Wedmont Private Capital More: the full row for Wedmont Private Capital 7,827 $5.18M 0.18% +102 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,897 $5.16M 0.07% -2,296 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,872 $5.14M 0.11% +2,540 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,856 $5.13M 0.04% +6 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,853 $5.13M 1.24% 0 13F-HR Timeline Varenne Capital Partners More: the full row for Varenne Capital Partners 7,818 $5.11M 1.06% -105 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,806 $5.1M 0.03% +807 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 7,721 $5.07M 0.33% -2,064 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,691 $5.03M 0.25% -964 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 7,685 $5.02M 2.1% -356 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,675 $5.02M 0.06% +373 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 7,588 $4.96M 0.15% +3,512 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,239 $4.93M 0.11% +5,601 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,430 $4.92M 0.5% +370 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,522 $4.92M 0.07% -345 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 14,499 $4.86M 1.17% -8,388 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,394 $4.83M 0.09% -323 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 15,180 $4.83M 0.49% +2,014 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,383 $4.83M 0.07% -271 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 7,378 $4.82M 0.18% -5,842 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 7,356 $4.81M 0.18% +750 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,333 $4.79M 0.12% +1,424 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,291 $4.78M 0.16% +2,543 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,306 $4.77M 0.06% -201 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 7,296 $4.77M 0.4% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,287 $4.76M 0.03% +40 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 7,240 $4.73M 0.17% +1,412 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 7,239 $4.73M 0.98% +6,186 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,209 $4.71M 0.22% +175 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,207 $4.71M 0.06% +89 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,207 $4.71M 0.08% +812 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 7,197 $4.7M 0.62% -281 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 7,183 $4.69M 0.95% +179 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,128 $4.66M 0.1% +85 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 7,000 $4.57M 0.81% +6,473 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 6,994 $4.57M 0.77% -2,461 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 6,961 $4.55M 0.98% +115 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,916 $4.52M <0.01% +2,254 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,901 $4.51M 0.16% +198 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 6,900 $4.51M 2.65% -3,916 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,894 $4.51M 0.15% +525 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,840 $4.51M +3,831 Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,873 $4.49M 0.03% 13F-HR/A Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 6,852 $4.48M 0.24% -69 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 6,850 $4.48M 0.8% -27 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 6,842 $4.47M 2.94% -139 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,835 $4.47M 0.04% +1,447 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,830 $4.46M 0.1% +195 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,817 $4.46M 0.27% +5,663 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,755 $4.41M 0.09% +112 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,743 $4.41M 0.4% -83 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 6,735 $4.4M 0.02% -166,800 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 6,713 $4.39M 1.29% +22 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,708 $4.38M 1.92% +2,798 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,672 $4.36M 0.08% +487 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,654 $4.35M 0.08% +94 13F-HR/A Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,653 $4.35M 0.58% +145 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,633 $4.34M 0.15% +566 13F-HR Timeline Group Meiji Yasuda America Inc More: the full row for Meiji Yasuda America Inc 6,541 $4.28M 0.98% 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 6,491 $4.24M 3.82% -712 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,482 $4.24M 0.19% +588 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,482 $4.24M 0.04% -4,970 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,480 $4.24M 0.06% +182 13F-HR Timeline Group M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 6,433 $4.2M 3.43% 13F-HR/A Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 6,389 $4.18M 0.29% +2,202 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,375 $4.17M 0.02% +923 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,362 $4.16M +354 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,362 $4.16M 0.06% -122 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,358 $4.16M 0.24% +224 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,329 $4.14M 0.14% -8,349 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 6,313 $4.13M 0.91% +2,656 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,310 $4.12M 0.06% +109 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,294 $4.11M 0.14% +1,288 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 6,252 $4.09M +5,258 Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 6,224 $4.07M 0.82% +305 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,177 $4.04M 0.06% +2,498 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,014 $4.03M 0.11% -3,643 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,124 $4M 0.17% +1,360 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,356 $4M 1.77% -129 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 6,093 $3.98M 0.37% +4,534 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 6,086 $3.98M 1.02% +268 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 6,070 $3.97M 3.4% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,068 $3.97M 0.03% +376 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 6,056 $3.96M 1.84% +5 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,053 $3.96M 0.22% -2,531 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 6,035 $3.94M 1.29% +5,745 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,030 $3.94M 0.3% +3,828 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,897 $3.93M 0.13% +407 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 6,005 $3.92M 1.64% +1,459 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,998 $3.92M 0.04% +3,013 13F-HR Timeline Group OMC Financial Services LTD More: the full row for OMC Financial Services LTD 5,990 $3.92M 1.46% -152 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,946 $3.89M 0.13% -86 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,919 $3.87M 0.13% +135 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 5,820 $3.86M 0.23% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,900 $3.86M 0.23% -698 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 5,846 $3.82M 0.48% -297 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,836 $3.81M 0.28% +793 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,834 $3.81M 0.51% -91 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 5,799 $3.79M 0.46% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,739 $3.75M 0.07% -53 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,735 $3.75M 0.02% +38 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,725 $3.74M 0.08% +1,210 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,694 $3.72M 0.26% +94 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,680 $3.71M 0.45% +168 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 5,672 $3.71M 0.58% +67 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,650 $3.69M 0.78% +1,000 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,641 $3.69M 0.02% +1,249 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 5,639 $3.69M 0.07% -531 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,574 $3.64M 0.08% -2,764 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 5,566 $3.64M 2.95% 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,562 $3.64M 1.96% -25 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 5,538 $3.62M 0.06% -2,868 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,531 $3.61M 0.03% -4,538 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 5,504 $3.6M 1.69% +4,062 13F-HR Timeline RH Tailwind Management, LLC More: the full row for RH Tailwind Management, LLC 5,500 $3.59M 3.62% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,610 $3.59M 0.08% -257 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,486 $3.59M 0.03% +3,716 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 5,473 $3.58M 0.16% +8 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,461 $3.57M 0.17% -671 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,436 $3.55M 0.57% +203 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,419 $3.54M 0.03% -294 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,402 $3.53M 0.03% +404 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,341 $3.49M 0.09% +40 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,320 $3.48M 0.17% +3,508 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,314 $3.47M 0.45% -1,889 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,305 $3.47M 0.32% +341 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,303 $3.47M 0.22% +1,465 13F-HR Timeline Tenere Capital LLC More: the full row for Tenere Capital LLC 5,243 $3.43M 2.66% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,243 $3.43M 0.07% +266 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,240 $3.42M 0.07% -2,293 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,236 $3.42M 0.16% +1,488 13F-HR/A Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 5,223 $3.41M 0.1% -43 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 5,205 $3.4M 0.48% +888 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,200 $3.4M 0.44% -26 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,175 $3.38M 0.16% +1,066 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,146 $3.36M 0.21% +25 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 5,140 $3.36M 0.09% -22,651 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,140 $3.36M 0.08% +430 13F-HR Timeline MAR VISTA INVESTMENT PARTNERS LLC More: the full row for MAR VISTA INVESTMENT PARTNERS LLC 5,110 $3.34M 0.31% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,082 $3.32M 0.03% -6 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 5,067 $3.31M 1.81% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,007 $3.27M 0.24% +1,826 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 6,449 $3.27M 0.26% 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 5,000 $3.27M 0.54% new 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 5,000 $3.27M 0.21% new 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 5,000 $3.27M 2.18% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,923 $3.27M 0.15% +1,872 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,995 $3.26M 1.08% +106 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 4,929 $3.22M 1.7% +1,492 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,044 $3.21M 1.76% -122 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 4,905 $3.21M 1.22% -1,004 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,880 $3.19M 0.04% +232 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 4,869 $3.18M 3.24% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventail Capital Group, LP More: the full row for Aventail Capital Group, LP 4,853 $3.17M 0.18% -11,618 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,849 $3.17M 0.22% +955 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,837 $3.16M 0.95% -113 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 4,812 $3.14M 0.76% -25 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,805 $3.14M 1.3% -6 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,774 $3.12M 0.8% +3,088 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,768 $3.12M 0.36% +674 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,766 $3.11M 0.08% +13 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 4,735 $3.09M 1.7% +16 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 4,727 $3.09M 0.3% 0 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 4,714 $3.08M 2.35% -1,672 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,685 $3.06M 0.67% -98 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,671 $3.05M 0.1% +3,700 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,664 $3.05M 0.03% +988 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 4,645 $3.04M 0.61% +952 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,619 $3.02M 0.14% +52 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,428 $3.02M 2.1% -428 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,609 $3.01M 0.1% +424 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 4,561 $2.98M +198 Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 4,460 $2.98M 2.2% +555 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 4,551 $2.97M 2.44% -42 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,545 $2.97M 1.04% +39 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,529 $2.96M 0.31% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,526 $2.96M 0.19% +391 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. 4,517 $2.95M 0.07% +2,517 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 4,426 $2.89M +303 Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,417 $2.89M 0.37% -596 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 4,409 $2.88M 1.19% new 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 4,386 $2.87M 0.21% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,379 $2.86M 0.14% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,367 $2.86M 0.05% -5,908 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,373 $2.86M 1.01% +733 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,353 $2.85M 0.05% +522 13F-HR Timeline LANARK FINANCIAL, INC. 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Empirical Wealth Management 4,314 $2.82M 0.05% +171 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,308 $2.82M 0.1% +678 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,296 $2.81M 0.31% +1,535 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,289 $2.8M 0.05% 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,289 $2.8M 0.04% +1,060 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,273 $2.79M 0.1% -1,141 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,269 $2.79M 0.04% +1,599 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,257 $2.78M 0.49% +3,727 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. 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