Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,025,353 $42.9M 0.41% +998,890 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,017,415 $42.6M 2.62% +108,457 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 810,554 $33.9M <0.01% +92,827 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 574,425 $24M <0.01% +78,235 13F-HR Timeline Group ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 444,622 $18.6M 3.51% +38,996 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/ 389,123 $16.3M <0.01% +32,889 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 376,822 $15.8M 0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 359,890 $15.1M 0.21% +42,506 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 355,020 $14.9M <0.01% -3,514 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 350,000 $14.6M 0.01% -51,000 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 335,810 $14.1M 0.53% 0 13F-HR Timeline 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 250,961 $10.5M <0.01% +60,615 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 221,767 $9.28M <0.01% +123,955 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 221,055 $9.25M <0.01% -11,016 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 198,112 $8.29M 0.01% -13,618 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 163,949 $6.86M +14,207 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 160,257 $6.71M -128,711 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 116,745 $4.89M <0.01% +7,299 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 114,885 $4.81M <0.01% +101,923 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 111,948 $4.69M 0.01% -15,297 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 104,704 $4.38M 2.4% +10,548 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 101,123 $4.23M <0.01% -15,810 13F-HR/A Timeline Group MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 88,778 $3.72M 0.63% +737 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 84,825 $3.55M 0.03% -42 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 81,774 $3.4M 0.02% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 61,443 $2.57M <0.01% -107 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) 59,933 $2.51M 0.07% +51,589 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 54,245 $2.27M <0.01% -14,897 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 51,152 $2.14M 0.03% -3,035 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 43,723 $1.83M 0.58% -3,286 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 40,228 $1.65M <0.01% -31,916 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,930 $1.59M <0.01% +3,166 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 36,393 $1.52M 0.01% +13,974 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,504 $1.44M <0.01% -14,313 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,069 $1.34M <0.01% +2,691 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 31,970 $1.34M 0.14% -25,776 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 31,771 $1.33M <0.01% -1,013 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,709 $1.33M <0.01% +5,236 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 31,121 $1.3M <0.01% +5,519 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 29,087 $1.22M <0.01% +3,129 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 29,072 $1.22M <0.01% -4,985 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 28,371 $1.19M 0.06% -594 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 27,486 $1.13M <0.01% -352 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 24,029 $1.01M <0.01% +712 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 23,739 $993K 0.09% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 23,678 $991K <0.01% +4,569 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 22,448 $939K 0.01% +2,744 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 21,848 $914K 0.01% -251,511 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,275 $890K <0.01% +811 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,625 $863K 0.03% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,159 $844K 0.03% +1 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,137 $843K <0.01% -1,062 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,362 $810K <0.01% +4,287 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,251 $638K 0.16% -384 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 15,057 $630K 0.03% +241 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,419 $603K 0.01% +7,914 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,418 $603K <0.01% +5,883 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,305 $599K 0.02% -4 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 14,227 $595K <0.01% +310 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 13,654 $571K <0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,603 $569K <0.01% new 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 13,580 $568K 0.08% -2,570 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 13,261 $555K +3,998 Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 13,086 $548K 0.54% +35 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,957 $542K 0.01% +542 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 12,570 $526K <0.01% -182,918 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,282 $514K 0.03% +27 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,858 $496K <0.01% -6,356 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 11,450 $479K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,124 $466K <0.01% -4,176 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 10,755 $441K 0.04% +658 13F-HR Timeline Group NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 10,517 $440K 0.42% -1,424 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,280 $430K <0.01% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 10,220 $428K 0.44% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,225 $427K <0.01% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,066 $421K 0.03% -430 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 10,000 $418K 0.08% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,545 $399K <0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,476 $397K 0.01% -555 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,418 $394K <0.01% +834 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,020 $377K <0.01% -6,111 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,860 $371K 0.17% -100 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,510 $360K <0.01% +655 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,500 $356K 0.01% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 8,302 $347K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,267 $346K <0.01% -286 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,111 $339K <0.01% -3,676 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 8,093 $339K 0.15% +1,193 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,077 $338K 0.01% -1,847 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,000 $335K 0.04% 0 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,877 $330K 0.01% -1,408 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,850 $329K 0.01% 0 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 7,365 $308K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,331 $307K 0.02% +466 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 7,310 $306K 0.03% -500 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,912 $291K <0.01% +104 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,957 $291K 0.01% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,020 $289K 0.06% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,724 $281K <0.01% -373 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,591 $276K 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,490 $272K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,400 $268K <0.01% -250 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,327 $265K <0.01% +2,037 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,283 $263K 0.01% -890 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,189 $259K <0.01% -1,581 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,169 $258K 0.01% -460 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,099 $255K 0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,093 $255K 0.02% -970 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,383 $225K 0.01% +8 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 5,485 $225K 0.04% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,321 $223K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,244 $221K <0.01% -38,567 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,835 $202K <0.01% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,497 $202K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,785 $200K <0.01% -6,867 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 CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,218 $177K <0.01% +3 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,039 $169K <0.01% -85 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,595 $150K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,819 $118K <0.01% -15,639 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,816 $118K <0.01% 0 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,539 $106K 0.05% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,350 $98.3K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,225 $93.1K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,050 $85.8K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,025 $84.7K <0.01% +32 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 1,940 $81.2K <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 $77.2K 0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,745 $73K 0.03% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,596 $67K 0.01% +2 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,509 $63.2K 0.03% +2 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 $62.4K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,484 $62.1K <0.01% -1,228 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,425 $59.6K <0.01% +700 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,159 $58K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,274 $53K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,200 $49.2K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,000 $41.9K <0.01% 0 13F-HR Timeline Group Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 1,000 $41.9K 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,000 $41.9K 0.03% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,000 $41.9K 0.04% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 995 $41.6K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 979 $41K 0.03% 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 $39.3K <0.01% -2,400 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 925 $38.7K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 891 $37.6K <0.01% +24 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 866 $36.3K 0.03% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 866 $36.2K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 863 $36.1K <0.01% +363 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 815 $34.1K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 781 $32.7K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 670 $28K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 625 $26.2K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 613 $25.7K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 610 $25.5K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 603 $25.3K <0.01% -109 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 600 $25.1K <0.01% +560 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 500 $20.9K <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 $20.9K <0.01% 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 500 $20.9K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 476 $19.9K 0.02% +1 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 455 $19K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 400 $16.7K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 390 $16.3K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 300 $12.6K <0.01% new 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 299 $12.5K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 272 $11.4K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 262 $11K <0.01% -1 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 250 $10.5K <0.01% -10,097 13F-HR Timeline Group MOTCO More: the full row for MOTCO 250 $10.5K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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