EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 136 $8.04K <0.01% -211 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 128 $7.58K <0.01% +107 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 111 $6.56K <0.01% +85 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 110 $6.47K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 98 $5.8K <0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 96 $5.67K <0.01% +38 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 94 $5.55K <0.01% +8 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 92 $5.44K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 91 $5.38K <0.01% -183 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 79 $4.67K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 59 $3.49K <0.01% -28 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 52 $3.07K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 51 $3.01K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 42 $2.48K <0.01% -60 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 38 $2.25K <0.01% +28 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 37 $2.24K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 32 $1.89K <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 28 $1.63K <0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 26 $1.54K <0.01% +4 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 25 $1.48K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24 $1.42K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 24 $1.42K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 23 $1.36K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20 $1.18K <0.01% +6 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20 $1.18K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 20 $1.18K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20 $1.18K <0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 18 $1.06K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10 $1K <0.01% +6 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 15 $886 <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 13 $768 <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 12 $709 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 12 $709 <0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10 $591 <0.01% -23 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10 $591 <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10 $590 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9 $532 <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9 $532 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9 $532 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8 $473 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $473 <0.01% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 8 $472 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6 $354 <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5 $295 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4 $237 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3 $178 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $177 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $119 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1 $60 <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1 $59 <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7 $0 0% +6 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. TSFG, LLC More: the full row for TSFG, LLC 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.