BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 8,000 $2.13M 0.01% -2,000 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 8,780 $2.13M 0.38% +2,954 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 7,994 $2.13M 0.12% +2,151 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,955 $2.12M 0.08% +13 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,955 $2.12M 0.02% +156 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 7,931 $2.12M 0.46% -5,686 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 7,924 $2.11M 1.17% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,919 $2.11M 0.24% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 7,886 $2.1M 0.33% +260 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 7,833 $2.09M 1.66% +75 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,793 $2.08M 0.05% +114 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,691 $2.06M 0.22% -141,845 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,802 $2.06M 0.07% -4,348 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,642 $2.04M 0.03% +832 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 7,621 $2.03M 0.74% +131 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,611 $2.03M 0.04% +1,212 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,572 $2.02M 0.14% +4,083 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 7,569 $2.02M 1.41% -23 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 7,562 $2.02M 0.42% -1,121 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,560 $2.02M 0.21% +551 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 7,548 $2.01M 0.63% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,544 $2.01M 0.06% +6,465 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 7,439 $1.99M 1.93% 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 7,354 $1.96M 0.04% -947 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 7,327 $1.96M 0.23% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,315 $1.95M 0.02% new 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 7,292 $1.95M 0.39% +26 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,213 $1.92M 0.02% +1,335 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 7,123 $1.9M 0.03% +3,250 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 7,096 $1.89M 0.47% -70 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 199,090 $1.88M 0.76% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,027 $1.88M 0.04% +175 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 7,000 $1.87M 0.21% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,941 $1.85M 0.24% +836 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,921 $1.84M 0.42% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,905 $1.84M 0.04% +1 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 6,891 $1.84M <0.01% -317 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 6,832 $1.82M 0.12% -93 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 6,762 $1.8M <0.01% -238,841 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,760 $1.8M 0.17% -713 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,735 $1.8M 0.13% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,604 $1.76M 0.33% -17 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 6,598 $1.76M 0.03% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,596 $1.76M 0.12% -6,148 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,579 $1.76M 0.12% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,553 $1.75M 0.08% -255 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 6,544 $1.75M -571 Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 6,500 $1.73M 0.29% +1,500 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,476 $1.73M 0.01% +748 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 6,440 $1.72M -3,095 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,385 $1.7M 0.11% +1,277 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,373 $1.7M 0.04% +1,477 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,345 $1.69M 0.09% -582 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,337 $1.69M 0.12% -33 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,301 $1.68M 0.08% +296 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,291 $1.68M 0.08% -438 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,290 $1.68M 0.33% -240 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,285 $1.68M 0.03% +393 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,238 $1.66M 0.01% +219 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,228 $1.66M -1,117 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,191 $1.65M 0.1% -57 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,150 $1.64M 0.28% -1,066 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,143 $1.64M 0.11% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 6,140 $1.64M 1.43% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,139 $1.64M 0.03% +446 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,110 $1.63M 0.02% +1,522 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,108 $1.63M 0.07% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,090 $1.63M 0.3% +1,544 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 6,049 $1.61M 1.23% -115 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,020 $1.61M 0.02% +645 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 6,010 $1.6M 0.4% +1,220 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,990 $1.6M 0.06% +832 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,467 $1.59M 0.66% +593 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,921 $1.58M 0.08% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,906 $1.58M 0.15% +5,121 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 5,900 $1.57M 0.58% +900 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,895 $1.57M 0.26% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 5,877 $1.57M 0.25% -6,650 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,847 $1.56M 0.21% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,832 $1.56M 0.11% +87 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 5,823 $1.55M 0.76% -166 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,810 $1.55M 0.19% +422 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,805 $1.55M 0.03% +625 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,805 $1.55M 0.04% +1,007 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 5,805 $1.55M 0.31% -160 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,796 $1.55M 0.26% -93 13F-HR Timeline Group SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 6,252 $1.54M 1.05% -5,626 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,715 $1.53M 0.02% -13,997 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,660 $1.51M 0.13% +783 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,628 $1.5M 0.06% -733 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 5,623 $1.5M 0.37% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,613 $1.5M 0.06% +191 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 5,557 $1.48M 0.88% +2,128 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 5,548 $1.48M 0.29% +3,844 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,385 $1.48M 0.04% +563 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,540 $1.48M 0.02% +456 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,505 $1.47M 0.44% -65 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,497 $1.47M 0.09% -10,192 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 5,441 $1.45M 0.55% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,431 $1.45M 