Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 80,861 $32M 1.43% -77,445 13F-HR Timeline S&CO INC More: the full row for S&CO INC 80,565 $31.9M 1.98% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 80,154 $31.8M 2.03% +8,311 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 77,936 $30.9M 6.23% +306 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 77,848 $30.9M 0.69% -1,675 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 77,670 $30.8M 0.18% new 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 77,433 $30.7M 0.01% +6,533 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 76,435 $30.3M 2.17% -10,635 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 76,343 $30.3M 4.08% -1,298 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 76,067 $30.1M 1.58% +26,341 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 75,825 $30.1M 0.08% +34,464 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 75,402 $29.9M 1.88% -1,853 13F-HR Timeline COBALT CAPITAL MANAGEMENT, INC. in group COBALT CAPITAL MANAGEMENT, IN… More: the full row for COBALT CAPITAL MANAGEMENT, INC. 75,000 $29.7M 13.16% -5,000 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 74,855 $29.7M 0.22% +6,966 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 74,560 $29.5M 0.11% -9,988 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 82,959 $29.5M 14.45% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 74,227 $29.4M 0.98% -3,542 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 74,194 $29.4M 0.22% 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 73,834 $29.3M 0.43% -1,559 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 72,966 $28.9M 8.18% -1,432 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 72,751 $28.8M 12.83% -1,588 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 72,710 $28.8M 1.01% +9,013 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 72,472 $28.7M 0.11% -37,950 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 71,673 $28.4M 0.16% +814 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 71,605 $28.4M 0.23% +7,251 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 71,593 $28.4M 9.28% -7,278 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 71,225 $28.2M 1.95% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 71,225 $28.2M 2.44% +56,127 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 60,526 $28.1M 18.71% +5,134 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 70,836 $28.1M 0.55% -2,929 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 70,785 $28.1M 18.4% +2,939 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 70,378 $27.9M 1.25% -4,510 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 70,359 $27.9M 0.04% +6,037 13F-HR Timeline Group Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 69,507 $27.5M 6.5% -8,226 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 68,333 $27.1M 3.12% -592 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 68,100 $27M 0.69% -3,082 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 67,412 $26.8M 7.2% 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 67,447 $26.7M 9.63% -3,361 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 67,330 $26.7M 0.17% +1,148 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 67,204 $26.6M 0.73% +67,106 13F-HR/A Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 67,112 $26.6M 1.81% -30,935 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 67,080 $26.6M 0.04% -18,520 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 66,232 $26.2M 0.74% +19,214 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 66,008 $26.2M 5.05% -1,638 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 65,142 $25.8M 6.83% -448 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 65,122 $25.8M 3.31% -1,511 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 64,765 $25.7M 12.82% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 63,173 $25M 0.04% -28,711 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 62,946 $24.9M 1.13% -11,971 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62,542 $24.8M 1.32% -1,578 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 62,542 $24.8M 7.32% +108 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 62,377 $24.7M +5,976 Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 62,320 $24.7M 0.35% -1,880 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 62,170 $24.6M 2.51% +15,225 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 62,138 $24.6M 15% +17,151 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 61,850 $24.5M 0.36% -7,193 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 61,563 $24.4M 1.65% +3,357 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 61,457 $24.4M 0.89% +655 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 61,327 $24.3M 2.45% +718 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 60,539 $24M 0.05% -56,309 13F-HR Timeline Group James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 60,438 $24M 0.86% +1,896 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 60,390 $23.9M 12.7% +2,820 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 60,384 $23.9M 0.35% +7,644 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 59,620 $23.6M 0.48% -831 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 59,409 $23.5M 0.75% -2,469 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 59,278 $23.5M 2.12% -823 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 58,988 $23.2M 0.64% +746 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 58,131 $23M 4.26% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 57,117 $22.6M 1.57% +33,119 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 56,967 $22.6M 0.46% +248 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 56,578 $22.4M 10.59% -3,672 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 56,500 $22.4M 1% +52,702 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 56,122 $22.2M 0.07% -1,290 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 56,090 $22.2M 0.32% -2,602 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 55,781 $22.1M 6.41% -235 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 55,631 $22M 2.07% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 55,620 $22M 0.42% -2,055 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 55,274 $21.9M 7.11% +2,129 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 54,639 $21.7M 0.02% -75,684 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 54,573 $21.6M 0.4% +3,001 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 54,485 $21.6M 4.31% -1,570 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 54,146 $21.5M 0.17% -2,004 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 54,003 $21.4M 4.55% +15,275 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 53,953 $21.4M 1.04% -6,253 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 53,533 $21.2M 0.42% -3,815 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 53,270 $21.1M +1,952 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 52,614 $20.9M 0.54% +1,118 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 52,253 $20.7M 0.37% +24,648 13F-HR/A Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 52,021 $20.6M 3.91% -1,267 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 51,886 $20.6M 2.29% +3,988 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 51,654 $20.5M 0.66% -25,626 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 51,590 $20.4M 4.26% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 51,492 $20.4M 1.39% -7,937 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 51,392 $20.4M 0.12% +1,019 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 50,970 $20.2M 1.47% -1,186 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 50,683 $20.1M 0.21% -9,018 13F-HR Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 50,640 $20.1M 3.19% 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 50,307 $19.9M 3.76% +7,659 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 50,204 $19.9M 0.48% -5,646 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 50,000 $19.8M 3.84% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 