SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 15,073 $887K 0.03% -721 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,938 $885K 0.01% +1,356 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,850 $880K <0.01% +2,759 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,756 $875K 0.04% -147 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,740 $874K 0.01% -1,587 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,743 $874K 0.02% -2,250 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 15,520 $862K 0.04% -229 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 15,466 $859K 0.22% +295 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,391 $855K 0.01% +7,101 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 15,300 $850K 0.09% -100 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 15,300 $850K 0.06% 0 13F-HR/A Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 15,281 $849K 0.04% -755 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 15,241 $846K 0.09% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 15,167 $842K 0.14% +82 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 15,000 $833K 0.11% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 15,000 $833K 0.33% +8,500 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 14,934 $829K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14,915 $828K 0.07% +1,426 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 14,657 $814K 0.03% +1,305 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,651 $814K 0.01% -361 13F-HR Timeline Group HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 14,642 $813K 0.22% +4,926 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,605 $811K 0.02% +132 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 14,537 $807K 0.03% -373 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,977 $794K 0.13% +203 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 14,264 $792K 0.07% +5,704 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 14,190 $788K 0.05% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 14,101 $783K 0.02% -7,608 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 14,032 $779K 0.22% +2,183 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,901 $772K 0.01% -53 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,812 $767K <0.01% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,807 $767K 0.01% +5,892 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 13,703 $761K <0.01% new 13F-HR Timeline Group Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 13,690 $760K 0.45% -950 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 13,614 $756K 0.04% +1,130 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 13,613 $756K 0.04% +262 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 13,600 $755K 0.19% -18 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 13,568 $753K 0.02% -3,209 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,520 $751K 0.02% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 13,427 $746K 0.08% +6,483 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 13,399 $744K 0.04% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13,391 $744K 0.03% +457 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 13,386 $743K 0.01% +900 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,199 $733K 0.2% -82 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,178 $732K 0.07% -67 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,106 $728K <0.01% -7,157 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,069 $726K 0.04% +4,041 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 13,056 $725K 0.04% -863 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 12,913 $722K 0.01% +3,808 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 13,000 $722K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,996 $722K 0.02% +72 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,798 $711K 0.26% new 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 12,790 $710K 0.38% -185 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 12,708 $706K 0.14% +483 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,688 $705K 0.04% +110 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 12,561 $698K 0.03% +596 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 12,557 $697K 0.13% +1,285 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12,475 $693K 0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,425 $690K 0.01% -1,850 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,410 $689K 0.03% +672 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 12,402 $689K 0.26% -248 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 12,394 $688K 0.04% +1,581 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 12,360 $686K 0.1% +69 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 12,358 $686K 0.04% -377 13F-HR Timeline JCP Investment Management, LLC in group JCP Investment Management, LLC More: the full row for JCP Investment Management, LLC 12,293 $683K 0.36% 0 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 11,970 $665K 0.07% +1 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,910 $661K 0.04% -1,701 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,295 $661K 0.01% +99 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,872 $659K <0.01% -14 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,784 $654K 0.02% -677 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 11,688 $649K 0.02% -1,077 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 11,679 $649K 0.21% +3,722 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 11,600 $644K 0.61% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,599 $644K 0.02% +736 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11,584 $643K 0.01% +752 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,535 $641K 0.01% -521 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 11,504 $639K 0.15% +381 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,503 $639K 0.01% -668 13F-HR Timeline Group Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 11,388 $632K 0.08% +127 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,291 $627K 0.01% -605 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 11,271 $626K 0.42% +1,447 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) 11,233 $624K 0.02% +2,583 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 11,098 $616K 0.08% -2,255 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 11,064 $614K 0.04% +4,892 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,044 $613K <0.01% 0 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 10,987 $610K 0.2% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,946 $608K 0.01% -1,887 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,433 $601K 0.01% +206 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,800 $600K 0.03% -800 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,896 $599K 0.02% +991 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,785 $599K 0.04% +2,601 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 10,757 $597K 0.02% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 10,691 $594K 0.11% -3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,609 $593K 0.02% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,652 $592K 0.02% -3,207 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 10,635 $591K 0.27% +3,719 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,568 $587K 0.03% -297 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,543 $585K 0.14% 0 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10,471 $581K 0.24% +377 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,451 $580K 0.04% -403 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,361 $575K <0.01% new 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,343 $574K 0.17% +288 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,324 $573K 0.01% +1,732 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 10,154 $564K 0.09% -8,305 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,098 $561K 0.01% -298 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,409 $558K 0.13% +37 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 10,030 $557K <0.01% new 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 10,016 $556K 0.17% +9,972 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 10,000 $555K 0.26% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,975 $554K 0.09% +1,180 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,934 $552K 0.01% -1,865 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 9,907 $550K 0.13% new 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 9,884 $549K 0.27% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 9,872 $548K 0.28% +174 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,815 $545K 0.06% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 9,707 $539K 0.16% +3,304 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,686 $538K 0.03% +2,242 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,655 $536K 0.03% +455 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,640 $535K 0.01% -3,570 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,614 $534K 0.01% -1,379 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 9,606 $533K 0.02% +2,212 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,604 $533K 0.01% +527 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 9,582 $532K <0.01% -1,557 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 9,536 $530K <0.01% -186 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 9,466 $529K <0.01% +3,472 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,521 $529K 0.01% -542 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 9,503 $528K 0.16% -212 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 9,400 $526K 0.02% -2,100 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,424 $523K 0.03% +1,191 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,392 $522K 0.01% -45 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,349 $519K 0.01% +2,632 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,319 $517K 0.14% -22 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,297 $516K 0.03% +5,846 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 9,208 $511K 0.2% +22 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 9,143 $508K 0.04% -2,780 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 9,107 $506K 0.26% +164 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 9,096 $505K 0.08% +2,075 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 9,038 $502K 0.09% +24 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 9,038 $502K 0.08% +51 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 9,022 $501K 0.06% +1,606 13F-HR/A Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 8,925 $496K 0.19% +240 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8,918 $495K 0.23% +4,785 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,910 $495K 0.01% +680 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,859 $492K <0.01% +2,029 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,849 $491K 0.01% -3,716 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 8,842 $491K 0.24% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 8,800 $489K 0.01% +2,000 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,764 $487K 0.04% +2,958 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 8,738 $485K 0.22% -5,790 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 8,677 $482K 0.02% new 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,675 $482K 0.01% -2 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 8,611 $478K 0.01% +38 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,608 $478K <0.01% +52 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 8,563 $476K 0.03% +855 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 8,535 $474K 0.27% -233 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 8,523 $473K 0.06% -119 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,452 $469K 0.02% -25 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,434 $468K 0.02% -69 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,406 $467K 0.08% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,403 $467K 0.07% +3,717 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 8,383 $466K 0.05% -1 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,343 $463K 0.24% +748 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,325 $462K 0.11% -100 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,277 $460K 0.05% +825 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,240 $458K 0.04% -548 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 8,235 $457K 0.16% +40 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 8,218 $456K 0.16% +68 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,212 $456K 0.08% +1 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 8,194 $455K 0.32% +514 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,083 $449K 0.03% -130 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,057 $447K 0.01% -124 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,455 $446K 0.01% +122 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,990 $444K 0.01% +22 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 7,965 $442K 0.18% new 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,944 $441K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,780 $432K 0.04% +922 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,754 $431K <0.01% -357 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 7,747 $430K 0.21% -159 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 7,706 $428K 0.34% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,702 $428K 0.04% +15 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 7,700 $428K 0.27% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,641 $424K 0.09% -203 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,618 $423K <0.01% -21 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,579 $421K <0.01% +519 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,534 $418K 0.12% +1 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 7,509 $417K 0.88% +720 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 7,508 $417K 0.1% -8,232 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,500 $416K 0.1% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,464 $414K 0.09% +300 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 7,454 $414K <0.01% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,446 $414K 0.01% +56 13F-HR Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 7,383 $410K 0.06% -3,750 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,372 $409K 0.05% -181 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,366 $409K 0.02% +1 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,327 $407K 0.07% +217 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,315 $406K <0.01% +122 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 7,247 $402K 0.07% +1,793 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,242 $402K <0.01% +3 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 7,229 $401K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,226 $401K 0.05% +289 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,141 $397K 0.04% +1,626 13F-HR Timeline