Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,959,499 $273M 0.11% +9,238 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/ 2,398,815 $222M 0.02% +191,600 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,326,749 $215M 0.01% -120,368 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,070,526 $98.9M 0.01% -7,958 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,005,608 $92.9M 0.02% -1,076 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 946,863 $87.4M 1.8% -982,346 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 945,608 $87.3M 11.37% -9,131 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 877,013 $81M 0.07% -313,591 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 850,539 $78.5M 0.02% +271 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 817,228 $75.5M 0.03% -31,436 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 553,496 $51.1M <0.01% -5,104 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 540,922 $49.9M 0.01% -13,703 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 506,634 $46.8M 3.03% +18,741 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 480,006 $44.3M 0.01% +44,201 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 407,702 $37.6M 0.11% -27,965 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 326,382 $30.1M 0.03% +324,186 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 287,287 $26.5M 0.04% -12,053 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 277,043 $25.6M 0.01% +3,380 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 266,994 $24.7M 0.49% -4,438 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 260,100 $24M 0.01% 0 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 249,089 $23M <0.01% +804 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 214,393 $19.8M 0.04% +14,941 13F-HR/A Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 200,393 $18.5M 0.09% -153 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 168,601 $15.6M <0.01% -75,636 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 154,529 $14.3M 0.03% -17,415 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 149,234 $13.8M 0.02% +248 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 131,603 $12.2M 2.61% -1,807 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 128,378 $11.9M 0.04% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 117,950 $10.9M 0.11% +313 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 110,541 $10.2M 0.09% +1,141 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 106,432 $9.83M 0.02% -179,399 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 96,769 $8.94M 2.29% +950 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 95,380 $8.81M 1.13% +11 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 92,883 $8.58M 4.92% -5,091 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 92,636 $8.49M 0.01% +9,799 13F-HR Timeline Group Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 91,542 $8.45M 3.86% -8,909 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 91,364 $8.44M 0.04% -3,804 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 88,463 $8.17M 2.36% +6,281 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 88,090 $8.13M 1.3% -10,458 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 87,603 $8.09M 6.85% +1,772 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 87,420 $8.07M 0.78% +400 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 87,066 $8.04M 3.31% -1,479 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 85,375 $7.88M 1.28% +12,300 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 84,181 $7.77M 0.18% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 81,963 $7.57M <0.01% -2,145 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 79,600 $7.29M 0.01% +6,100 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 78,812 $7.28M 0.04% +26,841 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 76,142 $7.03M 0.07% -130 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 75,791 $7M 0.02% -1,474 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 75,279 $6.95M 0.16% +878 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 70,471 $6.51M 0.02% +1,590 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 69,699 $6.44M 0.01% -6,209 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 67,648 $6.25M 0.01% -12,283 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 67,479 $6.23M 0.03% +642 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 65,961 $6.16M 0.01% +1,382 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 64,519 $5.96M 1.02% -240 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 60,299 $5.57M 0.01% -1,856 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 56,059 $5.18M <0.01% +7,233 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 56,027 $5.17M 0.01% -1,967 13F-HR Timeline Group PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 54,527 $5.04M 0.04% -27,454 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 53,189 $4.91M 0.01% +21,755 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 52,222 $4.82M 0.29% -60 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 50,808 $4.69M 1.99% +635 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 50,493 $4.66M 0.02% +11,987 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,193 $4.63M 0.02% +306 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 47,853 $4.42M 0.02% -1,661 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 44,660 $4.12M 0.34% +38 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 44,567 $4.12M 1.23% +392 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 42,249 $3.9M 0.82% +99 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 40,312 $3.71M 0.02% -608 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 39,979 $3.69M 0.31% -1,852 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 39,385 $3.64M 0.45% -4,171 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 39,287 $3.63M 0.04% -49 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 38,884 $3.59M <0.01% +1,911 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,824 $3.4M 0.01% +844 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 36,645 $3.38M 0.31% -22,746 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 35,747 $3.3M 0.01% +488 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 35,238 $3.25M 2.01% -394 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 34,347 $3.17M 0.64% -3,920 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 33,946 $3.13M 0.68% -496 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 33,229 $3.07M 0.02% +1,296 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 32,561 $3.01M 0.01% +352 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 31,839 $2.94M 0.04% -3,843 13F-HR Timeline Group EQ LLC More: the full row for EQ LLC 31,143 $2.88M 1.12% -2,754 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 