MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 11,136 $1.45M 0.12% -2,320 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 11,130 $1.45M 0.27% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 11,067 $1.44M 0.31% +139 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 10,976 $1.43M 0.56% +10 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,953 $1.42M 0.02% +955 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 10,934 $1.42M 0.06% +1,373 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 10,875 $1.41M 1.2% -1,350 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 10,800 $1.4M 0.95% 0 13F-HR/A Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 10,788 $1.4M 0.33% +3,258 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 10,782 $1.4M 0.42% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,779 $1.4M 0.08% -1,516 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 10,738 $1.4M 0.12% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,736 $1.4M 0.15% -167 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 10,646 $1.38M 1.43% -5 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,571 $1.37M 0.01% -4,667 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,564 $1.37M 0.07% +48 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 10,507 $1.37M 0.38% -2,335 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 10,471 $1.36M 0.51% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 10,467 $1.36M 0.06% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,432 $1.36M 0.04% +548 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 10,428 $1.35M 0.18% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,381 $1.35M 0.04% +826 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 10,298 $1.34M +59 Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 10,240 $1.33M 0.22% -4,480 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,129 $1.32M <0.01% +431 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 10,125 $1.32M 0.09% 0 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,111 $1.31M 0.05% +174 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 10,078 $1.31M 0.04% -5,521 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 10,005 $1.3M 0.02% +7,403 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,992 $1.3M 0.04% +166 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,950 $1.29M 0.03% -2,863 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,927 $1.29M 0.03% -358 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 9,912 $1.29M 0.08% -2,748 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 9,829 $1.28M 0.05% -1,004 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 9,809 $1.27M 0.04% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 9,774 $1.27M 0.73% +2,988 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 9,762 $1.27M 0.13% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 9,614 $1.25M 0.23% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,223 $1.24M 0.02% +3,743 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 9,493 $1.23M 0.16% -147 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 9,437 $1.23M 0.06% -550 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,387 $1.22M 0.04% +961 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,383 $1.22M 0.08% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,374 $1.22M 0.42% 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 9,364 $1.22M 0.29% -40 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,129 $1.19M 0.2% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 9,112 $1.18M 0.06% +136 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 9,010 $1.17M 0.13% -5,759 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,982 $1.17M 0.27% +62 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 8,969 $1.17M 0.01% +245 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,969 $1.17M 0.05% +99 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 8,966 $1.17M 0.2% +425 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,958 $1.16M 0.02% +6,738 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,931 $1.16M 0.02% -1,107 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,923 $1.16M <0.01% -748 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,833 $1.15M 0.98% +212 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,815 $1.15M 0.02% -449 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,783 $1.14M 0.03% +3,993 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,954 $1.14M 0.12% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,746 $1.14M 0.02% +2,332 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 8,693 $1.13M 0.02% +1,615 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,669 $1.13M 0.02% +440 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 8,668 $1.13M 0.43% -633 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,656 $1.12M 0.01% new 13F-HR/A Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,600 $1.12M 0.1% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,597 $1.12M 0.1% -1,717 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,591 $1.12M 0.02% +3,875 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,571 $1.11M 0.35% -227 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,567 $1.11M 0.05% -29 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,464 $1.1M 0.07% +447 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 8,382 $1.09M 0.36% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 8,364 $1.09M 0.42% -179 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,307 $1.08M 0.01% +1,574 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,300 $1.08M 0.25% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,282 $1.08M 0.01% -157 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,261 $1.07M 0.09% +19 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,221 $1.07M 0.03% -139 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,139 $1.06M 0.13% -91 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 8,334 $1.06M +3,241 Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,108 $1.05M 0.02% +6,903 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 7,936 $1.03M 0.04% -415 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,925 $1.03M <0.01% +391 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 7,880 $1.02M 0.3% -480 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,866 $1.02M 0.17% +141 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,854 $1.02M 0.23% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 7,835 $1.02M 0.32% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 7,832 $1.02M 0.18% 0 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,823 $1.02M 0.02% -320 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,822 $1.02M -264 Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,781 $1.01M 0.04% -5,659 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,775 $1.01M 0.15% -25 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,763 $1.01M 0.07% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 7,759 $1.01M 0.17% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,748 $1.01M 0.17% -2,662 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 8,373 $1M 0.57% +657 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,704 $1M 0.02% -362 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,687 $999K 0.03% -127 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,680 $998K 0.17% +430 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,650 $994K 0.02% +1,414 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,646 $994K 0.09% -1,198 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 7,591 $986K 0.67% 0 13F-HR Timeline United Bank More: the full row for United Bank 7,515 $977K 0.34% +1,738 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,386 $960K 0.05% -774 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,380 $959K 0.07% -37 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,892 $957K 0.25% +337 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,275 $945K 0.18% +12 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,240 $941K 0.63% +6,240 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 7,200 $936K 0.75% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 7,200 $936K 0.05% +2,000 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 7,187 $934K 0.03% -3,344 13F-HR/A Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,160 $930K 0.04% -20 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 7,139 $928K 0.02% -3,019 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 7,118 $925K 0.01% +378 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,062 $918K 0.01% -220 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,024 $913K 0.02% -10,193 13F-HR/A Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,000 $910K 0.65% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,002 $910K 0.04% -12 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,927 $900K <0.01% -619 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,922 $900K 0.04% -507 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,831 $888K <0.01% +416 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,053 $880K 0.03% +795 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 6,760 $879K +14 Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 6,727 $874K 0.1% +1 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,657 $865K 0.07% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,194 $864K 0.02% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,605 $858K 0.01% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,216 $858K 0.18% +1,965 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,524 $848K 0.12% -69 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,985 $845K 0.02% -2,813 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,481 $842K 0.01% -463 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,671 $840K 0.24% -36 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 6,331 $823K 0.01% new 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 6,324 $822K 0.03% -18 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 6,944 $822K 0.24% +1,008 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 6,310 $820K 0.03% +2,972 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,301 $819K 0.36% -49 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,287 $817K 0.09% -1,372 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,279 $816K 0.05% -251 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,274 $815K 0.17% +1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,243 $811K <0.01% +1,090 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,207 $807K 0.11% -1,531 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,099 $793K 0.08% -3 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,093 $792K 0.01% -135 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,068 $789K 0.1% -118 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,041 $785K 0.31% +13 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,012 $781K 0.08% +1,025 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,005 $780K 0.08% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,987 $778K 0.06% +330 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,893 $766K 0.17% -40 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,866 $762K <0.01% -858,080 13F-HR Timeline Group Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,862 $762K 0.4% +362 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 5,640 $758K 0.01% +255 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 5,800 $754K 0.02% +1,600 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,781 $751K 0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,361 $748K 0.03% +1,698 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,699 $741K 0.03% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 6,238 $739K 0.32% +53 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,618 $730K 0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,579 $725K 0.02% -117 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,561 $723K 0.09% +65 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 5,357 $720K 0.01% -5,703 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,512 $716K 0.02% +150 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,507 $716K 0.05% +34 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,502 $715K 0.28% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,500 $715K 0.06% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,482 $712K 0.04% +1,760 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,480 $712K 0.01% +272 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,449 $708K 0.03% -697 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,437 $707K 0.01% -155 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,425 $705K 0.06% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,289 $687K 0.31% -1,310 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,243 $681K 0.04% +29 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 5,210 $677K 0.18% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,190 $674K 0.23% -120 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,185 $674K 0.04% -1,010 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,180 $673K 0.09% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,127 $666K 0.11% -157 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,107 $664K 0.01% +2,727 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,071 $659K 0.03% +37 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,063 $658K 0.03% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,052 $657K 0.02% +152 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,048 $656K 0.2% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,030 $654K 0.04% -2 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,004 $650K 0.04% +226 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,997 $649K 0.01% +692 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 4,940 $642K 0.19% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,919 $639K 0.01% +306 13F-HR Timeline Edgemoor Investment Advisors, Inc. 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