BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 116,200 $2.54M 0.76% +14,775 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 115,771 $2.53M 0.18% -3,054 13F-HR Timeline Group BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 112,422 $2.46M 1.41% -6,064 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 112,132 $2.45M 0.78% -16,851 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 112,018 $2.45M 0.13% -5,362 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 111,642 $2.44M 0.97% +2,487 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 111,421 $2.44M 0.13% +19,604 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 110,384 $2.42M 0.02% -5,453 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110,362 $2.42M 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 109,313 $2.39M 0.03% +230 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 106,608 $2.33M 0.35% +1,809 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 105,963 $2.33M 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 106,355 $2.33M 0.04% +29,330 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 105,866 $2.32M 0.01% +2,629 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 104,705 $2.29M 0.01% +22,510 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 104,565 $2.29M 0.91% +4,970 13F-HR/A Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 103,937 $2.28M 1.15% -1,897 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 102,972 $2.25M 1.36% +2,626 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 102,481 $2.24M 0.93% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 102,316 $2.24M 0.44% +725 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 92,000 $2.19M 0.21% +49,000 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 99,472 $2.18M new Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 98,276 $2.15M 0.02% +369 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 97,805 $2.14M 0.04% 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 95,784 $2.1M 0.07% +13,927 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 92,910 $2.03M 0.14% -5,440 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 92,592 $2.03M 0.25% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 92,384 $2.02M 0.04% +30,775 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 90,676 $1.98M 0.02% +39,420 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 89,599 $1.96M 0.14% +59,172 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 88,401 $1.94M 0.18% -10,305 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 87,981 $1.93M 1.21% +39,806 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 87,953 $1.93M 0.43% +6,567 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 86,861 $1.9M 0.85% +86 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 85,300 $1.87M <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 84,714 $1.85M 0.11% -4,069 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 84,533 $1.85M 0.19% +1,404 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 84,360 $1.85M 0.08% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 84,335 $1.85M 0.47% -15,079 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 83,399 $1.83M 0.19% -1,481 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 83,187 $1.82M 0.13% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 81,349 $1.78M 0.4% -2,482 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 79,271 $1.74M 0.13% -25,043 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 79,087 $1.73M 0.03% -5,166 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 77,860 $1.7M 0.5% -735 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 77,715 $1.7M 0.01% -3,495 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 77,578 $1.7M 0.05% -5,392 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 77,559 $1.7M 0.02% +175 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 76,878 $1.68M 0.11% -1,378 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 76,823 $1.68M <0.01% 0 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 74,185 $1.65M 0.49% +3,042 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 74,687 $1.64M 0.01% +946 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 74,475 $1.63M 0.05% +1,263 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 73,274 $1.6M 0.02% +15,869 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 73,215 $1.6M 1.55% +3,142 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 72,977 $1.6M 0.54% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 68,153 $1.6M 0.01% -110,000 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 72,036 $1.58M 0.54% -4,049 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 71,945 $1.57M 0.77% +2,594 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 71,890 $1.57M 0.06% +1,380 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 70,938 $1.55M 0.25% -403 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 70,406 $1.54M 0.35% new 13F-HR Timeline Group Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 70,275 $1.54M 0.58% +31,890 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 70,203 $1.54M 1.31% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 70,034 $1.53M 0.38% -7,647 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 69,967 $1.53M 0.43% -751 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 69,881 $1.53M 0.24% -723 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 69,689 $1.53M 0.65% +1,598 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 69,126 $1.51M 0.41% +15,002 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 69,052 $1.51M 0.31% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 68,735 $1.5M 1.34% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 67,173 $1.47M 0.02% -5,270 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 66,699 $1.46M 0.65% -1,027 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 66,638 $1.46M <0.01% +32,667 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 65,011 $1.42M 1.02% -1,350 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 64,841 $1.42M 0.01% +1,456 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 64,599 $1.41M 0.57% +390 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 64,355 $1.41M 0.17% +746 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 64,324 $1.41M 0.54% +824 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 63,237 $1.38M 0.34% -1,973 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 63,213 $1.38M 0.69% +1,600 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 63,025 $1.38M 0.12% +2,561 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 63,150 $1.38M <0.01% +6,045 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 62,784 $1.37M 0.54% -283 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 62,577 $1.37M 0.06% -16,142 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 62,527 $1.37M 0.25% -3,404 