MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 70,148 $2.96M 0.55% +33,137 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 69,732 $2.95M 0.02% +195 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 69,216 $2.93M 1.54% +15,242 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 67,986 $2.87M 1.05% -7,790 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 67,800 $2.87M 0.07% +4,346 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 66,625 $2.82M 0.77% +12,554 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 66,149 $2.8M 0.55% +6,193 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 64,938 $2.74M 0.02% +28,917 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 64,124 $2.71M <0.01% new 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 60,705 $2.57M 1.5% +30,511 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 60,561 $2.56M 0.08% -5,688 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 60,222 $2.54M 1.16% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 60,498 $2.54M 1.53% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 59,521 $2.52M 0.01% -8,149 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 59,269 $2.5M 2.01% +579 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 56,217 $2.38M 0.01% -8,723 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 55,000 $2.32M 0.89% +27,000 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 54,984 $2.32M 1.02% +3,150 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 53,493 $2.26M 1.55% +884 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 52,690 $2.23M 1.03% -1,526 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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DAVIDSON & CO. 12,224 $517K <0.01% -3,965 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,932 $504K 0.02% +141 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 11,865 $501K 0.01% -16,227 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 11,272 $476K 0.18% +1,548 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 11,265 $476K 0.34% -2,748 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,905 $461K 0.11% +4 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 10,764 $455K 0.11% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 10,559 $446K 0.07% +161 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,527 $445K 0.12% +31 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 10,480 $443K 0.05% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 10,401 $440K 0.05% -374 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 10,071 $426K 0.27% -36 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 9,914 $419K 0.04% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,759 $413K 0.01% +4,449 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 9,248 $391K 0.01% +1,125 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,022 $381K 0.04% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,000 $380K 0.07% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,895 $376K <0.01% 0 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 8,825 $373K 0.14% -544 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,447 $357K 0.06% +141 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,067 $341K 0.02% +11 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,035 $340K 0.03% +9 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 7,983 $337K 0.13% +1,689 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,968 $337K 0.03% +2,999 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,568 $320K <0.01% +5,152 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,563 $320K <0.01% +1,134 13F-HR Timeline LAM GROUP, INC. 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More: the full row for J.W. COLE ADVISORS, INC. 5,559 $235K <0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,446 $230K 0.01% -367 13F-HR Timeline Group ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 5,347 $226K 0.09% -991 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,336 $225K <0.01% +97 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,310 $224K 0.05% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,155 $218K <0.01% +229 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,068 $214K <0.01% +14 13F-HR Timeline Group Financial Engines Advisors L.L.C. 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More: the full row for Physician Wealth Advisors, Inc. 3,608 $152K 0.02% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,373 $143K <0.01% -223 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 3,149 $133K 0.07% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,889 $122K <0.01% 0 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,794 $118K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,420 $102K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,338 $98.8K 0.01% +577 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,054 $86.8K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,027 $85.7K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,878 $79.4K <0.01% 0 13F-HR/A Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,766 $74.6K 0.02% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,730 $73.1K 0.01% +20 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,700 $71.8K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,660 $70.1K 0.03% -50 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,607 $67.9K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,483 $62.7K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,280 $54.1K <0.01% +696 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,070 $45.2K 0.03% +400 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,047 $44.2K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 785 $33.2K <0.01% -120 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 671 $28.4K 0.02% -50 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 643 $27.2K <0.01% +8 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 474 $20K <0.01% -101 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. 434 $18.3K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 415 $17.5K <0.01% -990 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 315 $13.3K 0.01% -133 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 253 $10.7K <0.01% -82 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 219 $9.26K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 150 $6.34K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 110 $4.65K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $4.23K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 88 $3.72K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 72 $3.04K <0.01% new 13F-HR/A Timeline First PREMIER Bank More: the full row for First PREMIER Bank 56 $2K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 28 $1.18K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 11 $465 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 0 $6 <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.