Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,412 $40.4K 0.02% +46 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,254 $35.9K <0.01% -30,584 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,064 $30.4K <0.01% +28 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 923 $26.4K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 864 $24.7K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 786 $22.5K <0.01% +60 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 721 $20.6K <0.01% -674 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 676 $19.3K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 672 $19.2K <0.01% -3 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 663 $19K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 635 $18.2K <0.01% -74 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 610 $17.5K 0.01% -18 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 554 $15.8K <0.01% -910 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 512 $14.6K <0.01% +20 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 391 $11.2K <0.01% +361 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 341 $9.76K <0.01% -180 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 315 $9.01K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 306 $8.76K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 299 $8.55K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 285 $8.15K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 266 $7.61K <0.01% +184 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 250 $7.15K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 247 $7.07K <0.01% +16 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 241 $6.89K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 239 $6.84K <0.01% +204 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 226 $6.47K <0.01% -22 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 225 $6.44K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 190 $5.51K <0.01% -188 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 192 $5.49K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 190 $5.44K <0.01% -195 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 178 $5.09K <0.01% +24 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 172 $4.93K <0.01% +33 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 169 $4.86K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 159 $4.57K <0.01% +3 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 137 $4K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 127 $3.63K <0.01% -4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 121 $3.61K <0.01% -12 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 124 $3.55K <0.01% -37 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 107 $3.11K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 106 $3K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 104 $2.98K <0.01% +11 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 91 $2.61K <0.01% +64 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 85 $2.43K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 86 $2.43K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 84 $2.4K <0.01% -9 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 80 $2.29K <0.01% -8 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 75 $2.15K <0.01% +16 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 73 $2.09K <0.01% -99 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 69 $1.97K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 64 $1.83K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 53 $1.52K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 52 $1.49K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 51 $1.47K <0.01% -13 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 51 $1.46K <0.01% +12 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 43 $1.23K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 41 $1.17K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 38 $1.09K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 37 $1.06K <0.01% -14 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 25 $736 <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 24 $687 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 21 $601 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 21 $601 <0.01% -8 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 20 $572 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 18 $515 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 18 $515 <0.01% +12 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 18 $515 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $515 <0.01% -2 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 18 $515 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16 $458 <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16 $458 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14 $401 <0.01% +13 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 14 $401 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $372 <0.01% -28 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 13 $372 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 12 $344 <0.01% -10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10 $286 <0.01% -245 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $172 <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 5 $143 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3 $86 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3 $86 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2 $57 <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $29 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.