LPL Financial LLC More: the full row for LPL Financial LLC 721,567 $62.3M 0.02% +150,747 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 313,019 $27.1M 0.04% -5,723 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 310,430 $26.8M 0.03% +24,912 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 309,474 $26.7M 0.78% -7,987 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 258,694 $22.3M 0.01% +16,186 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 236,682 $20.4M <0.01% +27,345 13F-HR/A Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 230,265 $19.9M 0.04% new 13F-HR/A Timeline Group Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 219,327 $18.9M 0.42% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 207,564 $17.9M -9,436 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 203,440 $17.6M 0.03% +10,992 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 165,611 $14.3M 0.03% -6,562 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 161,188 $13.9M <0.01% -112 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 142,841 $12.3M 0.01% +28,136 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 135,498 $11.7M 0.02% -9,763 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 115,728 $10M 8.36% +4,686 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 108,397 $9.36M 0.01% -9,976 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 90,848 $7.85M 0.02% +19,872 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 87,216 $7.53M <0.01% +6,867 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 86,140 $7.44M 0.02% -8,854 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 84,647 $7.31M 0.6% -387 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 58,548 $7.01M 0.02% -21,620 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 77,647 $6.71M 0.01% -347,379 13F-HR Timeline Group Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 76,564 $6.61M 4.21% -1,201 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 76,335 $6.59M 3.17% -150 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 67,000 $5.79M 4.45% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 65,065 $5.62M 0.01% +1,406 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 59,513 $5.14M 0.01% -201 13F-HR/A Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 53,267 $4.6M 0.01% +2,362 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 50,978 $4.4M 3% -999 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 48,776 $4.21M 0.18% +300 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 47,328 $4.09M 1.67% -119 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 46,826 $4.04M 0.52% +491 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 46,680 $4.03M 0.29% -1,240 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 45,898 $3.96M 0.16% +63 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 45,132 $3.9M 0.11% +873 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 44,522 $3.85M 0.05% +3,882 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 44,768 $3.8M 0.06% +24,371 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 43,402 $3.75M 0.04% +1,541 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 42,605 $3.68M 0.26% +1,717 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 41,244 $3.56M 1.56% +9,933 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 41,126 $3.55M 0.69% -3,394 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 39,916 $3.45M 0.01% +3,364 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 38,920 $3.36M +722 Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 38,589 $3.33M 0.05% +3,533 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 37,804 $3.27M 0.02% -4,573 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 36,793 $3.18M 0.22% -5,456 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 35,808 $3.09M 0.02% -4,194 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 35,605 $3.08M 0.01% +11,772 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 33,177 $2.87M 0.09% -1,858 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 32,806 $2.83M +1,525 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 32,265 $2.79M 0.04% -1,928 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,221 $2.44M 0.01% -30 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 27,900 $2.41M 0.49% +340 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 27,600 $2.38M <0.01% +13,349 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,491 $2.29M 0.01% +5,234 13F-HR Timeline DLD Asset Management, LP More: the full row for DLD Asset Management, LP 30,000 $2.28M 0.27% new 13F-HR/A Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 26,350 $2.28M 0.27% +10,197 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 26,343 $2.28M 0.94% -1,048 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,612 $2.21M 0.02% -1,046 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 25,001 $2.16M 0.71% +4,496 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 24,000 $2.07M 2.12% +8,599 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 23,150 $2M 0.04% +878 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 23,047 $1.99M 0.12% +7,446 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 22,985 $1.99M 0.22% -234 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,032 $1.82M <0.01% -9,679 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 20,120 $1.74M 0.07% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 20,158 $1.71M 0.31% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,951 $1.64M 0.04% +5,259 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,447 $1.59M 0.01% +848 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,356 $1.59M 0.02% +400 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,673 $1.53M <0.01% +864 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 17,510 $1.51M 0.02% +326 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,601 $1.45M 0.04% -50,834 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,444 $1.42M 0.03% +3,813 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,311 $1.41M 0.01% +1,256 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 16,255 $1.4M 0.07% +932 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 16,010 $1.38M 0.07% -2,930 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,000 $1.38M 0.04% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,717 $1.36M 0.01% +337 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 15,538 $1.34M <0.01% +942 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 15,538 $1.34M 0.58% +211 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,204 $1.31M <0.01% +200 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,119 $1.31M 0.03% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 14,464 $1.25M 0.47% -381 