MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,112,678 $819M 0.04% +321,443 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,313,901 $170M 0.01% -20,457 13F-HR Timeline Group Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 2,139,399 $158M 0.41% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,431,595 $105M 0.02% +162,847 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 780,260 $57.5M +21,660 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 754,742 $55.6M 0.01% -54,945 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 667,709 $49.2M 4.51% -5,490 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 549,091 $40.4M 0.01% +81,646 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 514,296 $37.9M 0.02% +1,221 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 420,875 $31.2M <0.01% +22,877 13F-HR Timeline Group Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 420,592 $31M 8.26% +2,413 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 411,129 $30.3M +10,013 Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 406,672 $30M 0.81% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 404,310 $29.8M 0.73% -8,250 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 401,465 $29.6M 0.01% -6,671 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 382,918 $28.2M 1.08% +10,302 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 371,036 $27.3M 5.81% -3,586 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 349,682 $25.8M 0.01% -41,971 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 343,865 $25.3M +12,676 Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 333,537 $24.6M 3.66% +24,313 13F-HR Timeline SCHOOL EMPLOYEES RETIREMENT BOARD OF OH… More: the full row for SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 330,585 $24.4M 8.77% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 293,435 $21.6M 5.4% +68,516 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 292,323 $21.5M 0.02% +8,382 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 266,570 $19.6M 0.07% +138,560 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 225,513 $16.6M 0.02% +28,773 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 225,494 $16.6M 0.02% +36,444 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 199,210 $14.7M 0.02% +7,379 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 187,687 $13.8M 0.02% -3,431 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 187,651 $13.8M 0.01% -2,246 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 183,569 $13.5M 0.05% +273 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 171,531 $12.6M 0.01% +12,418 13F-HR Timeline Group Annandale Capital, LLC More: the full row for Annandale Capital, LLC 171,649 $12.6M 1.87% -4,384 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 156,042 $11.5M 0.2% +164 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 154,059 $11.3M 0.01% -5,825 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 136,453 $10.1M 0.12% +3,597 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 131,899 $9.72M 0.06% +7,321 13F-HR Timeline Group Warner Group LLC More: the full row for Warner Group LLC 129,447 $9.53M 2.35% +55,849 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 126,244 $9.3M 0.02% +8,761 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 122,022 $8.99M 0.61% +1,531 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 121,160 $8.92M 0.17% +7,571 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 119,986 $8.84M 0.13% -1,785 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 115,817 $8.53M 4.51% -13,471 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 113,093 $8.33M 0.07% +1,847 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 110,989 $8.18M 4.66% +5,157 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 103,263 $7.61M <0.01% +28,266 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 95,502 $7.03M 0.01% +81,038 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 92,724 $6.83M 0.02% -399 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 88,072 $6.69M 0.8% -261 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 89,900 $6.62M <0.01% -385,500 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 89,501 $6.59M 0.03% +6,532 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 88,345 $6.51M 1.56% -1,576 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 85,522 $6.3M 0.47% +1,003 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 85,268 $6.28M 0.25% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 82,350 $6.07M -396 Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 79,029 $5.82M 0.01% +2,043 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 75,974 $5.8M 1.16% -223 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 74,252 $5.47M 2.56% +62 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 72,498 $5.34M 1.31% +1,216 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 71,576 $5.27M 0.49% +3,248 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 71,005 $5.23M 0.01% -65 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 63,402 $4.67M 0.42% +50,800 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 61,408 $4.52M 1.06% -247 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 59,072 $4.35M 0.16% -813 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 58,507 $4.31M 0.86% -78,062 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 56,686 $4.18M 0.15% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 55,573 $4.17M <0.01% +9,655 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 54,072 $3.98M 0.01% -3,698 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 52,107 $3.84M 1.05% -1,554 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 52,034 $3.83M 0.02% +12,009 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 51,863 $3.82M 1.61% +12,118 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 51,362 $3.78M 0.56% +202 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 50,693 $3.73M 0.74% -28,100 13F-HR Timeline Essex LLC More: the full row for Essex LLC 50,204 $3.7M 0.56% -2,521 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 50,114 $3.69M 0.23% +4,224 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 49,800 $3.67M 0.05% +11,269 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 49,781 $3.67M 0.01% +3,054 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,657 $3.66M <0.01% +10,224 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 47,622 $3.51M 0.11% +475 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 47,413 $3.49M 0.53% +7,622 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 46,665 $3.44M 0.83% +10,933 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 45,538 $3.35M 0.31% +1,326 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 45,477 $3.35M 0.87% -307 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 45,113 $3.32M 0.51% -440 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 44,876 $3.31M 0.7% +412 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 44,309 $3.26M 0.3% +7,277 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 44,183 $3.25M 0.19% -554 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,959 $3.16M 0.01% +4,740 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 42,024 $3.1M 0.06% +3,078 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 41,647 $3.07M 0.19% +530 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 39,753 $2.93M +594 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,745 $2.89M <0.01% +3,557 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 38,101 $2.81M 1.08% +1,253 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 38,034 $2.8M 0.14% -1,766 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 37,982 $2.8M 0.07% +3,635 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 37,492 $2.76M 0.29% +178 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 36,611 $2.7M 0.27% +2,729 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 34,698 $2.56M 0.04% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 34,670 $2.55M <0.01% -24,590 13F-HR/A Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 33,726 $2.48M 0.25% +1,060 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 32,777 $2.41M 0.47% +3,813 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 32,459 $2.39M 0.29% -1,404 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 32,351 $2.38M 0.09% +159 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 31,704 $2.34M 0.37% +7,490 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 31,693 $2.33M 0.03% +23,844 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 31,444 $2.32M <0.01% -353 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 31,047 $2.29M <0.01% +1,660 13F-HR/A Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 30,981 $2.28M 1.14% -1,085 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 30,556 $2.23M 0.74% +409 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 29,452 $2.17M 0.42% +422 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 29,444 $2.17M 0.02% +278 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 28,205 $2.08M 0.6% +45 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 26,866 $1.98M 0.1% -247 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 26,385 $1.94M 0.02% -3,765 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 25,841 $1.93M 1.44% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 23,531 $1.73M 0.48% +1,504 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 23,442 $1.73M 0.12% -85 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 23,181 $1.71M 0.61% +247 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,631 $1.67M 0.01% -2,371 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 22,268 $1.64M 0.14% -1,100 13F-HR Timeline Group Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 21,236 $1.56M 0.34% +3,613 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,176 $1.56M 0.03% +195 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21,018 $1.55M 0.14% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,676 $1.52M 0.05% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 20,155 $1.48M 0.47% +658 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20,098 $1.48M 0.13% -1,022 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 19,798 $1.46M 0.14% +1 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,742 $1.45M <0.01% -566 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 19,521 $1.44M 0.29% +1,318 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 19,147 $1.41M 0.06% +476 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,390 $1.35M 0.05% +951 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 18,210 $1.34M 0.01% +17,897 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 17,755 $1.31M 0.04% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,481 $1.29M 0.01% +11,221 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 16,516 $1.22M 0.39% +602 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 16,066 $1.18M -612,132 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,956 $1.18M 0.04% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 15,956 $1.18M 0.07% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 15,760 $1.16M <0.01% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,146 $1.12M <0.01% -690 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 14,602 $1.1M 0.12% +1,714 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,935 $1.1M <0.01% +2,537 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,926 $1.1M 0.01% +3,323 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,916 $1.1M <0.01% -584 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 14,762 $1.09M 0.17% +1,999 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 14,362 $1.06M 0.66% 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 14,066 $1.04M 0.22% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 13,889 $1.02M 0.02% +3,394 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 13,851 $1.02M 0.5% +865 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,178 $971K 0.02% -169 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,916 $951K <0.01% +1,716 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 12,599 $928K 0.09% +824 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 12,592 $928K 0.45% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 12,544 $924K 0.51% -1,419 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 12,286 $905K 0.04% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,231 $901K 0.01% +2,693 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,763 $866K <0.01% +2,644 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,424 $842K <0.01% +308 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 11,392 $839K 0.11% +1,446 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 11,304 $833K 0.53% -8 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,190 $824K 0.04% +1,124 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,032 $816K 0.11% +349 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,070 $815K <0.01% +1,465 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,874 $801K 0.02% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,632 $783K 0.01% 0 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,447 $770K 0.05% +129 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,980 $735K <0.01% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 9,973 $735K 0.48% -39 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 9,949 $733K 0.29% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 9,848 $725K 0.11% +248 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 9,642 $710K 0.03% -69 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,612 $708K 0.13% -13,565 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9,513 $701K 0.29% new 13F-HR Timeline Group Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 9,185 $677K 0.06% +685 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 9,176 $676K 0.17% -265 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 9,082 $669K 0.14% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 8,954 $660K 0.06% +56 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 8,871 $653K 0.52% +71 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 8,457 $627K 0.01% -1,457 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 8,324 $613K 0.01% new 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,312 $612K 0.17% -58 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 8,297 $611K 0.38% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,219 $605K 0.03% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,198 $604K 0.01% -117 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 7,823 $576K 0.11% +245 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,715 $568K 0.01% -771 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,602 $560K 0.06% 0 13F-HR/A Timeline Savvy Advisors, Inc. 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