LPL Financial LLC More: the full row for LPL Financial LLC 502,772 $37.5M 0.02% +28,821 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 325,959 $24.3M 0.76% -6,632 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 325,470 $24.2M 0.05% -7,574 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 248,618 $18.5M 0.01% 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 207,461 $15.5M <0.01% +12,640 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 207,067 $15.4M 0.02% -543 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 138,969 $10.4M 0.02% +8,776 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 125,104 $9.32M 0.13% -1,399 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 123,550 $9.2M <0.01% -1,051 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 121,388 $9.04M 0.02% +36,100 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 111,001 $8.27M 0.01% +40,346 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 106,953 $7.97M 8.66% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 105,334 $7.85M 0.01% +93,543 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 92,904 $6.92M 0.02% +14,324 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 84,492 $6.66M 0.38% +187 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 83,582 $6.23M 0.6% +1,742 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 83,011 $6.18M <0.01% -14,100 13F-HR/A Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 77,269 $5.76M 2.91% -2,586 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 77,100 $5.74M 3.93% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 69,247 $5.16M <0.01% +4,093 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 61,902 $4.61M 0.01% +76 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 61,617 $4.59M 0.01% -1,980 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 59,321 $4.42M 0.06% +1,822 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,940 $4.32M 0.01% +4,025 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 57,221 $4.26M 0.01% -28,253 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 55,386 $4.13M 0.01% +269 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 51,318 $3.82M 0.2% +33,677 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,839 $3.71M 0.01% +2,621 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 48,360 $3.6M 0.27% +75 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 47,987 $3.57M 1.59% -392 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 46,724 $3.48M 0.05% +144 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 46,123 $3.44M 0.5% +380 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 45,046 $3.36M 0.02% -834 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 44,333 $3.3M 0.65% -684 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 42,536 $3.17M 0.04% -60 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 42,157 $3.14M 0.1% +2,998 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 41,420 $3.08M 0.19% -809 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 40,276 $3M 0.14% +8,400 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 38,383 $2.86M +5,054 Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 36,856 $2.75M 0.21% -690 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 35,875 $2.67M <0.01% +4,702 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 35,667 $2.66M <0.01% +11,386 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 34,655 $2.58M 0.04% -361 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,440 $2.56M 0.01% 0 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 34,201 $2.55M 2.64% -9,755 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 33,251 $2.48M 0.03% +2,390 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 33,211 $2.47M 0.04% +280 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 29,218 $2.18M +2,654 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,964 $2.16M 0.01% +1,150 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 27,750 $2.07M 0.44% +200 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 27,318 $2.03M 0.42% +1,573 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 26,382 $1.97M 0.02% +285 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 25,005 $1.86M 0.01% +3,190 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 24,554 $1.83M 0.02% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 23,982 $1.79M 0.23% -1,112 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 23,397 $1.74M 0.01% +609 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 22,333 $1.66M 0.04% -120 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 21,806 $1.62M <0.01% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 20,120 $1.5M 0.06% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 19,134 $1.43M 0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 19,134 $1.43M 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,006 $1.34M 0.02% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 17,597 $1.31M 0.62% -1,585 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 17,168 $1.28M 0.02% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 17,173 $1.28M 0.52% +2 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,771 $1.25M 0.01% +207 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 16,503 $1.23M 0.38% +1,129 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 16,400 $1.22M 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,027 $1.19M 0.01% -671 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,732 $1.17M 0.07% +480 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 15,366 $1.14M 0.51% -118 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,953 $1.14M 0.03% -1,021 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,200 $1.13M <0.01% +601 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 15,127 $1.13M 0.03% -357 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,055 $1.12M 0.01% -392 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14,836 $1.11M 0.04% +3 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,490 $1.08M <0.01% -450 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,847 $1.03M <0.01% -594 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 13,566 $1.01M +8,801 Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,372 $996K 0.11% +7,929 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 13,115 $977K 0.47% -325 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,043 $972K 0.03% +10,950 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,976 $967K 0.06% -107 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,639 $941K 0.09% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 12,404 $924K 0.01% +620 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 12,170 $907K <0.01% +5,146 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 12,037 $897K 0.22% +112 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,992 $893K 0.24% +6 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 11,956 $891K 0.11% -1,833 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,747 $875K 0.36% +51 