Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 9,350 $1.38M 0.09% +500 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,254 $1.37M 0.1% -3 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 9,195 $1.36M 0.09% +1,618 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,153 $1.35M 0.52% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,089 $1.34M 0.01% +34 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,087 $1.34M 0.04% -6 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,023 $1.33M 0.1% -1,203 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,976 $1.33M 0.07% +1,504 13F-HR/A Timeline Group KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,956 $1.32M 1.31% -28 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,922 $1.32M 0.1% +2,749 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,900 $1.32M 0.36% +300 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,816 $1.3M 0.23% +611 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 8,768 $1.3M 1.65% +107 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,703 $1.29M 0.03% +2,429 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,700 $1.29M 0.13% 0 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 8,617 $1.27M 0.81% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,589 $1.27M 0.01% +744 13F-HR Timeline Group SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 8,578 $1.27M 0.56% +70 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10,442 $1.27M 0.33% -7,855 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,566 $1.27M 0.02% +111 13F-HR/A Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,937 $1.26M 0.02% +237 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 8,507 $1.26M 0.02% -376 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 8,483 $1.25M 0.12% -2,653 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 8,413 $1.24M 0.01% +2,778 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 8,410 $1.24M 0.22% -1,623 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,331 $1.23M 0.01% +1,158 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,321 $1.23M +272 Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 8,309 $1.23M 0.02% +110 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,298 $1.23M 0.02% +194 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,264 $1.22M 0.03% +4,816 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 8,244 $1.22M 0.81% +342 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,428 $1.21M 0.12% +1,754 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 8,175 $1.21M 0.13% -118 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,119 $1.2M 0.04% +506 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 7,986 $1.18M 0.33% -343 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,970 $1.18M 0.26% +5 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,969 $1.18M 0.04% +2,351 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,912 $1.17M 0.03% +3,933 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 7,832 $1.16M 0.25% -188 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 7,831 $1.16M 0.13% -1,865 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,813 $1.16M 0.1% +4,579 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,716 $1.14M 0.09% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,693 $1.14M 0.05% +387 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 7,564 $1.12M 0.04% -15,311 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,565 $1.12M 0.04% +1,453 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,564 $1.12M 0.14% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,525 $1.11M 0.11% +1,877 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 7,477 $1.11M 0.17% +666 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 7,470 $1.1M 1.16% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,446 $1.1M 0.05% -73 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,384 $1.09M 0.11% -954 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7,383 $1.09M 0.37% +6,511 13F-HR/A Timeline First Bank & Trust More: the full row for First Bank & Trust 7,324 $1.08M 0.21% +554 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,237 $1.07M 0.15% -1,009 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 7,210 $1.07M 0.01% +4,245 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 7,200 $1.06M 1.02% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 7,129 $1.05M 0.44% +130 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,121 $1.05M 0.01% +31 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,000 $1.04M 0.05% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,266 $1.04M 0.06% +923 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 6,984 $1.03M 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,968 $1.03M 0.2% +1,412 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 6,946 $1.03M <0.01% -18,664 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 6,890 $1.02M 0.17% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,873 $1.02M 0.18% 0 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,873 $1.02M 0.5% -67 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,813 $1.01M 0.02% +336 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,759 $1000K +1,528 Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,722 $994K <0.01% -29,573 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,704 $992K 0.2% +58 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 6,698 $991K 0.13% +1 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,638 $982K 0.04% +964 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,598 $976K 0.03% +109 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,469 $957K 0.06% +31 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,456 $955K 0.06% -236 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,456 $955K 0.28% +4,290 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,422 $950K 0.03% -111 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,409 $948K 0.01% +1,614 13F-HR Timeline RIVER GLOBAL INVESTORS LLP More: the full row for RIVER GLOBAL INVESTORS LLP 6,391 $946K 0.18% -7,537 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,373 $943K 0.07% +970 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 6,365 $941K 0.24% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,330 $936K 0.04% +3,570 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,289 $930K 0.01% +39 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,273 $928K 0.23% -144 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,261 $926K 0.13% +3,137 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,229 $921K 0.21% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 16,443 $914K 0.31% +6,112 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,153 $910K 0.09% +2,202 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,137 $908K 0.01% +444 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,475 $906K 0.28% new 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 6,110 $904K -170 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,082 $900K 0.07% -26,784 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,078 $899K 0.26% +222 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,010 $889K 0.11% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,956 $881K 0.05% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,886 $871K 0.34% +81 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,871 $868K 0.03% +1,916 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,827 $862K 0.03% -250 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,798 $858K 0.05% -1,103 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 5,789 $856K 0.02% +1,151 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 5,755 $851K 0.03% 13F-HR Timeline Group OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 5,745 $850K 1.15% -47,900 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,736 $848K 0.18% +327 13F-HR/A Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,730 $848K 0.06% -169 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,721 $846K 0.01% +70 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 5,720 $846K <0.01% -8,191 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,712 $845K 0.26% +562 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,704 $844K 0.57% -37 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,699 $843K 0.02% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,673 $842K 0.01% 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,619 $831K 0.02% 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,570 $824K 0.13% +3,351 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,511 $815K 0.04% -777 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,495 $813K 0.06% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,978 $813K 0.39% -118 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,478 $810K 0.06% +1,211 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,444 $805K 0.01% +1,321 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,400 $799K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,944 $798K <0.01% +2,266 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,394 $798K 0.16% -418 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,358 $793K 0.01% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,355 $792K 0.07% -595 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,355 $792K 0.02% -964 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 5,332 $789K 0.55% +676 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,331 $788K -2,889 Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,328 $788K 0.22% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,241 $775K 0.12% +97 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,210 $771K 0.09% +10 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,210 $771K 0.01% -90 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,208 $770K 0.01% -265 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,204 $770K 0.21% +2,500 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 5,140 $760K 0.21% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,108 $756K 0.02% +581 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 5,097 $754K 0.01% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,079 $751K 0.07% -477 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,070 $750K 0.02% -27 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,048 $747K 0.3% +274 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,031 $744K 0.04% +449 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,020 $743K 0.05% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 5,000 $740K 0 Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 4,970 $735K 0.14% -351 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,950 $732K 0.04% -5,099 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,892 $724K 0.06% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,874 $721K 0.05% +2,055 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,869 $720K 0.01% -11,251 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,833 $715K 0.02% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,820 $713K 0.05% new 13F-HR Timeline Group TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 4,815 $712K 0.1% +15 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 4,815 $712K 1.67% 0 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,800 $710K 0.13% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,797 $710K 0.02% -283 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,728 $699K 0.28% +5 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,700 $695K 0.23% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,681 $692K 0.39% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,673 $691K 0.04% -200 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,661 $689K 0.02% +2,437 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,610 $682K 0.01% -6,664 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,594 $679K 0.7% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,572 $676K 0.01% -115 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,566 $675K 0.05% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,544 $674K 0.05% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,538 $671K 0.11% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,530 $670K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,525 $669K 0.04% +899 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,522 $669K 0.08% +1,174 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,510 $667K 0.46% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,500 $666K 0.13% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,496 $665K 0.35% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,416 $653K 0.14% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,345 $643K 0.1% +50 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,297 $636K 0.03% -370 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,287 $634K 0.12% -338 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 4,227 $625K 0.33% -76 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,208 $622K 0.01% +941 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,200 $621K 0.01% -800 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,189 $620K 0.05% +1,650 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,179 $618K 0.24% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,168 $617K 0.18% -231 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,136 $612K 0.06% +162 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,136 $612K 0.01% -64 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,117 $609K 0.29% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,320 $609K 0.03% -6,589 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,081 $604K 0.02% -412 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,075 $603K 0.01% +207 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,074 $603K 0.09% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,028 $596K 0.26% -303 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,028 $596K 0.09% +561 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,022 $595K 0.1% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,015 $594K 0.09% 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,007 $593K 0.05% +228 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 3,950 $584K 0.06% -5,000 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,945 $584K 0.02% -137 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,925 $581K 0.2% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,912 $579K 0.04% -57 13F-HR Timeline Total Clarity Wealth Management, Inc. 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