Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 68,744 $10.8M 0.09% +1,875 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 66,317 $10.4M 0.02% +15,476 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 66,101 $10.4M 0.54% +17,090 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 65,808 $10.3M 0.05% -8,788 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 64,804 $10.2M 0.33% -327 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 64,497 $10.1M 0.81% -148 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 64,183 $10.1M 3.36% -617 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 63,842 $10M 0.1% +41,751 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 63,816 $10M 5.5% +9,962 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 62,824 $9.86M 0.02% +867 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 62,652 $9.83M 1.32% +5,572 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 140,921 $9.83M 1.19% -3 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 62,272 $9.77M 0.57% +392 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 61,827 $9.7M 0.27% +19,998 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 61,780 $9.7M 0.34% +560 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 61,627 $9.67M 0.18% +28,585 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 61,434 $9.64M 5.76% +35,242 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 60,988 $9.57M 0.03% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 60,197 $9.45M 1.8% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 60,197 $9.45M 1.8% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 59,766 $9.38M 0.02% +10,822 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 59,518 $9.34M 2.31% -1,131 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 59,342 $9.31M 1.08% +31,544 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 59,056 $9.27M 2.04% +3,246 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 59,026 $9.26M 0.09% +1,193 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 57,703 $9.06M 0.17% -175,209 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 57,064 $8.96M 0.06% -173 13F-HR Timeline Group American National Bank of Texas More: the full row for American National Bank of Texas 56,920 $8.93M 8.15% -1,176 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 56,802 $8.92M 0.06% +302 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 56,050 $8.8M 0.1% -148 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 55,587 $8.72M 0.95% +624 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 55,277 $8.68M 0.14% +6,415 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 54,323 $8.53M 0.08% +595 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 54,226 $8.51M 0.87% +4,995 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 53,541 $8.4M 0.98% -335 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 53,515 $8.4M 0.16% +13,874 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 53,265 $8.36M 3.96% -144 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 52,234 $8.2M 0.77% +1,988 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 52,434 $8.09M 0.6% +1,054 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 51,517 $8.09M 0.1% +4,705 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 49,900 $7.83M 0.47% -26,002 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 49,877 $7.83M 0.02% +744 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 49,863 $7.83M 0.17% +2,440 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 49,705 $7.8M 0.38% -600 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 48,693 $7.64M <0.01% -3,352 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 48,599 $7.63M 2.33% +45,800 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 47,643 $7.48M 1.41% -2,105 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 47,172 $7.4M 0.08% +1,798 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 47,166 $7.4M 0.03% -6,759 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 47,119 $7.4M 0.04% +7,216 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 46,749 $7.31M 0.1% -10,476 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 45,917 $7.21M 0.1% -75 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 46,094 $7.18M 1.12% +3,866 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 45,585 $7.15M 0.24% +562 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 45,540 $7.15M 0.11% +8,533 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 44,580 $7M 4.49% +1,407 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 44,449 $6.98M 0.02% +38,262 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 44,425 $6.97M 0.11% +9,430 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 44,203 $6.94M 0.62% -16,062 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 44,056 $6.91M 1.45% -10,122 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 44,050 $6.91M 0.2% -735 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 43,665 $6.85M 0.13% +1,886 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 43,420 $6.81M 0.03% +1,778 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 43,400 $6.81M 0.15% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 42,830 $6.72M 0.26% +39,913 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 42,740 $6.71M 2.53% -11,595 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 42,390 $6.65M 1.06% +18,633 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 41,885 $6.57M 2.24% -662 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 41,331 $6.49M 0.12% +2,067 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 41,321 $6.49M 0.73% -286 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 40,904 $6.42M 0.02% +18,316 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 40,637 $6.38M 2.72% +377 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 40,340 $6.33M 0.04% +293 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 40,067 $6.29M 0.02% -1,124 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 39,900 $6.26M 0.1% +600 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 39,295 $6.17M 5.6% +8,698 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 39,123 $6.14M 1.83% +5,429 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 38,955 $6.11M 0.07% -2,151 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 38,729 $6.08M 0.78% -110 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 38,436 $6.03M 2.79% -148 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 38,209 $6M 2.22% +1,011 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 38,058 $5.97M 0.84% -26,457 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 37,793 $5.93M 0.11% 0 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 37,652 $5.91M 2.56% -1,581 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 37,241 $5.84M 2.85% +34,599 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 37,108 $5.82M 4.01% +126 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 36,848 $5.78M 1.34% -14,419 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 36,714 $5.76M 0.91% -690 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 36,028 $5.65M 0.15% -70,290 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 35,577 $5.58M 0.58% -48 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 35,472 $5.57M 0.94% -3,026 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 35,164 $5.52M 0.09% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 35,083 $5.51M 0.45% -1,354 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 34,761 $5.46M 4.74% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 34,539 $5.42M 0.07% +28,067 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 34,457 $5.41M 2.55% -213 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 34,309 $5.38M 0.68% -1,645 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 34,119 $5.35M 0.7% -315 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 34,061 $5.35M 1.98% -686 