TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 31,436 $881K 0.02% +8,337 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 31,419 $880K 0.6% +12,313 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 31,163 $873K 0.01% +8,661 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 30,523 $855K 0.11% +14,981 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 30,507 $855K 0.01% -10,653 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 30,300 $849K 0.04% -90,700 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 30,136 $844K 0.05% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 30,000 $840K 0.13% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 30,757 $840K 0.02% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 29,783 $834K 0.09% +2,458 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 29,720 $832K 0.03% +7,210 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 29,652 $831K 0.09% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 29,181 $817K <0.01% +5,755 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29,101 $815K <0.01% +12,441 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 28,577 $800K 0.01% -8,290 13F-HR/A Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 28,080 $787K 0.02% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 28,076 $786K <0.01% 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 28,022 $785K 0.1% -27,718 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 27,944 $783K 0.11% -2,385 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 27,924 $782K 0.15% +12 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 27,727 $777K 0.01% +16,220 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 27,257 $763K 0.01% +15,298 13F-HR Timeline CROBAN More: the full row for CROBAN 27,081 $758K 0.37% -472 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 26,950 $755K 0.67% -2,800 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 26,604 $745K 0.09% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 25,881 $725K 0.02% 0 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 25,334 $710K 0.08% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 24,950 $699K 0.05% +83 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 24,821 $695K 0.16% +12,270 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24,666 $691K 0.01% +22,469 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 24,656 $691K 0.05% -143,551 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 24,918 $690K 0.02% -3,379 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 24,618 $690K 0.04% +15,217 13F-HR Timeline Westchester Capital Management, LLC in group Westchester Capital Managemen… More: the full row for Westchester Capital Management, LLC 24,634 $690K 0.03% -171,066 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 24,534 $687K 0.01% +13,223 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 24,252 $679K 0.07% new 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 24,054 $674K 0.35% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 24,036 $673K 0.23% +1,436 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 23,732 $665K <0.01% +2,554 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,577 $660K 0.01% new 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,551 $660K 0.01% -88,349 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 23,431 $656K 0.16% -11,333 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 23,339 $654K 0.03% +8,845 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 23,232 $651K 0.02% +13,241 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 22,428 $631K 0.01% +1,351 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 22,000 $616K 0.01% new 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 21,804 $611K 0.07% +942 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 21,740 $609K 0.33% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 21,697 $608K 0.46% +245 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 21,567 $604K <0.01% -1,712 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,375 $599K 0.04% -627 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 21,369 $599K 0.02% -2,301 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 21,243 $595K +7,195 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 21,065 $590K <0.01% -13,425 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 21,037 $589K 0.01% -4,897 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 20,741 $581K 0.01% +5,692 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 20,624 $578K 0.03% -1,979 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 20,139 $564K 0.03% -569 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 19,914 $558K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,870 $557K 0.01% +965 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 19,644 $550K <0.01% +8,142 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 19,609 $549K 0.06% -11,260 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 19,302 $541K 0.03% +334 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 19,028 $533K <0.01% 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 18,928 $530K 0.09% -3,713 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 18,593 $521K <0.01% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 18,617 $511K 0.06% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 18,220 $510K +9,734 Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 18,098 $509K 0.03% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 18,030 $505K 0.03% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,841 $500K <0.01% +10,549 13F-HR/A Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 17,570 $492K 0.03% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 17,297 $484K <0.01% -405 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 17,234 $483K 0.03% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 17,450 $477K 0.05% new 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 16,874 $473K <0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 16,677 $467K 0.03% +2,967 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,394 $459K <0.01% -4,265 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 16,226 $454K 0.02% -232 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,062 $452K 0.02% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 15,940 $446K 0.43% +5,070 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 15,867 $444K 0.03% -645 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,741 $441K <0.01% -1,718 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 15,305 $429K 0.02% +1,518 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 14,940 $418K 0.05% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,904 $417K <0.01% +4,154 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 14,896 $417K 0.02% +9,420 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,855 $416K 0.01% +5,824 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 14,970 $416K 0.05% -2,780 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 14,643 $410K 0.12% -367 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 14,465 $405K 0.01% +6,453 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 14,708 $403K 0.01% +47 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 13,837 $388K 0.01% +2,871 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,812 $387K 0.04% new 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,691 $383K <0.01% +405 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 13,637 $382K 0.06% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,532 $379K <0.01% +4,859 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,475 $377K 0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,198 $370K 0.02% -6,770 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 13,040 $365K 0.04% -7,228 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,919 $362K <0.01% -624 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 12,913 $362K 0.16% +10,091 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 12,896 $361K <0.01% +3,167 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,520 $356K 0.01% -1,295 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 12,662 $355K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,596 $353K 0.03% -678 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,442 $349K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,411 $348K <0.01% +3,847 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,269 $344K 0.05% -367 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 12,130 $340K <0.01% +10,248 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 12,120 $339K 0.09% -975 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 12,050 $338K 0.08% -13,820 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,972 $335K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,794 $330K 0.02% new 13F-HR/A Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 11,782 $330K 0.08% -30,511 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 11,743 $329K -252 Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,743 $329K 0.01% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 11,420 $320K 0.01% new 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,369 $318K 0.01% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 11,362 $318K 0.17% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,354 $318K <0.01% new 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 11,258 $315K <0.01% -1,167 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 11,197 $314K 0.1% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 11,193 $314K 0.06% -26,493 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 11,187 $313K 0.06% +10,746 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,174 $313K 0.04% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,160 $313K 0.02% +2,018 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,143 $312K <0.01% +4,509 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 10,866 $304K 0.01% -5,682 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,627 $298K 0.08% -4,738 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,606 $297K 0.08% +724 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,600 $297K 0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,554 $296K 0.01% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 10,464 $293K <0.01% -159 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 10,380 $291K 0.11% -760 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 10,372 $291K 0.08% 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,321 $289K 0.01% -433 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10,124 $284K <0.01% +5,121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DRW Securities, LLC More: the full row for DRW Securities, LLC 10,135 $284K 0.02% -18,747 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 10,042 $281K 0.05% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,017 $281K 0.01% new 13F-HR/A Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,000 $280K 0.04% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 9,931 $278K 0.2% -2,169 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,913 $278K 0.01% -296 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,759 $273K 0.01% -30,712 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 9,746 $273K 0.06% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,682 $271K 0.01% -14,088 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 9,593 $269K 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,501 $266K 0.01% -139 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,350 $262K <0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,273 $260K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,248 $259K 0.05% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 9,181 $257K 0.09% 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 9,081 $254K 0.1% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 9,005 $252K <0.01% 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,945 $251K <0.01% +814 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 8,910 $250K 0.14% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,906 $249K <0.01% -26,281 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,902 $249K 0.01% -1,286 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,761 $245K 0.01% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 8,619 $245K 0.03% 0 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 8,750 $245K 0.2% 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 8,730 $245K 0.06% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,717 $244K 0.01% +7,168 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 8,417 $236K 0.19% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,384 $235K 0.05% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,371 $234K 0.01% -2,956 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,270 $232K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,221 $230K <0.01% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 8,202 $230K 0.04% +338 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 8,133 $228K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,111 $227K 0.01% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 8,080 $226K 0.05% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,958 $223K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,924 $222K 0.01% new 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,918 $222K <0.01% +6,038 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 7,918 $222K 0.06% +70 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 7,843 $220K 0.04% new 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,784 $218K 0.01% new 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 7,795 $218K 0.09% -50 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,758 $217K 0.08% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7,740 $217K 0.07% -816 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 7,721 $216K <0.01% -69,033 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 7,720 $216K 0.03% -5,259 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 7,708 $216K 0.24% -8,630 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,702 $216K 0.02% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,630 $214K 0.01% -5,605 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,602 $213K <0.01% +1,017 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,466 $209K 0.03% +1,990 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,458 $209K 0.04% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,434 $208K <0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,434 $208K 0.02% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,390 $207K 0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,377 $207K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,287 $204K <0.01% +2,794 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,219 $203K 0.01% -2,370 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,219 $202K <0.01% new 13F-HR Timeline STF Management LP More: the full row for STF Management LP 6,805 $189K 0.18% -13,414 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,515 $182K 0.01% +57 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,000 $166K <0.01% 0 13F-HR Timeline