Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 44,262 $3.11M 0.2% +40,164 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,452 $3.05M 0.02% +21,752 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 44,609 $3.05M 0.16% -248 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 42,428 $2.98M 1.23% +1,274 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 42,384 $2.98M 1.16% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 40,000 $2.81M 0.19% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 39,771 $2.79M 0.05% -741 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 39,460 $2.77M 0.25% -364 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 38,651 $2.71M 0.06% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 38,563 $2.71M 0.25% -6,326 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 37,973 $2.67M 0.02% +2,468 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 37,743 $2.65M <0.01% +110 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 37,433 $2.63M 0.02% -102,685 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 36,898 $2.59M 0.01% +9,974 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 35,459 $2.5M 0.2% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 35,249 $2.47M 0.26% +2,072 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 34,975 $2.46M 0.01% +2,054 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 34,921 $2.45M 0.15% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 34,554 $2.43M 0.07% -610 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,434 $2.42M 0.02% +20,245 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 34,220 $2.4M <0.01% +23,717 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 34,033 $2.39M 0.04% +10,541 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 33,500 $2.35M 1.54% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 33,263 $2.34M 0.09% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 33,020 $2.32M <0.01% +3,530 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 32,977 $2.32M 0.61% -1,077 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 32,644 $2.29M 0.05% +7,339 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 32,373 $2.27M 0.01% -3,406 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 32,305 $2.27M 0.08% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 31,484 $2.21M 0.01% +5,540 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 31,212 $2.19M 0.82% +264 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 31,122 $2.19M 0.22% -102 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 31,036 $2.18M 0.22% -12,480 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 30,512 $2.14M 0.6% +2,690 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 30,430 $2.14M 0.15% -502 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 30,000 $2.11M 0.75% -10,000 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 29,595 $2.08M 0.35% +25,202 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 29,413 $2.07M 0.36% -5,593 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 28,773 $2.02M <0.01% +559 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,722 $2.02M 0.01% +20,244 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 28,450 $2M 0.21% +3,996 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 28,293 $1.99M 0.06% -1,160 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 27,376 $1.92M 1.69% +3,771 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 27,374 $1.92M 0.05% -3,374 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 27,151 $1.91M 0.04% +9,269 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 26,487 $1.86M 0.03% +24,388 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 26,100 $1.83M <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26,016 $1.83M 0.02% +963 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 25,630 $1.8M 0.17% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 25,485 $1.79M 0.35% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 25,386 $1.78M 0.81% -466 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 24,693 $1.73M 0.07% 0 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 24,537 $1.72M 0.05% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 23,526 $1.72M 0.16% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 24,212 $1.7M 0.33% -89 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,904 $1.68M <0.01% -3,394 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 23,679 $1.66M 0.12% +1,562 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,637 $1.66M 0.06% +4,631 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 23,090 $1.62M 0.02% +328 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,006 $1.62M 0.06% +16,195 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 23,000 $1.61M 0.17% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 22,644 $1.59M 1.3% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,584 $1.59M 0.01% +2,092 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 22,427 $1.57M 0.41% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 22,400 $1.57M 0.19% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22,397 $1.57M <0.01% +3,698 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 21,582 $1.51M <0.01% +3 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,455 $1.51M 0.05% +16,522 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 21,406 $1.5M 0.93% +4,277 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 20,900 $1.47M 0.16% -1,550 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 20,830 $1.46M 0.04% +2 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,373 $1.43M <0.01% +6,735 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 20,352 $1.43M 0.71% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 19,882 $1.4M 0.02% +12,887 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 19,877 $1.4M 0.14% +3,230 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 19,600 $1.38M 0.74% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 19,582 $1.37M 0.63% -141 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 19,485 $1.37M 0.18% +17,485 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 19,247 $1.35M 0.56% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 19,160 $1.34M 0.08% +14,407 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 19,023 $1.34M 0.25% +9,420 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 18,971 $1.33M 0.11% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 18,693 $1.31M 0.07% new 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 18,525 $1.3M 0.15% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,209 $1.28M 0.07% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 18,000 $1.26M 0.16% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,771 $1.25M 0.01% +13 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 17,700 $1.24M 0.01% -980 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 17,618 $1.24M 0.44% +72 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 17,584 $1.23M 0.73% +62 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 17,429 $1.22M 0.88% -8 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 17,415 $1.22M 0.03% -1,578 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 17,362 $1.22M 0.37% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 16,785 $1.18M 0.12% new 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 16,643 $1.17M 0.26% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 16,543 $1.16M 0.21% -1,575 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 16,298 $1.14M 0.67% -470 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 16,117 $1.13M 0.39% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,940 $1.12M 0.3% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,730 $1.1M 0.03% +4,897 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 15,048 $1.1M 0.1% +272 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15,528 $1.09M <0.01% +7,278 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,334 $1.08M 0.08% -2,105 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. 