CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 6,949,193 $38.9M 2.94% -172,224 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,191,427 $6.67M 0.04% +209,416 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 329,110 $1.84M 0.02% +171,057 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 127,552 $714K 0.06% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 77,254 $430K <0.01% +9,477 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 71,204 $399K 0.01% +4,933 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 49,464 $277K 0.01% -21 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 45,909 $257K <0.01% -81,049 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 23,309 $131K 0.07% -19,338 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 23,207 $130K 0.1% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,101 $118K <0.01% -535 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 19,838 $111K <0.01% -1,142 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,018 $101K <0.01% +16 13F-HR Timeline Trust Co More: the full row for Trust Co 5,843 $32.7K <0.01% -13 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,804 $26.9K <0.01% -810 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,248 $18.2K <0.01% +248 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,132 $11.9K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,988 $11.1K <0.01% -1,932 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,750 $9.8K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,213 $6.79K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 978 $5.48K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 764 $4.28K <0.01% +49 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 500 $2.96K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 503 $2.81K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 500 $2.8K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 414 $2.32K <0.01% +394 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 224 $1.25K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 200 $1.12K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 117 $1K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 170 $952 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 110 $616 <0.01% -28 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 87 $488 <0.01% 0 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 36 $203 <0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 26 $145 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 22 $123 <0.01% -30 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 16 $90 <0.01% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 9 $50 <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 7 $42 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $28 <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3 $17 <0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 35 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.