Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 42,304 $607K 0.36% 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 41,547 $596K <0.01% 0 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 40,777 $585K <0.01% -2,150 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 39,800 $571K 0.01% -3,300 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 39,363 $564K 0.21% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 39,164 $562K <0.01% +2,272 13F-HR Timeline Group Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 38,945 $558K 0.09% +2,545 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 38,363 $550K <0.01% -2,866 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 38,148 $547K 0.01% +18,723 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 37,773 $542K <0.01% +381 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 37,128 $532K 0.03% -665 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 37,029 $531K <0.01% 0 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 36,965 $530K 0.15% -6,637 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 36,907 $529K 0.01% +19,204 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 36,682 $526K 0.07% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 36,029 $517K 0.08% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 35,949 $516K 0.21% +16,524 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 35,861 $514K 0.14% -11,070 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 34,733 $498K 0.01% -32,096 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 34,566 $496K 0.02% +1,103 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 34,081 $489K 0.02% -28,043 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 33,628 $482K 0.06% +887 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 33,446 $480K 0.05% +854 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 33,316 $478K 0.02% -2,921 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 32,673 $469K 0.08% +1,649 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 32,411 $465K 0.18% -420,363 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 32,000 $459K 0.3% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 31,628 $454K 0.03% +15,000 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 31,300 $449K 0.03% 0 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 31,006 $445K 0.38% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 30,992 $444K 0.15% +346 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,856 $442K 0.01% +7 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 30,767 $441K <0.01% -14,100 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 30,429 $436K <0.01% -11,363 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 30,287 $434K <0.01% -5,515 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 30,000 $430K 0.1% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 29,964 $430K 0.05% -153,789 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 29,515 $423K 0.04% +16,084 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 29,515 $423K 0.01% +18,659 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,328 $421K 0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 29,180 $418K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,160 $418K 0.01% -1,275 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 28,643 $411K <0.01% +11,713 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 28,500 $409K 0.08% +2,000 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 28,200 $404K 0.02% +319 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 28,173 $404K 0.66% +1,110 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 28,203 $404K 0.03% -3,450 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 28,003 $402K 0.12% -1,000 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 27,648 $396K 0.07% +609 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 26,508 $390K 0.2% +457 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 26,837 $385K 0.01% +7,919 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 25,877 $381K 0.14% +6,972 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 25,854 $380K 0.04% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,830 $380K 0.01% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 25,464 $365K 0.02% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 24,766 $362K 0.06% -940 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 25,111 $360K 0.12% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 24,985 $358K 0.25% -2,108 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 24,600 $353K 0.02% +14,400 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 24,052 $345K 0.01% -231,802 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,699 $340K 0.01% -3,133 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 23,162 $332K 0.04% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 22,898 $328K <0.01% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 22,642 $325K 0.01% new 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 23,539 $322K 0.14% -1,750 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 22,444 $322K 0.05% +108 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 22,280 $319K 0.01% +9,500 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 26,755 $319K 0.14% +13,318 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 21,250 $305K 0.15% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 21,221 $304K 0.15% +5,660 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 21,202 $304K 0.14% +47 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 21,157 $303K 0.01% -11,402 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 21,075 $302K 0.21% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,938 $300K <0.01% -3,800 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,877 $299K 0.01% -1,717 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 20,839 $299K 0.04% +42 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 20,155 $296K 0.06% -6,770 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 20,000 $294K 0.16% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 20,492 $294K 0.12% -6,443 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 20,487 $294K 0.02% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 20,349 $292K <0.01% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 20,196 $290K <0.01% -15,538 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 20,000 $287K 0.09% +5,000 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 19,910 $286K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 19,878 $285K <0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 19,789 $284K 0.01% +3,200 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 19,106 $281K 0.01% +975 13F-HR/A Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 19,526 $280K 0.09% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 19,353 $278K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 19,074 $274K <0.01% +187 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,557 $273K 0.01% -255 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 18,758 $269K 0.01% +495 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 18,385 $264K <0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 18,320 $263K 0.02% -25,629 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 17,700 $254K 0.2% 13F-HR/A Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 17,581 $252K 0.01% +81 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 17,478 $251K 0.07% +3,464 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 17,262 $248K 0.02% +240 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 17,256 $247K 0.13% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 17,214 $247K 0.08% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 16,956 $243K <0.01% +2,185 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 16,465 $236K 0.03% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 16,093 $231K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 15,686 $229K 0.12% -78,809 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,931 $228K <0.01% -2 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 15,807 $227K 0.12% +649 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 15,491 $222K 0.03% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 15,475 $222K 0.1% -103 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 15,416 $221K 0.04% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 14,907 $214K <0.01% new 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 14,821 $213K 0.03% -1,692 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 14,768 $212K 0.09% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 14,700 $211K <0.01% +2,200 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 14,609 $209K 0.1% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,580 $209K 0.01% new 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 14,499 $209K 0.02% -3,858 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,499 $208K <0.01% -3,858 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,250 $204K <0.01% -1,000 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,185 $203K <0.01% +2,088 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,080 $202K 0.01% +150 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,000 $201K 0.03% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 13,914 $200K <0.01% -12,016 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,377 $192K <0.01% 0 13F-HR/A Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 13,355 $192K 0.22% +1,044 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 13,201 $189K 0.01% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 13,100 $188K <0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,971 $186K 0.01% +2,555 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,880 $185K 0.01% new 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 12,850 $184K <0.01% +354 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/ 12,698 $182K <0.01% +12,214 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,579 $180K <0.01% -1,276 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,550 $180K 0.01% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 12,305 $176K <0.01% -22,892 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 12,300 $176K 0.15% +1,800 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,203 $175K <0.01% +188 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,153 $174K 0.01% -2,878 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 12,000 $172K 0.02% -6,000 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 11,971 $172K 0.07% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,966 $172K 0.02% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,773 $169K <0.01% -939 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,460 $164K <0.01% +1 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,379 $163K <0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,314 $162K 0.01% +151 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 10,862 $156K 0.01% 0 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,764 $154K 0.03% -29,335 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,485 $154K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,735 $154K 0.02% +150 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 10,655 $153K 0.08% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 10,629 $152K 0.02% +292 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,592 $152K 0.01% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 10,544 $151K 0.07% +212 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 10,484 $150K <0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,305 $148K 0.01% +283 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,305 $148K 0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,298 $148K 0.03% -1,021 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 10,200 $146K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,198 $146K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,075 $144K 0.02% -250 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,000 $143K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,868 $142K <0.01% -4,078 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,504 $136K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,021 $129K <0.01% +79 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,728 $125K 0.01% +4,494 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,115 $116K <0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 7,647 $110K 0.05% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 6,682 $95.8K 0.14% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 6,400 $91.8K 0.05% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 5,178 $74.3K 0.02% -114 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,000 $71.7K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,100 $58.8K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,000 $57.4K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,874 $55.6K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,714 $53.3K <0.01% -36,467 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,695 $53K <0.01% +3,680 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,649 $52.3K <0.01% +1,010 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,396 $48.7K <0.01% +596 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,123 $44.8K <0.01% +1,449 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,000 $43K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,811 $40.3K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,794 $40.1K 0.01% +34 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,755 $39.5K <0.01% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,599 $37K <0.01% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,400 $34.4K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,284 $32.8K <0.01% -3,700 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. 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