66 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 30,898 $4.85M 0.65% -825 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 30,431 $4.78M 0.01% +16,675 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 30,420 $4.78M 0.95% +17 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 30,335 $4.76M <0.01% +3,148 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 30,329 $4.76M 0.07% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 29,763 $4.67M 1.34% -1,480 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 29,459 $4.62M 0.16% -5,847 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 28,780 $4.52M 0.17% +1,956 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 28,716 $4.51M 0.12% -19,881 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 28,399 $4.46M 0.41% -3,510 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 28,178 $4.42M 0.65% -682 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 27,165 $4.26M 0.02% -410 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 27,120 $4.26M 0.01% +1,858 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 27,100 $4.25M 0.05% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 26,811 $4.21M 0.02% -16,848 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 26,718 $4.19M 0.06% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 26,624 $4.18M 0.11% +1,166 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 26,144 $4.1M 2.72% -933 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 25,974 $4.08M 0.16% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 25,751 $4.04M 0.1% -395 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 25,719 $4.04M 0.55% -395 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 25,501 $4M 0.04% +2,688 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 25,383 $3.98M 0.59% -1,120 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 25,302 $3.95M 0.39% +219 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 25,060 $3.93M 0.1% -7,594 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 24,912 $3.91M 1.89% -131 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,671 $3.87M 0.02% +759 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 24,596 $3.86M 1.6% +10,923 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 24,548 $3.85M 0.02% +1,069 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 24,240 $3.8M 0.07% -10,154 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 23,934 $3.76M 0.37% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 23,759 $3.73M 0.02% +15,204 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 23,547 $3.7M 0.03% +251 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 23,464 $3.68M 0.44% -170 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 23,219 $3.64M 0.79% +552 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 23,047 $3.62M 0.18% -2,200 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 22,652 $3.56M 1.04% -316 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 22,638 $3.55M 0.9% +782 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 22,596 $3.55M <0.01% -8,199 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 22,485 $3.53M 0.28% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 22,362 $3.51M 0.07% -328 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 22,305 $3.5M 0.69% +228 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 22,287 $3.5M 1.32% +16,219 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 22,029 $3.46M <0.01% -3 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 21,300 $3.34M <0.01% new 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 20,395 $3.2M 0.4% -755 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 19,510 $3.06M 1.09% -979 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 19,262 $3.02M 0.04% +869 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 19,160 $3.01M 1.06% +934 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 19,088 $3M 0.15% -7,585 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,825 $2.95M 0.01% +11,386 13F-HR Timeline Group LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 18,424 $2.89M 0.9% +3,673 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,319 $2.88M 0.09% +13,850 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,189 $2.86M 0.01% -1,936 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 18,153 $2.85M 0.04% -413 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 18,122 $2.84M 2.26% -8,999 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 17,970 $2.82M 0.09% -19,892 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,878 $2.81M 0.08% +231 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 17,555 $2.76M 0.01% +680 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 17,531 $2.75M 1.18% -350 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 17,421 $2.73M 8.4% +331 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 17,243 $2.71M 0.07% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 17,162 $2.69M 0.03% +7,201 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 17,048 $2.68M 0.73% +44 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 16,987 $2.67M 0.07% -400 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 16,807 $2.64M 0.01% -122,898 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 16,704 $2.62M 0.03% 0 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,529 $2.59M <0.01% -523,733 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,329 $2.56M 0.01% +298 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 16,300 $2.56M 0.74% -985 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,296 $2.56M 0.01% +100 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,215 $2.55M 0.59% +112 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 16,200 $2.54M 0.03% +1,690 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 26,847 $2.5M +13,069 Timeline G&S Capital LLC More: the full row for G&S Capital LLC 15,796 $2.48M 0.72% +1,328 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,568 $2.44M 0.03% +484 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 15,517 $2.44M 0.72% -18 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 15,486 $2.43M 0.69% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 14,792 $2.32M 0.12% -7 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 14,674 $2.3M 0.06% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 14,305 $2.25M 0.2% -300 