15,314 $1.07M 0.04% +675 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 15,294 $1.07M 0.02% +4 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,114 $1.06M 0.04% +4,096 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 15,100 $1.06M 0.05% -200 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 14,796 $1.04M 0.42% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,758 $1.04M 0.01% +1,293 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 14,539 $1.02M 0.71% +988 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 15,083 $1.02M 0.75% +335 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,075 $999K <0.01% +3,682 13F-HR/A Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 14,193 $997K 0.5% +136 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 13,850 $972K <0.01% -10 13F-HR/A Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 13,710 $963K 0.08% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 13,640 $958K 0.25% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 13,564 $952K 0.13% +1,558 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,555 $952K 0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 13,555 $952K 0.01% new 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 13,517 $949K 0.06% -426 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,358 $938K 0.01% -1,370 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,135 $922K 0.12% -88 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 13,029 $915K 0.33% +134 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 12,830 $901K 0.49% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 12,818 $900K 0.16% +568 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 12,727 $894K 0.15% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 12,620 $886K 0.55% -2,747 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 12,606 $885K 0.17% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,357 $868K 0.02% +8,394 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,345 $867K 0.03% -218 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 12,300 $864K <0.01% +7,200 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,286 $863K 0.01% +502 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,000 $843K 0.23% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 11,945 $839K 0.19% +46 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,340 $821K 0.18% -20 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,506 $808K 0.17% +2,340 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 11,390 $800K 0.47% +1,390 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,388 $799K 0.01% -971 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 11,385 $799K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,371 $798K 0.03% +488 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 11,332 $796K 0.03% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 11,324 $795K 0.14% new 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 11,100 $779K 0.05% +1,446 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,087 $778K <0.01% -47 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,058 $776K 0.02% -445 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,013 $773K 0.01% +3,720 13F-HR Timeline Group Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 10,957 $769K 0.14% +6,712 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 10,934 $768K 0.04% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,930 $767K 0.08% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,918 $767K 0.01% -5,917 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 10,877 $764K 0.08% -259 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 10,766 $756K <0.01% +2,011 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 10,733 $754K 0.43% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,484 $736K <0.01% -145 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 10,417 $731K 0.28% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,312 $724K 0.05% +708 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 10,151 $713K 0.06% +348 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 10,123 $711K 0.63% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 10,105 $709K 0.15% +3,834 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,078 $708K 0.01% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 9,868 $693K 0.01% -730 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 9,781 $687K 1.76% -475 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 9,718 $682K 0.37% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 9,561 $671K 0.06% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,521 $668K 0.01% -1,044 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 9,502 $667K 0.02% +5,442 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 9,500 $667K 0.05% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 9,707 $659K 0.01% -3,898 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,386 $659K 0.01% new 13F-HR/A Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 9,362 $657K 0.01% +2,672 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,239 $649K 0.95% +7 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 9,122 $645K 0.01% +4,462 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,774 $639K 0.05% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 9,095 $639K 0.44% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,075 $637K 0.01% -765 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,932 $627K 0.02% +358 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 8,831 $620K 0.1% -1,287 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,801 $618K <0.01% +5,402 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,781 $617K 0.51% -27 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 8,769 $616K 0.12% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,749 $614K 0.01% +645 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 8,714 $612K 0.12% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 8,563 $601K 0.3% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,584 $601K <0.01% +1,809 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 8,470 $595K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,451 $593K 0.01% -101 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8,416 $591K 0.25% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,407 $590K 0.01% new 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 8,405 $590K 0.09% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,331 $585K 0.4% -876 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,261 $580K 0.02% +4,001 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,230 $578K 0.07% +675 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 8,225 $577K 0.52% +2,658 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 8,039 $564K 0.08% -4,209 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,998 $562K 0.04% -1,352 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 7,993 $561K 0.04% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 7,810 $548K 0.31% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,789 $546K <0.01% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 7,677 $539K 0.06% +31 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,647 $537K <0.01% -1,937 13F-HR Timeline Group