Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 3,398 $263K 0.13% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 3,537 $261K 0.03% +5 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 3,305 $256K 0.18% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,288 $255K 0.04% -1,130 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,238 $251K 0.02% 0 13F-HR Timeline Group Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 3,116 $241K 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,086 $239K <0.01% -1,549 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,067 $238K <0.01% -9,433 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,062 $237K 0.02% -40 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,050 $236K 0.02% +150 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,032 $235K 0.14% 0 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 3,027 $234K 0.12% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,000 $232K 0.05% -81 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 2,995 $232K 0.2% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,958 $229K 0.01% +235 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,881 $223K 0.01% -38,881 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,862 $222K 0.01% +195 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,847 $221K <0.01% +300 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,825 $219K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,815 $218K <0.01% +165 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 2,777 $215K 0.11% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,637 $204K 0.01% +200 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,277 $176K 0.04% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,266 $175K <0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,209 $171K <0.01% +351 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,800 $139K 0.08% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,744 $135K 0.08% -243 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,677 $130K 0.07% -398 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,660 $129K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,655 $128K 0.01% +15 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,500 $116K 0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,450 $112K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,430 $111K 0.01% -3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,360 $105K 0.02% -188 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,000 $77.5K 0.01% 0 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 974 $75.4K <0.01% -97 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 916 $71K 0.01% -1 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 907 $70.3K 0.04% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 905 $70.1K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 850 $65.8K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 801 $62.1K 0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 752 $58.2K <0.01% +602 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 720 $55.8K <0.01% -1,700 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 700 $54.3K <0.01% -1,775 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 672 $52.1K <0.01% -192 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 621 $48.1K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 614 $47.6K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 608 $47.1K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 600 $46.5K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 582 $45.1K <0.01% +196 13F-HR Timeline Group City State Bank More: the full row for City State Bank 570 $44.2K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 520 $40.3K <0.01% +220 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 500 $38.7K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 494 $38.3K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 490 $38K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 471 $36.5K 0.01% +81 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 444 $34K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 405 $31K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 394 $30.5K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 388 $30.1K <0.01% 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 376 $29.1K <0.01% +50 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 362 $28K <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 326 $25.3K <0.01% +316 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 324 $25.1K <0.01% +98 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $23.2K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 292 $22.6K 0.01% +192 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 269 $20.8K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 261 $20.2K <0.01% -88 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 253 $19.6K 0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 234 $18.1K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 232 $18K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 230 $17.8K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 230 $17.8K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 222 $17.7K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 227 $17.6K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 225 $17.4K <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 220 $17K <0.01% +120 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 200 $15.5K <0.01% -132 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 200 $15.5K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 197 $15.3K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 187 $14.5K <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 171 $13.8K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 175 $13.6K <0.01% new 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 175 $13.6K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 168 $13K <0.01% 0 13F-HR Timeline Maytree Asset Management Ltd More: the full row for Maytree Asset Management Ltd 168 $13K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 153 $11.9K <0.01% +118 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 150 $11.6K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 150 $11.6K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 149 $11.5K <0.01% -3 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 135 $10.5K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 125 $9.68K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 118 $9.14K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 112 $8.67K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 111 $8.6K <0.01% +53 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 107 $8.29K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 100 $7.75K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 100 $7.75K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 100 $7.75K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 98 $7.6K <0.01% -125 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 79 $6.12K <0.01% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 70 $5.42K <0.01% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 60 $5K 0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 51 $3.91K <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 48 $3.73K <0.01% +8 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 46 $3.56K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 27 $2.08K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 25 $2K <0.01% new 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 20 $1.55K <0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15 $1.21K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 11 $858 <0.01% +3 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6 $465 <0.01% -36 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5 $387 <0.01% new 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) 1 $77 <0.01% -5 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 0 $55 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 25,000 $1.94K new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.