PFG Advisors More: the full row for PFG Advisors 16,645 $480K 0.03% -445 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,470 $475K 0.03% -1,413 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 16,397 $473K 0.13% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 16,328 $471K 0.07% +112 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16,657 $467K 0.11% -1,776 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 16,048 $463K 0.81% -333,239 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 15,951 $460K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,638 $451K 0.01% -5,900 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,031 $434K 0.01% -26,874 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 14,935 $431K 0.22% -2,190 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 14,821 $428K 0.11% new 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 $427K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 14,243 $411K <0.01% -10 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 14,238 $411K 0.35% +36 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,801 $398K 0.02% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 13,287 $383K 0.06% -909 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 13,110 $378K 0.11% +352 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,107 $367K 0.02% +542 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 12,426 $359K 0.01% +3,635 13F-HR Timeline Group TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 12,225 $353K 0.18% +2,026 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,115 $350K <0.01% -586 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 12,078 $349K 0.09% -623 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 11,933 $344K 0.4% -827 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 11,851 $342K 0.26% +200 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 11,756 $339K 1.08% +8,980 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 11,696 $336K 0.34% -1,082 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,506 $332K 0.1% +506 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,110 $321K 0.04% new 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 11,084 $320K 0.26% -17,848 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 11,500 $316K 0.01% -1,000 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,682 $308K 0.07% -555 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,714 $304K 0.03% -21,485 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,470 $302K <0.01% +467 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 10,369 $299K 0.08% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 10,369 $299K 0.01% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,291 $297K 0.04% +697 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,071 $291K 0.03% -2,310 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,403 $271K 0.01% +583 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,332 $268K 0.16% -281,827 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,178 $265K 0.01% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,700 $251K 0.23% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,573 $247K <0.01% -1,034 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,565 $247K 0.13% -322 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,558 $247K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,506 $245K 0.04% +715 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,483 $245K 0.02% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 8,444 $244K 0.09% -2,298 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,315 $240K 0.04% -89 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 8,185 $236K 0.11% new 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,173 $236K 0.02% -103,134 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. 8,166 $235K 0.01% +284 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,098 $234K 0.07% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 8,000 $231K 0.18% +70 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,902 $228K 0.24% -288 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,810 $225K 0.1% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,718 $223K 0.13% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,717 $223K 0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,640 $220K 0.02% new 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 7,477 $216K 0.21% -158 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 7,425 $214K 0.16% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,286 $210K 0.05% -85 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,039 $203K 0.18% -185 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,950 $201K 0.12% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,939 $200K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,281 $181K 0.01% +3,776 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5,701 $165K 0.08% -138 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,842 $140K 0.11% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,352 $126K <0.01% -3,836 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,108 $119K <0.01% -31,577 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,093 $118K <0.01% -586 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,648 $105K <0.01% -162 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,517 $101K 0.08% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,504 $101K 0.02% +237 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,001 $86.2K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,928 $84.5K 0.04% -10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,540 $73.3K <0.01% +738 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,497 $72.1K <0.01% +19 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,480 $71.6K <0.01% +1,849 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,448 $70.7K <0.01% -357 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,320 $67K 0.03% -200 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,665 $48.1K 0.01% -143 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,555 $44.9K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,535 $44.3K 0.02% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,458 $42.1K 0.02% -135 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,418 $41K <0.01% +4 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,394 $40.2K 0.01% +458 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,114 $32.1K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,010 $29.1K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 840 $24.2K <0.01% +809 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 815 $23.5K <0.01% -866 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 809 $23.3K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 738 $21K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 649 $18.7K 0.01% -90,346 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 625 $18K <0.01% -75 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 562 $16.2K <0.01% -1,383 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 556 $16K <0.01% +24 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 552 $15.9K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 502 $14.5K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 449 $13K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 434 $12.5K 0.04% +173 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 425 $12.3K <0.01% +424 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 406 $11.7K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 403 $11.6K <0.01% 0 13F-HR Timeline 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. 350 $10.1K <0.01% +4 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 355 $10K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 335 $9.66K <0.01% -176 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 320 $9K <0.01% new 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 305 $8.79K <0.01% +3 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 300 $8.66K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 298 $8.6K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 266 $7.55K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 255 $7.36K <0.01% -58 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 253 $7.3K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 195 $5.63K <0.01% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 185 $5.34K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 145 $4.18K <0.01% -72 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 125 $3.61K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 108 $3.12K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 108 $3.12K <0.01% 0 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 106 $3.06K <0.01% 0 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 $2.83K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 91 $2.63K <0.01% +20 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) 79 $2.28K <0.01% new 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 74 $2.14K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 68 $1.96K <0.01% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 65 $1.88K <0.01% -835 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 63 $1.81K <0.01% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 57 $1.65K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 53 $1.53K <0.01% new 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% 0 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 $981 <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 31 $902 <0.01% 0 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 26 $750 <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15 $433 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 15 $433 <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2 $58 <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. Arax Advisory Partners More: the full row for Arax Advisory Partners 0 $3 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -200 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.