IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 44,984 $5.78M 0.04% -1,412 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 44,785 $5.76M 0.14% +857 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 44,612 $5.73M 2.22% -476 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 44,069 $5.66M 0.1% -59 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 43,777 $5.63M 0.06% +21,146 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 43,400 $5.58M 0.11% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 43,153 $5.55M 0.75% -165 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 42,939 $5.52M 0.06% +2,951 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 42,919 $5.52M 0.12% +5,061 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 42,699 $5.49M 0.7% +2,016 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 41,940 $5.39M 0.01% +8,358 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 41,344 $5.36M 0.23% +3,720 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 41,641 $5.35M 0.51% -315 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 41,321 $5.31M 1.07% +1,316 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 41,026 $5.26M 1.74% -2,205 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 40,890 $5.26M 1.83% +4,158 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 40,617 $5.22M 3.15% +472 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 40,612 $5.22M <0.01% -31,794 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 40,045 $5.15M 2.8% -510 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 39,823 $5.13M 0.54% +26,729 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 39,913 $5.13M 2.89% -2,926 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 39,854 $5.12M 0.11% -1,146 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 39,735 $5.11M 0.23% +4,027 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 39,695 $5.1M <0.01% -4,770 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 38,695 $4.98M 0.13% +4,069 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 31,548 $4.95M 5.84% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 38,084 $4.89M 0.08% -363 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 37,979 $4.88M 0.97% -501 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 37,902 $4.87M 0.01% +3,041 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 37,842 $4.86M 0.03% -214 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 37,365 $4.8M 0.74% +317 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 37,206 $4.78M 1.51% -6,689 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 36,975 $4.75M 0.5% -3,737 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 36,649 $4.71M 0.65% -60 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 36,461 $4.69M 2.37% -435 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 36,187 $4.65M 0.86% +5,630 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35,132 $4.52M 0.04% -3,498 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 34,888 $4.48M 0.94% +1,286 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34,834 $4.48M 0.09% +1,091 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 34,080 $4.38M 0.1% +2,404 13F-HR Timeline Group ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 33,476 $4.3M 0.05% -41,348 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 32,460 $4.17M 0.05% +3,098 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 32,336 $4.16M 0.56% +29 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 32,232 $4.14M 0.01% +11,206 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 32,163 $4.13M 0.02% +960 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 32,084 $4.12M 0.05% +7,952 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,974 $4.11M 0.12% new 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 31,917 $4.1M 0.09% +150 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 31,471 $4.04M 0.44% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 31,356 $4.03M 0.82% +1,795 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 31,031 $3.99M 0.01% +54 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 31,011 $3.99M 2.77% +232 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 30,878 $3.97M 0.06% +3,012 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 30,413 $3.91M 2.02% -6,026 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 30,360 $3.9M 0.54% +472 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 29,947 $3.85M 0.04% +6,545 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,721 $3.82M 0.08% +411 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 28,894 $3.73M 0.37% -563 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 28,934 $3.72M 0.08% +5,924 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 28,548 $3.67M 0.03% +2,139 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 28,168 $3.62M 1.57% -965 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 27,940 $3.59M 1.13% +847 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 27,819 $3.58M 1.96% +21,163 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 27,798 $3.57M 0.56% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 27,679 $3.56M 0.06% -250 13F-HR/A Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 27,535 $3.54M 0.47% -172 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,610 $3.51M 0.09% +18,325 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 29,719 $3.45M 0.74% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 26,332 $3.38M 1.68% -1,010 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 26,223 $3.37M 1.45% +15,556 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 26,192 $3.37M 4.36% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 26,188 $3.37M 0.49% -309 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 26,074 $3.35M 0.25% +2,184 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 25,987 $3.34M 1.72% +3,929 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 25,986 $3.34M 0.27% +917 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 25,783 $3.31M 0.14% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 25,514 $3.28M 0.07% +3,172 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 25,333 $3.26M 0.11% -46 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 25,287 $3.25M 0.61% -213 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 25,033 $3.22M 0.34% +893 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 24,597 $3.16M 1.61% +490 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,266 $3.12M 0.27% +170 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 24,145 $3.1M 0.8% -40 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,926 $3.07M 0.08% +10,206 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 23,410 $3.01M 1.35% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 23,393 $3.01M 0.35% +49 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 23,365 $3M 4.26% -44,155 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 23,044 $2.96M 1.38% +1,772 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 22,986 $2.94M <0.01% -911 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22,560 $2.9M 0.05% -2,135 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 22,314 $2.87M 0.35% +3,088 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 22,165 $2.85M 0.07% -6,256 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 21,980 $2.82M 0.05% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 21,566 $2.77M 0.17% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 21,549 $2.77M 0.34% -2,311 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,500 $2.76M 0.25% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 21,437 $2.76M 0.28% -70,068 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,418 $2.75M <0.01% +1 13F-HR Timeline Group Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 21,156 $2.72M 2.55% 