Summit Financial, LLC More: the full row for Summit Financial, LLC 274,907 $20M 0.31% +132 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 273,359 $19.9M 6.27% -6,329 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 270,705 $19.7M 4.11% +15,443 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 270,506 $19.7M 2.35% +8,457 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 270,454 $19.7M 0.13% -162,673 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 269,069 $19.6M 1.09% -10,397 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 265,106 $19.3M 1.04% +154,755 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 262,888 $19.1M 2.84% -8,623 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 258,741 $18.8M 0.08% -30,167 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 257,693 $18.8M 6.09% +21,509 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 257,416 $18.7M 0.28% +26,788 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 255,720 $18.6M 0.14% +59,961 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 253,270 $18.4M 3.47% +824 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 253,207 $18.4M 1.07% -2,406 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 249,102 $18.1M +24,014 Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 245,535 $17.9M 6.89% -18,528 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 241,376 $17.6M 4% -9,193 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 241,122 $17.5M 6.41% -1,952 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 236,846 $17.2M 3.82% +207,186 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 235,148 $17.1M 4.13% -1,838 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 226,961 $16.5M 6.33% -1,350 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 224,896 $16.4M 0.19% +47,891 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 220,641 $16.1M 2.15% +26,158 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 218,787 $15.9M 1.12% +4,095 13F-HR/A Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 218,042 $15.9M 9.73% -1,019 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 215,893 $15.7M 0.45% +9,239 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 215,646 $15.7M 2.39% +6,123 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 214,303 $15.6M 0.31% +45,091 13F-HR Timeline Fore Capital, LLC More: the full row for Fore Capital, LLC 208,000 $15.1M 19.17% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 207,384 $15.1M 0.1% +2,729 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 207,238 $15.1M 0.22% +35,018 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 207,123 $15.1M 5.29% -4,019 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 207,028 $15.1M 0.58% +5,249 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 206,701 $15M 0.31% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 204,746 $14.9M 1.11% +5,801 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 204,670 $14.9M 1.26% +7,808 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 203,663 $14.8M 4.71% +98 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 203,287 $14.8M 0.3% +5,749 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 202,668 $14.7M 9.26% -6,378 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 200,692 $14.6M 5.65% +129,946 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 200,457 $14.6M 0.25% -76,151 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 200,010 $14.6M 2.27% +3,240 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 199,509 $14.5M 0.02% +2,449 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 198,674 $14.5M 3.73% +2,230 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 197,460 $14.4M 9.18% -2,997 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 195,577 $14.2M 0.65% +63,116 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 190,860 $13.9M 1.51% -2,291 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 190,826 $13.9M 1.32% +26,032 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 190,051 $13.8M 0.09% +21,834 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 188,104 $13.7M 0.16% -869,956 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 187,002 $13.6M 2.64% -588 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 186,739 $13.6M 0.24% +240 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 186,736 $13.6M 14.07% -10,673 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 186,346 $13.6M 0.04% -2,928 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 186,105 $13.5M 3.31% +23,507 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 185,859 $13.5M 3.19% +85,919 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 185,240 $13.5M 0.8% +8,400 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 184,238 $13.4M 0.91% +68,765 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 182,341 $13.3M 0.67% -1,744 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 182,284 $13.3M 7.38% +11,000 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 180,260 $13.1M +60,029 Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 178,734 $13M 6.25% +2,230 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 162,693 $13M 1.23% +585 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 177,608 $12.9M 3.02% +3,404 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 177,535 $12.9M 1.66% +59,045 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 173,391 $12.6M 0.37% +55,937 13F-HR Timeline Group Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 172,804 $12.6M 5.98% +1,752 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 172,666 $12.6M 0.12% -1,250 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 172,050 $12.5M 0.07% +61 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 171,446 $12.5M 0.74% -15,845 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 169,736 $12.4M 1.09% -988 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 168,366 $12.3M 2.01% -3,619 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 165,608 $12.1M 5.77% -102,412 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 165,174 $12M 4.39% -2,313 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 160,315 $11.7M 4.1% +4,202 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 160,071 $11.6M 9.3% +325 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 158,542 $11.5M 0.16% -400 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 159,617 $11.5M 0.18% +9,330 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 157,991 $11.5M 1.96% +5,300 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 157,758 $11.5M 1.93% +14,705 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 156,798 $11.4M 1.84% +39,662 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 151,437 $11.4M 0.16% +54,724 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 154,906 $11.3M 1.95% -1,268 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 154,853 $11.3M 0.65% +49,463 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 154,437 $11.2M 2.83% +2,621 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 154,332 $11.2M 1.4% +903 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 153,084 $11.1M 0.57% -600 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 152,529 $11.1M 8.79% -8,688 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 151,870 $11.1M 2.16% +4,127 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 150,675 $11M 1.13% +25,217 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 149,990 $10.9M 7.19% -8,297 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 149,806 $10.9M 1.73% +36,788 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 140,044 $10.9M 0.24% +67,047 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 148,248 $10.8M 5.76% -4,532 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 147,886 $10.8M 1.71% -13,322 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 146,781 $10.7M 0.97% -4,644 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 146,433 $10.7M 1.7% -17,101 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 146,238 $10.6M 0.14% -5,243 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 139,557 $10.5M 4.52% +24,829 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 