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 33,815 $5.31M 0.76% +96 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 33,735 $5.29M 0.08% +1,389 13F-HR/A Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 33,695 $5.29M 0.44% +2,089 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 33,569 $5.27M 0.12% -616 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 33,151 $5.2M 0.06% +6,761 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 33,012 $5.18M 0.32% +30,026 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 32,660 $5.13M 0.52% +15 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 32,623 $5.12M 2.35% -4,313 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 32,253 $5.03M 0.44% +27,961 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 31,884 $5M 0.43% -464 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 30,599 $4.97M 0.26% -14,448 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 31,654 $4.97M 0.09% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 31,627 $4.96M 0.06% +170 13F-HR Timeline Group Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 31,600 $4.96M 0.28% +2,798 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 31,472 $4.94M 0.5% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 31,316 $4.92M 1.9% +263 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 31,101 $4.88M 2.48% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 31,043 $4.87M 1.25% +132 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 30,933 $4.85M 0.05% -1,097 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 30,896 $4.82M <0.01% -691 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 29,924 $4.7M +4,162 Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 28,625 $4.49M 0.58% +145 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 28,493 $4.47M 1.32% +372 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 28,344 $4.45M 0.79% -804 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 28,071 $4.4M 0.03% new 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 28,047 $4.4M 0.11% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 28,160 $4.4M 0.36% -98 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 27,941 $4.39M 0.04% +17,977 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 27,435 $4.31M 3.13% +1,601 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 27,309 $4.29M 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 27,303 $4.29M 0.01% +15,304 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 26,953 $4.23M 0.45% +9,666 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 26,908 $4.22M 2.79% +449 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 28,346 $4.19M 0.01% +12,444 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 26,662 $4.18M 0.23% -25 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 26,527 $4.16M 0.08% +1,336 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 26,357 $4.14M 1.67% +163 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,224 $4.12M 0.02% -2,413 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 26,088 $4.09M 1.53% -435 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 26,040 $4.09M 0.06% -8,782 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 26,012 $4.08M 0.08% -6,345 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 25,875 $4.06M 0.06% +3,549 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,870 $4.06M 0.16% +100 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 25,581 $4.01M 0.06% +1,093 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 25,554 $4.01M +2,607 Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 24,694 $3.98M 1.3% -1,261 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 25,040 $3.93M 1.73% +23,345 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 25,031 $3.93M 0.91% +3,451 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 24,558 $3.85M 0.01% -2,102 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,536 $3.85M 0.14% +71 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 24,485 $3.84M 1.95% +51 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 24,446 $3.84M 1.26% +22,765 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 24,297 $3.81M 0.33% -626 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 23,993 $3.77M 2.21% +666 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 29,231 $3.71M 1.33% +7,804 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,436 $3.68M 0.07% +18,418 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 23,348 $3.66M 2.45% +46 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 23,318 $3.66M 0.96% +1 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 23,288 $3.66M 0.43% +5,826 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 23,165 $3.64M 0.09% +5,123 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 23,125 $3.63M 0.53% +1,032 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 23,111 $3.63M 1.08% -1,458 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 23,095 $3.62M 0.42% -11,108 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 22,745 $3.57M +18,678 Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 22,679 $3.56M 0.34% -430 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,567 $3.54M 0.07% +1,158 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 22,524 $3.54M 0.39% +995 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 22,090 $3.51M 1.3% -2,205 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22,305 $3.5M 0.05% -663 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,279 $3.5M 0.02% -1,985 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 21,935 $3.44M 0.2% -1,639 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 21,859 $3.43M 0.32% +1,730 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 21,998 $3.43M 0.48% -20,298 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,500 $3.37M 0.25% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 21,245 $3.33M 0.45% +2,798 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,210 $3.33M <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 21,131 $3.31M 0.67% -389 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 20,796 $3.26M 2.29% +59 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 20,776 $3.26M 0.06% +953 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 20,602 $3.23M 0.1% 0 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 20,587 $3.23M 2.02% -7,707 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 20,534 $3.22M 0.02% +4,263 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 20,411 $3.2M 0.46% -4,223 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 20,402 $3.2M 0.1% +1,427 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 20,400 $3.2M 5.98% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 20,300 $3.19M 0.18% new 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 20,200 $3.17M 0.33% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 20,139 $3.16M 3.55% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 20,094 $3.15M 1.96% +1,411 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 19,879 $3.12M 1.66% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 19,871 $3.12M 0.16% -251 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 19,773 $3.1M 1.12% -63,893 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 19,484 $3.06M 0.01% +3,913 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 19,463 $3.05M 0.63% +3,887 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 19,356 $3.04M 0.06% +1 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,262 $3.02M 0.1% +175 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 19,182 $3.01M +2,789 Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 19,179 $3.01M 0.2% +600 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 19,033 $2.99M 0.15% -226 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 18,862 $2.96M 1.07% +19 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 18,400 $2.89M <0.01% -36,932 13F-HR Timeline Group