Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,272 $3.42M 0.25% -260 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 11,233 $3.4M 0.56% +57 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,228 $3.4M 0.22% -8 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 11,205 $3.4M 2.12% -318 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,182 $3.39M 0.32% -14 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,150 $3.38M 0.75% -124 13F-HR/A Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 11,297 $3.37M 2.66% -379 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 11,122 $3.37M 0.37% +9,306 13F-HR Timeline Group SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 11,107 $3.37M 2.69% +347 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,079 $3.36M 0.1% +1,361 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,065 $3.35M 0.86% -589 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 11,031 $3.34M 0.75% +1,528 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 11,010 $3.34M 3.08% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 10,977 $3.33M 0.57% -139 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,937 $3.32M 0.17% -201 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 10,934 $3.31M 0.34% +1,507 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 10,933 $3.31M 0.89% -124 13F-HR Timeline City State Bank More: the full row for City State Bank 10,916 $3.31M 0.76% +510 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 10,911 $3.31M 1.02% +476 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,847 $3.29M 0.36% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 10,831 $3.28M 0.47% -222 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,802 $3.27M 0.43% +42 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 10,785 $3.27M 2.23% +200 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,766 $3.26M 0.99% -23 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 10,745 $3.26M 1.09% -520 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 10,744 $3.26M 0.06% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,670 $3.23M 0.07% -192 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,666 $3.23M 0.04% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,658 $3.23M 0.16% -251 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 10,930 $3.23M 0.31% +37 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 10,625 $3.22M 0.39% -1,351 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 10,600 $3.21M 0.28% -36 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 10,599 $3.21M 2.23% +4,184 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 10,589 $3.21M 2.52% -2,764 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 10,555 $3.2M 0.28% -232 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 10,548 $3.2M 0.28% +118 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 10,539 $3.19M 2.39% -220 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 10,534 $3.19M 1.72% -780 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 10,526 $3.19M 0.19% 0 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,488 $3.18M 0.18% +33 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 10,463 $3.17M 2.73% +2,030 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,458 $3.17M 0.05% +1,098 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 10,453 $3.17M 1.61% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,421 $3.16M 0.13% -42 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 10,409 $3.16M 1.36% +340 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 10,409 $3.16M 1.15% -600 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 10,385 $3.15M 1.51% -412 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,038 $3.15M 0.38% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 10,349 $3.14M 0.72% +430 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,294 $3.12M 0.04% -45 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,262 $3.11M 0.36% -1,016 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,244 $3.11M 0.18% +691 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 10,201 $3.09M 0.16% -660 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 10,166 $3.08M 0.23% -1,650 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,241 $3.06M 0.33% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 10,082 $3.05M 0.31% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 10,056 $3.05M 0.28% +117 13F-HR/A Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,051 $3.05M 0.84% +386 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10,086 $3.04M 0.56% -152 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 10,026 $3.04M 0.3% -29 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 10,019 $3.04M 2.05% -43 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 9,983 $3.03M 0.96% +1,071 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,884 $3M 0.28% +100 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 9,879 $2.99M 0.15% -327 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 9,876 $2.99M 2.36% +379 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 9,849 $2.99M 0.13% +1,823 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,827 $2.98M 0.42% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,754 $2.96M 0.21% -6,801 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 9,754 $2.96M 0.63% +120 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,672 $2.93M 0.17% +375 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,663 $2.93M 0.01% -116 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,658 $2.93M 0.14% +21 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 9,652 $2.93M 1.41% -869 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 9,651 $2.93M 0.41% -703 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 9,643 $2.92M 0.88% -139 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,642 $2.92M 0.03% +110 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 9,596 $2.91M 0.01% -139 13F-HR Timeline Group RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,521 $2.89M 2.12% -272 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,520 $2.89M 0.91% +98 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,480 $2.87M 0.56% +118 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,478 $2.87M 0.7% +42 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,466 $2.87M 0.09% +5 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,454 $2.87M 0.06% +1,668 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,418 $2.85M 0.18% +668 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,395 $2.85M 1.19% +271 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,341 $2.83M 0.09% +1,121 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 9,300 $2.82M 1.3% -71 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 9,300 $2.82M 0.5% +2,304 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,287 $2.82M 0.7% +86 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9,267 $2.81M 0.57% +70 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 9,243 $2.8M 1.97% -7,838 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 9,234 $2.8M 1.21% +241 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,233 $2.8M 0.06% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 9,197 $2.79M 1.04% -234 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 9,021 $2.78M 0.15% +4,975 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,166 $2.78M 0.25% +200 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,119 $2.76M 0.53% -96 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 9,108 $2.76M 2.23% +91 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,095 $2.76M 0.07% -115 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,084 $2.75M 0.08% 0 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,045 $2.74M 0.52% +2,474 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 9,034 $2.74M 0.27% +85 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,020 $2.73M 0.12% -444 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,928 $2.71M 0.52% +7,255 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 8,928 $2.71M 0.52% 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 8,926 $2.71M 2.53% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,924 $2.7M 0.16% +3,050 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,908 $2.7M 0.1% +132 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 8,880 $2.69M 0.24% -512 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,781 $2.66M 0.3% -46 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 8,772 $2.66M 0.19% -79 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,707 $2.64M 0.13% -65 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,656 $2.62M 0.37% -708 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,656 $2.62M 0.27% -3,467 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 8,744 $2.61M 1.22% -109 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 8,529 $2.59M 0.78% 0 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 8,528 $2.59M 3.12% +3,721 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 8,500 $2.58M 0.52% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,492 $2.57M 0.46% +237 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,470 $2.57M 0.16% -187 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,457 $2.56M 0.16% -216 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 8,452 $2.56M 0.77% +1,788 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8,418 $2.55M 0.5% -549 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,415 $2.55M 0.01% -4,165 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 48,132 $2.54M 0.31% -1,215 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,369 $2.54M 0.24% +284 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,357 $2.53M 1.34% +1,333 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 8,343 $2.53M 0.56% -17 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,339 $2.53M 0.24% +680 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,310 $2.52M 0.03% -605 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 8,301 $2.52M 0.75% +541 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,341 $2.52M 0.31% +9 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 8,293 $2.51M 0.95% +1,839 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,215 $2.49M 0.11% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 8,209 $2.49M 0.05% +7,145 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,142 $2.47M 0.07% -2,214 13F-HR/A Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 8,099 $2.45M 0.56% -4 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 8,098 $2.45M 1.92% +318 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 8,065 $2.44M 1.52% -4 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 8,032 $2.43M 0.15% +10 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,029 $2.43M 0.12% +2,164 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 8,015 $2.43M <0.01% -5,934 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 7,991 $2.42M 1.3% +2 13F-HR Timeline NBH Bank More: the full row for NBH Bank 7,984 $2.42M 1.02% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,971 $2.42M 0.14% +310 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,956 $2.41M 0.02% +492 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,945 $2.41M 0.25% +50 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 7,924 $2.4M 1.36% +6 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,918 $2.4M 0.4% -1,621 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,916 $2.4M 0.29% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,898 $2.39M 0.21% +272 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 7,880 $2.39M 0.31% -568 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 7,880 $2.39M 0.1% +196 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,831 $2.37M 0.24% -10,457 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 7,730 $2.34M 0.21% +47 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 7,702 $2.33M 0.81% -1,027 13F-HR Timeline FDx Advisors, Inc. 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More: the full row for LifePlan Investment Advisors, Inc. 7,611 $2.31M 0.79% +302 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,579 $2.3M <0.01% -109 13F-HR Timeline Group Steffes Financial, Ltd. 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