OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 81,391 $28.9M 0.75% +3,175 13F-HR Timeline Group S&CO INC More: the full row for S&CO INC 80,565 $28.6M 1.75% 0 13F-HR Timeline COBALT CAPITAL MANAGEMENT, INC. in group COBALT CAPITAL MANAGEMENT, IN… More: the full row for COBALT CAPITAL MANAGEMENT, INC. 80,000 $28.4M 13.07% +10,000 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 79,704 $28.3M 0.25% +3,349 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 79,584 $28.3M 9.8% +12,097 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 79,523 $28.3M 0.95% -29,971 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 78,871 $28M 9.83% +4,613 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 78,262 $27.8M 6.37% -1,208 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 77,769 $27.6M 0.92% +1,317 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 77,733 $27.6M 6.53% +64 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 77,641 $27.6M 3.46% -228 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 77,630 $27.6M 5.98% +7,671 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 77,280 $27.5M 0.8% -3,473 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 77,255 $27.5M 1.71% -2,967 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 76,484 $27.2M 0.11% +6,662 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 75,983 $27M 0.15% -1,809 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 75,393 $26.8M 0.39% -480 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 74,917 $26.6M 1.27% +699 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 74,888 $26.6M 1.25% 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 74,694 $26.6M 2.56% +1,778 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 74,398 $26.4M 7.72% +280 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 74,365 $26.4M 0.5% +69,460 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 74,339 $26.4M 11.99% +239 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 74,074 $26.3M 0.54% +16,814 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 73,917 $26.3M 0.34% +1,690 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 73,765 $26.2M 0.55% +350 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 71,843 $25.5M 1.66% +6,779 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 71,639 $25.5M 3.54% +21,694 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 71,225 $25.3M 1.74% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 71,182 $25.3M 0.65% +9,831 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 110,422 $25.2M 0.1% +27,478 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 70,900 $25.2M 0.01% -17,272 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 70,859 $25.2M 0.16% -2,728 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 70,808 $25.2M 9.48% -1,332 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 69,832 $24.8M 0.14% +52,516 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 69,646 $24.8M 2.6% +59,900 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 69,607 $24.7M 1.16% +19,945 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 69,454 $24.7M 1.93% +5,013 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 69,043 $24.5M 0.36% +2,293 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 68,925 $24.5M 3.11% +149 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 68,007 $24.2M 0.34% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 67,889 $24.1M 0.18% -815 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 67,846 $24.1M 15.83% -1,765 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 67,646 $24M 4.94% -1,846 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 66,633 $23.7M 3.02% -808 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 66,182 $23.5M 0.16% +9,954 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 65,590 $23.3M 6.28% +1,266 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 64,411 $22.9M 8.11% +5,556 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 64,354 $22.9M 0.23% +1,012 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 64,322 $22.9M 0.04% +14,602 13F-HR Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 64,230 $22.8M 3.64% -6,559 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. 64,200 $22.8M 0.35% +230 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 64,120 $22.8M 1.29% -3,674 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 63,697 $22.6M 0.87% +16,482 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 62,434 $22.2M 7.21% +1,614 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 61,878 $22M 0.72% -1,211 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 60,802 $21.6M 0.71% +48,437 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 60,609 $21.5M 2.89% +2,031 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 60,451 $21.5M 0.49% -947 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 60,250 $21.4M 10.47% -484 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 60,206 $21.4M 0.88% +1,375 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 60,101 $21.4M 2.11% -1,315 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 59,429 $21.1M 1.45% -1,344 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 59,701 $21M 0.21% -105 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 59,088 $21M 0.72% -2,817 13F-HR Timeline Group SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 55,392 $20.9M 14.59% +1,749 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 58,692 $20.9M 0.32% +9,226 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 58,542 $20.8M 0.74% +3,763 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 58,242 $20.7M 0.59% -4,093 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 57,758 $20.5M 13.66% -1,111 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 57,675 $20.5M 0.43% +3,114 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 57,570 $20.5M 10.92% -13,836 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 57,412 $20.4M 0.06% +1,927 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 57,348 $20.4M 0.5% +6,497 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 56,719 $20.2M 0.47% -7,955 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 56,401 $20M 0.03% +291 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 56,150 $20M 0.1% +3,633 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 56,055 $19.9M 4.43% +1,005 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 56,016 $19.9M 5.4% -2,515 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 56,000 $19.9M 51.88% +26,000 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 55,850 $19.9M 0.5% +7,608 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 55,631 $19.8M 1.78% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 54,862 $19.5M 3.7% -5,722 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 54,790 $19.5M 0.25% +53,000 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 53,288 $18.9M 3.69% +875 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 53,145 $18.9M 6.55% +5,730 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 52,788 $18.8M 2.79% +7,642 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 52,740 $18.7M 0.29% -17,137 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 52,622 $18.7M 0.36% +3,762 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 52,289 $18.6M 0.42% +1,054 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 52,156 $18.5M 1.45% +898 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 52,482 $18.5M 0.37% -68,791 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 51,572 $18.3M 0.34% +3,232 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 51,496 $18.3M 0.5% +220 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 51,318 $18.2M +4,037 Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 51,043 $18.1M 6.85% +2,746 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 50,640 $18M 3.33% -1,238 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 50,588 $18M 3.75% -328 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 90,486 $17.9M 1.09% +51,234 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 50,373 $17.9M 0.11% +2,568 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 