RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 151,988 $29.1M 4.73% +14,804 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 151,766 $29.1M 0.43% -25,558 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 150,839 $28.9M 0.36% new 13F-HR Timeline Group One William Street Capital Management, … More: the full row for One William Street Capital Management, L.P. 150,000 $28.7M 67.29% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 149,982 $28.7M 9.43% +810 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 149,865 $28.7M 2.07% +1,458 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 149,268 $28.6M <0.01% +21,521 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 148,712 $28.5M 1.3% -5,586 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 148,293 $28.4M 22.14% +35,515 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 147,822 $28.3M 0.23% -16,334 13F-HR Timeline Group PJT Investments Corp. More: the full row for PJT Investments Corp. 147,198 $28.2M 16.51% +491 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 146,212 $28M 0.16% -6,457 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 145,117 $27.8M 0.62% -24,709 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 143,025 $27.6M 0.36% +15,402 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 143,173 $27.4M 0.07% -7,856 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 142,450 $27.3M 0.3% +35,220 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 140,977 $27M 0.38% +4,336 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 140,493 $26.9M 0.48% +123,408 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 140,446 $26.9M 7.83% -13,541 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 140,332 $26.9M 4.05% +17,484 13F-HR Timeline PartnerRe Asset Management CORP More: the full row for PartnerRe Asset Management CORP 139,696 $26.8M 19.19% 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 137,600 $26.4M 5.21% +9,863 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 137,070 $26.3M 1.14% +5,533 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 137,013 $26.2M 1.96% -165,227 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 135,863 $26M 0.05% +61,706 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 135,457 $25.9M 7% +5,050 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 135,319 $25.9M 11.33% -1,054 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 134,339 $25.7M 0.05% +76,465 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 134,069 $25.7M 0.2% -1,192 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 132,428 $25.4M 13.93% +3,320 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 132,974 $25.4M 0.1% -4,075 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 127,481 $24.4M 3.32% -7,724 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 127,406 $24.4M 0.15% +2,805 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 126,960 $24.3M 8.12% -201 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 126,619 $24.3M 7.4% +5,970 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 39,380 $24.2M 18.37% +427 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 126,143 $24.2M 0.24% -2,026 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 126,089 $24.2M 1.95% +5,208 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 125,354 $24M 3.37% +4,613 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 124,113 $23.8M 1.28% -3,164 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 124,096 $23.8M 0.01% +25,234 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 123,950 $23.7M 2.42% +12,618 13F-HR Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 123,093 $23.6M 8.39% -950 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 121,300 $23.2M 5.79% -2,393 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 121,023 $23.2M 3.11% +6,208 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 120,994 $23.2M 5.19% +1,233 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 120,850 $23.2M 2.34% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 120,443 $23.1M 5.29% +54,162 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 119,234 $22.8M 1.02% +3,389 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 115,322 $22.8M 14.59% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 118,726 $22.7M 2.56% +4,321 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 117,474 $22.5M 1.26% -17,354 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 116,907 $22.4M 2.37% -747 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 115,793 $22.2M 7.78% +23,019 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 115,576 $22.1M 0.93% -3,397 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 114,866 $22M 0.51% +2,528 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 114,583 $21.9M 14.34% -10,524 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 114,039 $21.8M 3.02% +18,747 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 113,928 $21.8M 7.2% +5,008 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 113,431 $21.7M 4.14% +114 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 112,775 $21.6M 0.93% +24,145 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 112,630 $21.6M 8.43% +1,242 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 112,334 $21.5M 8.05% -20,262 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 111,894 $21.4M 5% +43,528 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 111,626 $21.4M 1.01% +6,622 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 111,530 $21.4M 9.11% -17,230 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 111,305 $21.3M 1.17% +4,983 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 110,628 $21.2M 4.83% +36 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 110,120 $21.1M 0.52% +3,367 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 108,855 $20.9M 1.06% new 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 107,516 $20.6M 13.15% +28,011 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 105,011 $20.1M 0.99% +470 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 104,685 $20.1M 0.06% -36 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 104,067 $19.9M 0.27% -725,548 13F-HR Timeline Group RFP Financial Group LLC More: the full row for RFP Financial Group LLC 102,776 $19.7M 9.43% +40,917 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 102,304 $19.6M +2,675 Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 102,144 $19.6M <0.01% +3,265 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 101,883 $19.5M 2.25% +2,109 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 101,703 $19.5M 8.77% +1,753 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 101,564 $19.5M 9.19% +1,344 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 100,335 $19.2M 8.06% +1,985 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 94,878 $19.2M 4.02% +11,996 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 99,712 $19.1M 7% +26,288 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 99,503 $19.1M 0.22% +18,251 13F-HR Timeline Group Walleye Partners, LLC More: the full row for Walleye