Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 43,562 $5.12M 0.84% -1,212 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 43,400 $5.1M 0.12% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 42,075 $5.05M 0.03% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 42,940 $5.04M 0.52% -3,484 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 42,476 $4.99M 0.2% +2,255 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 42,381 $4.98M 0.74% +2,701 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 41,987 $4.93M 0.05% +135 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 41,964 $4.93M 3.4% +1,803 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 41,481 $4.87M 0.14% +3,920 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 41,234 $4.84M 2.4% +18,807 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 40,879 $4.8M 0.11% -88 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,871 $4.8M 0.01% +8,101 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 40,712 $4.78M 0.51% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 40,669 $4.78M 0.67% -1,718 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 40,623 $4.77M 2.77% +2,286 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 40,246 $4.73M 0.13% -479 13F-HR Timeline Group EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 40,193 $4.72M 1.23% +296 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 39,637 $4.66M 0.06% -37,636 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 39,524 $4.64M 1.07% -204 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 39,059 $4.59M 0.05% +3,949 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 38,726 $4.55M 3.6% +282 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 38,499 $4.52M 0.03% +78 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 38,395 $4.51M 0.05% -47,872 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 38,144 $4.48M 0.05% new 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 37,960 $4.46M 2.41% -778 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 37,555 $4.41M 1.7% -26,145 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 36,954 $4.34M 1.73% +1,235 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 36,827 $4.33M 0.72% +27 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 36,809 $4.32M 0.64% -120 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 36,467 $4.28M 0.1% +1,352 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 35,069 $4.12M 0.13% +10,478 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 35,026 $4.11M 0.16% -3,980 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 34,820 $4.09M 2.03% +521 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 34,616 $4.07M 0.01% -8,709 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 33,290 $3.91M 0.35% +447 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 32,925 $3.87M 0.09% -561 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 32,752 $3.85M 0.11% -619 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 32,461 $3.81M 0.83% -807 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 32,250 $3.79M 0.53% 0 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 31,879 $3.75M 1.34% +7,420 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 32,130 $3.73M 0.2% +4,228 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 31,471 $3.7M 0.41% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 31,401 $3.69M 0.21% +7,929 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 30,611 $3.66M 0.76% -1,740 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 31,130 $3.66M 0.02% +22,239 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 30,667 $3.6M 0.04% +1,630 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 30,548 $3.59M 0.06% +28 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 30,516 $3.59M 2.13% -563 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,329 $3.56M 0.02% +16,608 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 30,134 $3.54M 1.71% -1,021 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 29,463 $3.46M 0.74% -8,872 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 29,355 $3.45M 0.52% +15 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29,299 $3.44M 0.36% -903 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 29,156 $3.42M 0.86% -1,633 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 29,125 $3.42M 2.3% +526 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 28,894 $3.39M 0.03% -2,311 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,502 $3.35M 0.01% -738 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 28,415 $3.34M 0.05% +16,947 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,223 $3.32M 0.03% -1,642 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 27,929 $3.28M 0.05% +4,398 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 27,915 $3.28M 0.46% -944 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 27,886 $3.28M 0.69% +2,800 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 27,798 $3.27M 0.39% 0 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 27,705 $3.25M 0.08% +11,805 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 27,396 $3.22M 0.45% +2,836 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 27,346 $3.21M 0.03% +2,060 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 27,259 $3.2M 1.78% -653 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 27,207 $3.2M 1.05% +271 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 26,837 $3.15M 1.05% +703 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 26,794 $3.15M 0.01% +22,776 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 26,554 $3.12M 0.75% +1,146 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 26,358 $3.1M 1.76% 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 26,192 $3.08M 4.12% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 25,589 $3.01M 0.43% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 25,383 $2.98M 0.12% -592 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,136 $2.95M 0.11% -4,051 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 25,069 $2.95M 0.52% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 24,477 $2.88M 0.05% +2,520 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 24,375 $2.86M 0.09% -34,884 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 24,287 $2.85M 0.21% +12,151 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 24,283 $2.85M 0.85% -203 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 24,218 $2.85M 0.37% +1,535 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 23,921 $2.81M 0.07% -2,148 13F-HR Timeline Group Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 23,410 $2.8M 1.77% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 23,710 $2.79M 0.29% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 23,466 $2.76M 0.05% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 23,272 $2.73M 0.08% +1,299 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 22,870 $2.71M 0.29% -19,628 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 22,825 $2.68M 0.01% +410 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 22,804 $2.68M 1.48% +8,240 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 22,660 $2.66M 0.05% +1,127 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,459 $2.64M 0.08% +109 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 22,340 $2.62M 1.81% -1,102 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,500 $2.53M 0.24% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,100 $2.48M 0.08% +279 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 21,073 $2.48M 0.16% -2,517 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 20,834 $2.45M 1.08% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20,465 $2.4M 0.03% +3,537 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 20,369 $2.39M 0.03% +2,811 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 