ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 10,158 $1.35M 0.03% +779 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 10,125 $1.35M 0.1% 0 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 10,106 $1.34M 0.3% +3,940 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,038 $1.34M 0.02% +943 13F-HR/A Timeline WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 10,000 $1.33M 0.04% -40,000 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 10,000 $1.33M 1.25% -5,000 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,998 $1.33M 0.02% +409 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 9,987 $1.33M 0.07% -1,234 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,937 $1.32M 0.05% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,884 $1.31M 0.05% +1,491 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,826 $1.31M 0.05% +4,779 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 9,762 $1.3M 0.14% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,698 $1.29M <0.01% +711 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,906 $1.29M 0.12% +3,009 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,671 $1.29M 0.01% -51,963 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 9,640 $1.28M 0.17% +687 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,561 $1.27M 0.06% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,555 $1.27M 0.04% +30 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 9,553 $1.27M 0.09% new 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 9,404 $1.25M 0.33% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,383 $1.25M 0.09% +69 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 9,301 $1.24M 0.52% +4,855 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,264 $1.23M 0.02% -3,641 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,976 $1.19M 0.06% -1,392 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,920 $1.19M 0.31% +220 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,870 $1.18M 0.06% -1,969 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 8,844 $1.18M 0.11% +1,111 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,798 $1.17M 0.41% +1,415 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 8,724 $1.16M 0.01% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,687 $1.16M 0.01% +1,873 13F-HR Timeline Group KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,621 $1.15M 1.08% -268 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,600 $1.14M 0.11% -100 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,596 $1.14M 0.06% +626 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 8,543 $1.14M 0.49% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 8,541 $1.14M 0.21% +920 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 8,453 $1.12M -8,005 Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,449 $1.12M 0.08% +2,580 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,439 $1.12M 0.01% -419 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,426 $1.12M 0.04% -979 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,360 $1.11M 0.04% -1,042 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 8,360 $1.11M 0.33% +6,351 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 8,351 $1.11M 0.05% -1,888 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,300 $1.1M 0.43% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,247 $1.1M 0.11% -15,731 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,242 $1.1M 0.1% -117 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,230 $1.09M 0.14% +190 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,229 $1.09M 0.02% +309 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,160 $1.09M 0.06% +1,726 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,143 $1.08M 0.02% +2,472 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,555 $1.08M 0.31% +380 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 8,090 $1.08M 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,086 $1.08M -2,694 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,066 $1.07M 0.03% +990 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,017 $1.07M 0.07% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,854 $1.04M 0.26% +2,650 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 7,835 $1.04M 0.36% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 7,832 $1.04M 0.2% 0 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,814 $1.04M 0.03% +205 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,800 $1.04M 0.17% -727 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,788 $1.04M 0.05% new 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,763 $1.03M 0.08% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,738 $1.03M 0.15% -421 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,725 $1.03M 0.18% +303 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 7,716 $1.03M 0.64% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,659 $1.02M 0.12% -25,884 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 7,591 $1.01M 0.74% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,546 $1M 0.01% -3,825 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,534 $1M <0.01% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 7,530 $1M 0.3% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,429 $988K 0.05% +75 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,417 $987K 0.08% +561 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 7,413 $986K 0.01% -17,213 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,398 $984K 0.07% -15,227 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,282 $969K 0.02% +1,162 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,263 $966K 0.2% -755 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,262 $966K 0.03% +11 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,250 $964K 0.17% -270 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 7,200 $958K 0.91% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,180 $955K 0.05% +311 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,078 $950K 0.02% +888 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,014 $933K 0.04% -419 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,000 $931K 0.71% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,975 $928K 0.16% -347 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,944 $924K 0.01% -27 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6,599 $910K 0.44% +6,593 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 6,786 $903K 0.58% +268 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 6,185 $898K 0.42% +203 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 6,746 $897K +55 Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,740 $897K 0.02% +271 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,733 $896K 0.01% -265 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 6,726 $895K 0.11% +1 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,707 $892K 0.23% +326 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,657 $885K 0.08% +2,113 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,605 $879K 0.02% +279 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,594 $877K 0.04% +3,446 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,593 $877K 0.15% -125 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 6,258 $871K 0.04% +793 