BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,195,734 $70.8M <0.01% +661,660 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,462,703 $47.1M <0.01% +310,630 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,247,417 $40.2M 0.01% +205,165 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,152,807 $37.2M 0.12% +72,142 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,076,340 $34.7M 0.02% +23,938 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,041,903 $33.6M 0.01% -13,331 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 546,864 $17.6M 0.06% +16,922 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 500,000 $16.1M 0.36% -320,000 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 403,261 $13M <0.01% +54,359 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 373,850 $12M 0.01% -163,615 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 372,196 $12M 0.6% +15,190 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 323,387 $10.4M <0.01% +7,841 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 295,555 $9.53M 0.34% +141,095 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 268,158 $8.64M 1.78% +12,238 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 267,953 $8.64M 0.02% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 250,000 $8.29M 0.3% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 246,315 $7.94M 0.2% +14,337 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 243,323 $7.84M 0.01% -2,756 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 242,898 $7.83M 0.01% +73,831 13F-HR Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 236,275 $7.62M 1.91% +751 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 225,853 $7.28M 2.73% +2,931 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 219,995 $7.09M 1.7% -4,725 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 219,587 $7.08M 0.01% +48,406 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 211,881 $6.83M 0.01% -32,649 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 202,437 $6.52M -1,572 Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 198,446 $6.4M 1.39% -8,669 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 194,623 $6.26M 0.42% -66,923 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 186,016 $6M <0.01% +35,082 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 182,154 $5.89M <0.01% -61,839 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 179,991 $5.8M <0.01% +8,529 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 179,966 $5.8M 0.48% +5,352 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 173,944 $5.61M <0.01% +1,483 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 168,875 $5.44M <0.01% -12,002 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 160,011 $5.16M 0.45% +4,702 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 159,686 $5.15M 0.01% -13,575 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 158,296 $5.1M 0.43% +7,038 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 154,968 $4.99M <0.01% +19,274 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 140,425 $4.53M 0.02% +2,130 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 130,908 $4.35M 0.01% +9,781 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 134,292 $4.33M 0.14% new 13F-HR Timeline Group Grange Capital, LLC More: the full row for Grange Capital, LLC 109,632 $3.53M 3.26% -3,320 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 100,426 $3.24M 0.04% +5,868 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 97,963 $3.16M 0.02% +1,785 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 93,679 $3.02M 0.57% +2,807 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 90,738 $2.92M <0.01% -33,790 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 89,250 $2.88M 0.16% +4,208 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 85,889 $2.77M 0.01% -72,630 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 84,594 $2.73M <0.01% +10,492 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 83,237 $2.68M 0.01% -15,396 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 82,634 $2.66M <0.01% -21,453 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 82,222 $2.65M 0.02% +4,365 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 70,841 $2.28M 1.01% -2,360 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 68,090 $2.19M 0.01% -1,253 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 63,861 $2.06M <0.01% +53,416 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 61,140 $1.97M 0.42% +15,803 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 57,395 $1.85M <0.01% +4,422 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 55,786 $1.8M <0.01% +27,187 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 53,500 $1.72M 0.17% 0 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 53,449 $1.72M 0.39% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 52,675 $1.7M <0.01% -1,941 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 52,291 $1.69M 0.01% -289 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 49,000 $1.68M <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 51,658 $1.66M 0.01% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 51,640 $1.66M 0.17% +1,948 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 49,938 $1.61M 1.04% +1,312 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 49,675 $1.6M 0.46% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 47,628 $1.54M 1% -19,121 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 45,225 $1.46M 0.01% -2,151 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 44,440 $1.43M 0.03% -12,846 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 44,422 $1.43M <0.01% -15,506 13F-HR Timeline Group Atwater Malick LLC More: the full row for Atwater Malick LLC 43,821 $1.41M 0.31% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 43,820 $1.41M 0.02% -297 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,755 $1.41M <0.01% +1,530 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 42,967 $1.38M 0.23% +12,095 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 41,800 $1.35M 1.21% +2,054 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 40,347 $1.3M 0.02% +471 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 39,786 $1.28M <0.01% -12,546 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 37,061 $1.19M 0.07% +2,044 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 36,870 $1.19M 0.05% +19,303 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 34,214 $1.1M 0.47% +7,214 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 31,450 $1.08M 0.02% -35 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 32,500 $1.05M 0.07% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 31,970 $1.03M <0.01% +911 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 29,132 $939K 0.02% -9,996 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,690 $925K 0.01% +400 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 28,678 $924K 0.1% -146 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 15,111 $921K 0.01% +5,736 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 27,863 $898K <0.01% +9,337 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 26,957 $869K 0.08% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 26,625 $858K 0.07% +1 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,928 $836K 0.02% +2,917 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 23,230 $749K 0.33% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,116 $745K <0.01% new 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 22,337 $720K 0.2% +831 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 20,672 $708K 0.19% +1,112 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 21,803 $703K 0.21% -2,294 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 20,740 $668K 0.25% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,680 $667K 0.01% +4,526 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,400 $657K 0.07% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,400 $657K 0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,117 $648K 0.01% +3,184 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,419 $594K 0.02% +2,084 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,659 $569K <0.01% +1,704 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 17,311 $559K 0.61% +9,497 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 17,095 $551K 0.02% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 17,041 $549K 0.56% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 16,669 $537K 0.05% +1,450 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 16,048 $517K 0.04% -895 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 15,879 $512K 0.17% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 15,793 $509K 0.35% -856 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,259 $492K 0.01% -2,520 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 15,088 $486K 0.03% +7,597 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 15,015 $484K 0.09% +1,000 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,664 $473K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,519 $468K <0.01% +2,879 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 14,424 $465K 0.56% +5,635 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,382 $464K 0.01% +831 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,066 $453K 0.02% +224 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 13,874 $447K 0.3% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,505 $435K <0.01% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 13,408 $432K 0.15% -756 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 13,336 $429K <0.01% +5,191 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 13,129 $423K <0.01% 0 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 12,940 $417K 0.04% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 12,492 $403K 0.36% -624 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 12,235 $394K 0.08% +3,205 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 11,779 $380K 0.1% -937 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 11,706 $377K 0.01% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 11,189 $361K 0.1% +4,858 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 10,925 $352K 0.05% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,494 $338K 0.01% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 10,073 $325K 0.27% +336 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,507 $306K 0.02% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,500 $306K <0.01% 0 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,375 $302K 0.01% -1,044 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 9,366 $302K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9,365 $302K 0.06% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,990 $299K 0.01% +579 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,991 $290K <0.01% +1,714 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,977 $287K <0.01% -203 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,427 $272K 0.19% new 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,120 $262K <0.01% +318 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 7,850 $253K 0.06% +300 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,500 $242K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,254 $234K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,025 $226K 0.01% +2,990 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,975 $225K 0.02% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,950 $224K <0.01% +102 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,876 $222K <0.01% -12,969 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,832 $220K <0.01% -32,258 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,753 $218K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,637 $214K <0.01% -321 13F-HR/A Timeline Group Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 6,575 $212K 0.09% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,528 $210K <0.01% +36 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,502 $210K <0.01% +146 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,419 $207K <0.01% +371 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,800 $187K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,401 $174K 0.01% +4,258 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,947 $159K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,012 $129K 0.01% -34 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,542 $81.9K 0.01% +22 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,518 $81.2K <0.01% +124 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,500 $79.8K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,445 $78.8K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,265 $73K <0.01% -199 13F-HR Timeline Group Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2,105 $67.8K 0.03% 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 1,839 $59.3K 0.03% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. 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