COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 77,792 $23.7M 0.14% +861 13F-HR Timeline Group Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 77,669 $23.7M 6.21% +194 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 77,546 $23.6M 1.13% +64,367 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 76,452 $23.3M 0.82% -5,452 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 76,355 $23.3M 0.23% -6,057 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 75,873 $23.1M 0.36% -790 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 75,627 $23.1M 1.98% +8,521 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 75,200 $22.9M 7.89% new 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 74,258 $22.6M 9.56% -12,535 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 74,118 $22.6M 6.9% -2,470 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 74,100 $22.6M 11.48% +1,698 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 74,059 $22.5M 0.01% -236,881 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 74,218 $22.5M 1.19% -94 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 73,875 $22.5M 0.62% -889 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 73,587 $22.4M 0.16% -2,277 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 73,500 $22.4M 0.08% -6,634 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 73,415 $22.4M 0.52% -1,013 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 72,916 $22.2M 2.45% +13,528 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 72,792 $22.2M 4.74% +58,764 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 72,227 $22M 0.3% +1,040 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 72,140 $22M 8.63% -914 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 71,406 $21.8M 12.26% -40 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 71,225 $21.7M 1.38% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 70,789 $21.6M 3.84% +10,573 13F-HR Timeline COBALT CAPITAL MANAGEMENT, INC. in group COBALT CAPITAL MANAGEMENT, IN… More: the full row for COBALT CAPITAL MANAGEMENT, INC. 70,000 $21.3M 10.01% -60,000 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 69,959 $21.3M 5.24% +32 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 69,877 $21.3M 0.48% +24,481 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 69,822 $21.3M 0.09% +14,977 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 69,611 $21.2M 18.18% -596 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 69,492 $21.2M 5.33% -83,527 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 68,776 $21M 2.94% -5,872 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 68,704 $20.9M 0.17% -4,161 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 68,690 $20.9M 5.58% -32,563 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 67,794 $20.7M 1.33% +5,232 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 67,487 $20.6M 7.71% +36,774 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 67,441 $20.6M 2.85% -531 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 66,750 $20.3M 0.31% -1,188 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 65,064 $19.8M 1.35% -236 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 64,699 $19.7M 0.7% +18,308 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 64,674 $19.7M 0.64% +23,235 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 64,441 $19.6M 1.92% -10,100 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 64,324 $19.6M 5.87% -1,916 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. 63,970 $19.5M 0.31% -107 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 63,342 $19.3M 0.21% +711 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 63,089 $19.2M 0.68% -3,207 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 62,665 $19.1M 0.34% +2,212 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 62,335 $19M 0.57% -1,646 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 61,905 $18.9M 0.7% +3,339 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 61,476 $18.7M 0.04% +422 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 61,297 $18.7M 0.42% -88,202 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 61,416 $18.7M 2.16% -4,536 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 61,398 $18.7M 0.47% +2,598 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 61,351 $18.7M 0.54% -16,144 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 61,056 $18.6M 0.13% +7,144 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 60,820 $18.5M 6.72% -350 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 60,773 $18.5M 1.29% -10,057 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 60,734 $18.5M 10.27% -354 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 60,584 $18.5M 3.72% -19,125 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 60,000 $18.3M 19.76% new 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 59,806 $18.2M 0.18% -2,017 13F-HR Timeline Group Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 58,869 $17.9M 19.12% +23,356 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 58,855 $17.9M 6.48% -4,454 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 58,831 $17.9M 0.83% -8,080 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 58,578 $17.9M 2.61% -9,024 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 58,531 $17.8M 5.93% -21,604 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 61,453 $17.7M 1.43% -1,440 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 57,332 $17.5M 0.02% -32,883 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 57,260 $17.5M 0.41% -2,152 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 56,228 $17.1M 0.14% -18,859 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 56,110 $17.1M 0.03% -62 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 55,631 $17M 1.63% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 55,485 $16.9M 0.06% +1,499 13F-HR Timeline Group SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 53,643 $16.8M 11.16% +2,450 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 55,050 $16.8M 4.02% -2,908 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,235 $16.8M 1.8% 0 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 54,779 $16.7M 0.66% -3,149 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 54,561 $16.6M 0.39% +1,635 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 52,981 $16.2M 0.13% -3,067 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 52,561 $16M 4.96% -1,276 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 52,517 $16M 0.09% +604 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 52,413 $16M 3.5% -1,837 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 51,258 $15.9M 1.45% +229 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 52,177 $15.9M 8.6% +50,045 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 51,878 $15.8M 3.16% -1,088 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 51,658 $15.7M 1.29% -16,123 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 51,590 $15.7M 2.75% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 51,276 $15.6M 0.46% -2,195 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 51,235 $15.6M 0.38% +6,540 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 50,916 $15.5M 3.47% -647 13F-HR Timeline Zweig-DiMenna Associates LLC More: the full row for Zweig-DiMenna Associates LLC 50,875 $15.5M 1.59% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 50,851 $15.5M 0.47% +5,064 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 50,331 $15.3M 1.88% -17,113 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 50,000 $15.2M 2.3% 0 13F-HR Timeline Murchinson Ltd. More: the full row for Murchinson Ltd. 50,000 $15.2M 8.23% new 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 49,945 $15.2M 2.38% -9,455 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 49,720 $15.2M 0.03% +26,202 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 49,662 $15.1M 0.38% +16,779 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 49,662 $15.1M 1.07% -3,862 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 