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,530 $869K 0.06% -1,495 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,415 $853K <0.01% +1,272 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,414 $853K 0.02% -3,675 13F-HR Timeline Group MARSICO CAPITAL MANAGEMENT LLC More: the full row for MARSICO CAPITAL MANAGEMENT LLC 6,394 $851K 0.02% -373,028 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,350 $845K 0.45% -45 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,342 $844K 0.03% -1 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,327 $842K 0.01% +1,640 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,273 $835K 0.19% 0 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 6,239 $830K <0.01% -2,515,044 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,236 $830K 0.02% +1,834 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,230 $829K 0.2% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,228 $829K 0.01% -6,177 13F-HR/A Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,195 $824K 0.05% +540 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,186 $823K 0.11% +1,113 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,146 $818K 0.04% -10,270 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,102 $812K 0.1% +980 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,028 $802K 0.35% -697 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 6,025 $802K 0.18% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,005 $799K 0.09% -5 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,936 $790K 0.27% +834 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,933 $789K 0.28% +351 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,781 $769K 0.01% -61 13F-HR Timeline United Bank More: the full row for United Bank 5,777 $769K 0.29% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,741 $764K 0.05% +4 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 5,702 $759K +2,465 Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,699 $758K 0.04% +1,450 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,696 $758K 0.02% -26,195 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,657 $753K 0.07% +811 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,627 $749K 0.06% -691 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,620 $748K 0.13% +2,217 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,618 $747K 0.01% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,615 $747K 0.02% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,592 $744K 0.01% -491 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,503 $732K 0.09% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,500 $732K 0.06% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,500 $732K 0.42% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,496 $731K 0.08% -1,367 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,473 $728K 0.06% +1,591 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 5,093 $726K 0.06% +2,954 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,401 $718K 0.13% -1,524 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 5,385 $716K 0.01% +125 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,362 $713K 0.02% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,310 $706K 0.27% +378 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,480 $706K 0.01% -193 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 5,284 $703K 0.07% -132 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 5,251 $699K 0.17% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,214 $694K 0.04% -519 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,208 $693K 0.02% +31 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 5,200 $692K 0.06% -4,925 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,663 $687K 0.03% +1,406 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,153 $685K <0.01% +226 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,063 $674K 0.03% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,048 $672K 0.2% -2,434 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 5,046 $671K 0.02% -27,000 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,036 $670K 0.06% +334 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,034 $670K 0.04% +611 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,032 $669K 0.04% +12 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,825 $669K 0.24% +710 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,987 $663K 0.07% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,900 $652K 0.02% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,898 $652K 0.06% +58 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,502 $649K 0.05% +157 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,839 $644K 0.05% -250 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,790 $637K 0.03% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,779 $636K 0.02% +2,678 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,778 $636K 0.04% +906 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,716 $628K 0.02% +2,281 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,700 $625K 0.11% 0 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,700 $625K 0.21% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,673 $621K 0.03% 0 13F-HR/A Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 4,640 $617K 0.02% -1,115 13F-HR/A Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,637 $617K 0.06% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,613 $614K 0.01% +20 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,594 $611K 0.58% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,571 $608K 0.01% -152,402 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,567 $608K 0.02% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,538 $604K 0.09% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,504 $599K 0.28% +376 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,501 $599K 0.02% -29 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,439 $590K 0.28% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,426 $589K 0.09% -87 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,370 $581K 0.04% +950 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,351 $579K 0.06% +105 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,310 $573K 0.01% +756 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,305 $573K 0.01% +455 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,289 $571K 0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,266 $568K 0.04% +178 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 4,200 $559K 0.02% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 4,197 $558K 0.02% -243 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,183 $556K 0.02% +34 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,179 $556K 0.2% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,150 $552K 0.12% +1,600 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,138 $551K 0.02% -1,303 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,444 $549K 0.01% -18,640 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,100 $545K 0.01% -3 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,100 $545K 0.13% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,098 $545K 0.51% -215 13F-HR Timeline TAGStone Capital, Inc. 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