JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,686,641 $149M 0.01% +2,646,413 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,655,612 $91.6M 0.02% +1,434,557 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,069,109 $59.2M 3.4% +51,694 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,025,353 $56.7M 0.39% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 858,920 $47.5M <0.01% +48,366 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 484,617 $26.8M <0.01% -89,808 13F-HR Timeline Group ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 482,108 $26.7M 4.29% +37,486 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 426,235 $23.6M <0.01% +37,112 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 378,026 $20.9M 0.05% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 372,132 $20.6M <0.01% +17,112 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 358,093 $19.8M 0.24% -1,797 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 335,810 $18.6M 0.62% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 333,171 $18.4M <0.01% +169,222 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 215,721 $11.9M <0.01% -35,240 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 187,440 $10.4M <0.01% -34,327 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 178,672 $9.89M 0.01% -19,440 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 163,510 $9.03M 0.06% +81,736 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 153,620 $8.5M -6,637 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 142,448 $7.88M <0.01% +88,203 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 123,051 $6.81M 0.01% +8,166 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 107,660 $5.96M <0.01% -9,085 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 106,851 $5.91M 0.01% -5,097 13F-HR/A Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 98,098 $5.43M 2.67% -6,606 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 87,957 $4.87M 0.76% -821 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 84,790 $4.69M 0.03% -35 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 56,626 $3.13M <0.01% -4,817 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,022 $2.77M <0.01% -299,978 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 49,057 $2.71M 0.03% -2,095 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 48,388 $2.68M 0.81% +4,665 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 42,382 $2.35M 0.08% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,019 $2.21M <0.01% +2,089 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 39,630 $2.19M <0.01% +19,493 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 38,245 $2.12M 0.21% +6,275 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 37,739 $2.09M 0.03% +23,320 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,537 $2.02M <0.01% +2,033 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 34,584 $1.91M 0.01% -1,809 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 30,973 $1.71M 0.24% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 30,034 $1.66M <0.01% -71,089 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 29,574 $1.64M 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 28,716 $1.59M <0.01% -3,055 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 28,211 $1.56M 0.07% -160 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 27,981 $1.55M 0.01% -3,140 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,022 $1.5M <0.01% -5,047 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 26,591 $1.48M <0.01% -895 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,667 $1.36M <0.01% -4,405 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,752 $1.31M <0.01% -277 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 23,714 $1.31M 0.11% -25 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 22,448 $1.24M 0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 20,552 $1.14M <0.01% -3,126 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,256 $1.12M <0.01% -1,019 13F-HR/A Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 20,260 $1.12M 0.01% -1,588 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,145 $1.11M 0.04% -14 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 16,852 $932K 0.02% -3,773 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 16,529 $915K 0.02% -43,404 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 15,570 $861K 0.04% +513 13F-HR/A Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,422 $853K 0.19% +171 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 14,522 $804K <0.01% -362,300 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 14,314 $792K <0.01% +87 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,136 $782K 0.02% -169 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 13,654 $755K <0.01% 0 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 13,580 $751K 0.05% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,298 $736K <0.01% +5,187 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 12,910 $714K 0.22% +12,703 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 12,772 $707K 0.61% -314 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 12,646 $700K 0.01% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 12,620 $698K -641 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,317 $682K 0.01% -640 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,297 $680K <0.01% -7,065 13F-HR Timeline Group Evanson Financial, LLC More: the full row for Evanson Financial, LLC 12,290 $680K 0.03% 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,851 $656K <0.01% -7 13F-HR Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 11,825 $654K 0.06% +1,070 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 11,450 $634K 0.01% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 11,230 $621K +3,230 Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,935 $605K 0.02% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 10,802 $598K 0.35% +285 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,583 $586K <0.01% -1,987 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,280 $569K <0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,072 $557K 0.04% +6 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 10,000 $553K 0.09% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,765 $540K <0.01% +8,340 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 9,720 $538K 0.47% -500 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,545 $528K <0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,476 $524K 0.01% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 9,085 $520K 0.11% +3,065 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,860 $490K 0.2% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,526 $472K 0.03% +1,195 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,050 $445K <0.01% -3,074 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,047 $445K 0.01% -220 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,850 $434K 0.02% 0 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 7,365 $408K <0.01% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 7,310 $404K 0.04% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,196 $398K 0.15% -897 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,165 $396K <0.01% +441 13F-HR Timeline Group EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 6,961 $385K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,957 $385K 0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,778 $375K 0.01% -1,299 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,772 $375K <0.01% -2,248 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,591 $365K 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,490 $359K 0.01% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 6,468 $358K <0.01% -1,834 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,328 $350K <0.01% +1 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,283 $348K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,255 $346K <0.01% -657 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,125 $339K 0.01% -2,375 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,099 $337K 0.01% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,089 $337K <0.01% -100 13F-HR/A Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,886 $335K 0.15% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,929 $328K <0.01% -1,581 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 5,766 $314K 0.01% -634 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,602 $310K <0.01% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 5,485 $303K 0.05% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,244 $299K <0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,321 $294K <0.01% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,150 $291K 0.01% -19 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,184 $287K <0.01% -4,234 13F-HR/A Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,183 $287K 0.02% -910 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 4,880 $280K 0.04% new 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 5,262 $279K 0.24% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,828 $267K 0.02% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,650 $265K <0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,705 $260K <0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,685 $259K <0.01% -100 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,591 $254K 0.02% +94 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,523 $250K <0.01% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,500 $249K 0.11% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,250 $235K 0.02% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,220 $233K 0.07% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,166 $231K <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,060 $225K <0.01% -775 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,039 $223K <0.01% 0 13F-HR Timeline Group V2 Financial group LLC More: the full row for V2 Financial group LLC 4,000 $221K 0.08% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,838 $212K <0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,807 $211K 0.02% new 13F-HR Timeline TLWM More: the full row for TLWM 3,803 $210K 0.03% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,756 $208K <0.01% new 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,595 $199K <0.01% 0 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,479 $187K 0.04% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 2,973 $164K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,910 $161K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,776 $154K <0.01% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,415 $134K <0.01% -404 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,350 $130K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,280 $126K 0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,225 $123K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,050 $113K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,993 $110K <0.01% -32 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 1,940 $107K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,845 $102K 0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,745 $96.6K 0.03% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,596 $88K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,490 $82.4K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,274 $71K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,200 $66.4K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,159 $66.2K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,182 $65.4K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,048 $59.8K <0.01% +157 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,044 $57.8K <0.01% new 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 1,000 $55.3K 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,000 $55.3K 0.02% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,000 $55.3K 0.05% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,000 $55.3K 0.02% -509 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 995 $55.1K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 940 $52K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 925 $51.2K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 866 $47.9K 0.03% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 866 $47.9K 0.13% 0 13F-HR/A Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 815 $45.1K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 805 $44.5K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 781 $43.2K 0.01% 0 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 735 $40.7K 0.04% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 670 $37.1K 0.02% 0 13F-HR/A Timeline City State Bank More: the full row for City State Bank 625 $34.6K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 613 $33.9K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 610 $33.8K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 604 $33.4K <0.01% +1 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 527 $29.2K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 500 $27.7K <0.01% -363 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 500 $27.7K <0.01% 0 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 500 $27.7K <0.01% 0 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 500 $27.7K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. 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