OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,727 $531K 0.01% -29 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,645 $519K 0.34% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,623 $516K 0.01% +105 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,618 $515K 0.02% +1,761 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,614 $515K <0.01% +140 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,566 $508K 0.21% -61 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,557 $507K 0.02% +168 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,523 $502K 0.01% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,459 $493K 0.01% 0 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,419 $487K 0.1% +1,206 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 3,418 $487K 0.05% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,413 $486K 0.13% -230 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,404 $485K 0.12% +3 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,396 $484K 0.04% +78 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,396 $484K 0.01% +693 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,393 $483K 0.22% -75 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,383 $482K 0.03% +1,171 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,351 $477K 0.04% -40 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,330 $474K 0.02% -460 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,252 $463K 0.06% -777 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,228 $460K 0.31% +652 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,162 $450K <0.01% -3,861 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,124 $445K 0.06% -2,692 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,390 $444K 0.2% -57 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,118 $444K 0.08% +586 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,116 $444K 0.09% +159 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,087 $440K 0.02% +449 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,072 $438K 0.01% +385 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 3,065 $437K 0.28% -17 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,049 $434K 0.01% +344 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,030 $431K 0.07% -36 13F-HR/A Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 3,028 $431K 0.03% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,009 $428K 0.06% 0 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,000 $427K 0.03% -179 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 3,000 $427K 0.34% new 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,993 $426K 0.03% +45 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,984 $425K 0.04% +1,405 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 2,980 $424K 0.04% new 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,957 $421K 0.17% -99 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 2,925 $417K 0.35% +957 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,902 $413K 0.13% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,882 $410K 0.01% -70 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,857 $407K <0.01% +276 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,835 $404K 0.03% +438 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,801 $399K <0.01% +1,119 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,780 $396K <0.01% -628 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,764 $394K <0.01% -651 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,755 $392K <0.01% -5,878 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,746 $391K 0.03% -946 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,709 $386K 0.01% -149 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,691 $383K 0.01% -6 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,689 $383K 0.05% +74 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,600 $370K 0.05% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,592 $369K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,501 $356K <0.01% +1,671 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,485 $354K <0.01% -3 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,483 $354K 0.02% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,272 $351K 0.03% +208 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,464 $351K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,462 $351K 0.01% -1,148 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,452 $349K 0.01% +342 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,444 $348K 0.02% +551 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,424 $345K 0.01% +19 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,421 $345K <0.01% new 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,409 $343K 0.05% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,219 $343K 0.01% +343 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,374 $338K 0.02% +21 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,338 $333K 0.01% +255 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,306 $328K <0.01% +136 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,288 $326K 0.05% -130 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,283 $325K 0.02% +1,265 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,272 $324K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,263 $322K <0.01% +495 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,249 $320K <0.01% +109 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,240 $319K 0.06% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,228 $317K 0.01% -248 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 2,217 $316K 0.11% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,188 $312K 0.01% -22 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,187 $311K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,184 $311K 0.02% -72 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,171 $309K <0.01% +407 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,148 $306K 0.11% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,138 $304K 0.07% +285 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,295 $303K 0.04% +45 13F-HR/A Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,127 $303K 0.01% -4,162 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,107 $300K 0.16% -56 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,105 $300K 0.01% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,046 $291K 0.07% +24 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,038 $290K 0.03% +173 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,033 $289K <0.01% new 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,026 $289K 0.07% +481 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,009 $286K 0.04% +274 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,005 $286K 0.03% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,000 $285K 0.07% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,998 $285K 0.09% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,975 $281K 0.02% +80 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,049 $279K 0.09% +331 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,958 $279K 0.07% +87 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,952 $278K 0.01% -1,817 13F-HR/A Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,946 $277K 0.06% -136 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,945 $277K 0.03% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,942 $277K 0.01% +218 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,930 $275K 0.15% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,714 $274K 0.01% -55 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,906 $271K 0.01% -24 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,903 $271K 0.01% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,891 $269K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,867 $266K 0.05% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,862 $265K 0.01% +48 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,840 $262K 0.12% 0 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,809 $262K 0.01% -54,474 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,835 $261K 0.07% +277 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 1,829 $260K 0.31% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,817 $259K 0.01% -392 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,801 $256K 0.04% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,770 $252K 0.02% +50 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,751 $249K 0.08% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,697 $242K 0.02% +55 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,695 $241K 0.14% +134 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,695 $241K 0.01% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,672 $238K 0.11% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,662 $237K 0.04% -9 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,640 $234K 0.03% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,625 $231K 0.11% -123 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,593 $231K 0.01% +1,061 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,610 $229K <0.01% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,598 $228K 0.03% +8 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,598 $228K 0.03% +155 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,575 $224K <0.01% +480 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,552 $221K 0.03% +550 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,550 $221K 0.1% -3,250 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,547 $220K 0.04% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,536 $219K 0.02% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,534 $218K 0.01% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,408 $218K 0.01% -189 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,506 $214K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,485 $211K <0.01% -104,222 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,474 $210K 0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,471 $209K 0.03% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,466 $209K 0.05% -246 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,460 $208K 0.01% -707 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,454 $207K 0.03% -52 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,453 $207K 0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,449 $206K 0.08% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,447 $206K <0.01% -1,315 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,438 $205K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,421 $202K 0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,419 $202K 0.03% -243 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,416 $202K 0.01% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,409 $201K 0.05% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,400 $199K <0.01% -124 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,343 $198K 0.15% +46 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,383 $197K 0.01% +1,335 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,316 $187K <0.01% +591 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,234 $176K <0.01% +914 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,221 $174K <0.01% +355 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,200 $171K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,129 $161K 0.09% -289 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,100 $157K 0.02% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,066 $152K <0.01% -108 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,055 $150K 0.05% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1,048 $149K 0.05% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 991 $141K 0.06% +15 13F-HR Timeline TOBAM More: the full row for TOBAM 993 $141K 0.05% -3,620 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 973 $139K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 895 $127K 0.08% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 890 $127K 0.01% -142 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 774 $127K 0.08% -323 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 883 $126K 0.06% -3,916 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 850 $121K 0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 849 $121K <0.01% 0 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 800 $114K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 796 $113K 0.01% -350 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 795 $113K 0.01% +242 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 733 $104K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 687 $97.8K 0.01% -59 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 680 $96.8K <0.01% +330 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 658 $93.7K <0.01% +458 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 644 $91.8K 0.03% +122 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 642 $91.4K 0.02% +189 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 633 $90.1K 0.04% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 604 $86K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 556 $84.9K <0.01% +180 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 531 $75.6K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 500 $71.1K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 494 $70.3K 0.03% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 493 $70.2K <0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 475 $67.6K 0.01% -418 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 457 $65.1K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 425 $60.5K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 423 $60.2K 0.05% -31 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 421 $60K 0.01% +103 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 419 $59.7K <0.01% +3 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 400 $57K 0.02% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 352 $53.8K 0.02% +199 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 373 $53.1K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 361 $51.4K 0.01% +350 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 331 $47.1K 0.03% +279 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 327 $46.6K <0.01% +80 13F-HR Timeline Quarry LP More: the full row for Quarry LP 316 $45K 0.01% new 13F-HR Timeline