LPL Financial LLC More: the full row for LPL Financial LLC 681,412 $51.2M 0.01% -49,196 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 356,611 $26.8M 0.03% +7,735 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 309,728 $23.3M 0.6% +4,518 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 266,727 $20M 0.01% +6,854 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 224,639 $16.9M <0.01% -13,079 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 207,321 $15.6M 0.02% +57,471 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 196,477 $15.2M 0.03% -109,267 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 184,800 $13.9M +171,193 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 180,181 $13.5M <0.01% +12,947 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 144,717 $10.9M 0.01% +122,591 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 113,075 $8.49M 0.01% -17,916 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 109,966 $8.26M 0.02% +14,556 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 101,725 $7.64M 0.02% +18,051 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 98,507 $7.4M 0.01% -2,919 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 95,018 $7.14M 0.01% -30,024 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 85,608 $6.43M <0.01% +2,722 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 85,183 $6.4M <0.01% -10,934 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 76,918 $5.77M 0.01% -2,430 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 76,479 $5.74M 0.01% -64,943 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 74,599 $5.6M 0.01% -11,242 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 73,286 $5.5M 0.03% +22,665 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 68,835 $5.17M 3.06% +3,544 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 63,561 $4.77M 2.24% -4,660 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 62,379 $4.68M 0.17% -23,008 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 56,095 $4.21M 4.02% +986 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 55,647 $4.18M 0.01% -9,119 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 51,397 $3.86M 0.09% +1,919 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 51,237 $3.85M 0.02% +1,896 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 49,545 $3.72M +5,698 Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 49,510 $3.72M 0.01% +58 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 48,715 $3.66M 0.06% +10,215 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 46,865 $3.52M 0.04% +9,850 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 46,673 $3.5M 0.4% +216 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 46,092 $3.46M 0.04% -400 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 45,477 $3.41M 1.22% -901 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 45,430 $3.41M 0.22% +1,282 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 44,173 $3.32M 0.04% new 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 43,994 $3.3M 0.23% -1,641 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 43,761 $3.29M <0.01% +856 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 38,332 $2.88M 0.5% -763 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 37,526 $2.82M 0.35% +4,125 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 35,035 $2.63M 0.03% -6,670 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 34,883 $2.62M -331 Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 34,194 $2.57M 0.02% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 34,088 $2.56M 0.15% -755 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 33,866 $2.54M 0.08% -49,877 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 29,712 $2.5M 0.07% +303 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,091 $2.33M 0.01% -2,525 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 30,231 $2.27M 0.01% -1,437 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 28,948 $2.17M 0.84% +6,012 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 26,663 $2M 1.25% +15,655 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 25,138 $1.92M 0.89% -1,394 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 24,461 $1.86M 0.01% -2,339 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,554 $1.84M 0.01% +2,865 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 24,390 $1.83M 0.35% +160 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,290 $1.75M <0.01% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 23,213 $1.74M 0.03% +30 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 22,479 $1.69M <0.01% +10,152 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 21,377 $1.61M <0.01% -5,285 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,037 $1.53M <0.01% -378 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 20,911 $1.52M 1.5% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,780 $1.49M <0.01% +1,753 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,177 $1.44M 0.01% +2,297 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,861 $1.42M 0.07% +599 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,736 $1.41M 0.01% +330 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,704 $1.4M <0.01% +3,872 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 18,698 $1.4M 0.35% +7,015 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 18,689 $1.4M 0.28% +5,680 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 18,480 $1.39M 0.06% -6,051 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 17,017 $1.28M 0.01% +64 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,461 $1.24M <0.01% -245 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,383 $1.23M 0.03% -601 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 16,182 $1.22M 0.54% +2,618 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,367 $1.15M 0.01% -2,762 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,202 $1.14M 0.02% +10 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,999 $1.13M 0.03% +4,268 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,668 $1.1M 0.01% +5,699 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,401 $1.08M 0.01% +3,236 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,285 $1.07M 0.04% -1,461 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,004 $1.05M 0.08% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,958 $1.05M 0.05% -5,590 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,953 $1.05M 0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,842 $1.04M 0.04% +7,085 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,777 $1.03M <0.01% -2,359 13F-HR/A Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 13,440 $1.01M 0 Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 13,421 $1.01M 0.96% -183 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,019 $992K 0.01% -3,045 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 12,888 $968K 0.08% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 12,727 $956K 0.28% +193 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $952K 0.41% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,194 $916K <0.01% -645 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 12,150 $912K <0.01% +5,049 13F-HR Timeline Group Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 12,126 $911K 0.74% +3,026 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,107 $909K 0.02% -380 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 11,652 $875K 0.54% -229 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,392 $855K 0.08% new 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 11,323 $850K 