JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 24,921 $10.5M 1.09% +1,123 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 24,918 $10.5M 0.49% +1,621 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 24,714 $10.4M 0.55% +5,313 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 24,641 $10.4M 1.25% -1,475 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 24,592 $10.3M 1.83% -73 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 24,475 $10.3M 0.84% +607 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 24,348 $10.2M 1.23% +720 13F-HR Timeline Meridiem Capital Partners LP More: the full row for Meridiem Capital Partners LP 24,252 $10.2M 0.47% -120,694 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 24,250 $10.2M 0.08% +600 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 24,246 $10.2M 0.64% -1,956 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 24,224 $10.2M 0.31% -11,040 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 24,177 $10.2M 1.65% 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 31,794 $10.2M 0.2% +12,835 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 24,030 $10.1M 0.17% -1,390 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 24,025 $10.1M 0.65% +2,768 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 23,909 $10.1M 0.42% -8,150 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 23,848 $10M 6.53% -2,580 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 23,770 $10M +3,405 Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 32,107 $9.99M 1.41% -7,555 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 23,711 $9.97M 1.91% -2,300 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 23,676 $9.96M 0.42% +783 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 23,637 $9.94M 1.4% +27 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 23,333 $9.81M 0.88% +4,063 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 23,815 $9.81M 0.98% new 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 23,200 $9.76M 0.08% +3,100 13F-HR Timeline Group Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 23,134 $9.73M 0.64% -13,050 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,109 $9.72M 0.2% +1,085 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 23,091 $9.71M 4.91% +518 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 23,012 $9.68M 0.48% -1,243 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 22,951 $9.65M 0.02% -476 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 22,924 $9.64M 0.23% -1,677 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 22,917 $9.64M 0.87% +6,239 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 22,826 $9.6M 0.37% -1,991 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,740 $9.56M 0.68% +508 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 22,712 $9.55M 0.17% -5,880 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 22,696 $9.55M 0.47% +87 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 22,656 $9.53M 2.58% +1,684 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 22,590 $9.5M 1.34% +986 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 22,581 $9.5M 0.58% +707 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 22,517 $9.47M 3.48% +259 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 22,502 $9.46M 0.5% -29,805 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 22,462 $9.45M 2.91% +19 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 22,337 $9.39M 0.12% +2,030 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 22,336 $9.39M 2.25% +78 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 22,274 $9.37M 4.71% +1,457 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 22,272 $9.37M 0.36% +1,378 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 22,132 $9.31M 0.6% +884 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 22,097 $9.29M 1.72% +481 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 22,027 $9.26M 0.93% +37 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 21,932 $9.22M 0.62% +2,472 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 21,910 $9.22M 0.29% +927 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 21,851 $9.19M 0.44% -31 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 21,846 $9.19M 0.19% +429 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 21,737 $9.14M 6.66% -505 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 21,649 $9.11M 0.27% +6,477 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 21,586 $9.08M 0.99% new 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 57,248 $9.03M 2.65% -656 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 21,478 $9.03M 0.11% -3,183 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21,436 $9.02M 0.82% +310 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 21,409 $9M 0.47% +1,422 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 21,138 $8.89M 0.85% +361 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 21,138 $8.89M 1.87% +1,003 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 21,083 $8.87M 0.07% -1,038 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 21,079 $8.87M 4.34% +262 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 21,033 $8.85M 0.5% +291 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 21,026 $8.84M 3.12% 0 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 21,011 $8.84M 4.4% +1,319 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 20,960 $8.82M 4.25% +9,075 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 20,941 $8.81M 2.67% +2,534 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 20,867 $8.78M 0.32% +918 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 20,855 $8.77M 0.36% +8,749 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 20,837 $8.76M 0.15% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 20,806 $8.75M 0.11% -3,976 13F-HR/A Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 20,750 $8.73M 0.26% -228 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 20,666 $8.69M 0.84% +355 13F-HR Timeline 111 Capital More: the full row for 111 Capital 20,611 $8.67M 1.49% +2,037 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 20,564 $8.65M 0.52% +15,364 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 20,520 $8.63M 2.06% +1,567 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 20,480 $8.61M 0.1% +1,647 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 20,464 $8.61M 0.46% +345 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 20,455 $8.6M 0.28% +19,879 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 20,371 $8.57M 0.3% +6,270 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 20,254 $8.52M 0.74% +218 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,462 $8.51M 0.34% +855 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 20,189 $8.49M 0.39% -961 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 20,189 $8.49M 0.11% +1,486 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 20,154 $8.48M 0.53% +4,032 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 20,084 $8.45M 0.08% -4,915,916 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,038 $8.43M 0.23% +2,067 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 19,941 $8.39M 0.57% +180 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 19,801 $8.33M 1.36% +776 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 19,788 $8.32M 0.33% -3,724 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 