Marion Wealth Management More: the full row for Marion Wealth Management 10,353 $508K 0.13% +689 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,319 $507K 0.01% +1,918 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,308 $506K 0.33% +167 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,297 $506K <0.01% +429 13F-HR/A Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,167 $499K 0.14% -2,133 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,000 $491K 0.04% -15,000 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,911 $487K 0.04% +34 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,737 $478K 0.01% -154 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,691 $476K 0.05% -50 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,682 $475K 0.01% -5,916 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,600 $471K <0.01% -8,333 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,572 $470K <0.01% -2,378 13F-HR/A Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 9,480 $465K 0.09% +3,383 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 9,299 $457K 0.13% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,018 $443K 0.16% +165 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,953 $440K 0.01% +205 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 8,960 $440K 0.06% +2,567 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,949 $439K <0.01% new 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,928 $438K 0.05% +1,854 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 8,654 $425K 0.59% +3,818 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,536 $419K 0.03% +168 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,262 $406K 0.08% +2,648 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,075 $396K 0.05% +154 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 8,068 $396K 0.18% -185 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,016 $394K 0.01% -3,189 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,643 $375K 0.36% -254 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,535 $375K 0.15% -15,071 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 7,258 $356K 0.3% +1,355 13F-HR/A Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,207 $354K 0.11% -743 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,117 $349K 0.01% +55 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,096 $348K 0.03% -150 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,078 $348K 0.29% -342 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 6,993 $343K 0.04% -27 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,753 $332K 0.02% -2,728 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,706 $329K 0.03% +348 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,678 $328K 0.03% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 6,610 $325K 0.06% +100 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,482 $318K 0.09% -1,200 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,427 $316K 0.01% 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 6,362 $312K 0.24% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,325 $311K 0.06% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,322 $310K 0.23% -1,878 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,140 $301K 0.03% +214 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,117 $300K 0.08% -200 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 6,007 $295K 0.27% -1,180 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,986 $294K <0.01% +86 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,967 $293K <0.01% -710 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 5,960 $293K 0.03% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,850 $287K <0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,781 $284K <0.01% -13,219 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,724 $281K 0.02% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,701 $280K <0.01% new 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/ 5,694 $280K <0.01% -963 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,540 $277K 0.01% -5,179 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 5,620 $276K 0.45% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,477 $269K 0.1% -2,000 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for First Heartland Consultants, Inc. 5,412 $266K 0.02% -838 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 5,339 $262K 0.1% +89 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,966 $244K 0.15% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,900 $241K 0.01% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,852 $238K 0.11% +168 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 4,699 $231K <0.01% +40 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,580 $225K 0.03% -596 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,480 $220K <0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,472 $220K 0.01% new 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 4,405 $216K 0.06% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,297 $211K 0.01% -438 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,130 $203K 0.02% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,125 $203K 0.1% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,120 $202K 0.01% -48,585 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,747 $184K 0.06% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,119 $153K 0.03% -6,725 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,825 $139K 0.13% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,721 $134K 0.01% -1,736 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,561 $126K 0.1% -708 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,173 $107K 0.04% -385 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,131 $105K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,033 $99.8K <0.01% +707 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,000 $98.2K 0.01% new 13F-HR/A Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,889 $92.8K 0.11% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,851 $90.9K 0.07% +323 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,771 $87K 0.03% -157 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,677 $83.8K 0.03% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,500 $73.7K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,394 $68.4K <0.01% -78 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,271 $63K 0.03% +433 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,250 $61.4K 0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,065 $52.3K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,050 $51.6K <0.01% +550 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,004 $49.3K <0.01% +215 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 975 $47.9K <0.01% +872 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 970 $47.6K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 932 $45.8K 0.01% -941 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 885 $43.5K 0.02% -118 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 700 $34.4K <0.01% -250 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 647 $31.8K <0.01% -1,794 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 572 $28.1K 0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 500 $24.6K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 451 $22.5K 0.01% -252 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 436 $21.4K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 400 $19.6K 0.06% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 354 $17.4K <0.01% -671 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 236 $11.6K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 192 $9.45K <0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 97 $4.76K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 80 $3.93K <0.01% 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 76 $3.73K <0.01% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 45 $2.21K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 27 $1.33K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4 $196 <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $48 <0.01% new 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1 $11 <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.