Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 45,929 $4.07M 0.04% +7,501 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 45,755 $4.05M 0.05% -2,396 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 45,327 $4.01M 0.02% +2,859 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 45,248 $4.01M 0.01% +26,843 13F-HR Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 45,183 $4M 1.25% -10,244 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 45,173 $4M 4.08% -37,288 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 45,148 $4M 1.24% -2,690 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 44,689 $3.96M 0.03% +11,489 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 44,445 $3.94M 0.02% -276,699 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 44,126 $3.91M 0.11% +1,085 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,527 $3.77M 0.01% -2,551 13F-HR/A Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 42,488 $3.76M 0.72% +20,747 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 41,051 $3.63M 0.04% -7,557 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 40,931 $3.62M 0.29% -890 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 40,845 $3.62M 0.14% -700 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 40,731 $3.61M 0.08% -227 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 40,346 $3.57M 0.03% +35,180 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 40,232 $3.56M 0.31% -95,853 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 40,199 $3.56M 2.42% +7,333 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 40,100 $3.55M 0.14% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 40,000 $3.54M 0.2% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 39,609 $3.51M 2.29% +2,127 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 39,605 $3.51M 0.91% +107 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 39,503 $3.5M 0.01% +5,981 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 38,894 $3.44M 0.43% +5,820 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 38,728 $3.43M <0.01% -571 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 38,266 $3.39M 0.08% +14,700 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 38,021 $3.37M 2.16% +3,603 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 37,695 $3.34M 1.58% -15,980 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 37,365 $3.31M 0.55% -161 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 37,214 $3.29M 0.02% -97 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 36,489 $3.23M 0.01% +608 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 34,775 $3.08M 0.76% +58 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 34,722 $3.07M 0.03% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 34,411 $3.05M 0.05% -3,073 13F-HR/A Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 34,382 $3.04M 0.61% +533 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 34,252 $3.03M 1.84% +185 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 34,150 $3.02M 0.04% -2,115 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 34,076 $3.02M 0.46% -2,719 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 33,917 $3M 0.06% +2,803 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 33,597 $2.97M 0.11% -204 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 33,391 $2.96M 1.11% -2,110 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 33,041 $2.93M 0.18% -1,381 13F-HR Timeline Group Valor Advisors LLC More: the full row for Valor Advisors LLC 32,785 $2.9M 2.14% +1,503 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 32,084 $2.84M <0.01% -2,050 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 32,128 $2.84M 0.55% -133 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 31,848 $2.82M 0.42% +632 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 31,129 $2.76M 0.01% +3,502 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 31,108 $2.75M 0.03% -313 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 30,657 $2.71M 0.13% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 30,426 $2.69M 0.03% +819 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 29,997 $2.66M <0.01% +2,205 13F-HR Timeline Group Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 29,925 $2.65M 1.44% +27,365 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 29,019 $2.57M 2.43% -196 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,029 $2.48M 0.01% +13,538 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,925 $2.47M 0.03% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,825 $2.46M 0.02% +10,114 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 26,966 $2.39M 0.03% +385 13F-HR Timeline Group WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 26,943 $2.39M 1.32% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 26,792 $2.32M 0.03% -1,771 13F-HR Timeline PJT Investments Corp. More: the full row for PJT Investments Corp. 25,669 $2.27M 0.77% +293 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,642 $2.27M 0.04% -1,108 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 25,479 $2.26M 0.33% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 25,393 $2.25M 0.66% -833 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 27,179 $2.25M 0.04% -1,286 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 25,022 $2.22M 0.38% 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 25,000 $2.21M 0.22% 0 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 24,714 $2.19M 0.11% -4,286 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 24,693 $2.19M 0.06% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 24,678 $2.18M 0.69% -60 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 24,537 $2.17M 0.04% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 24,312 $2.15M 0.27% +94 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 24,212 $2.14M 0.4% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 23,715 $2.1M 0.19% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 23,125 $2.05M 0.63% +26 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 23,106 $2.05M 0.26% -942 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 23,081 $2.04M 0.17% 13F-HR Timeline Group Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 23,000 $2.04M 0.18% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 22,900 $2.03M <0.01% +14,400 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 22,642 $2M <0.01% +16,004 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 22,309 $1.98M <0.01% -418 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 22,261 $1.97M <0.01% -4,031 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 22,256 $1.97M 0.2% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 22,116 $1.96M 0.12% -890 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 22,075 $1.95M 0.1% +24 13F-HR Timeline Group Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 21,499 $1.9M 1.2% 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 21,484 $1.9M 0.05% +506 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 21,399 $1.89M <0.01% -45,062 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 21,286 $1.88M <0.01% -1,240 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 21,130 $1.87M 0.01% +12,883 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 21,050 $1.86M 1.07% 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 21,027 $1.86M 0.35% -30,346 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 21,000 $1.86M 1.22% 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 20,727 $1.84M 0.1% +278 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 20,631 $1.83M 0.25% -1,699 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,528 $1.82M 0.03% -5,564 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 20,088 $1.78M 0.02% -1,714 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 19,820 $1.75M 