SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 15,953 $1.08M 0.01% +4,937 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,910 $1.08M 0.12% new 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 16,118 $1.08M 0.03% 0 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,877 $1.07M 0.05% +5,596 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,862 $1.07M 0.05% +121 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,817 $1.07M 0.05% +10,444 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 15,769 $1.07M 0.08% 0 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 15,756 $1.07M 0.26% +79 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 15,657 $1.04M 0.04% -18,936 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 15,397 $1.04M 0.01% +1,011 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 15,300 $1.04M 0.09% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 15,273 $1.03M 0.15% +1,162 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,292 $1.03M 0.06% +8,282 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 15,069 $1.02M <0.01% -8,228 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,045 $1.02M 0.03% -574 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,016 $1.02M 0.01% +3,770 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,015 $1.02M 0.06% +1,612 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 15,000 $1.02M 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Night Squared LP More: the full row for Night Squared LP 14,973 $1.01M 0.6% 13F-HR/A Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 14,953 $1.01M 0.39% -90 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,820 $1M 0.08% +778 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 14,741 $998K 0.03% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,429 $983K 0.03% +7,199 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 15,813 $967K 0.32% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 14,190 $961K 0.04% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,112 $955K 0.01% -1,447 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 14,112 $955K 0.07% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,101 $954K 0.08% +14,088 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,052 $951K 0.06% +8,295 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,989 $947K 0.01% +2,251 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,884 $940K 0.01% +10,387 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 13,688 $927K 0.47% +909 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 13,676 $926K 0.46% -535 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,657 $924K 0.04% +128 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 13,655 $924K 0.04% +949 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,633 $923K 0.03% +9,147 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 13,600 $921K 0.35% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 13,466 $912K 0.04% -969 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 13,441 $910K 0.48% -160 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 13,379 $906K 0.07% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 13,327 $902K 0.04% -26,223 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,073 $884K 0.06% -25 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 13,051 $883K 0.07% +1,716 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 13,046 $883K 0.06% +33 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 13,000 $880K 0.01% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,997 $880K 0.31% +1 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 12,914 $874K 0.12% -15 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 12,860 $870K 0.14% new 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 12,850 $870K 0.7% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,849 $870K 0.03% +825 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,144 $867K 0.05% -932 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 12,701 $860K 0.3% -623 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,691 $859K 0.01% -812 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,545 $850K <0.01% +213 13F-HR Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 12,482 $845K 0.22% -7,768 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,338 $835K 0.06% +57 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 12,337 $835K 0.18% +4,101 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 12,331 $835K 0.03% -2,012 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 12,056 $816K 0.74% +7,221 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 12,047 $815K 0.25% +60 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 12,036 $815K 0.75% -1,328 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 12,191 $813K 0.02% -152,134 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 12,001 $812K 0.06% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 11,937 $808K 0.11% -1,973 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 11,784 $798K 0.09% +1,959 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,720 $793K 0.02% +1,433 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 11,705 $792K 0.08% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,614 $786K 0.13% -78 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 12,000 $785K 0.03% +800 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,545 $781K <0.01% -1,936 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 11,420 $773K 0.05% -584 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 11,350 $768K 0.27% +652 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,308 $765K 0.02% -881 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 10,610 $762K 0.39% -1,089 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 11,255 $762K 0.21% -34 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 11,182 $757K 0.12% +174 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,059 $749K <0.01% -2,853 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,044 $748K <0.01% -4,525 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,009 $745K 0.01% +83 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,986 $744K 0.03% +2,443 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 10,957 $742K 0.01% +891 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 10,834 $733K 0.39% +823 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,786 $730K 0.07% +2,243 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 10,735 $727K 0.13% 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,664 $722K 0.18% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,642 $720K 0.01% +1,115 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 10,569 $715K 0.09% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,543 $714K 0.2% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 10,511 $711K 0.5% -459 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,460 $710K 0.07% -638 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,466 $708K 0.09% +1,203 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,463 $708K 0.04% -104 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,593 $707K 0.07% +541 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,408 $705K 0.02% -3,872 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,403 $704K 0.05% +328 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,334 $700K 0.04% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 