HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,743 $291K <0.01% +671 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,669 $286K 0.03% -588 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 5,477 $277K 0.14% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,475 $277K 0.1% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,411 $274K 0.03% new 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,385 $273K 0.06% -272 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,343 $270K 0.13% +1,043 13F-HR Timeline Lifelong Wealth Advisors, Inc. 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More: the full row for Turning Point Benefit Group, Inc. 4,884 $247K 0.16% +2,737 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,874 $247K 0.24% +40 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,701 $238K 0.03% +593 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,690 $237K 0.02% 0 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 4,660 $236K 0.2% +16 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,659 $236K 0.06% +31 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,614 $234K 0.11% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,605 $233K <0.01% -1,805 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,542 $230K 0.04% -46,296 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,476 $227K 0.03% -14,712 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 4,436 $225K 0.07% new 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 4,413 $223K 0.12% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,378 $222K 0.04% +2 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,377 $222K <0.01% +33 13F-HR Timeline Group Portfolio Strategies, Inc. 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More: the full row for Intesa Sanpaolo Wealth Management 3,000 $152K 0.04% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,643 $134K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,544 $129K 0.01% -1,500 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,516 $127K 1.13% +339 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,436 $123K 0.1% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,425 $122K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,395 $121K 0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,387 $121K <0.01% -7 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,250 $114K 0.02% +1,700 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,197 $111K 0.06% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,166 $110K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,106 $106K 0.02% +1,719 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,068 $105K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,979 $100K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,910 $96.7K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,799 $91.1K <0.01% -236 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,525 $77.2K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,490 $75.4K 0.01% -1,005 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,295 $65.6K <0.01% new 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,282 $65K 0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,270 $64.3K <0.01% -82,548 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,225 $62K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,161 $58.8K <0.01% -284 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,050 $53.2K 0.03% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,019 $52K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,014 $51.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,008 $51K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 877 $44.4K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 746 $37.8K 0.01% +730 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 746 $37.8K 0.01% -164 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 691 $35K 0.02% -4,387 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 684 $34.6K 0.03% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 671 $34K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 670 $33.9K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 647 $32.8K <0.01% +50 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 640 $32.3K <0.01% +7 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 625 $31.6K 0.03% +4 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 550 $27.8K 0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 522 $26.4K 0.02% -8 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 26,264 $26.3K 0.01% +12,116 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 509 $25K <0.01% -150 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 470 $23.8K 0.03% -1,242 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 404 $20.4K <0.01% 0 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 401 $20.3K 0.07% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 313 $15.8K <0.01% +125 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 299 $15.1K 0.01% -70 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 240 $12.1K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 214 $10.8K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 198 $10K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 185 $9.37K <0.01% -154 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 154 $7.8K <0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 150 $7.59K <0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 137 $6.95K 0.01% 13F-HR/A Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 129 $6.53K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 123 $6.23K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 98 $4.96K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 90 $4.56K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 90 $4.56K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 80 $4.05K <0.01% -459 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 74 $3K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 37 $1.89K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 30 $1.52K <0.01% 0 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 28 $1.4K <0.01% 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 26 $1.32K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 21 $1.06K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 20 $1.01K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 17 $900 <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12 $607 <0.01% +10 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2 $137 <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2 $93 <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1 $62 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1 $43 <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.