TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,089 $419K <0.01% +3,939 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,080 $415K 0.04% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 14,137 $413K 0.19% +1,154 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 13,027 $387K 0.12% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 12,047 $358K 0.08% -64 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,047 $358K <0.01% -64 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 12,021 $357K 0.04% -1,660 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,594 $345K 0.02% +140 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 11,521 $343K 0.3% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,271 $335K 0.12% +2,195 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 11,189 $333K 0.05% -11,353 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,067 $329K <0.01% -4,412 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,983 $327K 0.04% -671 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 10,646 $316K 0.1% +139 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,591 $315K 0.03% +1,205 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,514 $313K 0.02% -271 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,411 $310K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 10,372 $308K <0.01% -36 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 10,369 $308K 0.01% 0 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 10,369 $306K 0.07% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 10,179 $303K 0.06% +1,136 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,118 $298K 0.09% -1,387 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 10,007 $298K <0.01% new 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,834 $292K 0.03% -162 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 9,758 $290K 0.06% -31 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,605 $286K 0.02% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,582 $285K 0.01% -4,399 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,575 $285K <0.01% -268 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,412 $280K 0.01% -1,313 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,075 $270K 0.01% +385 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,932 $266K 0.19% +232 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,921 $265K 0.01% -532 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 8,917 $265K 0.14% +802 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,872 $264K <0.01% -330 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,554 $254K 0.01% -2,673 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,500 $253K <0.01% -3,000 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,343 $248K 0.14% +1,171 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,062 $240K <0.01% -1,698 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,983 $237K <0.01% -1,311 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,842 $233K <0.01% -1,028 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,797 $232K 0.01% -526 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,790 $232K <0.01% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,761 $231K 0.09% -1,961 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,718 $229K 0.11% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,516 $223K 0.18% +1 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,436 $221K 0.02% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,410 $220K 0.2% -557 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 7,108 $211K 0.19% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,010 $208K 0.01% -736 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,839 $203K 0.07% -68 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,793 $202K -4,850 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,756 $201K <0.01% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,744 $200K <0.01% -1,466 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,204 $183K 0.01% +40 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5,540 $165K 0.07% -153 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4,431 $132K 0.04% +19 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,192 $125K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,680 $109K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,339 $99.3K <0.01% -3,870 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,175 $94.1K <0.01% +69 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,501 $74.4K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,220 $66K 0.03% -124 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,100 $62.4K 0.02% -220 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,911 $56.8K <0.01% +1,523 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,802 $53.6K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,626 $48.3K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,555 $46.2K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,544 $45.9K <0.01% -607 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,436 $42.7K 0.01% -104 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,394 $41.4K 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 $39K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,157 $34.4K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,114 $33.1K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,030 $30.6K <0.01% +190 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 904 $26.9K <0.01% -16 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 809 $24.1K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 649 $19.3K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 634 $18.8K 0.05% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 625 $18.6K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 562 $16.7K <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 $16.5K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 535 $15.9K <0.01% +1 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 500 $14.9K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 489 $14.5K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 449 $13.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 406 $12K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 396 $11.8K <0.01% -178 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 330 $9.81K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 315 $9.35K <0.01% +5 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 300 $8.92K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 266 $7.91K <0.01% +16 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 266 $7.88K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 253 $7.52K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 250 $7.43K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 248 $7.38K <0.01% -95 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 195 $5.8K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 189 $5.62K <0.01% +117 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 185 $5.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 164 $4.89K <0.01% +164 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 129 $3.84K <0.01% +2 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 116 $3.45K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 112 $3.33K <0.01% -2,307 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 108 $3.21K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 106 $3.15K <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 $2.9K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 92 $2.72K <0.01% +1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 74 $2.2K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 74 $2.2K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 68 $2.02K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 63 $1.88K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 57 $1.7K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 58 $1.48K <0.01% -14,671 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 38 $1.13K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 36 $1.07K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 42 $1K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 26 $773 <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 16 $476 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $29 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $27 <0.01% new 13F-HR Timeline Group