NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 19,534 $4.23M 0.17% -404 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 19,495 $4.22M 0.09% +3,715 13F-HR Timeline Owlhouse Capital LP More: the full row for Owlhouse Capital LP 19,400 $4.2M 6.44% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 19,335 $4.19M 0.37% +177 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 19,103 $4.14M 0.37% -971 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 19,070 $4.13M <0.01% +4,027 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 19,051 $4.12M 0.03% -256 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 18,938 $4.1M 0.05% -2,237 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 18,934 $4.1M 0.06% -253 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 18,892 $4.09M 0.1% +736 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 18,682 $4.04M 0.09% -3,648 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 18,607 $4.03M 3.26% +15,887 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 18,535 $4.01M 0.07% -211 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 18,529 $4.01M 1.72% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 18,476 $4M 0.17% +1,996 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 18,460 $4M 0.64% -4,085 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 18,406 $3.98M 0.1% +1,909 13F-HR Timeline Group Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 17,147 $3.96M 2.06% -675 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 18,295 $3.96M 0.06% -243 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 18,267 $3.95M 0.81% +691 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 18,257 $3.95M 0.05% +1,829 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 18,213 $3.94M 0.04% -13,309 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 18,176 $3.93M 0.57% -33 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 18,149 $3.93M 1.19% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 18,031 $3.9M 0.99% -30 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 17,962 $3.89M 1.42% +3,407 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 17,886 $3.87M 0.11% +197 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 17,844 $3.86M <0.01% 0 13F-HR Timeline Group Great Hill Capital LLC More: the full row for Great Hill Capital LLC 17,828 $3.86M 1.87% -1,787 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 17,496 $3.79M 0.17% +287 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 17,458 $3.78M 1.74% -571 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 17,394 $3.77M 0.04% +1,830 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 17,365 $3.76M 0.04% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17,358 $3.76M 0.09% -524 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 17,346 $3.75M 0.61% +479 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,207 $3.72M 0.12% -3,717 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 17,173 $3.72M 0.07% -247 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 15,875 $3.7M 1.99% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 17,059 $3.69M 0.09% -277 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 17,005 $3.68M 0.21% +103 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 16,874 $3.65M 2.47% +3,850 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 16,856 $3.65M 0.08% +233 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 16,810 $3.64M 0.95% +314 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,743 $3.62M 0.19% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 16,659 $3.61M 0.19% +6,182 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 16,621 $3.6M 1.56% +800 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 16,422 $3.55M 0.06% -1,603 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 16,402 $3.55M 0.36% -580 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 16,355 $3.54M 0.07% +279 13F-HR Timeline Group MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 16,334 $3.54M 0.72% +7 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 16,271 $3.52M 0.07% +1,240 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 16,205 $3.51M 0.45% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 16,202 $3.51M 0.13% +34 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 16,170 $3.5M 0.66% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 16,142 $3.49M 0.78% +1,064 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 16,104 $3.49M 0.29% +304 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,072 $3.48M 0.05% -299 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 15,999 $3.46M 0.48% +4 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 15,925 $3.45M 0.08% +11 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 15,890 $3.44M 2.42% -5,810 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,655 $3.39M 0.1% +5,808 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 15,628 $3.38M 0.02% -5 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,611 $3.38M 0.03% -498 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 15,600 $3.38M 0.8% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 15,588 $3.37M 0.08% -215 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 15,456 $3.35M 0.14% -1,654 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 15,414 $3.34M 0.17% -53 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 15,370 $3.33M 0.23% +8,385 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 15,368 $3.33M 0.06% +4,942 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 15,358 $3.32M 0.9% +360 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,325 $3.32M 0.33% -168 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 15,241 $3.3M 0.05% -105 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 15,114 $3.27M 0.71% +384 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 15,098 $3.27M 1.37% -199 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 14,938 $3.23M 0.21% +78 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,430 $3.23M 0.06% +2,396 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 13,895 $3.22M 0.05% +266 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 14,861 $3.22M 1.05% +3,093 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 14,852 $3.22M 1.88% -25 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 14,835 $3.21M 0.1% +1,487 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 14,816 $3.21M 0.99% -143 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 14,759 $3.19M 0.04% +1,571 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 14,738 $3.19M 0.08% -1,162 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 14,713 $3.18M 0.04% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 14,700 $3.18M 0.05% +1,362 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,668 $3.18M 0.08% -49,501 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 14,563 $3.15M 2.83% +1,836 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 14,539 $3.15M 0.16% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 14,493 $3.14M 0.04% -21,887 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,464 $3.13M 0.12% +651 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 14,436 $3.12M 0.15% -1,130 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 14,375 $3.11M 0.84% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 14,352 $3.11M 0.01% +8,272 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 14,341 $3.1M 1.32% -75 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,323 $3.1M 0.03% +98 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 14,309 $3.1M 0.03% -18,609 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,300 $3.1M 0.2% +774 13F-HR/A Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 14,260 $3.09M 0.85% +37 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 14,244 $3.08M 1.38% -15 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 14,241 $3.08M 0.5% 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,226 $3.08M 0.11% +2,066 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 14,194 $3.07M 0.05% +119 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,186 $3.07M 0.09% +4,205 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,047 $3.04M 0.14% -998 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 14,030 $3.04M 1.34% +350 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 13,973 $3.02M 0.27% +2,515 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 13,947 $3.02M 0.21% +369 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,919 $3.01M 0.12% +8,832 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 13,899 $3.01M 0.26% +1,673 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 13,899 $3.01M 0.86% +7,169 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 13,866 $3M 0.69% -495 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 13,809 $2.99M 0.05% -2,955 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,729 $2.97M 0.09% -1,438 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 13,696 $2.96M 0.67% +113 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 13,663 $2.96M 1.65% -1,262 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 13,625 $2.95M 0.79% +67 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,599 $2.94M 0.14% +1,328 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 13,590 $2.94M 0.82% -10 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,584 $2.94M 0.04% +339 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 13,511 $2.92M 0.06% -533 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,479 $2.92M 0.06% -262 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 13,444 $2.91M 0.39% -151 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 13,353 $2.89M 0.2% +1,441 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 13,319 $2.88M 0.98% -312 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 13,315 $2.88M 2.06% +355 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 13,313 $2.88M 0.27% -3,552 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 13,305 $2.88M 0.13% -18 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 13,291 $2.88M 0.16% -298 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 13,210 $2.86M 0.43% +1,521 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 13,132 $2.84M 1.03% +3,297 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 13,113 $2.84M 0.16% +1,140 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 13,048 $2.82M 1.16% +595 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 13,005 $2.82M 0.36% +2,860 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 12,998 $2.81M 1.66% -174 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,957 $2.8M 0.38% -1 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 12,914 $2.8M 0.96% -80 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,740 $2.76M 0.07% -546 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 12,731 $2.76M 1.05% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 12,700 $2.75M 0.08% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,699 $2.75M 0.09% +805 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12,690 $2.75M 0.51% +32 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 12,668 $2.74M 0.15% -3,177 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 12,654 $2.74M +1,613 Timeline EASTERN BANK More: the full row for EASTERN BANK 12,600 $2.73M 0.04% -7 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,600 $2.73M 0.33% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 12,595 $2.73M 0.5% +682 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 12,585 $2.72M 0.61% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 12,513 $2.71M 0.08% +429 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,418 $2.71M 0.13% +358 13F-HR Timeline ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 12,500 $2.71M 1.97% +2,500 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,497 $2.71M 0.07% -15,708 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 12,461 $2.7M 1.06% +404 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 12,303 $2.66M 1.12% +523 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 12,220 $2.65M 0.03% -75 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,177 $2.64M 0.04% +1,128 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,123 $2.62M 0.56% -206 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,047 $2.61M 0.27% -195 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,970 $2.59M 0.05% +968 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 11,929 $2.58M 0.05% -27,431 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,923 $2.58M 0.17% -452 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 11,599 $2.58M 0.07% +259 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 11,910 $2.58M 1.05% +242 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 11,906 $2.58M 0.7% -70 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,905 $2.58M 0.08% +1,647 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,775 $2.57M 0.04% -2,853 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,805 $2.56M 0.06% +360 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,797 $2.55M 0.15% -3,246 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,788 $2.55M 0.92% -20 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,786 $2.55M 0.1% -59 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 11,786 $2.55M 0.09% -2,797 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,766 $2.55M 0.07% +145 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,495 $2.49M 0.35% +473 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,474 $2.48M 0.04% +36 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 11,462 $2.48M 0.02% -3,366 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 11,432 $2.47M <0.01% +7,424 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,400 $2.47M 0.07% +800 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 11,374 $2.46M 0.44% +2,002 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 11,355 $2.46M 0.35% -1,005 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,351 $2.46M 0.04% +298 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 11,322 $2.45M 0.17% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 11,280 $2.44M 0.13% +1,057 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 11,247 $2.43M 0.04% -3,048 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 11,229 $2.43M 1.72% +468 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,229 $2.43M 0.36% +1,170 13F-HR Timeline Focus Financial Network, Inc. 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