MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,705,075 $180M 0.01% +2,062,056 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,315,143 $127M 0.01% +204,839 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,734,767 $66.5M 0.04% -1,291,335 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/ 1,346,229 $51.6M <0.01% +527,806 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,289,197 $49.4M 0.01% +675,790 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,132,892 $43.4M 0.04% +1,098,916 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 916,574 $35.1M 0.01% +312,878 13F-HR/A Timeline Group JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 911,558 $34.9M 0.02% -28,091 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 551,362 $21.1M 0.02% +464,915 13F-HR Timeline Group 683 Capital Management, LLC in group 683 Capital Management, LLC More: the full row for 683 Capital Management, LLC 525,825 $20.1M 2.04% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 495,484 $19M <0.01% -2,404,278 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 448,672 $17.2M <0.01% -6,219 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 389,165 $14.9M <0.01% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 380,837 $14.6M 0.01% +9,628 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 326,587 $12.5M 0.02% +229,218 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 325,018 $12.5M <0.01% +101,041 13F-HR Timeline Group CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 321,289 $12.3M 0.16% new 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 266,998 $10.2M +90,350 Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 212,553 $8.14M 0.33% -1,693 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 212,186 $8.13M 0.01% +105 13F-HR Timeline Group Four Tree Island Advisory LLC More: the full row for Four Tree Island Advisory LLC 208,083 $7.97M 5.6% -26,353 13F-HR Timeline Ursa Fund Management, LLC More: the full row for Ursa Fund Management, LLC 200,000 $7.66M 27.1% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 182,724 $7M 0.01% +4,338 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 178,900 $6.85M <0.01% -1,287 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 174,060 $6.67M 0.08% -5,940 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 174,060 $6.67M 1.11% -5,940 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 166,084 $6.36M 0.01% -36,394 13F-HR Timeline Group NICOLA WEALTH MANAGEMENT LTD. More: the full row for NICOLA WEALTH MANAGEMENT LTD. 155,000 $5.94M 0.58% 0 13F-HR/A Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 150,142 $5.75M 0.03% -23,822 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 147,790 $5.66M 0.05% -1,241 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 146,438 $5.61M 0.01% +109,906 13F-HR/A Timeline Group NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 136,890 $5.24M 0.03% +66,890 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 130,317 $4.99M 0.01% -2,935 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 115,986 $4.44M 0.05% +44,699 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 107,730 $4.13M 0.01% +5,599 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 100,318 $3.84M 0.06% +70,718 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 88,378 $3.39M <0.01% -4,615 13F-HR/A Timeline Group HARVEST MANAGEMENT LLC More: the full row for HARVEST MANAGEMENT LLC 87,916 $3.37M 1.57% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 84,888 $3.25M <0.01% +13,368 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 84,644 $3.24M -19,872 Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 83,583 $3.21M 0.1% +76,733 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 83,300 $3.19M 0.04% -600 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 80,000 $3.06M 0.25% 0 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 79,979 $3.06M 0.83% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 74,298 $2.85M 0.09% +7,515 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 72,831 $2.79M 0.11% +1,102 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 61,987 $2.38M <0.01% +7,727 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 61,940 $2.37M 0.12% +3,102 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,095 $2.34M 0.01% +5,533 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 59,402 $2.28M 0.01% -8,609 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 59,294 $2.27M 0.48% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 55,856 $2.14M 0.82% +12,225 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 53,803 $2.06M 1.43% -1,280 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 48,880 $1.87M 0.24% +4,801 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 48,000 $1.84M 0.87% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 46,939 $1.8M 0.01% +2,070 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 46,409 $1.78M 0.08% 0 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 44,850 $1.72M 0.13% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 44,807 $1.72M <0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 42,540 $1.63M 0.01% 0 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 40,920 $1.57M 0.58% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 40,472 $1.55M 0.3% +324 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 40,200 $1.54M 0.04% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 38,258 $1.47M <0.01% -2,904 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 38,013 $1.46M <0.01% +625 13F-HR Timeline Group Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 37,622 $1.44M <0.01% -1,167 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 36,930 $1.42M 0.02% +10,302 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 36,722 $1.41M 0.01% +700 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 33,319 $1.28M <0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,436 $1.2M <0.01% -4,484 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 31,190 $1.19M 0.05% +838 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 30,000 $1.15M 0.07% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 29,396 $1.13M <0.01% +3,896 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 29,235 $1.12M 0.03% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 27,804 $1.11M 0.06% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 28,637 $1.1M 0.04% +1,098 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 27,375 $1.05M <0.01% +5,604 13F-HR/A Timeline Group First National Trust Co More: the full row for First National Trust Co 26,824 $1.03M 0.04% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 26,423 $1.01M 0.02% -261,609 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,021 $959K 0.01% +12,818 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 24,500 $939K 0.04% 0 13F-HR Timeline Group OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 23,021 $882K 0.07% -193 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 22,679 $868K 0.04% -1,440 13F-HR Timeline Group American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 22,545 $864K 0.36% +2,470 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 22,320 $855K 0.14% -1,260 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,950 $841K 0.04% +768 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 21,475 $823K 