JSF Financial, LLC More: the full row for JSF Financial, LLC 244,608 $18.5M 2.97% +29,440 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 241,959 $18.3M 3.73% +1,438 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 241,931 $18.3M 0.3% +25,457 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 240,930 $18.2M 5.24% +4,085 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 240,889 $18.2M 5.32% +4,226 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 240,126 $18.1M 0.02% -4,754 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 234,194 $17.7M -7,991 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 234,174 $17.7M 0.07% +181,770 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 233,678 $17.6M 4.8% -1,611 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 232,160 $17.5M 1.84% +23,653 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 228,943 $17.3M 0.08% -2,131 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 228,192 $17.2M 2.1% -5,537 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 228,069 $17.2M 0.03% +21,361 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 226,229 $17.1M 0.22% -19,980 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 224,727 $17M 0.19% +8,062 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 223,830 $16.9M 4.95% +10,767 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 223,547 $16.9M 2.65% +11,007 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 220,618 $16.7M 0.42% -5,229 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 218,233 $16.5M 3.57% -2,847 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 216,851 $16.4M 5.02% +19,448 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 214,200 $16.2M 0.97% -54,696 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 212,782 $16.1M 1.88% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 205,888 $16M 0.41% -6,363 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 209,714 $15.8M 0.07% +5,944 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 208,539 $15.7M 0.09% +2,122 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 205,853 $15.5M 2.19% +554 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 204,868 $15.5M 6.96% +17,873 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 202,270 $15.3M 0.02% -7,346 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 200,040 $15.1M 0.67% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 197,676 $14.9M 0.54% +12,310 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 172,440 $14.9M 0.25% -416 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 196,065 $14.8M 1.85% +2,497 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 195,400 $14.8M 0.02% +71,432 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 194,746 $14.7M 2.29% +69,578 13F-HR Timeline DWM Financial Group, Inc. More: the full row for DWM Financial Group, Inc. 179,766 $14.6M 13.01% 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 187,221 $14.1M 0.13% 0 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 184,243 $13.9M 0.66% -117 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 183,362 $13.8M 0.99% +1,975 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 183,264 $13.8M +3,460 Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 183,087 $13.8M 3.46% -1,237 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 182,194 $13.8M 5.24% -4,802 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 180,105 $13.6M 16.13% -1,483 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 179,467 $13.6M <0.01% +6,788 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 177,803 $13.4M 3.16% -5,057 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 177,738 $13.4M 5.34% +1,538 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 176,990 $13.4M 7.59% +1,331 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 175,850 $13.3M 0.46% +39,940 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 175,224 $13.2M 0.24% +3,484 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 174,349 $13.2M 0.82% -320 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 173,052 $13.1M 1.28% -2,257 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 165,498 $12.5M 6.92% +6,418 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 165,248 $12.5M 0.95% -909 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 162,857 $12.3M 1.26% +26,994 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 162,235 $12.3M 0.07% +2,838 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 160,957 $12.2M 0.19% +1,664 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 160,529 $12.1M 8.84% +421 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 159,602 $12.1M 3.35% -724 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 158,839 $12M 0.16% +11,136 13F-HR/A Timeline ROGCO, LP More: the full row for ROGCO, LP 158,010 $11.9M 3.65% +10,010 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 156,618 $11.8M 1.17% +10,150 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 156,405 $11.8M 0.25% +5,103 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 154,581 $11.7M 1.43% +39,905 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 153,370 $11.6M 1.9% -41,321 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 153,145 $11.6M 0.1% new 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 152,876 $11.5M 0.13% -2,905 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 152,699 $11.5M 2.35% +11,167 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 151,885 $11.5M 1.27% +5,180 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 151,511 $11.4M 0.14% +5,260 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 150,646 $11.4M 0.56% +55,939 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 150,109 $11.3M 1.55% -1,536 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 149,964 $11.3M 0.25% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 149,714 $11.3M 0.34% +14,268 13F-HR Timeline Group Marino Management, LLC More: the full row for Marino Management, LLC 149,479 $11.3M 2.35% 0 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 149,297 $11.3M 7.62% -503 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 149,054 $11.3M 0.92% +16,192 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 147,594 $11.1M 4.9% -2,747 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 146,190 $11M 2.18% +4,054 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 145,131 $11M 3.99% -1,140 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 144,266 $10.9M 2.42% +20,699 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 143,524 $10.8M 1.21% -10,030 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 143,120 $10.8M 8.66% -13,982 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 141,590 $10.8M 1.53% +113 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 142,505 $10.8M 0.64% +9,222 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 139,369 $10.5M 0.59% +30,275 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 138,128 $10.4M 0.04% +5,159 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 137,841 $10.4M 2.78% +14,720 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 137,167 $10.4M 1.37% +65,594 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 135,621 $10.2M 1.63% -205,434 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 131,980 $9.97M 7.86% -918 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 131,886 $9.96M 0.3% -5,911 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 131,621 $9.94M 2.92% +11,841 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 131,576 $9.94M 3.38% +9,846 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 128,254 $9.92M 0.19% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 131,129 $9.9M 6.94% -4,327 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 129,807 $9.8M 3.31% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 129,743 $9.8M 0.29% +10,677 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 317,153 $9.76M 3.23% +184,650 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 128,990 $9.74M 0.22% -4,005 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 129,101 $9.73M 0.83% +791 