Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 15,856 $1.07M 0.06% +1,597 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 15,822 $1.07M 0.01% +15,802 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 15,681 $1.06M 0.3% new 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 15,670 $1.06M 0.12% -5,330 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,561 $1.05M 0.06% -50 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,447 $1.04M 0.02% +2,816 13F-HR/A Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 15,347 $1.03M 0.26% -1,461 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 15,300 $1.03M 0.08% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 15,264 $1.03M 0.03% +1,254 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 15,241 $1.03M 0.13% -1,467 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,142 $1.02M 0.01% +7,078 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 15,000 $1.01M 0.13% new 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 14,930 $1.01M 1.29% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 14,911 $1.01M 0.06% +5,577 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,780 $996K 0.07% -284 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 14,734 $993K 0.32% -4,578 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,703 $991K 0.01% -6,934 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 14,666 $989K 0.63% +10,558 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 14,309 $965K 0.52% +1,700 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,292 $963K 0.05% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 14,272 $962K <0.01% +1,521 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 14,190 $957K 0.03% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 14,118 $952K 0.02% +650 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 14,050 $947K 0.04% -2,226 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,015 $945K 0.07% -515 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,766 $928K 0.02% +742 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 13,929 $925K 0.04% +2,500 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 13,600 $917K 0.29% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 13,585 $916K 0.54% +167 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,512 $911K 0.01% +1,943 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,485 $909K <0.01% +624 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 14,086 $908K 0.15% +6,962 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,422 $905K 0.11% +1,751 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 13,422 $905K 0.03% +7,001 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 13,288 $896K 0.17% +264 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,202 $890K 0.09% +2,422 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 13,180 $888K 0.12% -18,562 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,035 $879K 0.26% -51 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 13,000 $876K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,921 $871K 0.03% -336 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 12,834 $865K 0.23% +6,244 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,805 $863K 0.01% +196 13F-HR Timeline Group St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 12,651 $853K 0.36% -247 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 12,510 $843K <0.01% +10,126 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 12,511 $843K 0.05% -4,360 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,460 $840K 0.05% +68 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 12,165 $820K 0.2% +61 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 12,150 $819K 0.18% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,417 $819K 0.13% -197 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 11,993 $808K 0.08% -22,093 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,896 $802K 0.01% +378 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,875 $801K 0.05% +1,167 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,867 $800K 0.01% +86 13F-HR/A Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 11,860 $799K 0.6% -141 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 11,700 $789K 0.01% -53 13F-HR/A Timeline CVFG LLC More: the full row for CVFG LLC 11,656 $786K 0.57% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 11,643 $785K 0.02% +9,833 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 11,562 $779K 0.23% -142 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 11,550 $779K 0.56% -100 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 11,500 $775K 0.06% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 11,468 $773K 0.21% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,463 $773K 0.04% -6 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 11,432 $771K 0.06% +929 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,429 $765K 0.06% +826 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,316 $763K 0.06% +619 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,243 $758K 0.01% -639 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,240 $758K 0.02% +2,250 13F-HR/A Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,215 $756K 0.02% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 11,175 $753K 0.11% -11 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,050 $745K 0.01% -2,680 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,049 $745K 0.02% +2,172 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,047 $745K 0.03% +713 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,044 $744K 0.01% 0 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 10,925 $736K 0.42% -4,315 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,914 $736K 0.29% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 10,900 $735K 0.34% -6,715 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,800 $728K 0.03% -800 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 10,738 $724K 0.17% -46 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 10,732 $723K 0.01% +409 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,883 $719K 0.19% -3,692 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 10,647 $718K 0.02% +55 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,594 $714K 0.02% +1,283 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,543 $711K 0.17% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,585 $703K 0.04% +3,770 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,179 $701K 0.02% +281 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,329 $696K 0.01% +809 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 10,284 $693K 0.04% -525 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,159 $685K 0.02% +1,516 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,203 $684K 0.11% new 13F-HR/A Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,142 $684K 0.07% -10 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,107 $681K 0.19% +1,018 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,099 $681K 0.07% +1,672 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,022 $676K 0.01% -725 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 10,010 $675K 0.06% +5,942 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 10,000 $674K 0.21% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 10,000 $674K 0.33% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,965 $672K 0.09% +1,203 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,948 $671K 0.04% +305 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 9,884 $666K 0.37% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,869 $665K 0.01% +174 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,815 $662K 0.07% -4 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 9,703 $661K 0.17% +1,743 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 9,782 $659K 0.1% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 9,736 $656K 0.07% -334 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,728 $656K 0.01% +60 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 9,715 $653K 0.05% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,685 $653K 0.02% -458 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,681 $653K 0.03% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 9,654 $651K 0.18% +59 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 9,642 $650K 0.12% -3,962 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,611 $648K 0.16% -104 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,452 $647K 0.04% -285 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,425 $635K 0.02% -2,014 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,326 $629K 0.01% -1,077 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,309 $627K 0.22% +77 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,247 $623K 0.01% -16,793 13F-HR Timeline Group Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 9,183 $619K 0.3% +1,517 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,160 $617K 0.11% +2,798 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 9,153 $617K 0.28% +64 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 9,148 $617K 0.11% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,141 $616K 0.01% -6,203 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,020 $608K 0.05% -77 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 9,000 $607K 0.12% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 8,986 $606K 0.34% -3,605 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 8,983 $606K 0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,975 $605K 0.01% -685 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,959 $604K 0.01% +67 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,928 $602K 0.08% +103 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 8,924 $602K -3,634 Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 8,896 $600K 0.14% +46 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 8,816 $594K 0.03% 0 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 8,932 $594K 0.25% +45 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,831 $591K 0.02% -37 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 8,741 $589K <0.01% -677 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,728 $588K 0.01% -1,057 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,686 $586K 0.01% -187 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 8,654 $583K 0.11% +12 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,637 $582K <0.01% -311 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,569 $578K 0.01% +1,958 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,425 $568K 0.16% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,411 $567K 0.06% -360 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,415 $567K 0.08% -946 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,402 $566K 0.01% +795 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 8,402 $566K 0.23% +45 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,384 $565K 0.01% +359 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 8,384 $565K 0.07% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,358 $563K 0.01% +1,205 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,339 $562K 0.12% +22 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,334 $562K 0.02% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8,332 $562K 0.26% -1,849 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,295 $559K 0.02% -226 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,255 $556K 0.01% -1,423 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,239 $555K 0.01% -229 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,237 $555K 0.04% +434 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,225 $554K 0.01% +1,331 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 8,188 $552K 0.21% -17,498 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 8,171 $551K 0.1% -5,335 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,114 $547K 0.02% +1,546 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 8,111 $547K 0.33% +115 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,102 $546K 0.08% -18 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,983 $538K 0.02% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,974 $538K 0.03% -43 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,957 $536K 0.04% -9,780 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,852 $529K <0.01% -665 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 7,838 $528K 0.38% +2,600 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,632 $527K 0.01% +8 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,804 $526K 0.01% 0 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 7,801 $526K 0.17% +100 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,795 $525K 0.07% -216 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,781 $525K 0.02% -182 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,710 $520K 0.04% -5 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,664 $517K 0.13% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,652 $516K 0.02% +221 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,633 $515K 0.12% -32 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 7,601 $512K 0.22% +38 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,544 $509K 0.03% +376 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,531 $508K 0.18% +1 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,500 $506K 0.02% +5,120 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,500 $505K 0.14% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 7,489 $505K 0.45% +1,225 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,474 $504K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,473 $504K 0.03% +200 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,411 $500K 0.02% -3,418 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 7,397 $499K 0.03% -200 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,363 $496K 0.06% -1,050 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,349 $495K 0.05% -90 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,345 $495K 0.01% -6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,334 $494K 0.03% -255 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,321 $494K 0.03% +61 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,306 $493K 0.01% -172 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,279 $491K 0.01% +98 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,240 $488K 0.02% -1,796 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,237 $488K 0.1% +78 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 7,234 $488K <0.01% new 13F-HR Timeline Group Legacy Capital Group California, Inc. 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