JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,540,758 $974M 0.07% -1,685,384 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 2,002,873 $99.9M 10.19% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,812,700 $90.4M 0.14% +255,000 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,726,644 $86.1M 1.1% +103,754 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,655,384 $82.5M 1.47% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,442,846 $71.9M 0.01% +246,118 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,385,239 $69.1M 3.12% -64,240 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,131,499 $56.4M 0.01% -32,685 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 1,087,425 $54M 13.85% +605 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,001,998 $50M 0.02% +68,554 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 971,046 $48.4M 12.84% +63,293 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 824,747 $41.1M 0.06% +184,868 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 789,644 $39.4M 6.32% 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 631,946 $31.5M 11.3% +35,047 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 594,103 $29.6M 17.09% +323,979 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 520,961 $26M 10.34% +53,640 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 425,862 $21.2M 0.26% -1,165 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 395,341 $19.7M 0.22% +225,141 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 389,679 $19.4M -15,772 Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 382,034 $19M 5.61% +39,619 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 343,751 $17.1M 5.79% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 343,479 $17.1M 11.16% -12,319 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 302,379 $15.1M 4.7% -9,920 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 302,741 $15.1M 0.95% +272,619 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 301,108 $15M 0.01% -25,856 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 294,846 $14.7M 0.02% +8,229 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 283,009 $14.1M 0.12% +158,566 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 280,885 $14M 0.27% +2,467 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 276,248 $13.8M 0.91% +20,924 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 271,379 $13.5M 4.17% -28,797 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 268,160 $13.4M 0.03% -30,978 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 265,246 $13.2M 0.02% +28,390 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 263,442 $13.1M 4.01% +11,695 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 158,069 $12.8M 8.49% -90,025 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 215,864 $10.8M <0.01% +23,585 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 212,774 $10.6M +23,499 Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 210,939 $10.5M 2.39% -77,001 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 208,853 $10.4M 0.63% +44,823 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 206,326 $10.3M 2.87% +25,422 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 193,677 $9.66M 11.11% +1,141 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 184,816 $9.21M 2.47% +54,826 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 184,024 $9.17M 7.61% -17,397 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 175,297 $8.74M 0.03% +13,549 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 173,826 $8.62M 0.3% +5,602 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 168,843 $8.42M 6.42% -16,900 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 166,893 $8.32M 0.03% -30,312 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 165,329 $8.24M 0.15% -150,791 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 164,360 $8.19M 0.01% +13,256 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 163,940 $8.17M 0.3% -91,570 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 152,576 $7.61M 1.3% +99,566 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 143,193 $7.14M 0.61% +31,517 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 141,890 $7.07M 1.88% -571 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 138,726 $6.92M <0.01% -4,222 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 132,164 $6.59M 0.76% +7,108 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 128,607 $6.41M 3.15% +117,072 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 127,293 $6.35M 0.01% +33,250 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 122,769 $6.12M 0.01% +89,719 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 122,785 $6.11M 0.52% new 13F-HR Timeline Kintayl Capital LP More: the full row for Kintayl Capital LP 120,600 $6.01M 4.33% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 119,271 $5.95M 0.23% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 118,591 $5.91M 0.01% -6,431 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 117,790 $5.87M 1% +1,632 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 114,108 $5.69M 1.73% +48,747 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 109,615 $5.46M 0.05% -8,724 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 109,311 $5.45M 0.07% +101 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 107,250 $5.35M 2.14% +3,694 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 106,581 $5.31M 0.01% -16,261 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 104,639 $5.22M 0.01% +77,593 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 103,533 $5.16M 0.06% +9,201 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 100,528 $5.01M 0.02% -3,499 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 100,431 $5.01M 2.06% -3,500 13F-HR Timeline ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 100,000 $4.99M 0.43% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 99,042 $4.94M 0.02% +7,997 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 95,027 $4.74M 2.7% +9,887 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 87,154 $4.35M 0.01% +12,194 13F-HR Timeline Group Signature Wealth Management Group More: the full row for Signature Wealth Management Group 86,061 $4.29M 1.67% +1,754 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 83,546 $4.17M <0.01% +13,164 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 83,423 $4.16M 1.42% -49,217 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 81,999 $4.09M 0.17% -3,753 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 81,130 $4.04M 0.41% +8,345 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 80,848 $4.03M 1.7% +2,191 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 79,871 $3.98M 1.81% +13,792 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 79,090 $3.94M 0.1% -31,448 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 77,209 $3.85M 0.13% +1,358 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 76,840 $3.83M 1.6% +7,112 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 76,242 $3.8M 0.05% +26,715 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 73,916 $3.69M 0.32% -1,628 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 73,814 $3.68M 2.74% +677 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 70,503 $3.51M 0.04% +1,071 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 69,805 $3.48M 0.03% -840 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 69,395 $3.46M 1.11% +48,860 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 67,926 $3.37M 0.11% +7,221 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 65,155 $3.25M 0.2% new 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 64,466 $3.21M 0.1% -126 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 63,423 $3.16M 2.18% -5,645 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 61,355 $3.06M 0.15% +2,189 