SCS Capital Management LLC More: the full row for SCS Capital Management LLC 121,664 $18M 0.17% -6,497 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 121,227 $18M 0.37% -162 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 121,048 $18M 1.61% -8,280 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 121,022 $17.9M 0.03% +18,253 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 120,055 $17.8M 0.27% -12,887 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 119,182 $17.7M 0.27% -2,043 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 119,020 $17.7M 3.92% -26,821 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 118,870 $17.6M 2.2% -160,650 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 118,675 $17.6M 1.01% +11,477 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 118,530 $17.6M 11.63% +509 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 117,826 $17.5M 0.08% +1,771 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 117,650 $17.4M 0.1% new 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 117,563 $17.4M 1.62% -10,115 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 116,140 $17.2M 4% +7,403 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 115,689 $17.2M 3.72% +1,116 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 115,578 $17.1M 1.45% -16,490 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 115,404 $17.1M 0.49% +500 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 116,780 $17M 2.03% +5,080 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 114,399 $17M 4.82% +322 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 114,357 $17M 0.71% +1,546 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 114,334 $17M 0.09% -539 13F-HR Timeline 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. 114,064 $16.9M 1.99% +866 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 114,064 $16.9M 2.14% +8,102 13F-HR/A Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 114,038 $16.9M 6.44% -1,105 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 114,016 $16.9M 0.17% +85,111 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 113,634 $16.9M <0.01% -81,200 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 113,426 $16.8M 0.23% -7,378 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 113,115 $16.8M 0.97% +13,817 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 112,697 $16.7M 0.71% -978 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 114,164 $16.6M +57,179 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 111,038 $16.5M 0.08% +2,635 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 110,295 $16.4M 6.77% -723 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 109,652 $16.3M 2.59% -484 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 108,941 $16.2M 0.14% -1,363 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 108,901 $16.2M 0.29% +2,042 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 108,471 $16.1M 3.44% +9,529 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 108,001 $16M 3.19% +689 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 107,734 $16M 1.57% +69,681 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 107,494 $15.9M 0.35% -4,956 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 155,764 $15.9M 2.44% +6,722 13F-HR/A Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 106,618 $15.8M 0.68% -638 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 106,366 $15.8M 1.17% -443 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 106,014 $15.7M 0.78% +57,955 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 105,624 $15.7M 2.18% +4,163 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 105,340 $15.6M 2.96% +104,417 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 104,814 $15.5M 0.55% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 104,596 $15.5M 0.33% -3,982 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 104,357 $15.5M 2.13% -642 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 104,297 $15.5M 7.4% +1,815 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 104,231 $15.5M 2.89% -3,131 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 103,673 $15.4M 4.11% +5,180 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 103,294 $15.3M 0.12% -233,990 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 103,538 $15.3M 0.04% -1,225 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 102,368 $15.2M 2.54% +830 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 102,219 $15.2M 0.28% -632 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 102,092 $15.1M 1.74% +11,234 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 101,896 $15.1M 6.65% +2,668 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 101,419 $15M 1.22% +3,704 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 101,397 $15M 0.19% +194 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 101,192 $15M 5.68% +60,581 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 101,136 $15M 1.31% +862 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 100,992 $15M 0.65% +3,378 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 100,644 $14.9M 3.35% -3,766 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 99,482 $14.8M 0.58% -354 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 99,424 $14.7M 10.43% -472 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 99,184 $14.7M 5.24% -2,104 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 98,755 $14.6M 0.22% +7,644 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 98,561 $14.6M 1.9% +2,465 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 98,337 $14.6M 3.5% -6,052 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 97,537 $14.5M 0.21% -5,465 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 97,291 $14.4M 1.36% -3,967 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 97,283 $14.4M 0.38% +6,234 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 96,732 $14.3M 5.63% +23 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 96,204 $14.3M 1.06% -2,815 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 95,774 $14.2M 4.97% +36 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 95,431 $14.2M 5.93% +2,661 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 95,087 $14.1M 6.36% +158 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 93,112 $13.8M 0.66% +5,700 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 93,071 $13.8M 1.44% +10,427 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 92,927 $13.8M 0.32% +783 13F-HR Timeline Group TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 92,452 $13.7M 1.49% +65 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 91,747 $13.6M 3.82% +2,480 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 91,403 $13.6M 7.1% +3,788 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 91,345 $13.5M 1.03% -8,107 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 91,325 $13.5M 6.42% +6,369 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 91,167 $13.5M 1.01% -1,513 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 91,530 $13.5M 1.11% -1,981 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 90,870 $13.5M 7.98% -1,638 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 90,166 $13.4M 1.39% +3,503 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 89,888 $13.3M 4.47% -797 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 89,671 $13.3M 4.33% +586 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 89,277 $13.2M 3.68% +972 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 89,125 $13.2M 0.35% -699 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 88,580 $13.1M 2.54% -1,668 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 87,766 $13M 1.12% -17,725 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 87,694 $13M 0.5% +3,371 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 87,656 $13M 11.04% +7,496 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 87,414 $13M 7% +2,391 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 86,515 $12.8M 1.73% -1,689 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 86,405 $12.8M 2.4% -360 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 86,247 $12.8M 0.09% -2,338 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 86,072 $12.8M 1.04% +1,960 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 85,977 $12.8M +4,284 Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 86,231 $12.7M +4,911 Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 85,779 $12.7M 1.88% -986 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 84,702 $12.6M 1.93% -5,910 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 84,684 $12.6M 1.9% +1,021 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 84,031 $12.5M 1.74% -7,245 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 83,667 $12.4M 0.04% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 83,428 $12.4M 5.97% -4,937 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 83,416 $12.4M 0.83% -46,260 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 83,359 $12.4M 5.38% +2,121 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 83,114 $12.3M 1.27% -7,612 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 82,128 $12.2M 0.19% +776 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 83,762 $12.2M 0.17% -2,826 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 82,026 $12.2M 0.24% -1,056 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 81,825 $12.1M 0.26% -184 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 81,763 $12.1M 0.13% -3,146 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 81,434 $12.1M 1.94% -1,296 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 81,382 $12.1M 0.2% +960 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 81,327 $12.1M 0.26% +31,708 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 81,300 $12.1M 0.88% -3,037 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 80,910 $12M 5.64% -15,587 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 80,718 $12M 0.94% -2,920 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 80,594 $12M 0.95% +41,956 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 80,573 $11.9M 9.68% -667 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 80,495 $11.9M 3.74% -1,669 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 80,449 $11.9M 0.5% +4,456 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 79,845 $11.8M 0.7% +3,334 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 79,811 $11.8M 0.11% +77,459 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 79,772 $11.8M 4.96% +21,295 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 79,511 $11.8M 2.61% -8,737 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 79,415 $11.8M 0.56% -11,169 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 79,404 $11.8M 8.63% -753 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 79,189 $11.7M 0.11% +2,184 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 79,102 $11.7M 0.41% +4,374 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 93,964 $11.7M 0.48% +17,383 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 78,722 $11.7M 4.72% -702 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 78,678 $11.7M 0.43% -509 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 78,500 $11.6M 0.06% -22,721 13F-HR/A Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 78,298 $11.6M 0.29% +4,019 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 78,162 $11.6M 1.66% -677 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 78,096 $11.6M 1.06% +237 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 78,089 $11.6M 2.77% -766 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 77,849 $11.5M 0.59% -702 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 77,729 $11.5M 0.37% -7,886 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 77,181 $11.4M 2.99% +11,861 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 77,100 $11.4M 0.01% -177,100 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 76,731 $11.4M 0.21% +75 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 76,654 $11.4M 12.56% -2,730 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 75,839 $11.2M 1.73% +2,208 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 75,769 $11.2M 1.01% +76 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 75,604 $11.2M 1.98% -1,775 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 75,467 $11.2M 2.22% +910 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 75,300 $11.2M 2.47% -427 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 74,930 $11.1M 2.4% +955 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 74,692 $11.1M 0.17% +214 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 74,689 $11.1M 2.74% +550 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 74,399 $11M 9.45% -2,157 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 74,377 $11M 1.69% +2,855 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 74,029 $11M 5.25% +2,293 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 73,728 $10.9M 3.3% -3,189 13F-HR Timeline Group Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 73,269 $10.9M 5.53% -1,232 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 73,148 $10.8M 1.48% +5,021 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 73,087 $10.8M 0.67% +448 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 73,051 $10.8M 2.26% +1,293 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 72,845 $10.8M 0.12% +67,851 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 72,554 $10.8M 2% +636 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 72,390 $10.7M 5.94% -19,385 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 72,178 $10.7M 4.33% +3,048 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 72,146 $10.7M 0.52% -1,041 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 72,039 $10.7M 0.01% 0 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 72,024 $10.7M 1.07% -1,899 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 71,913 $10.7M 7.5% -3,257 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 71,323 $10.6M 0.65% +7,007 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 70,869 $10.5M 7.1% +531 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 70,718 $10.5M 2.55% +8,396 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 84,355 $10.4M 2.13% -10,285 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 70,239 $10.4M 2.39% +406 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 70,134 $10.4M 0.6% -659 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 70,026 $10.4M 3.68% -3,198 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 70,005 $10.4M 1.7% +1,520 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 69,914 $10.4M 0.64% +484 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 69,807 $10.4M 3.17% +571 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 69,457 $10.3M 1.2% -811 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 69,439 $10.3M 0.84% +1,470 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 69,218 $10.3M 2.42% +931 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 69,193 $10.3M 3.2% -502 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 69,094 $10.2M 1.36% +2,016 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 69,045 $10.2M 1.51% -372 13F-HR Timeline Sherman Asset Management, Inc. 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