Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 35,181 $2.78M 1.9% -100 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 34,673 $2.74M 0.09% 0 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 34,609 $2.74M 0.09% +1,569 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 34,294 $2.71M 0.28% +457 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 34,006 $2.69M 1.97% -2,332 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 33,940 $2.69M 2.06% +283 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 33,975 $2.69M 0.04% +5,472 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 33,852 $2.68M 0.01% +11,878 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 33,529 $2.65M 0.09% +1,450 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 33,425 $2.64M 1.46% -1,373 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 33,139 $2.62M 2.22% +1,425 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 33,093 $2.62M 1.31% +286 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,001 $2.61M 0.01% +2,343 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 32,991 $2.61M 0.62% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 32,871 $2.6M 0.1% +255 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 32,758 $2.59M 0.08% -2,854 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 32,603 $2.58M 0.13% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 32,462 $2.57M 0.06% -34,178 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 32,344 $2.56M 0.08% -964 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 32,320 $2.55M 0.66% -1,466 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 32,276 $2.55M 0.19% -5,638 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 32,181 $2.54M 0.07% -419 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 32,114 $2.54M 1.6% +459 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 32,103 $2.54M 0.11% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 32,031 $2.53M 0.07% -25,305 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 31,796 $2.51M 0.98% +1,210 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 31,293 $2.47M 0.32% +1,698 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 31,080 $2.45M <0.01% -2,623 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 30,970 $2.45M 1.41% -90 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 30,901 $2.44M 0.7% +1,824 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 30,862 $2.44M 1.02% +1,877 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 30,672 $2.42M 2.03% +924 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30,449 $2.41M 0.05% +179 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 30,109 $2.38M 0.04% -6,179 13F-HR Timeline Group Titiun Yejiel More: the full row for Titiun Yejiel 30,000 $2.37M 2.06% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 29,800 $2.36M 0.03% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 29,799 $2.36M 0.01% +94 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 29,774 $2.35M 0.33% -139 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 29,642 $2.34M 1.31% +559 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 29,497 $2.33M 0.1% -1,744 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 29,410 $2.32M 0.01% +1,098 13F-HR Timeline Group JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 29,287 $2.31M 0.38% +866 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 29,362 $2.31M 0.22% +2,421 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 29,175 $2.3M 1.31% +18,215 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28,944 $2.29M 0.07% +826 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 28,914 $2.29M 0.17% -34 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 28,838 $2.28M 1.42% +21,243 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 28,780 $2.27M 0.03% -9,315 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 28,659 $2.26M 0.07% +674 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 28,615 $2.26M 0.02% +1,590 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 28,572 $2.26M 0.56% -25 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 28,425 $2.25M 0.02% +241 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 28,340 $2.24M 0.03% -3,740 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 28,175 $2.23M 0.11% -2,558 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 28,154 $2.23M 1.03% -56 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 28,107 $2.2M 0.04% -7,769 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 27,800 $2.2M 1.15% -60 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 27,737 $2.19M 0.32% +235 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 27,507 $2.17M 0.26% +3,786 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 27,493 $2.17M 0.17% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 27,342 $2.16M 0.06% +13,068 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 27,320 $2.16M 0.09% +21,132 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 27,279 $2.16M 1.56% +1,965 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 27,237 $2.15M 1.41% +6,304 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 27,201 $2.15M 1.72% +931 13F-HR/A Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 27,183 $2.15M 0.18% +17,144 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 27,173 $2.15M 0.46% +412 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 27,115 $2.14M 1.33% +7,813 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 26,960 $2.13M 0.88% -1,274 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 26,711 $2.11M 0.86% -467 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 26,533 $2.1M 0.84% +2,846 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 26,458 $2.09M 0.26% 0 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 26,289 $2.08M <0.01% +6,536 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 26,213 $2.07M 0.04% +2,253 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 26,198 $2.07M 0.05% -1,621 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 26,090 $2.06M 0.73% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 26,008 $2.06M 0.44% -701 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 25,921 $2.05M 1.01% -178 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 25,851 $2.04M 0.44% +432 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,919 $2.04M 0.1% +1,169 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 25,725 $2.03M 0.51% +31 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 25,697 $2.03M 1.48% -1,020 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 25,581 $2.02M 0.55% +2,913 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,394 $2.01M 0.02% +9,557 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 25,255 $2M 0.32% +263 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 24,974 $1.97M 0.73% +12,393 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 24,886 $1.97M 0.04% -149 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 24,377 $1.93M 0.01% -1,385 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 24,358 $1.93M 1.23% +1,357 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,285 $1.92M 0.17% -283 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 24,280 $1.92M 0.81% -503 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 24,281 $1.92M 0.16% +3,967 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 24,257 $1.92M 0.61% -4,255 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 24,122 $1.91M 0.52% +209 