Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 181,427 $34.6M 0.85% +2,413 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 181,242 $34.5M 0.63% +37,472 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 194,464 $34.5M 0.1% +155,696 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 180,468 $34.4M 5.87% -4,082 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 178,699 $34M 0.21% new 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 174,978 $33.3M 2.62% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 173,458 $33M +46,101 Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 173,196 $33M 10.34% -6,195 13F-HR Timeline DAIDO LIFE INSURANCE CO More: the full row for DAIDO LIFE INSURANCE CO 170,556 $32.5M 4.42% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 166,401 $31.7M 16.54% -4,528 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 163,592 $31.2M 0.17% -659 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 163,253 $31.1M 0.74% -1,170 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 162,604 $31M 1.08% +106,506 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 160,873 $30.6M 0.73% -27,604 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 158,661 $30.2M 0.07% +133,717 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 158,579 $30.2M 0.04% +54,717 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 157,010 $29.9M 2.22% +1,050 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 156,469 $29.8M 0.12% +154,048 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 155,687 $29.7M 2.1% -76,102 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 167,527 $29.5M 13.27% +4,122 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 154,622 $29.5M 2.23% +151,959 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 154,489 $29.4M 10.51% -4,006 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 153,807 $29.3M 0.33% -1,165 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 166,200 $29.2M 3.32% +23,269 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 152,811 $29.1M 1.39% +80 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 152,086 $29M 0.46% -2,623 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 150,184 $28.6M 0.01% +20,932 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 149,144 $28.4M 0.12% -2,830 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 146,887 $28M 0.85% -10,051 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 146,103 $27.8M 10.52% +19,501 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 145,479 $27.7M 15.56% -28,171 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 145,442 $27.7M 12.47% -2,755 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 143,833 $27.4M 1.07% -1,502 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 143,005 $27.2M 0.25% +21,009 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 142,236 $27.1M 0.18% +117,260 13F-HR Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 142,093 $27.1M 11.01% +1,808 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 142,057 $27.1M 17.39% +3,101 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 142,007 $27.1M 0.17% -2,116 13F-HR/A Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 140,570 $26.8M 0.05% new 13F-HR Timeline Group Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 138,561 $26.4M 16.67% -1,573 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 137,974 $26.3M 0.09% +973 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 137,844 $26.3M 0.81% +1,828 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 137,638 $26.2M 0.33% -1,521 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 137,534 $26.2M 0.07% -26,122 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 137,353 $26.2M 3.01% -43,602 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 137,315 $26.2M 0.12% +7,493 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 135,799 $25.9M 0.93% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 135,446 $25.8M 10.88% -2,265 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 134,615 $25.6M 12.86% -13,692 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 132,843 $25.3M 0.18% -42,574 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 132,688 $25.3M 2.05% +1,538 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 131,345 $25M 0.09% +1,787 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 131,112 $25M 0.07% +542 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 129,019 $24.6M 0.29% +27 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 128,398 $24.5M 0.38% -7,790 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 125,685 $23.9M 0.2% +77,895 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 125,235 $23.9M 0.75% new 13F-HR Timeline Group Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 124,900 $23.8M 0.75% new 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. 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More: the full row for ATLAS CAPITAL ADVISORS INC. 120,777 $23M 2.52% +5,318 13F-HR/A Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 120,704 $23M 0.53% 0 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 120,700 $23M 0.75% +6,843 13F-HR Timeline CX Institutional More: the full row for CX Institutional 120,212 $22.9M 0.66% -7,166 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 116,902 $22.3M 0.46% -60,606 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 116,035 $22.1M 0.62% -4,914 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 115,698 $22M 13.89% -5,204 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 115,675 $22M 2.5% -16,347 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 119,973 $22M 2.72% -7,024 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 115,453 $22M -2,566 Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 114,699 $21.9M 8.71% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 114,525 $21.8M 0.86% -8,148 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 114,053 $21.7M 1.24% -4,239 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 113,816 $21.7M 2.14% +91,781 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 112,640 $21.5M 0.26% -1,685 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 112,578 $21.4M 0.34% -18,399 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 112,186 $21.4M 0.02% +76,018 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 111,928 $21.3M 0.61% new 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 114,886 $21.3M 2.69% -496 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 111,585 $21.3M 0.16% +8,793 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 113,967 $21.2M 0.03% +29,435 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 110,809 $21.1M 5.52% +1,027 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 110,262 $21M 3.08% +23,227 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 109,925 $20.9M 0.18% +94,401 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 109,680 $20.9M 1.58% -1,117 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 109,667 $20.9M 2.32% -3,802 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 108,265 $20.6M 0.54% -26,666 