BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,714 $2.68M 0.03% -179 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,672 $2.66M 0.14% -929 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 9,591 $2.64M 0.83% -200 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 9,421 $2.64M 0.79% -345 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 9,542 $2.63M 0.25% +7,444 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,478 $2.61M 0.01% +2,539 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 9,443 $2.6M 0.18% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,325 $2.57M 0.07% +720 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,327 $2.57M 0.06% +134 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,295 $2.56M 0.08% -293 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 9,255 $2.55M 1.06% -400 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,186 $2.53M 0.14% +9 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 9,055 $2.49M 0.2% +474 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 9,028 $2.49M 0.67% +127 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9,025 $2.49M 0.19% 0 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 9,000 $2.48M 0.1% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 8,928 $2.46M 0.59% -349 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 8,878 $2.44M 0.1% +1,031 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 8,716 $2.44M 0.03% -2,141 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,784 $2.42M 0.04% +592 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,783 $2.42M 0.07% 0 13F-HR Timeline Group Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 8,772 $2.42M 1.6% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 8,770 $2.42M 0.06% -1,382 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,716 $2.4M 0.03% +163 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,695 $2.39M 0.03% -4,593 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 8,447 $2.33M 0.89% -73 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 8,351 $2.3M 1.41% 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 8,319 $2.29M 1.52% new 13F-HR/A Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 8,308 $2.29M 0.84% new 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,152 $2.24M 0.08% +254 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 7,919 $2.18M 0.84% -2,212 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 7,892 $2.17M 0.29% 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 7,788 $2.14M <0.01% +156 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,785 $2.14M 0.07% +262 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,736 $2.13M 0.04% +4,072 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,706 $2.13M 0.01% +2,431 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 7,725 $2.13M 1.19% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 7,695 $2.12M 1.41% -9,563 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 7,693 $2.12M 0.03% -233 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7,691 $2.12M 0.49% -1,158 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,632 $2.1M <0.01% -12,072 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,545 $2.08M 0.23% 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 7,480 $2.06M 1.27% +1,000 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 7,454 $2.05M <0.01% -16,377 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,284 $2.01M 0.02% +13 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,269 $2M 0.54% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,245 $2M 0.43% -1,486 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 7,234 $1.99M 0.84% -24 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 7,009 $1.93M 0.12% -1,551 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,000 $1.93M 0.29% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 7,000 $1.93M 0.93% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 5,880 $1.92M 0.06% +43 13F-HR Timeline Group Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 6,873 $1.9M 0.16% -188 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,854 $1.89M 0.03% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,821 $1.88M 0.58% +1,246 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,818 $1.88M 0.02% -70 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,778 $1.87M 0.45% -31 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,749 $1.86M 0.01% +753 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,697 $1.84M 0.04% +5,703 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,690 $1.84M 0.01% +32 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 6,651 $1.83M 0.4% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,641 $1.83M 0.01% +5,090 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,615 $1.82M 0.11% +2,389 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,584 $1.81M 0.25% +164 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 6,443 $1.8M 0.02% -54 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 6,501 $1.79M 0.25% 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,391 $1.78M 0.01% +3,056 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,303 $1.74M 0.09% +606 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,291 $1.73M 0.04% +4,883 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,270 $1.73M 0.05% +3,024 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,240 $1.72M 0.08% -374 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,128 $1.69M 0.03% +2,350 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 6,095 $1.68M 1.09% -50 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 6,070 $1.67M 0.63% +620 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 6,043 $1.67M 0.13% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,910 $1.63M 0.01% +440 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,900 $1.62M 0.06% -4,360 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,887 $1.62M 0.05% +584 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 5,866 $1.62M 1.48% -344 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,799 $1.6M 0.42% +33 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,494 $1.6M 0.09% +82 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,784 $1.59M 0.21% +4,043 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,737 $1.58M 0.02% +1,811 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,734 $1.58M 0.25% -486 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 5,724 $1.58M 0.74% -24,334 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,717 $1.57M 0.05% +1,088 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,701 $1.57M 0.03% +447 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,689 $1.57M 0.06% -898 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 