RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 40,588 $5.62M 0.96% -452 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 40,228 $5.57M 1.5% +932 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 35,611 $5.52M 0.08% +8,138 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 39,633 $5.48M 0.03% -86 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 39,425 $5.46M 0.08% -536 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 39,160 $5.42M 0.07% +3,128 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 39,054 $5.4M 0.75% +1,557 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 38,098 $5.27M 0.07% +271 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 37,990 $5.26M 0.36% +3,128 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 37,862 $5.24M 0.18% +21,042 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 37,024 $5.12M 0.37% +663 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 36,886 $5.1M 0.25% -500 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 36,813 $5.09M 0.05% -1,936 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 36,550 $5.06M 0.34% +1,503 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 36,273 $5.02M 0.12% +167 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 35,588 $4.92M 0.03% new 13F-HR/A Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 35,412 $4.9M 0.09% -1 13F-HR Timeline Brown University More: the full row for Brown University 35,400 $4.9M 4.81% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 35,306 $4.89M 0.2% -71 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 34,747 $4.81M 1.85% +39 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 34,394 $4.76M 0.08% +966 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 34,207 $4.73M 0.03% +12,100 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 32,909 $4.55M 1.34% 0 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 $4.53M 0.43% 0 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 32,723 $4.53M 1.55% -2 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 32,654 $4.52M 0.14% -5,776 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 32,260 $4.46M 0.04% +24,383 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 32,218 $4.46M 0.98% -84 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 32,196 $4.45M 0.1% -30,252 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 31,909 $4.42M 0.48% +3,441 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 31,723 $4.39M 0.64% -234 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 31,062 $4.3M 3.4% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 30,996 $4.29M 0.52% -30 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 30,889 $4.27M <0.01% -67 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 30,795 $4.26M <0.01% +18,526 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 30,403 $4.21M 1.19% -3,111 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 30,329 $4.2M 0.04% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 31,243 $4.19M 1.39% +551 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 28,860 $3.99M 0.57% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 27,575 $3.82M 0.02% +210 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 27,187 $3.76M <0.01% -207 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 27,154 $3.76M 0.32% -150 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 27,121 $3.75M 3.15% -199 13F-HR Timeline Group RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 27,077 $3.75M 2.85% -115 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 26,824 $3.71M 0.26% +1,157 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 26,718 $3.7M 0.06% -334 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 26,673 $3.69M 0.21% -627 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 26,503 $3.67M 0.63% -3,697 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 26,342 $3.65M 0.01% -28,447 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 26,146 $3.62M 0.1% -58 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 26,114 $3.61M 0.54% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 25,458 $3.52M 0.11% +476 13F-HR/A Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 25,083 $3.5M 0.38% +1,580 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 25,262 $3.5M 0.01% +7,713 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 25,247 $3.49M 0.2% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 25,043 $3.47M 1.88% -156 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 23,804 $3.37M 0.02% +3,508 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 24,045 $3.33M 0.39% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,912 $3.31M 0.02% -164 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 23,634 $3.27M 0.41% -70 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 23,479 $3.25M 0.02% +12,895 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 23,296 $3.22M 0.02% +194 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 22,968 $3.18M 1% -1,903 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 22,813 $3.16M 0.04% +1,130 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 22,690 $3.14M 0.07% new 13F-HR/A Timeline RDA Financial Network More: the full row for RDA Financial Network 22,667 $3.14M 0.78% +371 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 22,485 $3.11M 0.28% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 22,077 $3.05M 0.67% +537 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 22,032 $3.05M <0.01% -3,374 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 21,856 $3.02M 0.9% -22,739 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 21,150 $2.93M 0.4% -594 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 20,489 $2.84M 1.12% -974 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,125 $2.78M 0.01% +630 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 19,966 $2.76M 0.02% +1,273 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 19,565 $2.71M 0.49% -46 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 17,090 $2.6M 8.67% +613 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 18,566 $2.57M 0.04% +358 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,393 $2.55M 0.04% +15,427 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 18,226 $2.52M 0.99% -1,682 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 18,158 $2.51M -10,344 Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 17,949 $2.48M <0.01% -14,576 13F-HR Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 17,881 $2.47M 1.23% +1,901 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,647 $2.44M 0.08% +11 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 17,387 $2.41M 0.07% -38 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 17,285 $2.39M 0.74% -3,267 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 17,243 $2.39M 0.07% +402 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. 17,152 $2.37M 0.04% +2,779 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,024 $2.36M 0.01% +3,758 13F-HR/A Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 17,004 $2.35M 0.75% -2,909 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 16,875 $2.34M 0.01% -132 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 16,704 $2.31M 0.03% +403 13F-HR/A Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 16,283 $2.25M 0.07% -53,270 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,196 $2.24M 0.01% +2,870 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,103 $2.23M 0.59% +78 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,031 $2.22M 0.01% +4,124 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 15,914 $2.2M 0.01% +5,942 13F-HR Timeline Group Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 15,535 $2.15M 0.73% -50 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 15,486 $2.14M 0.69% 0 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 15,421 $2.13M 0.03% +4,486 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 15,306 $2.12M 0.52% +49 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,084 $2.09M 0.03% +970 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 15,028 $2.08M 0.04% +408 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 14,799 $2.05M 0.12% -764 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 14,751 $2.04M 0.73% +6,914 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 14,674 $2.03M 0.05% +3,450 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 14,605 $2.02M 0.2% 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. 