TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,450 $435K 0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,379 $432K 0.01% +2,602 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,220 $423K 0.01% +85 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 8,027 $413K 0.05% +2,085 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,927 $408K <0.01% new 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 7,798 $402K 0.39% +608 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 7,783 $401K 0.23% +30 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,664 $395K <0.01% -141,894 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,550 $389K 0.02% -1,450 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,549 $389K 0.02% +121 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 7,495 $386K 0.22% -1,348 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,477 $385K 0.06% -17 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 7,450 $384K 0.09% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,439 $383K 0.02% +421 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,420 $382K 0.09% -140 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 7,535 $380K 0.28% 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,242 $373K 0.03% +42 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 7,199 $371K 0.22% +426 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,091 $365K 0.03% -1,776 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 7,078 $356K 0.04% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,881 $354K <0.01% -110 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,829 $352K 0.03% +21 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,792 $350K 0.02% -2,720 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,795 $350K <0.01% +95 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,781 $349K <0.01% +554 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,704 $345K 0.02% -3,257 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,661 $343K 0.1% +1,527 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,634 $342K <0.01% +1,413 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,629 $341K 0.01% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 6,628 $341K 0.19% +1,692 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,586 $339K 0.02% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,567 $338K 0.13% +48 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,519 $336K 0.02% +696 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,480 $334K 0.01% -3,088 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,458 $332K 0.1% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,272 $323K <0.01% -8,136 13F-HR/A Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 6,061 $312K 0.11% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 8,000 $312K <0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,029 $311K <0.01% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,986 $308K 0.03% +1,220 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,937 $306K 0.01% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,898 $304K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,841 $301K 0.01% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,772 $297K <0.01% -1,266 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,763 $297K 0.01% -541 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,742 $296K <0.01% new 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 5,618 $289K 0.16% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5,563 $287K 0.15% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,293 $273K <0.01% -2,014 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,198 $268K 0.07% +40 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 5,183 $267K 0.12% +26 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,171 $266K <0.01% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 5,103 $263K 0.05% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,071 $261K 0.02% +44 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,040 $260K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,015 $258K 0.02% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,992 $257K <0.01% new 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,916 $253K 0.12% +11 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,898 $252K <0.01% -2,478 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4,824 $248K 0.05% -23 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,800 $247K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,792 $247K <0.01% +49 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,790 $247K 0.01% -528 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,677 $241K 0.14% +628 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,676 $241K <0.01% +2,091 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 4,625 $236K 0.09% -364 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,550 $234K <0.01% -139 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,522 $233K <0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,511 $232K <0.01% -739 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,393 $226K <0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,310 $222K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,295 $221K 0.04% -421 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 4,246 $219K 0.08% +31 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,236 $218K <0.01% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,234 $218K 0.11% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,208 $217K 0.01% new 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,160 $214K 0.03% -115 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,156 $214K 0.23% +21 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,128 $213K 0.01% +26 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 4,005 $206K 0.03% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,000 $206K 0.02% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,945 $203K <0.01% +410 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,894 $201K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,758 $194K 0.11% -2,019 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,558 $183K 0.02% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,305 $170K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,944 $152K 0.04% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,595 $134K 0.06% -1,918 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,540 $131K 0.01% +825 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,444 $126K <0.01% -396 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,212 $114K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,210 $114K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,152 $111K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,116 $106K 0.03% +2,109 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,989 $102K 0.01% +21 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,981 $102K 0.01% -11 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,969 $101K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,910 $98.4K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,903 $98K 0.01% +146 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,893 $97.5K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,796 $92.5K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,795 $92.5K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,759 $90.6K -13,119 Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,514 $78K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,449 $74.6K 0.03% +1,136 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,415 $72K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,303 $67.1K <0.01% +836 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,297 $66.8K 0.02% -131 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,191 $61.3K <0.01% +150 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,188 $61.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,181 $60.8K <0.01% -55 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,059 $54.5K <0.01% +57 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 979 $50.4K 0.01% -35 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 742 $38.2K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 738 $38K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 702 $36.2K 0.02% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 680 $35K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 678 $34.9K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 635 $32.7K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 611 $31.5K <0.01% -46 13F-HR Timeline CX Institutional More: the full row for CX Institutional 606 $31K <0.01% -544 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 596 $30.7K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 496 $25.5K <0.01% -10,348 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 409 $21.1K <0.01% -572 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 335 $17.3K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 334 $17.3K <0.01% -70 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 317 $16.3K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 314 $16.2K <0.01% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 296 $15.2K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 288 $14.8K <0.01% -82 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 250 $12.9K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 250 $12.9K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 250 $12.9K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 240 $12.4K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 229 $11.8K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $10.3K <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 95 $10K 0.01% +50 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 189 $9.76K <0.01% +2 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 163 $8.4K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 145 $7.47K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 145 $7.47K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 126 $6.49K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 123 $6.34K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 120 $6.18K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 124 $6K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 85 $4.39K <0.01% -577 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 84 $4.33K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 84 $4.33K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 81 $4.17K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 62 $3.13K <0.01% -54 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 61 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mosley Wealth Management More: the full row for Mosley Wealth Management 55 $2.83K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 50 $2.59K <0.01% -115 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 45 $2.32K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 42 $2.16K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 41 $2.11K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 39 $2.02K <0.01% -33 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 36 $1.85K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 26 $1.34K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 23 $1.16K <0.01% +1 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 21 $1.08K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 19 $974 <0.01% +13 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14 $722 <0.01% new 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 11 $577 <0.01% -9 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6 $309 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $52 <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1 $35 <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7 $0 0% -89 13F-HR Timeline Value filed as zero, left out of ratios.