LPL Financial LLC More: the full row for LPL Financial LLC 702,325 $73.7M 0.02% +20,913 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 376,351 $39.5M 0.04% +19,740 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 308,971 $32.4M 0.76% -757 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 305,487 $32.1M 0.01% +38,760 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 212,086 $22.3M <0.01% -12,553 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 196,834 $21.5M 0.04% +357 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 194,936 $20.5M <0.01% +14,755 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 185,333 $19.4M 0.02% -21,988 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 168,384 $17.7M +160,022 Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 155,707 $16.3M 0.08% new 13F-HR/A Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 133,709 $14.3M 2.78% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 134,891 $14.2M 0.02% +58,412 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 119,727 $12.6M -65,073 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 110,834 $11.6M <0.01% +25,651 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 107,823 $11.3M 0.01% -5,252 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 106,963 $11.2M 0.02% -3,003 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 98,581 $10.3M 0.01% +12,973 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 98,499 $10.3M 0.02% -3,226 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 95,087 $9.98M 0.01% +69 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 91,004 $9.55M 0.01% -7,503 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 83,079 $8.72M 0.05% +9,793 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 74,899 $7.86M 0.01% -2,019 13F-HR/A Timeline Group Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 67,253 $7.06M 3.76% -1,582 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 63,504 $6.66M 0.22% +1,125 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 62,415 $6.55M 2.56% -1,146 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 56,739 $5.95M 5.09% +644 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 56,657 $5.95M 0.18% +46,643 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 55,652 $5.84M 0.01% +5 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 52,688 $5.53M 0.1% +1,291 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 52,579 $5.52M 0.02% +1,342 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 50,478 $5.3M 0.08% +1,763 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 49,020 $5.14M 0.05% +2,155 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 47,577 $4.99M 0.06% +1,485 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 46,985 $4.93M 0.43% +312 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 46,092 $4.84M 0.01% -28,507 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 45,467 $4.77M 1.43% -10 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 44,343 $4.65M 0.01% +582 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 44,119 $4.63M 0.27% -1,311 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 44,113 $4.63M 0.01% -5,397 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 43,494 $4.56M 0.28% -500 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 42,659 $4.48M 0.05% -1,514 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 41,265 $4.33M -8,280 Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 36,715 $3.85M 0.07% new 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 36,699 $3.85M +1,816 Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 36,512 $3.83M 0.58% -1,820 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 36,385 $3.82M 0.15% +17,905 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 35,739 $3.75M 0.04% +30,419 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 35,178 $3.69M 0.04% +143 13F-HR Timeline Group Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 35,153 $3.69M 2.12% +8,490 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 34,062 $3.57M 0.17% -26 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 33,674 $3.53M 0.02% +19,006 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 32,097 $3.37M 0.36% -5,429 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 31,270 $3.28M 1.15% +2,322 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 31,105 $3.26M 0.07% +17,263 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 29,063 $3.05M 0.09% -649 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 28,994 $3.04M 0.01% -1,237 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,903 $3.03M 0.01% +14,502 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 30,626 $3.02M <0.01% +9,589 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 28,033 $3M 1.03% +2,895 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,451 $2.99M 0.01% -2,640 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 25,871 $2.77M 0.01% +1,410 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 24,740 $2.6M 0.44% +350 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,554 $2.58M 0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 23,213 $2.44M 0.04% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 22,468 $2.36M <0.01% -11 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 21,842 $2.29M 0.01% +7,889 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,632 $2.27M 0.01% +7,855 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,731 $2.18M 0.01% +1,995 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 20,460 $2.15M 0.04% +9,686 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,684 $2.07M <0.01% -1,693 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,381 $1.93M <0.01% -1,399 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,279 $1.92M <0.01% -425 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,893 $1.88M 0.01% -1,284 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,513 $1.84M 0.41% -1,185 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 16,923 $1.78M 0.01% -94 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,083 $1.69M 0.03% -300 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,523 $1.63M 0.01% -938 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 15,300 $1.61M 2.62% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,280 $1.6M 0.04% +281 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,192 $1.59M 0.03% -10 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 15,101 $1.58M 0.01% -19,093 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,850 $1.56M 0.06% -4,011 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 14,301 $1.5M 0.87% +880 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,177 $1.49M 0.02% +6,688 