American National Bank of Texas More: the full row for American National Bank of Texas 58,096 $8.04M 7.66% +1,530 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 57,833 $8M 0.09% +4,316 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 57,237 $7.92M 0.06% +5,242 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 57,080 $7.9M 1.19% +2,826 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 56,500 $7.82M 0.06% +5,833 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 56,198 $7.77M 0.09% 0 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 51,380 $7.77M 0.61% +3,229 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 55,994 $7.75M <0.01% +15,398 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 55,810 $7.72M 1.9% +1,280 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 55,332 $7.65M 0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 55,083 $7.62M +7,518 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 54,963 $7.6M 0.87% +55 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 54,335 $7.52M 3.14% -957 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 54,178 $7.49M 1.65% -1,911 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 53,925 $7.46M 0.03% +7,175 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 53,876 $7.45M 0.96% -1,084 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 53,854 $7.45M 4.76% +4,187 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 53,814 $7.44M 0.09% -18,089 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 53,728 $7.43M 0.08% +3,694 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 53,065 $7.41M 0.07% -11,040 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 53,409 $7.39M 4.02% -729 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 53,405 $7.39M 0.41% +21,499 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 52,045 $7.2M <0.01% -314,998 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 51,657 $7.15M 0.06% +7,174 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 51,267 $7.09M 2.08% -130 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 50,841 $7.03M 0.01% -32,848 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 50,305 $6.96M 0.38% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 50,246 $6.95M 0.78% -81 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 49,748 $6.88M 1.42% -617 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 49,231 $6.81M 0.78% +1,449 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 49,133 $6.8M 0.02% -984 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 49,011 $6.78M 0.42% +43,456 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 48,944 $6.77M 0.01% -2,671 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 48,862 $6.76M 0.12% +2,100 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 47,423 $6.56M 0.16% +507 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 46,812 $6.48M 0.11% -292 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 45,992 $6.36M 0.1% +27,387 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 45,601 $6.31M 0.23% -1,074 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 45,374 $6.28M 0.07% +5,521 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 45,047 $6.23M 0.44% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 45,023 $6.23M 0.19% -750 13F-HR/A Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 44,785 $6.19M 0.14% 0 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 44,137 $6.11M 0.09% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 43,400 $6M 0.15% 0 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 43,173 $5.97M 4.45% -1,103 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 42,547 $5.89M 2.19% -163 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 42,296 $5.85M 0.64% -81 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 42,228 $5.84M 1.02% +2,789 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 41,829 $5.79M 0.19% +2,553 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 41,779 $5.78M 0.12% +1,819 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 41,642 $5.76M 0.03% +6,953 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 41,607 $5.76M 0.75% -311 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 41,390 $5.73M 2.76% -9,827 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 41,191 $5.7M 0.02% +94 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 41,106 $5.69M 0.08% +1,778 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 40,260 $5.57M 2.49% +182 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 39,903 $5.56M 0.04% +26,404 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 40,047 $5.54M 0.04% +11,047 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 39,641 $5.48M 0.47% -495 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 39,300 $5.44M 0.09% +5,860 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 39,264 $5.43M 0.13% -427 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 39,233 $5.43M 2.8% +1,333 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 38,839 $5.37M 0.76% +30 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 38,584 $5.34M 2.7% -1,393 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 38,498 $5.33M 0.96% -1,380 13F-HR/A Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 37,793 $5.23M 0.11% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 37,404 $5.17M 0.9% -298 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 37,198 $5.15M 2.08% -1,316 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 37,007 $5.12M 0.09% +2,415 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 36,991 $5.12M 0.03% -3,624 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 36,982 $5.12M 4.03% -615 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 36,936 $5.11M 2.65% -13,589 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 36,437 $5.04M 0.51% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 35,954 $5.02M 0.8% +8,013 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 35,760 $4.95M 0.01% -208,140 13F-HR Timeline Group Merited Wealth, LLC More: the full row for Merited Wealth, LLC 35,672 $4.93M 4.09% +30 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 35,625 $4.93M 0.58% +5 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34,995 $4.84M 0.09% +210 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 34,967 $4.84M 0.56% +23,441 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 34,859 $4.82M 0.01% +1,007 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 34,822 $4.82M 0.08% +14,758 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 34,747 $4.81M 2.02% -1,034 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 34,670 $4.8M 2.58% +63 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 34,434 $4.76M 0.69% -1,545 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 34,203 $4.73M 0.49% -184 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 34,185 $4.73M 0.13% +15,398 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 33,719 $4.66M 0.76% +540 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 33,694 $4.66M 1.49% +30,344 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 30,597 $4.62M 5.12% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 30,911 $4.58M 1.15% +40 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 33,042 $4.57M 0.1% +1,944 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 32,645 $4.52M 0.49% +215 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 32,357 $4.48M 0.09% +77 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 32,348 $4.47M 0.54% +1,061 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 32,346 $4.47M 0.08% +2,094 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 32,030 $4.43M 0.05% -405 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 31,606 $4.38M 0.42% +2,379 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 31,472 $4.35M 0.47% +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 31,457 $4.35M 0.06% -24 