Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 8,479 $630K 0.01% +1,537 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,439 $627K 0.01% +1,592 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 8,436 $627K 0.02% -99 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,413 $625K 0.01% -1,650 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,409 $625K 0.01% -3,137 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,201 $623K 0.03% +269 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 8,368 $622K 0.07% -840 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 8,325 $619K 0.39% +43 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 8,320 $619K 0.06% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,291 $616K 0.06% +1,001 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 8,231 $612K 0.03% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,183 $608K 0.01% +3,785 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 8,157 $606K 0.02% +2,119 13F-HR Timeline Confluence Wealth Services, Inc. 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Co. 6,953 $519K 0.06% +3,235 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 6,971 $518K 0.42% +1 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,961 $517K 0.05% -1,615 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,961 $517K 0.03% -2,378 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,957 $517K 0.22% +15 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 7,100 $517K 0.45% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 6,936 $516K 0.27% -588 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 56,377 $515K 0.03% +10 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 6,914 $514K 0.38% +20 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 6,903 $513K 0.31% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,901 $513K 0.01% -77 13F-HR Timeline BAILARD, INC. 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