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 14,027 $1.47M 0.05% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,966 $1.47M <0.01% -130,751 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 13,791 $1.45M 0.44% +3,722 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 13,562 $1.42M +122 Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 12,888 $1.35M 0.11% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 12,761 $1.34M 0.34% +34 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.33M 0.32% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 12,605 $1.32M 0.16% +1,282 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,162 $1.28M 0.08% -1,842 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 12,156 $1.28M 0.91% +30 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,149 $1.27M <0.01% -45 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,112 $1.27M 0.01% -907 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,107 $1.27M 0.02% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 11,948 $1.25M 0.63% +296 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,672 $1.22M 0.1% +280 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,609 $1.22M 0.02% -2,676 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,052 $1.16M 0.4% +9,936 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 10,890 $1.14M 0.1% +103 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,879 $1.14M 0.02% +60 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 10,776 $1.13M 0.61% -250 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,466 $1.1M <0.01% +976 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,323 $1.08M <0.01% -5,044 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,293 $1.08M 0.24% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,148 $1.06M 0.09% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,091 $1.06M <0.01% 0 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,982 $1.06M +4,635 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,709 $1.04M 0.06% +3,793 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 9,265 $1.04M <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,699 $1.02M 0.02% -397 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,438 $990K <0.01% -51 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,083 $953K 0.13% +110 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,920 $936K 0.06% -685 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,863 $930K 0.15% +2,923 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,746 $918K 0.01% -1,986 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,729 $916K 0.04% +7,722 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,715 $914K 0.06% -173 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,528 $895K 0.05% -1,298 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,739 $891K 0.04% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,354 $877K 0.02% +60 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,047 $844K 0.06% +210 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,825 $821K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,821 $821K 0.01% -400 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,755 $814K 0.07% +100 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,726 $811K 0.01% +697 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,664 $804K 0.03% -6,294 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,605 $798K 0.05% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,072 $742K 0.08% +559 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,030 $738K 0.44% -80 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,958 $730K 0.03% +253 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,920 $726K 0.04% -55 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 6,915 $726K 0.01% 0 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 6,913 $725K 0.06% -152 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,875 $721K 0.08% -237 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 8,380 $711K 0.26% +1,080 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,708 $704K 0.5% +2,774 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,763 $693K <0.01% +4,292 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,600 $693K 0.18% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,511 $683K 0.02% -965 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,466 $678K 0.2% -425 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,324 $664K 0.26% -2,003 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,115 $642K 0.02% -1,327 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,059 $636K <0.01% +427 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,973 $627K 0.2% +1,808 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,884 $617K 0.06% +620 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,853 $614K 0.02% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5,760 $604K 0.22% -2,000 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,661 $594K 0.03% +998 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,646 $592K <0.01% 0 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,590 $587K 0.03% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,559 $583K 0.11% -220 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,681 $582K 0.01% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,498 $577K <0.01% -122 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 5,491 $576K 0.46% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 5,430 $570K 0.2% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,414 $568K 0.32% -744 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,386 $565K 0.25% -225 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,222 $559K 0.22% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,319 $558K 0.15% +1,520 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,253 $551K <0.01% +1,330 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 5,236 $549K 0.33% +262 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,141 $539K 0.01% +1,323 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,070 $532K 0.2% +1,130 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,287 $531K 0.02% +580 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,995 $524K <0.01% 0 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,992 $524K 0.09% +818 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 4,900 $514K 0.29% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,800 $504K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,722 $496K <0.01% +59 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,611 $484K 0.4% +65 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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