Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 31,417 $3.21M 1.86% +1,166 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 31,269 $3.2M 0.62% +262 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 31,255 $3.2M 0.07% -4,339 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 31,193 $3.19M 0.11% +7,187 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 31,187 $3.19M 2.67% +7,146 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 31,085 $3.18M 0.19% +28,226 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 31,037 $3.18M 0.96% +20,912 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 30,977 $3.17M 2.25% +8,977 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 30,621 $3.13M 0.79% -5,074 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 30,596 $3.13M 1.28% -1,355 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 30,065 $3.08M <0.01% -8 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 30,047 $3.07M 0.27% +4,045 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 30,032 $3.07M 0.9% -1,000 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 30,022 $3.07M 0.04% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 29,832 $3.05M 0.74% -12,164 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 29,752 $3.04M 0.62% +61 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 29,544 $3.02M 1.62% +1,600 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 29,448 $3.01M 0.02% -615 13F-HR Timeline Group VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 29,350 $3M 0.71% +4,295 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 29,126 $2.98M 0.84% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 28,976 $2.96M 0.97% -1,545 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 28,821 $2.95M 0.08% -8,481 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 28,762 $2.94M 0.03% -5,463 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 28,760 $2.94M 0.75% +15,512 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 28,752 $2.94M 0.02% -2,533 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 28,364 $2.9M 0.07% new 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 28,341 $2.9M 2.31% +290 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 28,008 $2.87M 0.76% +19,871 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 27,815 $2.85M 0.04% +4,258 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 27,708 $2.83M 0.22% new 13F-HR Timeline Group Seascape Capital Management More: the full row for Seascape Capital Management 27,596 $2.82M 0.89% +1,879 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 27,457 $2.82M 0.04% +4,866 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 27,483 $2.81M 1.99% -183 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 27,455 $2.81M 0.03% +8,026 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 27,272 $2.79M 0.19% -693 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 27,127 $2.78M 0.31% -2,957 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 26,872 $2.75M 0.35% -10,193 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 26,706 $2.73M 0.39% -3,341 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 26,644 $2.73M 0.05% +13,501 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 26,596 $2.72M 0.81% +1,467 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 7,039 $2.72M 0.42% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 26,382 $2.7M 0.07% +4,402 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 26,243 $2.68M 0.48% -14,295 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 26,182 $2.68M 0.44% +875 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,644 $2.67M 0.15% -19,790 13F-HR/A Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 25,901 $2.65M 1.36% -2,979 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 25,440 $2.6M 0.22% +6,016 13F-HR Timeline OSSIAM More: the full row for OSSIAM 25,296 $2.59M 0.03% -56,333 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 25,035 $2.56M 0.45% +4,489 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 25,034 $2.56M 0.09% +4,174 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 24,844 $2.54M 0.04% +749 13F-HR Timeline TOBAM More: the full row for TOBAM 24,786 $2.54M 0.99% +8,494 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SVB WEALTH LLC More: the full row for SVB WEALTH LLC 24,678 $2.52M 0.14% -8,880 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 24,625 $2.52M 1.47% -839 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 24,592 $2.52M 1.11% -119 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 24,533 $2.51M 0.44% +703 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 24,287 $2.48M 0.22% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 24,280 $2.48M 0.14% -14,222 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 24,271 $2.48M 0.47% +57 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 24,043 $2.46M 0.08% +2,007 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 24,044 $2.46M 0.07% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24,031 $2.46M 0.03% +21,017 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,202 $2.42M 0.06% +3,308 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 23,649 $2.42M 1.04% -7,660 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 23,523 $2.41M 0.46% -12,161 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 23,354 $2.39M 0.06% +308 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 23,313 $2.39M 0.84% +2,620 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 23,296 $2.38M 0.08% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 23,201 $2.37M 0.47% +71 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,181 $2.37M 0.06% +2,016 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 23,177 $2.37M 0.15% +1,651 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 23,822 $2.36M 0.96% +341 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,029 $2.36M 0.06% +1,226 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 23,000 $2.35M 0.37% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 22,886 $2.34M 0.27% +687 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 22,840 $2.34M 0.65% +7,483 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 22,825 $2.34M 0.2% +4,540 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 22,719 $2.32M 0.03% +1,699 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 22,700 $2.32M 0.34% 0 13F-HR Timeline Zweig-DiMenna Associates LLC More: the full row for Zweig-DiMenna Associates LLC 22,500 $2.3M 0.24% 0 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 22,519 $2.3M 0.01% -138,256 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 22,420 $2.29M 0.03% -2,127 13F-HR Timeline Group 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 22,326 $2.28M 1.68% -252 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 22,321 $2.28M 0.07% +1,186 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 22,311 $2.28M <0.01% -1,352 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 20,650 $2.28M 0.2% -1,402 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 