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 31,053 $4.3M 1.9% -430 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 31,587 $4.24M <0.01% +2,839 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 29,148 $4.03M 0.77% -638 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 28,802 $4.02M 0.24% +9,028 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 25,955 $4M 1.43% +35 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 28,637 $3.96M 0.02% +21,769 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 28,480 $3.94M 0.62% +1,207 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 28,258 $3.94M 0.35% -1,187 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 28,294 $3.91M 2.83% +2,573 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 28,121 $3.89M 1.31% +785 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 28,047 $3.88M 0.09% +22,551 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 27,798 $3.85M 0.56% 0 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 27,607 $3.82M 1.48% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 27,309 $3.78M 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 26,687 $3.69M 0.22% +1,603 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 26,660 $3.69M 0.02% -10,792 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 26,523 $3.67M 1.5% 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 26,459 $3.66M 1.08% -1,527 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 26,390 $3.65M 0.05% +6,647 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 26,194 $3.62M 1.63% -198 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 26,192 $3.62M 3.84% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 26,060 $3.6M 2.08% +5,980 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 23,757 $3.59M 0.59% +13,311 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 25,834 $3.57M 2.99% +722 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,770 $3.56M 0.17% -98 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 25,762 $3.56M +1,731 Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 25,568 $3.54M 0.04% -2,895 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 25,191 $3.48M 0.07% +286 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 24,923 $3.45M 0.33% +82 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 24,634 $3.41M 0.45% +931 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 24,569 $3.4M 1.08% -4,379 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 24,488 $3.39M 0.06% +2,906 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,465 $3.38M 0.24% +121 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 24,434 $3.38M 2.1% +10,174 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 24,295 $3.36M 1.46% -62 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24,264 $3.36M 0.02% -1,491 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,666 $3.27M <0.01% new 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 23,574 $3.26M 0.13% +1,294 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 23,327 $3.23M 2.14% +1,718 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 23,317 $3.23M 1.07% -125 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 23,302 $3.22M 2.36% 0 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 23,109 $3.2M 0.34% -5,089 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 20,602 $3.18M 0.09% +691 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22,968 $3.18M 0.05% -17,880 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 22,947 $3.17M +424 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,588 $3.12M 0.02% -7,175 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 22,326 $3.09M 0.06% -108 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 22,093 $3.06M 0.49% +9,365 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 22,091 $3.06M 0.03% +7,975 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 21,580 $2.98M 0.78% +1,562 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 21,529 $2.98M 0.36% +1,382 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 21,520 $2.98M 0.67% -484 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,500 $2.97M 0.24% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,409 $2.96M 0.07% -4,421 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,210 $2.93M <0.01% -7 13F-HR Timeline Group Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 20,737 $2.87M 2.26% +24 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 20,625 $2.85M 0.56% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 20,571 $2.85M 0.05% +16,340 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 20,496 $2.84M 1.87% -50 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 20,129 $2.78M 0.29% +863 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 20,122 $2.78M 0.16% -403 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 19,879 $2.75M 1.71% +3,485 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 19,823 $2.74M 0.07% -2,285 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 19,797 $2.74M 0.27% -1,661 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 19,355 $2.68M 0.06% -55 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 18,570 $2.68M 0.94% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 19,259 $2.66M 0.15% +3,167 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,087 $2.64M 0.1% +597 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,975 $2.62M 0.1% +1,953 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 18,843 $2.61M 1.07% +2,073 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 18,683 $2.58M 1.91% +5,540 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 18,579 $2.57M 0.39% -10,874 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 18,447 $2.55M 0.37% +12,599 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,899 $2.54M 0.06% +713 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 16,757 $2.53M 0.17% +634 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18,241 $2.52M 1.31% -6,348 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 18,042 $2.5M 0.08% -589 13F-HR Timeline Group HT Partners LLC More: the full row for HT Partners LLC 17,899 $2.48M 0.75% -211 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 17,804 $2.46M 0.39% +891 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 17,795 $2.46M 2.08% 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 17,672 $2.44M 0.94% -3,030 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 17,543 $2.43M 0.67% +329 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 16,272 $2.42M 0.22% -5 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 16,068 $2.42M 1.51% +886 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 17,462 $2.42M 0.33% +4,216 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 17,344 $2.4M 2.26% +42 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 21,427 $2.4M 1.3% 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 17,287 $2.39M 0.31% -546 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 17,208 $2.38M 0.07% +22 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,197 $2.38M <0.01% +267 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,094 $2.36M 0.07% +979 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 $2.35M 0.03% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 16,833 $2.33M 0.07% -196 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 16,560 $2.29M 0.3% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 16,435 $2.27M 1.07% +140 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,409 $2.27M 0.01% +7,171 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 16,393 $2.27M +10,180 Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 16,314 $2.26M 0.57% +254 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,304 $2.26M 0.05% -6 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,271 $2.25M 0.01% +826 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 16,255 $2.25M 0.4% -68 13F-HR Timeline