D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,874 $229K <0.01% +277 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,860 $228K 0.1% -700 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,849 $227K 0.01% -366 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,846 $227K 0.01% +119 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,840 $227K 0.04% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,832 $226K 0.12% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,831 $226K 0.01% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,813 $225K 0.07% -2 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,802 $224K 0.04% -2,802 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,797 $223K 0.05% +7 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,795 $223K 0.08% +7 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,756 $220K 0.13% 0 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,750 $219K 0.01% 0 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 2,741 $219K 0.32% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,730 $218K 0.06% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,728 $218K 0.03% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,684 $217K 0.13% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,705 $216K <0.01% -552 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,698 $215K 0.01% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,683 $214K 0.15% -1,817 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,679 $214K 0.07% -302 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,675 $213K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,667 $213K 0.02% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,656 $212K 0.09% +2,656 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,655 $212K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,628 $210K 0.05% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,615 $209K 0.06% +7 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,600 $207K 0.04% -370 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,598 $207K 0.02% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,594 $207K 0.01% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,586 $206K 0.02% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,572 $205K 0.05% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,546 $203K 0.02% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,536 $202K 0.07% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,525 $201K 0.03% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,523 $201K 0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,338 $187K 0.04% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,319 $185K <0.01% +307 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2,237 $180K 0.01% -80 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,217 $177K 0.07% -574 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,212 $176K 0.01% +508 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,166 $173K 0.01% -3,681 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,147 $171K 0.02% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,130 $169K 0.03% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,091 $167K <0.01% +1,300 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,023 $161K 0.08% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,960 $156K <0.01% -174 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,917 $153K 0.02% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,837 $147K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,827 $146K 0.06% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,777 $142K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,722 $137K 0.09% +1,503 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,720 $137K 0.01% +100 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,707 $136K <0.01% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,706 $136K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,627 $130K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,625 $130K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,604 $128K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,589 $127K 0.05% -3,121 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,584 $126K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,574 $126K <0.01% -101 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,547 $123K <0.01% -57 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,492 $119K 0.01% +1,082 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,481 $118K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,450 $116K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for Ramirez Asset Management, Inc. 1,300 $104K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,279 $102K <0.01% +177 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,251 $99.8K 0.01% +768 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,200 $95.7K 0.03% +129 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,198 $95.6K <0.01% +858 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,174 $93.7K <0.01% +250 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,161 $92.6K <0.01% +120 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,120 $89.4K 0.03% +560 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,095 $87.4K 0.02% +25 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,067 $86.1K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,071 $85.5K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,061 $84.7K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,053 $84K 0.01% +311 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,043 $83.2K 0.05% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,028 $82K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,028 $82K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 992 $80.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,000 $79.8K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 951 $75.9K 0.02% +51 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 936 $74.7K 0.01% -134 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 67,702 $67.7K 0.03% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 802 $64K 0.05% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 800 $63.8K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 798 $63.7K 0.01% +2 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 761 $60.7K 0.03% -1 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 750 $59.9K 0.05% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 729 $58.2K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 720 $57.5K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 711 $56.7K <0.01% -283 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 707 $56.4K <0.01% -482 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 704 $56.2K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 670 $53.5K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 582 $46.1K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 575 $45.9K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 556 $44.4K 0.01% +5 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 552 $44K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 516 $41.2K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 510 $40.7K <0.01% -45 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 496 $39.6K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 468 $37.3K <0.01% -103 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 461 $36.8K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 445 $35.5K 0.01% +265 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 443 $35.4K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 443 $35.3K 0.02% +56 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 435 $34.7K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 426 $34K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 425 $33.9K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 400 $31.9K 0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 400 $31.9K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 390 $31.1K 0.03% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 372 $29.7K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 364 $29K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 357 $28.5K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 356 $28.4K <0.01% +1 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 347 $27.7K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 342 $27.3K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 304 $24.3K 0.02% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 303 $24.2K 0.01% +1 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $23.9K 0.01% new 13F-HR Timeline Decker Retirement Planning Inc. 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More: the full row for LANARK FINANCIAL, INC. 74 $5.91K <0.01% -82 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 69 $5.48K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 66 $5.27K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 65 $5.25K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 65 $5.19K <0.01% 0 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 64 $5.11K <0.01% -4,896 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 60 $4.89K <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 61 $4.87K <0.01% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 60 $4.79K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 56 $4.47K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 53 $4.23K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 52 $4.15K <0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 50 $3.99K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 48 $3.83K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 43 $3.43K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 41 $3.26K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 40 $3.19K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 38 $3K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 36 $2.87K <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 36 $2.87K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 35 $2.78K <0.01% -2,030 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 26 $2.08K <0.01% +6 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 23 $2K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 25 $2K <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 23 $1.83K <0.01% -170 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 18 $1.44K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 15 $1.2K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 15 $1.2K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10 $798 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8 $641 <0.01% -8 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 345 $275 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1 $80 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 0 $35 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.