Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,298 $460K 0.02% -74 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 9,213 $456K 0.02% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,132 $452K 0.02% -108,347 13F-HR Timeline Group FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 9,080 $449K 0.34% +3,420 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,069 $449K 0.22% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,000 $445K 0.01% -800 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 8,885 $440K 0.18% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,732 $432K 0.26% +1,455 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,679 $429K 0.02% +436 13F-HR/A Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,567 $424K 0.1% +520 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 8,537 $422K 0.23% +1,771 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,536 $422K 0.03% 0 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 8,451 $418K 0.35% -2,434 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,430 $417K 0.03% +3,628 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,423 $417K 0.02% +1,454 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,408 $416K 0.02% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8,285 $410K 0.08% -13 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,258 $408K 0.08% -1,173 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,251 $408K 0.02% -255 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,203 $406K 0.06% +1,099 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,152 $403K 0.17% 0 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 8,086 $400K 0.25% +449 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 8,078 $400K 0.14% -153 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,972 $394K 0.06% -2,512 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 7,942 $393K 0.38% 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 7,905 $391K 0.38% 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,888 $390K 0.11% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,858 $389K 0.01% -5,026 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,861 $389K <0.01% -28,466 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 7,825 $387K 0.26% +1,600 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,797 $386K 0.02% -9,250 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 7,775 $385K 0.22% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,702 $381K 0.02% -2,008 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,654 $379K 0.01% +546 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,525 $372K 0.23% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,519 $372K 0.19% +1,636 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,500 $371K 0.01% -1,444 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 7,492 $371K 0.08% +246 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 7,287 $360K 0.15% +1,132 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 7,265 $359K 0.03% +564 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,097 $351K 0.21% +1,000 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,070 $350K 0.01% +937 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7,060 $349K 0.25% +128 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,042 $348K 0.01% +667 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 6,999 $346K 0.31% -100 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 6,940 $343K 0.19% -1,416 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 6,867 $343K 0.27% 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,885 $341K 0.06% -21,923 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 6,864 $339K 0.11% -104 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 6,843 $338K 0.01% -821 13F-HR/A Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,798 $336K 0.04% +527 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 6,716 $332K 0.16% +300 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 6,614 $327K 0.46% -1,316 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,581 $325K 0.02% -3,357 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,553 $324K 0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,510 $322K 0.02% +1,453 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,508 $322K 0.02% -210 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 6,469 $320K 0.31% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,425 $318K 0.04% +467 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 6,411 $317K 0.29% 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,390 $316K 0.01% +3,361 13F-HR/A Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 6,389 $316K 0.19% +1,434 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 6,352 $314K 0.18% +1,259 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,332 $313K 0.02% +365 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 6,329 $313K 0.22% -1,225 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 6,300 $312K 0.24% 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,234 $308K 0.08% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 6,172 $305K 0.19% +1,794 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 6,158 $305K 0.11% +49 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,104 $302K 0.01% -9,081 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6,098 $302K 0.19% +440 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,098 $302K 0.01% +698 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,047 $299K 0.02% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 6,041 $299K 0.18% +162 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,998 $297K 0.13% +944 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 5,997 $297K 0.09% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,950 $294K 0.02% +477 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,840 $289K 0.01% -347 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,822 $288K 0.01% +144 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,778 $286K 0.02% +1,600 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,773 $286K 0.02% +193 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 5,772 $285K 0.04% +1,451 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,755 $285K 0.01% -126 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,718 $283K 0.13% +39 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,664 $280K 0.06% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,632 $280K 0.05% +493 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 5,617 $278K 0.28% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,579 $276K 0.01% -91 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,534 $274K 0.04% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,525 $273K 0.13% -5,115 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 5,509 $272K 0.22% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,424 $270K 0.1% new 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 5,398 $267K 0.12% +35 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,397 $267K 0.01% -82,105 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,374 $266K 0.05% -2,790 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,341 $264K 0.06% -299 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 5,333 $264K 0.08% -1,754 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 5,307 $262K 0.24% 