Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,087 $451K <0.01% +1,016 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,071 $447K 0.03% +285 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,999 $432K 0.04% -220 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,939 $419K 0.05% +112 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,022 $419K <0.01% -2,538 13F-HR/A Timeline Group Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 1,937 $418K 0.31% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,925 $416K 0.05% -46 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,874 $405K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,874 $405K <0.01% -61 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,868 $403K 0.07% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,842 $398K <0.01% new 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,839 $397K 0.25% -36 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,817 $392K 0.3% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,785 $386K 0.04% -123 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,777 $384K <0.01% -60 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,757 $379K <0.01% 0 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 1,721 $372K 0.05% -42 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/ 1,720 $371K <0.01% 0 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,717 $371K 0.02% -7,980 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,705 $368K 0.01% -131 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,700 $367K 0.05% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,654 $357K <0.01% 0 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 1,607 $347K 0.08% 0 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 1,567 $338K 0.19% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,554 $336K <0.01% +113 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,547 $334K 0.05% +25 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,533 $331K <0.01% -861 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,515 $327K 0.04% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,196 $325K 0.1% -103 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,475 $319K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,474 $318K 0.01% -655 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,459 $315K 0.03% -64,705 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,433 $310K 0.22% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,432 $309K 0.01% -657 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,419 $306K 0.01% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,373 $297K 0.15% -68 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 1,372 $296K 0.26% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,346 $291K <0.01% +163 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,301 $281K <0.01% -117 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for Palogic Value Management, L.P. 1,277 $276K 0.12% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 1,275 $275K 0.13% +2 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,267 $274K <0.01% -383 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,255 $271K 0.06% -247 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,251 $270K 0.15% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,219 $263K 0.06% -855 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,197 $259K <0.01% 0 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,176 $254K 0.05% -201 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,173 $253K 0.08% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 1,172 $253K 0.09% -112 13F-HR/A Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,170 $253K 0.21% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,166 $252K 0.01% +58 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,159 $250K <0.01% -866 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 910 $243K 0.02% -144 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,120 $242K <0.01% -20 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,115 $241K 0.04% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,098 $237K 0.02% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,097 $237K <0.01% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,090 $235K 0.08% -25 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,075 $232K 0.17% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 799 $228K 0.13% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,053 $227K 0.16% +195 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,043 $225K <0.01% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,037 $224K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 994 $215K 0.01% +19 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 994 $215K <0.01% +32 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 987 $213K 0.09% -5 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 962 $208K 0.09% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 960 $207K 0.02% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 959 $207K 0.01% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 954 $206K 0.04% -1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 952 $206K <0.01% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 944 $204K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 944 $204K 0.02% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 937 $202K 0.04% -364 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 937 $202K 0.02% +9 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 937 $202K 0.08% -5,939 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 932 $201K 0.01% -39 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 931 $201K 0.01% -292 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 920 $199K 0.01% +47 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 891 $192K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 866 $187K 0.08% -35 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 815 $176K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for DAGCO, INC. 702 $152K 0.03% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 700 $151K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 694 $150K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 673 $145K 0.05% -1 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 623 $135K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 597 $129K 0.09% -39 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 591 $128K 0.04% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 506 $109K 0.04% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 503 $109K <0.01% -6,698 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 468 $101K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 450 $97.2K <0.01% +190 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 444 $95.9K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 384 $82.9K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 365 $80K 0.02% +146 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 365 $78.8K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 207 $44.7K <0.01% +96 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 203 $43.8K 0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 201 $43.4K 0.04% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 200 $43.2K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 185 $40K <0.01% -457 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 192 $39.8K <0.01% -20 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 182 $39.3K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 175 $37.8K <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 170 $36.7K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 170 $36.7K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 167 $36.1K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 160 $34.6K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 150 $32.4K <0.01% -50 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 150 $32.4K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 141 $31.3K <0.01% -540 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 140 $30.2K 0.01% -32 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 129 $27.9K 0.01% +4 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 120 $26K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 120 $25.9K <0.01% +80 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 119 $25.7K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 116 $25.1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 92 $20K <0.01% -33 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 91 $19.7K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 91 $19.7K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 91 $19.5K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 89 $19.2K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 89 $19.2K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 88 $19K 0.01% -1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 71 $15.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 69 $14.9K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 66 $14.3K <0.01% +12 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 60 $13K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 59 $12.7K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 58 $12.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 53 $11.4K <0.01% -69 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 52 $11.2K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 50 $10.8K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 50 $10.8K 0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 47 $10.2K <0.01% new 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 38 $8.21K <0.01% -111 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 35 $7.56K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 35 $7.56K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 32 $6.92K <0.01% +11 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 32 $6.91K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 30 $6.48K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 29 $6.2K <0.01% +1 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 26 $5.62K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for DHJJ Financial Advisors, Ltd. 2 $432 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $92 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.