Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 80,658 $29.7M 0.23% +14,778 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 80,567 $29.7M 0.01% +13,877 13F-HR Timeline Group S&CO INC More: the full row for S&CO INC 80,565 $29.7M 1.71% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 68,940 $29.7M 0.01% -29,374 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 79,173 $29.2M 0.16% +10,512 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 78,986 $29.1M 0.87% -367 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 78,702 $29M 12.04% -25,456 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 77,184 $28.4M 0.18% -2,905 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 76,680 $28.2M 0.03% +19,970 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 75,258 $28.2M -15,788 Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 76,477 $28.2M 0.73% -154,135 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 75,138 $27.7M 12.92% +12,196 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 74,438 $27.4M 3.5% -59 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 74,013 $27.3M 0.03% +23,006 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 73,460 $27.1M 0.51% -7,236 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 72,725 $26.8M 0.02% -26,231 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 72,463 $26.7M 0.07% -29,420 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 71,878 $26.5M 3.1% +1,592 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 71,824 $26.5M 0.36% +4,576 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 71,396 $26.3M 2.14% -2,658 13F-HR Timeline Group Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 71,225 $26.2M 1.62% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 71,225 $26.2M 2.19% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 70,320 $25.9M 0.37% -2,010 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 70,240 $25.9M 5.86% +30,000 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 70,179 $25.9M 5.57% +612 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 68,528 $25.2M 6.62% -723 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 68,500 $25.2M 0.07% new 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 67,991 $25M 2.55% +251 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 3,876 $25M 0.84% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 67,927 $25M 1.64% -20,768 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 67,886 $25M 11.68% -292 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 67,536 $24.9M 0.46% +41,215 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 67,482 $24.9M 6.58% +359 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 67,461 $24.9M 0.96% -131 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 67,082 $24.7M 0.8% -1,429 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 65,940 $24.3M 0.14% -12,062 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 65,929 $24.3M 3.1% +1,295 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 65,631 $24.2M 7.22% -64,714 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 65,291 $24.1M 0.55% -8,913 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 64,636 $23.8M 0.43% -1,982 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 63,893 $23.5M 4.8% +2,774 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 63,818 $23.5M 0.13% +20,703 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 63,271 $23.3M 6.25% +1,269 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 63,245 $23.3M 5.52% +25,777 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 63,245 $23.3M 2.76% -362 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 63,213 $23.3M 0.15% +55,038 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 62,443 $23M 1.32% +741 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 62,125 $22.9M 0.19% +34,105 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 61,895 $22.8M 0.25% +4,246 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 61,851 $22.8M 16.32% +1,084 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 61,454 $22.6M 2.03% -4,047 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 60,766 $22.4M 1.5% +33,933 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 60,480 $22.3M 0.69% -24,909 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 60,242 $22.2M 0.65% +20,814 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 60,088 $22.1M 0.29% -664 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 59,400 $21.9M 1.31% -17,450 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 58,947 $21.7M 0.88% +7,469 13F-HR Timeline HARVARD MANAGEMENT CO INC More: the full row for HARVARD MANAGEMENT CO INC 58,862 $21.7M 0.51% -405,588 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 58,822 $21.7M 0.99% -1,552 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 57,829 $21.3M 3.8% -9,654 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 57,148 $21.1M 0.1% +45,558 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 56,967 $21M 0.35% +2,591 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 56,799 $20.9M 0.32% 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 56,532 $20.8M +187 Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 56,374 $20.8M 2.02% +2,524 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 56,353 $20.8M 0.07% +546 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 56,252 $20.7M 0.75% -394 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 56,028 $20.6M 0.18% new 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 55,979 $20.6M 1.19% -208 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 55,631 $20.5M 1.82% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 55,494 $20.4M 0.11% +8,132 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 54,830 $20.2M 1.68% -23,471 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 54,577 $20.1M 0.35% -3,915 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 54,020 $19.9M 0.24% -1,863 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 53,798 $19.8M 1.95% -55,714 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 53,789 $19.8M 0.67% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 53,781 $19.8M 0.3% -683 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 53,595 $19.7M 8.27% -1,689 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 53,252 $19.6M 2.38% +5,098 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 52,636 $19.4M 0.55% +218 13F-HR Timeline Corecam AG More: the full row for Corecam AG 52,623 $19.4M 16.56% +1,660 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 52,465 $19.3M 1.51% -1,436 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 52,455 $19.3M 0.03% +8,141 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 52,122 $19.2M 3.6% +1,858 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 51,590 $19M 3.86% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 51,460 $19M 0.35% +10,270 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 51,206 $18.9M 0.13% +24,247 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 50,906 $18.8M 0.61% +1,236 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 50,899 $18.8M 0.44% +49 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 50,597 $18.6M 2.99% -388 13F-HR Timeline COBALT CAPITAL MANAGEMENT, INC. in group COBALT CAPITAL MANAGEMENT, IN… More: the full row for COBALT CAPITAL MANAGEMENT, INC. 50,000 $18.4M 13.11% 0 13F-HR Timeline Group INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 50,000 $18.4M 2.27% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 49,226 $18.1M 0.01% +15,459 13F-HR/A Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 49,217 $18.1M 4.38% -11,215 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 48,753 $18M 3.57% +17,793 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 48,474 $17.9M 1.33% +5,075 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 48,392 $17.8M 0.08% -10,334 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 48,283 $17.8M 0.21% +15,059 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 47,951 $17.7M 1.29% +3,360 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 47,793 $17.6M 0.93% +3,505 