FMR LLC in group FMR LLC More: the full row for FMR LLC 3,110,304 $115M 0.01% +496,923 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 3,026,102 $112M 0.06% +33,888 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,899,762 $108M 0.01% +445,398 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,643,019 $98M 0.01% +512,607 13F-HR/A Timeline Group JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 939,649 $34.9M 0.02% +61,326 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 837,417 $31.1M 0.03% +191,732 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 818,423 $30.4M <0.01% -22,085 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 660,700 $24.5M 0.17% +93,300 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 613,407 $22.8M 0.01% -15,276 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 603,696 $22.4M <0.01% +587,782 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 495,375 $18.4M 0.09% -16,490 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 454,891 $16.9M <0.01% +5,835 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 389,165 $14.4M <0.01% -24,000 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 371,209 $13.8M 0.01% +16,849 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 357,445 $13.3M 0.01% +26,577 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 288,032 $10.7M 0.2% +7,071 13F-HR Timeline BASSWOOD CAPITAL MANAGEMENT, L.L.C. More: the full row for BASSWOOD CAPITAL MANAGEMENT, L.L.C. 277,697 $10.3M 0.6% new 13F-HR Timeline Four Tree Island Advisory LLC More: the full row for Four Tree Island Advisory LLC 234,436 $8.7M 6.01% 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 223,977 $8.31M <0.01% new 13F-HR Timeline Group NICOLA WEALTH MANAGEMENT LTD. More: the full row for NICOLA WEALTH MANAGEMENT LTD. 155,000 $8.27M 0.78% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 214,246 $7.95M 0.33% -10,301 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 212,081 $7.87M 0.01% +3,961 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 202,478 $7.51M 0.02% +4,300 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 180,187 $6.68M <0.01% 13F-HR/A Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 180,000 $6.68M 0.08% +40,000 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 180,000 $6.68M 1.38% -279,771 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 178,386 $6.62M 0.01% +5,637 13F-HR/A Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 176,648 $6.55M -700 Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 173,964 $6.45M 0.03% +2,572 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 156,750 $5.81M 0.01% +12,674 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 149,031 $5.53M 0.04% +11,296 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 147,794 $5.48M 2.36% 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 147,100 $5.46M <0.01% 0 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 133,252 $4.94M 0.01% +1,005 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 104,516 $3.88M +96,774 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 102,131 $3.79M 0.01% +4,422 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 97,369 $3.61M 0.01% +63,140 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 92,993 $3.45M <0.01% -8,564 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 86,447 $3.21M <0.01% +41,413 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 83,900 $3.11M 0.04% -200 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 80,000 $2.97M 0.19% new 13F-HR Timeline Phase 2 Partners, LLC More: the full row for Phase 2 Partners, LLC 75,743 $2.81M 2.11% +14,838 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 71,729 $2.66M 0.11% -987 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 71,520 $2.65M <0.01% +40,191 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 71,287 $2.64M 0.03% +45,413 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 70,000 $2.6M 0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 68,011 $2.52M 0.01% +3,386 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 66,783 $2.48M 0.08% +24,575 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 62,765 $2.33M 0.01% +10,954 13F-HR Timeline Group Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 59,294 $2.2M 0.41% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 58,838 $2.18M 0.1% +5,876 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 55,562 $2.06M 0.01% +3,983 13F-HR Timeline Group Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 55,083 $2.04M 1.32% +240 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 54,260 $2.01M <0.01% -10,904 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 48,000 $1.78M 0.64% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 46,409 $1.72M 0.07% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 44,869 $1.66M 0.01% -6,894 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 44,850 $1.64M 0.12% 0 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 44,079 $1.63M 0.22% +2,865 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 43,631 $1.62M 0.58% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 42,540 $1.58M 0.01% +1,372 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,162 $1.53M <0.01% +2,753 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 40,920 $1.52M 0.47% +4,420 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 40,200 $1.49M 0.03% 0 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 40,148 $1.49M 0.27% -1,968 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 38,789 $1.44M <0.01% -1,326 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 37,388 $1.39M <0.01% +2,930 13F-HR Timeline Group Bastion Asset Management Inc. More: the full row for Bastion Asset Management Inc. 37,619 $1.37M 0.91% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 36,532 $1.35M <0.01% +18,775 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 36,022 $1.34M 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,920 $1.33M <0.01% +4,472 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 33,976 $1.26M <0.01% +10,400 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 33,319 $1.24M <0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 30,481 $1.13M 0.02% +815 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 30,352 $1.13M 0.05% -5,198 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 30,000 $1.11M 0.06% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 29,600 $1.1M 0.02% +427 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 29,235 $1.08M 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 27,539 $1.02M 0.04% +3,388 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 26,628 $1M 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 26,931 $998K 0.01% -30,332 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 26,824 $995K 0.04% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 25,500 $946K <0.01% +11,622 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 24,500 $909K 0.03% -36,150 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 24,119 $895K 0.03% +766 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 23,788 $882K 0.01% +4,526 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,679 $878K <0.01% +2,768 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 23,580 $875K 0.14% -430 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 23,214 $861K 0.06% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 21,771 $808K <0.01% new 13F-HR/A Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 21,220 $787K 0.12% -1,026 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,880 $774K <0.01% +1,630 13F-HR Timeline Group American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 20,075 $745K 0.31% +4,430 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 