Abound Wealth Management More: the full row for Abound Wealth Management 6,559 $175K 0.06% +99 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,447 $172K 0.07% +152 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,143 $164K <0.01% -7,236 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 6,086 $163K 0.5% -2,017 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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More: the full row for Sunbelt Securities, Inc. 3,630 $97K 0.01% +1,015 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,454 $92.3K <0.01% +304 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,407 $91K <0.01% new 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3,357 $89.7K 0.07% 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 3,007 $80.2K 0.02% new 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 2,971 $79.4K 0.04% -7,395 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,944 $79K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 2,561 $68K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 2,337 $62.4K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,154 $57.5K 0.01% -10,423 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,966 $52K <0.01% +28 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,763 $47.1K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,750 $46.7K <0.01% +1,399 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,723 $46K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,671 $44.6K <0.01% -3,952 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,653 $44.2K 0.02% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,571 $42K <0.01% -44 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,486 $39.3K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,451 $38.7K <0.01% +964 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 1,437 $38.4K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. 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LTD. 1,042 $27.8K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 992 $26.3K <0.01% new 13F-HR/A Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 939 $25.1K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 869 $23.2K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 836 $22.3K 0.03% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 828 $22.1K 0.02% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 782 $20.9K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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WEALTH MANAGEMENT LLC 643 $17.2K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 639 $17.1K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 585 $15.6K <0.01% -585 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 630 $15.3K 0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 585 $15K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 476 $12.7K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 463 $12.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 454 $12.1K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 419 $11.2K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 419 $11.2K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 386 $10.3K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 358 $9.56K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 354 $9.46K <0.01% new 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 338 $9.03K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 331 $8.84K <0.01% -102 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 280 $7.48K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 275 $7.34K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 250 $6.54K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. 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More: the full row for Decker Retirement Planning Inc. 113 $3.02K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 82 $2.19K <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 51 $1.36K <0.01% -3,414 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 37 $988 <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 33 $882 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 30 $801 <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 15 $415 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8 $214 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -116 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.