Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 53,581 $243K -19,074 Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 52,770 $239K 0.06% -1,152 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 51,645 $234K 0.11% +14,606 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 51,557 $234K 0.02% -2,972 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 51,393 $233K <0.01% +31,059 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 51,240 $233K <0.01% +4,848 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 50,879 $231K <0.01% -8,230 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 50,000 $227K 0.05% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 49,760 $226K 0.01% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 49,476 $225K 0.14% +7,354 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 48,795 $222K 0.01% -2,460 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 48,734 $221K 0.05% +659 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 48,433 $220K 0.04% +846 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 47,346 $215K <0.01% -2,145 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 46,810 $213K <0.01% -3,758 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 46,613 $212K 0.05% -14,380 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 46,406 $211K <0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 46,140 $209K 0.03% -340,441 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 46,095 $207K <0.01% -7,020 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 43,123 $196K <0.01% -409 13F-HR/A Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 42,999 $195K 0.03% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 42,739 $194K <0.01% +2,535 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 42,695 $194K <0.01% -6,142 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 42,000 $191K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 41,924 $190K 0.1% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 40,773 $185K 0.04% -292 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 40,712 $185K 0.01% +17,065 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 40,132 $182K <0.01% +28,921 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 39,260 $178K 0.09% +25,178 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,858 $172K <0.01% +26,092 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 37,602 $171K <0.01% +318 13F-HR/A Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 37,093 $168K <0.01% +9,406 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 36,328 $165K 0.1% -1,604 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 35,949 $163K 0.03% +505 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 35,617 $162K 0.01% +8,132 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 35,584 $162K 0.01% -729 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 35,505 $161K 0.04% +170 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 35,095 $159K 0.06% -248 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 34,792 $158K <0.01% -8,258 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 34,403 $156K <0.01% +32 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 34,119 $155K 0.08% -690 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 33,901 $154K 0.04% -1,556 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 33,011 $150K <0.01% +883 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 32,715 $149K 0.01% +5,011 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 32,504 $148K 0.02% -5,864 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,318 $147K <0.01% -1,804 13F-HR/A Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 31,773 $144K 0.01% +5,683 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 31,077 $141K <0.01% +12,299 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 30,883 $140K 0.01% +16,927 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 30,707 $139K 0.01% +6,709 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 30,403 $138K 0.01% -166,104 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,448 $138K 0.01% +171 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 30,368 $138K 0.06% -5,047 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 30,263 $137K 0.02% -1,256 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 30,081 $137K 0.01% +6,430 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 28,561 $130K <0.01% +2,040 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 28,423 $129K <0.01% +1,596 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 26,381 $129K 0.06% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 28,307 $129K 0.01% +3,971 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 28,275 $128K <0.01% +1,881 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 28,131 $128K 0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 28,072 $127K <0.01% -831 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 28,000 $127K 0.14% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 27,813 $126K 0.02% +2,133 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 27,810 $126K 0.03% -15,784 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 27,291 $124K 0.01% -107 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 27,236 $124K 0.03% -3,136 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 27,173 $123K <0.01% +4,078 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 26,741 $121K 0.06% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 26,211 $119K 0.05% +189 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 26,142 $119K 0.01% +1,524 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 25,997 $118K <0.01% 0 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 25,812 $117K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 25,148 $116K 0.01% +921 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 25,206 $114K 0.05% -466 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 24,762 $112K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 24,681 $112K 0.01% +998 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 24,400 $111K 0.07% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 24,010 $109K <0.01% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 24,001 $109K 0.02% -37,221 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 23,955 $109K <0.01% -4,367 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 23,282 $106K 0.01% +1,628 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 23,163 $105K <0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 23,144 $105K <0.01% +335 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 22,712 $103K <0.01% -5,601 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 22,436 $102K 0.03% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 22,245 $101K 0.07% -3,500 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 22,191 $101K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,990 $99.8K <0.01% +2,822 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 21,957 $99.7K 0.01% -1,722 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 21,745 $98.7K 0.02% +79 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 21,680 $98K <0.01% new 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 21,241 $96.4K 0.02% +46 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 19,440 $96.4K 