GenTrust, LLC More: the full row for GenTrust, LLC 133,654 $24.3M 1.14% -147,057 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 133,100 $24.2M 2.83% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 132,975 $24.2M 0.02% -134 13F-HR/A Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 131,952 $24M 1.6% -21,371 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 131,695 $23.9M 0.27% -5,223 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 131,323 $23.9M 2.38% +15,649 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 131,205 $23.8M 2.85% -4,366 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 130,495 $23.7M 4.64% -5,387 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 130,255 $23.7M 0.12% +24,805 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 129,920 $23.6M 1.47% +303 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 128,502 $23.4M 0.64% +12,375 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 127,816 $23.2M 14.11% +4,425 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 125,056 $23.2M 8.4% +1,024 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 126,847 $23.1M 7.37% +46,152 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 125,151 $22.7M 8.22% +7,457 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 125,029 $22.7M 0.27% -57,925 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 124,768 $22.7M 8.62% +3,136 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 123,503 $22.4M 4.92% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 122,913 $22.3M 4.19% -41,593 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 121,986 $22.2M 5.77% -150,063 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 121,687 $22.1M 5.27% +3,184 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 121,317 $22M 4.06% -44,728 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 120,908 $22M 3.44% +602 13F-HR Timeline Schusterman Interests, LLC More: the full row for Schusterman Interests, LLC 120,000 $21.8M 33.24% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 116,486 $21.4M 0.34% -14,026 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 117,131 $21.3M 1.06% -1,966 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 116,894 $21.2M 0.52% -103,609 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 37,982 $21M 18.59% -5,544 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 114,506 $20.8M 13.98% -1,113 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 114,272 $20.8M <0.01% +283 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 112,525 $20.4M 2.52% +5,436 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 112,422 $20.4M 0.58% +174 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 112,137 $20.4M 2.11% -39,000 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 110,057 $20.4M 0.51% +29,357 13F-HR Timeline Group LTG Capital LLC More: the full row for LTG Capital LLC 111,410 $20.2M 17.33% -215 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 111,401 $20.2M 2.03% +25,891 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 111,111 $20.2M 5.12% +2,649 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 110,929 $20.2M 1.22% -41,033 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 110,000 $20M 4.27% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 109,799 $20M <0.01% -7,276 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 109,772 $20M 9.13% +1,420 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 108,054 $19.6M 0.11% +34,124 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 107,848 $19.6M 1.2% -15,169 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 107,812 $19.6M 4.25% +4,931 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 107,279 $19.5M 1.1% -1,045 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 105,286 $19.1M 0.04% +67,319 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 104,446 $19M 1.87% -3,729 13F-HR Timeline Group Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 102,307 $18.6M 5.33% +4,541 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 101,268 $18.4M 0.02% new 13F-HR Timeline Group Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 101,000 $18.4M 11.58% +401 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 99,456 $18.1M 5.92% -45,231 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 99,328 $18M 6.51% +802 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 99,192 $18M 1.77% -17,628 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 98,962 $18M +5,387 Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 98,919 $18M -2,244 Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 98,200 $17.8M 9.9% +9,951 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 98,025 $17.8M 9.04% +1,539 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 97,977 $17.8M 2.9% +2,476 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 97,770 $17.8M 8.13% +9,045 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 97,750 $17.8M 0.4% +550 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 97,695 $17.8M 4.49% +13,046 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 97,477 $17.7M 0.01% +34,407 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 96,971 $17.6M 0.38% -9,134 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 96,755 $17.6M 1.4% -1,844 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 96,749 $17.6M 4.89% +16,026 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 96,386 $17.5M 0.19% 0 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 96,322 $17.5M 4.35% +2,003 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 95,969 $17.4M 0.35% +5,542 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 95,662 $17.4M 2.15% +2,901 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 95,250 $17.3M 5.83% +1,000 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 95,159 $17.3M 3.66% -6,555 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 93,639 $17M 0.04% -241,997 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 93,084 $16.9M 2.86% +26,151 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 92,814 $16.9M 1.2% +8,906 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 92,337 $16.8M 3.28% +54,837 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 92,278 $16.8M 2.29% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 91,878 $16.7M 3.06% +1,034 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 91,163 $16.6M 1.36% -1,864 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 90,713 $16.5M 0.91% +1,569 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 90,416 $16.4M new Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 89,631 $16.3M -39 Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 89,400 $16.2M 0.02% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 88,932 $16.2M 1.02% -10,060 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 88,603 $16.1M 4.22% +5,129 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 88,482 $16.1M 0.6% +9,496 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 87,951 $16M 0.68% +323 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 87,811 $16M 9.84% +1,101 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 86,736 $15.9M 5.82% -49,333 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 87,633 $15.9M <0.01% +4,855 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 87,554 $15.9M 0.1% +5,770 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 87,106 $15.8M 4.5% +4,195 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 86,970 $15.8M 4.63% +41,646 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 86,921 $15.8M 7.28% +3,188 13F-HR Timeline CX Institutional More: the full row for CX Institutional 86,883 $15.8M 0.55% 0 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 86,020 $15.6M 0.27% +3,001 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 85,503 $15.5M 0.59% -373 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 85,430 $15.5M 4.05% -8,311 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 85,245 $15.5M 1.29% +808 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 72,370 $15.4M 5.77% +228 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 83,826 $15.2M 