HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,529 $69K <0.01% -41 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,514 $68.2K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,386 $62.5K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,327 $59.9K 0.01% +179 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,248 $56.3K 0.03% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,151 $52K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,140 $51.4K 0.03% -3,587 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,063 $48K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,000 $45.1K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 987 $44.5K 0.01% +44 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 975 $44K 0.02% -259 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 951 $42.9K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 947 $42.7K <0.01% +491 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 892 $40.2K 0.04% -5,489 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 854 $38.5K <0.01% -127 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 845 $38.1K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 762 $34.4K <0.01% +434 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 750 $33.8K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 725 $32.7K <0.01% +475 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 722 $32.6K <0.01% -634 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 721 $32.5K <0.01% -73 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 713 $32.2K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 676 $30.5K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 667 $30.1K 0.01% -7 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 666 $30.1K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 660 $29.8K 0.02% +198 13F-HR/A Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 652 $29.4K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 592 $26.7K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 485 $21.9K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 474 $21.4K <0.01% -103 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 526 $21K 0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 449 $20.3K <0.01% -73 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 440 $19.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 421 $19K <0.01% -79 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 394 $17.8K <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 372 $16.8K <0.01% +78 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 362 $16.3K <0.01% -62 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 337 $15.2K <0.01% +229 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 323 $14.6K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 317 $14.3K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 314 $14.2K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 306 $13.8K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 301 $13.6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 292 $13.2K 0.01% -90 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 291 $13.1K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 280 $12.6K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 267 $12.1K <0.01% -251 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 263 $11.9K <0.01% +2 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 245 $11.1K 0.01% +95 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 212 $9.59K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 200 $9.02K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 181 $8.17K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 177 $7.99K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,056 $7.06K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 156 $7.04K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 139 $6.27K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 132 $5.96K <0.01% +45 13F-HR Timeline Trust Co More: the full row for Trust Co 132 $5.96K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 150 $5.89K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 126 $5.68K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 125 $5.64K <0.01% -121 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 124 $5.59K <0.01% 0 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 113 $5.09K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 112 $5.05K <0.01% new 13F-HR/A Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 105 $4.74K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 100 $4.51K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 99 $4.47K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 67 $3.02K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 50 $2.26K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 47 $2.12K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 24 $1.08K <0.01% -9 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 16 $722 <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13 $587 <0.01% -450 13F-HR Timeline Group Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 7 $316 <0.01% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 56,725 $2.56B -9,034 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.