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 24,092 $1.9M 0.04% +277 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 24,072 $1.9M 0.11% -847 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 23,981 $1.9M 0.51% new 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 23,877 $1.89M 1.11% +475 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 23,784 $1.88M 0.66% +136 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 23,560 $1.86M 0.84% -500 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 23,508 $1.86M 0.48% -63 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 23,297 $1.84M 0.34% -63 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 22,958 $1.81M 0.18% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 22,838 $1.8M 0.85% +4,203 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 22,768 $1.8M 0.95% +3,980 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,767 $1.8M <0.01% -11,057 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 22,880 $1.8M +11,331 Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 22,516 $1.78M 0.02% +15,708 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 22,511 $1.78M 0.89% new 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 22,495 $1.77M 1.39% +7,797 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 22,400 $1.77M 0.17% +217 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 22,378 $1.77M 1.57% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 22,374 $1.77M 0.82% +1,534 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 22,342 $1.77M 0.13% +4,954 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 22,467 $1.76M 0.17% +637 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,297 $1.76M 0.01% -3,164 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 22,202 $1.75M 0.36% -198 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 22,115 $1.75M 0.45% +4,630 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 22,105 $1.75M 0.13% +1,631 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 21,951 $1.73M 0.69% -892 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 21,892 $1.73M 0.23% -7,494 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 21,781 $1.72M 1.68% +3 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 21,777 $1.72M 0.17% -2,428 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 21,826 $1.72M 0.54% +11,499 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 21,695 $1.71M 0.49% -8,754 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 21,687 $1.71M 0.34% -1,000 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 21,475 $1.7M 0.06% +2,971 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 21,456 $1.7M 0.43% +197 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 21,409 $1.69M 7.41% +506 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCS Capital Management LLC More: the full row for SCS Capital Management LLC 21,234 $1.68M 0.02% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 21,140 $1.67M 1.28% +1,896 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 21,121 $1.67M 0.1% +484 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 21,100 $1.67M 0.24% +11,815 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 21,055 $1.66M 0.23% -16,992 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 20,983 $1.66M 0.11% -92,623 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20,624 $1.63M 0.15% +1,016 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 20,411 $1.61M 0.37% -3,497 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 20,296 $1.6M 0.04% new 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 20,133 $1.59M 0.93% -12 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 20,103 $1.59M 1.02% +4 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 19,948 $1.58M 0.21% -5,998 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 19,933 $1.58M 0.06% +6,880 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 19,701 $1.56M 0.1% +670 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,670 $1.55M 0.03% -1,674 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 19,667 $1.55M 0.29% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 19,639 $1.55M 0.24% +1,375 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 19,574 $1.55M 0.05% -1,861 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 19,357 $1.53M 1.37% +5,254 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 19,268 $1.52M 0.01% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 19,181 $1.52M 0.03% +228 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 19,085 $1.51M 0.48% 0 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 19,060 $1.51M 0.61% -300 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 18,932 $1.5M 0.23% +121 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,862 $1.49M <0.01% -2,380 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 18,828 $1.49M 0.89% +596 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 18,697 $1.48M 0.53% -48 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 18,671 $1.48M 0.11% +913 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 18,650 $1.47M 0.19% +311 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 18,645 $1.47M 0.87% +738 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 18,625 $1.47M 0.25% -500 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 18,575 $1.47M 0.04% +1,222 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 18,537 $1.46M 0.01% +1,680 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 18,536 $1.46M 0.16% 0 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 18,528 $1.46M 0.47% -428 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 18,468 $1.46M 0.52% +1,694 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 18,350 $1.45M 0.05% -270 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 18,280 $1.44M 0.07% +9,098 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 18,269 $1.44M 0.09% +21 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 18,256 $1.44M 0.33% +1,223 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 18,195 $1.44M 0.23% new 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 18,170 $1.44M -7,610 Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 18,165 $1.44M 0.46% +10,627 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 18,106 $1.43M 0.39% -289 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 18,004 $1.42M 0.67% +2,395 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 17,925 $1.42M 0.93% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 17,664 $1.4M 0.06% -1,195 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 17,649 $1.39M 0.88% +5,923 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 17,600 $1.39M 0.09% -6,400 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,562 $1.39M <0.01% +1,807 13F-HR Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 17,560 $1.39M 0.13% -60 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 17,437 $1.38M 0.18% -178 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 17,319 $1.37M 0.29% +1,225 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 17,122 $1.35M 0.83% +218 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 17,101 $1.35M 0.18% +7,504 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 17,098 $1.35M 1.26% +239 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. 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Advisory Services LLC 16,344 $1.29M 0.09% +94 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,198 $1.28M 0.08% -656 13F-HR/A Timeline