Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 166 $13.4K <0.01% +120 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 163 $13.2K -5,578 Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 161 $13K 0.01% 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 153 $12.3K <0.01% +139 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 146 $11.8K <0.01% +32 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 123 $9.91K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 110 $8.87K <0.01% +9 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 106 $8.54K <0.01% -23,901 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 103 $8.3K <0.01% +61 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 101 $8.14K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $8.06K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 100 $8.06K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $8.06K <0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 105 $8K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 90 $7.1K <0.01% +20 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 86 $6.93K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 84 $6.77K <0.01% +16 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 80 $6.45K <0.01% +10 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 76 $6.13K <0.01% +16 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 48 $5.48K <0.01% -10 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 66 $5.32K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 56 $4.51K <0.01% -20 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 53 $4.27K <0.01% +39 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 47 $3.79K <0.01% -165 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 33 $2.66K <0.01% -14 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 29 $2.34K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 28 $2.26K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 25 $2.02K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20 $1.61K <0.01% +12 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 20 $1.61K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 17 $1.37K <0.01% new 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 15 $1.21K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $1.13K <0.01% -3 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14 $1K <0.01% 0 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 9 $725 <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8 $645 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8 $645 <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $536 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $484 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6 $484 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5 $404 <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4 $322 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3 $242 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $162 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $161 <0.01% -1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2 $161 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2 $161 <0.01% -2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1 $81 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $81 <0.01% -1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1 $81 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $81 <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 7 $0 0% +2 13F-HR Timeline Value filed as zero, left out of ratios.