WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 10,850 $548K 0.23% +2,348 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,719 $542K 0.02% -2,132 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 10,662 $539K 0.23% -795 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,141 $512K 0.36% +179 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,891 $500K 0.01% -17 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,868 $499K <0.01% +1,714 13F-HR/A Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,877 $499K 0.05% +313 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 9,844 $497K 0.1% +21 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,741 $492K 0.07% -5,529 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 9,664 $488K 0.13% +1,017 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 9,523 $481K 0.39% +2,737 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,485 $479K 0.22% +1,250 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,481 $479K 0.03% -1,085 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,853 $447K 0.17% -1,881 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 8,780 $444K 0.22% +1,945 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,748 $442K 0.02% -14,097 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 8,713 $440K 0.32% +1,792 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,401 $424K 0.01% -860 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,368 $423K 0.03% -920 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,746 $420K 0.08% -1,475 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 8,253 $417K 0.22% +3,595 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 8,200 $414K 0.31% -977 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,950 $402K 0.14% -651 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,921 $400K 0.06% +1,064 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,897 $399K 0.4% +482 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,682 $388K 0.1% +1,453 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,639 $386K <0.01% -7,525 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 9,014 $382K 0.03% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,477 $378K 0.16% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,420 $375K 0.34% -2,695 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,246 $366K 0.03% -4,955 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 7,187 $363K 0.35% -66 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,074 $357K 0.05% +97 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 7,020 $355K 0.05% -18 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,062 $355K 0.01% 0 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,848 $345K 0.02% +521 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,098 $340K 0.01% -605 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,678 $337K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,677 $337K <0.01% +213 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,657 $336K <0.01% +6,057 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 6,510 $329K 0.07% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,500 $328K <0.01% -1,150 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,393 $323K 0.05% +310 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 6,362 $321K 0.28% +398 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,358 $321K 0.03% +261 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,325 $320K 0.06% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,317 $319K 0.09% +98 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,266 $317K <0.01% +40 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,250 $316K 0.03% +173 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,097 $308K 0.07% +149 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,563 $308K 0.16% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,960 $301K 0.03% +50 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,926 $299K 0.03% -961 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 5,903 $298K 0.32% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,900 $284K <0.01% -800 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,614 $284K 0.06% +233 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,555 $281K 0.08% +669 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,268 $266K 0.01% +564 13F-HR Timeline Group StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 5,250 $265K 0.11% -570 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,176 $261K 0.03% +536 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,966 $251K 0.17% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,961 $251K 0.02% -279 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,900 $248K 0.01% new 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,836 $244K 0.2% +102 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,786 $242K 0.01% -6,208 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,735 $239K 0.01% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,684 $237K 0.12% +89 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 4,659 $235K <0.01% new 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,480 $226K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,457 $225K 0.01% -2,789 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,377 $221K 0.01% -2,653 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,125 $208K 0.12% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,106 $207K 0.04% -6,672 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,747 $189K 0.06% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,269 $165K 0.16% +42 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,825 $143K 0.14% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,558 $129K 0.05% -20 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,441 $123K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,131 $108K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,928 $97.4K 0.03% -729 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,889 $95.4K 0.13% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,873 $94.6K 0.02% +5 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,528 $77.2K 0.07% +287 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,500 $75.8K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,472 $74.4K <0.01% -1,050 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,326 $67K <0.01% +1,200 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,184 $59.8K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,025 $51.8K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,003 $50.4K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 970 $49K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 950 $48K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 838 $43K 0.02% +698 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 789 $39.9K <0.01% -62 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 750 $37.8K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 703 $35.4K 0.02% -8,290 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 500 $25.3K <0.01% 0 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 500 $25.3K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 436 $22K <0.01% -697 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 426 $21.5K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 400 $20.2K 0.07% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 390 $19.7K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 352 $17.8K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 350 $17.7K 0.01% -1,150 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 236 $11.9K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 230 $11.5K <0.01% +99 13F-HR/A Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 189 $9.54K <0.01% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 180 $9.09K <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 180 $9.08K 0.01% -9,022 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 132 $6.67K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 116 $5.86K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 103 $5.24K <0.01% -437 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 97 $4.64K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 67 $3.38K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 69 $3K <0.01% +2 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 45 $2.27K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 27 $1.36K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 4 $202 <0.01% -2 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4 $202 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -7,459 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.