14,510 $2.01M 0.03% -150 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 14,475 $2M 0.03% -196,697 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 14,468 $2M 0.7% +749 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 14,423 $1.94M <0.01% +64 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,904 $1.92M <0.01% -53,379 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 13,850 $1.92M 0.54% -5,452 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 13,802 $1.91M 1.69% -210 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 13,778 $1.91M 0.13% -330 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 $1.9M 0.01% 0 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 13,673 $1.89M 0.68% -6,543 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 13,611 $1.88M 0.03% +457 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 13,586 $1.88M 0.91% +606 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,438 $1.86M 0.04% +731 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,432 $1.86M 0.02% +1,446 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,369 $1.85M 0.03% -723 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,322 $1.84M 0.04% +779 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 13,151 $1.82M 0.25% -3,947 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,052 $1.81M 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,038 $1.8M +151 Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 13,031 $1.8M 0.08% 0 13F-HR/A 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 13,010 $1.8M 0.04% -618 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 12,745 $1.79M 0.41% -1,496 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,725 $1.76M 0.18% -24 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,703 $1.76M 0.03% -69 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,558 $1.74M 0.02% -43,877 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 12,553 $1.74M 1.31% +458 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 12,500 $1.73M 0.15% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,489 $1.73M 0.04% +249 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 12,425 $1.72M 0.44% -887 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 12,332 $1.71M 0.46% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 12,310 $1.7M 0.05% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 11,973 $1.66M 0.18% -125 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,895 $1.65M 0.05% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,840 $1.64M 0.02% -726 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 11,718 $1.62M 0.22% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,557 $1.6M 0.02% +248 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 11,545 $1.6M 0.08% +1,697 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11,514 $1.59M 0.28% -3,358 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 10,945 $1.51M 0.42% +1,639 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,944 $1.51M 0.11% -127 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 10,800 $1.49M 0.9% -5,204 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,766 $1.49M 0.01% +7,998 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 10,765 $1.49M 0.05% +240 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 10,649 $1.47M 0.46% 0 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 Vann Equity Management LLC More: the full row for Vann Equity Management LLC 10,527 $1.46M 1.04% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,257 $1.42M 0.01% -480 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 10,130 $1.4M 1.26% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,097 $1.4M 0.38% -83 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 McHugh Group, LLC More: the full row for McHugh Group, LLC 10,000 $1.38M 0.82% +4,200 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,993 $1.38M 0.02% +691 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 10,300 $1.38M 0.04% +1,225 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,961 $1.38M 0.02% +3,416 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,709 $1.34M 0.06% -2,227 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,698 $1.34M 0.02% -188 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,523 $1.32M 0.01% -773 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,501 $1.31M 0.1% +9 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 9,477 $1.31M 0.01% 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 $1.31M <0.01% 0 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 9,453 $1.31M 0.28% +598 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 9,375 $1.3M 0.06% +1,878 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,305 $1.29M 0.21% +245 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 9,294 $1.29M 0.29% +1,863 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,189 $1.27M 0.01% +274 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,143 $1.27M 0.06% -82,967 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,012 $1.25M <0.01% -4,751 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 8,978 $1.24M 0.72% -23 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,943 $1.24M <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 8,936 $1.24M +703 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,887 $1.23M 0.06% 0 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,793 $1.22M 0.49% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,775 $1.21M 0.11% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,728 $1.21M <0.01% +7,472 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,706 $1.2M 0.03% -1,065 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,555 $1.18M 0.03% +5,271 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,392 $1.16M 0.03% -41,060 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,305 $1.15M 0.13% 0 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 SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,287 $1.15M 0.02% +6,729 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 8,260 $1.14M 1.41% 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 8,250 $1.14M 0.02% -51 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,231 $1.14M 0.24% -498 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,031 $1.11M 0.01% +35 13F-HR Timeline Group Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 8,000 $1.11M 0.5% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,948 $1.1M 0.19% +74 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 7,940 $1.1M +723 Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,820 $1.08M 0.08% +27 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,031 $1.08M <0.01% +53 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,748 $1.07M 0.12% -1 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,619 $1.05M <0.01% +1,010 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,578 $1.05M 0.12% +122 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,507 $1.05M 0.01% +2,562 13F-HR Timeline