22,139 $2.27M 0.84% +680 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 21,718 $2.22M <0.01% -5,661 13F-HR Timeline Group SWS Partners More: the full row for SWS Partners 21,676 $2.22M 0.6% +747 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 21,620 $2.21M 0.49% -160 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 21,597 $2.21M 1.25% +2,608 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 21,593 $2.21M 0.05% +8,039 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 21,537 $2.2M 0.15% +3,973 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 21,458 $2.2M 0.64% +2,441 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 21,295 $2.18M 0.05% 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 21,125 $2.15M 0.05% +7,970 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,912 $2.14M 0.02% +461 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 20,833 $2.13M 0.52% -616 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 20,831 $2.13M 0.74% -1,365 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 20,736 $2.12M 0.13% +1,989 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 20,659 $2.11M 0.25% -5,039 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 20,450 $2.09M 0.14% +15,776 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,655 $2.09M 0.09% +620 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 20,379 $2.08M 0.83% 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 20,192 $2.07M 0.07% +6,533 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 20,065 $2.05M 1.24% +170 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 20,000 $2.05M 1.78% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 19,849 $2.03M 0.24% -8,976 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 19,765 $2.02M 1.1% +884 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 19,697 $2.02M 0.12% +3,640 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 19,618 $2.01M 0.15% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,524 $2M 0.05% -18,111 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 19,412 $1.99M 0.02% +40 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 19,385 $1.98M 1.31% +1,679 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 19,349 $1.98M 0.1% +12,176 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 19,266 $1.97M 0.37% +9,453 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 19,261 $1.97M 0.06% +11,971 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 19,226 $1.97M 0.06% -9,384 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 19,078 $1.95M 0.09% -2,453 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,061 $1.95M 0.06% -2,969 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 19,022 $1.95M 1.21% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,014 $1.95M 0.08% -779 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 18,992 $1.94M 0.61% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 18,957 $1.94M +3,352 Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 18,932 $1.94M 0.21% +2,574 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 18,651 $1.91M 0.04% -230 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 18,439 $1.89M 0.35% +126 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,685 $1.89M 0.05% +4,322 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 18,362 $1.88M 0.71% +827 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,289 $1.87M 0.04% +5,581 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 18,275 $1.87M 0.28% -3,829 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 18,303 $1.85M 0.39% +6 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 18,000 $1.84M 3.31% 0 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 17,800 $1.82M 0.13% +10,000 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 17,778 $1.82M 0.03% -13,538 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 17,734 $1.81M 0.19% -401 13F-HR Timeline American Trust More: the full row for American Trust 17,671 $1.81M 0.17% +5,862 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 17,591 $1.8M 0.52% +8,133 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 17,570 $1.8M 0.03% -249 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 17,491 $1.79M 0.07% -1,716 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,475 $1.79M 0.08% +10,630 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,460 $1.79M 0.06% -18,066 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 17,430 $1.78M 0.47% +17 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,413 $1.78M 0.02% +1,469 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,343 $1.77M 0.07% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,304 $1.77M 0.03% +418 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 17,070 $1.75M 0.1% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 17,023 $1.74M 0.03% +680 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 16,954 $1.73M 0.11% +5,235 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 16,942 $1.73M 0.21% +3,589 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 18,633 $1.72M 0.9% new 13F-HR Timeline PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 16,800 $1.72M <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 16,732 $1.71M 0.04% +3,090 13F-HR/A Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 16,578 $1.7M 0.12% -68 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 16,562 $1.69M 0.06% +3,349 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 16,480 $1.69M +390 Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 16,315 $1.67M 0.14% -702 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 16,185 $1.66M 0.14% +100 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 16,177 $1.66M 0.11% new 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 16,000 $1.64M 0.06% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 15,994 $1.64M 0.49% +684 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 15,930 $1.63M 0.59% +971 13F-HR/A Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 15,742 $1.61M 0.19% -1,247 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,532 $1.59M 0.06% -9,648 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 15,521 $1.59M 0.02% -1,527 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 15,435 $1.58M 1.58% +425 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 15,402 $1.58M 1.26% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,371 $1.57M 0.08% +3,558 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,205 $1.57M 0.16% -23,238 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,299 $1.57M 0.05% +4,018 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,231 $1.56M 0.02% +2,761 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 11,206 $1.56M 0.14% +299 13F-HR Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 15,116 $1.55M 0.02% new 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 15,100 $1.54M 0.14% -7,900 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 15,037 $1.54M 0.33% -2,933 13F-HR Timeline MATHER GROUP, LLC. 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