CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 57,601 $736K 0.01% -27,634 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 55,303 $706K 0.06% +7,975 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 55,155 $704K 0.03% +1,237 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 54,706 $699K <0.01% -9,808 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 54,501 $696K 0.02% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 54,442 $695K 0.26% +18,493 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 54,142 $691K 0.03% +1,434 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 52,581 $691K 0.06% -1,233 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 53,770 $687K 0.31% -6,000 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 53,425 $682K 0.02% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 52,030 $664K 0.02% +29,750 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 51,767 $661K <0.01% 0 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 49,673 $634K <0.01% +19,386 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 48,846 $624K 0.04% -1,162 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 48,240 $616K <0.01% +7,463 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 47,641 $608K +2,925 Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 47,245 $603K 0.02% +395 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 46,275 $591K <0.01% -11,696 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 45,569 $582K 0.1% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 44,491 $568K 0.04% -6,540 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 42,625 $562K 0.02% -9,900 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 42,888 $548K 0.16% -146,307 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 42,803 $547K 0.03% 0 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 42,754 $546K <0.01% 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 42,304 $540K 0.29% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 42,237 $539K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 40,824 $521K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 40,528 $518K 0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 40,501 $517K <0.01% +9,734 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 40,416 $516K <0.01% +1,252 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 39,800 $508K 0.01% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 39,363 $503K 0.17% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 38,943 $497K <0.01% +580 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 37,647 $481K 0.07% +1,618 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 37,633 $481K 0.13% +668 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,278 $476K 0.01% +24,699 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 37,029 $473K <0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 36,792 $470K 0.03% -336 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 35,638 $455K 0.01% +905 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 34,680 $443K 0.02% +599 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 34,465 $440K 0.05% +837 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 33,791 $432K 0.02% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 33,780 $431K 0.04% +334 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 32,670 $429K 0.11% -35,115 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 33,084 $422K 0.02% -232 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 32,862 $420K <0.01% +20,557 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 32,623 $417K 0.03% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 32,612 $416K 0.02% -1,954 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 32,418 $414K 0.03% +4,215 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 32,264 $412K 0.65% +4,091 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 31,628 $404K 0.02% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 31,420 $401K <0.01% +2,240 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 31,300 $400K 0.02% 0 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 31,006 $396K 0.34% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 30,927 $395K 0.06% -1,746 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 29,224 $384K 0.13% +3,347 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 30,036 $384K 0.01% +876 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 30,000 $383K 0.11% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 29,964 $383K 0.03% 0 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 29,495 $377K 0.17% +14,886 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,328 $375K 0.01% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,965 $370K <0.01% +6,067 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 28,776 $367K 0.01% +576 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 28,633 $366K 0.01% new 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 28,109 $359K 0.22% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 27,416 $350K 0.05% -232 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,830 $339K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 26,600 $339K 0.01% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 26,488 $338K 0.16% +5,267 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 25,494 $335K 0.04% -360 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 26,097 $333K 0.01% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 26,003 $332K 0.08% -2,000 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 25,800 $329K <0.01% -2,843 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 25,800 $329K <0.01% +11,100 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 25,111 $321K 0.1% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 24,075 $316K 0.15% -2,433 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 24,554 $314K 0.2% -431 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 24,161 $311K 0.04% -605 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 24,052 $307K 0.01% 0 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 23,141 $306K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 23,899 $305K <0.01% -6,957 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 18,016 $305K 0.05% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 23,268 $297K <0.01% +3,390 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 23,242 $297K 0.04% +9,242 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 23,645 $288K 0.12% +106 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 22,546 $288K 0.04% +102 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 22,313 $285K 0.02% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 22,000 $281K 0.16% -10,000 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 21,386 $273K 0.01% new 13F-HR/A Timeline Group DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 21,250 $271K 0.12% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 21,100 $269K 0.05% -7,400 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 21,075 $269K 0.18% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,883 $267K <0.01% +6 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 20,155 $265K 0.05% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 20,000 $263K 0.14% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 20,487 $262K 0.01% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 20,196 $258K <0.01% 0 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 20,006 $255K 0.03% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 