Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 47,365 $2.28M 0.33% 0 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 47,255 $2.28M 0.06% -132 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 46,839 $2.26M 2.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 46,736 $2.25M 0.06% +472 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 46,632 $2.25M 0.23% +367 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 46,569 $2.25M 0.01% -2,076 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 46,308 $2.23M 0.12% -900 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 46,258 $2.23M 0.49% -2,047 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 44,398 $2.2M 0.05% +23,689 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 45,535 $2.2M 0.01% -100 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 45,229 $2.18M 0.08% +4,330 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 44,901 $2.17M 1.02% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 44,337 $2.14M 0.72% -2,763 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 44,314 $2.14M <0.01% -9,156 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 43,894 $2.12M 0.05% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 43,885 $2.12M 0.01% +1,320 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 43,784 $2.11M 1.9% +1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 43,776 $2.11M 0.18% -6,673 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 43,596 $2.1M 0.03% new 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 43,422 $2.09M 0.12% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 43,287 $2.09M <0.01% +35,042 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 42,945 $2.07M 0.02% +3,520 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 42,716 $2.06M 0.54% -6,372 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 42,229 $2.04M 1.24% +5,324 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 42,160 $2.03M 0.16% +6,250 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 42,083 $2.03M 0.53% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 42,074 $2.03M 0.12% -2,295 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 40,887 $2.02M 0.6% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 41,956 $2.02M 1.01% new 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 41,925 $2.02M 1.08% -24 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 41,750 $2.01M 0.07% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 41,665 $2.01M 0.32% +40,996 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 41,445 $2M 0.64% +900 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 41,030 $1.98M 0.16% new 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 40,513 $1.95M 0.02% -553 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 40,510 $1.95M 0.27% -6,974 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 40,400 $1.95M 0.4% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 40,208 $1.94M 1.35% +2,756 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 40,152 $1.94M 1.01% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 40,129 $1.94M 0.47% -10,929 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 39,966 $1.93M 0.95% -670 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 39,960 $1.93M 0.3% +2,656 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 39,793 $1.92M 1.53% new 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 39,698 $1.92M 7.27% -1,080 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 39,438 $1.9M 0.06% -4,111 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 39,368 $1.9M 0.18% -858 13F-HR Timeline Group Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 39,235 $1.9M 0.88% +557 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. 39,048 $1.88M 0.02% -430 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 39,018 $1.88M 0.11% -121 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 39,000 $1.88M 0.07% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 38,779 $1.87M 0.25% +236 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 38,586 $1.86M 0.42% new 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 38,509 $1.86M 1.49% +1,903 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 38,489 $1.86M 0.01% -495 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 38,194 $1.84M 0.11% -5 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 38,113 $1.84M 1.82% 0 13F-HR/A Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 37,016 $1.83M 1.72% +840 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 37,969 $1.83M 0.05% -80 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 37,881 $1.83M 0.08% -8 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 37,758 $1.82M 0.07% -148 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 37,124 $1.79M 0.06% +75 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 37,084 $1.79M 0.92% +7,352 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 37,023 $1.79M 0.02% +2,390 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 36,952 $1.78M 0.31% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 36,929 $1.78M 0.04% -535 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 36,862 $1.78M 0.15% -130 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 36,625 $1.77M 0.11% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,238 $1.75M 0.02% +606 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 36,157 $1.74M 0.03% +32 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 36,124 $1.74M 0.07% -4,724 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 35,976 $1.74M 0.02% -3,963 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 35,944 $1.73M 0.07% -255,750 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 35,811 $1.73M 0.02% -2,433 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 35,775 $1.73M 0.71% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 35,747 $1.72M 0.09% +274 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 35,662 $1.72M 0.02% +179 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 35,633 $1.72M 0.36% -1,198 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 35,377 $1.72M 0.03% -2,128 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 35,568 $1.72M 0.01% +3,292 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 35,391 $1.71M 0.21% -2,782 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 35,323 $1.7M 0.45% -1,018 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 35,248 $1.7M 0.07% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 35,225 $1.7M 0.46% +760 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 35,146 $1.7M 0.1% -4,884 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 35,107 $1.69M 0.35% -13,960 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 34,634 $1.67M 0.24% -195 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 34,539 $1.67M 0.53% -25 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 34,500 $1.66M 0.61% +1,731 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 34,485 $1.66M 0.34% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 33,748 $1.63M 0.14% -200 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 33,247 $1.6M <0.01% -11,126 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 33,184 $1.6M 0.69% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 32,913 $1.59M 0.02% +1,584 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 32,664 $1.58M 0.86% +3,834 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 32,547 $1.57M 0.04% -237 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 32,540 $1.57M 0.07% +22,605 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 32,525 $1.57M 0.64% -1,040 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 32,354 $1.56M 0.91% -891 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 37,286 $1.56M 0.14% -3,253 