Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 33,865 $12.5M 8.04% -2,491 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33,718 $12.4M 0.59% +511 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 33,026 $12.2M 0.15% -278 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 32,928 $12.1M 3.26% +596 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 32,672 $12M 0.12% +7,985 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 32,448 $12M 1.09% +6,903 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 32,430 $11.9M 9.13% -1,851 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 30,844 $11.9M 1.37% -427 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 32,180 $11.9M 1.09% +17,577 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 32,128 $11.8M 6.49% -816 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 32,031 $11.8M 3.03% -414 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 32,019 $11.8M 0.28% -445 13F-HR Timeline Group HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 32,000 $11.8M 11.52% 0 13F-HR Timeline FLAX POND CAPITAL, LLC More: the full row for FLAX POND CAPITAL, LLC 31,557 $11.6M 8.1% +200 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 31,429 $11.6M <0.01% -1,589 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 31,156 $11.5M 0.13% -187 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 31,018 $11.4M 0.26% +985 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 30,925 $11.4M 8% -902 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 30,870 $11.4M 3.03% +1,329 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. 30,829 $11.4M 0.18% -1,388 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 30,747 $11.3M 0.9% +605 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 30,605 $11.3M 0.43% +758 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 30,474 $11.2M 2.15% -835 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 30,473 $11.2M 0.32% +1,857 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 30,254 $11.1M 0.34% -127 13F-HR Timeline Group Tamar Securities, LLC More: the full row for Tamar Securities, LLC 30,125 $11.1M 1.04% +3,205 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 30,000 $11.1M 28.98% -12,500 13F-HR Timeline Senator Investment Group LP More: the full row for Senator Investment Group LP 30,000 $11.1M 0.4% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 29,899 $11M 1.01% +11,168 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 29,870 $11M 0.12% +732 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 29,860 $11M 0.34% -234 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 29,850 $11M 2.51% +1,424 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 29,689 $10.9M 6.73% -692 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 29,690 $10.9M 7.37% -6,000 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 29,502 $10.9M 0.54% -1,370 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 29,417 $10.8M 3.54% +507 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 29,374 $10.8M 0.21% -460 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 29,320 $10.8M 0.03% +2,513 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 28,013 $10.7M 0.12% -3,636 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 28,848 $10.6M 1.06% +1,301 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 28,768 $10.6M 1.33% -440 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 28,680 $10.6M +4,758 Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 28,636 $10.5M 0.64% +59 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 28,607 $10.5M 2.96% +563 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 28,465 $10.5M 6.11% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 28,427 $10.5M 0.19% +3,140 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 28,321 $10.4M 4.83% +890 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 28,248 $10.4M 1.18% +20 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 28,033 $10.3M 0.36% -362 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 27,960 $10.3M 2.47% new 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 27,915 $10.3M 1.71% new 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 27,896 $10.3M 0.72% -581 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 27,702 $10.2M 0.49% -2,733 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 27,650 $10.2M 4.09% +483 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 27,556 $10.1M 2.27% +13,679 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 27,499 $10.1M 6.75% -1,203 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 27,343 $10.1M 3.66% -128 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 27,236 $10M 0.34% -5,643 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 27,207 $10M 0.26% -856 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 26,213 $10M 0.1% +1,757 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 27,075 $9.97M 1.43% -565 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 27,047 $9.96M 0.4% +4,942 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 27,000 $9.95M 1.69% -9,000 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 26,941 $9.93M 0.33% -6,641 13F-HR Timeline Group Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 26,895 $9.91M 3.95% -467 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 26,769 $9.86M 0.89% +24,619 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 26,713 $9.84M 0.53% -401 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 717,179 $9.82M 3.63% +692,537 13F-HR/A Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 26,610 $9.8M 2.41% +2,699 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 26,500 $9.76M 3.37% +18,000 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 26,394 $9.72M 8.8% -136 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 27,101 $9.71M 0.01% +20,650 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 26,171 $9.64M 0.96% +2,241 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 26,080 $9.63M 0.72% +2,108 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 26,104 $9.62M 0.37% -5,225 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 25,826 $9.51M 1.34% -10,159 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 25,812 $9.51M +3,347 Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 25,760 $9.49M 1.04% +650 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 25,721 $9.48M 6.84% +549 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 25,372 $9.35M 3.51% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 25,346 $9.34M -95 Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 115,207 $9.32M 1.56% +292 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 25,263 $9.31M 0.07% +3,878 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 25,196 $9.28M 0.82% +224 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 24,765 $9.27M 5.78% -262 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 25,164 $9.27M 4.1% -1,097 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 25,125 $9.26M 0.15% -398 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 25,087 $9.24M 0.35% -2,533 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 25,044 $9.23M -864 Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 25,019 $9.22M 5.82% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 25,019 $9.22M 0.42% -1,397 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 24,846 $9.15M 0.1% +4,084 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 24,802 $9.14M 2.04% +545 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 24,784 $9.13M 1% -15,356 