Darrow Company, Inc. More: the full row for Darrow Company, Inc. 68,944 $5.51M 2.14% -2,854 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 67,852 $5.43M 0.06% -6,858 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 67,589 $5.41M 0.86% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 66,929 $5.35M <0.01% -289,458 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 65,667 $5.25M 1.11% +2,677 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 64,808 $5.16M 0.01% +2,442 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 63,690 $5.09M 0.01% +1,543 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 63,034 $5.04M 0.37% +173 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 62,612 $5.01M 0.05% -4,093 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 62,519 $5M 0.31% +13,032 13F-HR Timeline CNO Financial Group, Inc. in group CNO Financial Group, Inc. More: the full row for CNO Financial Group, Inc. 62,000 $4.96M 2.84% 0 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 61,947 $4.95M 0.26% +2,739 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 60,894 $4.85M 0.01% -2,394 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 60,500 $4.84M 1.35% 0 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 59,809 $4.78M 0.64% -12,722 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 59,197 $4.73M 0.67% +112 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 58,875 $4.71M 0.02% +35,511 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,692 $4.69M 0.02% +491 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 57,880 $4.6M 0.13% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 57,123 $4.57M 1.62% -557 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 57,123 $4.57M 1.15% -17,756 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 57,017 $4.56M 0.01% +47,570 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 56,807 $4.54M 0.29% +34,104 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 55,808 $4.46M 0.82% -114 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 55,594 $4.45M 0.05% +12 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 55,117 $4.41M 1.98% +3,054 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 54,698 $4.37M 0.3% +2,140 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 53,983 $4.32M 0.01% +360 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 53,963 $4.32M 0.65% +10,908 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,580 $4.28M <0.01% -7,314 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 53,405 $4.27M 0.23% +2,523 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 52,748 $4.22M 0.5% +19,794 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 52,481 $4.2M 0.85% +24,304 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 52,380 $4.19M 0.44% +7,409 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 52,299 $4.18M 0.08% +1,686 13F-HR Timeline Little Harbor Advisors, LLC More: the full row for Little Harbor Advisors, LLC 52,461 $4.17M 2.05% -2,761 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 52,000 $4.16M 3.57% 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 51,982 $4.16M 2.2% -2,117 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 51,913 $4.15M 0.04% +3,260 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 51,657 $4.13M 0.41% -41,682 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 51,216 $4.1M 0.01% -4,823 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 51,066 $4.08M 0.86% +3,918 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 50,424 $4.03M 0.09% -20,613 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 50,403 $4.03M 0.03% -1,898 13F-HR/A Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 50,352 $4.03M 1.39% +7,696 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 50,073 $4M 0.27% -17,157 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 49,602 $3.97M 2.51% +389 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 49,203 $3.93M 0.03% +14,176 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 48,492 $3.88M 3.19% +2,207 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 48,299 $3.86M 2.49% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 48,075 $3.84M 0.09% -5,186 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 47,789 $3.82M 1.19% +3,103 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 47,391 $3.78M 2.35% +3,114 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 47,139 $3.77M 0.7% +12,415 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 46,446 $3.71M 0.54% +4,257 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 46,208 $3.7M 0.02% -1,159 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 45,805 $3.66M 0.2% +6,924 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 45,546 $3.64M 2.28% +3,840 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 45,533 $3.64M 0.01% +1,332 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 44,994 $3.6M 0.11% +1,605 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 44,849 $3.59M 1.21% +4,142 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 44,762 $3.58M 0.44% +259 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 44,683 $3.57M 0.1% +22,207 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 44,630 $3.57M 0.01% +38,214 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 44,811 $3.57M 0.06% +757 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 44,481 $3.56M 0.17% +2,781 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 44,407 $3.55M 0.14% +31,488 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 43,552 $3.48M 0.11% -467 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 43,470 $3.48M 0.11% +600 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 43,367 $3.47M <0.01% -2,549 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 43,197 $3.45M 0.15% +15,042 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 43,160 $3.45M 0.45% +128 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 42,769 $3.42M 1.18% -13 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 42,353 $3.39M 0.03% -2,589 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 41,982 $3.36M -351 Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 41,754 $3.34M 1.23% +835 13F-HR/A Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 40,716 $3.26M 1.22% +508 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 40,500 $3.24M 0.51% +6,350 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 40,151 $3.21M 0.02% -1,059 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 40,000 $3.2M <0.01% -100,000 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 39,977 $3.2M 0.26% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 39,400 $3.15M 1.79% +772 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 38,159 $3.05M <0.01% +13,159 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 37,942 $3.03M 0.44% -247 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 37,513 $3M 0.06% -61,140 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 37,203 $2.97M 0.34% +3,921 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 37,102 $2.97M 0.24% +11,761 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 37,021 $2.96M 0.02% -1,022 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 36,967 $2.96M 0.01% +1,419 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 36,943 $2.95M 0.16% +8,803 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 36,873 $2.95M 1.45% -1,050 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 36,977 $2.94M 0.02% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 36,654 $2.93M 0.4% -16,279 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 36,465 $2.92M 1.82% +1,127 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 36,438 $2.91M <0.01% +10,311 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 36,398 $2.91M 0.01% +337 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36,316 $2.9M 0.04% +3,139 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 36,250 $2.9M 0.01% -305 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 36,197 $2.89M 0.01% +1,985 