Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,842 $3.12M 0.68% -28 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 10,616 $3.06M 1.67% +8,623 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 10,589 $3.05M 0.91% -267 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 10,312 $2.97M 0.83% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,200 $2.94M 0.06% +1,765 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,093 $2.91M 1.1% -170 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 10,018 $2.88M 0.06% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 10,005 $2.88M 0.11% +4,788 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,975 $2.87M 0.08% -53 13F-HR/A Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,892 $2.85M 0.04% +16 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,797 $2.82M 0.17% +430 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 9,738 $2.8M 1.09% +290 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,696 $2.79M <0.01% -126 13F-HR Timeline Group Hikari Power Ltd More: the full row for Hikari Power Ltd 9,580 $2.76M 0.22% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 9,474 $2.73M 0.28% +5,737 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 9,443 $2.72M 1.35% +209 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,158 $2.64M 0.04% +167 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 9,072 $2.62M 0.74% +2,967 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,098 $2.62M 0.06% +50 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 9,087 $2.62M 0.3% -463 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 9,076 $2.61M 0.01% -3,034 13F-HR Timeline Group Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 9,052 $2.61M 2.68% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,957 $2.58M 0.01% -86 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,952 $2.58M 0.04% +6,082 13F-HR/A Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 8,938 $2.57M 2.15% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,911 $2.57M 0.07% +250 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,898 $2.56M 0.04% +92 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 8,879 $2.56M 0.79% -1,833 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,852 $2.55M 0.02% -57 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,829 $2.55M 0.06% -186 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 8,674 $2.5M 2.36% +2,536 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,649 $2.49M 0.03% +125 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 8,561 $2.46M 1.2% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 8,547 $2.46M 0.86% +172 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,477 $2.44M 0.01% +1,951 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,472 $2.44M 0.52% -3,842 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,472 $2.44M 0.45% -3,842 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 8,427 $2.43M 0.69% +1,564 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,295 $2.39M 0.51% +70 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,294 $2.39M 0.15% -105 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,234 $2.37M 0.18% -99 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 8,206 $2.36M 0.92% 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,204 $2.36M 1.72% -403 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,081 $2.33M 0.86% -50 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,800 $2.28M 0.19% -100 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 7,803 $2.25M 0.11% -325 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,776 $2.24M 0.03% -1,667 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,755 $2.23M 0.34% +60 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,751 $2.23M 0.7% +1,213 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,719 $2.22M 0.04% -80 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,653 $2.2M 0.04% +372 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,632 $2.2M 0.23% +199 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,482 $2.15M 0.02% +1,253 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 7,246 $2.09M 1.39% -50 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 7,190 $2.07M 1.44% +251 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,113 $2.05M 0.04% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 7,113 $2.05M 0.06% -2,198 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,061 $2.03M 0.09% +1,419 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,033 $2.02M 0.12% +343 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,032 $2.02M 0.11% -15 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,010 $2.02M 0.02% -1 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,970 $2.01M 0.22% -2,934 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 6,960 $2M 0.15% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,940 $2M 0.22% +240 13F-HR Timeline City State Bank More: the full row for City State Bank 6,925 $1.99M 0.55% -359 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,888 $1.98M 0.04% +335 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,876 $1.98M <0.01% +1,270 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,876 $1.98M 0.01% +777 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,810 $1.96M 0.18% -2,030 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,711 $1.93M <0.01% +631 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,698 $1.93M 0.05% +46 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,698 $1.93M 0.01% 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 6,634 $1.91M 0.55% +283 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,537 $1.88M 0.05% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,535 $1.88M <0.01% -11,555 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,534 $1.88M 0.42% +1,125 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,518 $1.88M 0.11% +331 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,499 $1.87M 1.58% +1,609 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,491 $1.87M 0.09% +996 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,488 $1.87M 0.03% -521 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,467 $1.86M 0.42% -544 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,414 $1.85M 0.25% +143 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,374 $1.83M 0.42% -330 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,365 $1.83M 0.96% -70 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,328 $1.82M 0.02% +878 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,268 $1.8M 0.43% -20 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,204 $1.79M 1.53% +19 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 6,159 $1.77M 0.67% +1,955 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,148 $1.77M 0.02% -123 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,118 $1.76M 0.24% +94 