Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,467 $174K 0.01% new 13F-HR/A Timeline Titiun Yejiel More: the full row for Titiun Yejiel 15,425 $173K 0.18% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 15,331 $172K 0.07% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,308 $172K 0.02% +3,010 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 15,157 $170K 0.07% +173 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 14,923 $168K <0.01% -7,867 13F-HR/A Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 14,808 $166K 0.04% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,755 $166K <0.01% -68,503 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,500 $163K 0.01% +2,000 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 14,370 $161K 0.02% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,306 $161K <0.01% +38 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 14,250 $160K 0.02% -2,150 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 13,946 $157K 0.02% +161 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,735 $154K <0.01% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,700 $154K 0.03% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 13,588 $153K 0.04% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 13,250 $149K 0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,128 $147K 0.02% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 13,049 $147K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,912 $146K <0.01% +874 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 12,545 $141K 0.05% +28 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,012 $135K 0.01% +48 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 11,930 $134K 0.01% +137 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 11,798 $132K 0.37% -403 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,745 $132K <0.01% -1,211 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 11,638 $131K 0.04% +1,434 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 11,544 $130K 0.1% -2,644 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 11,499 $129K 0.1% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,449 $129K 0.02% +1,429 13F-HR Timeline Total Clarity Wealth Management, Inc. 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More: the full row for Karras Company, Inc. 10,382 $117K 0.12% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 10,000 $115K 0.07% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,000 $112K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,100 $91K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,432 $83.5K <0.01% -256 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,338 $82.4K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,237 $81.3K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,964 $78K <0.01% +80 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,893 $77.4K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,473 $72.7K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,000 $67.4K 0.06% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,500 $61.8K 0.03% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 5,190 $58K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,982 $56K 0.01% +57 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,823 $54.2K <0.01% +26 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,400 $49K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,937 $44.2K <0.01% +186 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,788 $43.2K <0.01% +16 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 3,806 $42.7K 0.02% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,729 $42.7K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,655 $41K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,195 $35.9K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,189 $35.8K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,135 $35.2K 0.02% +460 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,727 $30.6K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,326 $26.3K <0.01% +27 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,232 $25.1K 0.01% +27 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,009 $22.6K 0.01% +1,061 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,799 $20.4K <0.01% -111 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,732 $19.4K <0.01% -713 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,691 $19K <0.01% -1,284 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,630 $18.3K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,595 $18K <0.01% +18 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,550 $17.4K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,515 $17K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,500 $16.8K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,486 $16.7K 0.01% 0 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 1,331 $14.9K <0.01% 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,131 $12.7K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,156 $12K <0.01% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,015 $11.4K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,015 $11.4K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 930 $10K <0.01% +430 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 761 $8.68K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 756 $8.49K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 645 $7.24K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 636 $7.14K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 583 $6.55K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 537 $6.03K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 519 $5.83K <0.01% -205 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 481 $5.4K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 467 $5.24K <0.01% new 13F-HR/A Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 450 $5.23K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 450 $5.05K <0.01% -750 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 360 $4.11K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 240 $2.69K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 195 $2.23K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 108 $1.21K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 89 $999 <0.01% -201 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) 82 $921 <0.01% -876 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 76 $854 <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 50 $559 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 18 $202 <0.01% -81 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 0 $145 <0.01% -2,120 13F-HR Timeline Amount filed as zero, left out of ratios.