Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 43,895 $5.09M 1.77% +12,016 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 43,895 $5.09M 0.11% -586 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 43,840 $5.08M 0.12% +3,594 13F-HR Timeline Group Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 43,809 $5.08M 3.43% +1,845 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 43,766 $5.07M 0.79% +1,385 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 43,400 $5.03M 0.15% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 43,377 $5.03M 0.15% +8,308 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 43,318 $5.02M 0.8% -244 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 43,282 $5.02M 0.07% -6,814 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 43,231 $5.01M 1.81% -558 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 42,973 $4.98M 0.14% +39,846 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 42,839 $4.97M 2.12% +2,216 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 42,366 $4.91M 0.06% +379 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 42,082 $4.88M 0.01% +1,211 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 41,956 $4.86M 0.5% -984 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 41,000 $4.75M 0.11% +121 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 40,712 $4.72M 0.53% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 40,683 $4.72M 0.65% +14 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 40,555 $4.7M 2.66% -15,525 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 40,457 $4.69M 2.26% new 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 40,145 $4.65M 3.27% +1,419 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 40,005 $4.64M 0.96% -3,933 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 39,988 $4.64M 0.05% +929 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 38,630 $4.48M 0.04% +10,407 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 38,447 $4.46M 0.08% -7,398 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 38,056 $4.41M 0.03% -443 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 37,858 $4.39M 0.11% +1,391 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 38,480 $4.32M 0.93% -1,044 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 37,048 $4.3M 0.7% +221 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 36,896 $4.28M 2.38% -1,064 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 36,732 $4.26M 1.67% -222 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 36,709 $4.26M 0.34% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 36,709 $4.26M 0.61% -100 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 36,439 $4.23M 2.72% +7,314 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 37,624 $4.18M 0.21% +5,494 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 35,708 $4.14M 0.23% +4,307 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 35,523 $4.14M 0.04% +28,502 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 34,861 $4.04M 0.01% +245 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 34,132 $3.96M 2% -688 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 33,743 $3.91M 0.09% +818 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 33,602 $3.9M 0.88% +1,141 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 33,582 $3.89M 0.01% +5,080 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 34,626 $3.88M 0.13% -400 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 33,212 $3.85M 0.36% -78 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 32,307 $3.75M 0.58% +57 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 31,974 $3.71M 0.07% -11,971 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 31,767 $3.68M 0.08% +4,062 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 31,676 $3.67M 0.1% -1,076 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 31,471 $3.65M 0.41% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 31,203 $3.62M 0.02% +874 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 30,977 $3.59M 0.01% -153 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 30,779 $3.57M 2.22% +263 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 30,557 $3.54M 0.72% -18,494 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 29,888 $3.47M 0.53% +533 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 29,719 $3.45M 0.74% +1,833 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 29,561 $3.43M 0.8% +3,007 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29,457 $3.42M 0.36% +158 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,310 $3.41M 0.09% +4,174 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 29,362 $3.4M 0.05% -1,305 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 29,300 $3.4M 0.8% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 29,133 $3.38M 1.58% -1,001 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 28,421 $3.3M 0.11% +4,046 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 28,500 $3.28M 0.66% -2,111 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 27,929 $3.24M 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 27,866 $3.23M 0.05% +8,449 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 27,798 $3.22M 0.55% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 27,707 $3.21M 0.46% -208 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 27,348 $3.17M 0.07% new 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 27,342 $3.17M 1.73% +83 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 27,252 $3.16M 0.93% +45 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6,656 $3.14M 2.24% -19,702 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 27,093 $3.14M 1.09% +256 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 26,643 $3.09M <0.01% -41,583 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 26,497 $3.07M 0.48% -2,659 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 26,409 $3.06M 0.02% -937 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 26,192 $3.04M 4.34% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,771 $2.99M <0.01% -1,189,446 13F-HR Timeline Group SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 25,500 $2.96M 0.64% -3,963 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 25,428 $2.95M 0.07% -98,959 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 25,379 $2.94M 0.11% -4 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 25,069 $2.91M 0.53% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 25,051 $2.9M 0.25% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 24,695 $2.86M 0.05% +218 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 24,415 $2.83M 0.97% -19,496 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 24,140 $2.82M 0.34% +1,270 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 24,236 $2.81M 0.37% -3,160 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 24,185 $2.8M 0.82% -98 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24,132 $2.8M 0.04% +3,667 13F-HR Timeline Group Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 24,107 $2.8M 1.38% -17,127 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,096 $2.79M 0.29% +386 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 23,890 $2.77M 0.24% +7,235 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 23,897 $2.77M <0.01% +5,692 13F-HR Timeline Group Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 23,410 $2.77M 1.57% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 23,860 $2.77M 0.38% -1,729 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 23,402 $2.71M 0.03% new 13F-HR/A Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 23,344 $2.71M 0.35% -874 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 23,010 $2.67M 0.08% -262 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,631 $2.62M 0.04% +17,357 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 22,500 $2.61M 1.36% -304 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,480 $2.61M 0.08% +21 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,342 $2.59M 0.08% +9,187 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 22,058 $2.56M 1.74% -282 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 20,375 $2.51M 2.04% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,500 $2.49M 0.24% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,417 $2.48M <0.01% +18,390 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 22,446 $2.47M 1.29% +20,651 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 21,272 $2.47M 1% +438 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 21,219 $2.46M 0.38% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,213 $2.46M 0.01% -1,612 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 21,074 $2.44M 0.16% +1 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,026 $2.44M 0.01% +4,890 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 20,891 $2.42M 0.05% +9,191 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 20,509 $2.38M 0.03% +140 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 20,323 $2.36M 0.44% +76 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 20,150 $2.34M 0.08% +3,050 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 19,290 $2.33M 0.88% -776 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 19,842 $2.3M 0.03% +16,505 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 19,814 $2.3M 0.09% -24 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,752 $2.29M 0.1% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 19,413 $2.25M 0.04% -3,247 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 19,226 $2.23M 0.28% new 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 18,677 $2.17M 1.94% 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 18,675 $2.17M 0.06% +492 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,594 $2.16M 0.07% -2,506 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 18,536 $2.15M 0.01% -9 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 18,247 $2.12M 0.81% +6,700 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 17,746 $2.06M 0.09% +53 13F-HR/A Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 17,544 $2.03M 0.13% -123 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 17,511 $2.03M 0.09% -235 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,303 $2.01M 0.09% +1,723 13F-HR Timeline 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 $1.97M 0.03% 0 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 16,939 $1.96M 0.24% +1,292 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 16,740 $1.94M 0.29% 0 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 16,739 $1.94M 0.57% +113 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 16,716 $1.94M 0.72% -527 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 16,683 $1.93M <0.01% -794 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 16,654 $1.93M 0.07% +1 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 16,647 $1.93M 0.58% +3,067 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,575 $1.92M 0.05% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 16,551 $1.92M 0.15% +383 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16,522 $1.92M 0.81% -1,697 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 16,382 $1.9M 0.37% -975 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 16,249 $1.88M 0.03% +1,185 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 16,116 $1.87M 0.02% +2,440 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 16,086 $1.86M 0.27% +560 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 15,940 $1.85M 0.41% -139 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,766 $1.83M 0.29% +215 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 15,634 $1.81M 1.12% -2,258 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,594 $1.81M 0.07% +2,853 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,588 $1.81M 0.05% +1,820 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 15,484 $1.8M 0.27% +2,164 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 15,303 $1.77M 0.74% +1,037 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,125 $1.75M 0.09% -650 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 15,050 $1.75M <0.01% 0 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,972 $1.74M 0.01% -942 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 14,875 $1.72M 0.05% +1,855 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 14,796 $1.72M 0.56% +11 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 14,601 $1.69M 1.26% +801 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 14,577 $1.69M 1% -24 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 14,450 $1.68M 0.27% -466 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,384 $1.67M 0.24% -468 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 14,345 $1.66M 0.18% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 13,613 $1.66M 1.49% +841 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 14,153 $1.64M 0.86% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 14,604 $1.64M 0.19% +846 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 15,854 $1.64M <0.01% +68 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 14,091 $1.63M 0.15% +760 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 13,973 $1.62M 0.87% +3 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 13,964 $1.62M 1.38% -267 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 13,750 $1.59M 0.17% +1 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,720 $1.59M 0.05% -573 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,248 $1.54M 0.19% -119,301 13F-HR/A Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 13,167 $1.53M 0.62% +1,507 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,869 $1.52M 0.05% +2,616 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 13,077 $1.52M 0.39% +2,475 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 13,046 $1.51M 0.92% -212 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 13,015 $1.51M 0.03% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,813 $1.49M 0.06% +49 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 12,750 $1.48M 0.78% +6 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 12,727 $1.48M 0.58% -28 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,094 $1.46M 0.19% +9,077 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 12,492 $1.45M 1.44% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,310 $1.43M 0.13% -11,977 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,232 $1.42M 0.36% +287 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 12,125 $1.41M 0.97% +561 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 12,098 $1.4M 0.5% -25,457 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 12,009 $1.39M 0.65% +2,973 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,994 $1.39M 0.02% -96 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,971 $1.39M 0.1% +1,845 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 11,945 $1.39M 0.04% +70 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,894 $1.38M 0.24% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 11,785 $1.37M 0.33% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 11,732 $1.36M 0.02% -5 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,708 $1.36M <0.01% -7,090 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 11,558 $1.34M 1.3% +12 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,554 $1.34M 0.15% +9,476 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,506 $1.33M <0.01% +1,925 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 11,422 $1.32M 0.2% -2,435 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,394 $1.32M 0.02% +560 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,339 $1.31M 0.16% -93 13F-HR Timeline