Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 24,176 $23.4M 0.11% 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 23,979 $23.2M 1.74% +1,478 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,380 $23.2M 0.02% +5,156 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 23,857 $23.1M 0.3% +31 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 23,415 $22.7M 2.73% -16,205 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 23,322 $22.6M 0.64% +419 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 23,277 $22.5M 3.7% -5,810 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 22,600 $21.9M 0.08% -339 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 21,915 $21.2M +2,507 Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 21,731 $21M 4.98% +20,970 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,707 $21M 0.06% +334 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 21,324 $20.6M 1.45% +2,378 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 21,058 $20.4M 0.27% -2,107 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 21,045 $20.4M 2.29% -146 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 20,797 $20.1M 0.92% -220 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 20,628 $20M 0.4% -57 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 20,500 $19.8M 1.47% +1,043 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 20,498 $19.8M 2.46% +298 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,450 $19.8M 0.01% +9,263 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 20,239 $19.6M 0.3% +2,675 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 20,145 $19.5M 1.45% +2,246 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,139 $19.5M 0.04% -164 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 19,956 $19.3M 0.63% +2 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 19,955 $19.3M 3.31% +1,711 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,857 $19.2M 0.03% -800 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 19,844 $19.2M 3.18% -219 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 19,797 $19.2M 0.06% -24,728 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 19,454 $18.8M 0.82% new 13F-HR Timeline Watchtower Advisors, LP More: the full row for Watchtower Advisors, LP 20,234 $18.6M 8.67% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 19,122 $18.5M +4,288 Timeline Eldred Rock Partners, LLC More: the full row for Eldred Rock Partners, LLC 18,823 $18.2M 4.54% +1,957 13F-HR/A Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 18,700 $18.1M 6.7% +10,650 13F-HR Timeline LIGHT STREET CAPITAL MANAGEMENT, LLC More: the full row for LIGHT STREET CAPITAL MANAGEMENT, LLC 18,485 $17.9M 3.01% +12,974 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 18,192 $17.6M 0.29% +3,433 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 18,074 $17.5M 0.61% +624 13F-HR/A Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 18,047 $17.5M 0.21% -8,486 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 17,998 $17.4M 4.21% -5,215 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,708 $17.1M 0.13% +740 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 17,551 $17M 0.98% +475 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 17,535 $17M 0.62% -2 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 17,408 $16.9M 0.31% -4,365 13F-HR Timeline CYPRESS FUNDS LLC More: the full row for CYPRESS FUNDS LLC 17,371 $16.8M 2.2% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,414 $16.7M 0.11% +1,653 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 17,258 $16.7M 0.08% -83 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 17,186 $16.6M 0.17% +2,557 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 16,835 $16.3M 1.66% -4,057 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,812 $16.3M 0.13% +545 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 16,155 $16.2M 0.11% -297 13F-HR Timeline 11 Capital Partners LP More: the full row for 11 Capital Partners LP 16,596 $16.1M 4.55% -2,355 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 16,479 $16M 1.28% +838 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 16,443 $15.9M +13,297 Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 16,289 $15.8M 1.15% +224 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 16,282 $15.8M 3.76% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 16,121 $15.6M 1.02% -67 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 16,105 $15.6M 0.72% +585 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,060 $15.5M 0.62% +4,386 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 15,890 $15.4M 1.35% +1,592 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,871 $15.4M 0.09% +1,344 13F-HR/A Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 15,792 $15.3M 1.33% +497 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,709 $15.2M 0.09% +464 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 15,599 $15.1M 0.49% -27 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 15,380 $14.9M 0.96% -339 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 15,371 $14.9M 0.74% +602 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 15,314 $14.8M 1.97% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 15,096 $14.6M 0.91% -481 13F-HR Timeline Trybe Capital Management LP More: the full row for Trybe Capital Management LP 15,046 $14.6M 3% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 14,967 $14.5M 2.11% -1,363 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 14,913 $14.4M 0.96% -8,381 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 14,716 $14.2M 0.01% -368 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,683 $14.2M 0.06% +2,613 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 14,677 $14.2M 1.61% -40 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 14,636 $14.2M 4.34% -272 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 14,475 $14M 0.28% 0 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 14,471 $14M 0.35% -1,705 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 14,266 $13.8M 3.99% +10,561 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 14,289 $13.8M 0.01% -710 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 14,231 $13.8M 1.12% -4,040 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 14,198 $13.7M 4.18% +225 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 14,016 $13.6M 1.49% +240 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 13,919 $13.5M 0.13% +3,217 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,898 $13.5M 0.05% -3,784 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 13,890 $13.4M 0.23% +304 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 13,746 $13.3M 0.66% +5,440 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 13,741 $13.3M 0.04% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,507 $13.1M 0.19% +512 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 13,447 $13M 0.25% -25 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 13,427 $13M 1.07% +120 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,418 $13M 0.08% -6,026 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 13,414 $13M 0.54% +10,414 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 13,366 $12.9M 0.08% +920 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,293 $12.9M 0.42% +112 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,271 $12.8M 0.06% +1,888 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 13,159 $12.7M 5.07% -5,719 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 13,151 $12.7M 0.08% +209 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 13,000 $12.6M 3.01% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 12,955 $12.5M 0.14% -8,131 13F-HR Timeline Group Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 12,881 $12.5M 1.06% +977 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 12,877 $12.5M 1.13% +100 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 12,837 $12.4M 1.56% -231 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,634 $12.2M +9,760 Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 12,586 $12.2M 0.09% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 12,511 $12.1M 0.08% -59,771 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 12,471 $12.1M 0.38% -1,886 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,362 $12M 0.4% +2,091 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 12,343 $11.9M 0.43% -226 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 12,282 $11.9M 1.45% +1,424 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,263 $11.9M 0.38% +417 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,263 $11.9M 0.03% -813 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 12,247 $11.9M -4,980 Timeline Pennant Investors, LP group of 2 filers holding More: the full row for Pennant Investors, LP 12,000 $11.6M -5,800 Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 11,863 $11.5M 0.57% +279 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11,731 $11.4M 0.32% -2,399 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 11,615 $11.2M 0.53% -240 13F-HR Timeline Security National Bank More: the full row for Security National Bank 11,603 $11.2M 1.72% +895 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 11,559 $11.2M -2,125 Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,128 $10.8M 0.12% -83 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 11,098 $10.7M 0.32% +286 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,089 $10.7M 0.81% +264 13F-HR Timeline 683 Capital Management, LLC in group 683 Capital Management, LLC More: the full row for 683 Capital Management, LLC 11,000 $10.6M 0.97% -3,650 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 10,937 $10.6M 0.43% -57 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,933 $10.6M 0.2% +426 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 10,917 $10.6M 0.25% +2,069 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,898 $10.6M 0.25% +970 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 10,850 $10.5M 1.01% +463 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10,845 $10.5M 0.43% +10,727 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,830 $10.5M 0.22% -572 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 10,800 $10.5M 2.24% new 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 10,714 $10.4M 2.38% +6,674 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,712 $10.4M 0.12% -1,463 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 10,689 $10.3M 3.82% -5,411 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10,559 $10.2M 0.2% +392 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 10,542 $10.2M 0.55% -3,875 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 10,453 $10.1M -2,413 Timeline Octahedron Capital Management L.P. More: the full row for Octahedron Capital Management L.P. 10,400 $10.1M 5.72% +2,400 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 10,209 $9.88M -270,674 Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 10,064 $9.74M 0.07% +2,578 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,110 $9.72M -350 Timeline Stanley Capital Management, LLC More: the full row for Stanley Capital Management, LLC 10,000 $9.68M 1.59% 0 13F-HR Timeline INFINITUM ASSET MANAGEMENT, LLC More: the full row for INFINITUM ASSET MANAGEMENT, LLC 10,000 $9.68M 1.78% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 13,537 $9.62M 1.37% +8,688 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 9,750 $9.44M 3.31% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 9,690 $9.38M 0.4% -1,373 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 9,544 $9.24M 1.42% -683 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 9,495 $9.19M 0.86% -678 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 9,488 $9.19M 1.99% +67 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,480 $9.18M 0.12% -307 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 9,429 $9.13M 1.9% +4,708 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 9,320 $9.02M 0.33% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,283 $8.99M 0.03% +2,924 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 9,176 $8.88M 0.38% +865 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,122 $8.83M 0.04% +251 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,113 $8.82M 1.02% +2,318 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,102 $8.81M 0.1% -287 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 9,072 $8.78M 1.47% +359 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 8,900 $8.62M 9.18% 0 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 8,831 $8.55M 1.16% +2,279 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 8,802 $8.52M 0.28% -148 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 8,948 $8.52M 0.22% +5,273 13F-HR Timeline Group DC Investments Management, LLC More: the full row for DC Investments Management, LLC 8,788 $8.51M 3.53% +2,687 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 8,787 $8.51M 0.03% -4,796 13F-HR Timeline Atika Capital Management LLC in group Atika Capital Management LLC More: the full row for Atika Capital Management LLC 8,740 $8.46M 0.72% new 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 8,714 $8.44M 0.73% +52 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 8,676 $8.4M 2.37% -15 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 8,559 $8.29M 3.21% -92 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 8,531 $8.26M 0.01% -227 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 8,510 $8.24M 0.03% -37 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,485 $8.21M 0.15% -171 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,456 $8.19M 0.09% +909 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 8,318 $8.05M 1.52% +66 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 8,251 $7.99M 6.82% +2,009 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,191 $7.93M 0.2% +1,415 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,174 $7.91M 0.92% +35 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,097 $7.84M 1.18% +240 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 8,017 $7.76M 1.64% +232 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 8,000 $7.74M 0.39% +2,000 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,933 $7.68M 1.07% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,930 $7.68M 0.53% +30 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,923 $7.67M 0.49% +67 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,904 $7.65M 1% -1,647 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAILARD, INC. More: the full row for BAILARD, INC. 7,899 $7.65M 0.17% +410 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 7,887 $7.64M 0.06% +982 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 7,874 $7.62M 0.01% -743 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 7,586 $7.61M 0.09% +123 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,814 $7.56M 0.03% +407 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,808 $7.56M 0.06% -441 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,777 $7.53M 0.09% -119 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 7,763 $7.52M +312 Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,709 $7.46M 0.3% +7,453 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 7,669 $7.42M 1.11% +632 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 7,648 $7.4M 0.38% +119 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 7,638 $7.39M 2.32% +69 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 7,567 $7.33M 3.51% -87 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,559 $7.32M 0.07% +1,025 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 7,556 $7.31M 0.23% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 9,884 $7.29M 2.02% +2,327 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,510 $7.27M 0.11% +316 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,491 $7.25M 0.13% -2,894 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 7,469 $7.23M 2.5% +75 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,410 $7.17M 0.21% +102 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,339 $7.1M 0.78% -82 13F-HR Timeline