49,602 $15.1M 0.73% -28,944 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 49,466 $15.1M 0.26% +516 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 49,050 $15M 5.37% -4,630 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 48,860 $14.9M 0.32% +18,658 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 48,721 $14.9M 0.28% +47,432 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 48,503 $14.8M 7.97% -12,578 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 48,340 $14.7M 0.29% +9,140 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 48,297 $14.7M 6.11% -5,668 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 48,295 $14.7M 3.66% -332 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 48,242 $14.7M 0.4% -3,494 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 47,805 $14.6M 0.1% -1,174 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 47,500 $14.5M 2.04% -5,168 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 47,478 $14.5M 1.61% -67,231 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 47,415 $14.5M 5.19% -507 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 47,341 $14.4M 0.36% 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 47,281 $14.4M +1,921 Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 47,215 $14.4M 0.61% -1,465 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 46,945 $14.3M 1.62% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 46,641 $14.2M 0.17% +883 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 46,370 $14.1M 0.03% new 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 46,157 $14.1M 2.47% -36,483 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 46,056 $14M 1.77% new 13F-HR Timeline MOTCO More: the full row for MOTCO 46,328 $14M 1.34% -2,416 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 45,949 $14M 0.13% -3,484 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 45,586 $13.9M 0.09% +3,923 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 45,547 $13.9M 1.95% -2,385 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 45,455 $13.9M 1.36% -40 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 45,250 $13.8M 3.71% -13,961 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 45,146 $13.8M 2.54% +11,353 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 44,722 $13.6M 1.18% +719 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 $13.6M 0.4% 0 13F-HR Timeline Group Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 44,417 $13.5M 3.3% +586 13F-HR Timeline First Trust Bank, Ltd. More: the full row for First Trust Bank, Ltd. 44,270 $13.5M 71.55% +500 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 44,182 $13.5M 0.94% +1,363 13F-HR/A Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 43,906 $13.4M 2.39% -2,966 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 43,420 $13.2M 5.25% +6,371 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 43,316 $13.2M 0.65% +34,661 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 43,054 $13.1M 2.44% -510 13F-HR Timeline KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 42,739 $13M 2.07% +7,175 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 42,571 $13M 0.07% -2,925 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 42,127 $12.8M 0.22% 0 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 42,020 $12.8M 6.86% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 42,000 $12.8M 0.02% +21,300 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,829 $12.8M 1.43% -159 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 41,732 $12.7M 3.89% -3,470 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 41,704 $12.7M 5.97% -8,634 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 41,603 $12.7M 2% -509 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 41,508 $12.7M 0.53% +1,314 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 41,067 $12.5M 0.19% +8,521 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 41,062 $12.5M 4.74% +18,657 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 40,850 $12.5M 0.5% -738 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 40,113 $12.4M 1.63% new 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 40,648 $12.4M 1.07% +23,583 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 40,629 $12.4M 0.08% +990 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 40,568 $12.4M 2.77% +4,752 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 43,444 $12.3M 7.89% -264 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 40,194 $12.3M 0.58% -10,746 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 40,121 $12.2M 0.29% +80 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 40,279 $12.2M 0.71% -880 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 40,039 $12.2M 0.42% -13,058 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 40,000 $12.2M 2.97% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 39,810 $12.1M 0.96% -2,558 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 39,758 $12.1M 5.28% -2,322 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 39,651 $12.1M 0.5% -1,353 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 39,650 $12.1M 1.49% new 13F-HR Timeline Brown University More: the full row for Brown University 39,500 $12M 8.48% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 39,494 $12M 5.14% -273 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 39,271 $12M 0.26% +300 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 39,252 $12M 0.79% -5,648 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 38,403 $11.7M 1.99% +432 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 38,294 $11.7M 1.57% +6,672 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 38,267 $11.7M 0.68% -21,149 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 38,157 $11.6M 3.06% +6,550 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 37,862 $11.5M 2.35% -386 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 37,851 $11.5M 0.11% +6,053 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 37,706 $11.5M 0.11% -185 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 37,561 $11.4M 1.22% -5,166 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 37,479 $11.4M 0.01% +15,178 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 37,269 $11.4M 0.14% +2,160 13F-HR Timeline Group DDFG, Inc More: the full row for DDFG, Inc 37,099 $11.3M 2.84% -273 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 37,054 $11.3M 0.37% -28,556 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 37,003 $11.3M 0.69% -199 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 36,919 $11.3M 1.75% -2,522 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 36,822 $11.2M 1.32% -15,264 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 36,784 $11.2M 7.42% +884 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 36,761 $11.2M 1.33% +1,515 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 36,656 $11.2M 0.29% +8,177 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 36,497 $11.1M 0.45% +348 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 36,348 $11.1M 3.06% +21,385 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 36,324 $11.1M 0.5% +3,105 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 36,176 $11M 0.52% +14,587 13F-HR Timeline Group Ripple Effect Asset Management LP More: the full row for Ripple Effect Asset Management LP 36,040 $11M 6.27% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 35,981 $11M 8.55% -4,950 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 36,099 $10.9M 1.99% -10,187 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 35,820 $10.9M 1.25% -7,971 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 35,660 $10.9M 0.15% -4,339 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 35,659 $10.9M 2.16% -1,800 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 35,690 $10.9M 10.25% +110 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 35,504 $10.8M 1.65% -15,631 13F-HR Timeline Nicholson Meyer Capital Management, Inc. 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