SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 19,554 $1.11M <0.01% -13,568 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 19,539 $1.11M 0.57% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 19,424 $1.11M 0.43% +332 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,216 $1.09M <0.01% new 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 19,018 $1.08M 0.46% +5,178 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 18,796 $1.07M 0.09% 0 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 18,619 $1.06M <0.01% +7,511 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 18,596 $1.06M 0.01% -171 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 18,412 $1.05M 0.01% 0 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 18,369 $1.05M 0.57% +298 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 17,647 $1.04M 0.16% +26 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 18,252 $1.04M 0.03% +579 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,215 $1.04M 0.01% +490 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 18,034 $1.03M 0.02% +371 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 17,905 $1.02M 0.15% -88 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 17,864 $1.02M 0.24% +3,338 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 17,852 $1.02M 0.2% +1,823 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 17,844 $1.02M 0.04% -142 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 17,831 $1.02M 0.01% -803 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 17,796 $1.01M -68 Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 17,755 $1.01M 0.03% +3,193 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 17,485 $1.01M 0.1% +1,657 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,604 $1M <0.01% -4,713 13F-HR Timeline Group Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 17,587 $1M 0.08% +7,421 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 17,557 $1M 0.38% +181 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 17,507 $997K 0.25% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 17,485 $996K 0.4% +392 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 17,449 $994K 0.19% +516 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 17,414 $992K 0.05% -93 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 17,412 $992K 0.24% +318 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 17,385 $990K 0.11% -352 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 17,154 $977K 0.02% -110 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 17,074 $973K 0.28% +1,877 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 16,888 $971K 0.17% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 17,038 $971K 0.3% -264 13F-HR Timeline BANK OF NOVA SCOTIA TRUST CO in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA TRUST CO 16,792 $957K 0.08% +1,164 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 16,719 $952K 0.19% -2,104 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 16,695 $951K 0.01% +369 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 16,658 $949K 0.76% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 16,567 $944K 0.39% +447 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 16,514 $941K 0.15% +3,340 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 16,486 $939K 0.19% +155 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 16,176 $922K <0.01% +3,914 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,157 $920K 0.01% +9,561 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 16,099 $917K 0.13% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 15,984 $911K 0.5% +100 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 15,948 $909K 0.27% +1,324 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 15,734 $896K 0.12% -10 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 15,725 $896K 0.12% +3,829 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 15,716 $895K 0.08% -101,185 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,700 $894K 0.06% +53 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,661 $892K 0.04% +3,772 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 15,558 $886K 0.07% +1,990 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 15,411 $878K 0.01% +1,118 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,384 $876K <0.01% +3,771 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 15,314 $872K 0.03% -341 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 15,244 $868K 0.03% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 15,147 $863K 0.03% -630 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 14,980 $860K 0.13% -650 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,076 $859K 0.04% -289 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 15,055 $858K 0.43% -479 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,043 $857K <0.01% +172 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 15,000 $855K 0.42% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 14,841 $853K 0.07% -328 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 14,947 $852K <0.01% +544 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 14,932 $851K 0.06% +3,062 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 14,907 $849K 0.01% +173 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 14,725 $847K 0.64% +127 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 14,809 $844K 0.3% +96 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 14,620 $833K <0.01% -20,156 13F-HR Timeline Group LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 14,611 $832K 0.61% -5 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 14,557 $829K 0.43% -297 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,413 $821K 0.02% -5,617 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,365 $818K 0.04% -4,838 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 14,215 $810K 0.47% -882 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 14,200 $809K 0.12% +4,432 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 14,121 $804K 0.79% -7,349 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 14,090 $803K 0.43% +8,757 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 13,923 $793K 0.07% +728 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,686 $780K 0.01% -5,097 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 13,672 $779K 0.39% +146 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,653 $778K 0.03% +1,218 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 13,522 $770K 0.27% -585 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 13,508 $770K 0.15% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 13,460 $767K 0.05% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 13,430 $765K <0.01% -31,834 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13,429 $765K 0.11% -56 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 13,414 $764K 0.02% +1,549 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 13,388 $763K 0.25% -196 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 13,274 $756K 0.01% -138 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,254 $755K 0.01% +23 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,229 $754K 0.01% -322 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,094 $746K 0.01% +723 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,957 $738K 0.06% +7,150 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 12,878 $734K 0.2% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,152 $729K <0.01% +4,264 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 12,798 $729K 0.28% +518 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,772 $728K 0.05% +2,236 