CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 18,331 $1.46M <0.01% +3,152 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 18,118 $1.44M 0.1% +1,346 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 17,623 $1.4M 0.73% -13,920 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 16,965 $1.38M 0.16% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,289 $1.37M 0.03% +1,359 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 17,155 $1.36M 0.82% +1,180 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 17,093 $1.36M 0.02% +2,170 13F-HR Timeline Group S. R. Schill & Associates More: the full row for S. R. Schill & Associates 16,867 $1.34M 0.81% +1,521 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 16,801 $1.33M 0.25% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,627 $1.32M 0.01% +196 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 16,394 $1.3M 0.22% -727 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 16,379 $1.3M 0.47% +5,189 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 16,207 $1.29M 1.12% 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 15,681 $1.26M 0.64% -206,622 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,837 $1.26M 0.03% -193 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,796 $1.25M 0.07% -7,310 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 15,699 $1.25M 0.04% +3,127 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 15,683 $1.25M <0.01% +803 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 15,658 $1.24M 0.42% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 15,587 $1.24M 0.08% +7,532 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,548 $1.23M 0.04% +7,440 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,314 $1.23M 0.2% -80 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 15,476 $1.23M 0.04% +210 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 15,438 $1.23M 0.52% +293 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,438 $1.23M 0.01% -13,261 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 15,226 $1.21M 0.1% -286 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 15,176 $1.21M 0.09% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,079 $1.2M 0.1% +7,663 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,927 $1.19M <0.01% +889 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,890 $1.18M 0.07% +127 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 14,861 $1.18M 0.1% +12,868 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 14,382 $1.14M 0.29% +663 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 14,307 $1.14M 0.08% -6,623 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 14,224 $1.13M 0.17% -2,906 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 14,188 $1.13M 0.73% -270 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Waterloo Capital, L.P. 13,837 $1.1M 0.06% -130 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,808 $1.1M 0.17% +1,810 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 13,770 $1.09M 0.46% -3 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 13,744 $1.09M 0.03% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 13,626 $1.08M 0.14% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,471 $1.07M 0.05% +6,642 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,414 $1.07M 0.03% +245 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 13,318 $1.06M 0.3% +9,125 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 13,267 $1.05M 2.97% +3 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,193 $1.05M 0.09% new 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for Nova Wealth Management, Inc. 10,704 $850K 0.47% -3,018 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,676 $848K 0.02% -336 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,644 $845K 0.06% +1,788 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,522 $836K 0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,188 $809K 0.14% -228 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,094 $802K 0.05% -1,867 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 10,081 $801K 0.57% +2,491 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,833 $799K 0.02% -944 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 9,950 $790K 0.3% +1,710 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,916 $788K 0.01% -133 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 9,803 $779K 0.63% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,739 $776K <0.01% +2,242 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 9,698 $770K 0.14% -1,575 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,645 $766K 0.05% +1,031 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 9,550 $758K 0.4% +1,959 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 9,510 $755K 0.21% +10 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 9,500 $754K 0.04% -55,500 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,459 $751K 0.01% -1,826 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,326 $741K 0.05% new 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. 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More: the full row for Independent Wealth Network Inc. 8,722 $693K 0.18% +1,849 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 8,685 $690K 0.02% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 8,658 $688K 0.1% +621 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,547 $679K <0.01% 0 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,470 $673K 0.02% 0 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 8,470 $673K 0.21% +1,566 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. 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