0.07% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 19,782 $1.75M 0.3% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 19,795 $1.74M 0.01% +14,192 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 19,445 $1.72M 0.56% +164 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19,231 $1.7M 0.03% +280 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,714 $1.66M 0.08% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 18,428 $1.63M 0.98% +247 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 18,281 $1.62M 0.67% +216 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 18,140 $1.61M 0.55% -398 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 18,092 $1.6M 0.73% +420 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 18,016 $1.6M 0.05% -230 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 18,000 $1.59M 0.55% -3,500 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,640 $1.56M 0.01% -45,997 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,598 $1.56M 0.01% -961 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,445 $1.54M 0.01% -698 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,436 $1.54M 0.02% -37 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 17,362 $1.54M 0.37% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 17,250 $1.53M 0.5% -291 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 17,149 $1.52M 0.01% +943 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,876 $1.49M 0.01% +285 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 16,739 $1.48M 0.89% +235 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 16,689 $1.48M 0.01% +1,464 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 16,259 $1.44M 0.01% -263 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 15,670 $1.42M 0.08% -40 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 16,077 $1.42M 0.12% +8,480 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 15,405 $1.42M 7.05% -474 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 16,044 $1.42M 0.14% new 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 16,015 $1.42M 0.05% +1,516 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 15,835 $1.4M 0.04% +9,502 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,802 $1.4M 0.29% -166 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 15,740 $1.39M <0.01% -90,158 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 15,536 $1.38M 0.02% -171 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,270 $1.35M 0.07% +292 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,784 $1.31M 0.07% -917 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,649 $1.3M 0.1% +106 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 14,533 $1.29M 0.32% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,501 $1.28M 0.03% -5,023 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,420 $1.28M <0.01% +1,136 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 14,383 $1.27M 0.08% +95 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 14,350 $1.27M 0.98% +1,890 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 14,110 $1.25M 0.03% +727 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 14,014 $1.24M 0.27% -74 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 13,750 $1.22M 0.62% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 13,640 $1.21M 0.25% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 13,617 $1.21M 0.62% -31,225 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 13,560 $1.2M 0.03% -849 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,511 $1.2M <0.01% -153,892 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 13,405 $1.19M 0.16% +279 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 13,353 $1.18M 0.27% -1,721 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,232 $1.17M 0.01% -218 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 13,183 $1.17M 0.17% +177 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,127 $1.16M 0.02% -7 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 13,109 $1.16M 0.37% +65 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13,036 $1.15M 0.58% +624 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,001 $1.15M 0.01% +203 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 12,783 $1.13M 0.28% +1 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 12,727 $1.13M 0.15% 0 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 13,647 $1.12M 0.71% +36 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 12,700 $1.12M 0.53% +214 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,580 $1.11M 0.04% +232 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,558 $1.11M 0.03% -901 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 12,503 $1.11M 0.05% +838 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,500 $1.11M 0.07% +6,830 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,500 $1.11M 0.22% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 12,484 $1.11M 0.64% +3 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,427 $1.1M 0.1% -535 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 11,940 $1.05M 0.79% -256 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 11,749 $1.04M 0.4% +4,869 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11,753 $1.04M <0.01% -2,584 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,736 $1.04M 0.01% +436 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,614 $1.03M 0.01% +300 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,543 $1.02M 0.01% -5 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,351 $1.01M <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 11,322 $1M <0.01% -145 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 11,280 $999K <0.01% -1,400 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,173 $989K 0.05% -5,388 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,118 $984K 0.01% 0 13F-HR Timeline Group Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 10,953 $970K 1.77% +230 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,679 $961K 0.01% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 10,800 $956K 0.45% +800 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 10,735 $950K 0.07% -1,592 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,723 $949K 0.01% +1,060 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 10,678 $945K 0.02% -577 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 10,490 $929K 0.04% 0 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 10,470 $927K 0.73% -389 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 10,337 $915K 0.22% +141 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,288 $914K +6,002 Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,020 $887K 0.02% -500 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,857 $873K 0.11% +80 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,729 $861K 0.04% +530 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 9,718 $860K 0.36% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,647 $854K <0.01% +1,713 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,574 $848K 0.02% +2,383 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 9,546 $845K 0.11% new 13F-HR/A Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 9,514 $842K 0.46% -1,615 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,483 $840K 0.01% -1,300 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,299 $837K 0.28% +416 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,420 $834K 0.01% -1,884 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,400 $832K 0.01% +122 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,347 $828K 0.02% +581 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,270 $821K 0.94% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,263 $820K 0.33% -290 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,238 $818K <0.01% -2,608 13F-HR Timeline Group