Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 17,741 $5.41M 2.72% -1,564 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 17,733 $5.41M 0.38% -106 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 17,725 $5.4M 0.69% +537 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 17,687 $5.39M 1.17% +956 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 17,677 $5.39M +7,376 Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 17,478 $5.33M 0.51% -302 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 17,422 $5.31M 0.63% -473 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 17,410 $5.31M 0.58% -11,707 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,403 $5.3M 0.07% -1,794 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 17,384 $5.3M 4.81% -1,013 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 17,393 $5.29M 0.12% new 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 17,316 $5.28M 0.03% +5,369 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 17,256 $5.26M 4.34% +3,153 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 17,196 $5.24M 1.7% -5,241 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 17,183 $5.24M 0.26% -477 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 17,160 $5.23M 0.33% -700 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 17,144 $5.23M 0.29% -599 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,102 $5.21M 0.13% +6,888 13F-HR/A Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 17,030 $5.19M 0.44% -15 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 16,863 $5.14M 2.64% -4,308 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 16,812 $5.12M 0.28% +345 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 16,789 $5.12M 3.52% +2 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 16,747 $5.1M 1.37% -93 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 16,664 $5.08M 1.17% +208 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 16,576 $5.05M 0.4% +7,623 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 16,520 $5.04M 1.16% +5,129 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 16,505 $5.03M 1.77% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 16,473 $5.02M 0.08% -240 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 16,423 $5.01M 1.61% +5,858 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,418 $5M 0.39% +48 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 16,394 $5M 0.39% 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 16,332 $4.98M 0.41% +15 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 16,306 $4.97M 1.42% +2,516 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,303 $4.97M 0.07% -2,866 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 16,219 $4.94M 2.2% -2,188 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 16,051 $4.93M 1.95% -49 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 16,110 $4.91M 3.51% -175 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 16,020 $4.88M 0.36% +1,003 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 15,946 $4.86M 1.99% -1,560 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 15,925 $4.85M 0.78% +269 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 15,836 $4.83M 1.41% +7 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,836 $4.83M 0.46% +549 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,791 $4.81M 0.38% +3,111 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,745 $4.8M 0.35% +965 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 15,690 $4.78M 3.99% +36 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 15,659 $4.77M 3.12% -464 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 15,578 $4.75M 0.16% -1,970 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 15,532 $4.73M 0.2% -4,607 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 15,495 $4.72M 19.37% -21,613 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 15,475 $4.72M 2.42% +355 13F-HR Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 15,439 $4.71M 1.58% -881 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,427 $4.7M 0.03% +342 13F-HR Timeline Group TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 15,417 $4.7M 0.74% -100 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,416 $4.7M 0.31% +395 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,394 $4.69M 0.51% -716 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,358 $4.68M 0.24% -1,914 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 15,336 $4.67M 0.15% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 15,282 $4.66M 3.31% -2,974 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 15,263 $4.65M 0.27% -3,853 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 15,228 $4.64M 3.1% -210 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,224 $4.64M 0.19% -5,673 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,187 $4.63M 0.37% -3,929 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 15,183 $4.63M 2.94% +142 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 14,911 $4.61M 3.09% +829 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 15,077 $4.6M 0.29% +5,448 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 15,065 $4.59M 1.64% -14 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 15,061 $4.59M 3.93% -4,513 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 15,000 $4.57M 0.61% 0 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 15,000 $4.57M 2.2% -3,000 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,997 $4.57M 0.64% -235 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 14,981 $4.57M 1.53% -548 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 14,976 $4.57M 2.37% +179 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 14,865 $4.53M 0.51% +482 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 14,830 $4.52M 1.22% -882 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 14,686 $4.48M new Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,585 $4.45M 0.21% +187 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,554 $4.44M 0.1% -4,585 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 14,529 $4.43M 0.8% +2,919 13F-HR Timeline Thomist Capital Management, LP More: the full row for Thomist Capital Management, LP 14,700 $4.43M 2.67% -18,240 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 14,500 $4.42M 1.36% -65,164 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 14,492 $4.42M 1.72% -416 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 14,239 $4.39M 1.38% +2,311 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 14,404 $4.39M 0.61% +3 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 14,353 $4.38M 2.38% -61 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 14,336 $4.37M 0.5% -447 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 14,323 $4.37M 1.39% -291 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 14,321 $4.37M 0.93% +1,340 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 14,295 $4.36M 0.28% +5,663 13F-HR/A Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 14,281 $4.35M 1.36% +4,520 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 14,223 $4.34M 1.66% -1,460 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,220 $4.33M 0.36% +312 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 14,198 $4.33M 1.63% -342 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 14,175 $4.32M 0.24% -1,102 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14,135 $4.31M 0.1% -1,512 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 14,098 $4.3M 0.58% -351 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 14,067 $4.29M 2.93% +12,155 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 108,359 $4.29M 0.33% -13,061 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 14,049 $4.28M 1.43% +3,200 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 13,879 $4.23M 3.47% -85 