50,000 $17.8M 16.07% -10,000 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 50,000 $17.8M 2.7% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 49,726 $17.7M 1.07% +5,544 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 45,474 $17.6M 3.76% +1,057 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 49,364 $17.5M 0.04% -12,112 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 43,129 $17.3M 0.94% +2,850 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 48,762 $17.3M 0.2% +2,121 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 48,629 $17.3M 3.98% +334 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 48,477 $17.2M 9.12% +45,136 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 48,213 $17.1M 1.35% +7,565 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 47,898 $17M 2.03% +2,351 13F-HR Timeline Thomist Capital Management, LP More: the full row for Thomist Capital Management, LP 48,300 $17M 5.31% +33,600 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 47,803 $17M 8.07% -700 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 47,530 $16.9M 5.66% -1,520 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 47,305 $16.8M 2.18% -195 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 58,206 $16.8M 1.38% -3,247 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 47,138 $16.8M 1.97% +8,844 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 47,018 $16.7M 0.5% +6,979 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 46,945 $16.7M 1.81% 0 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 46,646 $16.6M 0.13% +697 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 46,400 $16.5M <0.01% +44,400 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 46,199 $16.4M 1.51% +744 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 46,056 $16.4M 1.92% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 45,838 $16.3M 1.49% -490 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 45,502 $16.2M 8.64% +22,210 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 45,276 $16.1M 2.36% -881 13F-HR Timeline KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 45,234 $16.1M 1.66% +2,495 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 45,009 $16M 0.04% +10,110 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 44,987 $16M 10.86% +38,990 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 $15.9M 0.45% 0 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 44,527 $15.8M 0.91% +29,450 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 44,372 $15.8M 3.87% -878 13F-HR Timeline First Trust Bank, Ltd. More: the full row for First Trust Bank, Ltd. 44,270 $15.7M 35.99% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 44,175 $15.7M 1.89% +6,614 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 43,922 $15.6M 0.1% +3,293 13F-HR Timeline Group Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 43,873 $15.6M 2.47% -33 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 43,813 $15.6M 4.28% +26,005 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 43,772 $15.6M 4.06% +2,040 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 43,707 $15.5M 0.35% -3,634 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 43,599 $15.5M 4.95% -8,962 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 43,218 $15.4M 6.29% -202 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 43,055 $15.3M 0.64% +6,731 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 42,802 $15.2M 2.64% -252 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 42,648 $15.2M 3.05% +2,080 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 28,354 $15.1M 0.22% +5,250 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. 43,574 $15.1M 0.51% -84,237 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 42,503 $15.1M 0.22% +9,021 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 42,127 $15M 0.19% 0 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 41,975 $14.9M 1.73% +2,325 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 41,954 $14.9M 0.21% +887 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 41,929 $14.9M 0.08% -642 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 41,886 $14.9M 5.61% -10,291 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 41,872 $14.9M 6.63% +168 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 41,764 $14.8M 0.7% +3,497 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,685 $14.8M 1.44% -144 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 41,549 $14.8M 0.57% +1,898 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 41,436 $14.7M 1.2% -3,286 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 41,411 $14.7M 2.09% -192 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 41,361 $14.7M 0.05% 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 41,320 $14.7M 0.71% -8,282 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 41,302 $14.7M 5.02% +240 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 41,297 $14.7M 3.78% +3,140 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 41,089 $14.6M 5.6% +1,331 13F-HR Timeline TSP Capital Management Group, LLC More: the full row for TSP Capital Management Group, LLC 41,069 $14.6M 3.91% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 40,975 $14.6M 0.56% -533 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 40,728 $14.5M 5.94% +1,234 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 40,614 $14.4M 1.07% +804 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 40,482 $14.3M 0.29% +8,583 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 40,086 $14.2M 0.3% -35 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 40,000 $14.2M 3.26% 0 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 39,567 $14.1M 6.27% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 39,563 $14.1M 0.64% -631 13F-HR Timeline Brown University More: the full row for Brown University 39,500 $14M 8.3% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 39,301 $14M 0.29% +30 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 39,210 $13.9M 7.54% -2,810 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 39,276 $13.9M 1.69% -837 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 38,853 $13.8M 8.37% +6,001 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 38,728 $13.8M 3.25% +33,878 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 38,432 $13.7M 2.15% +29 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 36,967 $13.6M 2.34% +868 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 37,956 $13.5M 0.49% -2,894 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 37,621 $13.4M 0.33% +965 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 37,479 $13.3M 0.01% 0 13F-HR Timeline Group ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 37,472 $13.3M 0.25% -162,528 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 37,453 $13.3M 0.76% +450 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 37,321 $13.3M 6.95% +537 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 37,206 $13.2M 0.13% -500 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 37,053 $13.2M 1.43% +292 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 36,878 $13.1M 0.03% -51,636 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 36,818 $13.1M 0.35% +4,622 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 36,641 $13M 0.43% +11,434 13F-HR Timeline NEUMEIER POMA INVESTMENT COUNSEL LLC More: the full row for NEUMEIER POMA INVESTMENT COUNSEL LLC 36,636 $13M 1.07% +12,470 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 36,470 $13M 1.53% +5,932 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 36,432 $13M 1.82% -487 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 36,001 $12.8M 1.27% +181 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 35,690 $12.7M 10.45% 0 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 35,761 $12.7M 4.01% +29,367 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 35,751 $12.7M 0.17% +91 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 35,730 $12.7M 6.93% +1,424 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 35,525 $12.6M 4.61% +26,986 13F-HR Timeline