Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 18,731 $8.05M 1.71% +1,609 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 18,712 $8.05M 0.02% +7,205 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 18,584 $8M 4.45% -1,774 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 18,518 $7.97M 0.85% +510 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 18,437 $7.93M 2.31% -220 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 18,434 $7.93M 0.06% -1,293 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 18,384 $7.91M 3.74% +16,682 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,356 $7.9M 0.3% -11,945 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 18,312 $7.88M 2.05% 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 18,077 $7.78M 0.42% -1,340 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 17,873 $7.69M 0.37% +1,343 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 17,798 $7.66M 0.87% +51 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,756 $7.64M 0.44% -339 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 17,735 $7.63M 0.52% +1,297 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 17,786 $7.62M 0.09% +3,961 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 17,707 $7.62M 2.17% -160 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 17,664 $7.6M 0.34% +238 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 17,663 $7.6M 0.08% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 17,488 $7.52M 0.61% -64 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,442 $7.5M 0.06% -9,517 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 17,403 $7.49M 1.15% -3,320 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 17,081 $7.44M 2.04% +826 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 17,245 $7.42M 0.44% -430 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 17,736 $7.42M 1.66% +4,491 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 17,215 $7.41M 0.79% +8,679 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 17,207 $7.4M 1.31% +240 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 17,180 $7.39M 0.38% +1,929 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 17,086 $7.35M 0.21% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,082 $7.35M 0.15% -5,694 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 17,077 $7.35M 6.31% -321 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 17,074 $7.35M 4.64% +527 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 17,068 $7.34M 0.52% +188 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 16,975 $7.3M 5.38% -138 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 16,965 $7.3M 0.76% +3,203 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 16,942 $7.29M 0.65% -3,173 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,644 $7.29M 0.13% -893 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 16,811 $7.23M 3.46% +1,413 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16,806 $7.23M 0.53% -5,968 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 16,649 $7.16M 0.09% -709 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 16,636 $7.16M 0.28% -146 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 16,620 $7.15M 5.77% +843 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 16,579 $7.13M 0.09% +1,264 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 16,544 $7.12M 4.28% -805 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 16,542 $7.12M 0.2% +4,368 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,543 $7.12M 0.38% +795 13F-HR Timeline Group Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 16,512 $7.1M 3.2% +734 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 16,511 $7.1M 0.61% -7,480 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 16,508 $7.1M 0.17% +105 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 16,508 $7.1M 4.25% +241 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,485 $7.09M 0.51% -130 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 16,405 $7.06M 0.54% -2,203 13F-HR Timeline Group Grand Central Investment Group More: the full row for Grand Central Investment Group 16,334 $7.03M 5.2% +131 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 16,304 $7.02M 3.03% -341 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 16,282 $7.01M 3.78% -1,447 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 16,241 $6.99M 1.26% +961 13F-HR/A Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 16,235 $6.99M 0.23% -200 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 16,181 $6.96M 0.87% +2,270 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 16,050 $6.91M 0.79% -318 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,005 $6.89M 0.21% +5,821 13F-HR/A Timeline Group BRIGHT VALLEY CAPITAL Ltd More: the full row for BRIGHT VALLEY CAPITAL Ltd 16,000 $6.88M 7.12% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 15,896 $6.84M 1.22% +6,763 13F-HR Timeline Wealth Management Associates, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 15,777 $6.79M 0.47% -653 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 15,709 $6.76M 0.29% +237 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 15,680 $6.75M 1.41% 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 15,665 $6.74M 3.06% +30 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 15,665 $6.74M 1.13% -319 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 15,615 $6.72M 5.41% -343 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 15,605 $6.71M 0.67% -114 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 15,488 $6.66M 4.98% -739 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 15,393 $6.62M 0.01% +2,738 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 15,363 $6.61M 1.46% +11 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 15,346 $6.6M 0.5% -4,996 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 15,336 $6.6M 0.24% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 15,300 $6.58M 0.15% new 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 15,286 $6.58M 0.32% -739 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,277 $6.57M 0.04% -462 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 15,197 $6.54M 2.55% +476 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 15,076 $6.49M 1.11% +1,432 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 15,045 $6.47M 0.7% -108 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 15,029 $6.47M 2.11% -290 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 15,010 $6.46M 2.27% +3,900 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 15,000 $6.45M 3.75% -20,000 13F-HR Timeline Kryger Capital LLC More: the full row for Kryger Capital LLC 15,000 $6.45M 0.46% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 14,983 $6.45M 1.21% -457 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 14,949 $6.43M 3.45% -5,662 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 14,931 $6.42M 1.08% -2,360 13F-HR Timeline AKUNA SECURITIES LLC More: the full row for AKUNA SECURITIES LLC 14,900 $6.41M 3.22% new 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 14,897 $6.41M 3.5% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 14,866 $6.4M 0.1% -19,232 13F-HR Timeline Group truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 14,841 $6.39M 6.6% -778 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 14,723 $6.33M 0.11% -309 13F-HR Timeline Monolith Management Ltd More: the full row for Monolith Management Ltd 14,720 $6.33M 2.47% new 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 14,696 $6.32M 2.05% -119 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 14,675 $6.32M 3.02% +8,350 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 14,652 $6.3M 2.95% +1,574 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 14,617 $6.29M 1.3% -1,244 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 14,603 $6.28M 