19,709 $8.29M 0.61% +43 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 19,696 $8.28M 0.95% +293 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 19,692 $8.28M 0.97% -5,110 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 19,549 $8.22M 0.38% +2,172 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 25,551 $8.22M 0.16% -910 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 19,522 $8.21M 0.71% +1,591 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 19,500 $8.2M 0.12% +794 13F-HR Timeline Group McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 19,486 $8.2M 4.1% +613 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 19,482 $8.19M 1.67% +984 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19,446 $8.18M 0.31% +7,989 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 19,444 $8.18M 0.85% +3,560 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 19,441 $8.18M 1.06% +1,170 13F-HR Timeline MARSICO CAPITAL MANAGEMENT LLC More: the full row for MARSICO CAPITAL MANAGEMENT LLC 19,438 $8.18M 0.21% new 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 19,401 $8.16M 1.18% +864 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 19,384 $8.15M 2.43% -72 13F-HR Timeline Busey Bank More: the full row for Busey Bank 19,293 $8.11M 0.2% +609 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 19,292 $8.11M 0.49% +4,609 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 19,278 $8.11M 0.94% +4,677 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 19,242 $8.09M 2.35% -2,068 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 19,140 $8.05M 3.53% 0 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 19,118 $8.04M 4.1% +666 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 19,081 $8.03M 0.29% +11,202 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 19,055 $8.01M 0.85% +483 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 18,912 $7.95M +3,872 Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 18,912 $7.95M 0.56% -73 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 18,830 $7.92M 0.33% +2,453 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 18,813 $7.91M 1.28% +209 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 18,732 $7.88M 0.34% +51 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 18,598 $7.82M 1.24% +511 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 19,721 $7.81M 5.33% -141 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 18,514 $7.79M 0.46% +6,495 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 18,456 $7.76M 0.44% +1,703 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 18,432 $7.75M +863 Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 18,389 $7.73M 0.49% +2,024 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 18,388 $7.73M 1.13% +891 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 18,360 $7.72M 3.44% +325 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 18,329 $7.71M 0.19% +1,020 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 18,329 $7.71M 0.35% +1,141 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 18,326 $7.71M 0.64% -479 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 18,325 $7.71M 1.37% +324 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 18,299 $7.7M 0.64% -520 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 18,256 $7.68M 4.34% +1 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 20,910 $7.66M 1.22% +1,351 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 18,163 $7.64M 3.28% -12,400 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 18,137 $7.63M 1.66% -219 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 18,057 $7.59M 1.95% -969 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 18,054 $7.59M 0.38% -5,445 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 18,020 $7.58M 0.74% +463 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 18,004 $7.57M 5.3% +693 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 17,981 $7.56M 0.5% -15 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 17,905 $7.53M 1.02% -16,339 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 17,889 $7.52M 1.07% +7,500 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 17,878 $7.52M 0.83% +2,314 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 17,875 $7.52M 2.55% +49 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 17,864 $7.51M 1.44% -152 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 17,820 $7.5M 1.1% -7,912 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 17,818 $7.49M 0.1% +4,991 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 17,813 $7.49M 1.49% -729 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 18,997 $7.49M 2.3% +3,938 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 17,789 $7.48M 2.61% +1,032 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 17,584 $7.48M 0.98% +4 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 17,756 $7.47M 1.03% +216 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 17,834 $7.46M 0.4% +568 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 17,713 $7.45M 0.98% +1,051 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 17,705 $7.45M 0.22% -491 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 17,879 $7.41M 0.81% -24 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 17,594 $7.4M 0.46% +9,780 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 17,577 $7.39M 0.36% +1,043 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 17,372 $7.31M 3.21% +4,185 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,263 $7.26M 0.42% -93,147 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 17,256 $7.26M 0.43% +1,503 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 17,198 $7.23M 2.25% +100 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 17,130 $7.2M 1.03% -302 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 17,110 $7.2M 0.38% +794 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 17,081 $7.18M 1.27% +160 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 17,067 $7.18M 0.13% +915 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 16,963 $7.13M 0.14% +4,259 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16,926 $7.12M 0.33% +444 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,913 $7.11M 0.79% +919 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 16,899 $7.11M 1.13% +1,509 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,898 $7.11M 0.08% +143 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 16,873 $7.1M 1.39% +631 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 16,858 $7.09M 0.84% +1,443 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 16,848 $7.09M 0.86% +831 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 16,745 $7.04M 1.33% +2,364 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 16,735 $7.04M 0.18% +620 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 16,718 $7.03M 3.21% +350 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 16,709 $7.03M 0.08% -2,233 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 16,689 $7.02M 0.91% +223 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 16,679 $7.02M 1.04% +664 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 16,625 $6.99M 0.39% -14 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 16,618 $6.99M 1.12% +2,540 13F-HR Timeline Advisors Asset Management, Inc. 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