Apella Capital, LLC More: the full row for Apella Capital, LLC 55,537 $7.83M 0.15% +18,294 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 55,508 $7.83M 0.31% +2,700 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 55,292 $7.8M 3.31% +728 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 54,960 $7.75M 1% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 54,908 $7.75M 0.86% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 54,530 $7.69M 1.92% +779 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 54,254 $7.65M 1.16% +2,705 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 54,138 $7.64M 4.1% -6,023 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 53,517 $7.55M 0.08% +2,471 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 51,995 $7.33M 0.05% +7,999 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 51,615 $7.28M 0.01% +18,888 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 51,397 $7.25M 2.19% +403 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 51,217 $7.22M 3.56% +9,942 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 50,899 $7.18M 0.01% +7,024 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 50,732 $7.16M 0.54% -40,264 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 50,667 $7.15M 0.06% -2,449 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 50,525 $7.13M 3.36% -4,375 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 50,365 $7.1M 1.42% -1 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 50,327 $7.1M 0.78% +296 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 50,305 $7.1M 0.38% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,117 $7.07M 0.02% +3,914 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 50,034 $7.06M 0.08% +12,552 13F-HR Timeline Group Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 49,667 $7.01M 4.12% +1,099 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 48,151 $6.98M 0.59% +4,171 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 48,739 $6.88M 2.52% 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 48,281 $6.81M <0.01% +42,918 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 47,782 $6.74M 0.78% +748 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 47,565 $6.71M -296 Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 46,725 $6.71M 0.23% +5,006 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 47,104 $6.64M 0.12% +572 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 46,916 $6.62M 0.15% +598 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 46,762 $6.6M 0.12% -1,846 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 46,750 $6.59M 0.02% +341 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 46,675 $6.58M 0.24% -7,513 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 45,773 $6.46M 0.24% +2,147 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 44,785 $6.32M 0.1% -1,804 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 44,483 $6.27M 0.07% -1,819 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 44,276 $6.25M 4.95% +4,132 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 44,137 $6.23M 0.09% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 42,377 $6.18M 0.71% -775 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 43,605 $6.15M 2.04% 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 43,400 $6.12M 0.14% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 42,710 $6.02M 2.18% -358 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 41,918 $5.91M 0.78% -213 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 41,097 $5.8M 0.02% +6,647 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 40,848 $5.76M 0.09% +18,192 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 40,615 $5.73M 0.03% +2,534 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 39,439 $5.73M 0.97% +3,819 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 40,596 $5.73M <0.01% +9,428 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 40,136 $5.66M 0.49% -835 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 40,078 $5.65M 2.14% +3,988 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 39,977 $5.64M 2.84% -923 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 39,960 $5.64M 0.12% +70 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 39,878 $5.63M 1.03% -1,882 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 39,853 $5.62M 0.07% +5,390 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 39,691 $5.6M 0.12% -741 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 39,328 $5.55M 0.08% -866 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 39,276 $5.54M 0.18% +20,763 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 38,809 $5.47M 0.75% +1,216 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 38,514 $5.43M 2.32% -2,235 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 37,900 $5.35M 2.78% 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 37,793 $5.33M 0.11% +2,274 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 37,702 $5.32M 0.96% -17 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 37,597 $5.3M 4.6% 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 37,452 $5.28M 0.02% +18,602 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 35,979 $5.08M 0.69% -887 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 35,781 $5.05M 2.2% -868 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 35,642 $5.03M 4.66% 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 35,620 $5.02M 0.6% -900 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34,785 $4.91M 0.09% -896 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 34,495 $4.9M 0.01% -80,137 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,689 $4.89M 0.03% -8,705 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 34,607 $4.88M 2.55% +3,601 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 34,592 $4.88M 0.09% +77 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 34,387 $4.85M 0.44% -5,117 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,852 $4.78M 0.01% +3,814 13F-HR Timeline Group POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 33,592 $4.74M 0.02% +29,006 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 33,440 $4.72M 0.09% +467 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 33,179 $4.68M 0.75% -4 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 32,435 $4.58M 0.05% -123 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 32,430 $4.57M 0.52% -31 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 32,280 $4.55M 0.09% +252 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 31,906 $4.5M 0.24% +10,340 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 30,871 $4.48M 1.08% +4,564 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 31,483 $4.44M 2.04% +1,160 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 31,481 $4.44M 0.06% -9,143 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 31,471 $4.44M 0.45% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 31,287 $4.41M 0.53% +417 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 31,098 $4.39M 0.09% +3,114 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 30,252 $4.27M 0.08% +1,519 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 29,786 $4.2M 0.79% -2,573 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 29,763 $4.2M 0.02% 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 29,453 $4.16M 0.36% +7,782 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29,445 $4.13M 0.37% +50 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 29,227 $4.13M 0.38% +9,119 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 29,000 $4.09M 0.03% 13F-HR/A Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 28,948 $4.08M 1.24% +25,843 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 28,748 $4.08M <0.01% +3,222 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 28,463 $4.01M 0.04% +1,210 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 28,198 $3.98M 0.46% 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 27,986 $3.95M 1.14% -330 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 29,120 $3.94M 0.1% +744 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 27,941 $3.94M 0.69% +14,703 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 27,798 $3.92M 0.55% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 27,794 $3.88M 0.01% +26,043 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 27,336 $3.86M 1.44% +219 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 27,309 $3.85M 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 27,273 $3.85M 0.6% +1,963 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 25,920 $3.83M 1.47% +310 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 26,957 $3.8M 1.07% -7,226 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 26,392 $3.72M 1.69% +299 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 26,192 $3.69M 3.72% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,868 $3.65M 0.18% +13,015 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 25,830 $3.64M 0.08% -462 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25,755 $3.63M 0.02% -3,330 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 25,721 $3.63M 2.76% 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 25,112 $3.54M 3.16% +1,220 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 25,084 $3.54M 0.22% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,905 $3.51M 0.07% -9,955 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 24,841 $3.5M 0.35% +66 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 24,589 $3.47M 2.23% -216 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 24,357 $3.44M 1.6% -590 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,344 $3.43M 0.25% -355 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 24,031 $3.39M +7,151 Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 23,703 $3.34M 0.41% +2,562 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 23,442 $3.31M 1.17% +107 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 23,302 $3.29M 2.4% 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 22,523 $3.18M 0.01% +19,126 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 22,434 $3.16M 0.05% +346 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 22,280 $3.14M 0.12% -494 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 22,108 $3.12M 0.07% +297 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 22,004 $3.1M 0.72% -1,909 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 21,609 $3.05M 2% +907 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,582 $3.04M 0.06% +5,451 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,500 $3.03M 0.24% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 21,458 $3.03M 0.29% -151 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,217 $2.99M <0.01% -201 13F-HR Timeline Group Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 20,713 $2.92M 2.42% +305 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 20,702 $2.92M 1.42% 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 20,546 $2.9M 1.96% +1,110 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 20,525 $2.9M 0.17% -206 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 20,018 $2.85M 0.64% +887 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 20,147 $2.84M 0.34% +1,122 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 20,080 $2.83M 1.63% +16,352 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 20,064 $2.83M 0.05% +629 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,911 $2.81M 0.12% -6 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 19,774 $2.79M 0.16% +9,471 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 19,743 $2.78M 0.04% +1,778 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 19,410 $2.74M 0.06% -1 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 18,570 $2.73M 0.64% -718 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 19,266 $2.72M 0.28% +860 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,787 $2.65M 0.07% +203 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 18,631 $2.63M 0.08% -594 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,605 $2.62M 0.05% +1,223 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,490 $2.61M 0.1% +457 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 17,833 $2.58M 0.31% +23 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 18,110 $2.55M 0.76% -29 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 17,302 $2.44M 2.82% 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 17,214 $2.43M 0.71% +929 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 17,186 $2.42M 0.08% +228 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,029 $2.4M 0.07% +80 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,022 $2.4M 0.09% +4,923 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 $2.4M 0.03% 0 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 16,930 $2.39M <0.01% -152 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16,913 $2.39M 0.45% +121 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 16,277 $2.37M 0.22% -1,399 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 16,770 $2.37M 1% +2,865 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 16,757 $2.36M 0.51% -19,229 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,186 $2.35M 0.06% +3,354 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 16,560 $2.34M 0.29% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 16,499 $2.33M 0.57% -14 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 16,394 $2.31M 1.25% +6,014 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 16,325 $2.3M 0.71% -1,294 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 16,323 $2.3M 0.42% +85 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,310 $2.3M 0.05% -365 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 16,295 $2.3M 1.1% +423 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 16,123 $2.27M 0.17% +498 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,115 $2.27M 0.07% -236 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 16,092 $2.27M 0.13% -83,412 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 16,085 $2.27M <0.01% -100 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 16,060 $2.27M 0.57% -293 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 15,836 $2.23M 0.01% -2,580 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 15,182 $2.23M 1.52% 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 15,805 $2.23M 6.76% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 15,789 $2.23M 0.25% +7,152 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 15,699 $2.21M 0.13% -1,239 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 15,585 $2.2M 0.53% +3,051 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,511 $2.19M 0.25% -115 13F-HR Timeline SC&H Financial Advisors, Inc. 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