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,575 $862K <0.01% -3,617 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 11,440 $855K <0.01% -10 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,461 $854K 0.05% +30 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,333 $844K 0.68% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,254 $838K 0.04% +2,957 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 11,218 $836K 0.48% 0 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,184 $833K 0.01% +1,361 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,078 $825K <0.01% +2,105 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,053 $823K 0.4% +113 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,025 $821K <0.01% +1,799 13F-HR/A Timeline Group INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 10,415 $817K 0.77% -38,574 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,793 $804K <0.01% -997 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,215 $761K 0.02% -1,675 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,976 $743K 0.03% +762 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 9,933 $740K 0.33% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,873 $735K <0.01% +34 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 9,761 $727K 0.04% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,414 $701K <0.01% +297 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,395 $699K 0.01% -740 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,357 $697K 0.02% -719 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 9,102 $678K 0.26% +356 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,997 $670K 0.07% -173 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,782 $654K 0.05% +4 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,747 $652K 0.02% +205 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,771 $650K 0.04% +229 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,699 $648K 0.02% +131 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,381 $624K 0.05% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 8,378 $624K 0.37% +6 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,319 $620K <0.01% -6,296 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,300 $618K 0.05% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,256 $615K 0.01% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,962 $593K 0.08% -39 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,821 $583K 0.03% -312 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,814 $582K 0.01% +243 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 7,613 $567K <0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,576 $564K 0.05% +219 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,453 $555K 0.03% -648 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,320 $545K 0.08% +701 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,268 $541K 0.06% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,236 $539K 0.46% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,110 $530K 0.01% +200 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 7,100 $529K 0.19% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,049 $525K 0.06% +887 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,998 $521K 0.01% -32 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 6,793 $506K 0.1% +100 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,695 $499K <0.01% -46 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,669 $497K 0.03% +251 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,472 $482K 0.04% +3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,300 $469K 0.02% +19 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 6,208 $462K 0.36% +1,575 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,088 $454K <0.01% -580 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,044 $450K <0.01% +2,396 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 5,920 $441K 0.06% +500 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,884 $438K <0.01% +1,402 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,736 $427K 0.24% +604 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,681 $425K 0.01% 13F-HR/A Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,669 $422K 0.11% +1 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,590 $416K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,480 $408K <0.01% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,456 $406K <0.01% 0 13F-HR/A Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,448 $406K 0.19% -214 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,442 $405K 0.27% +2,114 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,391 $402K 0.29% 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 5,150 $384K 0.03% +775 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,040 $375K <0.01% new 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 $372K <0.01% 0 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,888 $364K 0.06% +2 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,850 $361K 0.26% -100 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,797 $357K 0.32% -48 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 4,723 $352K 0.09% -24 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4,699 $350K 0.23% 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,671 $348K 0.43% -1,846 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,658 $347K 0.01% +70 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,596 $342K 0.16% -1,221 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,585 $342K 0.08% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,578 $341K 0.02% -10,214 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,487 $334K <0.01% +147 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,429 $330K 0.03% +210 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,425 $330K 0.04% -600 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,400 $328K <0.01% 0 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,395 $327K 0 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,360 $325K <0.01% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,331 $323K 0.02% -29 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,293 $320K 0.03% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,250 $317K 0.12% +450 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,205 $313K <0.01% -266 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,176 $311K 0.01% 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,160 $310K 0.05% -2,300 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,145 $309K 0.13% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,133 $308K 0.16% -15 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,104 $306K 0.01% new 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,097 $305K 0.06% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,069 $303K 0.02% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,055 $302K 0.01% -2,305 13F-HR Timeline Ameliora Wealth Management Ltd. 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