143,551 $10.4M 1.42% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 142,836 $10.4M 0.08% +21,975 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 142,474 $10.4M 4.18% +8,311 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 142,068 $10.3M 1.21% +9,016 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 140,171 $10.2M 0.04% +4,491 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 139,221 $10.1M 0.21% +10,959 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 136,931 $9.96M 0.44% +31,746 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 136,809 $9.96M 0.5% +13,854 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 136,534 $9.94M 2.17% +2,725 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 135,994 $9.9M 3.76% +8,274 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 135,685 $9.87M 2.56% +33,124 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 135,608 $9.87M 0.05% 0 13F-HR Timeline Group Wills Financial Group LLC More: the full row for Wills Financial Group LLC 134,041 $9.75M 4% +18,924 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 131,921 $9.6M 0.33% +4,205 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 131,887 $9.6M 1.62% +41,789 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 130,830 $9.52M 1.23% +51,480 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 130,495 $9.5M 1.85% +38,103 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 134,440 $9.5M 4.13% +1,206 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 130,238 $9.48M 0.23% +7,671 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 130,059 $9.46M 3.93% +72 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 129,559 $9.43M 1.2% -2,121 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 129,145 $9.4M 1.14% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 128,209 $9.33M 2.24% -4,225 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 128,096 $9.32M 3.03% -1,314 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 127,835 $9.3M 0.3% +10,409 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 127,457 $9.28M 5.59% +1,078 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 126,633 $9.22M 0.14% +25,146 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 126,180 $9.18M 0.24% +13,867 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 125,362 $9.13M 0.5% +3,878 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 125,409 $9.13M 0.3% +2,868 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 124,983 $9.1M 2.25% -1,002 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 124,977 $9.09M 1.87% +41,020 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 124,410 $9.05M 0.02% -49,265 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 124,157 $9.03M 0.3% +47,246 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 124,000 $9.02M 2.59% +2,464 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 122,322 $8.9M 3.65% +1,386 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 122,280 $8.9M 0.46% -126,395 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 121,656 $8.85M 0.21% +10,998 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 121,609 $8.85M 1.97% +3,568 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 121,487 $8.84M 0.9% -829 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 121,239 $8.82M 1.25% +24 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 120,599 $8.78M 0.28% +3,603 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 120,378 $8.76M 3.74% +8,019 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 120,297 $8.75M 0.37% -47,546 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 119,967 $8.73M 1.84% +7,260 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 119,665 $8.71M 4.04% -2,427 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 119,537 $8.7M 3.35% -176 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 119,293 $8.68M 3.35% -2,895 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 119,249 $8.68M 2.68% -63,825 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 119,188 $8.67M 1.88% +8,139 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 118,328 $8.61M 1.55% +3,505 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 117,431 $8.55M 1.19% -4,190 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 117,334 $8.54M 2.81% +1,378 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 112,564 $8.5M +9,276 Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 116,234 $8.46M 0.1% +8,009 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 116,013 $8.44M 2.17% +179 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 115,590 $8.41M 0.92% +50 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 115,092 $8.39M 2.72% -4,821 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 114,265 $8.32M 1.67% -14,581 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 113,077 $8.23M 1.03% +4,861 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 106,222 $8.22M 2.52% +30,526 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 113,003 $8.22M 0.25% -21,940 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 112,466 $8.18M 2.44% +2,930 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 112,268 $8.17M 0.71% +23,628 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 111,400 $8.11M 0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 111,316 $8.1M 3.81% +3,200 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 111,113 $8.09M 2.93% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 111,081 $8.08M 0.12% +37,147 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 110,663 $8.05M 5.27% +6,386 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 109,338 $7.96M 0.62% +27,740 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 109,265 $7.95M 3.75% +3,125 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 108,988 $7.93M 1.72% -5,663 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 108,571 $7.9M 0.27% +12,992 13F-HR Timeline Group Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 108,342 $7.88M 5.26% 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 106,698 $7.76M 7.33% +1,289 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 106,270 $7.73M 2.53% +50,941 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 105,705 $7.69M 2.35% -1,823 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 104,280 $7.59M 0.54% +7,259 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 103,465 $7.58M 0.16% +17,930 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 104,095 $7.57M 0.2% +16,075 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 103,931 $7.56M 3.65% +29,837 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 103,876 $7.56M 1.2% +93,034 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 103,134 $7.51M 1.57% -2,633 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 102,734 $7.48M 0.69% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 102,651 $7.47M 0.1% -1,675 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 102,250 $7.44M 0.03% -1,639 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 100,511 $7.31M 1.16% +2,173 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 100,000 $7.28M 2.76% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 99,545 $7.24M 0.41% +3,166 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 99,354 $7.23M 0.71% +35,620 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 98,515 $7.17M <0.01% +75,833 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 97,376 $7.09M 2.56% -711 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 96,785 $7.04M 1.18% +9,187 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 95,995 $6.99M 0.13% +91,895 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 95,889 $6.98M 2.96% -283 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 95,756 $6.97M 0.7% -900 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 95,434 $6.94M 3.26% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 95,134 $6.92M 1.01% +2,442 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 95,011 $6.91M 1.2% +160 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 94,440 $6.87M 0.66% +1,153 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 94,420 $6.87M 0.23% +26,194 13F-HR Timeline