Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,451 $401K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,428 $400K 0.01% +1,036 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 9,400 $399K 0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 9,396 $399K <0.01% +3,679 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,033 $383K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,998 $382K 0.01% -451 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 8,932 $379K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,000 $379K <0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,813 $374K <0.01% -2,410 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,802 $374K <0.01% -646 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,783 $373K 0.02% +128 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,758 $372K <0.01% +1,144 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,518 $362K <0.01% +278 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 8,515 $361K 0.05% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,470 $359K 0.02% -1,777 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 8,101 $358K 0.14% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,313 $353K 0.03% -9,988 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 8,300 $352K 0.05% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,175 $347K <0.01% -331 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,075 $343K 0.02% +2,324 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,061 $342K 0.01% new 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 7,970 $338K 0.08% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 7,744 $329K 0.02% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 7,690 $326K 0.09% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 7,668 $325K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,596 $322K <0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,448 $316K 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 7,332 $311K 0.01% +1,423 13F-HR/A Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,327 $311K <0.01% -17 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,105 $302K <0.01% +483 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 7,080 $300K 0.06% +391 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,062 $300K 0.04% +34 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 6,848 $291K 0.27% -596 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 6,762 $287K 0.01% +37 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 6,728 $286K 0.06% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 6,698 $284K 0.16% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,610 $281K 0.03% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,521 $278K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,504 $276K 0.01% +78 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,395 $271K <0.01% -629 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,368 $270K <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,308 $268K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,255 $265K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,221 $264K <0.01% new 13F-HR Timeline Manatuck Hill Partners, LLC More: the full row for Manatuck Hill Partners, LLC 6,200 $263K 0.09% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,080 $258K <0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,046 $257K <0.01% -437,322 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,994 $254K 0.05% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,974 $254K 0.01% -2,395 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,964 $253K <0.01% -53,464 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,911 $251K 0.02% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 5,900 $250K 0.09% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,810 $247K 0.07% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,768 $245K <0.01% -129,143 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 5,750 $244K 0.01% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,733 $243K <0.01% -862 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,692 $242K <0.01% -151 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,659 $240K 0.02% new 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 5,650 $240K 0.15% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,735 $232K 0.1% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,444 $231K 0.01% +4,974 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,365 $228K 0.01% -300 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,974 $226K 0.02% -288 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,332 $226K 0.01% -618 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,314 $226K 0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,247 $223K <0.01% new 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,204 $221K 0.04% new 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,159 $219K <0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,138 $218K <0.01% -4,168 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,128 $218K 0.01% +644 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,048 $214K <0.01% -77,654 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,045 $214K 0.05% -5,992 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 5,019 $213K 0.02% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,014 $213K 0.03% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,000 $212K 0.02% new 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 5,000 $212K 0.43% -8,000 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,999 $212K 0.06% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,990 $212K 0.09% -8,588 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,973 $211K 0.02% new 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,919 $209K 0.02% -51,450 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,857 $206K 0.06% -75,983 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,792 $203K <0.01% new 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 4,523 $202K <0.01% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,752 $202K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,539 $201K 0.01% -38 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,701 $200K 0.01% +300 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 4,621 $196K 0.03% -23,578 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,210 $179K <0.01% -27 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,934 $167K 0.06% -411 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,910 $166K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,552 $151K 0.01% +759 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,500 $149K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,490 $148K 0.01% -512 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,304 $140K <0.01% +1,637 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,089 $131K <0.01% +789 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,000 $127K 0.03% -12,500 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,902 $123K <0.01% -125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Founders Capital Management More: the full row for Founders Capital Management 2,800 $119K 0.06% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,700 $115K 0.02% -175 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,257 $95.8K <0.01% -1,114 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,201 $93.4K <0.01% +1,293 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,121 $90.1K <0.01% +13 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,998 $84.8K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,957 $84K <0.01% +585 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,971 $83.6K 0.06% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,951 $82.8K <0.01% -150 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,868 $79.3K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,802 $76.5K 0.02% +524 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,768 $75K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,824 $74.5K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,739 $73.8K 0.04% +454 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,497 $63.5K 0.01% +241 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,300 $57.5K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,255 $53.3K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,112 $47.2K 0.02% +506 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,200 $47K 0.02% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,100 $46.7K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 943 $40K <0.01% new 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 906 $38.5K 0.02% -75 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 885 $37.6K <0.01% -75 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 848 $36K <0.01% -40 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 700 $29.7K <0.01% -100 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 667 $28.3K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 622 $26.4K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 610 $25.9K <0.01% -64 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 550 $23.3K 0.02% +10 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 534 $22.7K <0.01% -3 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 636 $22.3K 0.01% +113 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 500 $21.2K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 469 $19.9K <0.01% +353 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 467 $19.8K <0.01% +16 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 438 $18.6K <0.01% -500 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 414 $17.6K 0.01% +282 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 392 $16.6K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 391 $16.6K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 365 $15.5K 0.02% -25 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 363 $15.4K <0.01% +357 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 360 $15.3K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 350 $14.9K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 346 $14.7K <0.01% +124 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 323 $13.7K 0.01% +65 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 295 $13K 0.01% -76 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 303 $12.9K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 294 $12.5K <0.01% +27 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 292 $12.4K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 260 $11K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 258 $10.9K <0.01% 0 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 250 $10.6K <0.01% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 246 $10.4K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 233 $9.89K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 230 $9.76K <0.01% -39 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 229 $9.72K <0.01% +214 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 227 $9.63K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 222 $9.42K <0.01% +13 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 214 $9.08K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 213 $9.04K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 217 $9K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 218 $8.87K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $8.49K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 200 $8K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 187 $7.94K <0.01% +42 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 175 $7.43K <0.01% +105 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 173 $7.34K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 172 $7.3K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 163 $6.92K <0.01% +119 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 152 $6.45K <0.01% -2 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 122 $5.18K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 117 $4.96K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 116 $4.92K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $4.24K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 84 $3.56K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 81 $3.44K <0.01% +48 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 75 $3.18K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 71 $3.01K <0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 70 $2.97K <0.01% +6 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 69 $2.93K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 67 $2.84K <0.01% -1,146 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 63 $2.67K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 59 $2.5K <0.01% +33 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 58 $2.46K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 52 $2.21K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 50 $2.12K <0.01% +16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 50 $2.12K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 49 $2.08K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $2.08K <0.01% +32 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 54 $2K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 47 $1.99K <0.01% +16 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 46 $1.95K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 46 $1.95K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 40 $1.7K <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 39 $1.66K <0.01% +20 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 37 $1.57K <0.01% +4 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 33 $1.4K <0.01% +5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 26 $1.1K <0.01% +10 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $1.06K <0.01% new 13F-HR/A Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 24 $1.02K <0.01% +3 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 21 $858 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 18 $764 <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16 $680 <0.01% -42 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $680 <0.01% -1 13F-HR Timeline