TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,617 $412K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,613 $409K <0.01% 0 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,593 $404K 0.31% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,548 $403K <0.01% -29 13F-HR Timeline TLWM More: the full row for TLWM 1,575 $400K 0.08% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,568 $398K 0.04% +557 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,550 $393K 0.01% +20 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,533 $389K 0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,372 $375K <0.01% 0 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,450 $368K <0.01% +262 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,418 $360K 0.01% +4 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,390 $353K 0.03% -26 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,387 $352K 0.09% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,358 $345K <0.01% +525 13F-HR Timeline Group WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,340 $340K 0.05% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,326 $337K <0.01% +32 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 0 $335K 0.1% new 13F-HR Timeline Amount filed as zero, left out of ratios. Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,306 $332K 0.04% -114 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,290 $328K 0.17% -73 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,285 $326K 0.16% +4 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,250 $317K 0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,250 $317K 0.03% +32 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,210 $307K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,191 $303K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,168 $296K <0.01% -71 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,150 $292K 0.02% +300 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,136 $288K 0.04% new 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,130 $287K 0.16% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,119 $284K 0.01% -210 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,114 $283K 0.04% +3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,114 $283K 0.15% -490 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,105 $281K 0.11% -17 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,102 $280K 0.02% -77 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,087 $276K 0.02% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,073 $272K 0.06% +29 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,055 $268K <0.01% -519 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,049 $266K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,045 $265K 0.01% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,031 $262K <0.01% -406 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,028 $261K 0.04% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,028 $261K 0.03% +2 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,027 $261K 0.02% +1 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,023 $260K 0.01% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,002 $254K 0.13% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 990 $251K 0.05% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 971 $246K 0.2% +2 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 957 $243K <0.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 934 $237K <0.01% -242 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 912 $232K 0.02% -11,081 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 903 $229K 0.03% +3 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 901 $229K 0.1% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 900 $228K 0.1% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 887 $225K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 869 $220K <0.01% +307 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 866 $220K 0.01% +46 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 865 $220K 0.16% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 845 $215K <0.01% 0 13F-HR Timeline Group Berkeley, Inc More: the full row for Berkeley, Inc 845 $215K 0.1% -60 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 833 $211K <0.01% +664 13F-HR Timeline Group Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 824 $209K 0.05% 0 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 820 $208K 0.19% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 806 $205K 0.01% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 806 $205K 0.03% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 804 $204K <0.01% +1 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 800 $203K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 743 $189K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 700 $178K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 632 $161K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 621 $158K 0.02% +144 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 521 $132K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 348 $88.3K 0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 324 $82.4K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 316 $80.2K <0.01% -228 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 265 $67.3K <0.01% -100 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 238 $60.4K 0.05% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 221 $56.1K 0.01% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 179 $45.4K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 160 $40.8K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 158 $40.1K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 158 $39.9K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 155 $39.5K 0.01% -1,199 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 145 $36.8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 140 $35.5K <0.01% +40 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/ 140 $35.5K <0.01% 0 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 130 $33K 0.02% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 124 $31.6K 0.02% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 124 $31K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 114 $28.9K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $25.4K <0.01% 0 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 93 $23.6K <0.01% 0 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 80 $20.4K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 80 $20.3K <0.01% 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 60 $15.2K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 55 $13.8K <0.01% +13 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 52 $13.3K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 51 $12.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 48 $12.2K <0.01% -38 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 45 $11.4K <0.01% +24 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 36 $8.86K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 33 $8.38K 0.01% +10 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 31 $7.87K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 30 $7.62K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20 $5.08K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13 $3K <0.01% -68 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 10 $2.56K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10 $2.54K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3 $762 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2 $531 <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1 $255 <0.01% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1 $254 <0.01% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 1 $244 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.