Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 79,383 $4.28M 0.48% +4,292 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 78,974 $4.27M 0.16% +2,367 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 79,019 $4.26M 0.31% -2,662 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 77,133 $4.16M 2.58% -2,858 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 76,435 $4.12M 3% +6,010 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 76,312 $4.11M 1.2% +72,492 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 76,136 $4.1M 0.57% -685 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 75,748 $4.08M 0.45% -1,583 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 73,857 $3.98M 2.17% -3,864 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 72,387 $3.9M 0.03% +35,141 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 71,598 $3.86M 0.03% -5,986 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 70,579 $3.83M 0.65% +32,412 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 70,924 $3.82M 0.25% +1,606 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 70,854 $3.82M 0.04% +1,094 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 70,414 $3.79M 0.01% +4,111 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 69,586 $3.75M 0.15% +2,850 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 68,933 $3.71M 0.18% -638 13F-HR Timeline SWS Partners More: the full row for SWS Partners 67,871 $3.66M 0.88% +751 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 67,585 $3.64M 1.65% +2,509 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 66,443 $3.58M 1.87% -8,409 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 66,121 $3.56M 2.38% +1,193 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 64,590 $3.48M 0.23% +5,229 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 64,305 $3.46M <0.01% +54,472 13F-HR/A Timeline Group Financial Management, Inc. More: the full row for Financial Management, Inc. 61,724 $3.33M 3.16% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 59,062 $3.18M 0.05% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 58,930 $3.18M 0.03% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 57,761 $3.11M 0.39% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 57,176 $3.08M 0.01% -6,132 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 55,371 $2.98M 0.6% -1,873 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 53,764 $2.9M 0.56% +1,148 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 53,079 $2.86M <0.01% -1,322 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 52,697 $2.84M 0.76% -1,771 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 52,737 $2.84M 0.76% +419 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 52,464 $2.84M 0.15% +10,200 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 52,525 $2.83M 0.07% -1,870 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 52,362 $2.82M <0.01% +24,859 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 51,924 $2.8M 0.04% -8,278 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 51,116 $2.75M 0.17% +9,236 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 51,030 $2.75M 1.6% -806 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 50,773 $2.74M 0.82% +945 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 49,654 $2.68M +2,004 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 49,452 $2.66M 0.03% +6,466 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 49,438 $2.66M 0.13% +2,820 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 48,315 $2.6M 0.04% +1,838 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 48,115 $2.59M 1.25% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 47,208 $2.54M 0.14% +12,935 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 46,855 $2.52M 0.04% -1,930 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 46,273 $2.49M 0.05% -21,498 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 44,703 $2.41M 0.88% +11,821 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 44,272 $2.39M 0.89% -974 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 44,000 $2.37M 0.86% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 43,691 $2.35M 0.06% -56 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 41,982 $2.26M 0.88% +1,849 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 41,811 $2.25M 0.07% +3,337 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 41,786 $2.25M 0.15% -2,063 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 41,315 $2.23M 0.01% +2,723 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 41,219 $2.22M 0.96% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 40,735 $2.19M 0.08% +3,119 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 39,938 $2.15M 0.05% -263 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 39,845 $2.15M 0.79% +136 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 39,760 $2.14M 0.3% +4,087 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 39,755 $2.14M 5.83% -3,912 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 39,348 $2.12M 0.14% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 38,916 $2.1M 0.04% +8,991 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 38,868 $2.09M 0.63% +7,787 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 38,147 $2.06M 0.03% -4,837 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 37,353 $2.01M 0.01% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 36,812 $1.98M 0.04% -41,405 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 36,735 $1.98M 0.32% -2,385 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 35,737 $1.93M 0.17% +35,303 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 35,119 $1.89M 1.52% 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 35,094 $1.89M 1.21% +3,034 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 34,962 $1.88M <0.01% +7,688 13F-HR/A Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 34,795 $1.87M 0.03% +97 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 33,977 $1.83M 0.51% -102 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 33,837 $1.82M 0.23% +25,638 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 32,690 $1.76M 1.5% 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 31,979 $1.72M 0.76% -350 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 31,858 $1.72M +13,786 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 31,749 $1.71M 0.05% +552 13F-HR/A Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 31,613 $1.7M 0.26% -4,151 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 31,458 $1.69M 0.1% +648 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 31,361 $1.69M 0.98% -26,488 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 31,265 $1.68M 0.15% +22,830 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 30,924 $1.67M 0.02% +443 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 30,589 $1.65M 0.02% -898 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 30,284 $1.63M 0.21% 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 30,025 $1.62M 0.88% -2,148 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 29,677 $1.6M <0.01% -5,433 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 28,951 $1.56M 0.09% +5,075 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 28,757 $1.55M 0.02% 0 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. 