Financial Council, LLC More: the full row for Financial Council, LLC 35,146 $4.86M 2.16% +12 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 34,960 $4.83M 0.42% +4,981 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 34,729 $4.8M 0.3% +8,724 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 34,496 $4.77M 0.05% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 34,459 $4.76M 0.28% 0 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 34,592 $4.76M <0.01% +8,252 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 33,796 $4.67M 2.21% +7,685 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 32,932 $4.55M 1% -1,751 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 32,907 $4.55M 1.42% -319 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 31,779 $4.39M 1.51% -3,049 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 31,710 $4.38M 0.79% -755 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 31,062 $4.29M 4.05% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 31,002 $4.29M 0.53% +95 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 30,514 $4.22M 0.72% -444 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 30,329 $4.19M 0.05% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 30,023 $4.15M 0.22% -49 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 29,700 $4.11M <0.01% -43,400 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 29,486 $4.08M 0.05% +18,341 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 29,125 $4.03M <0.01% +8,656 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 28,922 $4M 0.08% -8,487 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 28,278 $3.91M 0.43% -135 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 27,454 $3.8M 0.33% -136 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 27,318 $3.78M 3.1% 0 13F-HR Timeline Group RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 27,273 $3.77M 2.76% -178 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27,052 $3.74M 0.06% -53 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 27,000 $3.73M 0.46% -242,000 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 26,854 $3.71M 0.09% -1,325 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 26,800 $3.7M <0.01% -43,200 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 26,764 $3.7M 0.5% -1,325 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 26,487 $3.66M <0.01% -30,470 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 26,448 $3.66M 0.47% +141 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 25,247 $3.49M 0.3% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 25,233 $3.49M 1.03% +211 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 25,199 $3.48M 1.53% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 14,920 $3.39M 0.05% +3,084 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 24,491 $3.39M 0.11% -4 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 24,015 $3.32M 0.41% 0 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 23,879 $3.3M <0.01% -4,527 13F-HR Timeline Group RFP Financial Group LLC More: the full row for RFP Financial Group LLC 27,943 $3.28M 1.34% -903 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 23,658 $3.27M 0.03% 0 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 23,582 $3.26M 0.03% +11,857 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 22,668 $3.15M 0.34% +598 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 22,705 $3.14M 0.77% -731 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 22,604 $3.12M 0.01% +4,451 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 22,573 $3.12M 0.05% +1,752 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 22,234 $3.07M 0.17% +11,935 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 22,162 $3.06M 0.46% -1,202 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 22,119 $3.06M +300 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 22,005 $3.04M <0.01% -1 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,822 $3.02M 0.02% +7,151 13F-HR/A Timeline Aries Wealth Management More: the full row for Aries Wealth Management 21,382 $2.96M 0.7% +308 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 21,330 $2.95M 0.38% -1,071 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 20,870 $2.89M 1.13% +736 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 20,702 $2.86M 0.02% -245 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 20,501 $2.83M 0.2% +2,536 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,456 $2.83M 0.02% -1,954 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 20,335 $2.81M 0.08% +909 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 20,260 $2.8M 0.07% -302 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 20,213 $2.79M 0.49% new 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 20,163 $2.79M 1.11% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,085 $2.78M 0.01% +12,979 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 20,040 $2.77M 1.21% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 20,015 $2.77M 0.04% +5,405 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,712 $2.72M 0.06% -127 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 19,632 $2.71M 0.65% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,026 $2.63M 0.02% +148 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 18,551 $2.56M 0.09% -27,500 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 18,178 $2.51M 0.39% +47 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 17,927 $2.48M +12,358 Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,831 $2.46M 0.09% -188 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 17,582 $2.45M 1.09% +201 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 17,571 $2.43M 0.09% -885 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 17,316 $2.39M 0.07% -58 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,298 $2.39M 0.01% +566 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,002 $2.35M <0.01% -27,638 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 16,930 $2.34M 0.11% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 16,693 $2.31M 0.1% +86 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 16,331 $2.26M 9.94% +1 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 16,290 $2.25M <0.01% +10,596 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,007 $2.21M 0.57% +143 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 15,756 $2.18M 0.73% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 15,486 $2.14M 0.76% -161 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 14,928 $2.06M 0.47% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 14,891 $2.06M 0.42% -1,478 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 14,774 $2.05M 0.32% -210 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 14,733 $2.04M 0.03% 0 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. 