Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 928 $36.5K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 878 $34.1K <0.01% +705 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 794 $31.2K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 728 $28.7K <0.01% +677 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 702 $27.6K <0.01% 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 675 $27K <0.01% +38 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 600 $23.6K <0.01% +76 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 554 $21.8K <0.01% -12 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 554 $21.8K <0.01% -255 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 544 $21.4K <0.01% +85 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 516 $20.3K <0.01% +181 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 479 $18.8K <0.01% -1,413 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 451 $17.7K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 448 $17.6K <0.01% -68 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 344 $14K <0.01% -71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 345 $13.6K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 335 $13.2K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 328 $12.9K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 287 $11.3K <0.01% +52 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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 274 $10.8K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 259 $10.2K <0.01% -39 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 251 $9.87K <0.01% +199 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 239 $9.47K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 240 $9.44K <0.01% +50 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 230 $9.04K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 224 $8.8K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 210 $8.26K <0.01% +118 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 207 $8.14K <0.01% +6 13F-HR Timeline MOTCO More: the full row for MOTCO 200 $7.86K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 194 $7.63K <0.01% -26 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 178 $7K <0.01% +4 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 170 $6.68K <0.01% +34 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 146 $5.74K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 146 $5.74K <0.01% +15 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 142 $5.58K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 130 $5.11K <0.01% +95 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 123 $4.83K <0.01% +10 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 108 $4.25K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 105 $4.13K <0.01% -45 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 93 $3.66K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 92 $3.62K <0.01% -11 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 86 $3.38K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 86 $3.38K <0.01% +44 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 73 $3K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 70 $2.75K <0.01% -114 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 67 $2.63K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 62 $2.44K <0.01% 0 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 62 $2.44K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 58 $2.28K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 57 $2.24K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 57 $2.24K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 57 $2.24K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 49 $1.93K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 45 $1.77K <0.01% +35 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 44 $1.73K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44 $1.73K <0.01% -208 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 42 $1.65K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 41 $1.61K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 40 $1.57K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 39 $1.55K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 39 $1.53K <0.01% +20 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 38 $1.49K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 35 $1.38K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 31 $1.22K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 31 $1.22K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 31 $1.22K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 29 $1.15K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 40 $1.14K <0.01% 0 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25 $983 <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 25 $983 <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 22 $865 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $786 <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 19 $750 <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 17 $668 <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 16 $629 <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 15 $590 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 15 $590 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15 $589 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $512 <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 12 $472 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12 $472 <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10 $393 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10 $393 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $315 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7 $275 <0.01% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 7 $275 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6 $236 <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6 $236 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $236 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6 $236 <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6 $236 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6 $236 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $197 <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5 $197 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $197 <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5 $196 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4 $157 <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3 $118 <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3 $118 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3 $118 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $79 <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $40 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $40 <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1 $39 <0.01% 0 13F-HR Timeline