Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 49,145 $459K 0.12% -3,360 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 48,903 $456K <0.01% -2,566 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 48,486 $452K 0.02% -2,531 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 48,140 $449K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 44,624 $444K +28,533 Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 46,927 $438K 0.1% -159 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 46,539 $434K 0.01% +1,481 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 46,428 $433K 0.12% -5,700 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 45,768 $427K 0.01% -4,517 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 44,137 $412K 0.08% +9,254 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 42,940 $401K 0.04% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 42,567 $397K 0.01% -75,760 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 41,800 $390K <0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 40,722 $380K <0.01% -98 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 40,539 $378K <0.01% +10,615 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 39,604 $370K 0.01% +5,923 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 39,180 $366K 0.05% +757 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 38,967 $364K <0.01% -20,941 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 36,961 $363K 0.06% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 38,857 $363K 0.01% +29,935 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 38,699 $361K 0.01% -1,697 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 38,318 $358K <0.01% +596 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 37,625 $351K 0.01% +1,147 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 37,192 $347K <0.01% +7,464 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 36,442 $340K 0.05% -434 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 36,003 $336K 0.18% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 34,810 $325K 0.01% +5,338 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 34,165 $319K <0.01% +2,759 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 33,797 $315K <0.01% -9,480 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 33,747 $315K 0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 33,176 $310K 0.01% -6,815 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 33,170 $309K 0.1% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 32,803 $306K 0.01% -24,723 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 32,099 $299K <0.01% +912 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 31,866 $297K <0.01% +3,971 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31,409 $293K <0.01% +2,104 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 31,334 $292K <0.01% -7,932 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 30,794 $287K <0.01% -1,330 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 30,646 $286K +5,580 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,818 $278K <0.01% -189,369 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 28,145 $276K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 29,452 $275K 0.01% -1,071 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 29,413 $274K <0.01% +9,731 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 29,230 $273K 0.14% -41 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 28,804 $269K 0.05% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28,683 $268K <0.01% +43 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 28,551 $266K <0.01% +843 13F-HR Timeline Group Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 28,464 $266K 0.04% 0 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 28,414 $265K <0.01% +8,850 13F-HR/A Timeline Group Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 28,201 $263K <0.01% new 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 28,009 $261K 0.02% -2,778 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,933 $261K <0.01% -20,566 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 27,398 $256K <0.01% -13,854 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 26,580 $248K 0.16% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 26,274 $245K 0.1% +340 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 26,196 $244K 0.01% +9,542 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 25,690 $240K <0.01% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,321 $236K <0.01% +191 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 24,972 $233K 0.04% -73,541 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 24,732 $231K <0.01% +5,938 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 24,576 $229K <0.01% +883 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 24,572 $229K <0.01% +2,012 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 24,485 $228K <0.01% +31 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24,474 $228K <0.01% -1,512 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 24,395 $228K <0.01% -18,189 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 24,376 $227K 0.01% -7,498 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 23,961 $224K 0.01% -228 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 23,801 $222K 0.01% -4,308 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 22,545 $210K 0.01% +150 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 22,355 $210K 0.04% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 22,348 $209K 0.08% -21,341 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 22,348 $209K 0.08% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 22,327 $208K <0.01% -195 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,115 $206K <0.01% +11,918 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 22,091 $206K <0.01% -8,282 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 21,945 $205K <0.01% -1,332 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 21,877 $204K 0.01% +2,450 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 21,277 $199K 0.04% -1,233 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 21,184 $198K 0.15% +1,400 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 20,979 $196K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 20,921 $195K 0.01% -2,529 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 20,910 $195K <0.01% +1,491 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 20,721 $193K 0.11% +20,721 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 20,690 $193K 0.01% +109 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 20,563 $192K <0.01% -708 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 20,524 $191K 0.12% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 20,447 $191K <0.01% -86,458 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 20,339 $190K 0.04% -271,024 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 20,330 $190K <0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 20,213 $189K <0.01% +534 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 20,157 $188K 0.13% +16 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 20,035 $187K 0.02% +5,232 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 19,935 $186K <0.01% +3,528 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 19,789 $185K <0.01% -2,431 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 19,296 $180K 0.04% +342 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 18,985 $177K 0.01% +10,515 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 18,772 $175K 0.04% -5,603 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 18,708 $175K <0.01% +825 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 18,641 $174K +2,572 Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 18,611 $174K <0.01% -78,458 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,560 $173K 0.01% +86 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 17,425 $171K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 18,226 $170K 0.05% +4,966 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 18,222 $170K 0.21% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,835 $166K <0.01% +342 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 17,698 $165K 0.02% +2,165 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,603 $164K 0.01% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,592 $164K 0.02% new 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 17,477 $163K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,170 $160K <0.01% +5,636 13F-HR/A Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 19,888 $159K 0.08% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,073 $159K 0.18% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 17,050 $159K 0.01% -17,850 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 16,985 $158K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 16,968 $158K 0.01% -16,100 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,900 $158K <0.01% -13,372 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,668 $156K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16,496 $154K <0.01% +4,272 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 16,434 $153K 0.02% +761 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,380 $153K <0.01% -833 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,242 $152K <0.01% +1,010 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 16,047 $150K 0.02% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,025 $150K <0.01% +4,369 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,821 $148K <0.01% -1,195 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 15,672 $146K 0.03% +1,771 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 15,598 $146K <0.01% +1,271 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 15,583 $145K 0.01% -1,326 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 15,549 $145K 0.02% -815 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 15,339 $143K 0.03% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,132 $141K <0.01% -3,468 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 14,725 $137K 0.01% -160 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 14,712 $137K 0.01% +1,084 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 14,615 $136K 0.01% +276 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,560 $136K <0.01% +1,578 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,537 $136K <0.01% -385 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,298 $133K <0.01% +3,550 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 14,273 $133K 0.04% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,194 $132K <0.01% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 14,175 $132K 0.19% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 14,133 $132K <0.01% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 14,121 $132K 0.01% +2,373 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 14,110 $132K 0.02% -4,057 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,815 $129K <0.01% -100,879 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,807 $129K <0.01% -2,369 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 13,520 $126K 0.02% -2,642 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,513 $126K 0.01% -362 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,415 $125K <0.01% +71 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,405 $125K 0.02% +1,467 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 13,380 $125K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 13,071 $123K <0.01% -1,745 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 12,413 $122K 0.06% +2 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 13,000 $121K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,835 $120K <0.01% -412 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,823 $120K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 12,903 $118K <0.01% -1,680 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,495 $117K <0.01% -3,612 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 12,479 $116K 0.09% +1,362 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 12,434 $116K <0.01% -466 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 12,379 $115K <0.01% -1,280 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,302 $115K <0.01% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,259 $114K <0.01% -1,146 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 12,140 $113K 0.02% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,089 $113K 0.01% -3,260 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,000 $112K <0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,904 $111K <0.01% -10 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,883 $111K 0.02% -30 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 11,836 $110K 0.01% -8,375 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,773 $110K 0.01% -5,077 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 11,751 $110K 0.07% +261 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,732 $109K <0.01% +111 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 11,291 $106K 0.02% -339 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 11,238 $105K 0.06% -1,324 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,110 $104K <0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,084 $103K 0.01% +8 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 11,001 $103K 0.01% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 10,943 $102K 0.04% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,941 $102K <0.01% +8 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,926 $102K 0.01% -1,078 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 10,871 $101K 0.06% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,719 $100K <0.01% -2,241 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 10,719 $100K <0.01% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,693 $99.8K <0.01% -2,066 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 10,622 $99.1K 0.03% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,571 $98.6K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,562 $98.5K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,544 $98.4K <0.01% -970 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 10,539 $98.3K 0.02% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,429 $97.3K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,400 $97K 0.01% +323 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,367 $96.7K <0.01% +18 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) 10,324 $96.3K <0.01% +10,209 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 10,318 $96.3K 0.03% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 10,278 $95.9K -11,114 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,230 $95.4K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,114 $85K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 9,055 $84.5K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,217 $76.7K <0.01% +650 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,663 $71.5K 0.03% -4,397 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,586 $70.8K <0.01% +1,094 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 7,322 $68K 0.01% +457 13F-HR Timeline