13F-HR Timeline Blueprint Financial Advisors LLC in group Blueprint Investment Partners… More: the full row for Blueprint Financial Advisors LLC 32,030 $1.55M 0.5% new 13F-HR Timeline Group MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 31,993 $1.54M 0.36% +292 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 31,830 $1.54M 0.79% -24,612 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31,697 $1.53M 0.1% +148 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 31,643 $1.53M 0.38% -85 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 31,087 $1.53M 0.14% +1,768 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 31,433 $1.52M 0.16% -473 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 31,023 $1.51M 0.54% -11,472 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 31,313 $1.51M 0.04% +33 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 31,239 $1.51M 0.06% -3,113 13F-HR Timeline Group Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 31,213 $1.51M 1.07% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 31,134 $1.5M 0.07% -788 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 31,117 $1.5M 0.6% -1,555 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 31,005 $1.5M 0.01% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 30,933 $1.49M 0.13% +857 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,888 $1.49M 0.06% +1,610 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 30,633 $1.48M 0.1% -451 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 27,647 $1.47M 0.04% +15,872 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 30,392 $1.47M 0.03% +142 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 30,311 $1.46M 0.02% +14,357 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 30,147 $1.45M 0.03% -1,094 13F-HR/A Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 30,083 $1.45M 0.42% -367 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 30,044 $1.45M 0.27% -10,110 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 29,078 $1.4M 0.25% new 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 28,980 $1.4M 0.94% -1,842 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 28,682 $1.39M <0.01% -3,675 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 28,704 $1.38M 0.68% +220 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 28,649 $1.38M 0.09% -99 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 28,437 $1.37M 1% +114 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 28,350 $1.37M 1.06% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 27,559 $1.33M 0.07% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 27,494 $1.33M 0.06% -5,000 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 27,476 $1.33M 1.18% -273 13F-HR Timeline CROBAN More: the full row for CROBAN 27,368 $1.32M 1.13% +1,547 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 27,200 $1.31M 0.54% 0 13F-HR/A Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 27,145 $1.31M 0.5% +1,021 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 26,951 $1.3M 0.05% +1,427 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 26,947 $1.3M 0.23% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 26,922 $1.3M 0.55% -63 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 26,774 $1.29M 0.65% +556 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 26,747 $1.29M 0.15% -302 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 26,744 $1.29M 0.06% +256 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 26,557 $1.28M 0.07% -755 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 26,550 $1.28M 0.24% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 26,484 $1.28M 0.04% +6,083 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 26,328 $1.27M 0.49% +1,471 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 26,303 $1.27M 0.32% -2,297 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 26,199 $1.26M 0.06% -4,468 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 26,031 $1.26M 0.1% -6,047 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 26,000 $1.25M 0.07% +160 13F-HR Timeline Group Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 26,000 $1.25M 2.69% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 25,846 $1.25M 0.45% -20 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 25,644 $1.24M 0.22% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 25,634 $1.24M 0.03% -936 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 25,623 $1.24M 0.15% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 25,487 $1.23M 0.12% +39 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 25,485 $1.23M -269,444 Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 25,328 $1.22M 0.1% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 25,327 $1.22M 0.07% -678 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 24,941 $1.2M 0.5% -8,782 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 24,888 $1.2M 0.03% +580 13F-HR Timeline Group DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 24,687 $1.19M 1.08% -469 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 24,647 $1.19M 0.1% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 24,461 $1.18M 0.05% -24 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 24,361 $1.18M 6.66% 0 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 24,346 $1.17M 0.8% +399 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 24,249 $1.17M 0.03% +156 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 24,171 $1.17M 0.06% -6 13F-HR/A Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 24,131 $1.16M 0.09% -649 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 24,138 $1.16M 0.32% -2,724 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 24,100 $1.16M 0.13% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 23,888 $1.15M 0.07% +3 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,727 $1.14M 0.03% +14,052 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 23,686 $1.14M 0.1% +1,808 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 23,683 $1.14M 0.34% -672 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 23,664 $1.14M 0.28% +5,171 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 23,643 $1.14M 0.35% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 23,177 $1.14M 0.41% -15 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 23,479 $1.13M 0.02% +3,278 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 23,355 $1.13M 0.1% new 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 23,242 $1.12M <0.01% -395 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 23,230 $1.12M 0.01% +1,451 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 23,167 $1.12M 0.35% +185 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 23,101 $1.11M 0.23% +3,390 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 23,085 $1.11M 0.1% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 22,990 $1.11M 0.52% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 22,984 $1.11M 0.05% -170 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 22,949 $1.11M 0.03% +1,855 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 22,903 $1.1M 0.12% +592 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,958 $1.1M <0.01% +5,855 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 22,867 $1.1M 0.09% +106 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 22,860 $1.1M 0.03% +13,112 13F-HR/A Timeline GHE, LLC More: the full row for GHE, LLC 22,543 $1.09M 0.49% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 22,418 $1.08M 0.02% -43 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 22,369 $1.08M 0.22% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 22,166 $1.07M 0.04% -341 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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