LPL Financial LLC More: the full row for LPL Financial LLC 730,608 $58.7M 0.02% -10,621 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 348,876 $28M 0.03% +9,275 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 335,927 $27M 0.05% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 305,744 $24.6M 0.03% -3,664 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 305,210 $24.5M 0.64% -1,015 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 259,873 $20.9M 0.01% -1,016 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 237,718 $19.1M <0.01% -3,242 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/ 167,234 $13.4M <0.01% +4,263 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 149,850 $12M 0.01% +8,315 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 141,422 $11.4M 0.02% -3,084 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 130,991 $10.5M 0.01% -9,137 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 125,042 $10.1M 0.01% +8,530 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 101,426 $8.15M 0.01% -3,428 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 96,117 $7.72M <0.01% +7,019 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 95,410 $7.67M 0.02% +25,537 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 85,841 $6.9M 0.01% -2,277 13F-HR/A Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 85,387 $6.86M 0.25% +8,704 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 83,743 $6.73M 0.22% +48,595 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 83,674 $6.72M 0.02% +879 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 82,886 $6.66M <0.01% -15,766 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 79,348 $6.38M 0.01% +93 13F-HR/A Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 68,221 $5.48M 2.53% -5,278 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 67,000 $5.38M 3.7% 0 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 65,291 $5.25M 3.02% -9,999 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 64,766 $5.21M 0.01% -10,951 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 55,109 $4.43M 4.56% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 50,621 $4.07M 0.02% +16,357 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 49,478 $3.98M 0.09% +1,710 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 49,452 $3.97M 0.01% -553 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 49,341 $3.97M 0.02% +3,676 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 48,378 $3.89M 1.56% +7,089 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 46,492 $3.74M 0.04% -2,155 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 46,457 $3.73M 0.4% -199 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 46,378 $3.73M 1.34% -665 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 45,635 $3.67M 0.24% -829 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 44,148 $3.55M 0.23% +1,824 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 43,847 $3.52M +582 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 42,905 $3.45M 0.01% +3,599 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 41,705 $3.35M 0.04% +1,816 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 39,095 $3.14M 0.55% -209 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 38,500 $3.09M 0.06% +2,983 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 37,015 $2.97M 0.03% +2,986 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 35,214 $2.83M -7 Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 34,843 $2.8M 0.17% -1,089 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 33,616 $2.7M 0.01% +2,488 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 33,401 $2.68M 0.3% -88 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 31,668 $2.55M 0.01% -2,733 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 30,360 $2.44M +12,816 Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 29,409 $2.36M 0.1% +10,785 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 26,800 $2.15M 0.01% +2,825 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,662 $2.14M <0.01% -1,672 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 26,532 $2.13M 1.01% +15,236 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 26,359 $2.12M 0.61% -467 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 24,531 $1.97M 0.09% +1,519 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 24,230 $1.95M 0.37% -4,120 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 23,183 $1.86M 0.03% +82 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 22,936 $1.84M 0.72% -3,599 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,126 $1.78M <0.01% new 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 21,793 $1.75M 0.18% -1,267 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 21,689 $1.74M 0.01% +3,627 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,415 $1.72M <0.01% +4,419 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 20,911 $1.69M 1.66% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 19,548 $1.57M 0.07% +828 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,406 $1.48M 0.01% +1 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,262 $1.47M 0.07% -4,671 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,129 $1.46M 0.01% -112 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,027 $1.45M <0.01% -51 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,706 $1.45M 0.01% +300 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,008 $1.37M 0.09% -208 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,984 $1.37M 0.03% +151 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 16,953 $1.36M 0.01% 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,880 $1.36M 0.01% -1,227 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,136 $1.3M <0.01% +2,192 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,064 $1.29M 0.01% +1,301 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,192 $1.22M 0.02% +106 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,832 $1.19M <0.01% -218 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 14,704 $1.18M 0.4% +540 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 14,369 $1.15M 0.18% -736 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,004 $1.13M 0.08% -57,129 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,607 $1.09M +468 Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 13,604 $1.09M 1.05% 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 13,564 $1.09M 0.5% +2,829 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 13,440 $1.08M -573 Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,839 $1.07M <0.01% +3,300 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 13,223 $1.06M 0.2% +3,425 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 13,204 $1.06M 0.05% +616 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,132 $1.06M 0.01% -34,478 