Gibbs Wealth Management More: the full row for Gibbs Wealth Management 60,140 $164K 0.04% +13,695 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 51,486 $161K 0.01% +2,498 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 58,936 $160K <0.01% -56,296 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for Wealthstream Advisors, Inc. 42,641 $116K 0.02% +1,798 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 42,437 $115K 0.03% +760 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 42,215 $115K <0.01% -7,686 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 41,939 $114K 0.02% +4,903 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 41,924 $114K 0.07% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 41,874 $114K 0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 41,165 $112K <0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 40,454 $110K 0.03% -588 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 40,553 $110K <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 40,168 $109K <0.01% -258 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 39,842 $108K 0.02% -4,266 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 39,742 $108K 0.01% -779 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 39,147 $106K 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 38,483 $105K <0.01% +18,052 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 38,339 $104K 0.01% +3,451 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 38,305 $104K <0.01% -4,676 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 38,048 $103K 0.04% -441 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 36,907 $100K 0.02% -5,448 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 36,861 $100K 0.02% +547 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 36,407 $99K 0.02% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 35,857 $97.5K 0.03% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 35,746 $97.2K <0.01% +5,970 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 35,394 $96.3K 0.06% -6,416 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 34,693 $94.4K <0.01% +7,757 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 34,572 $94K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 34,441 $93.7K 0.03% -2,094 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 34,326 $93.4K 0.03% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 33,278 $90.5K 0.02% +8,042 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 32,987 $89.7K <0.01% -8,532 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 32,314 $87.9K <0.01% -6,811 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 31,798 $86.5K <0.01% new 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 29,471 $83.3K 0.07% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 30,454 $82.8K 0.01% -8,410 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 29,862 $81K 0.04% +1,885 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 29,752 $80.9K <0.01% -18,339 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 30,629 $79K <0.01% +1,561 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 29,010 $78.9K <0.01% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 28,263 $76.9K 0.03% +722 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 28,252 $76.8K <0.01% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 28,000 $76.2K 0.1% 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 27,901 $75.9K 0.04% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 27,135 $73.8K 0.02% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 26,908 $73.2K 0.03% +6,517 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 26,901 $73.2K 0.05% +2,260 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 26,110 $71K <0.01% -7,822 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 25,791 $70.2K <0.01% -9,407 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,425 $69.2K <0.01% +7,020 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 25,242 $68.7K 0.01% -1,643 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 25,225 $68.6K <0.01% -839 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 24,890 $67.7K <0.01% -382 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,841 $67.6K 0.01% +1,746 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 24,714 $67.2K 0.01% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 24,665 $67.1K 0.01% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 24,503 $66.6K 0.01% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 24,400 $66.4K 0.05% -200 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 24,345 $66.2K 0.02% 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 24,010 $65.3K <0.01% -26,874 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 23,802 $64.7K 0.01% -373 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 23,758 $64.6K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 23,683 $64.4K <0.01% -3,843 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 23,620 $64.2K <0.01% -2,607 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 23,316 $63.4K 0.02% -659 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 22,777 $62K 0.02% +786 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 22,639 $61.6K 0.01% -2,486 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 19,770 $61.3K 0.03% -1,512 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 22,448 $61.1K 0.01% +5,597 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 22,365 $60.8K 0.02% +159 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 22,249 $60.5K 0.04% -1,902 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,197 $60.4K <0.01% +1,782 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 22,001 $60K <0.01% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 21,655 $58.9K 0.06% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 21,612 $58.8K <0.01% -3,293 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,237 $57.8K <0.01% +1,249 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 21,108 $57.4K 0.04% 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 20,931 $57K <0.01% -163,898 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 20,855 $56.7K <0.01% +2,642 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,690 $56.3K <0.01% -1,169 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 20,552 $55.9K 0.03% +4,022 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 20,498 $55.8K <0.01% new 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 20,378 $55.4K 0.02% +1,441 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 20,293 $55.2K 0.01% -2,501 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 20,078 $54.6K 0.01% +2,834 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 20,030 $54.5K 