Partners, LLC 99,231 $19M 21.12% 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 99,181 $19M 10.73% -1,167 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 98,319 $18.8M 4.12% -242 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 97,900 $18.8M 0.41% -15 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 97,743 $18.7M 0.15% +59,444 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 97,397 $18.7M 2.6% +196 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 96,538 $18.5M 1.13% -2,890 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 95,685 $18.3M 5.31% -566 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 95,336 $18.3M 4.27% +3,615 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 95,300 $18.3M 5.53% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 95,269 $18.2M 0.78% +4,356 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 94,888 $18.2M 1.46% +4,681 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 94,842 $18.2M 1.03% +5,370 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 94,641 $18.1M 7.84% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 94,396 $18.1M 3.42% -85 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 93,987 $18M 1.01% +2,787 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 93,965 $18M +15,285 Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 92,991 $17.8M 9.26% +13,426 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 92,886 $17.8M 0.2% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 92,102 $17.6M 4.55% +1,945 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 90,823 $17.4M 0.09% +11,886 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 90,673 $17.4M 1.25% -2,572 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 90,656 $17.4M 12.13% 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 90,487 $17.3M 2.95% +193 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 89,822 $17.3M 2.67% -169,461 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 90,314 $17.3M 0.8% +26,821 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 90,081 $17.3M 9.47% +760 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 88,880 $17M 4.54% +4,258 13F-HR Timeline CX Institutional More: the full row for CX Institutional 88,123 $16.9M 0.5% +734 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 88,103 $16.9M 1.72% +15,534 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 86,923 $16.7M 0.34% +4,245 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 86,916 $16.6M +896 Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 86,748 $16.6M 1.97% -36 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 86,720 $16.6M 3.11% -6,181 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 86,291 $16.5M 16.12% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 86,132 $16.5M 4.36% -63,970 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 85,547 $16.4M 0.73% -6,095 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 85,491 $16.4M 1.77% +5,572 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 85,444 $16.4M 7% -678 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 85,209 $16.3M 0.31% -4,100 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 85,024 $16.3M 1.12% -1,505 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 84,502 $16.2M -2,369 Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 84,492 $16.2M 0.61% -432 13F-HR Timeline Group Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 84,447 $16.2M 9.23% -18,625 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 84,416 $16.2M 0.09% +22,298 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 83,616 $16M -15,523 Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 83,220 $15.9M 3.83% -1,940 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 82,008 $15.7M 2.25% -250 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 81,047 $15.5M 4.52% +76,466 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 80,813 $15.5M 3.82% 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 80,233 $15.4M 1.94% +2,599 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 80,081 $15.3M 1.13% +2,536 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 80,000 $15.3M 8.17% 0 13F-HR Timeline Group ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 79,956 $15.3M 11.6% -847 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 79,834 $15.3M 5.45% +1,930 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 78,578 $15.1M 0.26% +5,603 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 78,504 $15M 3.13% +4,515 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 78,144 $15M 1.19% +5,528 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 78,090 $15M 1.06% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 76,998 $14.7M 10.82% -1,487 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 76,552 $14.7M 3.31% -386 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 76,428 $14.6M 0.21% -1,534 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 76,295 $14.6M 0.04% +19,723 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 75,984 $14.6M 2.99% +2,048 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 75,471 $14.5M 1% +198 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 75,471 $14.5M 1.25% +63,202 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 75,000 $14.4M 0.07% new 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 74,805 $14.3M 7.78% +72,915 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 74,543 $14.3M 1.27% +1,750 13F-HR Timeline SHAPIRO CAPITAL MANAGEMENT LLC More: the full row for SHAPIRO CAPITAL MANAGEMENT LLC 74,100 $14.2M 0.75% +72,000 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 73,523 $14.1M 0.12% +4,399 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 73,280 $14M 0.21% +1,240 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 73,245 $14M 4.68% +4,561 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 73,113 $14M 0.53% -1,180 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 72,944 $14M 2.48% -1,448 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 72,638 $13.9M 3.68% +2,417 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 72,298 $13.8M 4.66% +71,024 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 71,618 $13.7M 5.65% 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 71,526 $13.7M 1.87% +6,741 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 71,495 $13.7M 1.45% +402 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 71,330 $13.7M 2.4% +7,566 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 71,198 $13.6M 2.25% -174 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 64,531 $13.6M 6.1% -6,023 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 70,925 $13.6M 0.96% +28,586 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 70,468 $13.5M 0.17% -1,428 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 69,255 $13.3M 1.73% +1,265 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 68,500 $13.1M 0.74% 0 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 68,265 $13.1M 8.16% -250 13F-HR Timeline SCOTIA CAPITAL INC. 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