0.36% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,429 $1.45M 0.09% +1,146 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,426 $1.45M 0.17% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,007 $1.45M 0.05% -1,434 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 5,404 $1.44M 0.12% +1,436 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,377 $1.44M 0.62% -240 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 5,375 $1.43M 2.46% new 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,374 $1.43M 0.69% +26 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 5,354 $1.43M 0.65% +1,867 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,353 $1.43M 0.04% +125 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5,333 $1.42M 0.35% +32 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 5,312 $1.42M 0.38% -766 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,301 $1.41M 0.23% -3 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,690 $1.41M 0.02% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,228 $1.39M 0.03% +964 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 5,217 $1.39M 0.05% -145 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,213 $1.39M 0.22% +144 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,212 $1.39M 0.04% +836 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,196 $1.39M 0.09% +292 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,179 $1.38M 0.04% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,139 $1.37M 0.65% +27 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,138 $1.37M 0.07% -1,373 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,130 $1.37M 0.15% +46 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 5,018 $1.34M 0.43% +1 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,004 $1.34M 0.13% -166 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,000 $1.33M 0.33% -4,300 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 5,000 $1.33M 0.31% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,979 $1.33M 0.03% +283 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,976 $1.33M 0.07% +346 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,960 $1.32M 0.02% +794 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,951 $1.32M 0.02% -284 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,918 $1.31M 0.02% +749 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 4,900 $1.31M 1.41% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,895 $1.31M 0.14% +168 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,879 $1.3M 0.15% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 4,856 $1.3M 0.49% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,846 $1.29M 0.04% -653 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,842 $1.29M 0.05% +2,935 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 4,837 $1.29M 0.3% +1,384 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,818 $1.29M 0.14% +29 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,807 $1.28M 0.35% +92 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,802 $1.28M 0.1% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,798 $1.28M 0.02% -65 13F-HR/A Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,785 $1.28M 0.01% -100 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,773 $1.27M 1.06% -10 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,770 $1.27M 0.12% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,764 $1.27M 0.05% +3,719 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,764 $1.27M 0.95% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 4,759 $1.27M 1.33% +330 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,738 $1.26M 0.05% +1,804 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,686 $1.25M 0.26% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,680 $1.25M 0.43% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,669 $1.25M 0.31% +1,595 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,647 $1.24M 0.03% +1,250 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,644 $1.24M 0.14% +687 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 4,621 $1.23M 0.03% +431 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 4,609 $1.23M 0.27% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,595 $1.23M 0.09% +353 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,589 $1.22M 0.29% +357 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 5,056 $1.22M 0.1% -554 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,562 $1.22M 0.01% 0 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 4,551 $1.21M 0.09% -1,549 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,538 $1.21M <0.01% +1,967 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,536 $1.21M 0.48% -105 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,516 $1.21M 0.05% -135 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,512 $1.2M 1.16% +322 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 4,468 $1.19M 0.32% -2,394 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,422 $1.18M 0.02% +103 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,410 $1.18M 0.08% -257 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,405 $1.18M 0.4% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,387 $1.17M 0.28% -52 13F-HR Timeline American Trust More: the full row for American Trust 4,384 $1.17M 0.11% +2,058 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,376 $1.17M 0.1% -122 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,366 $1.17M 0.82% +310 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,349 $1.16M 0.08% +270 13F-HR Timeline Group Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 4,343 $1.16M 0.28% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,340 $1.16M 0.13% +581 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,324 $1.15M 0.08% +741 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,322 $1.15M 0.17% -1,521 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,285 $1.14M 0.04% +18 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,267 $1.14M 0.02% +993 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,253 $1.13M 0.42% -559 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,230 $1.13M 0.04% -100 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,226 $1.13M 0.03% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,226 $1.13M 0.03% -1,849 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,218 $1.13M 0.13% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,216 $1.13M 0.03% +251 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,207 $1.12M 0.03% +285 13F-HR/A Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,173 $1.11M 0.2% +13 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,170 $1.11M 0.03% +3,368 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,163 $1.11M 0.22% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 4,107 $1.1M 0.92% +73 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,043 $1.08M 0.64% -196 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,000 $1.07M 0.04% -140 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,000 $1.07M 0.07% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,000 $1.07M 0.42% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,989 $1.06M 0.15% +103 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,947 $1.05M 0.03% -108 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,938 $1.05M 0.03% +703 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,930 $1.05M 0.27% +16 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,908 $1.04M 0.07% +628 13F-HR Timeline Group