0.66% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 14,599 $6.28M 0.92% -1,026 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 14,568 $6.27M 0.09% +1,520 13F-HR/A Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 14,566 $6.27M 2.9% -2,651 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 14,222 $6.26M 1.98% -1,168 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 14,550 $6.26M 1.9% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 14,523 $6.25M 0.48% -21,217 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 14,453 $6.22M 3.08% -471 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 14,338 $6.17M 1.73% +545 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 14,317 $6.16M 3.88% -280 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 14,300 $6.15M 0.02% +200 13F-HR Timeline Group Wise Wealth Partners More: the full row for Wise Wealth Partners 14,296 $6.15M 8.33% +46 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,285 $6.15M 0.45% -150 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 14,238 $6.13M 1.67% 0 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 14,199 $6.11M 0.21% +223 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,057 $6.05M 1.33% -441 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 14,056 $6.05M 0.5% +1,291 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 14,054 $6.05M 0.58% -2,986 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 13,995 $6.02M 0.08% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 13,990 $6.02M 0.64% +4,445 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 13,886 $5.98M 0.01% -1,093 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 13,877 $5.97M 1.55% -4,266 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 13,805 $5.94M 8.32% 13F-HR/A Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 13,786 $5.93M 3.04% +191 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 13,692 $5.89M 2.12% +830 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13,648 $5.87M 1.21% +458 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 13,602 $5.85M 1.59% -1,220 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 13,563 $5.84M 0.35% +88 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 13,481 $5.8M 1.48% -442 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 13,456 $5.79M 3.38% +2,866 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 13,412 $5.77M 0.83% -700 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 13,370 $5.75M 0.41% -3,550 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 13,356 $5.75M 0.57% -488 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,325 $5.73M 0.04% +1,180 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 13,299 $5.72M 0.1% +4,466 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 13,210 $5.68M 0.21% +43 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 13,194 $5.68M 0.51% +115 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 13,106 $5.64M 0.64% +739 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 13,083 $5.63M 1.54% -1,983 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 13,578 $5.63M 0.34% +1,564 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 13,060 $5.62M 2.52% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 13,058 $5.62M 1.32% -4,066 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 13,055 $5.62M 0.68% -598 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 13,121 $5.61M 3.43% -41 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 13,035 $5.61M 1.91% +12,245 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 13,015 $5.6M 0.54% +53 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 13,018 $5.6M 2.46% -2,147 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,884 $5.54M 0.24% -640 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,822 $5.52M 0.12% +400 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 12,758 $5.49M 3.67% -3,011 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 12,697 $5.46M 1.77% -6,349 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 12,660 $5.45M 1.3% +3 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 12,653 $5.44M 1.61% -3,043 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 12,649 $5.44M 0.4% +1,771 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 12,623 $5.43M 0.3% +3,393 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,617 $5.43M 0.37% +673 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,616 $5.43M 0.12% +36 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 12,596 $5.42M 0.59% -394 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,594 $5.42M 0.49% -1,633 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 12,590 $5.42M 3.28% -2,105 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,564 $5.41M 0.76% -844 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 12,548 $5.4M 2.01% -155 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,506 $5.38M 0.08% -20,482 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 12,502 $5.38M 4.73% +451 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 12,500 $5.38M 12.56% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 12,464 $5.36M 0.2% +6,520 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 12,354 $5.32M 0.66% +1,107 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 12,345 $5.31M 2% +15 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 12,338 $5.31M 3.65% -902 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12,322 $5.3M 0.09% +943 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 12,310 $5.3M 0.2% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 12,285 $5.29M 2.42% -1,199 13F-HR Timeline Emmett Investment Management, LP More: the full row for Emmett Investment Management, LP 12,055 $5.28M 4.04% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 12,238 $5.27M 5.03% +1,071 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 12,202 $5.25M 1.48% +1,344 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 12,182 $5.24M <0.01% +182 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,142 $5.22M 0.27% -416 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 12,132 $5.22M 0.01% -246,737 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 12,077 $5.2M 2.19% +4,006 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 12,066 $5.19M 0.77% +349 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,022 $5.17M 0.24% +1,079 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 12,010 $5.17M 0.03% +12,000 13F-HR Timeline Group Telligent Fund, LP More: the full row for Telligent Fund, LP 12,000 $5.16M 5.52% 0 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 12,000 $5.16M 1.95% -1,000 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,982 $5.16M 0.24% +333 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,982 $5.16M 0.11% -644 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,973 $5.15M 0.67% +553 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 11,946 $5.14M 1.74% -37,460 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 11,927 $5.13M 4.57% -21,651 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 11,927 $5.13M 0.11% -3,950 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 11,924 $5.13M 0.56% -260 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11,698 $5.12M 0.25% +626 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,856 $5.1M 0.94% +6,461 13F-HR Timeline McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 12,187 $5.05M 3.4% -1,149 13F-HR/A Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 11,692 $5.03M 3.87% -19,349 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 11,669 $5.02M 0.5% -22 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 11,651 $5.01M 1.45% +839 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 11,628 $5M 2.05% +7 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 11,627 $5M 0.97% +1,352 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 11,590 $4.99M 0.03% new 13F-HR Timeline Group