10,258 $694K <0.01% -141,471 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,214 $691K 0.08% +388 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,192 $690K 0.02% -480 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,142 $686K 0.08% -1,858 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,075 $682K 0.02% +5,536 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 10,040 $680K 0.02% +49 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10,041 $680K 0.28% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 10,027 $679K 0.01% new 13F-HR Timeline Group Lipe & Dalton More: the full row for Lipe & Dalton 10,000 $677K 0.38% 0 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 10,000 $677K 0.27% -10,000 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,950 $673K 0.01% +603 13F-HR Timeline Group Sciencast Management LP More: the full row for Sciencast Management LP 9,943 $673K 0.16% -19,206 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,918 $671K 0.02% +1,359 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,911 $671K 0.02% +78 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,895 $670K 0.07% -164 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 9,884 $669K 0.44% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 9,874 $668K 0.04% -903 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,863 $668K 0.14% +5,294 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9,817 $665K 0.11% +3,313 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,819 $665K 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,736 $659K 0.03% +3,344 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,731 $659K 0.01% +1,766 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,730 $659K 0.18% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,669 $654K 0.03% +705 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,662 $654K 0.02% new 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 9,655 $654K 0.09% +1,312 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,595 $650K 0.02% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,794 $645K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,518 $644K 0.02% -101 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,507 $644K 0.11% +982 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,441 $639K 0.05% +905 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,428 $638K <0.01% +29 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,282 $632K 0.25% -83,235 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 9,326 $631K 0.27% new 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 9,309 $630K 0.01% +864 13F-HR/A Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 9,270 $627K <0.01% +172 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,232 $625K 0.27% -33 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,221 $624K 0.05% -2,029 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,159 $620K 0.06% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,147 $619K 0.01% new 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,126 $618K 0.06% -256 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 9,112 $617K 0.34% -391 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 9,102 $616K 0.33% +72 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 9,090 $615K 0.42% -100 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 9,089 $615K 0.24% +185 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 9,073 $615K 0.01% +42 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,079 $615K 0.02% -426 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 9,070 $614K 0.11% -151 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 9,000 $609K 0.12% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,967 $607K 0.02% +348 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,928 $604K 0.05% +17 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,901 $602K 0.01% -12 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,900 $602K 0.17% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 8,809 $596K 0.18% +44 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,800 $596K 0.2% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,772 $594K 0.02% -65 13F-HR Timeline Group Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 8,647 $585K 0.3% +948 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 8,642 $585K 0.12% +142 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,031 $578K 0.2% -1,254 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,472 $578K 0.03% +755 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,535 $578K 0.01% -58 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,531 $577K 0.03% +1,866 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 8,384 $568K 0.08% -99 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,334 $564K 0.03% -1,962 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,328 $564K 0.02% -2,939 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,297 $562K 0.13% -290 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 8,275 $560K 0.26% -3,658 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,394 $560K 0.05% -983 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,271 $560K <0.01% +139 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 8,241 $558K 0.07% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,168 $553K 0.02% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,137 $551K 0.09% +99 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,105 $549K 0.25% +34 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,055 $545K 0.01% -1,507 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,049 $545K 0.04% +155 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 8,020 $543K 0.19% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,983 $540K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,975 $540K 0.01% +511 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 7,930 $537K 0.74% +44 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,918 $536K 0.16% +216 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,911 $535K 0.04% +575 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 7,891 $534K 0.04% -13,164 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,879 $533K 0.01% -1,036 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,519 $529K 0.04% -488 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,807 $528K 0.04% +224 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 7,797 $528K 0.38% +1,116 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,782 $527K 0.25% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,759 $525K 0.03% +653 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,755 $525K 0.01% +3,004 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,649 $518K 0.03% +60 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,645 $518K 0.03% +492 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 7,621 $516K 0.1% +166 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,600 $514K 0.13% +2 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 7,597 $514K 0.04% +597 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,579 $513K 0.02% -255 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,563 $512K 0.04% +281 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,531 $510K 0.01% +1,750 13F-HR Timeline Group Wealth Management Associates, Inc. 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