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 61,300 $1.34M 0.05% -22,512 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 60,628 $1.33M 0.05% +4,241 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 60,227 $1.32M <0.01% +3,675 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 60,091 $1.32M 0.35% +91 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 59,835 $1.31M 0.36% +380 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 59,385 $1.3M 0.12% +750 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 58,655 $1.28M 0.07% +19,566 13F-HR/A Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 57,675 $1.26M 0.37% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 57,580 $1.26M <0.01% new 13F-HR/A Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 57,528 $1.26M <0.01% +7,998 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 57,383 $1.26M 0.03% +6,820 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 56,288 $1.23M 0.24% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 56,232 $1.23M 0.08% +297 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 56,182 $1.23M 0.11% +512 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 53,149 $1.23M 0.1% -1,793 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 55,488 $1.21M 0.01% -15,970 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 55,360 $1.21M 0.07% +2,181 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 54,836 $1.2M 0.02% +8,708 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 54,206 $1.19M 0.24% -7,048 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 52,809 $1.16M 0.04% -13,409 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 52,753 $1.15M 0.42% +11,884 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 52,434 $1.15M 0.01% -21,444 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 52,283 $1.14M 0.6% +5,519 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 48,532 $1.13M 0.06% -2,169 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 51,665 $1.13M 0.34% -35,630 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 51,475 $1.13M 0.04% +970 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 51,294 $1.12M 0.26% +22,395 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50,623 $1.11M 0.03% +6,253 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 50,600 $1.11M 1.03% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 50,093 $1.1M 0.04% new 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 50,043 $1.1M 0.01% -207 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 49,621 $1.09M 0.14% -1,053 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 49,612 $1.09M 0.18% +1,323 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 49,348 $1.08M 0.01% +18,000 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 49,345 $1.08M 0.04% +8,344 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 49,332 $1.08M 0.07% +820 13F-HR/A Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 49,165 $1.08M 0.14% +1,496 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 49,070 $1.07M 0.05% -4,970 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 48,675 $1.07M 0.12% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 48,310 $1.06M 0.42% -1,414 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 48,215 $1.06M 0.24% -1,854 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 47,957 $1.05M 0.38% +22,879 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 47,691 $1.04M 0.09% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 47,505 $1.04M 0.42% +2,941 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 47,375 $1.04M 0.02% -1,151 13F-HR Timeline Group Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 47,300 $1.04M 0.01% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 51,465 $1.03M 0.58% +7,493 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 47,102 $1.03M 0.06% +6,865 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 46,678 $1.02M 0.39% +898 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 46,080 $1.01M 0.71% -2,100 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 46,002 $1.01M 0.24% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 45,565 $997K 0.11% +29,403 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 45,348 $993K 0.14% +1,739 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 45,330 $992K 1.08% -80 13F-HR Timeline J.W. COLE ADVISORS, INC. 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COLE ADVISORS, INC. 45,032 $986K 0.04% -4,142 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 44,954 $984K 0.04% +120 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 44,739 $979K 0.01% +10,140 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 44,235 $968K <0.01% +200 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 43,056 $942K <0.01% +1,945 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 43,000 $941K 0.04% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 42,958 $940K 0.07% +16,112 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 42,747 $936K 0.32% -29,588 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 42,535 $931K 0.07% -2,140 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 42,388 $928K 0.38% +767 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 42,378 $928K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 43,612 $919K 0.06% +301 13F-HR Timeline BANK OZK More: the full row for BANK OZK 41,163 $901K 0.37% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 40,769 $892K 0.09% -12,593 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 40,697 $891K 0.68% +1,089 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 40,459 $888K <0.01% +8,824 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 39,754 $870K 0.5% +400 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 38,997 $854K 0.52% +5,950 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 38,565 $844K 0.62% +3,168 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 38,562 $844K 0.07% -232 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 38,556 $844K 0.01% +351 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 37,931 $830K 0.03% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 37,464 $820K 0.04% +1,050 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 37,420 $819K <0.01% +1,495 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 37,086 $812K 0.07% +567 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 36,900 $808K 0.04% -3,600 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 36,200 $792K 0.06% -300 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 36,159 $792K 0.01% +4,980 13F-HR Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 36,072 $790K 0.75% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 33,908 $780K 0.02% -3,481 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 35,577 $779K 0.25% -42 13F-HR Timeline Savvy Advisors, Inc. 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