20,247 $2.38M 0.44% -1,278 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 20,066 $2.36M 0.82% -786 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 19,838 $2.33M 0.08% -1,934 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 19,746 $2.32M 0.63% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 19,417 $2.28M 0.04% +3,262 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 19,073 $2.24M 0.72% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,798 $2.21M <0.01% +7,979 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 18,545 $2.18M 0.01% -41 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 18,320 $2.15M 0.33% -8,570 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 18,205 $2.14M <0.01% +12,381 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 18,219 $2.14M 0.6% +1,646 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 18,183 $2.14M 0.06% -696 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 17,892 $2.1M 1.25% +749 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 17,746 $2.08M 0.08% +123 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 17,693 $2.08M 0.09% +4 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 17,673 $2.08M 0.39% +17,112 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 17,667 $2.08M 0.13% -223 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,477 $2.05M <0.01% +253 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 17,357 $2.04M 0.42% +764 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 17,243 $2.03M 0.76% -331 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 17,100 $2.01M 0.06% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,083 $2.01M <0.01% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 17,000 $2M 0.03% 0 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 16,740 $1.97M 0.28% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 16,655 $1.96M 0.17% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16,653 $1.96M 0.08% -296 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 16,626 $1.95M 0.58% +522 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,575 $1.95M 0.04% -140 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 16,317 $1.92M 0.12% +3,103 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 16,168 $1.9M 0.15% -25 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,136 $1.9M 0.01% +801 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 16,079 $1.89M 0.43% -237 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,914 $1.87M 0.02% -7 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 15,786 $1.86M <0.01% +68 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,775 $1.85M 0.1% -440 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 15,647 $1.84M 0.23% +1,103 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,580 $1.83M 0.1% +1,349 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,551 $1.83M 0.29% -65 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 15,526 $1.82M 0.29% -9,159 13F-HR Timeline Group LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 15,420 $1.81M 0.08% +131 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 14,916 $1.8M 0.28% +57 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,075 $1.77M 0.02% -22 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 15,064 $1.77M 0.03% +1,782 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 15,050 $1.77M <0.01% +13,050 13F-HR/A Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,852 $1.74M 0.16% +145 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 14,785 $1.74M 0.57% +721 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 14,713 $1.73M 0.18% -298 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 14,601 $1.72M 0.99% -385 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,547 $1.71M 0.01% new 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 14,345 $1.69M 0.16% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 14,319 $1.68M 1.85% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,293 $1.68M 0.06% +140 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,282 $1.68M 0.07% +5,373 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 14,266 $1.68M 0.77% -305 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 14,231 $1.67M 1.35% -203 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 14,153 $1.66M 0.86% +1 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,066 $1.65M 0.12% -120 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 13,970 $1.64M 0.86% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,930 $1.64M <0.01% +10,569 13F-HR Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 13,857 $1.63M 0.25% -1,069 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 13,800 $1.62M 1.15% +3,700 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,768 $1.62M 0.05% +1,679 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 13,749 $1.62M 0.18% 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 13,676 $1.61M 0.01% -17,579 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 13,758 $1.6M 0.18% +236 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 13,580 $1.6M 0.49% +4,051 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 13,331 $1.57M 0.14% +752 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 13,320 $1.56M 0.23% -201 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 13,258 $1.56M 0.97% +1,092 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,155 $1.55M 0.06% -187 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,040 $1.53M 0.52% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 13,020 $1.53M 0.04% +417 13F-HR Timeline Group Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 12,772 $1.5M 1.48% 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,764 $1.5M 0.06% +8 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 12,755 $1.5M 0.62% -1 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 12,744 $1.5M 0.79% +12 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,741 $1.5M 0.05% +1,727 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 12,726 $1.5M 0.02% -3,250 13F-HR Timeline Group CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 12,331 $1.45M 0.59% +897 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,090 $1.42M 0.02% -39 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12,083 $1.42M 0.08% -1,914 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,945 $1.4M 0.36% -677 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 11,875 $1.4M +377 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 11,737 $1.38M 0.02% +345 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 11,700 $1.38M 0.03% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 11,660 $1.37M 0.6% +1,851 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 11,564 $1.36M 0.96% 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 11,547 $1.36M 0.78% -688 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 11,546 $1.36M 1.25% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,432 $1.34M 0.17% +14 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,151 $1.31M 0.01% +7,936 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,145 $1.31M 0.06% +503 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 11,128 $1.31M 0.27% -207 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,032 $1.3M 0.1% -93 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,889 $1.28M 0.52% +143 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,834 $1.27M 0.02% -131 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 10,818 $1.27M 0.13% -661 13F-HR/A Timeline New Capital Management LP More: the full row for New Capital Management LP 10,765 $1.26M 0.37% +211 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,708 $1.26M 0.12% +451 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,602 $1.25M 0.31% +1,603 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,550 $1.24M 1.62% 13F-HR Timeline