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 21,034 $2.7M 0.82% +4,387 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 21,018 $2.7M 2.18% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 20,335 $2.61M 0.43% +12 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 19,290 $2.58M 0.67% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 19,832 $2.55M 0.01% -1,381 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 19,821 $2.55M 0.06% +1,146 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 19,769 $2.54M 0.09% -45 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,752 $2.54M 0.1% 0 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 19,658 $2.53M 0.77% -4,757 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 19,630 $2.52M 0.25% new 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 19,030 $2.45M 2.04% +353 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 18,877 $2.43M 0.01% +341 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,874 $2.43M 0.06% +3,286 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 21,436 $2.41M 1.13% -1,010 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,615 $2.39M 0.07% +21 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 18,473 $2.37M 0.32% +2,387 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 18,366 $2.36M 0.14% +822 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 18,346 $2.36M 0.67% +3,550 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 18,257 $2.35M 0.03% -1,585 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,091 $2.33M 0.09% +18,011 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 17,860 $2.3M 0.09% +349 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 17,830 $2.29M 0.01% +8,691 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 17,808 $2.29M 0.09% +62 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,558 $2.26M 0.09% +255 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 17,300 $2.22M <0.01% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 17,243 $2.22M 0.25% +304 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 17,211 $2.21M 0.77% +689 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 $2.18M 0.03% 0 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 16,884 $2.17M 0.03% -2,529 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 16,861 $2.17M 0.59% +122 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 16,777 $2.16M 0.03% +528 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 16,683 $2.14M <0.01% 0 13F-HR/A Timeline Group EWA, LLC More: the full row for EWA, LLC 16,653 $2.14M 0.67% -63 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16,655 $2.14M 0.07% +1 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,575 $2.13M 0.04% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 16,560 $2.13M 0.3% -180 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 16,302 $2.1M 1.46% +1,701 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 16,219 $2.08M 0.36% -163 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 16,189 $2.08M 0.16% +1,805 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 16,136 $2.07M 0.42% +196 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 16,076 $2.07M 0.15% -475 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 16,049 $2.06M 0.28% +565 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 15,881 $2.04M 0.76% +578 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 $2.04M <0.01% 0 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,674 $2.01M 0.28% -92 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,603 $2M 0.07% +9 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 15,406 $1.98M 1.06% -228 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,386 $1.98M 0.01% +414 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,320 $1.97M 0.07% -7,160 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 15,050 $1.93M <0.01% 0 13F-HR/A Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 14,736 $1.91M 0.19% +132 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 14,851 $1.91M 0.05% -24 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 14,723 $1.89M 0.15% +632 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 14,674 $1.89M 0.01% -1,442 13F-HR Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 14,542 $1.87M 0.66% +1,375 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 14,345 $1.84M 0.18% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 14,154 $1.82M 0.86% +1 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 14,030 $1.8M 1.35% +66 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 14,013 $1.8M 1.01% -564 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 13,979 $1.8M 0.86% +6 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,818 $1.78M 0.08% -1,307 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 13,596 $1.75M 1.49% -17 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 13,384 $1.72M 0.41% +307 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 13,238 $1.7M 0.58% +10,395 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,229 $1.7M 0.18% -19 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 13,212 $1.7M 0.06% +5,509 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,814 $1.69M 0.05% -55 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 13,150 $1.69M 0.15% -11,901 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 13,148 $1.69M 0.82% +398 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13,048 $1.68M 0.02% +1,054 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,935 $1.66M 0.04% +5,735 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 12,894 $1.66M 0.6% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,868 $1.65M 0.05% +55 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 12,834 $1.65M 0.2% -11,402 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,817 $1.65M 0.13% +507 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 12,683 $1.63M 0.05% +738 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 12,664 $1.63M 0.54% -63 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 12,443 $1.62M 1.31% +885 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 12,505 $1.61M 1.41% +13 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,497 $1.61M 0.16% -1,253 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 12,410 $1.59M 0.98% +285 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,399 $1.59M 0.02% +667 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,389 $1.59M 0.39% +157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 12,197 $1.57M 0.04% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 11,767 $1.52M 0.03% -30,599 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,527 $1.48M 0.18% -27 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11,437 $1.47M 0.65% -1,184,969 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,363 $1.46M 0.17% +24 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,304 $1.45M 0.22% +1,395 13F-HR/A Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 11,268 $1.45M 0.69% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,055 $1.42M 0.06% +289 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,044 $1.42M 0.06% +987 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 11,040 $1.42M 1.01% +677 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 11,013 $1.42M 1.2% +5,416 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,919 $1.4M <0.01% -789 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,819 $1.39M 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,782 $1.39M 0.02% -612 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 10,770 $1.38M 0.21% -3,680 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 10,726 $1.38M 0.66% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,701 $1.38M 0.01% -581 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,686 $1.37M 0.22% -1,208 13F-HR Timeline