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 24,745 $9.12M 0.19% +827 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 24,679 $9.09M 4.21% +335 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 24,590 $9.06M 1.11% -150 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 24,344 $8.97M 0.3% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 24,163 $8.9M 3.77% +3,404 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 23,930 $8.82M 0.21% +2,743 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 23,633 $8.71M 0.54% -2,666 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,536 $8.67M 0.19% -3,816 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 23,387 $8.62M 1.64% +22,531 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 23,387 $8.62M 1.64% 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 23,356 $8.6M 2.46% -23 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 23,244 $8.56M 2.81% -5,331 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 23,201 $8.55M 1.72% -3,746 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 23,107 $8.51M 0.08% +12,159 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 22,974 $8.46M 0.1% -565 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 22,928 $8.45M 0.23% -192 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 22,914 $8.44M 0.95% +6,733 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 22,867 $8.42M 1.21% -463 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 22,861 $8.42M 0.06% +182 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 22,810 $8.41M 0.46% -1,874 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 22,747 $8.38M 0.25% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 22,730 $8.37M 0.09% +119 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 22,715 $8.37M 0.01% -102,247 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 22,614 $8.33M 0.68% -475 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 22,602 $8.33M 0.5% -10 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,562 $8.31M 0.18% -904 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 22,490 $8.28M 5.62% -179 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,431 $8.26M 0.05% -113 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 22,283 $8.21M 1.53% +879 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 22,212 $8.18M 0.22% -80 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 22,145 $8.16M 0.94% 0 13F-HR/A Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 22,496 $8.15M 4.9% -8,889 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 22,068 $8.13M 2.35% -15 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 22,061 $8.13M 0.28% +21,733 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 21,997 $8.1M 0.09% -1,381 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 21,953 $8.09M 1.29% +5,712 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 21,943 $8.08M 4.75% +349 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 21,756 $8.01M 0.93% -200 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 21,558 $7.94M 0.97% -53 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 21,545 $7.94M 1.3% +94 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 21,542 $7.94M 0.21% -825 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 20,920 $7.9M 0.15% +830 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 21,374 $7.87M 1.56% +18 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 96,684 $7.87M 6.82% +5,050 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 21,345 $7.86M 0.7% +682 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 21,324 $7.86M 1.99% +231 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 21,243 $7.83M 0.9% +15,841 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 21,175 $7.79M 0.36% -7,955 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 21,090 $7.77M 0.41% +130 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 21,039 $7.75M 0.52% -762 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 21,014 $7.74M 0.11% -875 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 21,003 $7.74M 0.28% 0 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 20,951 $7.72M 2.29% -1,275 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 20,916 $7.71M 0.19% +957 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 20,737 $7.64M 1.76% -26,273 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 20,710 $7.63M 4.78% -2,178 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 20,635 $7.6M 1.42% -3 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 20,532 $7.56M 2.36% -666 13F-HR Timeline TSP Capital Management Group, LLC More: the full row for TSP Capital Management Group, LLC 20,414 $7.52M 1.8% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 20,393 $7.51M 0.53% +1,621 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,370 $7.5M 0.07% -5,547 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 20,363 $7.5M 0.07% -4,054 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,255 $7.46M 0.67% -517 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 19,573 $7.39M 0.1% +333 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 19,866 $7.32M 0.19% +48 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 19,787 $7.29M 0.38% -2,120 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 19,274 $7.27M 0.99% -388 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 19,728 $7.27M 3.73% +489 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 19,662 $7.24M 0.53% +7,068 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,639 $7.23M 0.31% -11 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 19,636 $7.23M 0.07% +107 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,614 $7.23M 0.18% -1,174 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 19,598 $7.22M 2.44% +164 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 19,564 $7.21M 0.28% -688 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 19,564 $7.21M 0.14% -1,757 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 16,542 $7.12M 0.2% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 19,312 $7.11M 0.96% -1,743 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 19,276 $7.1M 1.52% +214 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 19,249 $7.09M 2.06% -36 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 19,231 $7.08M 0.05% +8,735 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 19,271 $7.07M 0.07% +1,485 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,192 $7.07M 0.61% +6,137 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 19,055 $7.02M 0.8% -56,091 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 19,006 $7M 1.49% -7,412 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 18,994 $7M 2.71% -778 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 18,931 $6.97M 0.08% +2,287 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 18,784 $6.92M 1.61% +8 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 18,780 $6.92M 1.94% -218 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 18,663 $6.88M 0.26% +999 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 18,541 $6.83M 2.83% -373 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 18,440 $6.79M 1.74% +3 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,393 $6.78M 0.21% +37 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 18,373 $6.77M 3.4% -211 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 18,254 $6.72M 0.99% +8,495 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 18,220 $6.71M 2.87% -164 13F-HR Timeline Confluence Wealth Services, Inc. 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