TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 11,000 $2.91M 0.01% -106,700 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,954 $2.9M 1.4% -1,481 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,927 $2.89M 0.04% +6,107 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,829 $2.87M 0.13% +29 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,822 $2.86M 0.02% +5,888 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 10,606 $2.81M 1.61% -478 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,386 $2.75M 0.01% -1,466 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 10,293 $2.72M 1.45% +462 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,234 $2.71M 0.01% -118 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,224 $2.71M 0.1% +5 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,138 $2.68M 0.4% -628 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 10,127 $2.68M 0.94% +943 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 10,018 $2.65M 0.07% -59 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 9,992 $2.65M 0.41% -1,241 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 9,938 $2.63M 1.31% -119 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,752 $2.58M 0.03% -569 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,636 $2.55M 0.04% +396 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,584 $2.54M 0.13% +248 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,568 $2.53M 0.49% -205 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 9,485 $2.51M 0.15% -92 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,426 $2.5M 0.04% -148 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,405 $2.49M 0.16% +1,188 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,404 $2.49M 0.03% +226 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 9,280 $2.46M 0.19% +290 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,277 $2.46M 0.06% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,218 $2.44M 0.24% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 9,102 $2.41M 1.52% +528 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,044 $2.39M 0.07% -315 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 9,035 $2.39M 1.04% +87 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,018 $2.39M 0.08% +2,294 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,977 $2.38M 0.05% -13,693 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,952 $2.37M 0.09% +1,856 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,865 $2.35M 0.04% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,865 $2.35M 0.07% +594 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 8,780 $2.32M 0.23% +48 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 8,818 $2.32M 2.21% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,726 $2.31M 0.18% +901 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,698 $2.3M 0.17% +5 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 8,633 $2.29M 0.08% +464 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 8,583 $2.27M 0.07% -651 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,481 $2.25M 0.86% -377 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 8,482 $2.25M 0.25% +1,002 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,430 $2.23M 0.54% -305 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 8,375 $2.22M 1.1% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 8,293 $2.19M 0.32% -618 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,280 $2.19M 0.99% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,090 $2.14M 0.03% +268 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 8,021 $2.12M 0.77% -273 13F-HR Timeline City State Bank More: the full row for City State Bank 7,952 $2.11M 0.69% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,868 $2.08M 0.15% +5 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,811 $2.07M 0.12% +5,365 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,791 $2.06M 0.28% +3,661 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,535 $1.99M 0.38% +203 13F-HR/A Timeline Petix & Botte Co More: the full row for Petix & Botte Co 7,428 $1.97M 0.52% -132 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,412 $1.96M 0.25% -106 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 7,296 $1.93M 1.55% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,283 $1.93M 0.13% +236 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,272 $1.92M 0.04% +678 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,255 $1.92M 0.14% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,190 $1.9M 0.22% -527 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7,189 $1.9M 0.78% +437 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,173 $1.9M 0.07% -637 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 7,169 $1.9M 0.1% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 7,135 $1.89M 1.67% -179 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,112 $1.88M <0.01% -5,256 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,079 $1.87M 0.36% -30 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,026 $1.86M 0.01% +216 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,840 $1.81M 0.02% -853 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,735 $1.78M 0.3% -199 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,711 $1.78M 0.23% +3,807 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,694 $1.76M 0.02% -107 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 6,627 $1.75M 0.79% +1 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,593 $1.75M 0.3% +743 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,507 $1.72M 0.06% +347 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,492 $1.72M 0.07% -169 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,429 $1.7M 0.05% -1,847 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,396 $1.69M 1.05% +138 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,361 $1.68M 0.11% -1,671 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 6,351 $1.68M 1.02% -1,968 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,344 $1.68M 0.17% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 6,305 $1.67M 0.47% -261 13F-HR Timeline Gray Foundation More: the full row for Gray Foundation 6,300 $1.67M 0.52% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,259 $1.66M 0.19% +4,402 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,222 $1.65M 0.23% +303 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,177 $1.64M 0.12% -101 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 6,156 $1.63M 1.8% +168 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,143 $1.63M 0.48% +18 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,444 $1.62M 0.7% +1,020 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,096 $1.61M 0.15% +247 13F-HR/A Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 6,044 $1.6M 1.09% -247 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,032 $1.6M 0.12% +808 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,031 $1.6M 0.26% +1 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,012 $1.59M 0.04% -606 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,007 $1.59M 0.02% +4 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,002 $1.59M 0.05% +21 