Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 6,904 $347K 0.11% -3,951 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,870 $345K 0.08% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,819 $342K 0.02% -388 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,748 $339K 0.04% -16 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,663 $335K <0.01% +8 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,514 $327K <0.01% -740 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,458 $324K 0.12% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,445 $324K 0.07% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,407 $321K 0.22% -758 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,356 $319K 0.03% +1,248 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,314 $317K 0.01% -6,631 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 6,210 $312K 0.09% -351 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,147 $309K 0.04% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,105 $307K 0.01% -98 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,096 $306K 0.08% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,987 $301K <0.01% new 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,917 $297K 0.01% -1,194,307 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,847 $294K 0.03% -697 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,730 $288K 0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,710 $287K 0.05% -79,298 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,661 $284K 0.22% +21 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,626 $282K 0.14% +16 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 5,607 $282K 0.14% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,564 $279K 0.01% 0 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,630 $277K <0.01% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,435 $273K 0.05% -75 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,293 $266K 0.03% -773 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,062 $254K 0.07% +636 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,985 $250K 0.04% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,975 $250K 0.15% -100 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,941 $248K <0.01% -31,775 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,905 $246K 0.06% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,898 $246K 0.02% +72 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,785 $240K 0.03% -862 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,758 $239K 0.14% +533 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,642 $233K 0.01% +3,854 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,574 $230K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,593 $230K 0.02% +2,937 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,567 $225K 0.01% new 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,431 $222K 0.18% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,398 $221K 0.01% +18 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,310 $216K 0.01% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,305 $216K <0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,245 $213K <0.01% -702 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,242 $213K 0.01% new 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,173 $210K <0.01% -6,799 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 4,106 $202K 0.1% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,810 $191K 0.16% -545 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,605 $181K 0.01% -1,431 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,305 $166K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2,783 $140K 0.09% +306 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,652 $133K 0.01% -3,693 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,427 $122K 0.1% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,272 $114K <0.01% -1,251 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,200 $110K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,080 $104K 0.01% -14,175 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,049 $103K <0.01% -802 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,047 $103K <0.01% +1,465 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,000 $100K 0.05% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,989 $99.9K <0.01% +104 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,941 $96.9K 0.05% +30 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,910 $95.9K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,900 $95.4K 0.02% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,879 $94.4K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,826 $91.7K <0.01% +157 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,796 $90.2K 0.01% -500 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,794 $90.1K <0.01% +181 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,718 $86.3K -23,182 Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,705 $85K 0.01% +1,252 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,433 $71.9K <0.01% -131 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,415 $71K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,330 $66.8K <0.01% -3,402 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,315 $66K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,275 $64K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,188 $59.6K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,107 $55.6K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,025 $51.5K <0.01% +101 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 985 $49.4K 0.03% -2,444 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 955 $48K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 862 $43.3K 0.03% -216 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 635 $31.9K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 624 $31.3K 0.01% +100 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 584 $29.3K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 575 $28.8K <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 549 $27.6K 0.02% -150 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 549 $27.5K 0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 475 $23.9K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 460 $23.1K <0.01% +4 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 438 $22K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 388 $19.5K <0.01% +173 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 366 $18.4K 0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 307 $15.4K <0.01% -7,616 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 301 $15.1K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 286 $14.4K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 268 $13.5K <0.01% +32 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 263 $13.2K 0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 250 $12.6K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 250 $12.6K <0.01% new 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/ 195 $9.79K <0.01% 0 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 181 $9.12K <0.01% +2 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 173 $8.69K 0.02% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 150 $7.53K 0.01% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 148 $7.44K <0.01% -510 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 130 $6.53K <0.01% +35 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 126 $6.33K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 124 $6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 77 $3.87K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 75 $3.77K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 65 $3.26K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 59 $2.96K <0.01% +22 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 54 $2.8K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 49 $2.46K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 45 $2.26K <0.01% -174 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 44 $2.21K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 39 $1.97K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 33 $1.65K <0.01% -278 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 22 $1.09K <0.01% -11 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 16 $853 <0.01% -98 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 13 $652 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12 $618 <0.01% -200 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2 $85 <0.01% +1 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $51 <0.01% -234 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1 $34 <0.01% new 13F-HR Timeline 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.