0.17% +9,475 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 21,244 $814K 0.08% +24 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 20,528 $786K 0.02% +3,552 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,148 $772K 0.01% +218 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 20,094 $770K 0.05% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 20,098 $769K <0.01% -6,833 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,970 $765K 0.01% -3,818 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,580 $750K <0.01% -1,300 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 18,279 $725K 0.07% +6,801 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 18,600 $713K <0.01% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 18,488 $708K <0.01% -138,262 13F-HR/A Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 17,525 $671K 0.05% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,502 $671K <0.01% +1,226 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 17,466 $669K 0.06% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,791 $643K 0.02% +1,976 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,713 $640K <0.01% -6,966 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 16,700 $640K 0.44% +15,600 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,458 $631K <0.01% -272 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 16,433 $630K 0.04% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 15,725 $602K 0.08% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 15,700 $601K 0.13% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 15,613 $598K +613 Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 15,495 $594K 0.1% 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 15,460 $592K 0.6% -511 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 15,456 $592K 0.04% +5,236 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,269 $585K <0.01% -47,496 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 15,061 $577K 0.41% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,620 $560K <0.01% +4,465 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 14,620 $560K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,294 $548K 0.01% new 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 14,100 $540K 0.01% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 14,066 $539K 0.15% +231 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,279 $537K 0.02% +35 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 13,715 $525K 0.55% new 13F-HR/A Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 13,467 $516K 0.01% new 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 13,465 $516K 0.02% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 13,355 $514K 0.04% new 13F-HR Timeline Sandia Investment Management LP More: the full row for Sandia Investment Management LP 13,355 $512K 1.49% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,247 $508K 0.01% -17,234 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 13,229 $507K <0.01% +741 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,033 $499K 0.01% -200 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 13,000 $498K 0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,275 $470K <0.01% -2,737 13F-HR Timeline Group BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 12,125 $465K 0.07% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 12,033 $461K 0.27% +462 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 11,835 $453K 0.58% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 11,600 $444K 0.23% -4,350 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,550 $442K 0.01% 0 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 11,414 $437K 0.05% +612 13F-HR/A Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 11,373 $436K 0.85% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 11,232 $430K 0.14% +40 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,104 $425K <0.01% +3,196 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 11,019 $422K 0.11% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,840 $415K 0.05% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,689 $409K 0.02% +240 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,685 $409K <0.01% -443 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 10,500 $402K 0.22% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,434 $400K <0.01% 0 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 10,308 $395K 0.06% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,177 $390K 0.02% +281 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 10,080 $386K 0.15% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,730 $373K 0.01% -1,040 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,594 $368K 0.02% -143 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 9,450 $362K 0.35% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,379 $359K <0.01% +782 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,300 $356K 0.02% +96 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 $345K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 8,868 $340K 0.05% -1,594 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 8,858 $339K 0.01% +1,200 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,848 $339K 0.03% -164 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,801 $337K 0.01% +1,000 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,755 $335K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,717 $334K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,381 $321K <0.01% -340 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,360 $320K 0.01% -1,158 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 $319K 0.03% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,200 $314K <0.01% -3,527 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,155 $312K 0.08% -346 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,109 $311K 0.03% -150 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,100 $310K 0.13% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,029 $308K 0.01% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 8,598 $307K 0.03% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,001 $307K 0.01% +110 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,906 $303K <0.01% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,873 $302K 0.02% 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 7,792 $298K 0.01% +293 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 7,683 $294K 0.4% +1,400 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,575 $290K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,500 $287K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,483 $287K 0.01% -4,991 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,833 $281K 0.01% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,134 $273K <0.01% -337 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,111 $272K 0.08% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 7,051 $270K 0.04% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,000 $268K 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 $268K 0.02% 0 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,965 $267K 0.03% +500 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,913 $266K 0.01% +5,412 13F-HR Timeline HFG Advisors, Inc. 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