28,662 $1.54M 0.03% +10,090 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 26,093 $1.54M 0.01% +3,266 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 28,113 $1.51M <0.01% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 27,414 $1.48M 0.1% +6,280 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 27,384 $1.48M 0.38% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 26,841 $1.45M 0.68% -140 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 26,505 $1.43M 0.07% +19,696 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 26,467 $1.43M 0.03% +7,966 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 25,895 $1.4M 0.52% -4,466 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 25,661 $1.38M 0.07% -2,777 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 25,366 $1.37M 0.5% +907 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 25,276 $1.37M 0.02% -2,113 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 25,309 $1.36M 0.01% +1,312 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 25,061 $1.35M 0.67% new 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 24,993 $1.35M 0.87% -10,469 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 24,583 $1.33M 0.02% +1,840 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 24,538 $1.32M 0.34% +635 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 24,512 $1.32M 0.3% +7,580 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 24,471 $1.32M 0.19% -1,182 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 24,416 $1.32M 0.05% +355 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 24,015 $1.29M 0.11% +380 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 23,154 $1.25M 0.45% +100 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 23,139 $1.25M 0.09% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 22,848 $1.23M 1.23% +2,071 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 22,669 $1.22M 0.58% +195 13F-HR Timeline Group PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 22,380 $1.21M 0.9% -70,802 13F-HR/A Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 22,332 $1.2M 0.03% +3,636 13F-HR Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 22,163 $1.2M 0.12% -245 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 22,229 $1.2M 0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,952 $1.18M 0.03% +5,897 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 21,477 $1.16M 0.05% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 21,294 $1.15M 0.04% -3,357 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 20,851 $1.12M 0.15% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 20,634 $1.11M 0.76% +349 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 20,631 $1.11M 0.25% +118 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 20,477 $1.1M 1.02% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 20,453 $1.1M 0.14% -5,575 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 20,435 $1.1M 0.09% +1,816 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 19,855 $1.07M 0.15% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 19,693 $1.06M 0.02% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 19,572 $1.05M 0.38% +1,924 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 19,551 $1.05M 0.58% -961 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 19,206 $1.03M 0.52% +700 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 19,018 $1.02M 0.25% +5,428 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 18,900 $1.02M <0.01% 0 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 18,562 $1M 0.01% -4,682 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 18,285 $985K 0.38% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 17,777 $958K 0.41% +943 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 17,734 $955K 0.08% +41 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 17,676 $952K 0.18% -2,925 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 17,486 $942K 0.96% +5 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 17,380 $936K 0.01% -552 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 17,367 $936K 0.07% -140 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,685 $899K 0.04% -289 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 16,435 $886K 0.54% -90 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,981 $880K 0.02% -12,865 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 16,286 $878K 0.5% -463 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 16,071 $866K 0.39% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 16,025 $863K 0.56% 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 15,606 $841K 0.34% +2,316 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 15,275 $823K 0.25% +20 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 15,227 $820K 0.07% +5,417 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 15,126 $815K 0.75% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 15,111 $814K 0.01% 13F-HR/A Timeline Group WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 14,981 $807K 0.69% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 14,859 $801K 0.44% -147 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 14,850 $800K 0.17% -4,163 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 14,815 $798K 0.26% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 14,771 $796K 0.19% +50 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 14,597 $786K 0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,596 $786K 0.02% +329 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 14,127 $761K 0.14% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,055 $757K 0.05% +7,035 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 13,845 $746K 4.8% +41 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 13,737 $740K 0.2% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,451 $725K 0.09% +818 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 13,400 $722K 0.37% 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 13,090 $705K 0.61% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 12,822 $691K 0.26% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,757 $687K 0.01% -1,961 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 12,682 $685K 0.01% -5,168 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 12,300 $663K 0.11% +90 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 12,232 $659K 0.2% -71 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12,190 $657K 0.05% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 12,164 $655K 0.16% -7,090 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,995 $646K 0.02% -56 13F-HR Timeline GFI Investment Counsel Ltd. More: the full row for GFI Investment Counsel Ltd. 11,984 $646K 0.07% 0 13F-HR/A Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 11,855 $639K 0.01% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 11,758 $634K 0.08% +184 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 11,722 $632K 0.18% -1,003 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,546 $622K 0.01% +1,154 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 11,490 $619K 0.01% 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,466 $618K 0.01% +1,485 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,360 $612K 0.03% +21 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 11,226 $605K 0.16% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,879 $586K 0.03% +1,407 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,860 $585K 0.06% -277 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 10,831 $584K 0.54% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,742 $579K 0.01% -2,732 13F-HR Timeline Savvy Advisors, Inc. 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