JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 32,816 $1.54M 0.13% +2,912 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 31,951 $1.5M 0.02% -6,544 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 31,893 $1.49M 0.27% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 31,791 $1.49M 0.66% +1,615 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 31,701 $1.48M 0.1% -1,030 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 10,500 $1.45M 0.63% new 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 31,015 $1.45M 0.21% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 30,045 $1.41M 0.15% 0 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 29,967 $1.4M <0.01% +7,963 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 29,787 $1.4M <0.01% -11,769 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 29,706 $1.39M 0.18% +3,499 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 29,260 $1.37M 0.07% +11,310 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 29,200 $1.37M 0.01% -31,900 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 29,115 $1.36M 0.46% +3,000 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 27,273 $1.36M 0.03% +102 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 28,904 $1.35M 1.21% +3,077 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 28,845 $1.35M 0.61% +16,730 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 28,388 $1.33M 0.01% -11,943 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 26,297 $1.29M 0.29% +3,180 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,577 $1.25M <0.01% -37,225 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 101,056 $1.23M 0.02% +11,246 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 26,000 $1.22M 0.01% +1,000 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 25,416 $1.19M 0.09% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 24,931 $1.17M 0.26% +1,428 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 24,866 $1.16M 0.42% -510 13F-HR/A Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 24,665 $1.16M 0.13% +15,118 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 24,235 $1.13M <0.01% -2,374 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 23,668 $1.11M <0.01% -7,581 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 21,338 $1.09M 0.14% +365 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 23,350 $1.09M 0.28% +4,125 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 23,106 $1.08M 0.06% +2,190 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 22,920 $1.07M 0.03% -95 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 22,569 $1.06M 0.15% +6,652 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 22,186 $1.04M 0.01% -21,548 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 22,022 $1.03M 0.15% -1,139 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 22,008 $1.03M <0.01% -238,646 13F-HR Timeline Group Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 21,847 $1.02M 0.83% +9,171 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 21,653 $1.01M 0.03% -35,810 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,908 $1M <0.01% -469 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,255 $996K 0.01% -19,886 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 21,102 $988K 0.27% +509 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,030 $985K 0.01% +10,605 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 20,804 $974K 0.05% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,421 $957K 0.01% -3,255 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 20,394 $955K 0.45% +1,776 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 20,325 $952K 0.02% 0 13F-HR Timeline Group Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 20,300 $951K 0.73% -9,700 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,885 $931K <0.01% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 19,366 $907K 0.28% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 19,240 $901K 0.06% +10,323 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 19,000 $890K 0.25% +7,000 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 18,978 $889K 0.5% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 18,820 $882K 0.08% -10,760 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 18,016 $844K 0.02% -148,348 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,229 $807K 0.02% +5,900 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 17,001 $796K 0.01% new 13F-HR Timeline Group CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 16,875 $790K 0.31% -150 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 16,700 $782K 0.06% -166,373 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,368 $767K 0.02% +25 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 16,350 $766K 0.08% -17,497 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 16,100 $754K 0.14% +1,800 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,984 $749K 0.01% +100 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 15,953 $747K 0.51% -2,173 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 15,500 $726K 0.08% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 15,332 $718K 0.12% -8 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,904 $698K 0.01% -15,440 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,810 $694K <0.01% -105 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,614 $685K 0.02% -536 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 14,596 $684K 0.08% -4,150 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 14,506 $679K 0.06% +3,166 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 14,380 $674K 0.26% +674 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,230 $667K <0.01% -811 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 14,176 $664K 0.13% -102 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 14,166 $664K 0.08% +867 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 14,162 $663K 0.15% -1,500 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 14,100 $660K 0.07% +2,800 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,078 $659K 0.01% -1,258 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,053 $658K 0.11% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,942 $653K 0.01% -1,123 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 13,874 $650K 0.02% +8,824 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 13,832 $648K 0.1% -6,529 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,682 $646K 0.01% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,764 $645K 0.03% -2,691 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,598 $637K 0.02% -642,645 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 13,350 $625K 0.3% -894 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 13,240 $620K 0.02% -216 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 12,810 $598K 0.54% +6,534 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,738 $597K <0.01% -16,756 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,738 $597K <0.01% -1,498 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,632 $592K <0.01% +3,135 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 12,566 $589K <0.01% -63 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 12,322 $577K 0.08% -357 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 12,208 $572K 0.12% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,065 $565K 0.01% -9,100 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 12,060 $565K 0.16% -410 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 12,019 $563K 0.01% 0 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,932 $559K 0.02% -4,566 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 11,875 $556K 0.25% -376 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 11,807 $553K 0.16% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,768 $551K 0.01% -384 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,624 $544K <0.01% +1,018 13F-HR Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 10,389 $487K 0.25% -1,853 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 10,387 $487K 0.13% -1,494 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 10,287 $482K 0.26% -5,000 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 10,206 $478K 0.06% +1,848 13F-HR/A Timeline Phraction Management LLC More: the full row for Phraction Management LLC 10,196 $478K 0.12% +3,890 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 10,119 $474K 0.41% 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 10,000 $468K 0.02% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,778 $458K 0.1% +38 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,763 $457K 0.03% -858 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,746 $455K <0.01% +980 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 9,681 $453K 0.14% +4,165 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 9,664 $453K 0.21% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 9,653 $452K 0.07% -3,015 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,620 $451K <0.01% -191 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,395 $440K 0.07% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 9,136 $428K 0.07% +2,018 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 9,132 $428K 0.23% -3,781 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 9,119 $427K 0.16% +794 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,982 $421K 0.02% -1,597 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 8,970 $420K 0.25% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,894 $417K 0.04% +348 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,850 $415K 0.03% +500 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,821 $413K <0.01% -653 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 8,700 $408K 0.04% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 10,715 $405K 0.22% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 8,642 $405K <0.01% -11,950 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,611 $403K <0.01% -895 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,600 $403K 0.19% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 8,537 $400K 0.34% +4,000 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 8,512 $399K 0.18% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,488 $398K 0.01% -4,193 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 8,485 $397K 0.34% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,457 $396K <0.01% -872,613 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,395 $393K 0.16% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,391 $393K 0.1% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,385 $393K 0.02% -3,165 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 8,239 $386K 0.08% +3,947 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 8,210 $385K 0.03% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,150 $382K 0.08% +1,278 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 8,130 $381K 0.12% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,125 $381K 0.05% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,125 $381K 0.01% +2,200 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,008 $375K <0.01% -15,350 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,996 $375K 0.01% -2,161 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,000 $375K 0.03% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,880 $369K 0.03% -30,120 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 7,777 $364K 0.02% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 7,667 $359K 0.04% -2,168 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,652 $358K 0.01% +518 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 7,645 $358K 0.04% +220 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 7,530 $353K 0.16% -21,962 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 7,504 $351K 0.07% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,466 $350K <0.01% +2,236 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,409 $347K 0.21% -707 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,217 $338K <0.01% -595 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,060 $331K <0.01% 0 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,975 $327K 0.05% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,920 $324K 0.24% -50 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,790 $318K 0.11% +1,690 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,741 $316K <0.01% -194 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 6,733 $315K <0.01% -2,851 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,706 $314K 0.07% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,656 $312K 0.4% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 6,635 $311K 0.15% +4,035 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,623 $310K 0.03% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,620 $310K <0.01% -500 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,591 $309K <0.01% +1,343 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,496 $304K 0.01% -3,291 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,482 $304K <0.01% +1,727 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 6,370 $298K <0.01% -42,723 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,338 $297K <0.01% +106 13F-HR Timeline Group PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 6,233 $292K 0.13% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,200 $290K 0.02% +1,294 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 6,212 $289K <0.01% +152 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,114 $286K 0.01% -3,396 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,088 $285K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,019 $282K <0.01% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,996 $281K 0.06% -8,075 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,991 $281K 0.01% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,889 $276K <0.01% +1,418 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 5,868 $275K -180,691 Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 5,858 $274K 0.07% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 5,739 $269K 0.02% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,642 $264K 0.02% +1,003 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,677 $264K 0.04% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,620 $263K 0.01% new 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 5,609 $263K 0.11% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,597 $262K <0.01% -634 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,595 $262K 0.01% +1,500 13F-HR Timeline Verus Financial Partners, Inc. 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