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 13,009 $1.05M 0.2% +1,155 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,913 $1.04M 0.03% -1,153 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.03M 0.44% -12,940 13F-HR Timeline Amount filed as zero, left out of ratios. PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 12,683 $1.02M 0.61% -7,784 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 12,534 $1.01M 0.31% +436 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,487 $1M 0.02% -647 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 12,348 $992K 0.57% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,327 $991K <0.01% -297 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,323 $990K 0.05% +561 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,683 $939K 0.23% -50 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 11,252 $904K 0.09% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,194 $900K 0.35% +154 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,165 $897K 0.01% -2,761 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,026 $886K 0.54% -57 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 11,008 $885K 0.5% +5,396 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 11,881 $876K 0.53% +2,221 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,836 $871K 0.03% +2,475 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,746 $869K 0.02% -198 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,757 $865K <0.01% -146 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,731 $862K 0.03% +1,975 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 $857K 0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,588 $851K <0.01% -1,568 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,346 $832K 0.03% +9,696 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,313 $829K 0.1% -100 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,206 $820K <0.01% +116 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 9,941 $799K 0.05% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 9,762 $785K 0.69% 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,523 $765K 0.12% +585 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,509 $764K <0.01% -4 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,204 $740K 0.01% -2,647 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 9,100 $731K 0.61% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,969 $721K 0.01% +436 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,936 $718K 0.03% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,843 $712K 0.03% +2,005 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 8,739 $702K 0.04% -4,636 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 8,646 $695K <0.01% +3,190 13F-HR Timeline Group GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 8,327 $679K 0.3% -39 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,331 $670K 0.02% -18 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 8,289 $666K 0.08% -3,869 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 8,127 $653K <0.01% +826 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,083 $650K 0.02% +187 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,047 $647K 0.05% 0 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 7,940 $638K 0.01% new 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 7,867 $632K 0.08% -150 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,824 $629K <0.01% -919 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,704 $619K 0.07% -156 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,676 $617K 0.02% -100 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,605 $611K 0.05% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,521 $605K 0.01% +200 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 7,468 $600K 0.37% -110,701 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,463 $600K 0.02% +230 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,365 $592K 0.06% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,355 $591K 0.06% -140 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,279 $585K +84 Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,110 $571K 0.38% -126 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 7,101 $571K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 7,066 $568K 0.01% -2,547 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,045 $566K 0.01% -497 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,985 $561K 0.19% -2,242 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,975 $561K 0.04% +3 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,848 $550K <0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,757 $543K 0.02% -12,512 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,500 $522K 0.15% +400 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6,405 $515K 0.37% +43 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,397 $514K 0.01% -586 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,255 $503K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,203 $499K 0.02% -275 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 6,158 $495K 0.31% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,781 $465K 0.17% -73 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,779 $464K 0.1% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,681 $462K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,690 $457K 0.03% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,611 $451K 0.22% -1,607 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,590 $449K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,478 $440K <0.01% -1,033 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,417 $435K 0.01% -3,229 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,403 $434K 0.05% -488 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,379 $432K 0.15% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,323 $428K 0.19% -12 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 5,491 $424K 0.29% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,995 $401K <0.01% 0 13F-HR Timeline Group Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 4,900 $394K 0.24% +500 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4,700 $378K 0.17% +1 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,665 $375K <0.01% -173 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,663 $375K 0.02% -200 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,600 $370K 0.25% 0 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 4,549 $366K 0.09% -8 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,514 $363K <0.01% 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,485 $360K 0.07% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,477 $360K 0.02% +48 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,460 $358K 0.04% +1,634 13F-HR Timeline ETF Store, Inc. 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