7.48% -18,689 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 82,170 $15M 11.23% +2,661 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 81,880 $14.9M 3% -81,433 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 81,721 $14.9M 0.29% +10,147 13F-HR Timeline Group Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 81,510 $14.8M 2.71% -15,950 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 81,504 $14.8M 0.6% +3,075 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 81,157 $14.7M 1.62% -51,606 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 80,887 $14.7M 0.02% -1,172,125 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 80,039 $14.5M 4.71% +3,241 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 80,000 $14.5M 8.12% 0 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 79,996 $14.5M 0.11% +4,136 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 79,594 $14.5M 2.28% +3,686 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 79,042 $14.4M 0.21% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 78,972 $14.4M 0.08% +1,876 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 78,860 $14.3M 12.2% +332 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 78,594 $14.3M 1.94% +10,358 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 78,240 $14.2M -2,329 Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 78,101 $14.2M 1.22% +8,792 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 78,090 $14.2M 0.85% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 77,412 $14.1M 11.2% +36 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 77,182 $14M 0.19% +3,440 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 76,902 $14M 3.33% +1,405 13F-HR Timeline RedJay Asset Management Inc. More: the full row for RedJay Asset Management Inc. 76,100 $13.8M 3.24% 0 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 75,435 $13.7M 8.87% +56,855 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 74,910 $13.6M 0.56% -9,178 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 74,883 $13.6M 2.35% +2,432 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 74,351 $13.5M 2.5% -34,310 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 74,027 $13.5M 0.97% -73,662 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 72,839 $13.4M 3.05% +5,765 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 73,116 $13.3M 1.33% +112 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 80,547 $13.2M 0.05% -19,396 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 72,588 $13.2M 3.07% +4,284 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 72,278 $13.1M 0.31% -3,175 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 72,064 $13.1M 8.41% +7,847 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 71,865 $13.1M 0.33% +2,011 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 71,863 $13.1M 6.46% +10,970 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 71,705 $13M 0.98% -10,370 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 71,640 $13M 0.83% +61,015 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 70,785 $12.9M 1.57% +281 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 70,307 $12.8M 0.2% +1,086 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 70,087 $12.7M 9.44% +5 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 70,006 $12.7M 1.36% -4,049 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 69,709 $12.7M 6.57% +5,948 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 69,564 $12.6M 0.27% -9,906 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 69,228 $12.6M 1.12% +3,896 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 68,668 $12.5M 4.08% -19,070 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 68,500 $12.4M 0.75% +2,700 13F-HR/A Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 68,366 $12.4M 3.15% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 68,122 $12.4M 0.11% +320 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 68,089 $12.4M 8.25% +2,190 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 66,563 $12.1M 0.22% +5,164 13F-HR/A Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 65,860 $12M 4.37% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 65,801 $11.9M 0.11% -7,579 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 64,963 $11.8M 0.79% -28,675 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 64,657 $11.8M 2.97% -925 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 64,600 $11.7M 1.39% +1,180 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 64,360 $11.7M 0.53% +27,503 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 64,050 $11.6M 5.1% +2,376 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 63,977 $11.6M 4.1% -41,052 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 63,878 $11.6M 2.27% +390 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 63,717 $11.6M 4.76% -3,255 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 63,272 $11.5M 0.15% +705 13F-HR Timeline Group MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 62,523 $11.4M 0.23% -14,057 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 62,283 $11.3M 6.48% +6,773 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 61,873 $11.2M 2.36% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 61,649 $11.2M 0.18% +40,899 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 61,603 $11.2M 4.71% -4,915 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 60,990 $11.1M 10.48% -7,596 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 60,951 $11.1M 4.81% -25,114 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 60,910 $11.1M 5.28% -396 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 60,892 $11.1M 0.15% +19,000 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 60,860 $11.1M 0.22% +686 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 60,843 $11.1M 3.61% +2,220 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 60,792 $11M 0.98% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 60,758 $11M 0.07% +9,460 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 60,394 $11M 0.1% -2,547 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 59,691 $10.8M 3.81% +666 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 59,473 $10.8M 1.25% +3,477 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 59,317 $10.8M 0.17% +1,848 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 59,180 $10.8M 0.3% -2,931 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 58,910 $10.7M 0.05% -418 13F-HR Timeline Group Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 58,364 $10.6M 3.76% +12,504 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 58,208 $10.6M 3.35% +1,816 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 57,626 $10.5M 4.62% +162 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 57,524 $10.5M 2.49% -1,704 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 57,426 $10.4M 0.82% +7,869 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 56,907 $10.3M 0.7% -1,219 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 56,905 $10.3M 0.31% -23,515 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 56,843 $10.3M 3.79% +15,392 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 56,623 $10.3M 0.02% +500 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 56,627 $10.3M 1.48% -797 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 56,389 $10.2M 4.78% +1,280 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 56,312 $10.2M 1.32% -3,924 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 54,970 $10.2M 1.49% -852 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 55,988 $10.2M 0.05% -8,602 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 55,952 $10.2M 0.22% +22,213 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 55,920 $10.2M 0.27% -18,031 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 55,760 $10.1M 0.05% -2,045 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 55,621 $10.1M 4.17% -46,144 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 55,226 $10M 1.43% +3,475 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 55,148 $10M 2.95% +12,440 13F-HR Timeline