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 128,823 $9.73M 0.74% -1,926 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 128,169 $9.68M 0.4% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 127,922 $9.66M 0.1% -1,710 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 126,913 $9.58M 1.25% +38,041 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 126,904 $9.58M 3.47% -4,134 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 126,318 $9.54M 1.81% +6,377 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 126,011 $9.52M 0.5% -7,533 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 125,884 $9.51M 0.18% +401 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 125,816 $9.5M 2.55% -791 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 125,744 $9.49M 1.08% +21,589 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 125,399 $9.47M 5.22% +125,399 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 125,220 $9.46M 0.09% -6,161 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 123,603 $9.33M 3.95% +33,075 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 123,538 $9.33M 2.05% -9,934 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 122,905 $9.28M 4.37% -8,900 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 122,575 $9.26M 1.3% +13,375 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 120,038 $9.06M 1.25% +2,223 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 119,988 $9.06M 0.5% -649 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 118,298 $8.93M 0.3% -30,971 13F-HR Timeline Group WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 118,207 $8.93M 2.81% -184 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 118,131 $8.92M 0.03% +1,871 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 117,933 $8.91M 1.91% -4,037 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 116,916 $8.83M 0.18% +63,844 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 116,638 $8.81M 2.4% +756 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 115,740 $8.74M 0.89% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 114,383 $8.64M 0.42% -3,667 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 113,862 $8.6M 0.11% +87,069 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 113,506 $8.57M 0.55% +6,580 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 113,149 $8.54M 6.25% -13,118 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $8.5M 2.03% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 112,372 $8.49M 3.87% -7,870 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 111,410 $8.41M 1.65% +2,414 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 111,023 $8.38M 0.22% -9,071 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 110,566 $8.35M 0.16% +2,758 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 109,777 $8.29M 0.08% +75,473 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 109,489 $8.27M 0.22% -17,031 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 109,438 $8.26M 1.39% +10,144 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 106,717 $8.06M 3.46% +400 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 106,205 $8.02M 0.01% +14,432 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 106,103 $8.01M 2.56% -2,178 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 105,275 $7.95M 1.6% -24 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 104,950 $7.92M 1.71% +10,292 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 104,830 $7.92M 0.7% +14 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 104,607 $7.9M 0.15% -9,826 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 104,567 $7.9M 0.12% +6,850 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 104,387 $7.88M 1.92% -1,043 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 104,170 $7.87M 0.07% +76,310 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 103,871 $7.84M 0.95% +14,167 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 103,583 $7.82M 6.33% -1,567 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 102,963 $7.77M 2.6% +2,034 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 102,542 $7.74M 3.88% +1,738 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 101,985 $7.7M 0.29% +44,871 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 100,889 $7.62M 1.8% +10,180 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 100,720 $7.61M 0.64% -301 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 100,576 $7.59M 3.33% +2,322 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 100,000 $7.55M 1.98% 0 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 99,931 $7.55M 6.05% -10,142 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 99,913 $7.54M 1.35% -99 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 99,824 $7.54M 0.34% +140 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 99,800 $7.54M 0.77% -34 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 99,464 $7.51M 5.78% -9,848 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 99,415 $7.51M 1.26% +8,448 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 98,289 $7.42M 0.11% 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 98,043 $7.4M 0.49% +57 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 97,670 $7.38M 2.46% -2,226 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 97,319 $7.35M 0.08% +49,645 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 96,854 $7.31M 4.05% +13,015 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 96,466 $7.28M 0.62% -2,952 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 96,279 $7.27M 0.47% +61 13F-HR Timeline MOTCO More: the full row for MOTCO 96,088 $7.26M 0.62% +17,444 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 95,810 $7.24M 0.01% -3,740 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 94,937 $7.23M 0.43% +15,482 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 87,728 $7.21M 2.17% +13,994 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 95,210 $7.19M 6.18% +231 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 94,874 $7.16M 1.02% +2,062 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 94,734 $7.15M 4.81% +14,029 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 94,552 $7.14M 1.73% -10,156 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 94,105 $7.11M 0.02% -30,300 13F-HR Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 93,314 $7.05M 0.99% +14,114 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 92,600 $6.99M 0.08% +41,230 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 92,315 $6.97M 3.2% +4,276 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 91,204 $6.89M 1.29% -1,688 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 89,851 $6.78M 0.22% -64,301 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 89,415 $6.75M 1.43% -1,761 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 89,155 $6.73M 1.69% +1,119 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 88,555 $6.69M 2.4% +724 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 87,752 $6.63M 3.14% -436 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 87,616 $6.62M 0.63% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 87,210 $6.59M 2.56% +9,941 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 87,075 $6.58M 0.3% -19,177 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 86,982 $6.57M 0.07% -6,277 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 86,883 $6.56M 0.08% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 86,531 $6.53M 0.03% +7,650 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 86,239 $6.51M 0.58% +188 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 86,000 $6.49M 0.03% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 85,868 $6.48M 1.2% -2,192 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 85,557 $6.46M 0.01% -11,907 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 84,861 $6.41M 0.57% +8,075 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 84,588 $6.39M 2.38% +11,098 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 84,448 $6.38M 0.96% -4,403 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 84,294 $6.37M 0.14% -44,750 13F-HR Timeline