14,660 $2.03M 0.03% 0 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 14,646 $2.02M 1.87% +808 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 14,605 $2.02M 0.19% -1,184 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 14,583 $2.02M 0.04% +724 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 14,500 $2M 0.36% +600 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 14,443 $2M 0.13% +218 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 14,081 $1.95M 0.04% -714 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 13,756 $1.9M 0.01% -100 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 13,433 $1.86M 0.47% -187 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,372 $1.85M <0.01% -342 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 13,247 $1.83M <0.01% -332 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 13,194 $1.82M 0.67% +282 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,052 $1.8M 0.02% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,962 $1.79M 0.19% -590 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,896 $1.78M <0.01% -932 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 12,782 $1.78M 0.29% +5,171 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 12,816 $1.77M 0.08% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,687 $1.75M 0.02% -1,869 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,599 $1.74M 0.07% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 12,543 $1.73M 0.04% -5 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,542 $1.73M 0.03% -980 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 12,500 $1.73M 0.31% 0 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,435 $1.72M 0.01% -310 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 12,332 $1.7M 0.51% -34 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,223 $1.69M 0.03% -12 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,049 $1.67M 0.02% -873 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,013 $1.66M <0.01% +5,724 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,936 $1.65M 0.05% +9,083 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 11,834 $1.64M 0.19% +42 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 11,706 $1.62M 0.84% +1,586 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,650 $1.61M 0.02% -196 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 11,616 $1.61M 0.26% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,347 $1.57M 0.04% +957 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,132 $1.56M 0.02% -443 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,161 $1.54M 0.12% -26 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,155 $1.54M 0.05% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 11,083 $1.53M <0.01% +998 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 11,045 $1.53M 0.04% +6,474 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,796 $1.49M 0.01% -342 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10,763 $1.49M 0.03% -746 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 10,556 $1.46M 0.06% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 10,555 $1.46M 0.46% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,912 $1.46M 0.04% 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 10,520 $1.45M 0.04% +1,270 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,412 $1.44M 0.43% -59 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,341 $1.43M 0.03% +1,191 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 10,000 $1.38M 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 $1.38M <0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,961 $1.38M 0.01% -8 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,845 $1.36M 0.02% +1 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,492 $1.31M 0.12% 0 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 9,427 $1.3M 0.02% +967 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,347 $1.29M <0.01% +3,908 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 9,128 $1.26M 0.01% +2 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,060 $1.25M 0.19% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 9,050 $1.25M 0.82% -882 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,926 $1.23M 0.29% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,926 $1.23M 0.01% +1,560 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,925 $1.23M 0.09% -375 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,866 $1.23M 0.01% +45 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 8,857 $1.22M 0.13% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,842 $1.22M 0.06% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,828 $1.22M 0.02% -521 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,775 $1.21M 0.11% -39,334 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,717 $1.21M 0.63% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 8,714 $1.2M 0.97% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,690 $1.2M 0.26% -168 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,653 $1.2M 0.02% +67 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,421 $1.16M 0.01% +3,226 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 8,355 $1.16M 0.13% -423 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,300 $1.15M 0.03% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 8,260 $1.14M 1.36% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 8,073 $1.12M 0.04% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,067 $1.12M 0.02% -251 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 8,000 $1.11M 0.47% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,946 $1.1M <0.01% +2,607 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,926 $1.1M 0.02% +329 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,746 $1.07M 0.12% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 7,732 $1.07M 0.36% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,712 $1.07M 0.21% +4 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,592 $1.05M 0.07% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,476 $1.03M 0.01% +146 13F-HR/A Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 7,407 $1.02M 0.02% -15,650 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,338 $1.01M 0.03% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 7,272 $1.01M 0.58% -14 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,193 $1M 0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,136 $986K 0.11% +107 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,992 $967K 0.01% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,925 $957K 0.08% +56 13F-HR 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 6,895 $953K 0.04% 0 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 6,885 $952K 0.23% -100 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,816 $942K 0.09% -326 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,656 $920K 0.05% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,631 $917K 0.06% -25 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,609 $914K <0.01% 0 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,521 $901K 0.23% -49 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,516 $901K 0.01% -196 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6,490 $897K 0.22% +6,445 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,418 $887K <0.01% -63,384 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,436 $887K 0.2% -225 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 6,349 $874K <0.01% +874 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 6,274 $867K 0.02% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,197 $857K 0.03% -2,450 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,131 $842K <0.01% +2,693 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 6,061 $838K +486 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,026 $833K 0.02% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 6,016 $828K 0.46% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,944 $822K 0.04% -54 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,931 $820K 0.25% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,843 $814K 0.02% +372 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,828 $806K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,584 $796K 0.02% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,930 $796K 0.09% new 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 5,716 $790K 0.13% +192 13F-HR Timeline