STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 26,931 $367K <0.01% 0 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 25,812 $352K <0.01% -686 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 25,553 $348K <0.01% +5,977 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 25,349 $345K 0.03% +8,702 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 25,267 $344K 0.04% -390 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 24,596 $335K 0.02% +1,374 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 23,764 $324K 0.16% -5,000 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,454 $319K 0.01% +10,762 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 23,396 $319K 0.05% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 23,078 $314K <0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 22,517 $307K <0.01% +9,756 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 22,242 $303K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 22,145 $302K <0.01% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 22,114 $301K 0.06% +740 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 22,059 $300K 0.09% -2,332 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 22,048 $300K 0.13% -3,119 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 21,973 $299K 0.14% +1,408 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 21,122 $297K 0.02% +147 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 21,777 $294K 0.02% +2,263 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 21,436 $292K 0.04% +3,686 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 21,358 $291K <0.01% +2,149 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,326 $290K 0.01% -306 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 21,167 $288K 0.01% -11,953 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 21,101 $287K 0.03% -2,751 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21,044 $287K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 20,999 $286K <0.01% +1,863 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 20,410 $278K 0.01% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 20,082 $275K 0.03% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 19,477 $265K 0.18% -1,522 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,322 $263K <0.01% +1,470 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,170 $261K 0.01% +1,434 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 18,956 $258K 0.02% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 18,783 $256K 0.07% -1,970 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 21,340 $254K <0.01% +987 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 18,620 $254K <0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 18,440 $251K 0.12% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 18,384 $250K 0.04% +589 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18,088 $246K <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,086 $246K <0.01% +629 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,907 $244K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 17,323 $243K 0.02% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 17,791 $242K 0.01% -12,497 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,317 $236K 0.01% +2,158 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,278 $235K 0.01% -8,481 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 18,636 $235K 0.01% +512 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 16,895 $230K 0.07% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 16,881 $230K 0.14% +979 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,576 $226K 0.02% -722 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 16,488 $225K 0.14% +4,983 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,255 $221K 0.01% +159 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 16,135 $220K 0.02% +5,269 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,647 $217K 0.01% +729 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 15,718 $214K 0.02% +312 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,350 $209K <0.01% +1,154 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 15,334 $209K 0.02% new 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 15,331 $209K 0.01% +359 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 15,252 $208K 0.01% +4,142 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,193 $207K 0.01% new 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,127 $206K 0.02% +254 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,107 $206K 0.02% -604 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,967 $204K 0.02% -3,207 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 14,815 $202K 0.08% +550 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 14,743 $201K 0.01% -14,565 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,737 $201K <0.01% +1,569 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,642 $199K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,755 $198K <0.01% +5,054 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,420 $196K <0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,372 $196K 0.05% -121 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,336 $195K 0.03% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 14,145 $193K 0.04% -3,683 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 13,985 $190K 0.13% +1,605 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 13,946 $190K <0.01% -1,232 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 13,741 $187K <0.01% -12,432 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 13,669 $186K 0.1% +3,425 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,659 $186K 0.12% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,626 $186K 0.01% -4,319 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 13,596 $185K 0.08% -87 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,529 $184K 0.01% +1,520 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 13,380 $182K 0.03% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 13,231 $180K 0.02% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 13,220 $180K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 13,212 $180K 0.02% +1,250 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13,078 $179K 0.02% -688 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 13,000 $177K 0.01% -2,679 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 12,846 $175K 0.15% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 12,785 $174K <0.01% 0 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 12,764 $174K 0.09% +2,913 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,714 $173K 0.1% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,481 $170K <0.01% +188 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,370 $168K <0.01% -605 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 12,164 $166K 0.03% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 16,838 $164K 0.11% -1,933 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 12,000 $163K 0.02% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,861 $162K <0.01% +1,035 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,849 $161K 0.04% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 11,846 $161K 0.03% -7,066 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,753 $160K <0.01% -1,807 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,718 $160K 0.01% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 11,556 $157K 0.16% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 11,468 $156K 0.01% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 11,360 $155K <0.01% -1,754 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 11,177 $152K 0.02% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 11,000 $150K 0.14% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 10,988 $150K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 10,950 $149K <0.01% +485 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 10,809 $147K 0.01% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 10,797 $147K 0.06% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 10,711 $146K 0.05% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,474 $143K <0.01% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,444 $142K 0.06% -292 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 10,434 $142K 0.04% +266 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 10,168 $138K 0.05% +168 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,024 $137K 0.01% -3,766 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,540 $130K <0.01% -1,105 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,535 $103K 0.02% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 7,471 $102K 0.07% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,711 $91.4K 0.02% +3,171 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,224 $88.6K 0.04% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,192 $84.3K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,001 $81.7K <0.01% -1,605 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,826 $79.3K <0.01% -2,838 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,634 $76.7K <0.01% -237 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,318 $72K 0.03% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,200 $70.8K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,062 $68.9K <0.01% -358 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,880 $66.5K 0.05% -143 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,643 $63.2K 0.01% +748 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,310 $58.7K <0.01% -111 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,899 $53.1K 0.02% -492 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,901 $53K <0.01% +787 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,261 $45.9K <0.01% +193 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,343 $45.5K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,098 $42.2K <0.01% -1,506 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,054 $41.6K 0.03% +68 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,907 $39.6K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,100 $39K 0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,868 $37.6K <0.01% +67 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,607 $35.5K <0.01% +1,804 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,347 $32K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2,143 $29.2K 0.03% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,099 $28.6K <0.01% 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 81 $25K 0.02% -1,735 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,734 $23.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,668 $22.7K <0.01% +1,300 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,619 $22.1K 0.02% -421 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,455 $19.8K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,266 $17.2K <0.01% +17 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,196 $16.3K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,192 $16.2K 0.01% +112 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,155 $16K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,141 $15.5K <0.01% +896 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,122 $15.3K 0.01% +773 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,110 $15K <0.01% -437 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,046 $14.2K <0.01% -850 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,044 $14.2K <0.01% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,021 $13.9K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,000 $13.6K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 896 $12.2K <0.01% -343 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 860 $12K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 864 $11.9K <0.01% -395 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 814 $11.1K <0.01% +584 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 808 $11K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 721 $9.82K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 677 $9.22K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 675 $9.19K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 622 $8.47K <0.01% -506 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 604 $8.23K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 601 $8.19K <0.01% -3,015 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 588 $8.01K <0.01% +36 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 578 $7.87K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 564 $7.68K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 542 $7.38K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 538 $7.33K <0.01% -541 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 509 $7.11K <0.01% +240 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 515 $7.01K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 495 $7K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Dedication, LLC More: the full row for Asset Dedication, LLC 500 $6.81K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 491 $6.69K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 477 $6.5K <0.01% 0 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 466 $6.35K <0.01% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 452 $6.16K <0.01% -600 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 428 $5.87K <0.01% -44 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 393 $5.35K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 387 $5.27K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 357 $4.86K <0.01% -319 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 344 $4.72K <0.01% -49 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 344 $4.69K <0.01% +104 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 344 $4.68K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 335 $4.56K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 321 $4.37K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 317 $4.32K <0.01% new 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 296 $4.03K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 272 $3.71K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 259 $3.53K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 251 $3.42K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 231 $3.15K <0.01% +103 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 230 $3.13K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 213 $2.9K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 212 $2.89K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 211 $2.87K <0.01% 0 13F-HR Timeline