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 5,292 $262K 0.4% -180 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,271 $261K 0.08% +224 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 5,267 $260K 0.09% -6,303 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,229 $259K 0.18% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,221 $258K 0.07% new 13F-HR/A Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 5,214 $258K 0.1% +1,219 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 5,214 $258K 0.05% +72 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,212 $258K 0.03% +1 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 5,205 $257K 0.13% -162 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,196 $257K 0.01% -10,514 13F-HR Timeline Group Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 5,165 $255K 0.05% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,148 $255K <0.01% -5,064 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,128 $254K 0.04% 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 5,123 $253K 0.12% +218 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 5,094 $252K 0.26% 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,092 $252K 0.07% +105 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,071 $251K <0.01% +241 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,045 $250K 0.1% +223 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,018 $248K 0.01% -810 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,963 $245K <0.01% new 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 4,945 $245K 0.12% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,931 $244K 0.05% -216 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,853 $240K 0.15% +23 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 4,797 $237K 0.04% +61 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,714 $233K 0.08% -77 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 4,712 $233K 0.1% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,705 $233K 0.04% 0 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 4,673 $231K 0.1% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,663 $231K 0.01% -4,522 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,653 $230K 0.17% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,589 $227K 0.01% +99 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,549 $225K 0.07% -5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,540 $225K <0.01% -1,561 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 4,518 $223K 0.14% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,514 $223K 0.01% +17 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,513 $223K 0.02% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 4,512 $223K 0.16% +121 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,476 $221K 0.01% +175 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,460 $221K <0.01% +3,115 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,421 $219K 0.01% 0 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 4,407 $218K 0.18% +118 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,400 $218K 0.16% +595 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,370 $216K 0.02% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,364 $216K 0.03% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,337 $215K 0.05% -319 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,329 $214K 0.01% -99,589 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,254 $210K 0.05% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 4,239 $210K 0.13% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,226 $209K 0.01% -16 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,222 $209K <0.01% -2,389 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,212 $208K 0.01% +475 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 4,177 $207K 0.17% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,173 $206K 0.02% +83 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,157 $206K 0.04% -588 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 4,153 $205K 0.04% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 4,147 $205K 0.2% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,115 $204K 0.02% +1,861 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,104 $203K 0.02% +38 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 4,065 $201K 0.15% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,915 $194K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,412 $169K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,400 $168K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,313 $164K 0.04% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,038 $150K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,005 $149K 0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 2,913 $145K 0.14% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,588 $128K 0.05% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,583 $128K 0.03% +8 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,458 $122K <0.01% +121 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,371 $117K 0.01% +59 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,304 $114K <0.01% +155 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 2,298 $114K 0.01% +62 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,132 $105K <0.01% +132 13F-HR/A Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,055 $102K 0.04% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 2,041 $101K 0.09% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,820 $90K 0.03% +1,469 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,814 $89.7K <0.01% +1,360 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,789 $88.5K <0.01% +1,051 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,612 $79.7K 0.01% -475 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,600 $79.1K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,595 $78.9K 0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,561 $77.2K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,524 $75.4K 0.02% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,492 $73.8K 0.02% +109 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,487 $73.5K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,470 $72.7K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,368 $67.7K 0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,347 $66.6K 0.02% -2,653 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,301 $64.3K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,247 $61.7K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,201 $59.4K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,195 $59.1K <0.01% +286 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,122 $55.5K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,000 $49.5K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,000 $49.5K 0.04% 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,000 $49.5K 0.02% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 950 $47K 0.01% -24 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 947 $46.9K <0.01% -126 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 944 $46.7K 0.02% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 920 $45.5K <0.01% -301 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 782 $38.7K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 759 $37.5K 0.01% -122 13F-HR Timeline