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,296 $2.24M <0.01% +392 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 14,087 $2.21M 0.03% -941 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 13,996 $2.2M 0.61% +146 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 13,876 $2.18M <0.01% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,717 $2.15M 0.03% +106 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 13,654 $2.14M 0.03% +951 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,512 $2.12M 0.04% +74 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 13,470 $2.11M <0.01% -12,872 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,075 $2.05M 0.02% -357 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 13,057 $2.05M 0.04% +47 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 13,052 $2.05M 0.02% 0 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 13,045 $2.05M 1.21% +7,538 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 13,031 $2.05M 0.09% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 12,983 $2.04M 0.67% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,849 $2.02M 0.04% +360 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12,794 $2.01M 0.04% -1,681 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 12,767 $2M <0.01% -682,785 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 12,609 $1.98M 1.59% -1,193 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 12,543 $1.97M 0.04% -779 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 12,422 $1.95M 0.45% -3 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 12,407 $1.95M 0.24% -744 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,390 $1.94M <0.01% -3,524 13F-HR Timeline Group Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 12,477 $1.94M <0.01% -1,946 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,384 $1.94M 0.16% -341 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 12,332 $1.94M 0.46% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 12,330 $1.93M 0.05% +20 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 12,457 $1.93M 0.41% -288 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 12,285 $1.93M 0.04% +3,893 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 12,250 $1.92M 0.16% -250 13F-HR Timeline Group J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 11,938 $1.87M 0.35% +2,644 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,895 $1.87M 0.06% 0 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 11,793 $1.85M 0.2% +75 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,369 $1.85M 0.03% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 11,623 $1.82M 0.17% -350 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,583 $1.82M 0.18% +3,278 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,563 $1.82M 0.02% -277 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 11,545 $1.81M 0.09% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,255 $1.77M 0.11% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,059 $1.74M 0.02% +1,361 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,944 $1.72M 0.11% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,863 $1.71M 0.02% -694 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 10,751 $1.69M 0.42% -194 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 10,726 $1.68M 0.83% -74 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 10,717 $1.68M 0.44% +68 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 10,703 $1.68M +2,763 Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 10,556 $1.66M 0.07% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 10,500 $1.65M 0.53% +8,000 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 10,470 $1.64M 0.66% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 10,463 $1.64M 0.1% +6,878 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,379 $1.63M 0.01% +7,500 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,094 $1.58M 0.02% -2,464 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,070 $1.58M 0.34% -27 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,043 $1.58M 0.02% +50 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 10,000 $1.57M 0.04% 0 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 10,000 $1.57M <0.01% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 10,000 $1.57M 0.8% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,900 $1.55M 0.02% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 9,745 $1.53M 0.03% -58,805 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 9,800 $1.53M 0.04% -500 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,567 $1.5M 0.22% +262 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,541 $1.5M 0.01% +18 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,501 $1.49M 0.1% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 9,463 $1.49M <0.01% 0 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 9,445 $1.48M 0.16% +7,173 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 9,199 $1.44M +263 Timeline GenTrust, LLC More: the full row for GenTrust, LLC 9,101 $1.43M 0.05% -274 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,947 $1.4M 0.29% -506 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,935 $1.4M 0.02% +5,200 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,892 $1.4M 0.06% +5 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,850 $1.39M 0.51% +57 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,775 $1.38M 0.11% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 8,754 $1.37M 0.63% -224 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,753 $1.37M 0.01% -1,504 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,728 $1.37M <0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,679 $1.36M 0.01% -510 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 8,651 $1.36M 0.82% -1,876 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,623 $1.35M 0.03% -83 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,671 $1.34M <0.01% +640 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8,421 $1.32M 0.48% +1,856 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,338 $1.31M 0.02% +51 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,300 $1.3M 0.04% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,248 $1.29M 0.07% -1,461 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,231 $1.29M 0.01% +4,217 13F-HR Timeline