30,590 $2.82M 0.19% +631 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 30,545 $2.82M 0.04% -150 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 30,494 $2.82M 0.04% -330 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 29,380 $2.71M 0.53% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 28,399 $2.62M <0.01% -7,474 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 27,701 $2.56M 0.06% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 27,267 $2.52M 0.15% -1,321 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,933 $2.39M 0.01% +766 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 25,550 $2.36M 0.17% -9,020 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 25,348 $2.34M 0.42% -205 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 25,294 $2.34M 0.1% -1,788 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 25,172 $2.32M 0.12% -1,384 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 24,990 $2.31M 0.28% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 24,328 $2.25M 0.5% -200 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,630 $2.18M <0.01% -909 13F-HR/A Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,555 $2.18M 0.08% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 23,400 $2.16M 1.57% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 22,790 $2.1M 0.44% -5,282 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,767 $2.1M 0.05% +33 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 22,526 $2.09M 0.19% +776 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 22,580 $2.09M 0.28% -4,606 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 22,343 $2.06M 0.04% -400 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 22,216 $2.05M 0.07% -2,176 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,046 $2.04M <0.01% +9,748 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 22,015 $2.03M 0.02% +347 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 21,895 $2.02M <0.01% +389 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/ 21,603 $1.99M <0.01% -18,973 13F-HR/A Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 21,488 $1.98M 0.03% +15,131 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,355 $1.97M 0.06% +2,972 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 20,747 $1.92M 1.33% -644 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 19,645 $1.81M <0.01% +500 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 19,180 $1.77M 0.18% -3,720 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,129 $1.77M <0.01% +1,392 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 18,000 $1.66M <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,812 $1.64M <0.01% +2,256 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 17,807 $1.64M 0.03% -162 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,749 $1.64M 0.04% -10,520 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,427 $1.61M 0.16% +32 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 16,985 $1.57M 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,790 $1.55M 0.05% +1,118 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 16,652 $1.54M 0.1% -1,601 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 16,569 $1.53M <0.01% -289 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,223 $1.5M 0.01% -1,581 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 16,157 $1.49M 0.12% -1,001 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 16,133 $1.49M 0.96% -10 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 16,064 $1.48M 0.3% +12 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,914 $1.47M 0.06% +30 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,811 $1.46M 0.17% -577 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15,157 $1.4M 0.1% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 15,121 $1.4M 0.01% +760 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 14,872 $1.37M 0.13% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 14,825 $1.37M 0.48% -279 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 14,640 $1.35M 0.79% +695 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 14,614 $1.35M 0.69% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,249 $1.32M 0.16% +5 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 14,207 $1.31M 0.14% -384 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 14,148 $1.31M 0.47% -66 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 14,013 $1.3M 0.03% -12,913 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,008 $1.29M 0.01% -843 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,989 $1.29M 0.05% +58 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 13,985 $1.29M 0.79% +337 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 13,574 $1.25M 0.64% -913 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,498 $1.25M <0.01% +115 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,313 $1.23M 0.01% +2,581 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 13,200 $1.22M 0.04% 0 13F-HR/A Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 13,134 $1.21M 0.49% -253 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,067 $1.21M 0.31% +1,752 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 13,050 $1.2M 0.05% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,944 $1.2M 0.08% -61 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,600 $1.16M 0.07% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,489 $1.15M <0.01% -979 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,355 $1.14M <0.01% -60 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 12,217 $1.13M 0.05% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 12,028 $1.11M 0.35% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 11,972 $1.11M 0.56% -2,293 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,528 $1.06M 0.03% +631 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 11,451 $1.06M 0.59% -93,875 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11,175 $1.03M 0.2% +19 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,910 $1.01M 0.08% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,810 $998K 0.02% +1 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,563 $975K <0.01% +645 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 10,545 $974K 0.19% +9 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,541 $973K 0.01% +6,825 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,521 $972K 0.09% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 10,295 $961K 0.34% +313 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,399 $960K 0.04% +4 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,359 $957K 0.17% -244 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,954 $919K 0.02% +13 13F-HR Timeline Group Eldridge Investment Advisors, Inc. 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