Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 9,348 $291K 0.14% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,285 $289K 0.07% +4 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 9,253 $288K 0.17% +125 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,215 $286K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,053 $281K <0.01% 0 13F-HR Timeline Group Citrine Capital LLC More: the full row for Citrine Capital LLC 8,902 $277K 0.15% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,735 $272K 0.01% +222 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 8,621 $268K 0.13% -12,684 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,587 $267K 0.01% -19 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,262 $257K 0.01% -719 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,116 $253K 0.05% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 8,077 $251K 0.1% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8,035 $250K 0.16% +3,600 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 7,971 $248K 0.09% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 7,966 $248K 0.08% +279 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 7,725 $240K 0.16% -3,770 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,712 $240K <0.01% new 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 7,552 $235K 0.11% +52 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,531 $234K 0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,524 $234K <0.01% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 7,462 $232K 0.15% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 7,354 $229K 0.11% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,218 $224K 0.03% -271 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,120 $221K 0.02% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,861 $213K <0.01% new 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 6,803 $212K 0.12% new 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 6,730 $209K 0.11% new 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 6,706 $208K 0.44% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 6,678 $208K 0.15% +1,021 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,649 $207K <0.01% -3,556 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 6,531 $203K <0.01% +1,906 13F-HR/A Timeline Group Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 6,520 $203K 0.07% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 6,146 $191K 0.03% +2,863 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,120 $190K 0.06% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 6,076 $189K 0.16% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,936 $185K <0.01% +795 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,788 $180K <0.01% +588 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,027 $156K 0.06% +4,115 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 4,960 $154K 0.11% +1,281 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,824 $150K <0.01% -1,199 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,809 $150K 0.02% new 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,666 $145K <0.01% +2,325 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,305 $134K <0.01% +327 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,088 $127K 0.05% +26 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,050 $126K <0.01% +382 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3,808 $118K 0.05% -3 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,952 $91.8K 0.07% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,869 $89.2K <0.01% +5 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,500 $77.7K 0.04% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,382 $74.1K 0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,361 $73.4K <0.01% 0 13F-HR/A Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 2,000 $62.2K 0.03% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,664 $51.7K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,225 $38.1K <0.01% -798 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,220 $37.7K 0.02% +16 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,155 $35.9K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,119 $34.8K <0.01% -1,112 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,106 $34.4K <0.01% +289 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,088 $33.8K <0.01% +15 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 873 $27.1K 0.01% +24 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 868 $27K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 781 $24.3K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 778 $24.2K <0.01% -1,942 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 733 $22.8K 0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 630 $19.6K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 615 $19.1K <0.01% -41 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 596 $18.5K <0.01% +550 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 470 $14.6K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 460 $14.3K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 450 $14K <0.01% +6 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 417 $13K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 390 $12.1K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 262 $8.15K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 230 $7.15K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 158 $4.91K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 146 $4.54K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 124 $3.86K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 48 $1.49K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 27 $839 <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $32 <0.01% new 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) 1 $31 <0.01% new 13F-HR Timeline Group 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.