CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 37,680 $1.94M 0.88% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 36,538 $1.88M 0.02% +3,312 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 35,860 $1.85M 0.01% +15,018 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,651 $1.84M <0.01% -9,434 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 35,450 $1.82M 0.07% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 35,248 $1.81M 0.23% -1,723 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. &PARTNERS More: the full row for &PARTNERS 35,147 $1.8M 0.02% +598 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 35,000 $1.8M 0.23% +5,000 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 34,791 $1.79M 0.03% -15,063 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 34,007 $1.75M 0.08% -6,425 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 33,558 $1.73M 0.29% -921 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 33,045 $1.7M 0.26% +11,045 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 32,910 $1.69M 0.13% +12,130 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 32,819 $1.69M 0.1% +20,058 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 32,676 $1.68M 0.03% +29,691 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 31,835 $1.64M 0.04% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 31,589 $1.63M 0.01% -13,235 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 32,954 $1.62M 0.19% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 31,112 $1.6M <0.01% -13,959 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 30,803 $1.59M 0.29% new 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 30,630 $1.58M 0.17% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 30,234 $1.56M 0.01% +25,433 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 30,000 $1.54M 0.24% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 29,235 $1.51M 0.03% +4,350 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 29,221 $1.5M 0.97% +237 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 28,000 $1.44M 0.12% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,444 $1.41M 0.01% -1,225 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,448 $1.41M 0.05% -1,504 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 27,186 $1.4M 0.19% -670 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,626 $1.37M 0.01% +47 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 26,541 $1.37M 0.31% +2,870 13F-HR/A Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 26,061 $1.34M 0.05% +3,120 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 25,878 $1.33M 1.24% -1,393 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,720 $1.32M 0.04% +1,462 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 27,685 $1.32M 0.05% new 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 25,461 $1.31M 0.01% -67,605 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 25,354 $1.31M 0.41% +11,914 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 24,973 $1.29M 0.49% +19,292 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 24,411 $1.26M 0.08% +7,960 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 23,750 $1.24M -3,132 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,161 $1.24M <0.01% -4,303 13F-HR/A Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 23,896 $1.23M 0.5% -239 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 23,739 $1.22M 0.87% -688 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 24,156 $1.22M 0.27% -468 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,967 $1.18M 0.01% +148 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 22,487 $1.16M <0.01% -4,855 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 22,185 $1.14M 0.63% -1,891 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 22,140 $1.14M 0.01% new 13F-HR Timeline Group Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 22,000 $1.13M 0.89% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 21,377 $1.1M 0.29% -23 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 20,860 $1.07M <0.01% -81,225 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 20,736 $1.07M <0.01% -223,665 13F-HR/A Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,704 $1.07M 0.08% -2,783 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 20,698 $1.07M 0.1% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 20,683 $1.06M 0.03% +2,008 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 20,449 $1.05M 0.03% -10,635 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 20,446 $1.05M 0.78% +1,485 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 20,325 $1.05M 0.02% 0 13F-HR Timeline Group Canal Insurance CO More: the full row for Canal Insurance CO 20,000 $1.03M 0.24% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 20,007 $1.03M 0.6% -3,057 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 20,000 $1.03M 0.37% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 19,818 $1.02M 0.26% +1,571 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 19,779 $1.02M 0.94% -2,673 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,391 $998K 0.07% +1,835 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 19,328 $994K 0 Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 19,005 $978K 0.12% -5,650 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 18,875 $972K 0.3% +4,200 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 18,801 $968K 0.01% +2,603 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,558 $955K <0.01% -4,865 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 17,996 $926K 0.09% -201,156 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 17,874 $920K 0.01% +571 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 17,620 $907K 1.03% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 17,601 $903K 0.01% -3,594 13F-HR/A Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 17,493 $901K 0.03% -677 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 17,468 $899K 0.02% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 16,852 $887K 0.61% -8,818 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 17,210 $886K 0.29% +13,994 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 17,069 $879K <0.01% -1,424 13F-HR/A Timeline Bensler, LLC More: the full row for Bensler, LLC 17,023 $876K 0.11% -18,663 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,541 $852K 0.01% -5,505 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 16,495 $849K 0.22% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 16,217 $835K 0.35% -80 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 15,505 $798K 0.45% +230 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 15,356 $791K 0.2% -488 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 15,300 $788K 0.17% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 15,196 $782K 0.01% +1,041 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 15,160 $780K 0.44% +8,757 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,109 $778K 0.03% -3,229 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 15,048 $775K <0.01% -1,262 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 14,969 $771K 0.38% -57,689 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,053 $723K 0.14% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,039 $723K 0.01% +1,501 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 13,226 $713K 0.22% +5,641 