Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,738,015 $150M 0.59% -371 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,297,885 $112M 0.61% -9,631 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 889,710 $77M 0.05% +52,655 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 501,729 $43.4M 0.19% +2,726 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 389,110 $33.7M 0.05% -7,545 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 275,115 $23.8M 0.01% +54,837 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 213,925 $18.5M <0.01% +4,854 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 200,758 $17.4M +81,883 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 182,270 $15.8M 0.09% +8,351 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 142,307 $12.3M <0.01% +16,992 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 131,475 $11.4M 0.02% -7,065 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 130,313 $11.3M 3.38% -6,390 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 129,886 $11.2M <0.01% -1,248 13F-HR/A Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 127,293 $11M 0.02% +24,134 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 112,300 $9.72M 1.25% +382 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 92,660 $8.02M <0.01% -4,210 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 89,145 $7.39M <0.01% -7,788 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 80,949 $7M <0.01% +7,706 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 76,159 $6.59M 3% +1,525 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 72,680 $6.29M 0.01% +1,610 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,991 $5.8M 0.02% -19,728 13F-HR/A Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 62,979 $5.27M 0.31% +1,639 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 60,013 $5.19M 0.12% -69,981 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 59,042 $5.11M 1.72% -71 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 58,118 $5.04M 0.01% -5,681 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 51,868 $4.49M <0.01% +5,445 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 50,344 $4.36M 0.32% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 44,437 $3.84M 0.09% +492 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 42,974 $3.72M <0.01% +14,278 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 41,650 $3.6M 1.45% -15,373 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,640 $3.43M <0.01% -468 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 38,168 $3.3M 0.38% +2,040 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 37,991 $3.29M 0.97% +2,585 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 32,752 $2.83M 0.07% -1,413 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 31,179 $2.7M 0.14% +536 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 30,246 $2.62M 0.04% -758 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 28,317 $2.45M 0.66% -297 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 26,357 $2.28M 0.17% new 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 25,990 $2.25M 2.06% -227 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 25,319 $2.19M 0.41% -1,136 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 24,313 $2.1M <0.01% +11,479 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,376 $2.08M <0.01% +10,200 13F-HR Timeline Group HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 23,142 $2M 1.92% 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 22,557 $1.95M +2,773 Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 21,272 $1.84M 0.46% -7,551 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,657 $1.7M 0.01% +456 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 19,506 $1.69M 0.03% +1,653 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 19,169 $1.66M 0.11% +1,115 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,976 $1.64M 0.02% +498 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 18,540 $1.6M 0.09% +2,249 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,104 $1.57M <0.01% -264 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 17,923 $1.55M 0.1% -1,947 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 17,904 $1.55M 0.67% +729 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,686 $1.53M <0.01% +1,180 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 16,991 $1.47M 0.54% +343 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,029 $1.39M 0.01% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 16,001 $1.38M 0.4% -32 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 15,222 $1.32M 0.13% +789 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 15,153 $1.31M 1.17% +3,162 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,040 $1.3M <0.01% -243 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 15,020 $1.3M 0.57% -14 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 14,427 $1.25M 1.12% -31 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,399 $1.25M 0.03% -2,806 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,038 $1.21M 0.04% -176 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,917 $1.2M 0.03% -37 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,876 $1.2M 0.06% +1,653 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 13,871 $1.16M 0.18% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,853 $1.11M 0.03% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,595 $1.11M 0.02% -2,180 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 12,178 $1.05M 0.38% -2,402 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 11,369 $984K 0.07% -710 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,036 $955K 0.02% +251 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,907 $944K 0.03% -1,870 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,856 $939K 0.03% +7,203 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,676 $924K <0.01% -4,750 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,843 $852K <0.01% -813 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 9,452 $818K 0.29% -1,270 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,276 $803K <0.01% -402 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 9,133 $790K +5,564 Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 8,531 $738K 0.2% -1,267 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 8,467 $733K 0.31% -376 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,359 $723K <0.01% -32 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,323 $720K <0.01% -431 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 8,260 $718K 0.47% -187 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,095 $700K 0.03% +704 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,567 $694K +3,810 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,955 $688K 0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,877 $681K 0.02% +234 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,874 $681K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,113 $626K 0.01% +4,225 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $588K 0.25% 0 13F-HR Timeline Amount filed as zero, left out of ratios. AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,552 $567K <0.01% +1,536 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,457 $559K 0.02% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,429 $556K <0.01% +1,755 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,418 $555K 0.05% +107 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,329 $548K 0.01% +246 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,288 $544K 0.36% +860 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,133 $531K 0.09% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,890 $510K 0.1% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,811 $503K 0.08% -128 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 5,710 $494K 0.19% -303 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,648 $489K 0.02% -35 13F-HR Timeline Group Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,546 $480K 0.12% -183 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,104 $475K 0.22% +1,349 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,395 $467K 0.31% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,038 $436K 0.02% +2,527 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,880 $422K 0.02% +925 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,855 $420K 0.01% +45 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 4,786 $414K 0.5% -137 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,778 $413K 0.18% +545 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,738 $410K 0.09% +107 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,681 $405K 0.09% -300 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,620 $400K 0.11% +223 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,536 $392K <0.01% -593 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,414 $382K <0.01% +36 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,332 $375K 0.25% +572 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,325 $374K 0.26% -300 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,175 $361K 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,165 $360K 0.01% +13 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,156 $360K 0.02% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,141 $358K 0.16% +894 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,003 $346K 0.01% -100 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,830 $331K <0.01% -68 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,787 $328K 0.12% +311 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,779 $327K 0.01% -616 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,700 $320K 0.03% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,574 $309K <0.01% +760 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,424 $302K 0.03% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,251 $281K 0.01% +10 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,172 $274K <0.01% +2,594 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,159 $273K 0.01% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 3,054 $264K 0.14% +9 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,034 $263K 0.22% +8 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,972 $261K 0.01% +81 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,018 $261K <0.01% +506 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,970 $257K 0.03% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,962 $256K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,957 $256K <0.01% -257 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,950 $255K 0.03% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,949 $255K <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,901 $254K <0.01% -260 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,886 $250K 0.05% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,801 $242K <0.01% -71 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,749 $238K 0.04% -136 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,735 $237K <0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,662 $230K 0.02% +83 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,650 $229K 0.01% -668 13F-HR/A Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,493 $229K 0.07% +3 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,512 $217K 0.03% -14 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,417 $209K 0.01% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,376 $206K 0.14% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,347 $203K 0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,300 $199K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,295 $199K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,032 $176K 0.01% +7 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,919 $166K 0.09% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,700 $147K 0.03% +5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,631 $141K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,547 $134K <0.01% +1,300 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,461 $126K <0.01% +210 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,104 $95.5K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 980 $84.8K <0.01% -198 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 908 $78.6K <0.01% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 908 $78.6K 0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 846 $70.8K <0.01% +94 13F-HR/A Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 761 $65.8K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 731 $63.2K <0.01% +516 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 689 $59.6K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 633 $54.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 590 $51K <0.01% -198 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 586 $50.7K <0.01% -842 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 559 $48.4K 0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 558 $48.3K <0.01% -59 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 554 $47.9K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 518 $44.8K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 500 $43.3K <0.01% -3 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 500 $43.3K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. 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