OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,747 $9.08M 0.14% +1,423 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 16,266 $9.05M 5.6% -110 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 16,479 $8.94M 0.44% -231 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,392 $8.89M 0.46% +1,702 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 15,831 $8.59M 0.77% -1,316 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 15,778 $8.56M 3.6% +740 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 15,609 $8.47M 0.03% -397 13F-HR Timeline Group BIP Alliance, LLC More: the full row for BIP Alliance, LLC 15,560 $8.44M 3.57% +669 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 15,535 $8.43M 1.15% -382 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,505 $8.41M 0.11% -1,125 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 15,310 $8.39M 1% -39,994 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 15,177 $8.23M 4.73% -191 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,115 $8.2M 0.01% +12,127 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,107 $8.19M 0.04% +414 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 15,058 $8.17M 3.71% +2,007 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,948 $8.11M 0.27% -400 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,609 $7.92M 0.09% -297 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,484 $7.86M 0.01% -18 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,444 $7.83M 0.52% +151 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 14,394 $7.81M 3.61% +3,424 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 14,347 $7.78M 1.16% +344 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 14,177 $7.69M 0.73% +767 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 13,946 $7.56M 0.62% +12 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,936 $7.56M 0.06% +5,304 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 13,883 $7.53M 1.54% +951 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 13,882 $7.53M 0.06% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,808 $7.49M 0.84% +54 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,628 $7.39M 0.11% +6,183 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,576 $7.36M 0.07% +515 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 13,401 $7.27M 0.22% +1,179 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,367 $7.25M 0.11% +304 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 13,237 $7.18M 1.01% -720 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 13,191 $7.15M 4.34% -2,338 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,009 $7.06M 0.13% +4,313 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,942 $7.02M 0.08% +2,724 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,982 $7M -2,066 Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 12,863 $6.98M 0.81% +2,210 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 12,745 $6.91M 0.02% +586 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 12,747 $6.91M 4.16% +1,702 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 12,544 $6.8M 0.09% -842 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,370 $6.71M 0.09% -650 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 12,366 $6.71M 2.62% -352 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,300 $6.67M 0.05% +156 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 12,290 $6.67M 1.88% +207 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,278 $6.66M 0.15% -378 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 12,142 $6.59M 4.37% +2,130 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 12,133 $6.58M 0.52% -3 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 11,659 $6.57M 4.51% +2,699 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 12,043 $6.53M 0.36% +63 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 12,020 $6.52M 1.04% -145 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 12,007 $6.51M 0.02% new 13F-HR/A Timeline Group 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 11,994 $6.51M <0.01% +510 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 12,027 $6.48M 0.04% +342 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,801 $6.4M 0.12% +1,443 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 11,667 $6.33M 3.01% +280 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,645 $6.32M 0.05% +50 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 11,496 $6.23M 1.16% -98 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 11,466 $6.22M 3.35% +537 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,427 $6.2M 0.21% +92 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,271 $6.11M 0.02% +1,255 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,256 $6.11M 0.14% +1,375 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 11,157 $6.05M 4.91% -340 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 11,090 $6.02M 1.24% -102 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 11,010 $5.97M 1.19% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,978 $5.95M 0.32% +1,282 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,972 $5.95M 0.45% +244 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 10,971 $5.95M 0.49% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 10,855 $5.89M 0.31% +40 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,847 $5.88M 1.12% +285 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 10,847 $5.88M <0.01% +3,127 13F-HR/A Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,803 $5.86M 0.08% -142 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,734 $5.82M 0.03% +5,492 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 10,680 $5.79M 0.34% +50 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,607 $5.75M <0.01% +2,876 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,602 $5.75M 0.27% -780 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 10,551 $5.72M 2.28% -850 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,547 $5.72M 0.07% -460 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 10,535 $5.71M 0.78% -2,431 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,530 $5.71M 0.06% +2,091 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,366 $5.62M 0.46% +1,617 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 10,321 $5.6M 4.08% -319 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,137 $5.5M 0.14% +747 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10,031 $5.44M 1.6% +684 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 10,028 $5.44M 3.53% +1,001 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,691 $5.43M 