FMR LLC in group FMR LLC More: the full row for FMR LLC 2,445,741 $99.9M 0.01% -869,402 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,171,246 $47.8M 0.03% -563,521 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/ 1,083,131 $44.2M <0.01% -263,098 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 644,042 $26.3M <0.01% -4,061,033 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 456,156 $18.6M <0.01% +7,484 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 421,866 $17.2M 0.01% +41,029 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 384,740 $15.7M <0.01% -4,425 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 363,158 $14.8M 0.01% -769,734 13F-HR/A Timeline Group CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 314,844 $12.9M 0.14% -6,445 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 308,845 $12.6M 0.06% new 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 292,235 $11.9M <0.01% -996,962 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 221,278 $9.03M 0.01% +9,092 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 208,278 $8.5M 0.3% -4,275 13F-HR Timeline Four Tree Island Advisory LLC More: the full row for Four Tree Island Advisory LLC 208,083 $8.5M 5.98% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 183,021 $7.52M 0.01% +297 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 174,553 $7.13M <0.01% -150,465 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 173,692 $7.09M <0.01% -5,208 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 164,892 $6.73M 0.08% +48,906 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 159,673 $6.52M 0.01% -6,411 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 149,922 $6.12M 0.04% +2,132 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 126,153 $5.15M 0.01% -4,164 13F-HR Timeline NICOLA WEALTH MANAGEMENT LTD. More: the full row for NICOLA WEALTH MANAGEMENT LTD. 114,000 $4.65M 0.44% -41,000 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 108,143 $4.42M 0.02% +88,045 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 103,869 $4.24M 0.01% -3,861 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 95,627 $3.9M <0.01% +7,249 13F-HR/A Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 95,330 $3.89M 1.93% +84,830 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 93,198 $3.81M -173,800 Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 81,600 $3.33M 0.04% -1,700 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 78,690 $3.21M -5,954 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 78,323 $3.2M 0.01% -68,115 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 76,786 $3.13M 0.15% +2,488 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 72,357 $2.95M <0.01% +10,370 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 70,819 $2.89M <0.01% -424,665 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 70,492 $2.88M <0.01% -256,095 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 66,310 $2.71M <0.01% -850,264 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 62,182 $2.54M 0.1% -10,649 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 61,215 $2.5M 0.01% +120 13F-HR/A Timeline Group Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 60,293 $2.46M 1.45% +6,490 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 60,134 $2.46M 0.11% -1,806 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 59,829 $2.44M 0.01% +427 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 59,294 $2.42M 0.47% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 58,353 $2.38M <0.01% -26,535 13F-HR Timeline Group Knott David M Jr More: the full row for Knott David M Jr 48,000 $1.96M 0.89% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 46,409 $1.89M 0.08% 0 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 44,850 $1.81M 0.13% 0 13F-HR Timeline FORMULA GROWTH LTD More: the full row for FORMULA GROWTH LTD 43,090 $1.76M 0.66% 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 $1.74M 0.01% 0 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 40,920 $1.67M 0.53% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 40,200 $1.64M 0.04% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 39,120 $1.6M <0.01% +862 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 38,236 $1.56M 0.01% +1,306 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 37,889 $1.55M <0.01% -124 13F-HR Timeline Group Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 37,264 $1.52M <0.01% -358 13F-HR/A Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 37,022 $1.51M 0.01% +300 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 35,384 $1.44M 0.06% +27,511 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 34,915 $1.43M 0.08% +18,482 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 33,319 $1.36M <0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,568 $1.33M <0.01% +1,132 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 31,190 $1.27M 0.05% 0 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 30,000 $1.22M 0.06% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 29,235 $1.19M 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 27,882 $1.14M 0.04% -755 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 27,344 $1.12M 0.18% +11,849 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,115 $1.11M <0.01% +25,115 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 27,000 $1.1M 0.22% +5,525 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 26,829 $1.1M <0.01% -546 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 26,824 $1.1M 0.04% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 26,717 $1.09M 0.19% -13,755 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 26,424 $1.08M 0.02% +1 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 25,635 $1.05M 0.02% +5,107 13F-HR Timeline Group Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 25,038 $1.02M 0.01% -125,104 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 24,500 $1M 0.04% 0 13F-HR Timeline Group OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 23,711 $968K 0.06% +690 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 22,079 $901K 0.05% -600 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 21,822 $891K 0.2% +10,803 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 21,187 $865K 0.09% -57 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 22,320 $855K 0.14% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,308 $829K 0.01% +160 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,973 $815K 0.01% +8,869 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,380 $791K <0.01% -200 13F-HR/A Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,311 $788K 0.03% -2,639 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 19,169 $774K 0.07% +890 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,876 $730K 0.01% -2,094 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,679 $722K 0.02% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,654 $721K <0.01% +152 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 17,525 $716K 0.05% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 17,467 $713K 0.05% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 17,466 $713K 0.07% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,256 $705K 0.01% +465 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,760 $684K <0.01% +47 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,201 $661K 0.01% +1,907 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 15,930 $650K 0.57% +2,215 13F-HR/A Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 15,700 $641K 0.13% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 15,644 $639K <0.01% -814 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 15,571 $636K 0.04% +115 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 15,550 $635K 0.09% -175 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 15,460 $631K 0.6% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,267 $623K <0.01% -2 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,405 $618K 0.02% +126 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 15,061 $615K 0.38% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,669 $599K <0.01% +2,394 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,376 $587K 0.01% +1,343 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 14,115 $576K 0.14% +49 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 14,100 $576K 0.01% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 13,625 $556K 0.04% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 13,605 $555K 0.27% +1,572 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 13,465 $550K 0.02% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 13,430 $548K <0.01% -1,190 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 13,044 $533K 0.24% +1,209 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 13,000 $531K 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. 12,901 $527K 0.01% -346 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 12,619 $515K <0.01% -610 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,323 $503K 0.01% +4,748 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,291 $502K <0.01% -34,648 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,020 $491K <0.01% +1,335 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,550 $472K 0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,512 $470K 0.01% +4,599 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,503 $470K <0.01% -13,518 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 11,373 $464K 0.68% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,840 $443K 0.05% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,805 $441K <0.01% -540,557 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,495 $429K 0.04% -919 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,449 $427K 0.02% -240 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,434 $426K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,380 $424K <0.01% -4,240 13F-HR Timeline Group BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 10,261 $419K 0.12% -971 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,177 $416K 0.02% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 10,080 $412K 0.13% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,923 $405K 0.02% +3,965 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,900 $404K 0.19% -1,700 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,599 $392K 0.02% +5 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,563 $390K <0.01% -8,925 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,525 $389K <0.01% +1,144 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 9,450 $386K 0.36% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 9,295 $379K 0.09% +1,140 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,185 $375K 0.02% -115 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,136 $373K 0.01% +776 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 $367K <0.01% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,973 $366K <0.01% -406 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,927 $364K 0.03% +79 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 8,873 $362K 0.19% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,801 $359K 0.01% 0 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,755 $357K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,717 $356K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,680 $354K 0.01% -1,050 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,599 $351K 0.04% -269 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 8,598 $349K 0.03% 0 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,406 $343K 0.03% +76 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 8,391 $343K 0.01% new 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 8,333 $340K 0.2% new 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,100 $331K 0.13% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,029 $328K 0.01% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,906 $323K <0.01% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 7,860 $321K 0.01% +68 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,720 $320K 0.05% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,821 $319K <0.01% -379 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 7,683 $314K 0.4% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 7,658 $313K 0.01% -1,200 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,575 $309K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,525 $307K <0.01% +42 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 7,513 $307K 0.19% -8,100 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,500 $306K 0.02% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,290 $298K 0.02% -819 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,111 $290K 0.08% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,152 $289K <0.01% +3,651 13F-HR Timeline Group CPC Advisors, LLC More: the full row for CPC Advisors, LLC 7,051 $288K 0.04% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,000 $286K 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 $286K 0.02% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,833 $285K 0.01% 0 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 6,863 $280K 0.04% -3,445 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,615 $270K <0.01% +6,065 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,565 $268K 0.03% -400 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 6,560 $268K 0.21% -337 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 6,525 $266K 0.03% -125 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,500 $265K 0.17% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,405 $262K 0.01% +2,283 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,200 $253K <0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. 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