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 13,877 $4.23M 1.11% -966 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 13,838 $4.22M 2.99% 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 13,711 $4.22M 2.72% -4,893 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 13,819 $4.21M 0.79% -1,703 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,806 $4.21M 0.5% +848 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 13,800 $4.21M 0.02% +250 13F-HR Timeline Group HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 13,787 $4.2M 1.62% -10,858 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 13,784 $4.2M 0.5% -2,465 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,761 $4.19M 0.75% +8,700 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,680 $4.17M 0.07% -388 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,652 $4.16M 0.18% -1,263 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 13,650 $4.16M 1.89% +1,856 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,648 $4.16M 0.22% -11,703 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,646 $4.16M 0.14% -1,185 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 13,633 $4.15M 1.37% +3,423 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,597 $4.14M 0.25% +3,487 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13,556 $4.13M 0.5% -127 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13,528 $4.12M 3.48% -1,768 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 13,486 $4.11M <0.01% +1,163 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 13,481 $4.11M 1.48% -111 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 13,444 $4.1M 1.83% -6,333 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 13,411 $4.09M 1.97% +188 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,353 $4.07M 0.14% -302 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 13,381 $4.06M 0.04% -5,889 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 13,325 $4.06M 2.18% +1,325 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 13,060 $4.04M 1.93% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 13,244 $4.04M 0.27% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,240 $4.04M 0.15% +444 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 13,209 $4.03M 2.01% +5,058 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 13,158 $4.01M 0.2% +1,526 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 13,115 $4M 1.01% -3,800 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 13,028 $3.97M 2.07% -47,523 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 13,021 $3.97M 5.45% -1,419 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 12,932 $3.94M 0.4% +359 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,929 $3.94M 0.05% +7,317 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 12,912 $3.94M 0.91% +823 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 12,910 $3.94M 1.56% -1,788 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 12,904 $3.93M 1.31% -1,019 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,876 $3.93M 0.73% +718 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 12,865 $3.92M 1.64% -2,222 13F-HR/A Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 12,696 $3.87M 2.51% +7,808 13F-HR/A Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,672 $3.86M 0.06% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 12,669 $3.86M 2.45% -2,409 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,665 $3.86M 0.15% +11,131 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,652 $3.86M 0.23% +123 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,640 $3.85M 0.09% +2,387 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,624 $3.85M 0.02% +8,158 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 12,600 $3.84M 4.01% -300 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 12,535 $3.82M 1.16% +1,314 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,472 $3.8M 0.06% +710 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,460 $3.8M 0.08% -1,792 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 12,443 $3.79M 0.92% -125 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,440 $3.79M 0.22% -4,598 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,408 $3.78M 0.41% -645 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,365 $3.77M 0.31% +7,376 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,356 $3.77M 0.11% -3,834 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 12,347 $3.76M 2.59% +1,742 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 12,318 $3.75M 1.84% -55,058 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 12,310 $3.75M 0.15% -12,310 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 12,295 $3.75M 1.64% -2,947 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 12,290 $3.75M 0.01% +1,346 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,225 $3.73M 0.28% +7,546 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,171 $3.71M 0.53% +3,751 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,171 $3.71M 0.03% +1,058 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12,118 $3.69M 0.07% +905 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,108 $3.69M 0.38% +583 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 12,050 $3.67M 4.22% -4,613 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 12,000 $3.66M 3.34% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 11,986 $3.65M 0.37% +149 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 11,879 $3.62M 0.71% +426 13F-HR Timeline Emmett Investment Management, LP More: the full row for Emmett Investment Management, LP 11,735 $3.61M 2.86% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 11,808 $3.6M 0.91% -2,697 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,785 $3.59M 0.1% +521 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 11,755 $3.59M 1.89% -19 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,654 $3.58M 0.65% -157 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 11,691 $3.56M 0.42% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,689 $3.56M 0.06% -444 13F-HR/A Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 11,649 $3.55M 2.25% +708 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 11,591 $3.53M 1.16% -4,568 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 11,573 $3.53M 1.49% +21 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 11,507 $3.51M 1.04% +644 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 11,475 $3.5M 0.07% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 11,378 $3.47M 0.88% -105 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,377 $3.47M 0.42% -950 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 11,268 $3.43M 1.35% -59 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 11,179 $3.41M 2.72% +360 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,171 $3.41M 0.14% +2,027 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 11,158 $3.4M 0.7% -500 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 11,063 $3.37M 0.03% -12,242 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 11,031 $3.36M 2.51% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 11,000 $3.35M 0.45% -2,182 13F-HR Timeline Group Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 10,991 $3.35M 1.5% +4,446 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 10,967 $3.34M 0.24% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 10,953 $3.34M 0.32% +1,577 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 10,927 $3.33M 0.93% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 10,886 $3.32M 2.62% -10,976 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 10,853 $3.31M 0.02% +4,639 13F-HR Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 10,816 $3.3M 1.41% +1,450 13F-HR Timeline Kovack Advisors, Inc. 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