Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 166,943 $8.77M 0.65% -38,595 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 166,889 $8.77M 0.43% -15,674 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 165,094 $8.68M 0.01% -530,729 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 164,299 $8.64M 0.27% -20,417 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 161,544 $8.49M 1.19% -2,847 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 157,971 $8.3M 0.14% -2,138 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 157,149 $8.26M 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 153,073 $8.05M 0.25% +2,101 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 152,004 $7.99M 2.45% +7,456 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 151,405 $7.96M 0.49% -1,351 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 150,148 $7.89M 1.22% -21,422 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 150,048 $7.85M <0.01% +42,153 13F-HR Timeline Group SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 148,628 $7.81M 6.38% +9,169 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 146,102 $7.68M 0.06% +67,418 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 145,921 $7.67M 2.33% -785 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 145,225 $7.61M 0.01% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 141,432 $7.43M 1.26% +2,091 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 140,197 $7.37M 5.46% +1,364 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 138,988 $7.31M 3.62% -3,562 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 135,254 $7.11M 0.01% -38,648 13F-HR Timeline Group Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 135,179 $7.11M 0.97% -757 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 133,030 $6.99M 5.49% +200 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 131,660 $6.92M 0.22% -10,438 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 129,841 $6.82M 0.06% +11,598 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 127,418 $6.7M <0.01% -10,258 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 125,100 $6.58M 0.01% new 13F-HR Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 124,990 $6.57M 0.89% +5,200 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 124,664 $6.55M 4.09% -11,230 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 124,159 $6.53M 0.77% -4,987 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 123,546 $6.49M 0.11% -3,828 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 122,624 $6.45M 0.67% -1,807 13F-HR Timeline CROBAN More: the full row for CROBAN 120,979 $6.36M 2.99% +5,743 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 120,586 $6.34M 0.34% -1,146 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 119,733 $6.29M 2.24% +6,765 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 118,495 $6.23M 0.8% +14,190 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 116,642 $6.13M 4.23% +10,169 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 111,889 $5.88M 4.33% -5,000 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 111,666 $5.87M 0.1% -13,695 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 122,934 $5.83M 2.3% +10,079 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 110,279 $5.8M 0.03% -490 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 112,148 $5.79M 0.08% +3,470 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 110,159 $5.79M 0.02% +6,662 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 109,000 $5.73M 0.02% +4,000 13F-HR/A Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 108,634 $5.71M 0.44% +1,930 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 107,751 $5.7M 0.52% -6,039 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 108,325 $5.69M 0.42% +6,809 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 107,644 $5.66M 2.74% +39,098 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 106,259 $5.58M 0.41% -54,594 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 106,072 $5.58M 0.91% +4,086 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 106,063 $5.57M 1.35% -10,907 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 104,780 $5.51M 0.19% -3,504 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 104,730 $5.5M 0.2% -2,014 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 102,614 $5.39M 0.44% -66 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 101,438 $5.33M 1.2% +5,336 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 101,320 $5.33M 0.03% -27,319 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 100,135 $5.26M 0.61% +32,530 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 99,420 $5.23M 0.52% +5,181 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 98,814 $5.2M 1.13% +3,140 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 98,987 $5.2M 0.32% +448 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 96,460 $5.07M 0.23% +13,051 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 96,134 $5.05M 0.01% +32,556 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 95,371 $5.01M 0.55% +2,682 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 95,120 $5M 0.06% +75,923 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 95,000 $4.99M 0.74% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 94,867 $4.98M 0.02% +17,304 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 94,402 $4.96M 3.17% -9,482 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 93,903 $4.94M <0.01% +53 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 93,852 $4.93M 1.97% +11,696 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 93,501 $4.91M 1.5% +5,193 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 92,819 $4.88M 0.11% -98,453 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 92,415 $4.86M 0.14% +34,773 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 92,211 $4.85M 0.39% -49,684 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 91,173 $4.79M 0.47% +2,276 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 91,163 $4.79M 1.55% +3,081 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 90,878 $4.78M 1.78% -756 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 90,769 $4.77M 0.28% +290 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 90,716 $4.77M 0.04% +14,750 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 89,439 $4.7M 0.01% +15,114 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 88,536 $4.67M 0.07% +21,249 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 87,861 $4.62M 0.24% -12,660 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 88,733 $4.6M 0.01% -1,357 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 87,179 $4.58M 0.31% +3,674 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 87,161 $4.58M 0.24% +4,789 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 85,562 $4.5M 1.17% -232 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 83,115 $4.37M 2.16% -400 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 82,764 $4.35M 0.08% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 81,788 $4.29M 0.15% +5,557 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 80,715 $4.24M 1.08% -1,650 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 80,691 $4.24M +46,948 Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 80,299 $4.22M 0.96% +1,698 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 78,693 $4.14M 0.17% +2,124 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 78,663 $4.13M 0.06% -6,743 