Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 48,156 $4.03M 0.24% -4,120 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 48,151 $4.03M 0.06% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 48,056 $4.02M 0.01% -5,410 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 47,533 $3.97M 1.4% +425 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 47,196 $3.95M 0.33% +1,463 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 46,331 $3.87M 0.02% +34,619 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 45,206 $3.78M 4.09% 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 45,000 $3.76M 0.84% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 44,831 $3.75M 0.05% +2,685 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 44,490 $3.72M <0.01% +24,586 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 43,039 $3.67M 0.13% +4 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,950 $3.59M 0.04% -3,214 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,379 $3.54M 0.01% +1,202 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 42,103 $3.52M 3.63% 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 41,225 $3.45M 0.14% +9,984 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 40,919 $3.42M 0.01% +10,517 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 40,778 $3.41M 0.32% +520 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 42,207 $3.39M 0.01% +4,388 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 40,100 $3.35M 0.14% +25,000 13F-HR Timeline S&CO INC More: the full row for S&CO INC 40,000 $3.34M 0.21% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 39,540 $3.31M 2.08% +8,055 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 38,428 $3.21M 0.22% +4,371 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 38,229 $3.2M 0.35% +6,645 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 38,195 $3.19M 2.63% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 37,992 $3.18M 0.01% +9,812 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 37,820 $3.16M 0.5% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 37,557 $3.14M 0.02% +1,913 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 37,496 $3.14M 3.19% +78 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 37,066 $3.1M 0.08% +357 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 36,868 $3.08M 0.89% -5 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 36,265 $3.03M 0.05% -2,239 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 36,114 $3.02M 2.36% +4,309 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 35,993 $3.01M 1.13% -2,604 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 35,692 $2.98M 0.05% +1,266 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 34,930 $2.92M 1.36% -110 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 34,505 $2.88M 0.28% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,491 $2.88M 0.02% +2,160 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 33,914 $2.84M 2.06% +135 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 33,828 $2.83M 0.22% -1,110 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 33,715 $2.82M 0.64% +803 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,522 $2.8M 0.01% -358 13F-HR Timeline Group FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 33,494 $2.8M 4.54% -63,863 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 33,473 $2.8M <0.01% +8,424 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 33,426 $2.79M <0.01% -960 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 33,345 $2.78M 0.62% -371 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 33,282 $2.78M 0.21% +16,987 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 32,158 $2.69M 0.03% -1,538 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 32,097 $2.68M 0.01% +1,608 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 32,012 $2.68M 0.19% -1,846 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 31,602 $2.64M 0.03% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 31,488 $2.63M <0.01% -335,619 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 31,282 $2.62M 2.18% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 30,293 $2.53M 0.14% -1,170 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 29,659 $2.48M 1.07% -649 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 29,423 $2.46M 2.66% 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 29,297 $2.45M 0.32% +436 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 29,107 $2.43M 0.03% +4,065 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 27,517 $2.41M 0.4% -27,628 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 28,500 $2.38M 0.15% +50 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 28,446 $2.38M <0.01% +232 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 28,296 $2.37M 0.38% +1,740 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 27,033 $2.26M 0.03% -722 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 26,903 $2.25M 0.02% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 26,883 $2.25M 0.05% -2,359 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,661 $2.23M 0.04% +2,900 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 26,364 $2.2M 0.01% +1,154 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 25,479 $2.13M 0.35% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 25,390 $2.12M 0.3% -2,228 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 25,379 $2.12M 2.37% new 13F-HR Timeline PJT Investments Corp. More: the full row for PJT Investments Corp. 25,276 $2.11M 1.24% +199 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,156 $2.1M 0.02% +5,640 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 25,075 $2.1M 0.02% +5,300 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,054 $2.09M 0.1% +15,685 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 24,847 $2.08M 0.04% +1 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 24,716 $2.07M 0.83% +4,276 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 24,693 $2.06M 0.07% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 24,444 $2.04M 0.38% -107 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 24,401 $2.04M 1.32% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 24,231 $2.03M 0.04% -120 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 24,150 $2.02M 0.28% +11,842 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 24,147 $2.02M 0.55% +4,527 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 24,029 $1.97M 0.02% +11,468 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 23,318 $1.95M 0.17% -812 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,306 $1.95M 0.05% -88 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 23,083 $1.93M 0.7% +124 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 23,000 $1.92M 0.19% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 22,819 $1.91M <0.01% +821 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 22,786 $1.91M 0.13% -625 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 22,502 $1.88M 0.4% +75 13F-HR/A Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 22,474 $1.88M 0.27% -1,354 13F-HR Timeline Group PARTHENON LLC More: the full row for PARTHENON LLC 22,400 $1.87M 0.2% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 22,355 $1.87M <0.01% -10,778 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 22,300 $1.86M 0.89% -100 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 22,082 $1.85M 0.01% +7,965 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 22,050 $1.84M 0.1% +12,003 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 21,800 $1.82M 0.02% new 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 21,720 $1.82M 0.01% +4,670 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 21,476 $1.8M 0.03% +7,060 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 21,000 $1.76M 1.24% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 20,977 $1.75M 0.04% +7 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 20,776 $1.74M 0.02% -229 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 20,675 $1.73M 0.16% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 20,591 $1.72M 0.1% +191 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,291 $1.7M 0.04% -930 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 19,851 $1.66M 0.07% -25,298 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 19,661 $1.64M 0.02% -848 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 19,411 $1.62M 0.62% -12 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,714 $1.56M 0.08% 0 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. 18,523 $1.55M 0.05% -1,151 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 18,357 $1.53M 0.56% +604 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 18,354 $1.53M 0.47% +1,489 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,350 $1.53M <0.01% +594 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 18,103 $1.51M 1.13% +71 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 18,095 $1.51M 1.03% +168 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,922 $1.5M 0.02% +796 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 17,991 $1.5M 0.71% +145 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,915 $1.5M 0.04% +11,894 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 17,885 $1.5M -551 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17,660 $1.48M 0.03% +6,298 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 17,362 $1.45M 0.39% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,218 $1.44M 0.02% +107 13F-HR Timeline Group Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 16,952 $1.42M 1.34% -763 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 16,886 $1.41M 0.01% +4,163 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,775 $1.4M 0.01% +4,014 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 16,713 $1.4M 0.34% +103 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 17,192 $1.36M 0.15% +12,884 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 16,234 $1.36M 0.83% -13 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,148 $1.35M 0.04% +4,130 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,132 $1.35M <0.01% +7,351 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 15,710 $1.35M 0.09% +595 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,968 $1.34M 0.31% -2 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,672 $1.31M 0.03% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,861 $1.3M 0.07% +7,440 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,340 $1.28M <0.01% +141 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 14,921 $1.26M 0.78% -207 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,725 $1.23M 0.11% -594 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 14,533 $1.22M 0.36% -263 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,417 $1.21M 0.02% -1,105 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,337 $1.2M <0.01% -1,001 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,090 $1.18M 0.01% +10,183 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,906 $1.16M 0.02% +1,954 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 13,640 $1.14M 0.27% 0 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 13,611 $1.14M 0.7% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,390 $1.12M 0.07% -559 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,380 $1.12M 0.04% +289 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 13,239 $1.11M 0.15% +512 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,164 $1.1M 0.01% +4,323 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,142 $1.1M 0.02% -311 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,140 $1.1M 0.12% -105 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 12,898 $1.08M 0.3% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 12,946 $1.08M 0.19% +120 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 12,930 $1.08M 0.17% +116 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 12,838 $1.07M 0.18% +5,964 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,731 $1.06M 0.05% -764 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 12,656 $1.06M 0.99% 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 12,661 $1.06M 0.55% -157 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,500 $1.05M 0.23% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 12,479 $1.04M 0.67% +543 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,255 $1.02M 0.02% 0 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 12,230 $1.02M 0.06% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 12,229 $1.02M 0.27% +5,238 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,223 $1.02M <0.01% +3,587 13F-HR Timeline Group NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 12,050 $1.01M 0.05% 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 12,024 $1.01M 0.48% -2,327 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,933 $998K <0.01% +1,271 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 11,898 $995K 0.06% -1,105 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 11,784 $985K 0.36% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,753 $983K 0.01% -2,031 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 11,649 $974K 0.07% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,631 $972K 0.02% +182 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 11,560 $969K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,038 $966K <0.01% +1,234 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,502 $962K 0.02% +2,117 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,429 $956K 0.03% +2,762 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,351 $949K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,274 $943K 0.01% +52 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,977 $938K 0.01% 0 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 11,180 $935K <0.01% -19,200 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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