20,000 $255K 0.04% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 19,910 $254K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 19,809 $253K <0.01% -1,129 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 19,789 $253K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 19,765 $252K <0.01% +659 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,721 $252K <0.01% -10,708 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 19,253 $246K <0.01% -100 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 19,250 $246K <0.01% +176 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 19,225 $246K 0.01% +467 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,602 $244K 0.01% +45 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,702 $239K <0.01% +4,517 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 18,392 $235K 0.03% -2,447 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 18,385 $235K <0.01% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 18,078 $231K 0.09% -2,414 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 17,703 $226K <0.01% -19,204 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 17,700 $226K 0.15% 0 13F-HR/A Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 17,658 $225K 0.01% +77 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 17,489 $223K 0.02% +227 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 17,478 $223K 0.06% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 17,256 $220K 0.1% 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 $220K 0.06% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 16,855 $215K <0.01% -101 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 16,355 $209K 0.23% +3,000 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 16,119 $206K <0.01% +188 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 16,093 $206K <0.01% 0 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 16,031 $205K 0.04% +5,733 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 16,000 $204K 0.04% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 15,958 $204K 0.02% -48,848 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 15,920 $203K 0.25% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,797 $202K <0.01% +1,298 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 15,728 $201K 0.02% -2,592 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 15,532 $198K 0.08% +57 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 15,480 $198K 0.09% new 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 15,416 $197K 0.07% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,258 $195K <0.01% -33,097 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 15,124 $193K <0.01% +217 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 15,103 $193K 0.09% -704 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 15,000 $192K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 14,768 $189K 0.07% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,586 $186K <0.01% -9,113 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 14,284 $182K 0.03% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,130 $180K 0.01% +50 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,113 $180K 0.01% +1,142 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 13,997 $179K 0.03% new 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 $178K <0.01% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,677 $175K <0.01% +300 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,639 $174K <0.01% -611 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 13,192 $168K <0.01% +342 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 13,100 $167K 0.02% -2,391 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 12,881 $164K 0.02% +2,117 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,670 $162K 0.01% +517 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 12,600 $161K <0.01% new 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 12,600 $161K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,550 $160K 0.01% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 12,225 $156K <0.01% -976 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,124 $155K <0.01% +664 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,004 $153K <0.01% -9,153 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 11,971 $153K 0.06% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,966 $153K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,759 $150K 0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 11,547 $147K 0.02% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,400 $146K 0.01% -13,200 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,673 $145K 0.02% -80,142 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,316 $145K <0.01% +7,602 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,310 $144K <0.01% +1,806 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,150 $142K <0.01% -229 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 10,911 $139K 0.01% +282 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 10,862 $139K <0.01% 0 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 10,842 $138K 0.02% -3,979 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 10,837 $138K 0.06% -15,918 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,485 $138K <0.01% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 10,700 $137K 0.01% +500 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,675 $136K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,657 $136K 0.01% -78 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 10,655 $136K 0.06% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,610 $135K 0.02% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,578 $135K 0.01% +273 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,305 $132K 0.01% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 16,131 $127K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 9,664 $123K 0.17% +2,982 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,008 $115K <0.01% -13 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,721 $111K <0.01% +5,072 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/ 8,724 $111K <0.01% -3,974 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,302 $106K <0.01% -1,566 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,096 $103K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,767 $99.2K <0.01% -348 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 7,202 $92K 0.05% +802 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,600 $84.3K 0.05% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,149 $80.8K 0.04% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,000 $76.6K <0.01% +4,727 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,496 $70.2K <0.01% +1,801 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,000 $63.9K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,270 $54.5K <0.01% -4,458 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4,173 $53.3K 0.01% 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,100 $52.4K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,000 $51.1K <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 $49.5K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,805 $48.6K <0.01% +682 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,671 $46.9K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,000 $38.3K <0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,000 $38.3K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,850 $36.4K <0.01% -546 13F-HR Timeline Group