SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 77,495 $22.3M 0.74% +24,596 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 77,475 $22.3M 5.84% +2,659 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 76,931 $22.2M 0.14% -487 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 76,723 $22.1M 3.46% +1,469 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 76,663 $22.1M 0.36% -2,545 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 76,588 $22.1M 7.13% -1,212 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 75,864 $21.9M 0.18% -1,070 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 75,465 $21.7M 0.02% +35,010 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 75,160 $21.7M 0.11% +2,668 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 75,087 $21.6M 0.18% +24,273 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 74,764 $21.5M 0.74% +8,841 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 74,648 $21.5M 3.34% -1,707 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 74,541 $21.5M 2.17% +3,445 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 74,428 $21.4M 0.53% -782 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 73,590 $21.2M 0.02% -2,165 13F-HR Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 73,054 $21M 8.84% -1,171 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 72,865 $21M 0.2% +1,095 13F-HR Timeline Group Catawba River Capital More: the full row for Catawba River Capital 72,402 $20.9M 12.69% -384 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 71,895 $20.7M 0.72% +27,130 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 71,446 $20.6M 11.3% -5,190 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 71,225 $20.5M 1.76% 0 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 71,187 $20.5M 0.32% +4,115 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 70,830 $20.4M 1.44% -652 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 70,508 $20.3M 17.62% +7,341 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 70,207 $20.2M 19.2% -331 13F-HR Timeline CTC LLC More: the full row for CTC LLC 70,120 $20.2M 3.24% -565,931 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 69,927 $20.1M 5.75% +969 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 67,972 $19.6M 2.88% -4,038 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 67,938 $19.6M 0.32% +171 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 67,781 $19.5M 1.37% +5,427 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 67,602 $19.5M 3.25% +10,062 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 67,444 $19.4M 2.68% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 67,106 $19.3M 1.99% +4,805 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 66,911 $19.3M 1.08% -4,400 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 61,448 $19.1M 2.98% +60,498 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 66,296 $19.1M 0.71% +145 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 66,240 $19.1M 6.13% +1,566 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 65,952 $19M 2.69% -3,404 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 65,610 $18.9M 0.79% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 65,533 $18.9M 3.9% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 65,300 $18.8M 1.32% +1,493 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 65,246 $18.8M 2.87% +54,101 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 64,077 $18.5M 0.33% +11,682 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 63,981 $18.4M 0.59% +2,669 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 63,309 $18.2M 7.57% +61,094 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 62,893 $18.1M 1.43% -20 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 67,376 $18.1M 1.46% +51,162 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 62,631 $18M 0.22% +51,558 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62,562 $18M 1.34% +12,970 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 61,823 $17.8M 0.19% new 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 62,960 $17.7M 0.08% +2,638 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 61,170 $17.6M 7.37% -5,815 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 61,088 $17.6M 10.81% +1,174 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 61,081 $17.6M 8.37% -125 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 61,054 $17.6M 0.05% -676 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 60,551 $17.4M 9.34% +21,873 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 60,453 $17.4M 0.33% +2,102 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 60,216 $17.4M 3.5% +1,213 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 59,416 $17.1M 1.04% +10,119 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 59,412 $17.1M 0.44% -6,813 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 59,400 $17.1M 2.97% +43,300 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 59,388 $17.1M 2.03% +832 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 59,211 $17.1M 4.96% +575 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 58,962 $17M 1.58% -27,256 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 58,800 $16.9M 0.48% -3,273 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 58,566 $16.9M 0.69% +2,859 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 57,958 $16.7M 4.5% -2,990 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 57,928 $16.7M 0.7% -85 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 56,048 $16.1M 0.13% +12,794 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 55,631 $16M 1.77% +20 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 54,845 $15.8M 0.08% +1,495 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 54,402 $15.7M 0.18% +28,710 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 54,250 $15.6M 3.68% -442 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 53,986 $15.6M 0.06% -1,668 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 51,029 $15.6M 1.65% +8,923 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 53,965 $15.5M 7.76% +1,959 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 53,912 $15.5M 0.12% +9,959 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 53,837 $15.5M 5.19% -361 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 53,680 $15.5M 5.94% -2,212 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 56,172 $15.5M 0.03% -4,926 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 53,524 $15.4M 1.18% -10,088 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 53,471 $15.4M 0.49% +6,528 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 53,097 $15.3M 0.57% +47,451 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 52,966 $15.3M 3.39% -1,306 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 52,926 $15.3M 0.4% -2,611 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 52,668 $15.2M 2.19% -510 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 48,978 $15.1M 8.41% +611 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 52,353 $15.1M 1.28% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 52,086 $15M 1.88% +32,143 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 51,913 $15M 0.09% +1,858 13F-HR Timeline Ariose Capital Management Ltd More: the full row for Ariose Capital Management Ltd 51,800 $14.9M 16.36% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 51,736 $14.9M 0.47% -4,640 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 51,590 $14.9M 2.58% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 51,563 $14.9M 3.58% +1,067 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 51,193 $14.8M 12.49% 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 51,135 $14.7M 2.17% +28,405 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 51,124 $14.7M 0.63% +49,165 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 50,940 $14.7M 0.7% -139 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 50,338 $14.5M 7.43% -18,433 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. 