Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 38,061 $1.82M 0.21% +725 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 36,885 $1.76M 0.73% +16,246 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 36,850 $1.76M 0.11% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 36,788 $1.76M <0.01% -912 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 36,771 $1.76M 0.2% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 36,610 $1.75M 0.38% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 36,563 $1.75M 0.01% +33,530 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 36,490 $1.74M 0.04% +227 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 36,376 $1.74M 0.09% +5,086 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 36,208 $1.73M 0.6% -2,479 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 35,890 $1.72M 0.1% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 35,855 $1.71M <0.01% +10,554 13F-HR/A Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 35,848 $1.71M 0.01% -331 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,410 $1.69M <0.01% +5,853 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 35,318 $1.69M 0.27% +652 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 35,072 $1.68M 0.57% +46 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 34,900 $1.67M 0.19% +18,599 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 34,387 $1.64M 0.03% +1,476 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 34,246 $1.64M 0.38% -615 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 33,900 $1.62M 0.01% +5,784 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 33,747 $1.61M 0.1% -2,774 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 33,534 $1.6M 0.05% -286 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 33,333 $1.59M 0.05% +120 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 33,324 $1.59M 0.62% +1,040 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 32,637 $1.56M 1.07% -1,399 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 32,016 $1.53M 0.11% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 31,683 $1.51M 0.02% +12,172 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 31,322 $1.5M 0.04% +677 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 31,131 $1.49M 0.26% +2,194 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 31,105 $1.49M 0.07% +2,010 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 30,855 $1.48M 0.36% +45 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 28,409 $1.46M 0.52% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 30,477 $1.46M 1% -150 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 30,253 $1.45M 0.72% -953 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 29,997 $1.43M 0.07% +2,652 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 29,892 $1.43M 0.01% -2,831 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 29,669 $1.42M 0.21% +212 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 29,573 $1.41M 0.11% -3,828 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 29,538 $1.41M 0.34% -560 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 29,542 $1.41M 0.02% -39 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 29,532 $1.41M 0.62% -8,803 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 29,475 $1.41M 0.14% -1,629 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28,657 $1.37M 0.11% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 28,405 $1.36M 0.94% +750 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 24,543 $1.34M 0.6% +1,108 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 27,721 $1.32M 0.07% -221 13F-HR Timeline Pekin Hardy Strauss, Inc. 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More: the full row for LANARK FINANCIAL, INC. 26,092 $1.25M 0.09% -286 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 25,827 $1.23M 0.01% +1,651 13F-HR Timeline Group Breachway Investments LLC More: the full row for Breachway Investments LLC 25,814 $1.23M 1.3% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 25,770 $1.23M 0.09% +1,888 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 25,764 $1.23M 0.47% +727 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 24,968 $1.19M 0.02% +580 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,499 $1.17M <0.01% -1,577 13F-HR/A Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 24,487 $1.17M 0.44% -4,255 13F-HR Timeline KICKSTAND VENTURES, LLC. 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More: the full row for TD Waterhouse Canada Inc. 21,002 $1M 0.01% +3,856 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 20,935 $1M 0.48% -201 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,737 $991K 0.04% +391 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 20,559 $983K 0.1% +362 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for AIFG Consultants Ltd. 19,194 $917K 1.58% +189 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 18,957 $906K 0.02% +3,995 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,610 $889K 0.02% -1,166 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 18,387 $879K 0.11% -1,536 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,312 $875K 0.03% -7,499 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 18,214 $870K 0.01% +2,624 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,989 $860K 0.03% +5,571 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 17,698 $846K 0.47% +11,186 13F-HR Timeline Valued Retirements, Inc. 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More: the full row for Vontobel Holding Ltd. 17,252 $824K <0.01% 0 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 17,139 $819K 0.07% -100 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,075 $816K <0.01% +7,501 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,788 $807K 0.02% +750 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,793 $803K 0.04% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,769 $801K 0.05% -274 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 16,544 $791K 0.03% +1 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 16,450 $786K 0.56% +1,005 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 16,320 $780K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. 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More: the full row for Finivi Inc. 15,090 $721K 0.42% +124 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 14,970 $715K 0.33% +1,000 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,572 $696K <0.01% +6,611 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,512 $694K 0.01% +170 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 14,163 $677K 0.03% +3,048 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 14,143 $676K 0.37% -81 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,108 $674K 0.01% 0 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 14,104 $674K 0.07% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,086 $673K 0.03% +200 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 13,811 $660K 0.04% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 13,724 $656K 0.38% +846 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,619 $655K 0.01% +88 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 13,497 $645K 0.1% -756 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,494 $645K 0.06% +419 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13,336 $637K 0.01% +593 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,224 $632K 0.01% +487 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 13,213 $631K <0.01% +2,845 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,147 $628K 0.01% +360 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,896 $616K 0.04% +120 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,803 $612K 0.01% +3,528 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,590 $610K 0.03% +5,460 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 12,744 $609K 0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,748 $609K 0.02% +9,937 13F-HR/A Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,696 $607K 0.03% +22 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 12,623 $603K 0.28% 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 12,583 $601K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,472 $598K <0.01% +335 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 12,301 $588K 0.05% +6,215 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,252 $586K <0.01% +5,697 13F-HR Timeline Group STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 12,090 $578K 0.46% -600 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 12,050 $576K 0.09% +1,300 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 12,030 $575K 0.29% -500 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 12,000 $573K 0.11% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 11,971 $572K 0.6% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 11,864 $567K 0.28% -8,525 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,835 $566K 0.01% -6,538 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,717 $560K 0.08% -293 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 11,712 $560K 0.15% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,524 $551K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,279 $539K <0.01% -13,737 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 11,270 $539K 0.16% +233 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 11,125 $532K 0.08% 0 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,088 $530K <0.01% +1,325 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,038 $527K 0.03% +733 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 11,021 $527K 0.04% -204 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,804 $520K 0.02% +833 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 10,841 $518K 0.32% -63 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,820 $517K <0.01% -238 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,789 $516K 0.01% +323 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 10,729 $513K 0.03% +49 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,709 $512K 0.17% +555 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,701 $511K 0.03% -97 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 10,640 $508K 0.14% -333 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,554 $504K <0.01% new 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,349 $495K 0.01% 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 10,257 $490K 0.46% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,221 $488K 0.01% +4 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 10,200 $487K 0.06% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,199 $487K 0.08% -168 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 10,169 $486K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,689 $484K 0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 10,100 $483K 0.43% 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 9,881 $472K 0.01% 0 13F-HR Timeline Valmark Advisers, Inc. 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