49,807 $19.7M 2.43% -35,986 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 49,694 $19.7M 3.75% -894 13F-HR/A Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 49,406 $19.6M 6.59% -30,178 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 49,000 $19.4M 42.7% -7,000 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 48,964 $19.4M 0.1% 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 48,573 $19.3M 12.42% -9,185 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 48,412 $19.2M 9.64% -65 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 45,283 $19.2M 3.79% -191 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 48,323 $19.2M 3.49% -2,317 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 48,216 $19.1M 4.3% -413 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 47,693 $18.9M 8.49% -110 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 47,492 $18.8M 6.77% -3,551 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 47,200 $18.7M 1.78% +10,147 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 47,162 $18.7M 0.33% +7,076 13F-HR/A Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 44,046 $18.6M 2.84% -20,184 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 46,970 $18.6M 0.61% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 46,908 $18.6M 0.33% +3,201 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 46,605 $18.5M 0.1% +2,683 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 46,480 $18.4M 2.34% -825 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 46,420 $18.4M 6.47% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 46,221 $18.3M 0.16% -425 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 46,098 $18.3M 0.39% -6,191 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 46,019 $18.2M 0.84% +21,123 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 45,896 $18.2M 0.21% -2,866 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 45,721 $18.1M 0.68% +4,172 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 45,220 $17.9M 9.7% +9,490 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 44,934 $17.8M 0.05% -75 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 44,898 $17.8M 4.74% +1,085 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 44,778 $17.7M 5.79% -2,752 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 44,730 $17.7M 0.35% +4,248 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 44,448 $17.6M 2.73% -828 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 44,369 $17.6M 0.58% -14,719 13F-HR Timeline Group Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 44,355 $17.6M 2.68% +482 13F-HR Timeline MOTCO More: the full row for MOTCO 44,272 $17.5M 1.59% -1,566 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 44,176 $17.5M 4.21% +404 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 44,010 $17.4M 1.88% -2,046 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 43,981 $17.4M 0.77% +926 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 43,780 $17.4M 0.93% -747 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 43,729 $17.3M 4.15% -643 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 43,722 $17.3M +30,460 Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 43,577 $17.3M 4.26% -22 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 43,515 $17.2M 0.09% -26,317 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 43,437 $17.2M 2.89% +635 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 43,422 $17.2M 0.04% -5,942 13F-HR Timeline Group NEUMEIER POMA INVESTMENT COUNSEL LLC More: the full row for NEUMEIER POMA INVESTMENT COUNSEL LLC 43,185 $17.1M 1.41% +6,549 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 43,109 $17.1M 0.22% +606 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 42,880 $17M 7.26% +1,008 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 42,758 $16.9M 5.76% +1,669 13F-HR Timeline LTS Liquid Investments LLC More: the full row for LTS Liquid Investments LLC 42,150 $16.7M 15.87% 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 42,110 $16.7M 1.92% +135 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 42,037 $16.7M 0.76% +273 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 41,686 $16.5M 4.36% +389 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 41,435 $16.4M 0.59% +460 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,424 $16.4M 1.6% -261 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 41,027 $16.4M 2.2% +1,751 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 41,273 $16.4M 1.42% -4,926 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 41,246 $16.3M 0.5% -3,450 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 41,013 $16.3M 0.19% -38,691 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 40,972 $16.2M 2.22% -439 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 40,921 $16.2M 0.77% -399 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 36,365 $16.2M 2.71% -602 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $16.1M 6.85% -40,728 13F-HR Timeline Amount filed as zero, left out of ratios. Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 40,631 $16.1M 1.48% -3,544 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 40,617 $16.1M 0.56% +2,661 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 40,599 $16.1M 2.5% +2,167 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 40,496 $16M 4.86% -23,915 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 40,361 $16M 0.44% +10,825 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 40,253 $16M 6.01% +6,387 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 40,238 $15.9M 0.09% -1,691 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 34,384 $15.9M 0.89% -8,745 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 40,112 $15.9M 1.3% -1,324 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 40,078 $15.9M 13.68% 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 40,000 $15.9M 15.25% -10,000 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 40,000 $15.9M 7.11% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 39,992 $15.8M 3.54% +4,840 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 39,937 $15.8M 0.22% -2,017 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 39,921 $15.8M 0.92% -50,565 13F-HR Timeline Brown University More: the full row for Brown University 39,500 $15.7M 10.98% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,450 $15.6M 0.17% +17,140 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 39,271 $15.6M 0.31% -30 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 39,210 $15.5M 7.88% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 39,141 $15.5M 0.66% +2,500 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 41,731 $15.4M 10.03% 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 38,805 $15.4M 1.84% +2,335 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 38,785 $15.4M 0.21% +5,286 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 38,643 $15.3M 1.96% -14,145 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 38,391 $15.2M 0.02% +7,853 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 38,007 $15.1M 0.33% +35,248 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 56,200 $15M 0.36% +3,578 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 37,869 $15M 7.83% -7,633 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 37,780 $15M 0.08% +3,739 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 37,598 $14.9M 1.66% -9,540 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 37,547 $14.9M 0.78% +2,464 13F-HR Timeline Corecam AG More: the full row for Corecam AG 37,483 $14.9M 14.91% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 37,363 $14.8M 0.12% +4,778 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 37,306 $14.8M 0.14% +100 13F-HR Timeline Group Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 37,182 $14.7M 7.11% -139 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 36,920 $14.6M 0.22% -5,207 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 36,861 $14.6M 0.8% -592 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 36,841 $14.6M 0.86% +7,523 13F-HR Timeline