Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,481 $559K <0.01% -491 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,368 $555K <0.01% -7,467 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 19,236 $551K 0.03% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 19,026 $545K 0.33% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18,433 $536K 0.13% -2,534 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 18,272 $526K 0.25% -2,289 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 17,883 $513K 0.03% +784 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,870 $512K 0.02% +7,169 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 17,870 $512K 0.29% +20 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 17,713 $508K 0.38% +2,478 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 17,125 $491K 0.27% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 17,090 $490K 0.03% +4,413 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 16,693 $479K 0.31% -217 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 16,397 $470K 0.13% +250 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 16,216 $465K 0.06% -110 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,713 $451K <0.01% -103 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. 14,810 $424K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 14,253 $409K <0.01% -6,009 13F-HR/A Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 14,202 $407K 0.37% +73 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 14,196 $407K 0.06% -266 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,935 $400K 0.02% +1,065 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,801 $396K 0.02% -169 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,992 $372K <0.01% -17,528 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for McAlister, Sweet & Associates, Inc. 11,651 $334K 0.24% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,430 $328K 0.03% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,237 $322K 0.08% +93 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,000 $315K 0.09% -152 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 10,742 $308K 0.11% 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 10,369 $297K 0.08% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 10,369 $297K 0.01% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 10,199 $292K 0.15% +347 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,003 $287K <0.01% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 9,990 $286K 0.11% -3,609 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,684 $278K 0.02% +491 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,607 $275K <0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,633 $275K 0.04% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,594 $275K 0.03% +485 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,439 $271K 0.01% +1,188 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,887 $255K 0.14% -5 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,820 $253K 0.01% -123 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,791 $252K 0.01% +1,730 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,700 $248K 0.24% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,467 $243K <0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,404 $241K 0.04% new 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 8,332 $239K 0.1% -16,711 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,188 $235K <0.01% +3,496 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 8,190 $235K 0.23% 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 8,010 $230K 0.23% +386 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 7,930 $227K 0.14% +130 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,882 $226K 0.01% -944 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,874 $226K 0.1% -464 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,791 $223K 0.03% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,718 $221K 0.13% 0 13F-HR/A Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 7,635 $219K 0.22% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,626 $219K 0.01% +211 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,371 $211K 0.05% +7 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,224 $207K 0.18% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5,839 $167K 0.08% 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,139 $147K 0.02% +2,924 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,679 $134K <0.01% +1,517 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,810 $109K <0.01% -4,653 13F-HR/A Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,665 $108K 0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,516 $101K 0.07% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,267 $93.7K 0.02% +2,740 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,938 $84.2K 0.04% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,805 $80.4K <0.01% -364 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 2,776 $79.6K 0.2% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,520 $72.2K 0.03% +1,804 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,505 $71.8K <0.01% +27 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,478 $71K <0.01% -71 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,945 $55.8K <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,808 $51.8K 0.01% +34 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,802 $51.7K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,681 $48.2K <0.01% +1,126 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 1,593 $45.7K 0.02% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,555 $44.6K <0.01% 0 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,414 $41K <0.01% +390 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,114 $31.9K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,010 $29K 0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 936 $26.8K <0.01% +801 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 900 $25.8K <0.01% +854 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 809 $23.2K 0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 755 $21.9K 0.02% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 700 $20.1K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 673 $19.3K <0.01% -696 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 631 $18.1K <0.01% -726 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 532 $15.3K <0.01% -1,591 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 511 $14.6K 0.01% -246 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 449 $13K 0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 406 $11.6K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 403 $11.6K <0.01% +1 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 384 $11K <0.01% 0 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 377 $10.8K <0.01% +1 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 368 $10.6K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 346 $9.94K <0.01% +7 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 313 $8.97K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 298 $8.65K <0.01% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 302 $8.65K <0.01% +7 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 261 $7.48K 0.04% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 253 $7.25K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 217 $6.22K 0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 200 $5.79K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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LLC 106 $3.04K <0.01% -1,300 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 100 $3K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 98 $2.81K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 96 $2.75K <0.01% -542 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 74 $2.12K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 71 $2.04K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 68 $1.94K <0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 63 $1.81K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 62 $1.79K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 49 $1.41K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 41 $1.18K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 42 $1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33 $1K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 34 $975 <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 31 $889 <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 31 $888 <0.01% +1 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 26 $745 <0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 19 $545 <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15 $430 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 15 $430 <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2 $57 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $28 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $23 <0.01% 0 13F-HR Timeline