FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,665 $531K 0.03% +5,140 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,648 $530K 0.06% +4,986 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,646 $529K 0.03% +5,105 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,644 $529K 0.07% +5,026 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 5,642 $529K 0.08% +5,129 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5,640 $529K 0.21% +4,910 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 5,638 $529K 0.02% +5,257 13F-HR Timeline Financial Planning Hawaii, Inc. 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Bainbridge & Co., Inc. 5,399 $506K 0.04% +4,889 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 5,399 $506K 0.44% 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 5,392 $506K 0.37% +3,853 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 5,390 $505K 0.44% +4,845 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,389 $505K 0.02% +4,810 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 5,385 $505K 0.29% 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,379 $504K 0.04% +4,838 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 5,375 $504K 0.12% +4,826 13F-HR Timeline Cherry Creek Investment Advisors, Inc. 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Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 5,224 $490K 0.18% +4,357 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,222 $490K 0.13% +4,736 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,863 $490K 0.06% +5,345 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 5,220 $489K 0.22% +2,991 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,220 $489K 0.29% +4,698 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 5,220 $489K 0.01% +4,616 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 6,049 $489K 0.2% +5,604 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 5,217 $489K 0.34% +4,650 13F-HR Timeline Finer Wealth Management, Inc. 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More: the full row for Vawter Financial, Ltd. 5,030 $472K 0.2% +4,527 13F-HR/A Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 5,016 $470K 0.5% 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,006 $469K 0.32% +4,477 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,004 $469K 0.16% +4,536 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 5,001 $469K 0.42% 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $469K 0.07% +4,500 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,000 $469K 0.09% +4,500 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 5,000 $469K 0.43% 13F-HR Timeline Fortitude Advisory Group L.L.C. 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Inc. 4,980 $467K 0.21% +4,607 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,980 $467K 0.32% +4,487 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,970 $466K 0.23% +4,598 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 4,950 $464K 0.25% +4,465 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 4,945 $464K 0.31% +4,403 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,939 $463K 0.18% +4,623 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,936 $463K 0.06% +4,251 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,920 $461K 0.23% +4,459 13F-HR Timeline Raleigh Capital Management Inc. 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More: the full row for Center for Financial Planning, Inc. 4,850 $455K 0.05% +4,307 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 4,844 $454K 0.14% +4,172 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,840 $454K 0.12% +4,347 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,830 $453K 0.18% +4,347 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 5,257 $453K 0.1% +4,766 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,060 $453K 0.05% +4,544 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,817 $452K 0.01% +4,324 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,811 $451K 0.01% -33,510 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,810 $451K 0.18% +4,330 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,794 $449K 0.16% +4,287 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,790 $449K 0.11% +4,300 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,790 $449K 0.16% +4,298 13F-HR Timeline Valued Retirements, Inc. 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Goldman & Co LP 4,671 $438K 0.02% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,650 $436K 0.37% +3,320 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,650 $436K 0.04% +4,169 13F-HR Timeline Group Kooman & Associates More: the full row for Kooman & Associates 4,646 $436K 0.13% +4,142 13F-HR Timeline Carter Financial Group, INC. 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