0.01% -4,218 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 21,190 $96.2K 0.01% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 21,006 $95.4K 0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 20,447 $92.8K 0.03% +3,396 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 20,270 $92K 0.01% -3,812 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 20,125 $91.4K <0.01% +2,832 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 20,148 $91K 0.02% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 19,632 $89.1K 0.01% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 19,619 $89.1K 0.04% -7,887 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,569 $88.8K <0.01% +5,907 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 19,324 $87.3K 0.03% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 18,747 $85.1K 0.01% +841 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 18,486 $83.9K <0.01% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,131 $82.3K <0.01% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 18,062 $82K 0.01% +435 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 17,992 $81.7K <0.01% +2,302 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 17,991 $81.7K 0.03% -428 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 17,989 $81.7K 0.01% -90 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 17,725 $80K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 17,548 $79.7K 0.01% +2,888 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,860 $76.5K <0.01% +273 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,775 $76.2K <0.01% -151 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 16,656 $75.6K <0.01% +9 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 16,656 $75.6K <0.01% +9 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 16,419 $74.5K <0.01% +12,319 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 16,239 $73.7K 0.02% -176 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 16,228 $73.7K <0.01% -17,203 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 14,840 $73K 0.02% 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 15,994 $72.6K 0.02% -470 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 15,865 $72K <0.01% -1,041 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 15,864 $72K 0.01% +2,309 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,582 $70.7K <0.01% new 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 15,461 $70.2K <0.01% -24 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,438 $70.1K <0.01% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 15,245 $69.2K 0.01% +2,351 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 15,158 $68.8K 0.04% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 15,110 $68.6K 0.01% +2,380 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 14,840 $67.4K 0.01% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 14,694 $66.7K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,484 $65.8K <0.01% +8,257 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 14,405 $65.4K 0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,333 $65.1K <0.01% -672 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,306 $64.9K <0.01% -1,131 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 14,144 $64.2K 0.02% -70 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 13,874 $63K <0.01% +2,880 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,872 $63K <0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,864 $62.9K <0.01% +1,256 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,755 $62.4K <0.01% -1,067 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,620 $61.8K <0.01% -265 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 13,581 $61.7K 0.02% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,484 $61.2K <0.01% +3,415 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 13,481 $61.2K 0.01% +2,523 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,313 $60.4K <0.01% -1,706 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,277 $60.3K <0.01% new 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,167 $59.8K <0.01% -10,634 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 13,154 $59.7K <0.01% -1,545 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,039 $59.2K 0.01% +27 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 13,000 $59K 0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,890 $58.5K <0.01% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 12,845 $58.3K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,750 $57.9K <0.01% -1,289 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,348 $56K <0.01% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 12,307 $55.9K 0.03% -733 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 12,223 $55.5K <0.01% +1,880 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 12,157 $55.2K 0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 12,000 $54.5K 0.01% 0 13F-HR Timeline Group FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 11,812 $53.6K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,612 $52.7K <0.01% +101 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,580 $52.6K <0.01% -16,791 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,534 $52.4K <0.01% +1,185 13F-HR/A Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 11,402 $51.8K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,080 $50.3K <0.01% +763 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 11,039 $50.1K <0.01% -1,927 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 10,874 $49.4K 0.02% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,824 $49.1K <0.01% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 10,694 $48.6K 0.02% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,657 $48.4K 0.02% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 10,589 $48.1K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,461 $47.5K 0.01% +3,674 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 10,340 $46.9K 0.03% new 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 10,329 $46.9K 0.04% +262 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 10,204 $46.3K 0.02% -3,496 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 10,132 $46K 0.02% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,101 $45.9K <0.01% -2,439 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,096 $45.8K <0.01% +144 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,070 $45.7K <0.01% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,049 $45.6K <0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 10,000 $45.4K <0.01% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,000 $45.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,654 $44K <0.01% +5,372 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,988 $36K <0.01% +2,614 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,421 $33.7K <0.01% -48,032 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,398 $33.6K <0.01% -274 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 7,203 $32.7K <0.01% +4,000 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 7,150 $32.5K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,000 $31.8K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. 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