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 77,292 $4.06M 0.06% +616 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 76,757 $4.03M 1.58% -1,144 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 76,609 $4.03M 0.19% -2,639 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 75,466 $3.97M 1.33% +2,051 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 74,920 $3.94M 2.66% -306 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 74,896 $3.94M 0.14% +1,100 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 74,754 $3.93M +66,714 Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 74,422 $3.91M 1.41% new 13F-HR/A Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 74,334 $3.91M 3.31% +2,612 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 73,240 $3.85M 0.98% +4,065 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 72,765 $3.82M 0.06% +21,275 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 72,141 $3.79M 0.28% +9,835 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 71,738 $3.77M 1.77% +12,361 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 70,898 $3.72M -14,614 Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 69,552 $3.66M +37,351 Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 69,169 $3.64M 0.01% +6,587 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 68,569 $3.6M 0.06% -1,800 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 68,121 $3.58M 0.07% +22,183 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 66,095 $3.47M 0.13% -335 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 66,035 $3.47M 1.73% +5,031 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 65,776 $3.46M 3.3% -64,266 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 65,660 $3.45M 0.05% +3,644 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 65,421 $3.44M 0.54% -1,303 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 65,503 $3.44M 0.04% +60,605 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 64,626 $3.4M 0.39% +1,028 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 64,063 $3.37M 1.21% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 63,866 $3.36M 0.01% -80,322 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 63,190 $3.32M 0.64% +1,000 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 63,068 $3.31M 1.44% +2,036 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 62,966 $3.31M 0.17% +2,100 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 62,567 $3.29M 1.37% +15,250 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 61,902 $3.25M 1% -21,898 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 61,800 $3.25M 0.68% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 61,640 $3.24M 0.4% +12,655 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 61,593 $3.24M 0.23% +2,122 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 60,847 $3.2M 1.54% +5,944 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 60,565 $3.18M 0.04% +56,681 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 60,533 $3.18M 1.17% +35,086 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 60,342 $3.17M 0.52% +3,893 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 60,258 $3.17M 0.04% +1,275 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 60,046 $3.16M 2.66% +6,170 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 59,739 $3.14M 0.36% +7,419 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 59,567 $3.13M 1.26% +256 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 59,360 $3.12M 0.07% +8,200 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 58,384 $3.07M <0.01% -4,404 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 58,081 $3.05M 0.09% -1,114 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 58,047 $3.05M 0.04% -6,934 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NEW SOUTH CAPITAL MANAGEMENT INC More: the full row for NEW SOUTH CAPITAL MANAGEMENT INC 57,990 $3.05M 0.15% +765 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 57,300 $3.01M 0.02% new 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 57,083 $3M 0.51% +14,106 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 57,197 $3M 0.2% +12,688 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 57,041 $3M 0.79% +14,390 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 56,610 $2.99M 0.02% +28,596 13F-HR Timeline Group BG Investment Services, LLC More: the full row for BG Investment Services, LLC 56,772 $2.98M 2.48% +2,746 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 56,655 $2.98M 0.09% +1,749 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 56,270 $2.95M 0.03% -83 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 55,485 $2.92M 0.23% -265 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 55,189 $2.9M 0.09% +16,493 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 53,384 $2.81M 0.34% +17,704 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 52,972 $2.78M 0.03% +10,595 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 53,115 $2.78M 0.01% +23,986 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 52,912 $2.78M 0.92% +226 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 52,059 $2.74M 2.05% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 51,831 $2.72M 0.52% -560 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 50,722 $2.68M 0.13% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 50,825 $2.67M 0.59% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 50,712 $2.67M 0.59% +818 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 50,487 $2.65M 0.38% -1,046 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 49,732 $2.61M 0.14% -5,608 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 49,359 $2.59M 0.06% -2,130 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 48,944 $2.57M 0.23% -435 13F-HR Timeline Group Quaker Capital Investments, LLC More: the full row for Quaker Capital Investments, LLC 48,700 $2.56M 0.63% +21,700 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 48,486 $2.55M 1.72% +173 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 47,696 $2.51M 0.09% +3,648 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 47,557 $2.5M 0.31% -12,867 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 47,356 $2.49M 0.05% +3,580 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 46,162 $2.43M 0.29% -1,183 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 45,914 $2.41M 2.48% +113 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 45,612 $2.4M 0.16% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 45,111 $2.37M 0.04% -100 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 44,418 $2.33M 0.29% +7,528 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 43,966 $2.31M 0.02% +61 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 43,783 $2.3M 0.05% +4,541 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 43,653 $2.29M 0.05% +23,120 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 43,253 $2.27M 1.34% +1,085 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 42,437 $2.23M 0.02% -22,026 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 41,967 $2.21M 0.01% +965 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 41,711 $2.19M 0.65% +1,648 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 41,630 $2.19M 0.03% 0 13F-HR/A Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 41,302 $2.16M 1.05% +961 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 40,992 $2.15M 0.09% +1,396 13F-HR Timeline Vise Technologies, Inc. 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