Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,400 $74.9K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,398 $74.8K <0.01% +1,032 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,274 $68.2K <0.01% -188 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/ 1,251 $66.9K <0.01% -45 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,125 $60.2K 0.01% +25 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,100 $58.9K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,012 $54.2K <0.01% -1,285 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 1,000 $54K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 746 $39.9K <0.01% +10 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 657 $35.2K 0.01% -663 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 643 $34.4K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 612 $32.8K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 600 $32.1K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 566 $30.3K <0.01% +16 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 517 $28K <0.01% +90 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 600 $27.8K <0.01% new 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 500 $26.8K <0.01% -500 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 465 $24.9K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 452 $24.2K <0.01% +10 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 451 $24.1K <0.01% +32 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 422 $22.6K <0.01% +16 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 364 $19.8K <0.01% +292 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 356 $19K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 350 $18.7K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 342 $18K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 274 $14.7K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 251 $13.4K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 237 $12.7K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 230 $12.3K <0.01% +27 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 226 $12.1K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 223 $11.9K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 196 $10.5K <0.01% -16 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 175 $9.37K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 154 $9K <0.01% +43 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 150 $8.03K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 143 $7.66K <0.01% -130 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 143 $7.66K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 140 $7.5K <0.01% +11 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 135 $7.23K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 129 $6.91K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 119 $6.37K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 118 $6.32K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 109 $5.83K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 107 $5.73K <0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 100 $5.35K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 100 $5.35K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $5.35K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $5.35K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 94 $5.03K <0.01% -58 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 100 $5K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 100 $5K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 80 $4.28K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 80 $4.28K <0.01% -30 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 80 $4.28K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 74 $3.96K <0.01% -6 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 71 $3.8K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 69 $3.69K <0.01% -5 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 66 $3.53K <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 63 $3.37K <0.01% new 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 60 $3.21K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 55 $2.94K <0.01% -500 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 50 $2.68K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 50 $2.68K <0.01% 0 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 46 $2.46K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 46 $2.46K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 40 $2.14K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 35 $1.87K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 30 $1.61K <0.01% -12 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 30 $1.61K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 25 $1.34K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 20 $1.07K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 37 $1K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 18 $968 0.03% +3 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 18 $943 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $910 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12 $642 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11 $589 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 10 $536 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10 $535 <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 9 $482 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $428 <0.01% new 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 8 $428 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5 $268 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $268 <0.01% -1,359 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 4 $214 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $161 <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3 $161 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2 $108 <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1 $54 <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1 $54 <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1 $54 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.