Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,394 $481K 0.04% -19 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,004 $461K <0.01% +1,824 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 9,000 $461K 0.25% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 8,950 $459K 0.26% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,533 $439K 0.04% +1,868 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 8,517 $436K 0.09% -1,407 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 8,446 $433K 0.47% 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,445 $433K 0.26% -1,555 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 8,213 $421K 0.09% +2,506 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,120 $412K 0.08% -992 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,971 $408K 0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,896 $405K 0.16% +120 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,827 $401K 0.13% +377 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,624 $391K 0.15% 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 7,461 $382K 0.31% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,329 $376K 0.03% -222 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 7,142 $366K 0.39% +1,913 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,998 $359K <0.01% +397 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,895 $353K 0.18% -41 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,813 $349K 0.05% -1,068 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 6,804 $349K 0.28% 0 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 6,568 $337K 0.42% 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,347 $325K 0.18% -3,227 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,324 $324K 0.03% +614 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,279 $322K 0.08% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 6,260 $321K 0.11% 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 6,036 $309K 0.33% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,019 $308K <0.01% new 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,803 $297K 0.07% -544 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. 5,802 $297K <0.01% +753 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,740 $294K 0.02% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,682 $291K 0.04% +48 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,681 $291K 0.01% -2,407 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,607 $287K <0.01% +714 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 5,569 $285K 0.13% -1,585 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 5,151 $264K 0.26% 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,116 $262K 0.02% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,080 $260K 0.1% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 5,010 $257K 0.17% +583 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,000 $256K <0.01% new 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,844 $248K 0.09% -529 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,836 $248K 0.08% -15 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,765 $244K 0.09% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 4,709 $241K 0.02% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 4,572 $234K 0.16% +508 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,560 $234K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,517 $231K 0.02% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,485 $230K 0.07% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,481 $230K 0.01% -304 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,470 $229K 0.04% +104 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 4,451 $228K 0.07% -278 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 4,406 $226K 0.27% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,336 $222K 0.02% -268 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,168 $221K <0.01% -1,404 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,303 $221K 0.03% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,197 $217K 0.09% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,229 $217K 0.02% -95,330 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,184 $214K 0.11% new 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 4,549 $214K 0.13% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,116 $211K 0.15% new 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 4,035 $207K 0.12% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,996 $205K 0.01% -143 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,993 $205K <0.01% new 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,953 $203K 0.14% -167 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,951 $202K 0.06% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,927 $201K 0.02% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,312 $170K 0.04% -193 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,437 $125K 0.03% 0 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,131 $109K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,994 $102K 0.1% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,878 $96.2K <0.01% +352 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,875 $96.1K 0.01% +420 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,595 $81K 0.07% +66 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,471 $75.4K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,455 $74.6K 0.03% -82 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,228 $62.9K <0.01% +865 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,151 $59K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,105 $56.6K 0.01% +481 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,021 $53.5K 0.01% -162 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,040 $53.3K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,027 $52.6K 0.01% -55 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 862 $45.5K 0.04% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 834 $42.7K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 824 $42.2K 0.01% -141 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 620 $31.8K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 577 $29.6K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 554 $28.4K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 519 $26.6K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 477 $24K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 421 $21.6K 0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 386 $19.8K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 365 $18.7K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 352 $18K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 305 $16K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 304 $15.6K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 292 $15K <0.01% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 292 $15K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 288 $14.8K <0.01% -663 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 222 $11.4K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 220 $11.3K 0.01% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 215 $11K 0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 201 $10.3K <0.01% new 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 172 $8.81K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 171 $8.76K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 162 $8.3K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 133 $6.82K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 127 $6.51K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 98 $5.02K <0.01% 0 13F-HR Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 94 $4.94K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 91 $4.66K <0.01% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 82 $4.2K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 72 $3.69K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 67 $3.43K <0.01% -66 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 64 $3.28K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 59 $3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 50 $2.56K <0.01% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 41 $2.1K <0.01% new 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/ 30 $1.54K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 29 $1.49K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 21 $1.08K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 29 $1K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 19 $977 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17 $871 <0.01% +4 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6 $308 <0.01% -2 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6 $308 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $99 0.01% -214 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 257,731 $13.2B -2,680 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.