0.11% +3,034 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,116 $835K 0.33% -10,078 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,026 $828K 0.51% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,819 $812K 0.01% +150 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 10,787 $810K 0.08% -465 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,774 $809K 0.03% +428 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,732 $806K 0.01% +4,335 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,293 $773K 0.13% -4,076 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,148 $762K 0.09% -165 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,096 $758K 0.01% -2,817 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,091 $758K <0.01% 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 10,069 $756K 0.26% -4,635 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,014 $752K 0.03% -822 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,826 $738K 0.05% -7,182 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 9,605 $721K 0.05% -336 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,490 $713K <0.01% -1,098 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,489 $713K <0.01% -20 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 8,973 $674K 0.11% -550 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,888 $667K 0.05% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,739 $646K 0.04% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 8,362 $628K -21,998 Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 8,327 $625K 0.28% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,294 $623K 0.02% +211 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,221 $617K 0.01% +700 13F-HR/A Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 7,837 $588K 0.05% -210 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 7,760 $583K 0.26% -40,618 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,674 $576K 0.02% +211 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,655 $575K 0.06% +300 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,613 $572K <0.01% -211 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,605 $569K 0.04% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,489 $562K 0.01% +423 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,476 $561K 0.02% -200 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,442 $559K 0.02% -4,881 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,112 $534K 0.07% -755 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,110 $534K 0.37% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,065 $531K 0.05% -300 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,029 $528K 0.01% -16 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,975 $524K 0.04% 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 6,915 $519K 0.01% -1,025 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,891 $517K 0.18% -94 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,705 $504K 0.02% +502 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,255 $503K 0.02% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,513 $489K 0.06% -1,191 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 6,158 $462K 0.29% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,632 $453K <0.01% +154 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,916 $451K 0.03% +226 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 5,940 $446K 0.08% -7,283 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 7,300 $440K 0.24% 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,779 $434K 0.09% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,347 $430K +1,320 Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,646 $424K <0.01% -3,000 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,620 $422K <0.01% -2,507 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,611 $421K 0.21% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,590 $420K 0.03% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 5,491 $412K 0.31% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,681 $412K 0.01% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,222 $406K 0.17% -101 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,320 $399K 0.01% -7,812 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,264 $395K 0.04% +804 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 5,148 $387K 0.27% -7,535 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,125 $385K 0.01% +1,032 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,995 $375K <0.01% 0 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 4,985 $374K 0.09% +436 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4,974 $373K 0.26% -1,431 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 4,900 $368K 0.23% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,800 $360K <0.01% +1,000 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,716 $354K -2,563 Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,698 $353K 0.04% -705 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,707 $351K 0.02% -4,136 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,663 $350K 0.02% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,663 $350K <0.01% +149 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,600 $345K 0.23% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,546 $341K 0.33% +131 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 4,500 $338K 0.01% new 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,485 $337K 0.07% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,480 $336K 0.02% +3 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,392 $330K 0.01% +54 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,360 $327K 0.01% 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. 4,301 $323K <0.01% +101 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,215 $317K 0.23% -11 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,215 $317K <0.01% +2,161 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,188 $314K 0.15% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,174 $313K 0.07% +125 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,165 $313K 0.11% -1,616 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,130 $310K <0.01% -535 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 4,128 $310K 0.04% +913 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 3,933 $309K 0.22% +64 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,057 $305K 0.01% -1,360 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,000 $300K 0.1% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,943 $300K 0.01% -62 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 3,940 $296K 0.13% new 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 3,934 $295K 0.26% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,923 $295K <0.01% -30 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,890 $292K 0.05% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,890 $292K 0.19% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,866 $290K 0.04% -200 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,865 $290K <0.01% 0 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 3,684 $289K <0.01% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,830 $288K 0.09% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,818 $287K 0.01% -24 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,800 $285K 0.09% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,799 $285K 0.1% -1,580 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,755 $282K <0.01% 0 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 3,752 $282K 0.01% +765 13F-HR Timeline