FMR LLC in group FMR LLC More: the full row for FMR LLC 1,078,857 $40.4M <0.01% -900,900 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 961,582 $36M 0.02% -187,684 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/ 768,009 $28.8M <0.01% -111,875 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 679,754 $25.5M <0.01% -732,794 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 516,417 $19.3M 0.01% +17,215 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 495,469 $18.6M <0.01% +81,098 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 378,183 $14.2M 0.06% -1,004 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 352,716 $13.2M 0.01% -14,436 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 336,060 $12.6M <0.01% +128,031 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 326,656 $12.2M +32,190 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 265,367 $9.94M 0.01% +44,389 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 218,283 $8.17M 0.14% -444 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 217,447 $8.14M 0.09% +23,706 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 214,920 $8.05M <0.01% +16,264 13F-HR Timeline Group Four Tree Island Advisory LLC More: the full row for Four Tree Island Advisory LLC 207,571 $7.77M 3.92% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 169,189 $6.33M +72,241 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 164,770 $6.17M 0.01% +75,921 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 161,707 $6.05M 0.04% -4,032 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 156,695 $5.87M 0.01% +5,075 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 147,106 $5.51M 0.01% -14,538 13F-HR Timeline Group Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 137,341 $5.14M 0.93% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 126,190 $4.87M 0.01% -63,944 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 127,375 $4.77M 0.12% -26,864 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 118,779 $4.45M 0.01% +8,890 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 115,126 $4.31M <0.01% +6,263 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 95,280 $3.57M 1.59% 0 13F-HR/A Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 91,698 $3.43M 0 Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 84,676 $3.17M 0.09% new 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 78,750 $2.95M 0.04% -1,000 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 75,100 $2.81M 0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 74,211 $2.78M 0.01% +39,636 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 73,475 $2.68M 0.17% +2,130 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 68,551 $2.57M <0.01% +2,436 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 66,253 $2.42M <0.01% +2,801 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 63,730 $2.39M <0.01% -4,961 13F-HR Timeline Group Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 62,813 $2.35M 1.18% +4,650 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 57,835 $2.17M 0.01% +3,756 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 57,071 $2.14M 0.03% +10,670 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,432 $2M <0.01% +4,645 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 53,234 $1.99M 0.09% -176 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 52,152 $1.95M 1.74% +3,304 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 50,606 $1.89M <0.01% +8,796 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 48,806 $1.83M 0.6% +6,056 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 48,000 $1.8M 1.07% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 47,974 $1.8M <0.01% -300,879 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 44,922 $1.68M 0.01% +7,900 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 44,850 $1.68M 0.1% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 44,343 $1.66M <0.01% -15,050 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 42,507 $1.59M 0.03% +1,079 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 41,726 $1.56M 0.08% -185 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 40,891 $1.53M 0.01% -2,000 13F-HR/A Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 40,200 $1.5M 0.03% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 39,521 $1.5M <0.01% -27 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 39,992 $1.5M <0.01% -159,126 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 38,750 $1.45M 0.12% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 38,437 $1.44M 0.01% +1,406 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 36,500 $1.37M <0.01% -1,411 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 32,161 $1.2M <0.01% new 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 30,775 $1.18M <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 31,476 $1.18M 0.04% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 31,144 $1.17M 0.02% +6,965 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,641 $1.14M 0.01% +5,723 13F-HR Timeline Group RBF Capital, LLC More: the full row for RBF Capital, LLC 30,000 $1.12M 0.06% 0 13F-HR/A Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 27,820 $1.04M 0.72% +2,736 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 26,824 $1M 0.03% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 26,717 $1M 0.16% +1,279 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 26,450 $990K 0.56% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26,255 $983K <0.01% +2,833 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 25,927 $971K 0.04% +14 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 24,528 $918K 0.01% +1,024 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 24,165 $905K 0.02% -5,173 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,605 $884K <0.01% +5,881 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 21,788 $816K 0.38% -1,194 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 20,789 $778K 0.04% +3,256 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 19,975 $749K 0.04% +286 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 20,000 $749K 0.01% new 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 20,000 $749K 0.16% 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 19,712 $738K 0.05% -2,481 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,987 $733K 0.05% +39 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,464 $729K <0.01% -83 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,575 $695K <0.01% -3,000 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 18,006 $693K 0.11% -204 13F-HR Timeline ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 18,300 $685K 0.07% new 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,183 $681K <0.01% +238 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,525 $656K 0.01% -193 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,081 $640K <0.01% +232 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,991 $636K 0.01% +33 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 16,928 $634K 0.01% +6,142 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 16,401 $631K 0.26% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,576 $621K 0.01% +358 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 15,600 $584K 0.28% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 15,550 $582K 0.08% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 15,460 $579K 0.37% 0 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 15,275 $572K 0.49% -3,250 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,961 $560K 0.03% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 14,525 $544K 0.04% -3,000 