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 12,663 $721K 0.09% -185 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,402 $707K 0.07% +117 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 12,356 $704K 0.01% +3,881 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,103 $701K 0.01% +6,917 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,200 $695K 0.02% -299 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,174 $694K 0.04% +2 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,126 $691K 0.03% +8,876 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,089 $689K 0.02% -529 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 11,449 $687K 0.12% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 12,044 $686K 0.15% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 12,044 $686K 0.16% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,942 $680K 0.04% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,677 $672K 0.02% +6,084 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 11,789 $672K 0.24% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,901 $667K 0.01% +222 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,609 $661K 0.07% +2,327 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 11,544 $658K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,467 $653K 0.02% +339 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 11,448 $652K 1.43% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 11,447 $652K 0.07% -989 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 11,426 $651K 0.22% -29 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 11,378 $648K 0.03% -128 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 11,336 $646K 0.28% -610 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 11,142 $645K 0.56% +1,463 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,127 $634K 0.14% +5,785 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,114 $633K 0.03% -261 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,174 $627K <0.01% +4,141 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 10,994 $626K 0.06% -2,843 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 10,990 $626K 0.23% -47,345 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 10,954 $624K 0.49% +7,521 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,841 $618K 0.04% +1,827 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 10,788 $615K 0.02% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,758 $613K 0.01% +43 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,742 $612K <0.01% -1,278 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 10,720 $611K 0.18% +337 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 10,627 $605K 0.18% +734 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 10,548 $601K 0.11% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,533 $600K 0.02% +4,347 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 10,521 $599K 0.18% +994 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 10,417 $593K 0.26% -11,330 13F-HR Timeline OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 10,351 $590K 0.59% new 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,356 $589K 0.04% -81 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,216 $582K 0.59% -88 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,215 $582K 0.06% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 10,204 $581K 0.13% -4,549 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 10,200 $581K 0.02% new 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,168 $579K 0.01% -1,028 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,089 $575K 0.01% +50 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 10,007 $573K 0.21% -5 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 10,029 $571K 0.15% +1,313 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,995 $569K 0.03% +3,038 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,981 $569K 0.01% +2,236 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,937 $566K 0.01% -743 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,882 $563K 0.04% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,766 $556K 0.06% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,621 $548K 0.02% +878 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,606 $547K 0.01% -3,695 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,522 $542K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 9,493 $541K 0.05% -2,075 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,467 $539K 0.01% +376 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,397 $535K 0.04% -134 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 9,382 $534K <0.01% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,367 $534K 0.32% -131 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,373 $534K 0.01% -302 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 9,371 $534K 0.09% -1,076 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,368 $534K 0.09% +599 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,296 $530K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,267 $528K 0.03% -700 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 9,258 $527K 0.17% +1,725 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 9,167 $522K 0.06% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,129 $520K 0.01% +1,296 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,115 $519K 0.02% -40 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 9,005 $515K 0.39% -1,493 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,061 $515K <0.01% +367 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 9,061 $513K 0.38% +1,751 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 9,009 $513K 0.2% -7,411 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,002 $513K <0.01% 0 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,937 $509K 0.01% new 13F-HR/A Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 8,860 $505K 0.3% 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 8,839 $504K 0.29% -162 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,775 $500K 0.1% -179 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 8,718 $497K +20 Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,697 $495K 0.14% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 8,658 $493K 0.18% +32 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,605 $490K 0.01% +4,350 13F-HR/A Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 8,544 $487K +386 Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,522 $485K 0.03% -1,030 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,482 $483K 0.1% +1,772 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,428 $480K 0.03% +761 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,401 $479K 0.02% -26,274 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,395 $478K 0.17% -2,003 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 8,379 $477K 0.08% -137 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,374 $477K 0.06% -488 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 7,867 $476K 0.32% -2,204 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 8,180 $466K 0.15% -3,374 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,152 $464K 0.05% +895 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 8,152 $464K 0.18% +1,226 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 8,150 $464K 0.3% -70 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 8,141 $464K 0.1% 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 8,108 $462K 0.11% -1,635 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,016 $459K 0.13% +377 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,050 $459K 0.03% -598 13F-HR Timeline