Evensky & Katz LLC More: the full row for Evensky & Katz LLC 115,060 $9.53M 0.49% -6,303 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 114,821 $9.51M 0.79% 0 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 114,537 $9.49M 2.57% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 114,298 $9.47M 0.19% -3,514 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 113,766 $9.42M 0.22% -85,179 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 113,346 $9.39M 3.05% +1,771 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 114,971 $9.39M 4.88% +3,404 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 112,949 $9.36M 2.4% -141,417 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 112,735 $9.34M 0.05% +6,883 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 112,563 $9.32M 5.69% -4,745 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 112,264 $9.3M 1.42% -176,176 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 111,940 $9.27M 0.01% new 13F-HR Timeline Group First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 111,576 $9.24M 2.95% +5,530 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 112,974 $9.24M 0.02% +20,449 13F-HR Timeline SMITH, MOORE & CO. 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More: the full row for RESOLUTE WEALTH ADVISOR, INC. 127,621 $8.9M 5.07% 0 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 106,815 $8.85M 6% -19,579 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 106,698 $8.84M 0.01% -13,869 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 109,873 $8.77M 0.58% -25,037 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 105,784 $8.76M 0.11% -3,645 13F-HR Timeline Claro Advisors Inc. 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Paul & Associates, LLC 84,321 $6.99M 2.14% +479 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 84,306 $6.98M 5.26% -1,748 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 84,059 $6.96M 2.91% +2,981 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 83,780 $6.94M 2.87% +8,505 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 82,973 $6.87M 2.13% +11,531 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 82,972 $6.87M 4.69% -2,785 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 82,503 $6.83M 0.84% -28,113 13F-HR Timeline Steele Capital Management, Inc. 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Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 77,652 $6.43M 0.7% -738 13F-HR Timeline NBH Bank More: the full row for NBH Bank 77,609 $6.43M 2.71% 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 77,415 $6.41M 0.16% -8,842,857 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 77,276 $6.4M 0.01% +65,032 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 77,088 $6.39M 0.84% +41,801 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 77,032 $6.38M 2.95% -5,723 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 76,834 $6.36M 0.86% -744 13F-HR Timeline Group Eldridge Investment Advisors, Inc. 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Riley Wealth Advisors, Inc. 72,360 $5.91M 0.32% -25,416 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 71,358 $5.91M 0.26% -1,228 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 71,326 $5.91M 3.57% -4,024 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 71,281 $5.9M 4.39% -5,680 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 71,124 $5.89M 0.26% +8,794 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 70,835 $5.87M 5.26% +6,690 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 70,714 $5.86M 0.34% +5,274 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 70,710 $5.86M 1.24% -39,637 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 70,623 $5.85M 0.64% +2,303 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 70,600 $5.85M 5.35% +9,543 13F-HR Timeline FAS Wealth Partners, Inc. 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COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 66,660 $5.52M 0.09% -10,790 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 66,528 $5.51M 1.24% -1,652 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 66,398 $5.5M 0.05% +38,953 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 66,390 $5.5M 2.83% +14,574 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 66,361 $5.5M 0.07% +9,827 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 66,345 $5.5M 0.06% +5,731 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 66,280 $5.49M 4.77% 13F-HR Timeline Stonebrook Private Inc. 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Co. 65,370 $5.4M 0.59% +13,792 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 65,184 $5.4M 0.36% -3,290 13F-HR/A Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 64,354 $5.33M 0.08% -13,925 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 64,252 $5.32M 0.85% +96 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 64,105 $5.31M 0.3% -9,465 13F-HR Timeline