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,118 $1.76M 0.01% +28 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,114 $1.76M 0.17% -28 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,110 $1.76M 0.11% -662 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 6,049 $1.74M <0.01% 0 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,049 $1.74M 0.03% +634 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 6,036 $1.74M 0.62% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 6,035 $1.74M 0.78% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,022 $1.73M 0.01% +2,851 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 5,997 $1.73M 1.2% +365 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,980 $1.72M 0.22% -1,370 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,980 $1.72M 0.29% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,885 $1.69M 0.42% +1,355 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 5,830 $1.68M 0.47% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,828 $1.68M 0.46% +18 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,823 $1.68M 0.39% +94 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,090 $1.67M 0.09% +3,045 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,765 $1.66M 0.08% -124 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,757 $1.66M 0.04% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,680 $1.64M 0.72% +1,853 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,674 $1.63M 0.02% +167 13F-HR Timeline Group STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 5,579 $1.61M 2.07% +54 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,558 $1.6M 0.97% -190 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,553 $1.6M 0.03% +1,937 13F-HR/A Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,525 $1.59M 0.69% -101 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 5,517 $1.59M 0.74% -1,124 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 5,450 $1.57M <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 5,424 $1.56M 0.85% +322 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,370 $1.55M 0.02% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,368 $1.55M 0.4% -260 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,366 $1.54M 0.03% +9 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 5,356 $1.54M 0.13% -181 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,184 $1.54M 0.16% +3,057 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,334 $1.54M 0.08% -401 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,324 $1.53M 0.03% +142 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,314 $1.53M 0.05% +14 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 5,291 $1.52M 0.08% +9 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,249 $1.51M 0.13% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,234 $1.51M 0.07% +62 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,187 $1.49M 0.07% +10 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,178 $1.49M 0.02% +262 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,170 $1.49M 0.03% +93 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,170 $1.49M 0.13% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,029 $1.45M 0.31% -78 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 5,018 $1.44M 0.48% -95 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,015 $1.44M 0.07% +68 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,015 $1.44M 0.18% -449 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,900 $1.44M 0.05% -582 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,000 $1.44M 0.2% +2 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,990 $1.44M 0.02% +440 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,983 $1.43M 0.2% +2,378 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 4,971 $1.43M 0.88% -303 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,959 $1.43M 0.13% -105 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,937 $1.42M <0.01% -579 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,847 $1.4M 0.65% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,842 $1.39M 0.15% +15 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,827 $1.39M 0.11% +10 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,680 $1.38M 0.03% +10 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 4,715 $1.36M 2.05% -106 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,640 $1.34M 0.28% +309 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,640 $1.34M 0.1% -160 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,635 $1.33M 0.44% +349 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,612 $1.33M 0.55% -335 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,606 $1.33M 0.61% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,512 $1.3M 0.1% -17 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,511 $1.3M 0.29% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,485 $1.29M 0.04% -119 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,433 $1.28M 0.04% +49 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,428 $1.27M 0.16% +31 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 4,424 $1.27M 0.08% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,383 $1.26M 0.09% 0 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 4,367 $1.26M 1.13% 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 4,334 $1.25M 0.41% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,326 $1.25M 0.07% -103 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,285 $1.23M 0.77% -100 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,278 $1.23M 0.05% +100 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,271 $1.23M 0.01% +89 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,248 $1.22M <0.01% +405 13F-HR/A Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,160 $1.2M 0.02% +1,160 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,107 $1.18M 0.03% +330 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,095 $1.18M 0.02% -191 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,089 $1.18M 0.12% -67 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,070 $1.17M 0.46% -134 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 4,065 $1.17M 0.19% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,053 $1.17M 0.01% +50 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. 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More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,883 $1.12M 0.32% -334 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,881 $1.12M 0.02% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,841 $1.11M 0.37% -310 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 3,809 $1.1M 0.8% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,784 $1.09M 0.03% -97 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. 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