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 47,749 $17.6M 7.31% +700 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 47,814 $17.5M 0.34% -209 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 47,357 $17.4M 0.08% +86 13F-HR Timeline Group MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 47,353 $17.4M 7.65% -340 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 46,640 $17.4M 2.85% -94 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 46,562 $17.3M 2.46% +2,402 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 46,582 $17.2M 2.64% +3,194 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 46,116 $17M 0.01% -18,041 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 45,943 $16.9M 0.79% +1,417 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 45,936 $16.9M 0.26% +1,453 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 45,775 $16.9M 1.69% +2,041 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 45,753 $16.9M 8.17% +799 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 45,712 $16.8M 2.07% -460 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 45,558 $16.8M 1.83% -6,368 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 45,508 $16.8M 1.59% +9,059 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 45,443 $16.7M 0.44% -13,278 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 45,386 $16.7M 0.96% -744 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 45,173 $16.6M 0.26% -848 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 44,931 $16.6M 4.76% -7,098 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 44,819 $16.5M 0.32% -326 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 44,336 $16.3M 2.71% -1,176 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 44,313 $16.3M 0.85% +12,148 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 44,121 $16.3M 4.65% +202 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 44,071 $16.2M 0.41% -2,546 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 44,006 $16.2M 0.18% -677 13F-HR Timeline Group Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 43,786 $16.1M 7.33% +3,735 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 43,692 $16.1M +18,444 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 43,348 $16M 0.15% +1,152 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 43,117 $15.9M 7.11% +428 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 42,933 $15.8M 0.5% +163 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 42,775 $15.8M 11.17% +9,634 13F-HR Timeline MOTCO More: the full row for MOTCO 42,644 $15.7M 1.34% -583 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 42,601 $15.7M 0.44% +41,678 13F-HR/A Timeline XML Financial, LLC More: the full row for XML Financial, LLC 42,489 $15.7M 1.14% -318 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 42,380 $15.6M 3.27% -684 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 42,229 $15.6M 0.41% +16,634 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 42,160 $15.5M 2.85% -2,735 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 42,043 $15.5M 0.33% -5,044 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 41,746 $15.4M 0.27% +4,680 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 41,400 $15.3M 5.25% +7,600 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,371 $15.2M 1.35% -30 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $15.2M 3.63% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 40,858 $15.1M 0.37% +168 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 40,841 $15M 3.14% -834 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 40,373 $14.9M 4.97% -806 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 40,273 $14.8M 2.14% -129 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 40,099 $14.8M 2.85% +1,200 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 40,000 $14.7M 13.58% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 40,000 $14.7M 2.18% +35,000 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 39,950 $14.7M 2.28% -1,390 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 39,808 $14.7M 0.64% +4,758 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 39,784 $14.7M 0.04% -3,375 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 39,722 $14.6M 2.69% +401 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 39,697 $14.6M 0.02% -3,276 13F-HR Timeline Group Client First Capital LLC More: the full row for Client First Capital LLC 39,566 $14.6M 5.88% +103 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 39,549 $14.6M 4.07% -11,973 13F-HR Timeline Brown University More: the full row for Brown University 39,500 $14.6M 15.27% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 39,261 $14.5M 0.41% -11,622 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 39,035 $14.4M 0.19% +284 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 38,947 $14.3M 1.89% -8 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 38,888 $14.3M 4.21% +5,466 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 38,771 $14.3M 3.58% -1,450 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 38,619 $14.2M 4.18% +674 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 38,588 $14.2M 0.17% -1,880 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 38,456 $14.2M 2.76% +4,156 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 38,373 $14.1M 0.9% -499 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 38,367 $14.1M 1.59% +1,609 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 38,126 $14M 0.93% -14,301 13F-HR/A Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 38,072 $14M 6.28% +648 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 38,048 $14M 0.17% +1,078 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 40,511 $13.8M 8.47% -225 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 37,566 $13.8M 0.09% -349 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 37,415 $13.8M 0.67% -3,144 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 37,411 $13.8M 0.12% +120 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 32,128 $13.7M 0.23% -1,881 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 37,018 $13.6M 0.01% 13F-HR Timeline Group NEUMEIER POMA INVESTMENT COUNSEL LLC More: the full row for NEUMEIER POMA INVESTMENT COUNSEL LLC 36,833 $13.6M 0.93% -6,352 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 36,802 $13.6M 2.17% -2,506 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 36,794 $13.6M 0.08% -9,845 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 36,538 $13.5M 0.16% -1,565 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 36,416 $13.4M 0.39% -525 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 35,968 $13.2M 0.6% -794 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 35,954 $13.2M 6.1% +2,116 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 35,937 $13.2M 9.77% -234 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 35,664 $13.1M 2.05% +11,187 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 35,566 $13.1M 0.47% -17,624 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 35,420 $13M 0.43% -3,226 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 35,313 $13M 0.37% -1,607 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 35,312 $13M 3.37% +6,569 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 35,038 $12.9M 0.37% -173 13F-HR/A Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 34,889 $12.9M 0.79% -1,130 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 34,700 $12.8M 4.24% -104 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 34,638 $12.8M 1.41% -737 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 34,546 $12.7M 0.64% -770 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 34,376 $12.7M 0.24% -2,982 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 34,255 $12.6M 0.03% +15,543 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 34,221 $12.6M 0.06% -132 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 34,135 $12.6M 0.84% -20 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 34,108 $12.6M 1.85% +685 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 33,960 $12.5M 0.48% -105 13F-HR Timeline