5,689 $1.57M 0.33% +1,818 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,656 $1.56M 0.02% -1,231 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,646 $1.55M 0.02% +1,440 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,607 $1.54M 0.37% -718 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,532 $1.53M 0.03% +3,325 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 5,528 $1.52M 0.6% -1,640 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,446 $1.5M 0.05% +33 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,414 $1.49M 0.05% -946 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 5,408 $1.49M 0.08% -5,835 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 5,383 $1.48M 0.1% +627 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,367 $1.48M 0.03% +4,676 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,329 $1.47M 0.03% +223 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,338 $1.47M 0.01% +686 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,308 $1.46M 0.35% -937 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 5,225 $1.44M 0.59% new 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 5,135 $1.41M 0.06% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,132 $1.41M 0.06% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,111 $1.41M 0.01% +722 13F-HR Timeline Evergreen Quality Fund GP, Ltd. More: the full row for Evergreen Quality Fund GP, Ltd. 5,100 $1.4M 0.03% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,095 $1.4M 0.25% -280 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 5,078 $1.4M 0.3% -56 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 5,078 $1.4M 0.26% -56 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,964 $1.37M 0.02% -169 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,953 $1.36M 0.06% -1,063 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,831 $1.33M 0.27% -167 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,810 $1.32M <0.01% -172 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,809 $1.32M 0.03% +1,481 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,722 $1.3M 0.04% +384 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,698 $1.29M 0.01% +868 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,662 $1.28M 0.12% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,651 $1.28M 0.05% +256 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,584 $1.26M 0.06% -39 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,564 $1.26M 0.04% +3,510 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,501 $1.24M 0.43% -28,272 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,493 $1.24M 0.06% -727 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,481 $1.23M 0.01% -1,688 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,433 $1.22M 0.81% -2,785 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,403 $1.21M 0.25% +2,538 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,320 $1.19M 0.02% +48 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,307 $1.19M 0.02% -137 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,300 $1.18M 0.1% -100 13F-HR Timeline OSSIAM More: the full row for OSSIAM 4,288 $1.18M 0.02% +3,369 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,283 $1.18M 0.06% +2,163 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,279 $1.18M 0.02% +1,605 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,267 $1.18M 0.08% -229 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 4,262 $1.17M 0.14% new 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 4,258 $1.17M 0.5% +2,101 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,175 $1.15M 0.03% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,140 $1.14M 0.04% -1,129 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,120 $1.14M 0.02% -3,149 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,103 $1.13M 0.03% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,085 $1.12M 0.08% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,035 $1.11M 0.01% +3,155 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,025 $1.11M 0.01% -400 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,019 $1.11M 0.04% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,015 $1.1M 0.07% +1,203 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,003 $1.1M 0.06% +148 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,002 $1.1M 0.01% +231 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,002 $1.1M 0.4% 0 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,993 $1.1M 0.79% -1,034 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,984 $1.1M 0.11% new 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 3,971 $1.09M 0.15% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,960 $1.09M <0.01% -443 13F-HR Timeline Group Deeter Investments LLP More: the full row for Deeter Investments LLP 3,954 $1.09M 0.24% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,936 $1.08M 0.36% -2,436 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,936 $1.08M 0.07% -950 13F-HR Timeline Group Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 3,925 $1.08M 1.12% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,918 $1.08M 0.02% -76 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,906 $1.08M 0.02% -11 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,900 $1.07M 0.44% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 3,876 $1.07M 0.37% -1,670 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,869 $1.07M 0.04% -61 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 3,829 $1.05M 1.27% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,810 $1.05M 0.02% -70 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3,800 $1.05M 0.07% new 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,786 $1.04M 0.02% -11,564 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,767 $1.04M 0.01% 13F-HR/A Timeline Group Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,750 $1.03M 0.58% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,745 $1.03M 0.26% -1 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,707 $1.02M 0.06% +213 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,685 $1.01M 0.01% +616 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,648 $1M 0.18% +1,482 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,596 $990K 0.34% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,543 $976K 0.64% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,536 $974K 0.01% -39 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,523 $970K 0.07% +13 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,485 $960K 0.44% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,455 $951K 0.03% +347 13F-HR Timeline Texas Yale Capital Corp. 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