50,238 $14.5M 0.56% new 13F-HR Timeline Group INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 50,000 $14.4M 3.02% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 49,852 $14.4M 0.22% +28,060 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 49,433 $14.2M 0.18% +1,369 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 48,979 $14.1M 0.11% +4,760 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 48,950 $14.1M 0.27% +10,112 13F-HR Timeline MOTCO More: the full row for MOTCO 48,744 $14M 1.48% -1,058 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 48,680 $14M 0.68% +2,096 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 48,627 $14M 3.67% -286 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 47,932 $13.8M 1.86% +810 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 47,922 $13.8M 5.17% +3,678 13F-HR/A Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 47,638 $13.7M 1.56% +44,125 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 46,945 $13.5M 1.86% +1,809 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 46,872 $13.5M 2.51% -113 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 46,391 $13.4M 0.51% -5,067 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 46,286 $13.3M 2.59% -78 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 45,787 $13.2M 0.5% +6,247 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 45,758 $13.2M 0.17% +3,537 13F-HR Timeline Group Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 45,710 $13.1M 0.03% +31,716 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 45,496 $13.1M 0.08% +836 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 45,495 $13.1M 1.39% -3,978 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 45,396 $13.1M 0.37% +14,858 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 45,360 $13.1M +4,094 Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 45,202 $13M 4.84% +2,932 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 44,900 $12.9M 0.95% +81 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 44,696 $12.9M 0.45% +26 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 44,695 $12.9M 0.35% +5,176 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 44,411 $12.8M 8.24% +39,147 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 44,003 $12.7M 1.18% +931 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 43,855 $12.6M 0.13% +22,419 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 43,831 $12.6M 3.31% -975 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 43,791 $12.6M 6.25% +1,259 13F-HR Timeline First Trust Bank, Ltd. More: the full row for First Trust Bank, Ltd. 43,770 $12.6M 46.3% +8,560 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 43,564 $12.6M 2.5% -700 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 43,260 $12.5M 0.94% +24,035 13F-HR Timeline TSP Capital Management Group, LLC More: the full row for TSP Capital Management Group, LLC 43,214 $12.5M 4.1% -2,575 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 42,819 $12.3M 1% +7,798 13F-HR/A Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 42,727 $12.3M 1.47% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 42,368 $12.2M 1.14% +2,927 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 42,127 $12.1M 0.22% -15,191 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 42,112 $12.1M 2.11% +533 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 42,080 $12.1M 6.03% -1,668 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 42,020 $12.1M 4.86% -4,200 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,988 $12.1M 1.47% -196 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 41,663 $12M 0.1% +565 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41,588 $12M 0.53% +12,274 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 41,482 $12M 4.17% +2,588 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 40,092 $11.9M 2.28% +36,116 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 41,439 $11.9M 0.46% +9,305 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 41,329 $11.9M 0.18% +738 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 41,159 $11.9M 1.02% -810 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 41,004 $11.8M 0.55% +4,620 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 40,931 $11.8M 9.28% +1,135 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 40,877 $11.8M 5.29% -500 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 43,472 $11.7M 0.03% -37,588 13F-HR/A Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 40,194 $11.6M 0.6% +13,931 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 40,041 $11.5M 0.32% -8,986 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 39,999 $11.5M 0.17% -38,774 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 40,000 $11.5M 20.16% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 40,000 $11.5M 2.99% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 39,826 $11.5M 0.67% -6,033 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 39,767 $11.5M 5.63% +598 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 39,762 $11.5M 3.93% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 39,639 $11.4M 0.08% -14 13F-HR Timeline Group Brown University More: the full row for Brown University 39,500 $11.4M 5.27% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 39,441 $11.4M 2.21% +5,991 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 39,200 $11.3M 0.26% +1,224 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 39,009 $11.2M 0.16% +1,685 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 38,971 $11.2M 0.28% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 38,330 $11M 6.89% -833 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 38,248 $11M 2.23% -1,084 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 37,971 $10.9M 2.12% +300 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 37,891 $10.9M 0.12% -1,019 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 37,459 $10.8M 1.54% +4,582 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 37,072 $10.8M 0.61% +29,713 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 37,372 $10.8M 2.98% +674 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 37,367 $10.8M 0.59% +11,693 13F-HR/A Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 37,202 $10.7M 0.59% +913 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 37,108 $10.7M 25.36% -10,161 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 37,049 $10.7M 4.94% -2,025 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 43,708 $10.7M 8.39% +820 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 36,760 $10.6M 0.02% +972 13F-HR Timeline Group Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 36,566 $10.5M 11.36% new 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 36,352 $10.5M 9.64% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 36,149 $10.4M 0.49% +2,155 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 36,000 $10.4M 45.23% +22,500 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 35,900 $10.3M 7.65% -17,888 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 35,881 $10.3M 7.14% +14,717 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 35,816 $10.3M 2.87% +5,390 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 35,670 $10.3M 7.32% -910 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 35,611 $10.3M 6.37% +34,697 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 35,586 $10.3M 0.62% +127 13F-HR Timeline KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 35,564 $10.2M 1.27% new 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 35,513 $10.2M 10.97% -25 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 35,320 $10.2M 0.28% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 35,246 $10.2M 1.25% +153 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 35,109 $10.1M 0.14% +5,797 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 35,022 $10.1M 2.84% -359 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 34,998 $10.1M 0.22% -133 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 34,856 $10M 0.18% +12,371 13F-HR Timeline Group Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 34,853 $10M 4.23% +167 13F-HR Timeline