LPL Financial LLC More: the full row for LPL Financial LLC 741,229 $64.3M 0.02% +19,662 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 339,601 $29.5M 0.03% +29,171 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 309,408 $26.9M 0.04% -3,611 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 306,225 $26.6M 0.73% -3,249 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 260,889 $22.6M 0.01% +2,195 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 240,960 $20.9M <0.01% +4,278 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/ 162,971 $14.1M <0.01% +1,783 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 144,506 $12.4M 0.02% -21,105 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 141,535 $12.3M 0.01% -61,905 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 140,128 $12.2M 0.02% +4,630 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 118,169 $10.3M 6.82% +2,441 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 116,512 $10.1M 0.01% +38,865 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 104,854 $9.1M 0.01% -3,543 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 98,652 $8.56M 0.01% -44,189 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 89,098 $7.73M <0.01% +1,882 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 88,118 $7.65M 0.01% +29,570 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 82,795 $7.19M 0.02% -3,345 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 79,255 $6.88M 0.01% +19,742 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 76,683 $6.66M 0.26% +30,785 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 75,717 $6.57M 0.02% +10,652 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 75,290 $6.54M 3.75% -1,274 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 73,499 $6.38M 2.87% -2,836 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 71,133 $6.17M 0.49% -13,514 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 69,873 $6.06M 0.02% -20,975 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 67,000 $5.82M 3.94% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 50,005 $4.34M 0.01% -3,262 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 48,647 $4.22M 0.05% +5,245 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 47,768 $4.15M 0.1% +2,636 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,610 $4.13M 0.06% +2,842 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 47,043 $4.08M 1.54% -285 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 46,656 $4.05M 0.46% -170 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 46,464 $4.03M 0.27% -216 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 45,665 $3.96M 0.02% +10,060 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 43,265 $3.76M +4,345 Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 43,114 $3.74M 0.05% -1,408 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 42,324 $3.67M 0.24% -281 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 41,289 $3.58M 1.48% +45 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 39,889 $3.46M 0.04% +1,300 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 39,306 $3.41M 0.01% -610 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 39,304 $3.41M 0.62% -1,822 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 35,932 $3.12M 0.19% -861 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 35,517 $3.08M 0.08% +2,340 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 35,221 $3.06M +2,415 Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 35,148 $3.05M 0.12% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 34,401 $2.99M 0.02% -1,407 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,264 $2.97M 0.02% +8,652 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 34,029 $2.95M 0.04% +1,764 13F-HR Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 33,489 $2.91M 0.32% +7,139 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,128 $2.7M 0.01% +2,907 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 28,350 $2.46M 0.47% +450 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,334 $2.46M <0.01% +1,843 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 26,826 $2.33M 0.66% +1,825 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 26,535 $2.3M 0.91% +192 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 23,975 $2.09M 0.01% +14,420 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 23,101 $2.01M 0.04% -49 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 23,060 $2M 0.2% +75 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 23,012 $2M 0.1% +15,225 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 22,933 $1.99M 0.09% -114 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 20,467 $1.78M 1.13% -30,511 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,235 $1.76M <0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,269 $1.67M 0.06% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 18,720 $1.62M 0.08% +2,710 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 18,624 $1.62M 0.05% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,405 $1.6M 0.02% +49 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 18,400 $1.6M 1.25% -5,600 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,241 $1.58M 0.01% -206 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,107 $1.57M 0.01% +4,208 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,078 $1.57M <0.01% +405 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,062 $1.57M 0.01% +2,345 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 17,544 $1.52M <0.01% +2,006 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 17,510 $1.52M 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,216 $1.49M 0.11% +8,147 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,996 $1.48M <0.01% +6,235 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,833 $1.46M 0.04% +232 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,406 $1.42M 0.01% +95 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,944 $1.38M 0.03% -500 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 15,347 $1.33M 0.53% -191 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 15,105 $1.31M 0.21% +1,026 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,086 $1.31M 0.03% -33 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,050 $1.31M <0.01% -154 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,763 $1.28M 0.02% +1,489 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 14,164 $1.23M 0.43% -300 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,066 $1.22M 0.03% -1,934 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 14,013 $1.22M +432 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,944 $1.21M 0.01% +1,509 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,926 $1.21M 0.01% +1,537 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,375 $1.16M 0.08% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,139 $1.14M -194,425 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,134 $1.14M 0.02% -5,817 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 12,940 $1.12M 0.46% -135 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,624 $1.1M <0.01% -14,976 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,588 $1.09M 0.05% +873 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 12,158 $1.06M 0.09% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,156 $1.06M <0.01% -1,226 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 12,098 $1.05M 0.34% -133 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 11,854 $1.03M 0.21% +247 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,851 $1.03M 0.01% +568 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,762 $1.02M 0.04% -1,329 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,733 $1.02M 0.25% -249 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,537 $1M 0.05% new 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 11,252 $977K 0.09% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 11,296 $976K 0.53% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,083 $962K 0.63% -150 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,040 $958K 0.4% -92 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,903 $946K <0.01% 0 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,735 $932K 0.42% +2,079 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,669 $926K 0.01% +145 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,413 $904K 0.11% -375 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,090 $876K <0.01% -61 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 9,941 $863K 0.06% +2,268 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 9,798 $850K 0.16% -1,998 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,613 $834K 0.01% +1,623 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 9,660 $832K 0.58% -1,746 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,539 $828K <0.01% +29 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,513 $826K <0.01% -135 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,411 $817K 0.46% -1,606 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 9,227 $801K 0.27% -300 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 8,938 $776K 0.14% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,756 $760K 0.02% +85 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,743 $759K <0.01% +1,309 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,646 $750K 0.03% +404 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,533 $741K 0.01% +1,423 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 8,366 $727K 0.34% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,361 $726K 0.02% +2,852 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,349 $725K 0.03% +23 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,047 $698K 0.06% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 8,017 $696K 0.09% +257 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,940 $689K 0.03% +3,025 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,896 $685K 0.02% +71 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,860 $682K 0.08% -2,048 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,776 $675K 0.03% -41,000 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,605 $660K 0.05% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,495 $659K 0.07% +100 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,542 $655K 0.01% +167 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,365 $639K 0.06% +35 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,321 $636K 0.01% +394 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,301 $634K <0.01% +167 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,236 $628K 0.43% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,233 $628K 0.02% -85 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,218 $627K 0.31% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,195 $625K +2,300 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,983 $606K 0.01% -3,502 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,972 $605K 0.04% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,838 $594K 0.03% -173 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,511 $565K <0.01% +711 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 6,478 $562K 0.03% -43 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6,362 $552K 0.41% +1,332 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,255 $543K 0.03% -220 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 6,158 $535K 0.35% -50 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,100 $529K 0.16% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,891 $511K 0.06% -259 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,854 $508K 0.2% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,779 $502K 0.11% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,743 $498K 0.02% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,694 $494K 0.16% +175 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,681 $493K 0.01% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 5,612 $487K 0.3% +1,087 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,590 $485K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,690 $484K 0.04% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 5,491 $477K 0.33% -7,471 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,456 $474K <0.01% 0 13F-HR/A Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 5,430 $471K 0.21% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,339 $463K <0.01% -1,979 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,379 $454K 0.18% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,335 $454K 0.21% +100 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,995 $434K <0.01% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,863 $422K 0.03% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 4,838 $420K <0.01% +574 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4,699 $408K 0.19% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,600 $399K 0.26% -250 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,568 $397K 0.05% -320 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 4,557 $396K 0.09% +12 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,485 $389K <0.01% +64 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,485 $389K 0.08% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,483 $389K <0.01% -69 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,429 $384K 0.02% 0 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 $382K <0.01% 0 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,400 $382K 0.12% +613 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 4,400 $382K 0.24% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,360 $378K 0.01% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,338 $377K 0.01% -500 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,313 $374K 0.4% +125 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,299 $373K 0.3% 0 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,183 $363K 0.17% +50 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,079 $358K 0.03% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,066 $353K 0.05% -14 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,035 $350K 0.11% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,004 $348K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,000 $347K 0.12% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,902 $341K 0.01% +114 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,890 $338K 0.05% 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,885 $337K 0.03% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,880 $337K 0.04% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,865 $335K <0.01% 0 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,846 $334K 0.11% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,810 $331K <0.01% +470 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,800 $330K 0.1% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,755 $326K <0.01% +220 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,715 $322K 0.06% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,683 $320K 0.15% 0 13F-HR Timeline