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 60,801 $3.03M 0.13% -5,153 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 60,670 $3.02M <0.01% -2,885 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 60,589 $3.02M 0.31% +3,645 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 60,000 $2.99M 0.25% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 54,600 $2.72M 0.11% +3,640 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 54,513 $2.72M 0.2% -1,135 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 52,202 $2.6M 0.08% +1,385 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 51,930 $2.59M 0.01% +5,733 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 51,449 $2.57M 0.59% -6,774 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 51,332 $2.56M 0.07% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 50,353 $2.51M 0.08% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 50,113 $2.5M 0.04% +964 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 47,845 $2.39M 0.08% +12,655 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 45,672 $2.28M 0.47% +14,888 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 45,600 $2.27M 0.05% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 44,752 $2.23M 0.12% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 43,859 $2.19M 0.69% -2,149 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 43,426 $2.17M 1.01% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 43,333 $2.16M 0.42% +21,574 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 43,049 $2.13M 1.78% +1,101 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 42,340 $2.11M 0.61% -1,704 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 41,686 $2.08M 1.25% +3,014 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 41,070 $2.05M 1.4% +29,473 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 40,895 $2.04M 0.01% new 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 40,304 $2.01M 1.03% -128 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 39,257 $1.96M 0.28% +815 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 38,833 $1.94M 0.72% +1,292 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 38,673 $1.93M 0.31% -117 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 38,630 $1.93M 0.32% +2,000 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 37,590 $1.87M 0.03% +3,375 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 35,300 $1.76M 0.17% -500 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 35,315 $1.75M 0.97% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 35,054 $1.75M 1.4% -2,407 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 34,580 $1.72M 1.73% +1,988 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 34,308 $1.71M 0.17% +2,362 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 34,197 $1.71M 0.12% +191 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 33,579 $1.67M 0.76% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,401 $1.67M 0.01% +319 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 33,279 $1.66M 0.09% +2,720 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 32,428 $1.62M 0.73% +2,036 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 32,386 $1.61M 0.06% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 32,386 $1.61M 0.3% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 31,029 $1.55M 0.59% -2,969 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 30,500 $1.52M 1.14% -1,000 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 28,858 $1.44M 0.05% -2,345 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 28,276 $1.41M 0.13% -8,298 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 28,059 $1.4M 0.27% +9,508 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 27,921 $1.38M 0.16% -144 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 27,120 $1.35M 0.79% +3,919 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 26,800 $1.34M 0.18% -2,663 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 26,649 $1.32M 0.88% +287 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 26,383 $1.32M 1.51% +18,163 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 26,162 $1.3M 0.64% -1,970 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 25,570 $1.27M 0.11% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 25,495 $1.27M 0.86% +12,113 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 25,281 $1.26M 1.36% -225 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 25,099 $1.25M 1.38% +816 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 25,024 $1.25M 0.01% -14,725 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 24,686 $1.23M 0.12% -2,472 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 24,212 $1.21M 0.07% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 23,724 $1.18M 0.05% +2,082 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 23,445 $1.16M 0.01% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 23,054 $1.15M 0.22% -793 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 22,035 $1.1M 0.31% +93 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 21,638 $1.08M 0.09% new 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 21,243 $1.06M 0.19% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 21,030 $1.05M 0.13% -1,800 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 20,373 $1.02M 0.11% +6,391 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 19,912 $993K 0.01% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 19,827 $988K 0.07% +2,527 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 19,816 $988K 0.35% -1,557 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 19,481 $971K 0.66% +121 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,340 $964K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,008 $898K 0.05% -6,164 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 17,821 $888K 0.35% -1,278 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 17,666 $881K 0.28% +381 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,570 $876K 0.07% +5,342 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 17,238 $859K 0.21% -647 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 17,047 $847K 0.27% +8,308 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 16,888 $842K 0.08% +24 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,847 $840K 0.04% -235 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 16,734 $834K 0.17% -1,609 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 16,362 $816K 0.4% +10,008 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 16,082 $802K 0.25% +128 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,580 $777K 0.01% new 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 15,550 $775K 0.09% -2,100 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 15,525 $774K 0.41% -21,971 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,515 $771K 0.03% -6,332 13F-HR Timeline Group NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 15,234 $759K 0.43% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 14,939 $745K 0.14% -294 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 14,361 $716K 0.65% -322 13F-HR Timeline TAGStone Capital, Inc. 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WEALTH MANAGEMENT LLC 13,985 $697K 0.01% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 13,816 $689K 0.22% +2,995 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 13,766 $686K 0.08% 0 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 13,564 $676K 0.34% -4,159 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,481 $670K 0.02% +4,805 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 13,366 $666K 0.05% -96 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,310 $664K 0.06% +1,041 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 13,109 $654K 0.29% -787 13F-HR Timeline GWN SECURITIES INC. 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