Keystone Financial Group More: the full row for Keystone Financial Group 21,400 $1.29M 0.08% +966 13F-HR Timeline Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 21,207 $1.27M 0.98% +6 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 20,770 $1.25M 0.13% +11,603 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,558 $1.24M 0.06% +8,616 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 20,441 $1.23M <0.01% +4,265 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 20,295 $1.22M 0.11% +2,810 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 20,117 $1.21M 0.01% -438 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19,734 $1.21M 0.04% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 19,862 $1.19M 0.12% +178 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 19,653 $1.18M 0.61% -1,621 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 19,539 $1.17M 0.54% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 19,377 $1.16M 0.08% -4,576 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,122 $1.15M 0.02% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 19,018 $1.14M 0.43% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 18,823 $1.13M 0.39% -601 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 18,796 $1.13M 0.08% 0 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,802 $1.13M <0.01% -414 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 18,734 $1.13M 0.29% +1,660 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 18,427 $1.11M 0.62% +4,212 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 18,413 $1.11M 0.06% +12,976 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 18,370 $1.1M 0.03% +526 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 18,359 $1.1M 0.23% +495 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 18,207 $1.09M 0.08% +620 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 18,170 $1.09M 0.03% +415 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 18,166 $1.09M 1.02% +4,045 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 18,140 $1.09M 0.4% +655 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,134 $1.09M +338 Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 18,078 $1.09M 0.33% +4,690 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 17,905 $1.08M 0.15% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 17,871 $1.07M 1.04% -2,032 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,769 $1.07M 0.03% +7,236 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17,718 $1.07M 0.02% -534 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 17,648 $1.06M 0.14% +1 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 17,548 $1.05M 0.05% +134 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 17,508 $1.05M 0.01% -323 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,454 $1.05M 0.02% -58,344 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 17,444 $1.05M 0.51% +3,354 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 17,343 $1.04M 0.02% -2,756 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,205 $1.03M <0.01% +2,162 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 17,173 $1.03M 0.19% +454 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,061 $1.03M 0.04% +1,400 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 16,972 $1.01M 0.12% +1,247 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 16,848 $1.01M 0.02% +1,437 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 16,753 $1.01M <0.01% +1,806 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 16,724 $1.01M 0.07% +6,958 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 16,719 $1.01M 0.1% -666 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 16,695 $1M 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 16,658 $1M 0.77% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 16,625 $1000K 0.36% +58 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 16,521 $993K 0.49% +537 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 16,512 $993K 0.01% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 16,455 $989K 0.21% -957 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 16,440 $988K 0.02% -51,279 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,419 $987K 0.01% +7,046 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 16,407 $986K 0.19% -79 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 16,286 $979K 0.02% -868 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 16,254 $977K 0.25% +306 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 16,228 $976K <0.01% +13,843 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 16,135 $970K 0.17% -1,314 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 16,110 $969K 0.01% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 16,099 $968K 0.12% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 16,040 $964K 0.13% +1,840 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 16,034 $964K 0.07% +476 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 15,960 $960K 0.5% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,852 $953K <0.01% +468 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 15,716 $945K 0.08% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 15,705 $944K 0.01% +798 13F-HR Timeline Group Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 15,552 $935K 0.23% -1,955 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 14,743 $928K 0.14% -237 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 15,274 $918K 0.3% -2,283 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 15,094 $907K 0.64% +369 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 15,085 $907K 0.03% -159 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 15,001 $902K 0.26% +192 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 15,000 $902K 0.45% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 14,898 $896K 0.19% +2,854 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 14,895 $896K 0.01% -22,862 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,835 $892K 0.06% -865 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 14,635 $880K 0.58% +24 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 14,632 $880K 0.03% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 14,596 $878K 0.39% +39 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 14,572 $876K 0.02% -3,462 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 14,547 $875K 0.02% +1,133 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,546 $875K 0.08% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 14,294 $859K 0.25% -2,744 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,237 $856K 0.02% +2,148 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 14,180 $853K 0.2% +1,302 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,129 $849K 0.03% +3,015 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,959 $839K 0.01% +865 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 13,938 $838K 0.37% +266 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 13,843 $832K 0.14% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,778 $828K 0.01% +92 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 13,684 $823K 0.14% +176 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 13,661 $821K 0.26% +139 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13,536 $814K 0.11% +107 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 13,400 $806K 0.13% +1,951 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 13,324 $801K 0.01% +50 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 13,285 $799K 0.11% -2,449 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,127 $789K 0.01% -3,030 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,024 $783K 0.03% -1,341 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 12,978 $780K 0.06% -1,863 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,964 $779K 0.01% -290 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 12,896 $775K 0.06% -1,027 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 12,893 $775K 0.03% -2,254 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 12,861 $773K 0.02% -792 13F-HR Timeline Group BANK OF NOVA SCOTIA TRUST CO in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA TRUST CO 12,833 $772K 0.06% -3,959 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 12,821 $771K 0.02% -2,493 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 12,798 $769K 0.32% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,585 $757K 0.01% +684 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 12,581 $756K 0.22% +1,155 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,552 $755K 0.01% -5,663 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,509 $752K 0.01% +11,796 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 12,477 $750K 0.02% +1,689 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 12,398 $745K 0.05% -7,252 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 12,299 $739K 0.09% -364 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,239 $736K 0.04% +65 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 12,103 $728K 0.11% -4,785 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 12,005 $722K 0.01% +7,406 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,853 $713K 0.02% +386 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 11,839 $712K 0.23% +50 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 11,834 $711K 0.14% -210 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,787 $709K 0.02% -339 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 11,757 $707K <0.01% -2,863 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,738 $706K 0.03% -1,034 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 11,705 $704K 0.04% -1,755 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,621 $699K 0.01% +2,325 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 11,572 $695K 0.01% +2,190 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,536 $694K <0.01% +794 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,524 $693K 0.01% new 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 11,448 $688K 1.27% 0 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 11,401 $685K 0.33% -3,654 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 11,377 $684K 0.03% -1 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,330 $681K 0.04% +489 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,302 $679K 0.06% new 13F-HR Timeline Group CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 11,301 $679K 0.29% -35 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 11,201 $673K 0.04% +3,576 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 11,129 $669K 0.13% +1,100 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 11,049 $664K 0.02% +1,428 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 10,969 $659K 0.16% +249 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 10,954 $659K 0.06% -40 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,950 $658K 0.18% +1,692 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,923 $657K 0.01% -2,306 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,496 $655K <0.01% +344 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 10,881 $654K 0.07% -566 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,860 $653K 0.06% -2,097 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 10,687 $643K 0.19% +1,678 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,681 $642K 0.01% +1,552 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 10,169 $639K 0.22% +162 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 10,541 $634K 0.01% -1,562 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 10,497 $631K 0.06% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,392 $625K 0.01% +1,455 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,375 $624K 0.05% +882 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,245 $616K 0.01% +639 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,231 $615K 0.01% -527 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,216 $614K 0.6% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,215 $614K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,194 $613K 0.05% -2,208 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 10,184 $612K 0.04% +787 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,118 $608K 0.03% +1,690 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 10,010 $602K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,006 $602K 0.03% +739 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 9,991 $601K 0.11% -213 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 9,987 $600K 0.05% +4,380 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 9,977 $600K 0.4% +9,134 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 9,975 $600K 0.2% +2,496 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,951 $598K 0.03% -405 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,910 $596K 0.01% -258 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 9,461 $569K +917 Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 8,955 $562K 0.41% -50 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 9,231 $555K <0.01% +4,835 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 9,172 $551K 0.3% +333 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,148 $550K 0.11% +3,114 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,118 $548K 0.03% +2,639 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,079 $546K 0.05% +927 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,002 $541K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,975 $540K 0.01% -5,438 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 8,938 $537K 0.24% +2,185 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,929 $537K 0.01% -538 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,875 $534K 0.1% +393 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 8,838 $531K 0.08% -533 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 8,483 $529K 0.49% -2,659 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,770 $527K <0.01% +970 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,763 $527K 0.03% +744 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 8,722 $524K 0.13% -1,905 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,702 $523K 0.01% +1,499 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,699 $523K 0.02% +2,314 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,697 $523K 0.13% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,668 $521K 0.01% -1,313 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,560 $515K 0.09% -215 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,549 $514K 0.26% -818 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 8,544 $514K 0.05% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,542 $514K 0.02% -573 13F-HR Timeline Group JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 8,490 $510K <0.01% -751,673 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 8,489 $510K 0.17% +3,151 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 8,485 $510K 0.1% +377 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,486 $510K <0.01% -575 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,473 $509K 0.03% +458 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,396 $505K 0.14% +704 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 8,371 $503K 0.28% +219 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,355 $502K 0.02% +305 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,337 $501K 0.01% -1,600 13F-HR Timeline