0.02% +89 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 20,000 $54.4K 0.05% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 19,883 $54.1K 0.04% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,415 $52.8K <0.01% -3,369 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 19,357 $52.7K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 18,939 $51.5K <0.01% +17,958 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,747 $51K <0.01% +760 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,653 $50.7K <0.01% +789 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 18,392 $50K <0.01% +2,619 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,265 $49.7K 0.01% +64 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 18,253 $49.6K 0.03% -85 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 18,220 $49.6K <0.01% -764 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 18,050 $49.1K <0.01% +1,310 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 17,949 $48.8K <0.01% -5,362 13F-HR/A Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 17,853 $48.6K 0.01% +1,500 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 17,727 $48.2K 0.01% 0 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 16,904 $46K <0.01% -7,847 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 16,735 $45.5K 0.01% +3,880 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 16,642 $45.3K <0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 16,630 $44.7K <0.01% -1,777 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16,285 $44.3K 0.01% +2,098 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 15,925 $43.3K <0.01% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 15,808 $43K 0.02% -6,657 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 15,710 $42.7K <0.01% +6,954 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 15,599 $42.4K <0.01% +601 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,554 $42.3K <0.01% -8,818 13F-HR Timeline D.A. DAVIDSON & CO. 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DAVIDSON & CO. 15,438 $42K <0.01% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 13,428 $41.9K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,908 $40.5K <0.01% -173,782 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 14,747 $40.1K <0.01% +747 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 14,840 $40K 0.01% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 14,190 $38.6K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 14,131 $38.4K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 13,787 $37.5K <0.01% +10,184 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,502 $36.7K <0.01% -920 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 13,360 $36.3K 0.01% +301 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 13,296 $36.2K 0.02% +2,322 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,261 $36.1K <0.01% -369 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,048 $35.5K <0.01% -965 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,006 $35.4K <0.01% +1,445 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 13,000 $35K 0.01% 0 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 12,814 $34.9K 0.02% -103 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,779 $34.8K <0.01% -841 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,687 $34.5K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 12,595 $34.3K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,585 $34.2K <0.01% 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 12,323 $33.5K 0.02% -4,528 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,154 $33.1K <0.01% -10,380 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,797 $33K 0.01% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 12,104 $32.9K 0.01% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 12,058 $32.8K 0.02% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 12,000 $32.6K <0.01% 0 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,979 $32.6K <0.01% +1,172 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,863 $32.3K <0.01% 0 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 11,812 $32.1K 0.02% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 11,743 $31.9K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 11,566 $31.5K <0.01% +211 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,517 $31.3K <0.01% -3,106 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 11,508 $31.3K <0.01% 0 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 11,451 $31.1K -465 Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 11,379 $31K <0.01% -3,911 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,351 $30.9K <0.01% -37 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,309 $30.8K <0.01% +249 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 11,278 $30.7K 0.02% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 11,202 $30.5K <0.01% -10,399 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 11,036 $30K <0.01% -86,222 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 10,938 $29.8K <0.01% -6,414 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 10,874 $29.6K 0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,596 $28.8K <0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,158 $28.7K <0.01% +112 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,296 $28K <0.01% -9,677 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 9,300 $28K <0.01% -1,778 13F-HR Timeline HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 10,210 $27.8K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,200 $27.7K <0.01% -746 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 10,182 $27.7K 0.02% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 10,141 $27.6K 0.01% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 10,000 $27.2K <0.01% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,000 $27.2K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,600 $26.1K <0.01% -3,500 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,896 $24.2K <0.01% -131 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,953 $21.6K <0.01% -253 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,451 $20.3K <0.01% +140 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 7,356 $20K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,336 $20K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,000 $19K <0.01% -13,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,898 $18.8K <0.01% +2,558 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 6,682 $18.2K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 5,929 $16.1K 0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,695 $15.5K <0.01% +4,695 13F-HR Timeline