LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 50,000 $994K 0.01% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 49,692 $988K <0.01% +7,298 13F-HR Timeline Group Themes Management Co LLC More: the full row for Themes Management Co LLC 49,262 $980K 0.65% -7,344 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 49,093 $976K 0.08% +712 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 48,834 $971K 0.05% +4,893 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 48,563 $966K 0.03% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 48,078 $956K 0.1% +8,277 13F-HR/A Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 47,835 $951K 0.3% -1,142 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 47,239 $940K 0.64% -5,234 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 44,032 $936K 0.44% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 47,053 $936K 0.01% +7,060 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 46,947 $934K 0.08% +9,043 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 46,523 $925K 0.04% -1,958 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 46,380 $922K <0.01% +2,868 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 46,090 $917K 0.01% -4,021 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 45,688 $909K 0.04% -79 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 44,166 $878K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 43,312 $861K <0.01% -2,992 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 43,112 $857K 0.28% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 43,037 $856K 0.25% +6,506 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 42,830 $852K 0.04% -12,740 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 42,580 $847K 0.19% +465 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 41,771 $831K <0.01% -885 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 36,735 $826K 0.05% +162 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 39,959 $795K 0.11% +771 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 39,807 $792K 0.05% +1,816 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 39,695 $790K 0.19% +2,015 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 39,571 $787K 0.01% +12,281 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 38,925 $774K 0.01% -1,412 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 37,939 $755K 0.25% +91 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 37,641 $749K 0.12% -350 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 37,570 $747K 0.01% +1,588 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 37,187 $740K 0.02% +5,006 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 36,756 $731K 0.01% -7,437 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 35,644 $709K <0.01% +19,062 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 35,541 $707K 0.06% -44,024 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 34,728 $700K <0.01% +2,453 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 34,020 $687K <0.01% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 33,982 $676K 0.03% +2,212 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 33,857 $673K 0.02% -13,710 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 33,415 $672K 0.03% +3,003 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 33,403 $669K <0.01% +14,801 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 33,376 $664K 0.19% +17,579 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 33,020 $657K 0.33% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 32,721 $651K 0.03% +2,273 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 31,016 $617K 0.02% +1,836 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 30,537 $607K 0.02% -29,482 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 30,425 $605K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 30,358 $604K 0.01% new 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 29,947 $596K 0.06% +1,005 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 29,790 $593K 0.2% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 29,790 $593K 0.01% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 29,310 $583K <0.01% -2,561 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 29,168 $580K <0.01% +8,415 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 29,090 $579K <0.01% -875 13F-HR Timeline Group First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 28,583 $569K 0.31% -1,720 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 28,371 $564K 0.11% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 28,329 $563K 0.01% -18,969 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 28,231 $562K <0.01% -695 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 28,189 $561K 0.05% -10,047 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 25,222 $546K 0.01% -3,773 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 27,115 $539K 0.02% +11,659 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 27,027 $538K 0.07% -6,585 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 26,910 $535K 0.07% +6,388 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 26,746 $532K 0.05% -740 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 26,685 $531K 0.1% +8,944 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 25,640 $510K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,606 $509K 0.01% +1,814 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25,413 $505K <0.01% -25,413 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 25,312 $503K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 25,296 $503K 0.04% +2,508 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 25,283 $503K 0.11% +2,903 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 25,262 $502K 0.28% -14,399 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 24,754 $500K 0.01% -1,375 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 24,809 $493K 0.04% +6,558 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 24,756 $492K 0.03% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 24,400 $485K 0.03% -564 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 24,330 $484K 0.11% -4,000 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 24,134 $480K 0.22% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 24,104 $479K 0.02% +1,678 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 24,049 $478K 0.01% +1,238 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 23,938 $476K 0.01% +211 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 23,630 $470K 0.11% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,618 $470K <0.01% +1,614 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 23,606 $470K <0.01% +675 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 23,546 $468K <0.01% -3,609 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 23,422 $466K <0.01% -1,568 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 23,184 $461K 0.05% +1,506 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 23,091 $459K 0.01% +220 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 23,031 $458K 0.11% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,723 $452K 0.01% +693 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,534 $448K <0.01% +7,257 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 22,367 $445K <0.01% -8,743 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 22,283 $443K 0.01% +1,899 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,175 $441K 0.01% +5,131 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,804 $434K <0.01% +89 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 21,600 $430K <0.01% -3,600 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 21,438 $426K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,409 $426K 0.01% +6,533 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 21,136 $420K 0.01% -217 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 20,352 $405K <0.01% -80,318 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 20,235 $402K 0.01% +2,647 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 20,154 $401K 0.09% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 19,944 $398K <0.01% -594 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,782 $393K <0.01% +13,396 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 19,666 $391K 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 19,465 $387K <0.01% +1,618 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 19,310 $384K 0.03% -298 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,155 $381K 0.01% +693 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19,129 $380K <0.01% -1,866 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 19,048 $379K <0.01% +3,847 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 18,852 $375K 0.02% -10,142 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 18,502 $368K 0.01% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,483 $368K 0.01% +5,164 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 18,454 $367K 0.06% -7,220 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 16,404 $363K 0.08% +234 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 18,201 $362K 0.01% -308 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 18,181 $362K 0.04% -1,039 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 17,832 $355K 0.01% +1,881 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,830 $355K 0.01% +1,674 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,740 $353K <0.01% +2,652 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 17,644 $351K 0.1% -1,403 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17,593 $350K 0.03% +14 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 17,512 $348K <0.01% +205 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 17,399 $348K 0.03% +5,852 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 17,351 $345K 0.03% -1,430 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 17,340 $345K 0.26% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 17,068 $339K 0.05% +17,015 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,819 $339K <0.01% -14,200 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 16,407 $326K 0.22% +1,227 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 16,389 $326K 0.03% +5,313 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 16,227 $323K 0.02% +885 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 16,148 $321K 0.19% -2,149 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 15,989 $318K 0.1% +1,122 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,788 $314K 0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 15,713 $313K <0.01% +5,484 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,504 $308K <0.01% +86 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 15,339 $305K 0.1% +948 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 15,187 $302K <0.01% -149 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 15,124 $301K 0.11% -87 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 15,018 $299K 0.14% +1,570 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,307 $298K 0.01% +1,181 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,997 $298K <0.01% -2,142 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 14,878 $296K <0.01% +10,083 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 14,729 $293K 0.07% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 14,642 $291K 0.02% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 14,187 $282K 0.03% -3,184 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 14,154 $282K 0.19% +36 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,133 $281K 0.02% +2,830 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,914 $280K <0.01% 0 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,371 $266K 0.02% +1,661 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 13,364 $266K 0.08% -797 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 13,323 $265K 0.01% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 13,006 $259K 0.05% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,958 $258K 0.01% -214 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 12,918 $257K 0.25% -4,280 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,836 $255K 0.01% +814 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 12,753 $254K 0.01% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 12,692 $252K 0.03% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 12,504 $252K 0.19% +1,170 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,212 $243K 0.02% +520 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 12,204 $243K 0.07% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,152 $242K 0.05% -3,086 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,083 $240K <0.01% +2,345 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,580 $240K <0.01% -398 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 12,029 $239K <0.01% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 12,024 $239K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,954 $238K <0.01% +98 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,925 $237K 0.02% 0 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 11,894 $237K <0.01% -498 13F-HR Timeline Group WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 11,817 $235K 0.02% -196 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,792 $235K 0.01% +1,061 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 11,722 $233K +590 Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,500 $229K 0.01% -1,500 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,470 $228K 0.01% +916 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,459 $228K <0.01% -239 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,457 $228K 0.01% +1,105 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,437 $227K 0.02% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,436 $227K 0.01% -2,608 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 11,210 $227K 0.09% +125 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 11,337 $225K 0.1% -148 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,284 $224K 0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 11,055 $220K <0.01% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 10,743 $214K <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,557 $213K 0.01% +226 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 10,637 $212K 0.05% +3,198 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,624 $211K 0.02% new 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 10,500 $209K 0.15% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,392 $207K <0.01% 0 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 10,383 $207K <0.01% new 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 10,359 $206K 0.02% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,292 $205K <0.01% -1,432 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 10,285 $205K 0.02% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 10,254 $204K 0.08% new 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 10,230 $203K 0.02% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 10,230 $203K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,204 $203K <0.01% new 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 10,106 $201K 0.02% -724 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,081 $201K <0.01% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 10,081 $201K 0.19% -646 13F-HR Timeline