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,682 $704K 0.01% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 13,504 $695K 0.2% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 13,452 $693K 0.38% 0 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 13,290 $684K 0.09% new 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 13,114 $675K 0.01% -30,746 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 12,873 $663K 0.12% +381 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 13,460 $662K <0.01% -859 13F-HR Timeline Group Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 12,800 $659K 0.43% -1,000 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 12,741 $656K 0.31% -1,548 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 12,500 $644K <0.01% new 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,426 $640K 0.01% -100 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 12,420 $639K 0.05% -7,083 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,247 $630K 0.02% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 12,208 $628K 0.16% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,140 $625K 0.18% -3,336 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 12,000 $618K 0.17% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,925 $614K 0.04% +6,125 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 11,868 $611K 0.16% -1,965 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 11,887 $610K 0.04% -1,100,913 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 11,767 $606K 0.65% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,732 $604K 0.01% -126,709 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 11,434 $589K 0.15% -88,717 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 11,227 $578K <0.01% -1,500 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,083 $571K 0.01% +649 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 10,973 $565K 0.34% +1,113 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,948 $564K 0.17% +975 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,456 $551K 0.33% +1,975 13F-HR Timeline Savior LLC More: the full row for Savior LLC 10,676 $550K 3.3% -705 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,621 $547K 0.04% +858 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,537 $542K 0.06% +1,282 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 10,415 $536K 0.57% -3,312 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 10,287 $530K 0.21% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,233 $527K <0.01% -150 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 10,000 $515K 0.13% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,888 $509K 0.02% -3,279 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,837 $506K 0.01% -1,442 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,806 $505K <0.01% -29,572 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,713 $500K <0.01% +1,089 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,715 $500K 0.02% -3,798 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 9,660 $497K 0.02% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 9,590 $494K 0.06% -808 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,395 $484K 0.1% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,310 $479K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,288 $478K <0.01% -110,662 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,253 $476K 0.01% -3,407 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 9,210 $474K 0.04% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 9,200 $474K 0.44% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,125 $470K 0.01% +378 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 9,000 $463K <0.01% 0 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 8,981 $462K <0.01% -358 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,891 $458K 0.16% -4,390 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 8,811 $454K 0.31% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,797 $453K 0.04% -17,988 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,682 $447K 0.02% -1,174 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 8,670 $446K 0.02% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,600 $443K 0.26% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,549 $440K 0.06% +8,000 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,350 $430K 0.04% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,256 $425K 0.01% -38,547 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,141 $419K <0.01% -3,352 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,125 $418K 0.09% -85 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 8,081 $416K <0.01% 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 7,971 $410K 0.01% new 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 7,951 $409K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,940 $409K 0.01% -2,760 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 7,872 $405K 0.06% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 7,813 $402K 0.09% +3,900 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,688 $396K 0.13% -392 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,636 $393K <0.01% -5,879 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,619 $392K 0.02% +100 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,600 $391K 0.04% +2,200 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 7,520 $387K 0.08% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,436 $383K 0.05% -69,391 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 7,426 $382K 0.44% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 7,368 $379K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,191 $370K <0.01% -146 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,185 $370K 0.02% -6,810 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 7,165 $369K <0.01% -42,142 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,060 $363K <0.01% -893 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7,000 $360K 0.01% new 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,975 $359K 0.06% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,932 $357K 0.02% +149 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,914 $356K 0.01% +4,976 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,782 $349K 0.17% +664 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,656 $343K 0.5% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 6,574 $338K 0.07% -2,712 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,524 $336K 0.18% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,445 $332K 0.32% +1,021 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,375 $328K 0.01% -651 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,307 $325K <0.01% -3,118 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 6,254 $322K 0.01% -6,681 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,242 $321K 0.03% -1,114 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 6,233 $321K 0.19% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 6,112 $315K 0.1% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,019 $310K 0.01% 0 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 6,000 $309K 1.35% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,864 $302K <0.01% +125 13F-HR Timeline Group Prosperity Planning, Inc. 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