NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 36,172 $191K <0.01% +10,654 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 35,586 $188K 0.09% -2,996 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 35,111 $185K <0.01% -65,441 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 34,312 $181K 0.02% +6,008 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 33,506 $177K <0.01% +2,352 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 33,298 $175K 0.02% +3,275 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 32,959 $174K 0.08% +36 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 32,529 $171K <0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 32,016 $169K 0.01% +5,081 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 31,768 $167K 0.02% +13,175 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 31,677 $165K 0.01% +8,226 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 30,793 $162K 0.01% +822 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 30,644 $161K <0.01% -112 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 30,280 $160K <0.01% -9,500 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 30,270 $160K 0.02% new 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 30,234 $159K 0.01% +1,119 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 30,100 $159K 0.04% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 30,023 $158K 0.03% 0 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 30,000 $158K 0.06% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 29,927 $158K <0.01% -7,516 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,496 $155K <0.01% -573 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 28,726 $151K 0.07% +1,847 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 28,451 $150K 0.03% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 28,037 $148K 0.1% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 28,000 $148K 0.07% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 27,914 $147K 0.01% -2,320 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 27,889 $147K <0.01% -2,002 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 27,609 $145K 0.01% +1,289 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 27,455 $145K <0.01% -75,614 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 27,223 $143K 0.04% -1,000 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 27,047 $143K 0.08% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,908 $142K <0.01% +10,794 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 26,791 $141K 0.03% +566 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,717 $141K <0.01% -1,718 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 26,600 $140K 0.11% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 26,149 $138K <0.01% -4,009 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 25,781 $136K <0.01% +2,556 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 25,707 $135K 0.04% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 25,672 $135K <0.01% +683 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 25,438 $134K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 25,438 $134K <0.01% +3,826 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 24,247 $128K 0.02% +2,400 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 24,013 $127K <0.01% -3 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 23,839 $126K 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 23,204 $122K <0.01% -1,221 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 23,132 $121K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 22,807 $120K 0.01% +1,081 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 22,527 $118K 0.01% -1,475 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,193 $116K <0.01% -2,429 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 21,496 $113K 0.02% +19,220 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,429 $113K <0.01% -1,697 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 21,188 $112K 0.01% +746 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 20,589 $109K <0.01% -1,300 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 20,269 $107K 0.05% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,402 $106K <0.01% +964 13F-HR/A Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 20,100 $106K 0.05% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 20,046 $106K <0.01% +7,356 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 21,320 $105K 0.05% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 19,531 $103K 0.06% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 19,275 $103K <0.01% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 19,399 $102K 0.02% +3,302 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 19,200 $101K <0.01% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 19,100 $101K 0.04% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 18,650 $98.3K 0.01% -3,000 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,448 $97K <0.01% +437 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 18,302 $96.5K 0.01% +4,853 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,802 $94K <0.01% -1,984 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,268 $91K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,784 $88.5K <0.01% +635 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,777 $88.4K <0.01% +13 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 16,456 $86.7K 0.03% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 16,064 $84.7K 0.05% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 15,500 $81.7K 0.02% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 15,405 $81.2K 0.01% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 15,300 $81K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,352 $80.9K 0.01% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 15,346 $80.9K 0.02% new 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,102 $79.6K <0.01% +425 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 15,072 $79.4K <0.01% -50 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,308 $79.3K <0.01% +2,248 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 14,972 $78.9K 0.04% +700 13F-HR/A Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 14,903 $78.5K 0.02% +676 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14,899 $78.5K 0.01% +14,896 13F-HR/A Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 14,578 $76.4K <0.01% 0 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,492 $76.4K <0.01% +381 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 14,419 $76K 0.01% +1,763 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 15,578 $75.1K 0.01% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 14,217 $74.9K <0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,822 $72.8K 0.01% +1,915 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 13,700 $72.2K 0.01% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 13,560 $71.5K 0.09% new 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 13,333 $70.3K <0.01% +2,113 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 13,089 $69K 0.24% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,022 $68.6K <0.01% new 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,875 $67.9K <0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 12,864 $67.8K 0.01% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 12,850 $67.7K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,507 $65.9K <0.01% +4,213 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,298 $64.8K <0.01% 0 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 12,155 $64.1K 0.06% -4,600 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 12,112 $63.8K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,107 $63.8K <0.01% -152,580 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,083 $63.7K <0.01% +406 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 12,033 $63.4K 0.03% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 12,000 $63.2K 0.01% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 12,000 $63.2K 0.03% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,968 $63.1K <0.01% +432 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 11,747 $61.9K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,374 $61.5K <0.01% +44 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 11,530 $60.8K <0.01% -385 13F-HR/A Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 11,227 $59.2K 0.01% +113 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 11,177 $58.9K 0.04% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,022 $58.1K <0.01% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 10,925 $57.6K <0.01% new 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,896 $57.4K 0.01% -250 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 10,843 $57.1K <0.01% +617 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,137 $56.9K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 10,608 $55.9K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,309 $54.3K <0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,814 $53.6K <0.01% +308 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 10,114 $53.3K <0.01% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 10,073 $53.1K 0.01% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 10,026 $52.8K 0.01% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 10,002 $52.7K 0.01% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 10,000 $52.7K 0.01% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 10,008 $50.7K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,013 $50.7K <0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 9,600 $50.6K <0.01% 0 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,000 $49.9K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9,276 $48.9K 0.03% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,764 $46.2K <0.01% -54 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,600 $45.3K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,335 $43.9K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,240 $43.4K <0.01% +7,286 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,907 $41.7K <0.01% -660 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,800 $41.1K <0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,500 $39.5K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,191 $38.4K <0.01% +2,651 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,093 $32.1K <0.01% -7,351 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,600 $29.5K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5,424 $28.6K 0.02% -539 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,074 $26.7K <0.01% +5,003 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 5,000 $26.4K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,000 $26.4K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,929 $26K <0.01% +192 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,635 $24.4K <0.01% -476 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 4,528 $23.9K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,524 $23.8K 0.02% +4,462 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,511 $23.8K <0.01% -109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,409 $23.2K <0.01% +40 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,072 $22K <0.01% +729 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,013 $21.1K <0.01% +2,927 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,528 $20.1K <0.01% 0 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 3,745 $19.7K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,675 $19.4K 0.01% -8,725 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,315 $17.5K 0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,293 $17K <0.01% -939 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 3,181 $17K <0.01% +10 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,007 $15.8K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4,161 $15.7K 0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,946 $15.5K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,936 $15.5K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,295 $15.3K <0.01% -3,380 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,816 $14.8K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,735 $14.4K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,700 $14.2K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,560 $13.5K <0.01% +2,170 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,433 $12.8K <0.01% +2,233 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,402 $12.7K <0.01% +1,931 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,230 $11.8K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,500 $11.8K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,208 $11.6K <0.01% +2,168 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,001 $10.5K <0.01% +1,999 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,000 $10.5K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,000 $10.5K <0.01% -2,000 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,900 $10K <0.01% 0 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,814 $9.45K <0.01% +96 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,728 $9K <0.01% new 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 1,701 $8.96K <0.01% -234 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1,675 $8.83K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,575 $8.3K <0.01% +4 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,412 $7.44K <0.01% +709 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,392 $7.34K <0.01% +182 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,300 $6.85K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,205 $6.35K <0.01% +788 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,175 $6.19K <0.01% -4 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,150 $6.06K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. 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