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 5,937 $1.57M 0.95% new 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 5,830 $1.54M 0.52% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 5,751 $1.52M 0.53% +504 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,682 $1.5M 0.84% -73 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,647 $1.5M 0.14% -327 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5,605 $1.48M 0.67% +135 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,881 $1.48M 0.04% -522 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,579 $1.48M 0.04% -49 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,571 $1.47M 0.08% -111 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 5,486 $1.45M 0.59% -3 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,403 $1.43M 0.68% -382 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,375 $1.42M 0.02% -30 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,328 $1.41M 0.02% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,311 $1.41M 0.05% +487 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,304 $1.4M 0.02% +68 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 5,277 $1.4M 0.08% -462 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,268 $1.39M 0.1% +46 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,258 $1.39M 0.02% +2,427 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,246 $1.39M 0.24% -199 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,222 $1.38M 0.16% +1,126 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,207 $1.38M 0.09% -1,709 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,206 $1.38M 0.06% -5,063 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 5,199 $1.38M 1.19% +468 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,172 $1.37M 0.15% +262 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,170 $1.37M 0.15% -93 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,112 $1.35M 0.17% -140 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,073 $1.34M 0.04% +115 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 5,108 $1.34M <0.01% -73,227 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,058 $1.34M 0.03% +504 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 5,054 $1.34M 0.5% +1,195 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,045 $1.33M 0.63% +72 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,012 $1.33M 0.01% -1,064 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 4,977 $1.32M 0.56% -445 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,977 $1.32M 0.68% +321 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,960 $1.31M 0.01% -130 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,950 $1.31M 0.38% +75 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,921 $1.3M 0.16% -18,062 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 4,920 $1.3M 2.3% +8 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,913 $1.3M 0.85% -20 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,855 $1.29M 0.03% +307 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,798 $1.27M 0.12% +67 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,742 $1.26M 0.78% -750 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,065 $1.24M 0.53% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,658 $1.23M 0.02% +22 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,635 $1.23M 0.01% +754 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,631 $1.23M 0.05% +2,075 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 4,588 $1.21M 0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,586 $1.21M 0.03% +1,338 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,576 $1.21M 0.02% -157 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,529 $1.2M 0.05% +20 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,524 $1.2M <0.01% +18 13F-HR Timeline Group James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,465 $1.18M 0.05% +2,200 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 4,405 $1.17M 0.86% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,403 $1.17M 0.58% +3 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,383 $1.16M 0.1% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,376 $1.16M 0.16% -461 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 4,270 $1.13M 0.41% -162 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,264 $1.13M 0.03% +1,122 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,254 $1.13M 0.3% +724 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,246 $1.12M 0.01% +27 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,166 $1.1M 0.28% +58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,151 $1.1M 0.02% +414 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,147 $1.1M 0.16% -178 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 4,114 $1.09M 0.86% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,079 $1.08M <0.01% +117 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,075 $1.08M 0.07% -13 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,066 $1.08M 0.04% -47 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,019 $1.06M 0.08% +411 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 4,008 $1.06M 0.42% -178 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 3,986 $1.06M 0.02% -1,579 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,971 $1.05M 0.06% +183 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,961 $1.05M 0.03% -357 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,953 $1.05M 0.03% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,946 $1.04M 0.02% +4 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,942 $1.04M <0.01% +283 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 3,934 $1.04M 0.01% -69 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,924 $1.04M 0.49% -109 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,918 $1.04M 0.27% -60 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,897 $1.03M 0.01% -521 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 3,882 $1.03M 0.69% -22 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,857 $1.02M 0.47% -602 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,842 $1.02M 0.17% -116 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,798 $1.01M 0.55% +1 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,716 $1.01M 0.17% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,789 $1M <0.01% +343 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,773 $999K 0.03% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,753 $994K 0.03% -79 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,700 $980K 0.27% 0 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,695 $978K 0.52% -150 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 3,689 $976K 1.11% -41 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,099 $974K <0.01% -931 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,677 $974K 0.31% +618 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,653 $967K 0.14% -4 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,621 $959K 0.31% -207 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,600 $953K 0.25% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. 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