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 14,079 $1.22M 0.24% +993 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,899 $1.2M 0.01% +3,801 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 13,581 $1.17M -100 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,382 $1.16M <0.01% +3,460 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 13,375 $1.15M 0.11% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,274 $1.15M 0.02% +9,274 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,091 $1.13M 0.05% +1,294 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 13,075 $1.13M 0.48% +60 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 12,962 $1.12M 0.84% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,435 $1.07M 0.01% +300 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,389 $1.07M 0.01% +106 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 12,231 $1.06M 0.38% -103 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,982 $1.03M 0.27% -10 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,796 $1.02M 0.22% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,715 $1.01M 0.05% -251 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 11,607 $1M 0.25% -293 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 11,296 $976K 0.53% +3,181 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,283 $974K 0.01% -10,516 13F-HR/A Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 11,252 $972K 0.09% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,233 $970K 0.74% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,132 $962K 0.45% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 11,406 $954K 0.76% +363 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 11,017 $952K 0.08% -1,444 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,903 $942K <0.01% +1,007 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,788 $932K 0.13% +2,522 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,761 $917K <0.01% +2,138 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,524 $909K 0.01% -1,980 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,485 $906K 0.02% -145 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 10,290 $889K 0.44% -3,067 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,151 $877K <0.01% -796 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 9,908 $856K 0.1% +3,443 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,648 $833K <0.01% -304 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 9,527 $823K 0.34% -201 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,510 $821K <0.01% -846 13F-HR Timeline Group WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 9,472 $818K 0.26% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,555 $812K 0.01% -65 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,069 $783K 0.06% +287 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 8,982 $776K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,899 $769K 0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,671 $749K 0.03% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,656 $748K 0.39% +1,356 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 8,366 $723K 0.37% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,326 $719K 0.03% +673 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,242 $712K 0.03% +204 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,047 $695K 0.06% -950 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,990 $690K 0.02% -18,601 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 7,953 $687K 0.12% +1,000 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,825 $676K 0.02% -1,013 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,787 $673K 0.04% -89 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,760 $670K 0.09% +1,780 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,673 $663K 0.05% -708 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,605 $657K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,434 $642K <0.01% +1,970 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,395 $639K 0.08% +3,200 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,375 $637K 0.01% +432 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,330 $633K 0.06% +62 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,318 $632K 0.02% -1,241 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,318 $632K <0.01% -7,263 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,218 $623K 0.32% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,134 $616K <0.01% +199 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,236 $614K 0.45% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,110 $614K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,011 $606K 0.03% -662 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,972 $602K 0.05% +500 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,927 $598K 0.01% -1,161 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,521 $563K 0.03% -310 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,475 $559K 0.03% -250 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 6,208 $536K 0.37% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,150 $531K 0.07% -1,277 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,100 $527K 0.18% -1,000 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 6,085 $526K 0.04% +125 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,000 $518K <0.01% new 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,854 $506K 0.22% +515 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,800 $501K <0.01% +154 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,779 $499K 0.11% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,690 $491K 0.04% +447 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,681 $484K 0.01% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,590 $483K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,583 $482K 0.01% +876 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,519 $477K 0.23% +1,163 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,509 $476K 0.02% +1,859 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,456 $471K <0.01% 0 13F-HR/A Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 5,430 $469K 0.23% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,235 $452K 0.23% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,030 $434K 0.37% +2,002 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,995 $431K <0.01% 0 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,915 $425K 0.02% 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,895 $423K 0 Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,888 $422K 0.06% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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