NWAM LLC More: the full row for NWAM LLC 24,279 $1.21M 0.1% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 22,986 $1.14M 0.16% +2,734 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,858 $1.14M <0.01% +17,394 13F-HR/A Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 22,778 $1.12M 0.09% new 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 22,082 $1.1M 0.6% +3,312 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 22,062 $1.1M 0.13% +127 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 19,968 $993K 0.26% +13,710 13F-HR Timeline Group Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 19,664 $978K 0.59% +8,049 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 19,420 $966K 0.05% -28,170 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 19,292 $959K 0.07% -9,264 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 19,251 $957K 0.52% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,651 $928K 0.06% +2,495 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,626 $926K 0.04% +14,126 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 18,214 $906K 0.12% +26 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 18,122 $901K 0.52% -8,943 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 18,003 $895K <0.01% -3,891 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,994 $895K 0.07% +2,499 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,912 $891K <0.01% new 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 17,857 $888K 0.17% -649 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,694 $880K <0.01% +1,178 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 17,672 $879K 0.06% -255,432 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 17,488 $870K 0.18% 0 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 17,469 $869K 0.43% +2,287 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 17,361 $863K <0.01% +1 13F-HR/A Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,882 $790K 0.04% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,691 $780K 0.02% -423 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 15,231 $757K 0.18% -1,033 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 15,165 $754K 0.17% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,267 $709K 0.02% -355 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 14,113 $702K 0.28% +2,924 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,085 $700K <0.01% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 14,068 $699K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,021 $697K 0.06% new 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 13,842 $688K 0.74% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 13,808 $687K 0.07% +2,028 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 13,718 $682K 0.65% +107 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,370 $616K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,350 $614K 0.03% +7,276 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,627 $577K 0.05% +7,313 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 11,118 $553K 0.11% +3,301 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 11,058 $550K 0.46% -61 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 11,052 $545K 0.02% +6,758 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 10,854 $540K 0.07% +137 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 10,767 $535K 0.27% new 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 10,728 $533K 0.36% -3,570 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,302 $512K 0.09% +1,416 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,963 $495K 0.01% -142 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 9,845 $490K 0.57% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 9,466 $471K 0.21% -3,934 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,376 $466K 0.03% +65 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,379 $465K 0.28% -279,630 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 9,256 $460K 0.19% -1,500 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,944 $445K 0.02% -2,415 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,672 $431K 0.03% +10 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,209 $408K 0.1% +99 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 8,101 $403K 0.07% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,966 $396K 0.27% -141 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,679 $382K 0.06% +6,251 13F-HR/A Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 7,637 $380K 0.14% +1,176 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7,630 $379K 0.28% +118 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,627 $379K <0.01% +97 13F-HR Timeline Group LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 7,576 $377K 0.14% +96 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,515 $374K 0.04% -79 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,467 $371K <0.01% +6,920 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,455 $371K 0.03% +2,651 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,427 $369K <0.01% new 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 7,312 $364K 0.04% new 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,232 $360K 0.03% +89 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 7,220 $359K 0.32% -7,865 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,060 $351K 0.04% -216 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 7,034 $349K 0.08% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,707 $334K 0.02% -258 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 6,469 $322K 0.03% +27 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,249 $311K 0.04% -3,485 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,176 $307K 0.01% -96,041 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 6,013 $299K 0.16% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,984 $298K 0.02% +27 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,880 $292K 0.01% -1,614 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,744 $286K 0.06% new 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 5,741 $286K 0.19% +881 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,738 $285K 0.01% +18 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,629 $280K 0.01% +1,844 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,483 $273K <0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,446 $271K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,300 $264K <0.01% -400 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 5,214 $258K 0.03% -973 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,182 $258K 0.25% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,141 $256K <0.01% -8,231 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,100 $254K <0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,090 $253K <0.01% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,042 $251K 0.04% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 4,992 $248K 0.32% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,942 $246K 0.04% -220,825 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,867 $242K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,867 $242K <0.01% new 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,719 $235K 0.02% +195 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,522 $225K 0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,422 $220K <0.01% -1,018 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,350 $216K 0.1% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,330 $215K 0.03% -200 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 4,311 $214K 0.16% +232 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,300 $214K 0.04% -2,446 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,231 $210K 0.01% -991 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 4,190 $208K 0.08% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,083 $203K 0.06% -289 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 4,042 $201K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,002 $199K 0.01% +2,610 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,650 $182K <0.01% +1,800 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,504 $174K 0.02% +970 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,400 $169K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,689 $134K 0.02% +1,865 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2,574 $128K 0.05% +28 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,034 $101K 0.07% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,794 $89.2K 0.01% +529 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,644 $81.8K 0.01% -279 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,396 $69.4K 0.04% +544 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,302 $64.5K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,214 $60.4K <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,150 $57.2K <0.01% -322,185 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 1,137 $56.5K 0.03% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,079 $53.7K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,076 $53.5K <0.01% +1,015 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 892 $44.4K 0.01% -242 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 796 $39.6K <0.01% -193 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 650 $32.3K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 509 $25.3K 0.01% -909 13F-HR/A Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 503 $25K 0.01% -985 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 492 $24.5K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 429 $21.2K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 381 $18.9K <0.01% -35 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 341 $17K 0.01% +300 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 301 $14.9K <0.01% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 300 $14.9K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 272 $13.5K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 237 $11.8K <0.01% -15 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 225 $11.2K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 188 $9.35K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 184 $9.15K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 110 $5.47K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 100 $4.97K <0.01% new 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 100 $4.97K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 100 $4.97K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 91 $4.52K <0.01% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 86 $4.28K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 51 $2.54K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 43 $2.14K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 41 $2.04K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19 $945 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10 $497 <0.01% -239 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $48 <0.01% -4 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,250 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.