Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,408 $318K 0.09% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,387 $316K <0.01% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 3,288 $306K 0.86% new 13F-HR/A Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,269 $305K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,240 $302K <0.01% +1,456 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,016 $281K 0.08% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,000 $280K 0.03% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,950 $275K 0.02% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,903 $271K 0.09% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,900 $270K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,787 $260K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,750 $256K 0.02% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,681 $250K 0.01% -342 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,646 $247K 0.01% -265 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,535 $236K 0.17% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,516 $235K <0.01% -2,364 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,498 $233K 0.06% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,473 $230K 0.05% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,472 $230K <0.01% -55 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,376 $221K 0.04% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,198 $217K <0.01% -2,805 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,313 $216K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,300 $214K <0.01% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,217 $207K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,201 $205K <0.01% +185 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 2,195 $205K 0.09% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,183 $203K <0.01% -19,270 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,172 $202K 0.01% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,161 $201K <0.01% new 13F-HR Timeline Group WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 2,000 $186K 0.1% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 2,000 $186K 0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,943 $181K 0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,806 $168K 0.04% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,793 $167K 0.08% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,775 $165K 0.01% +1,375 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,703 $159K 0.08% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,684 $157K <0.01% -1,051 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,582 $147K 0.01% +7 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,483 $138K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,326 $136K 0.01% +400 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,440 $134K <0.01% -218 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,427 $133K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,251 $117K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,231 $115K <0.01% 0 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,225 $114K 0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,105 $103K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,087 $101K 0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,072 $99.9K 0.07% -198 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,000 $93.2K <0.01% -2,250 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 954 $88.9K <0.01% +574 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 788 $76.9K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 822 $76.6K <0.01% +471 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 765 $71.3K <0.01% +18 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 711 $66.3K <0.01% +380 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 689 $64.2K 0.01% -4,588 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 650 $60.6K 0.03% +250 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 646 $60K 0.08% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 640 $59.6K 0.02% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 637 $59.4K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 615 $57.3K <0.01% new 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 600 $55.9K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 598 $55.7K <0.01% +198 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 572 $53.3K <0.01% +142 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 557 $51.9K 0.02% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 545 $50.8K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 544 $50.7K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 515 $48K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 512 $47.7K 0.01% -12 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 500 $46.6K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 500 $46.6K <0.01% -378 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 450 $41.9K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 434 $40.5K 0.01% -20 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 410 $38.2K 0.01% -669 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 400 $37.3K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 388 $36K <0.01% -5,653 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 368 $34.3K 0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 323 $30.1K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 313 $29.2K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 300 $28K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 288 $26.8K <0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 275 $25.6K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 261 $24.1K <0.01% new 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 250 $23.3K 0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 247 $23K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 240 $22.4K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 238 $22.2K <0.01% -27 13F-HR/A Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 200 $20.1K 0.02% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 172 $16K 0.02% 0 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 165 $15.3K <0.01% -1,066 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 152 $14.2K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 150 $14K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 144 $13.4K 0.01% +1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 135 $13.2K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 115 $10.7K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 103 $9.64K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 100 $9.32K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $9.32K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 90 $8.39K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 85 $8K <0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 78 $7.3K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 72 $6.71K <0.01% +39 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 66 $6.17K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 60 $5.59K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 52 $4.85K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 39 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 36 $3.35K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 30 $2.8K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 24 $2.24K <0.01% new 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 19 $1.77K <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 18 $1.68K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 18 $1.68K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 14 $1.3K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2 $186 <0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $93 <0.01% 0 13F-HR Timeline