0.08% +1,004 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,980 $5.41M 0.05% +805 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,926 $5.38M 0.1% +489 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 9,801 $5.32M 1.71% -14 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9,755 $5.29M 0.04% +5,455 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 8,608 $5.26M 1.33% +1,109 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,693 $5.26M 0.16% -227 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,668 $5.24M 1.37% -354 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,609 $5.21M 1.31% -491 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9,553 $5.18M 2.44% +175 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 9,515 $5.16M 3.51% -338 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,414 $5.11M 0.14% +6,421 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,319 $5.05M 0.07% +95 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,317 $5.05M 0.3% -5,839 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9,344 $5.03M 1.46% +8,336 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,212 $5M 0.08% -2,903 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,212 $5M 0.23% +6 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,199 $4.99M 0.21% -51 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,116 $4.94M 0.89% +368 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 9,110 $4.94M 3.25% -353 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 9,043 $4.92M 4.76% +109 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 9,050 $4.91M 0.55% +460 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 9,036 $4.9M 1.64% +475 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,029 $4.9M 0.09% -12,122 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 8,972 $4.87M 4.44% -70 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,536 $4.86M 1.23% -13,397 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,887 $4.82M 0.41% -50 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 8,803 $4.77M 4.33% +89 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,652 $4.69M 0.01% -224 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,642 $4.69M 0.14% +118 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,603 $4.67M 0.03% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 8,543 $4.63M 0.15% +245 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 8,515 $4.62M 1.49% +809 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 8,436 $4.61M 1.85% -202 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,486 $4.6M 0.14% -23 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,476 $4.6M 0.36% +64 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 8,408 $4.56M 0.01% -157 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,271 $4.53M -7,060 Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,320 $4.51M 0.28% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 8,312 $4.51M 0.2% +5,170 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,222 $4.46M 0.15% +153 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,150 $4.42M 0.03% +566 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,137 $4.41M 0.07% -20 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 8,137 $4.41M 2.51% -333 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,946 $4.31M 0.12% +75 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,914 $4.29M 0.49% +460 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 7,800 $4.23M 0.18% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,713 $4.22M 0.33% -1,565 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,757 $4.21M 0.32% +735 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 7,716 $4.18M 3.56% -150 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 7,613 $4.13M 1.45% +3,852 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 7,589 $4.12M 1.1% -661 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,333 $4.1M 0.8% -145 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,531 $4.08M 0.17% +107 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,518 $4.08M 0.37% -4,393 13F-HR/A Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 7,509 $4.07M 4.02% +13 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 7,460 $4.05M 2.02% -233 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 7,424 $4.03M 0.56% +533 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 7,384 $4M 1.13% -268 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,045 $3.98M 0.13% +49 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,325 $3.97M 0.32% +1,235 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,313 $3.97M 0.35% +678 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,234 $3.92M -166 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,216 $3.91M 0.05% -195 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 7,454 $3.9M 1.73% +124 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,105 $3.85M 0.64% -141 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,103 $3.85M 0.24% +1,099 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,035 $3.82M 0.1% -2,352 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,035 $3.82M 0.14% +1,510 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,984 $3.79M 0.09% -38 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,981 $3.79M 0.14% +4,517 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,971 $3.78M 0.23% -1 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 6,962 $3.78M 0.67% -192 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,207 $3.75M 0.19% -1,693 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,876 $3.73M 0.48% +983 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,865 $3.72M 0.17% -92 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,854 $3.72M 0.02% +29 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,845 $3.71M 0.32% +2,035 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 6,797 $3.69M 3.39% +73 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,786 $3.68M 0.09% +4,064 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 6,706 $3.64M 8.28% -1,700 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 6,662 $3.61M 0.11% -132 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,638 $3.6M 0.01% -176 13F-HR Timeline Group CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 6,592 $3.58M 3.16% -210 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 6,562 $3.56M 0.07% 0 13F-HR Timeline Group Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 6,559 $3.56M 2.25% -5,957 13F-HR Timeline Asset Management Group, Inc. 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