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 36,078 $2.89M <0.01% +6,483 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 36,052 $2.88M 0.04% +1,792 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 36,049 $2.88M 0.05% -102,241 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 35,979 $2.88M 0.01% +804 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 35,790 $2.86M 0.03% -760 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,521 $2.84M <0.01% +7,474 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 35,300 $2.82M 0.02% new 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 35,208 $2.82M 0.02% -11,761 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 34,966 $2.8M 0.06% +348 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 34,900 $2.79M 0.02% +33,820 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 34,825 $2.78M 1.37% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 34,504 $2.76M 0.05% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 33,979 $2.72M 0.03% +2,536 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 33,266 $2.66M 0.27% +6,551 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 32,669 $2.61M 0.01% +22,175 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 32,144 $2.57M 0.02% +10,186 13F-HR/A Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 31,977 $2.56M 0.26% +12 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 31,928 $2.55M 0.09% -3,887 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,889 $2.55M 0.04% +6,549 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 31,823 $2.54M 0.56% -303 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 31,687 $2.53M 0.21% -676 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 31,483 $2.52M 0.02% -5,246 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 30,798 $2.45M 0.36% -6,075 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 30,866 $2.45M +15,678 Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 30,496 $2.44M 1.59% +633 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 30,413 $2.43M 0.01% -985 13F-HR Timeline ARCH CAPITAL GROUP LTD. More: the full row for ARCH CAPITAL GROUP LTD. 30,000 $2.4M 0.82% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 29,672 $2.37M 0.75% +2,412 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 29,249 $2.34M 1.03% +379 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 29,217 $2.34M 0.56% -167,083 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 29,138 $2.33M 1.33% 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 29,097 $2.33M 1.16% +1,472 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 28,862 $2.31M 0.36% +4,425 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 28,414 $2.27M 0.22% -4,840 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 28,361 $2.27M 0.04% +11,337 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 28,241 $2.26M 1.03% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 28,000 $2.24M 0.26% 0 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 27,956 $2.24M 1.04% +1,265 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27,913 $2.23M 0.04% +448 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 27,828 $2.23M 0.07% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 27,673 $2.21M 0.13% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 27,634 $2.21M 0.23% +2,037 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 27,447 $2.19M 0.08% +756 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 27,059 $2.16M 0.02% +1,169 13F-HR Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 27,000 $2.16M 1.65% +1,763 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 27,002 $2.16M 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 26,589 $2.13M 0.01% -36,382 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 26,481 $2.12M 0.07% -2,290 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 26,392 $2.11M 0.01% +1,562 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 26,313 $2.1M 1.45% +431 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 26,089 $2.09M 1.71% +6,053 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 25,616 $2.05M 1.47% +5,872 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 25,470 $2.04M 0.24% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 25,412 $2.03M 0.14% +11,597 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 25,312 $2.02M 0.47% -437 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 24,909 $1.99M 0.71% -3,358 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 24,889 $1.99M 0.72% -18,758 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 24,600 $1.97M 0.46% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 24,566 $1.96M 0.07% -29 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,532 $1.96M 0.04% +7,429 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 24,352 $1.95M 0.19% +3,846 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 24,130 $1.93M 0.05% -971 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 23,912 $1.91M -109,559 Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,768 $1.9M 0.13% +3,463 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 23,709 $1.9M 0.28% -30,846 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 23,456 $1.88M 0.84% +2,198 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 23,185 $1.85M 0.01% +769 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 4,649 $1.85M 1.22% -28,751 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 23,205 $1.85M 0.29% -26,983 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 22,970 $1.84M 0.23% -428 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,951 $1.84M 0.04% +6,762 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 22,832 $1.83M 0.02% -10,775 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 22,806 $1.82M 0.02% -813,275 13F-HR Timeline Group Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 22,691 $1.81M 1.2% -383 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 22,463 $1.8M 0.88% -4,841 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 22,251 $1.78M 0.05% +8,103 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 22,170 $1.77M 0.01% +6,730 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 21,801 $1.74M 0.08% +132 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 21,693 $1.74M 0.03% -410 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 21,687 $1.73M 0.36% +6,681 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 21,326 $1.71M <0.01% -21,532 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,322 $1.71M 0.06% -6,624 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 21,218 $1.7M 0.55% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,102 $1.69M 0.08% +252 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 20,923 $1.67M 0.17% -1,082 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 20,327 $1.63M 0.08% +6,713 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 20,282 $1.62M 1.37% -445 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 20,259 $1.62M 0.74% +612 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 20,189 $1.61M 0.05% -2,158 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 19,542 $1.56M 0.02% -2,123 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 19,253 $1.54M 0.97% +6,325 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 19,130 $1.53M 0.5% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 19,074 $1.53M 0.06% +7,125 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 18,996 $1.52M 0.05% -175 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 18,900 $1.51M 2.47% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 18,650 $1.49M 0.38% +450 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 18,474 $1.47M 0.32% +5,773 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,341 $1.47M 0.01% +685 13F-HR Timeline Group PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 18,261 $1.45M 0.12% -90,698 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,142 $1.45M 0.02% -34 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 18,084 $1.45M <0.01% -1,374 13F-HR Timeline Group