Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 16,143 $410K 0.18% +3,081 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 16,112 $409K 0.01% -3,796 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 16,110 $409K 0.05% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,015 $407K 0.04% -7,283 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 15,879 $403K <0.01% +4,570 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 15,802 $401K <0.01% +6,329 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 15,605 $396K 0.09% -25 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 15,546 $395K 0.04% +113 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,443 $392K <0.01% +451 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,254 $387K 0.03% -3,329 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 15,109 $384K 0.02% -1,005 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 15,000 $381K 0.03% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 14,997 $381K 0.05% new 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 14,875 $378K 0.03% -5,125 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,812 $376K 0.01% new 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 14,811 $376K <0.01% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 14,687 $373K 0.31% +231 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 14,565 $370K 0.06% +1,003 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,108 $370K 0.02% +555 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 14,543 $369K 0.02% +478 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 14,461 $367K 0.06% -2,273 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,440 $367K 0.03% +65 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,411 $366K 0.01% +108 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,376 $365K 0.01% -1,112 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,266 $362K 0.2% +604 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 14,188 $360K <0.01% -58,322 13F-HR/A Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,189 $360K 0.01% -148 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,960 $354K 0.01% -318 13F-HR Timeline American Trust More: the full row for American Trust 13,771 $350K 0.09% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 13,735 $349K 0.04% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 13,650 $347K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,604 $345K 0.04% +592 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 13,500 $343K 0.27% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13,345 $339K 0.09% +64 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,281 $337K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 13,246 $336K <0.01% +5,550 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,079 $332K 0.03% +754 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,074 $332K 0.01% +23 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,990 $330K 0.02% +2,221 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,977 $329K 0.03% +392 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,939 $329K 0.01% +1,889 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,844 $326K 0.01% -8,527 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 12,645 $321K 0.03% -1,435 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 12,615 $320K 0.01% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 12,572 $319K 0.19% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 12,533 $318K 0.03% -1,024 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 12,527 $318K <0.01% +1,745 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,416 $315K 0.04% -124 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,382 $314K 0.02% -15,297 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 12,341 $313K 0.04% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 12,720 $311K 0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,239 $311K 0.02% -75 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,133 $308K 0.02% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 12,116 $308K 0.27% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,094 $307K <0.01% +2,370 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,071 $306K 0.01% +1,286 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,047 $306K 0.01% new 13F-HR Timeline Group Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 11,648 $303K 0.03% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 11,889 $302K 0.16% -56 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 14,157 $300K 0.21% +11,428 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,479 $296K 0.02% -1,804 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,604 $295K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,546 $293K 0.01% -915 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,511 $292K 0.11% +106 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 11,465 $291K 0.01% -8,355 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11,455 $291K 0.19% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,481 $289K 0.01% -363 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 11,348 $288K 0.02% +975 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,315 $287K 0.02% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 11,313 $287K 0.02% -648 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,209 $285K <0.01% -615 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 11,236 $281K <0.01% -4,308 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,054 $281K 0.01% +339 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 10,997 $279K 0.19% +251 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,954 $278K <0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,866 $276K 0.01% -167 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,764 $273K 0.03% -1,545 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,756 $273K 0.11% +3 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 10,695 $272K 0.01% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,653 $270K 0.01% -323 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 10,435 $265K 0.01% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 10,377 $263K 0.03% -31 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,363 $263K 0.01% -551 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,243 $260K <0.01% -4,115 13F-HR/A Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,213 $259K 0.01% -6,975 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10,170 $258K 0.05% 0 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 10,125 $257K 0.01% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 10,080 $256K <0.01% -82,852 13F-HR/A Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,065 $256K 0.06% +26 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 10,044 $255K 0.16% new 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 10,000 $254K 0.27% -8,000 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 9,874 $251K 0.18% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,753 $248K 0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,750 $248K 0.02% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,640 $245K 0.02% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,526 $242K 0.04% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 9,485 $241K 0.13% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,470 $240K 0.01% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 9,375 $238K 0.21% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,325 $237K 0.02% +3,674 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,323 $237K 0.06% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 9,321 $237K 0.05% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,223 $234K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,105 $231K 0.01% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 9,078 $230K 0.03% new 13F-HR/A Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 9,053 $230K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,136 $229K <0.01% -363 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,925 $227K <0.01% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,810 $224K <0.01% -2,166 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,760 $222K 0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 8,627 $219K 0.19% +1,327 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 7,776 $218K 0.04% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 8,594 $218K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,556 $217K 0.02% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 8,385 $213K 0.08% new 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 8,350 $212K 0.04% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,300 $211K 0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,243 $209K 0.02% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8,158 $207K 0.06% -704 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 8,112 $206K 0.07% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,082 $205K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,067 $205K <0.01% new 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 8,000 $203K 0.15% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,603 $200K 0.04% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,789 $198K 0.02% -4,866 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,290 $185K 0.01% -554 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,075 $180K 0.02% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 7,000 $178K 0.11% -21,425 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,000 $178K <0.01% -63 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,950 $176K <0.01% -175 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 6,713 $170K 0.02% -257 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,366 $162K <0.01% +75 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,242 $158K 0.01% -267 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,051 $154K <0.01% -179 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,860 $149K 0.02% 0 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 5,500 $140K 0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,502 $140K <0.01% +222 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,357 $136K <0.01% -2,045 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,333 $135K 0.03% +442 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,950 $126K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,875 $124K <0.01% -870 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 4,867 $124K 0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4,805 $122K <0.01% -4,695 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,715 $119K <0.01% +619 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,643 $118K 0.02% -160 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,622 $117K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,600 $117K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,517 $115K 0.01% -460 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,400 $112K 0.04% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,963 $101K 0.08% -746 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,935 $99.9K 0.01% +280 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,914 $99.4K <0.01% -33,867 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,894 $98K 0.01% +3,890 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,685 $93.6K 0.04% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,616 $91K 0.04% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,525 $89.5K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,109 $78.9K -34 Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,120 $78K 0.06% +2,496 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,990 $75.9K <0.01% +58 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,957 $75.1K <0.01% -1,739 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,957 $75K <0.01% new 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,875 $73K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,720 $69.1K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,482 $63K 0.01% 0 13F-HR/A Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,500 $63K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,465 $62.6K 0.05% -120 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,391 $60.7K 0.02% -494 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,395 $60K 0.02% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,350 $59.7K 0.01% 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,500 $58K <0.01% -2,400 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,230 $56.6K 0.03% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,200 $55.9K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,095 $53.2K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,005 $50.9K 0.03% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 2,000 $50K <0.01% new 13F-HR/A Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,950 $49.5K 0.02% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 2,012 $49K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,925 $48.9K <0.01% +181 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,890 $47.4K 0.03% -79 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,835 $46.6K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,824 $46.3K 0.01% -8 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,820 $46.2K <0.01% -126 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,820 $46.2K 0.02% -485 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,632 $41.4K 0.02% +252 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,520 $38.6K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,505 $38.2K 0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,500 $38.1K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,431 $36.3K 0.01% -52,500 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,245 $31.6K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,240 $31.5K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,239 $31.5K <0.01% -460 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,231 $31.3K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,215 $30.9K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,189 $30.2K 0.01% -269 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,170 $30K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 1,170 $29.7K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,158 $29.1K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,091 $27.7K <0.01% -1,730 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,030 $26.2K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 977 $24.8K 0.01% +181 13F-HR Timeline