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,492 $543K 0.01% +9,068 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 14,466 $542K 0.06% -4,000 13F-HR Timeline Group Future Fund LLC More: the full row for Future Fund LLC 14,439 $541K 0.19% +93 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 14,000 $524K 0.01% 0 13F-HR/A Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 13,625 $510K 0.04% -800 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 13,465 $504K 0.03% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 13,454 $504K 0.11% -943 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,366 $500K 0.01% +916 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 13,112 $491K 0.2% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,730 $490K <0.01% +3,609 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 13,000 $487K 0.04% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 12,800 $479K 0.1% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,656 $474K <0.01% +319 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,510 $468K <0.01% -3,303 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,509 $468K <0.01% +515 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,427 $465K 0.02% +349 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 12,365 $463K 0.05% +6,161 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,250 $459K <0.01% +10 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,058 $451K <0.01% +122 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 12,044 $451K 0.06% +29 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,800 $442K 0.1% -3,900 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,727 $439K 0.01% +3 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,635 $436K 0.02% +2,025 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,272 $422K 0.01% +1,233 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,259 $422K 0.02% +10 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,250 $421K 0.02% -458 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,836 $406K 0.04% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,286 $385K <0.01% +133 13F-HR Timeline Group Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 10,275 $385K 0.33% +1,100 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 10,236 $383K 0.3% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 10,100 $378K 0.14% -500 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 10,080 $377K 0.1% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 10,000 $374K 0.36% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,931 $372K <0.01% +2,784 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 9,903 $371K 0.38% +523 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,826 $368K 0.02% +237 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 9,450 $354K 0.3% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,358 $350K <0.01% -6,104 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,322 $349K 0.01% -52,592 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,042 $344K <0.01% +694 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 9,048 $339K 0.05% +418 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 $337K <0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 8,975 $336K <0.01% -375,765 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,966 $336K <0.01% -1,883 13F-HR/A Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,755 $328K <0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,734 $327K <0.01% -1,700 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 8,598 $327K 0.01% new 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 8,614 $323K 0.03% +145 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,021 $320K 0.06% -150 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,982 $309K 0.01% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 8,200 $307K <0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,171 $306K 0.04% +335 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,103 $303K 0.1% new 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 8,085 $303K 0.01% +87 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,052 $301K 0.02% +23 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,021 $300K <0.01% -390 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 7,950 $298K 0.3% -500 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,906 $296K <0.01% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,900 $296K 0.26% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,829 $293K 0.01% -200 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,706 $289K <0.01% +174 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 7,658 $287K 0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,575 $284K 0.01% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,522 $282K 0.04% -156 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 7,499 $281K 0.04% +636 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,350 $275K 0.01% -1,000 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,300 $273K <0.01% -6,944 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,269 $272K <0.01% -4,669 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,111 $266K 0.06% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 7,051 $264K 0.04% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,000 $262K 0.11% 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 $262K 0.01% 0 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,889 $258K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,845 $256K 0.01% -2,650 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,829 $256K 0.03% +1,106 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,682 $250K 0.01% +107 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,601 $247K <0.01% -4,500 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,605 $247K 0.01% -3,120 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 6,525 $244K 0.03% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 6,503 $243K 0.07% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,500 $243K 0.13% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,204 $232K <0.01% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,200 $232K <0.01% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,134 $230K 0.01% 0 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,095 $228K 0.05% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,035 $226K 0.13% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 6,035 $226K 0.1% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,000 $225K 0.05% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,000 $225K 0.04% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,780 $216K 0.05% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,769 $216K <0.01% -4,910 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 5,750 $215K 0.17% -1,793 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,721 $214K 0.01% +33 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,700 $213K 0.21% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 5,700 $213K 0.07% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,685 $213K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,684 $213K <0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,511 $206K 0.01% +18 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,510 $206K 0.03% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,491 $206K 0.04% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,485 $205K 0.06% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,400 $202K 0.02% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,345 $200K 0.01% +20 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,345 $200K 0.07% new 13F-HR Timeline