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 108,775 $20.6M 2.51% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 107,548 $20.5M 0.1% -9,045 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 107,517 $20.5M 8.27% +235 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 107,309 $20.4M 0.22% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 106,849 $20.4M 0.43% -85,059 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 106,005 $20.2M 0.11% +5,956 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 105,637 $20.1M 0.25% +4,856 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 105,415 $20.1M 0.53% +6,609 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 104,851 $20M 1.99% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 104,744 $20M 0.29% -29,258 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 103,518 $19.7M 2.59% +620 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 103,378 $19.7M 1.03% +3,408 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 102,692 $19.6M 1.83% +14 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 102,121 $19.5M 6.69% 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 101,029 $19.2M 0.12% +53,970 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 100,599 $19.2M 0.76% +6,765 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 100,525 $19.2M 0.13% +89,718 13F-HR Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 100,267 $19.1M 8.73% -29,503 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 100,169 $19.1M 1.59% +27,392 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 99,907 $19M 0.36% -8,364 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 99,509 $19M 0.6% -3,983 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 101,529 $18.8M 1.03% +10,956 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 98,593 $18.8M 0.79% -8,976 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 98,077 $18.7M 9.81% +28,296 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 97,965 $18.7M 0.86% +6,857 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 97,401 $18.6M 12.92% -4,535 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 96,729 $18.4M 5.83% -296 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 96,704 $18.4M 10.74% +4,328 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 96,367 $18.4M 0.18% -5,218 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 96,147 $18.3M 1.79% +2,328 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 95,087 $18.1M 1.2% +1,784 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 93,108 $17.7M 0.2% +393 13F-HR Timeline Group LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 92,415 $17.6M 12.14% -8,308 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 92,205 $17.6M 7.88% +3,888 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 91,922 $17.5M 4.23% -25,825 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 89,859 $17.1M 1.6% -8,973 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 89,814 $17.1M 0.88% -1,423 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 89,670 $17.1M 1.06% +893 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 89,503 $17.1M 0.01% -15,873 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 89,224 $17M 1.05% +1,314 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 89,197 $17M 0.08% -13,944 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 89,059 $16.9M 0.01% -80,639 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 87,674 $16.7M 0.47% +1,821 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 87,352 $16.6M 0.2% +482 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 86,935 $16.6M 2.21% -75,120 13F-HR/A Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 86,570 $16.5M 7.47% +69,380 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 86,544 $16.5M 0.42% -10,466 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 86,525 $16.5M 0.52% +15,665 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 84,635 $16.1M 0.5% -468 13F-HR Timeline United Bank More: the full row for United Bank 84,395 $16.1M 4.89% +991 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 83,529 $15.9M 1.38% -2,130 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 83,436 $15.9M 0.06% +7,789 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 83,174 $15.8M 0.98% +34,490 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 83,110 $15.8M 0.52% -472 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 83,069 $15.8M 0.53% +50,624 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 82,563 $15.7M 1.29% -3,076 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 81,798 $15.6M 1.96% -3,306 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 80,829 $15.4M 0.02% +793 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 80,770 $15.4M 1.3% -22,407 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 80,272 $15.3M 0.01% -142,940 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 80,050 $15.3M 0.21% +5,004 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 79,078 $15.1M 0.24% -76 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 79,000 $15.1M 0.02% +72,880 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 78,796 $15M 3.21% +3,797 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 78,689 $15M 1.45% -1,959 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 78,412 $14.9M 0.75% +79 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 78,002 $14.9M 3.09% +12,841 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 77,961 $14.9M 4.17% -2,140 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 77,634 $14.8M 0.81% +3,576 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 77,532 $14.8M 1.83% -82 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 77,222 $14.7M 4.03% -309 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 77,149 $14.7M 4.31% +21,343 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 76,299 $14.5M 2.76% +69,415 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 76,223 $14.5M 6.73% -624 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 75,448 $14.4M 0.22% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 75,364 $14.4M 1.3% +1,509 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 75,349 $14.4M 3.09% +2,267 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 75,236 $14.3M 12.27% +4,748 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 75,165 $14.3M 2.42% +22,748 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 74,625 $14.2M <0.01% -4,472 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 74,330 $14.2M 4.94% +2,542 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 73,723 $14M 1.25% -229 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 73,695 $14M 0.16% +34,581 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 72,833 $13.9M 1.43% -3,483 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 72,597 $13.8M 4.83% +851 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 72,376 $13.8M 4.72% 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 71,882 $13.7M 0.58% +2,698 13F-HR Timeline Kovack Advisors, Inc. 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