EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 16,914 $919K 0.03% +2,490 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 16,787 $912K 0.12% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 16,534 $898K 0.06% +2,898 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 16,338 $888K 0.02% +2,191 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 16,225 $882K 0.06% +621 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 15,962 $867K 0.01% -1,394 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,927 $865K 0.05% +54 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 16,042 $863K 0.08% +3,286 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 15,811 $859K 0.09% +28 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 15,778 $857K 0.13% +3,743 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,342 $834K 0.06% -5 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,132 $822K 0.02% +1,131 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 15,083 $820K 0.03% +522 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 15,015 $816K 0.5% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 14,959 $811K <0.01% +657 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15,353 $805K <0.01% +422 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,526 $789K 0.05% +1,055 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,293 $777K 0.01% -296 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,098 $766K <0.01% +4,528 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 13,749 $747K 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,515 $734K <0.01% +1,154 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 13,469 $732K 0.19% -363 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 13,396 $728K <0.01% 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,380 $727K 0.08% +328 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,295 $722K 0.01% +22 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 13,221 $718K 0.5% +246 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 13,205 $717K <0.01% 0 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 12,930 $703K 0.01% +2,271 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,685 $689K 0.07% -71,352 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,634 $687K 0.03% +1,290 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 12,422 $675K <0.01% +10 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 12,202 $663K 0.16% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 12,124 $658K 0.17% -3,365 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 12,008 $653K <0.01% +1,597 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,915 $647K 0.07% +2,230 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,861 $645K 0.01% -27 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 11,501 $625K 0.29% -663 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 11,390 $619K 0.16% +2,855 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,315 $615K <0.01% -12,651 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,288 $613K 0.02% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,126 $605K 0.15% -273 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,991 $597K 0.03% +3,691 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 10,983 $597K 0.2% new 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 10,748 $584K 0.17% +405 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11,231 $583K 0.04% -232 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 10,709 $582K 0.01% +1,392 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 10,587 $575K 0.03% -4,477 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,384 $564K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,297 $560K 0.08% +125 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,191 $554K 0.01% -1,051 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,966 $542K 0.01% +4,022 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,954 $541K 0.07% +662 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,989 $538K <0.01% +1,592 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,783 $532K 0.02% -351 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,670 $525K 0.04% +659 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,643 $524K 0.04% +3,376 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,615 $522K 0.06% -633 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,509 $517K <0.01% +3,885 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,495 $516K <0.01% -11,681 13F-HR/A Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,455 $514K 0.22% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,451 $514K 0.16% -164 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,389 $510K 0.02% +279 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,389 $510K 0.09% +279 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,200 $500K 0.01% +844 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 9,117 $495K 0.03% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,207 $495K <0.01% -1,086 13F-HR/A Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 9,041 $491K 0.04% +566 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,790 $478K 0.01% +705 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,778 $477K 0.01% +1,620 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,713 $473K 0.09% +431 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,671 $471K 0.06% +4,547 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,503 $462K <0.01% +271 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,466 $460K 0.06% -46 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,422 $458K 0.01% +329 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,409 $457K 0.09% +51 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 8,403 $457K 0.26% +4,420 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,192 $445K <0.01% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,986 $434K 0.01% -298 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,949 $432K <0.01% +1,677 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,941 $432K 0.03% -168 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,811 $424K 0.06% +2,633 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,810 $424K 0.12% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,796 $424K 0.22% -121 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,787 $423K 0.01% -2,090 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 7,666 $417K 0.03% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 7,568 $411K 0.21% -513 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,543 $410K 0.01% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 7,500 $408K 0.05% +549 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 7,458 $405K 0.09% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,442 $404K 0.09% +16 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,331 $398K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,190 $391K 0.03% +1,138 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,129 $387K 0.01% +386 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,005 $381K 0.13% +2,568 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,973 $379K 0.01% -2,882 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,970 $379K 0.16% -116 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,903 $375K 0.02% +84 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,866 $373K 0.03% +230 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,850 $372K 0.01% -1,185 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,844 $372K <0.01% +4,110 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,827 $371K 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 6,820 $371K <0.01% +1,545 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,759 $367K <0.01% -299 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 6,730 $366K 0.18% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,723 $365K 0.28% +47 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,695 $364K <0.01% +578 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 6,685 $363K <0.01% 0 13F-HR/A Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 6,656 $362K 0.2% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,646 $361K 0.07% +1,820 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,574 $357K <0.01% +936 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,543 $356K 0.01% -240 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,264 $340K 0.09% +1,001 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,218 $338K 0.02% +649 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,156 $335K <0.01% -222 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,014 $327K <0.01% +1,447 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,971 $324K 0.17% -153 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,966 $324K 0.08% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,950 $323K 0.01% -73 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,767 $313K 0.06% -304 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,754 $313K <0.01% +652 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,611 $305K 0.09% -462 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,668 $304K 0.01% +34 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,553 $302K 0.09% +65 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,454 $296K 0.02% -394 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,357 $291K 0.01% -154 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,342 $290K 0.01% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,323 $289K 0.06% +52 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 5,315 $289K 0.17% +370 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,296 $288K 0.04% +773 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,275 $287K 0.06% +306 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,625 $284K 0.21% +152 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 5,207 $283K <0.01% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,100 $277K 0.13% +135 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,056 $275K 0.03% +667 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,016 $273K 0.03% -957 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 4,990 $271K 0.08% -7 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,917 $267K 0.01% +587 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,904 $266K 0.01% +157 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,903 $266K 0.06% -26 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,900 $266K <0.01% -228 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,871 $265K <0.01% -192 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,834 $263K 0.02% +117 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,829 $262K <0.01% +1,525 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,807 $261K 0.02% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,544 $247K 0.09% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 4,463 $243K 0.09% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,447 $242K <0.01% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,389 $238K <0.01% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 4,360 $237K 0.06% +442 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,334 $236K 0.02% +33 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,312 $234K 0.01% -1,888 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,292 $233K <0.01% -3,804 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,268 $232K 0.08% -272 13F-HR/A Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,250 $231K <0.01% new 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4,223 $230K <0.01% +298 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,226 $230K 0.01% -32 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,196 $228K 0.02% +50 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,163 $226K 0.03% -294 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,132 $225K 0.02% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,090 $222K <0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,088 $222K 0.02% +10 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,050 $220K 0.21% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,047 $220K 0.08% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,042 $220K 0.11% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,007 $218K 0.01% +173 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,995 $217K 0.1% -399 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,994 $217K 0.01% -1,069 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,964 $215K 0.05% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,943 $214K 0.01% -27 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,934 $214K 0.05% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,931 $214K <0.01% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,921 $213K <0.01% new 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,919 $213K 0.15% -66 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,929 $210K 0.19% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,039 $210K <0.01% -326 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,847 $209K 0.07% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,827 $208K 0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,790 $206K <0.01% +56 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,759 $204K <0.01% -511 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,874 $201K 0.09% -88 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,694 $201K 0.01% -83 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,377 $184K 0.03% -211 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,310 $180K <0.01% +49 13F-HR/A Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 3,174 $172K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,026 $164K <0.01% +731 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,802 $152K 0.09% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,691 $146K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,529 $137K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,500 $136K <0.01% +2,185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,469 $134K <0.01% -55 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,398 $130K <0.01% -308 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,227 $121K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,081 $113K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,913 $104K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,810 $98.3K <0.01% +68 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,770 $96.2K 0.01% +1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,765 $95.9K <0.01% +1,417 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,338 $95.4K <0.01% +928 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,719 $93.4K 0.05% +233 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,712 $93K <0.01% 13F-HR Timeline