Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 14,150 $49.7K 0.02% -1,000 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 13,513 $47K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHOREO, LLC More: the full row for CHOREO, LLC 13,069 $45.9K <0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 12,854 $45.1K <0.01% 0 13F-HR/A Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,781 $44.9K 0.01% +1,575 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 12,660 $44.4K <0.01% +660 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,658 $44.4K <0.01% +200 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 12,500 $43.9K <0.01% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 12,465 $43.8K 0.02% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 12,222 $42.9K <0.01% +2,671 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 12,092 $42.4K <0.01% new 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 11,845 $41.6K <0.01% +1,085 13F-HR Timeline Group Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 11,700 $41.1K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,686 $41K <0.01% +1,345 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,482 $40.3K <0.01% -86 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,508 $39.7K <0.01% +3,377 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 11,283 $39.6K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,230 $39.4K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11,177 $39.2K <0.01% -6,548 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,968 $38.5K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,497 $36.8K <0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,004 $35.1K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 9,586 $34K <0.01% new 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,017 $34K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,000 $31.6K <0.01% +5,000 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 8,915 $31.3K <0.01% +1,085 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,449 $29.7K <0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 8,417 $29K <0.01% new 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8,000 $28K 0.01% -10 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 7,503 $26.3K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,250 $21.9K <0.01% +1,000 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,413 $19K <0.01% +2,600 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,035 $17.7K <0.01% +100 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,005 $17.6K <0.01% +2,505 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,680 $16K <0.01% +3,000 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4,298 $15.1K <0.01% +1,102 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,009 $14.1K <0.01% +868 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 3,168 $11.1K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,160 $11.1K <0.01% +2,377 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,620 $9.2K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,316 $8.13K <0.01% new 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,058 $7.22K <0.01% +1,526 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,880 $6.6K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,391 $4.88K <0.01% +113 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,301 $4.57K <0.01% +917 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,212 $4.25K <0.01% +65 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,172 $4.11K <0.01% +388 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,146 $4.02K <0.01% 0 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,000 $3.51K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,000 $3.51K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,008 $3.36K <0.01% +983 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 789 $2.77K <0.01% +443 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 332 $1.17K <0.01% new 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 309 $1.08K <0.01% -5 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 300 $1.05K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 466 $1K <0.01% +198 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 222 $779 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 209 $734 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 183 $642 <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 150 $527 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 138 $484 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 125 $439 <0.01% 0 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/ 116 $407 <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 116 $407 <0.01% +65 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 70 $246 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 57 $200 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 55 $193 <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 49 $172 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 33 $116 <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 30 $105 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $53 <0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 11 $39 <0.01% 0 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 9 $31 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $11 <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 54 $0 0% +30 13F-HR Timeline Value filed as zero, left out of ratios.