WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 14,897 $436K 0.11% +76 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14,729 $428K 0.09% -1,928 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 14,593 $426K 0.06% +1,306 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 14,297 $419K 0.34% +59 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,981 $409K 0.01% -3,397 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 13,779 $403K 0.24% 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 13,681 $401K 0.05% -13,233 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 13,430 $393K <0.01% -27,990 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 13,001 $381K 0.01% +575 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 12,983 $380K 0.19% +6,033 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 12,225 $358K 0.16% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,111 $355K <0.01% -4 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 12,111 $355K 0.08% +33 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,654 $341K 0.04% +1,363 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 11,651 $341K 0.3% -200 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,643 $341K -10,412 Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 11,521 $337K 0.33% -175 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,505 $337K 0.09% -1 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 11,500 $337K 0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,227 $329K 0.01% -2,574 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,454 $329K 0.02% -1,653 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,785 $316K 0.02% +71 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,725 $314K 0.01% new 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 10,661 $312K 0.04% -449 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 10,507 $308K 0.11% +2,322 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,411 $305K <0.01% -59 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 10,408 $305K <0.01% -3,835 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 10,369 $304K 0.01% 0 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 10,369 $304K 0.08% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,150 $297K <0.01% -31,741 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,996 $293K 0.03% -75 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,843 $288K <0.01% new 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,760 $286K <0.01% -38,086 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 9,722 $285K 0.12% -5,213 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 9,789 $284K 0.06% -893 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,453 $277K 0.01% +275 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,412 $276K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,386 $275K 0.03% +880 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,294 $272K <0.01% -6,344 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,202 $269K <0.01% new 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,076 $266K 0.1% +1,266 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 9,043 $265K 0.08% +599 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,870 $260K <0.01% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 8,846 $259K 0.07% -4,264 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,700 $255K 0.2% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,690 $254K 0.01% -713 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,558 $251K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,323 $244K 0.01% -8,322 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. 8,210 $240K 0.01% +44 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 8,115 $238K 0.14% +115 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,967 $233K 0.23% +65 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,823 $229K 0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,746 $227K 0.01% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,718 $226K 0.12% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,515 $220K 0.18% +476 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 7,300 $214K 0.1% -1,265 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,289 $213K 0.05% +3 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,226 $212K 0.01% -491 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,209 $211K <0.01% -1,364 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,172 $210K 0.14% new 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 7,108 $208K 0.2% -369 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,907 $202K 0.08% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,164 $180K 0.01% -117 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5,693 $167K 0.08% -8 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,218 $153K <0.01% +866 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4,412 $129K 0.04% -139,782 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,192 $123K 0.02% +688 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,904 $114K 0.08% +387 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,106 $90.4K <0.01% +105 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,501 $73.2K <0.01% +53 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,419 $70.8K <0.01% -78 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,344 $68.6K 0.03% -584 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,320 $67.9K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,151 $63K <0.01% -1,942 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,802 $52.8K <0.01% -738 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,742 $51K 0.04% -3,100 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,555 $45.5K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,540 $45.1K 0.02% +5 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,535 $44.9K 0.02% +77 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,394 $40.8K 0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,312 $38K <0.01% -106 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,114 $32.6K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,010 $29.6K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 920 $26.9K <0.01% -175,985 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 877 $25.7K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 840 $24.6K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 809 $23.7K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 768 $22.5K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 649 $19K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 634 $18.6K 0.06% +200 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 625 $18.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 574 $16.8K <0.01% -1,906 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 562 $16.5K <0.01% 0 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 $16.3K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 534 $15.6K <0.01% +32 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 489 $14.3K <0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 449 $13.1K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 406 $11.9K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 388 $11.3K <0.01% -427 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 343 $10K <0.01% +8 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 310 $9.07K <0.01% new 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 300 $8.78K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 298 $8.68K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 266 $7.79K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 253 $7.41K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 250 $7.32K <0.01% -5 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 256 $7K <0.01% -482 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 195 $5.71K <0.01% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 185 $5.42K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 127 $3.73K <0.01% +2 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 108 $3.16K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 106 $3.1K <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/A Timeline Group Key Financial Inc More: the full row for Key Financial Inc 98 $2.87K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 91 $2.66K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 74 $2.17K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 72 $2.11K <0.01% -73 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 68 $1.99K <0.01% -40 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 63 $1.84K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 57 $1.67K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 49 $1.44K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 42 $1K <0.01% 0 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 33 $966 <0.01% -46 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 32 $931 <0.01% +1 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 26 $761 <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 16 $468 <0.01% +1 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14 $410 <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2 $59 <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 0 $24 <0.01% -425 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% 0 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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.