TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,580 $652K 0.01% +901 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,559 $650K <0.01% +1,144 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 10,426 $642K 0.24% +2,697 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,425 $642K 0.12% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 10,200 $628K 0.05% -1,102 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,156 $625K 0.26% -364 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,920 $611K 0.02% -4,614 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,733 $599K 0.01% -183 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,711 $598K 0.13% +8,714 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,678 $596K <0.01% -418 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,428 $580K 0.02% -535 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,309 $573K <0.01% -630 13F-HR Timeline Group Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 9,187 $566K 0.43% -306 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,111 $561K 0.1% +1,519 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,057 $558K 0.01% -306 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 9,053 $557K 0.53% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,036 $556K <0.01% +3,127 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,869 $546K <0.01% +642 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 8,614 $530K 0.42% +54 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 8,541 $526K 0.48% -51 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,326 $513K 0.01% 0 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,310 $512K <0.01% -3,364 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 7,653 $502K 0.03% -1,292 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 7,800 $480K 0.27% +2,335 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 7,736 $476K 0.24% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,678 $473K <0.01% +174 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 7,617 $469K <0.01% -660 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,615 $469K 0.06% +1,171 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,399 $455K 0.01% new 13F-HR/A Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,375 $454K 0.07% +2,272 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,374 $454K 0.17% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,285 $448K 0.07% +632 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,222 $445K 0.01% -10,564 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 7,131 $439K <0.01% +241 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,993 $430K 0.06% -340 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,842 $421K 0.01% -69 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,826 $420K <0.01% +4,259 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,780 $417K 0.08% +605 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,715 $413K 0.2% +1,031 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 6,643 $409K 0.45% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,592 $406K 0.01% -599 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,484 $399K 0.07% +6,248 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,922 $397K 0.02% -14,078 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,422 $395K 0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 6,414 $395K 0.03% +1,232 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,343 $390K 0.04% -480 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,304 $388K 0.01% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,044 $372K <0.01% +1,259 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,944 $366K 0.14% +9 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,805 $357K <0.01% +1,121 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,710 $352K <0.01% -640 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,684 $350K 0.01% +2,248 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,674 $349K 0.08% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,672 $349K 0.18% -1,024 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,663 $349K 0.02% +327 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,363 $348K 0.02% +692 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,518 $340K 0.01% -657 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,507 $339K 0.02% -360 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 5,500 $339K 0.08% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,490 $338K <0.01% +810 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,442 $335K 0.03% -194 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 5,383 $331K 0.04% -540 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,242 $323K 0.25% -42 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,890 $318K 0.01% -50 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,107 $314K <0.01% +422 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,038 $310K <0.01% new 13F-HR Timeline Group AMERICAN ASSETS INC in group American Assets Investment Ma… More: the full row for AMERICAN ASSETS INC 5,000 $308K 0.11% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,985 $307K <0.01% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 4,659 $307K 0.03% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,963 $306K 0.01% -908 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,961 $305K 0.02% +281 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,890 $301K 0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,817 $299K <0.01% -229 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,496 $296K 0.26% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,805 $296K <0.01% +341 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 4,726 $291K 0.05% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,630 $285K 0.01% -699 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,628 $285K <0.01% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 4,538 $279K 0.17% -500 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,420 $274K 0.03% +1,519 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,434 $273K <0.01% -1,456 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,221 $260K <0.01% -4,285 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,190 $258K 0.05% -100 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,122 $254K 0.01% -119 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,077 $251K 0.01% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,000 $246K 0.04% -200 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,990 $246K 0.01% -238 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,977 $245K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,850 $237K 0.11% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,825 $235K 0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,786 $233K 0.01% new 13F-HR Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,780 $233K 0.16% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,766 $232K 0.14% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,729 $230K 0.07% -2,231 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,615 $223K 0.05% new 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,602 $222K 0.07% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,584 $221K <0.01% -558 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,581 $220K 0.01% -6,917 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,577 $220K 0.01% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,576 $220K <0.01% -619,932 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,559 $219K 0.12% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,558 $219K 0.02% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,549 $218K 0.01% +1,499 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,525 $217K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,518 $217K <0.01% -784 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,511 $216K <0.01% new 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,509 $216K 0.06% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,450 $212K 0.01% -7,923 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,432 $211K 0.05% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,425 $211K <0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,307 $204K 0.05% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,290 $203K 0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,289 $202K 0.03% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,275 $202K 0.05% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3,252 $200K <0.01% -4,448 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,147 $194K <0.01% -1,004,225 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,137 $193K <0.01% -643 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,100 $191K 0.12% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,004 $185K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,878 $177K <0.01% +1,409 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,519 $176K <0.01% 0 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,862 $176K 0.03% +289 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,808 $173K 0.01% -7,620 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,553 $157K <0.01% +506 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,429 $150K <0.01% -3,665 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,421 $149K 0.01% +779 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,350 $145K <0.01% -1,000 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,306 $142K 0.01% +605 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,270 $140K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,006 $124K 0.02% +40 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,980 $122K 0.01% -16 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,826 $112K <0.01% +528 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,753 $108K <0.01% -317 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,734 $107K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,655 $102K 0.03% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,639 $101K 0.01% -2,414 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,627 $100K 0.06% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,585 $97.6K 0.03% -840 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,566 $96.4K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,502 $92.5K <0.01% -482 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 1,430 $88K <0.01% -33 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,424 $87.7K <0.01% -641 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,692 $84.7K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,336 $83K <0.01% +531 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 1,312 $80.8K 0.05% +152 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,301 $80.1K 0.02% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,280 $79K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,196 $78.7K <0.01% +23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,262 $77.7K <0.01% -1,612 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,250 $77K 0.03% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,205 $74.2K <0.01% -355 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,201 $73.9K <0.01% +1,183 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,193 $73.4K <0.01% -54 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,158 $71.3K 0.01% +246 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,127 $69.4K <0.01% -99,547 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,125 $69.3K 0.04% -747 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,055 $64.9K 0.05% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,050 $64.6K 0.01% -250 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,050 $64.6K 0.01% +200 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,042 $64.1K 0.06% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,044 $64K <0.01% +827 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 1,000 $61.6K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $61.6K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 964 $59.3K <0.01% +380 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 542 $50.8K 0.04% -170 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 804 $49.5K 0.01% +255 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 748 $48.6K 0.02% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 772 $47.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 733 $45.1K <0.01% -114 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 664 $40.9K <0.01% new 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 600 $36.9K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 565 $34.8K <0.01% -4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 560 $34.5K <0.01% +14 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 559 $32.7K <0.01% -591 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 524 $32K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 513 $31.6K <0.01% +103 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 501 $30.8K <0.01% +78 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $30.8K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 500 $30.8K 0.01% -581 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 482 $29.7K 0.02% -75 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 420 $25.8K <0.01% -185 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 413 $25.4K 0.02% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 406 $25K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 400 $24.6K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 360 $22.1K 0.01% +104 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 315 $19.4K 0.01% +309 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 309 $19K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 309 $19K <0.01% +144 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 304 $18.7K 0.01% -11 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. 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