BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 243 $9.43K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 225 $8.73K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 199 $8.59K <0.01% +7 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 200 $8.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 208 $8.07K <0.01% -78 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 187 $7.28K <0.01% +1 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 176 $6.83K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 158 $6.13K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 160 $6K <0.01% -17 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 148 $5.73K <0.01% +1 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 145 $5.63K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 131 $5.09K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 128 $4.97K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 124 $4.81K <0.01% -123 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 122 $4.74K <0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 121 $4.7K <0.01% -39 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 100 $3.88K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $3.88K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 98 $3.8K <0.01% 0 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 94 $3.65K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 92 $3.57K <0.01% -140 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 92 $3.55K <0.01% -1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 83 $3.22K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 83 $3.22K <0.01% +65 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 81 $3.14K <0.01% -9 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 78 $3.03K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 74 $3K <0.01% +15 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 69 $3K <0.01% -75 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 72 $2.79K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 64 $2.48K <0.01% -171 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 53 $2.06K <0.01% -18 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 50 $2K <0.01% new 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 51 $1.98K <0.01% new 13F-HR/A Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 50 $1.94K <0.01% -200 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 49 $1.92K <0.01% -86 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 48 $1.86K <0.01% +19 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 46 $1.79K <0.01% +5 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 45 $1.75K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 38 $1.48K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,303 $1.3K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 31 $1.2K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 30 $1.17K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26 $999 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 25 $971 <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 23 $893 <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 23 $893 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 22 $855 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 22 $854 <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 22 $854 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 21 $815 <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 19 $738 <0.01% -34 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14 $543 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10 $389 <0.01% +7 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10 $388 <0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6 $234 <0.01% -54 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6 $233 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $195 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $78 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $39 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -231 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.