Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 4,268 $549K 0.17% -1,856 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,212 $542K <0.01% +203 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,909 $510K 0.01% -336 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 3,944 $507K 0.38% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,920 $504K <0.01% -60 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,854 $496K 0.17% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 3,825 $492K 1.38% -6,130 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 3,743 $481K 0.46% -334 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,574 $460K 0.08% -17,894 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,548 $456K 0.34% +365 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,527 $454K <0.01% -23,434 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,519 $453K 0.04% -31 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,516 $452K 0.01% +834 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3,513 $452K 0.29% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,500 $450K 0.13% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,490 $449K 0.25% -33,402 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,450 $444K 0.15% -829 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,448 $444K 0.06% -400 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,402 $438K <0.01% -542 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,276 $421K 0.03% -141 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,247 $418K 0.2% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,213 $413K 0.11% -9,531 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,212 $413K 0.03% +380 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,150 $405K 0.26% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,141 $404K 0.02% +1,287 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,087 $397K 0.04% -684 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,062 $394K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,028 $390K <0.01% -24,477 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,962 $381K 0.05% +538 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,025 $376K 0.02% +264 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,904 $374K <0.01% -1,447 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,896 $373K 0.04% +16 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,826 $364K 0.01% +235 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,800 $360K 0.11% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,764 $356K 0.06% -2 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,761 $355K <0.01% -15 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 2,734 $352K 0.07% +978 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,717 $349K 0.01% -2,397 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,614 $345K 0.01% +49 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,671 $344K 0.01% new 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2,669 $343K 0.18% -394 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,667 $343K <0.01% +303 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,619 $337K 0.29% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,613 $336K <0.01% -533 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,591 $333K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2,584 $332K 0.08% -188 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,551 $328K 0.09% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,491 $320K 0.06% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 2,472 $318K 0.15% -256 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,457 $316K 0.24% -37 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,456 $316K 0.05% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,407 $314K 0.04% +14 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,393 $308K <0.01% +526 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,375 $305K <0.01% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,361 $304K <0.01% -147 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,348 $302K 0.1% +766 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,331 $300K 0.03% -533 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,324 $299K 0.02% +105 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,284 $294K 0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,277 $293K 0.06% -23,115 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,252 $290K 0.25% -1,728 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,155 $277K 0.05% -5,251 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,136 $275K 0.31% +132 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,113 $272K <0.01% new 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,092 $269K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,064 $265K 0.13% +294 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,058 $265K 0.04% -437 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,044 $263K 0.02% -122 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,040 $262K <0.01% +119 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,028 $261K 0.01% +1,497 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,000 $257K 0.21% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,959 $252K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,946 $250K 0.01% -2,196 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,942 $250K 0.02% -5,765 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,924 $247K 0.02% new 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,890 $243K 0.01% +5 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,850 $238K 0.01% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,800 $232K 0.12% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,754 $226K <0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,739 $224K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,737 $223K 0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,715 $221K <0.01% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,681 $216K 0.03% new 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,660 $214K 0.03% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,649 $212K 0.2% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,649 $212K 0.03% -6,171 13F-HR/A Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,602 $206K <0.01% new 13F-HR Timeline Group Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 1,589 $204K 0.29% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,565 $201K 0.22% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,420 $183K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,400 $180K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,312 $169K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,112 $143K <0.01% +370 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,093 $141K <0.01% -294 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,089 $140K 0.07% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,074 $138K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 929 $119K <0.01% +2 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 905 $116K <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 903 $116K 0.03% -16 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 875 $113K <0.01% -450 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 716 $92.1K <0.01% -849 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 671 $87K 0.04% +132 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 580 $74.6K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 575 $74K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 568 $73.1K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 525 $67.5K <0.01% +525 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 481 $61.9K 0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 453 $58.3K 0.04% new 13F-HR/A Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 388 $49.9K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 350 $45K 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 333 $42.8K <0.01% -1,046 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 330 $42.5K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 290 $37.3K <0.01% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 265 $34.1K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 257 $32.8K 0.02% -28 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 245 $31.5K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 244 $31.4K <0.01% -101 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 244 $31.4K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 226 $29K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 216 $27.8K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 209 $26.9K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 200 $25.7K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 178 $22K <0.01% +68 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 161 $20.7K 0.01% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 145 $18.7K <0.01% -4,682 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 138 $17.7K <0.01% 0 13F-HR/A Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 120 $15.4K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 120 $15.4K <0.01% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 116 $14.9K <0.01% -85 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 107 $13.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 101 $13K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 100 $12.9K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 89 $11.5K <0.01% +22 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 87 $11.2K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 83 $10.7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 69 $8.88K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 59 $7.55K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 55 $7.08K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 47 $6.05K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 45 $5.84K <0.01% 0 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 38 $4.92K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 29 $3K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 21 $2.71K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 18 $2.32K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 17 $2.19K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16 $2.06K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4 $520 <0.01% new 13F-HR Timeline 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.