McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 15,051 $442K 0.34% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,041 $442K 0.01% -175 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 14,772 $434K 0.29% +418 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,646 $430K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,593 $429K <0.01% +504 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. 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Retirement Advisors, LLC 9,177 $269K 0.08% -21,875 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,130 $268K 0.01% +576 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 9,054 $266K 0.17% -6,836 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 9,024 $265K 0.16% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,731 $256K 0.17% -201 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,598 $252K <0.01% -984 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,517 $250K 0.05% -1,241 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,500 $250K <0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,488 $249K <0.01% -1,087 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,104 $238K <0.01% +42 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,749 $228K 0.01% -48 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,722 $227K 0.01% -1,690 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,718 $227K 0.11% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,219 $212K 0.18% -297 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,210 $212K 0.19% -200 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,176 $211K 0.08% -585 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 7,108 $209K 0.18% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,096 $208K 0.02% -340 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,984 $205K 0.07% +145 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,865 $202K <0.01% -2,007 13F-HR Timeline Group Vantus Wealth LLC More: the full row for Vantus Wealth LLC 6,844 $201K 0.15% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,776 $200K 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,670 $196K <0.01% -3,702 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5,540 $163K 0.07% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,386 $158K <0.01% +2,047 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,244 $154K -1,549 Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 4,653 $137K 0.13% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4,345 $128K 0.04% -86 13F-HR Timeline Kingdom Financial Group LLC. 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More: the full row for HARBOUR INVESTMENTS, INC. 2,259 $66.3K <0.01% -242 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,161 $63.5K 0.02% -59 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,802 $52.9K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,555 $45.7K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,469 $43.1K <0.01% -75 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,280 $37.6K 0.01% +123 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,194 $35.1K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,114 $32.7K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,028 $30.2K <0.01% +775 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 955 $28K <0.01% -357 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 942 $27.7K 0.01% -494 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 890 $26.1K <0.01% -1,021 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 879 $26K 0.03% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 818 $24K <0.01% +782 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 809 $23.8K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 698 $20.5K <0.01% +432 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 690 $20.3K <0.01% -340 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 649 $19.1K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 635 $18.7K 0.01% 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 634 $18.6K 0.05% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 625 $18.4K <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 538 $15.8K <0.01% +3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 490 $14.4K <0.01% +326 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 489 $14.3K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 476 $14K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 449 $13.2K <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 CX Institutional More: the full row for CX Institutional 385 $11K <0.01% -3,295 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 344 $10.1K <0.01% -560 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 321 $9.43K <0.01% +6 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 300 $8.81K <0.01% 0 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 297 $8.72K 0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 290 $8.52K <0.01% -40 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 237 $6.96K <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 195 $5.73K <0.01% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 185 $5.43K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 167 $4.9K <0.01% -395 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 160 $4.7K <0.01% 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 153 $4.49K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 132 $3.87K <0.01% +3 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 126 $3.7K <0.01% -1,268 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 118 $3.46K <0.01% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 112 $3.29K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 108 $3.17K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 106 $3.11K <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 $2.88K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 92 $2.69K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 85 $2.5K <0.01% new 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 Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 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 0.07% -117 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 68 $2K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 64 $1.87K <0.01% +1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 50 $1.47K <0.01% -1,576 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 47 $1.39K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 45 $1.32K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 43 $1.27K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 38 $1.12K <0.01% 0 13F-HR Timeline 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 $763 <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 16 $470 <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 15 $440 <0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 13 $382 <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2 $59 <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $51 <0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.