20,000 $741K 0.12% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,930 $739K 0.01% +711 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,182 $730K 0.04% +712 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 18,359 $681K 0.13% +6,609 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 17,525 $650K 0.05% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 17,466 $648K 0.06% -34 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 16,976 $630K 0.01% +1,411 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,730 $621K <0.01% +1,501 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 16,433 $610K 0.03% -29,450 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16,276 $604K <0.01% -1,690 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 15,971 $592K 0.61% 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 15,950 $592K 0.3% +5,400 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 15,725 $583K 0.08% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 15,700 $582K 0.13% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,012 $557K <0.01% +7 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 15,000 $556K 0.44% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,815 $549K 0.01% +3,518 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 14,450 $536K <0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,244 $524K 0.02% +26 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 14,100 $523K 0.01% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 13,835 $513K 0.14% +166 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 13,465 $499K 0.02% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,233 $491K 0.01% +192 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,203 $486K <0.01% -6,868 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 13,000 $482K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,488 $463K <0.01% +123 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,474 $463K 0.01% +1,873 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,239 $454K 0.04% -2,371 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 12,125 $450K 0.06% -1,200 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 12,000 $445K 0.11% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,727 $435K <0.01% +2,577 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 11,571 $429K 0.26% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,550 $428K 0.01% 0 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 11,373 $422K 0.73% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 11,192 $415K 0.11% -470 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,128 $413K <0.01% -4,319 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,478 $406K 0.04% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,904 $404K <0.01% +61 13F-HR/A Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,840 $402K 0.04% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,802 $401K 0.04% new 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,770 $399K 0.01% +1,350 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 10,462 $388K 0.05% +1,375 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,449 $388K 0.02% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,434 $387K <0.01% -19,220 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 10,308 $382K 0.06% +4,378 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 10,220 $379K 0.03% +9,473 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,155 $377K <0.01% -1,135 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 10,080 $374K 0.13% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,896 $367K 0.02% +201 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,737 $361K 0.02% +5 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,518 $353K <0.01% +630 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 9,450 $351K 0.34% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,204 $341K 0.02% -464 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 9,012 $334K 0.03% -1,030 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 9,000 $334K <0.01% 0 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,755 $325K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,721 $323K <0.01% +599 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,717 $323K 0.01% +1,417 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,597 $319K <0.01% +1,010 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,501 $315K 0.09% +594 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,330 $309K 0.03% -17 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,259 $306K 0.02% -916 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 8,598 $305K 0.03% 0 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,100 $300K 0.13% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,029 $298K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,908 $293K <0.01% +1,366 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 7,906 $293K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,891 $290K 0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,801 $289K 0.01% -1,000 13F-HR Timeline Group BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 7,658 $284K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,500 $278K 0.02% 0 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 7,499 $278K +367 Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,471 $277K <0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,288 $270K 0.02% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,111 $264K 0.08% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 7,051 $262K 0.04% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,008 $260K 0.13% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,000 $260K 0.13% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,995 $259K 0.02% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,989 $259K <0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,833 $252K 0.01% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 6,850 $250K 0.01% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 6,680 $248K 0.02% -130 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 6,650 $247K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,630 $246K <0.01% new 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,605 $245K 0.06% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,554 $243K <0.01% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,500 $241K 0.17% -3,500 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,465 $240K 0.02% 0 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 6,283 $233K 0.34% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,200 $230K <0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,100 $226K 0.06% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,095 $226K 0.06% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,050 $224K 0.07% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,035 $224K 0.14% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 6,035 $224K 0.13% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,946 $221K <0.01% +1,103 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,870 $218K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,800 $215K 0.23% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,780 $214K 0.05% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,465 $203K 0.02% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,450 $202K 0.04% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,445 $202K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,150 $191K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,046 $150K 0.05% +35 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,008 $149K 0.01% +82 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,916 $145K 0.01% 0 13F-HR Timeline