DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 37,497 $5.31M 0.72% +963 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 37,386 $5.29M 0.26% +1 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 37,228 $5.27M 0.04% +13,646 13F-HR Timeline Group Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 36,984 $5.23M 16.45% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 36,361 $5.14M 0.41% +1,401 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 36,334 $5.14M 0.03% -92 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 36,106 $5.11M 0.11% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 36,032 $5.1M 0.07% -1,862 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 35,413 $5.01M 0.09% +15 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 35,380 $5.01M <0.01% +23,367 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 35,377 $5.01M 0.11% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 35,047 $4.96M 0.3% +318 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 34,862 $4.93M 0.34% -1,870 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 34,708 $4.91M 1.96% -438 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 34,459 $4.88M 0.28% 0 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 34,439 $4.87M 1.79% 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 34,426 $4.87M 0.93% new 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 34,093 $4.82M 0.49% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 33,514 $4.74M 1.37% -18,444 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 33,428 $4.73M 0.09% +4,506 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 32,909 $4.66M 1.4% +2 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 32,728 $4.63M 0.45% new 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 32,725 $4.63M 1.86% -1,071 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 32,629 $4.62M 0.22% +10,395 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 32,525 $4.6M 0.01% +26,107 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 32,302 $4.57M 0.98% -630 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 31,957 $4.52M 0.68% +1,443 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 27,473 $4.5M 0.05% +12,553 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 31,062 $4.39M 3.59% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 31,026 $4.39M 0.53% +24 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 30,956 $4.38M <0.01% -77,532 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 30,692 $4.34M 1.43% -1,087 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 30,329 $4.29M 0.04% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 30,200 $4.27M 0.74% -1,510 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 28,502 $4.03M +25,092 Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 28,468 $4.03M 0.43% +190 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 27,978 $3.96M 0.13% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 27,394 $3.88M <0.01% -1,731 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 27,365 $3.87M 0.02% +4,761 13F-HR/A Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 27,320 $3.87M 3.19% +2 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 27,304 $3.86M 0.33% -150 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 27,300 $3.86M 0.22% -2,723 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 27,192 $3.85M 2.82% -81 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27,052 $3.83M 0.06% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 26,204 $3.71M 0.1% -650 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 26,114 $3.69M 0.53% -650 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 25,667 $3.63M 0.26% +5,166 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 25,406 $3.59M 0.01% +3,401 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 25,247 $3.57M 0.24% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 25,199 $3.57M 1.56% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 24,982 $3.53M 0.11% +491 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 24,871 $3.52M 1.06% -362 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 24,653 $3.49M 1.31% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,076 $3.41M 0.02% +2,254 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 24,045 $3.4M 0.39% +30 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 23,704 $3.35M 0.43% -2,744 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 23,503 $3.33M 0.36% +835 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 23,102 $3.27M 0.02% -556 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 22,800 $3.23M 0.01% -4,000 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 22,296 $3.15M 0.76% -409 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 $3.13M 0 Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 22,107 $3.12M 0.03% -17,900 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 21,744 $3.08M 0.45% -418 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 21,683 $3.07M 0.05% +1,668 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 21,540 $3.05M 0.67% +158 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 21,463 $3.04M 1.22% 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 20,552 $2.91M 0.89% -20,068 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 20,459 $2.89M 0.07% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,296 $2.87M 0.02% +1,270 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 20,216 $2.86M 1.03% +176 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 19,913 $2.82M 0.92% 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 19,908 $2.82M 1.1% -255 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 19,611 $2.77M 0.5% -21 13F-HR/A Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 19,574 $2.77M 0.33% +14,732 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,495 $2.76M 0.01% -590 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 19,302 $2.73M 0.43% +1,124 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 18,995 $2.69M 0.1% new 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 18,785 $2.66M 0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 18,693 $2.64M 0.02% -2,009 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 18,208 $2.58M 0.04% -1,504 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 17,985 $2.54M 0.11% +1,055 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 17,494 $2.53M 1.05% -88 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,636 $2.5M 0.09% -195 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,549 $2.48M 0.01% +4,177 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 17,425 $2.47M 0.08% -146 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 17,098 $2.42M 0.31% -4,232 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,007 $2.41M 0.01% -291 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 16,477 $2.39M 10.41% +146 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 16,841 $2.38M 0.07% -475 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 16,820 $2.38M 0.08% -1,731 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 16,301 $2.32M 0.03% +14,033 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 16,180 $2.29M 0.29% +13,352 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,025 $2.28M 0.51% +18 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 16,004 $2.26M 1.35% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 15,980 $2.26M 1.18% new 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 15,585 $2.21M 0.73% -171 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,563 $2.2M 0.13% -1,130 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 15,486 $2.19M 0.76% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 