MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 799,436 $118M 0.01% -27,739 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 572,104 $84.8M 0.01% -42,434 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 462,319 $68.5M 0.01% +20,115 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 332,013 $49.2M 0.73% -2,132 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 311,785 $46.2M 0.01% -1,387 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 273,580 $40.5M -3,361 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 257,237 $38.1M 0.09% +23,393 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 214,805 $33.2M 6.42% +12,926 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 212,150 $31.4M 0.01% +19,950 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 210,385 $31.2M 0.5% +145,585 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 187,725 $27.8M 0.01% +14,672 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 104,036 $15.4M 1.69% +6,001 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100,000 $14.8M 0.01% +49,643 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 98,465 $14.6M 0.02% -238 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 96,769 $14.3M 0.24% +3,479 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 95,566 $14.2M <0.01% +1,136 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 74,821 $11.1M 2.01% +2,132 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 58,881 $8.72M 0.01% +459 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 56,467 $8.37M <0.01% -10,617 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 55,763 $8.26M 0.01% +2,279 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 51,325 $7.6M <0.01% +8,455 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 50,891 $7.54M 0.04% +5,871 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,125 $7.43M 0.02% -376 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 49,821 $7.38M 1.1% +6,132 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 44,699 $6.62M 0.01% -529 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 44,471 $6.59M 0.03% +7,631 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,262 $6.26M 0.02% -322 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 40,656 $6.02M <0.01% +784 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 40,026 $5.93M 1.56% -3,889 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 38,995 $5.78M <0.01% +14,093 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 36,663 $5.43M 1.44% +1,510 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 34,899 $5.17M 0.01% -5,481 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 33,887 $5.02M 0.01% -2,451 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 33,103 $4.9M 2.42% -411 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,016 $4.89M 0.03% +249 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 32,849 $4.87M 4.32% 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 32,182 $4.77M 2.2% +615 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 31,826 $4.72M <0.01% -8,812 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,151 $3.87M 0.06% +3,151 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,035 $3.71M 0.18% +555 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 24,841 $3.68M <0.01% +14,072 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 24,468 $3.63M 0.23% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 24,034 $3.56M 0.11% +1,722 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 23,389 $3.47M <0.01% -1,223 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,346 $3.46M <0.01% -20,796 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 22,517 $3.34M <0.01% -3,504 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 20,076 $2.98M 2.21% -1,934 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 19,106 $2.97M 0.64% +758 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 19,834 $2.94M 0.03% -2,412 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19,447 $2.91M 0.11% +8,126 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 19,364 $2.87M 1.47% +821 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,156 $2.84M <0.01% +136 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 19,112 $2.83M 0.64% +35 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 18,832 $2.79M 1.88% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 18,683 $2.77M 0.03% -1,317 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 18,497 $2.74M <0.01% -30,468 13F-HR/A Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 17,360 $2.6M 0.02% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,821 $2.49M 0.04% +100 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,597 $2.46M 0.02% +16 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 16,295 $2.41M 0.49% +306 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,951 $2.36M 0.02% +1,952 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 15,600 $2.31M 0.19% 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 14,655 $2.17M <0.01% +1,708 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,882 $2.11M 0.05% -37 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 14,105 $2.09M 1.42% +1,124 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 13,726 $2.03M 0.36% +56 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 13,130 $1.95M 0.26% +300 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,874 $1.91M <0.01% +3,686 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,853 $1.9M 0.01% -1,046 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,335 $1.83M 0.02% +4,967 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,053 $1.79M -3,112 Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 12,047 $1.79M 0.19% +228 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 12,025 $1.78M 0.13% +22 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,021 $1.78M 0.01% +435 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 11,847 $1.76M 0.73% -560 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,514 $1.71M 0.04% +9 13F-HR Timeline Essex LLC More: the full row for Essex LLC 11,242 $1.67M 0.3% -30 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,663 $1.58M 0.21% 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 10,370 $1.54M <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/ 10,346 $1.53M <0.01% +1,274 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 10,200 $1.51M 0.15% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,135 $1.5M <0.01% +924 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,913 $1.47M <0.01% -1,358 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,889 $1.37M 0.21% -15 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 9,093 $1.35M 0.09% -475 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,062 $1.34M 0.05% +202 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,989 $1.33M <0.01% +549 13F-HR/A Timeline Group Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 8,889 $1.32M 1.11% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,862 $1.31M 0.37% -404 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 8,804 $1.3M 0.96% -20 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 8,055 $1.19M 0.58% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,399 $1.14M 0.05% +138 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,681 $1.14M <0.01% -31 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,618 $1.13M 0.01% +1,192 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,605 $1.13M 0.11% +120 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,399 $1.1M 0.02% -66 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,363 $1.09M <0.01% 0 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,265 $1.08M 0.07% +41 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 7,207 $1.07M 0.16% -6,206 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,067 $1.05M <0.01% +209 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,976 $1.03M <0.01% +666 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 6,940 $1.03M 0.12% +150 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,940 $1.03M 0.52% -312 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,894 $1.02M 0.02% +2,238 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,842 $1.01M 0.01% -398 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,388 $946K <0.01% 0 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,322 $937K 0.02% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,226 $923K 0.01% -293 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,220 $922K 0.03% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,170 $914K 0.06% -1,227 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,818 $862K 0.02% +1,094 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,784 $857K 0.63% +1,400 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,639 $836K 0.01% new 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,542 $821K 0.01% -73 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 5,454 $808K 0.14% -818 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,161 $806K 0.16% -1,525 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,423 $804K 0.01% -59 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,187 $769K 0.01% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,172 $766K 0.08% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 5,150 $763K 0.18% -3,916 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,103 $756K 0.06% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,937 $731K <0.01% -1,866 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,918 $729K 0.03% -187 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,850 $716K <0.01% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,805 $712K 0.02% +628 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,742 $703K <0.01% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,692 $695K 0.01% +3 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,395 $684K 0.06% 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. 4,562 $676K <0.01% -49 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,528 $671K 0.03% +272 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,522 $670K 0.05% -45 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,425 $656K 0.03% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,412 $654K <0.01% +1,554 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,354 $645K <0.01% +76 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 4,312 $639K -297 Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,283 $635K 0.19% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,132 $612K 0.08% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,129 $612K <0.01% -552 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,090 $606K 0.04% -46 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,057 $601K 0.01% -15 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,037 $598K 0.15% -43 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,015 $595K <0.01% -472 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 4,002 $593K 0.01% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,887 $576K 0.46% -44 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,780 $560K 0.32% -86 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,698 $548K 0.2% +1 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,628 $538K <0.01% -4,685 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,626 $537K <0.01% -533 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,614 $535K 0.33% -15 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 3,600 $533K 0.11% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,500 $519K +83 Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,498 $518K 0.32% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,471 $514K <0.01% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 3,444 $510K 0.26% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,383 $501K <0.01% -728 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,324 $493K <0.01% +80 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,316 $491K 0.14% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,291 $488K <0.01% -27 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,145 $469K <0.01% +131 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,991 $463K <0.01% -162 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,080 $456K <0.01% +28 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,023 $448K 0.02% +358 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,018 $447K 0.18% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 2,993 $443K 0.03% -2,207 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,965 $439K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,962 $439K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,811 $435K <0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,915 $432K 0.01% -53 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,768 $410K <0.01% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,667 $395K 0.04% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,664 $395K 0.24% +2 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,569 $381K <0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,550 $378K <0.01% +656 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,520 $373K 0.02% +49 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 2,500 $370K 0.04% new 13F-HR Timeline BAILARD, INC. 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