15,257 $2.16M 0.51% +329 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 15,136 $2.14M <0.01% -722,608 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 14,872 $2.1M 0.39% -19 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 $2.07M 0.03% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 14,620 $2.07M 0.04% +37 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 14,605 $2.07M 0.2% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 14,500 $2.05M 0.8% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 14,241 $2.05M 0.3% -533 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 14,359 $2.04M <0.01% +8,010 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 14,373 $2.03M 0.03% +6,966 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 14,114 $2M 0.03% -619 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 14,108 $2M 0.13% -335 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 14,092 $1.99M 0.03% +11 13F-HR/A Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 14,012 $1.98M 1.78% -634 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,763 $1.95M <0.01% +5,817 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 13,756 $1.95M 0.01% 0 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 13,719 $1.94M 0.69% +525 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 13,628 $1.93M 0.04% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,326 $1.89M 0.01% -7,130 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 13,312 $1.88M 0.47% -121 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,266 $1.88M 0.01% +2,470 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,233 $1.87M 0.01% new 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 13,154 $1.86M 0.03% +4,501 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 13,096 $1.85M <0.01% -151 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,052 $1.85M 0.02% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 13,031 $1.84M 0.09% +215 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 12,980 $1.84M 0.92% +1,274 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,887 $1.82M -5,040 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,772 $1.81M 0.03% -9,801 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,749 $1.8M 0.19% -213 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,707 $1.8M 0.04% +484 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,566 $1.78M 0.02% -121 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 12,543 $1.77M 0.04% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 12,500 $1.77M 0.18% 0 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 12,332 $1.74M 0.46% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 12,310 $1.74M 0.08% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 12,269 $1.74M <0.01% -11,610 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,240 $1.73M 0.04% +893 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 12,098 $1.71M 0.19% +264 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 12,095 $1.71M 1.32% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,986 $1.71M 0.02% -63 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 11,975 $1.69M 0.05% -8,360 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,936 $1.69M 0.06% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,907 $1.68M <0.01% -989 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,895 $1.68M 0.05% +740 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,835 $1.67M 0.23% -36,587 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 11,718 $1.66M 0.25% +102 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 11,679 $1.65M 0.02% new 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,309 $1.6M 0.02% -341 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 11,224 $1.59M 0.03% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 11,076 $1.57M 0.04% +313 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,071 $1.57M 0.11% -90 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,041 $1.56M <0.01% new 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 10,935 $1.55M 0.02% +1,508 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,737 $1.52M 0.01% +776 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 10,649 $1.51M 0.46% +94 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,584 $1.5M 0.01% +2,163 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 10,556 $1.49M 0.07% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 10,525 $1.49M 0.05% +2,452 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,296 $1.46M 0.01% -2,139 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,253 $1.45M 0.06% -36,512 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,180 $1.44M 0.41% -232 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,089 $1.43M <0.01% +742 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 10,000 $1.41M 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 $1.41M <0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,972 $1.41M 0.01% new 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,886 $1.4M 0.02% +1,020 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 9,848 $1.39M 0.1% +6,882 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,807 $1.39M 0.02% -534 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,771 $1.37M 0.04% -1,274 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 9,591 $1.36M 0.1% -83,702 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,492 $1.34M 0.11% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 9,477 $1.34M 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 9,463 $1.34M <0.01% +7,500 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 9,306 $1.32M 0.42% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,302 $1.32M 0.03% -543 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,145 $1.29M 0.09% +220 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 9,075 $1.29M 0.04% new 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,060 $1.28M 0.2% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 9,001 $1.27M 0.78% -49 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,926 $1.26M 0.01% 0 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,915 $1.26M 0.01% +7,420 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,887 $1.26M 0.05% +45 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,855 $1.25M 0.38% -71 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,793 $1.24M 0.53% +76 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,775 $1.24M 0.11% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,729 $1.24M 0.26% +39 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,390 $1.19M 0.03% +4,683 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,305 $1.18M 0.12% -552 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,301 $1.17M 0.02% -527 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,300 $1.17M 0.03% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 8,260 $1.17M 1.41% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 8,233 $1.16M -4,309 Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 8,000 $1.15M 0.5% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,996 $1.13M 0.01% +520 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,978 $1.13M <0.01% +1,847 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,908 $1.12M 0.02% -159 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 7,877 $1.11M 0.01% -1,251 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 7,874 $1.11M 0.21% +162 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 7,837 $1.11M 0.38% +105 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,793 $1.1M 0.06% +6,988 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,749 $1.1M 0.12% +3 13F-HR Timeline