Kinetic Wealth Investment Advisors LLC More: the full row for Kinetic Wealth Investment Advisors LLC 12,925 $378K 0.18% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 12,895 $377K 0.03% -571 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,649 $370K <0.01% +580 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 12,095 $354K 0.07% -49,274 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,092 $354K <0.01% -18 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 12,092 $354K 0.06% -18 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,876 $347K <0.01% -29,966 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 11,823 $346K 0.1% +148 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,783 $345K <0.01% new 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 11,781 $344K 0.11% -209 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,737 $343K <0.01% +11 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,564 $338K 0.01% +298 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,543 $338K 0.02% +300 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 11,246 $329K 0.16% +70 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 11,128 $325K 0.04% -1,128 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 11,074 $324K 0.22% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,700 $313K 0.01% +2,200 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 10,692 $313K 0.01% -28 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,680 $312K 0.02% -330 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10,719 $310K 0.04% -1,053 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 10,474 $306K 0.2% +157 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 10,369 $303K 0.06% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 10,369 $303K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,351 $303K <0.01% -551 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,239 $299K 0.04% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,147 $297K 0.01% -4,510 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,107 $296K <0.01% new 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,082 $295K 0.02% +82 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,658 $282K 0.01% -3,327 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 9,364 $274K 0.02% -11,995 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 9,329 $273K 0.07% -483,517 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,327 $273K 0.01% -1,896 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 9,217 $269K 0.29% -1,374 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 8,938 $261K 0.21% new 13F-HR/A Timeline David J Yvars Group More: the full row for David J Yvars Group 8,768 $256K 0.13% -6,309 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,731 $255K 0.13% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,676 $254K 0.13% -244 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,513 $249K +3,226 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,144 $238K <0.01% -1 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 8,106 $237K 0.13% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,012 $234K <0.01% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,947 $232K 0.01% -100 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,775 $227K <0.01% -145 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,718 $226K 0.1% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,624 $223K 0.05% -1,164 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 7,527 $220K 0.07% -2,383 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,385 $216K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7,381 $216K 0.03% +4 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,327 $214K <0.01% new 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,032 $206K 0.07% -51 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,838 $171K <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5,011 $147K 0.05% -5 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 4,925 $144K 0.03% 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 4,676 $137K 0.12% +14 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 3,548 $104K 0.03% +40 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,199 $93.5K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,001 $87.4K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,928 $85.6K <0.01% 0 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,808 $81.8K 0.01% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,644 $77.3K <0.01% +2,323 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,464 $72K 0.01% +5 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,980 $57.9K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,802 $52.7K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,555 $45.5K <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,465 $42.8K 0.03% -3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,300 $38K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,281 $37.5K 0.01% -6 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,114 $32.6K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,009 $29.5K <0.01% -1,025 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,000 $29.2K 0.02% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 968 $28.3K <0.01% +5 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 951 $27.8K 0.01% +5 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 925 $27K <0.01% new 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 866 $25.3K <0.01% -172 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 815 $23.8K <0.01% +564 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 766 $22.4K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 734 $21.5K <0.01% -4,345 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 690 $20.2K <0.01% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 24,432 $20.2K <0.01% 0 13F-HR/A Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 634 $18.5K 0.04% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 623 $18.2K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 619 $18.1K <0.01% +251 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 556 $16.3K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 550 $16.1K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 541 $15.8K <0.01% +2 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 420 $12.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 406 $11.8K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 401 $11.7K <0.01% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 330 $9.65K <0.01% +6 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 309 $9K <0.01% -73 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 300 $8.77K <0.01% 0 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 284 $8.3K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 237 $6.93K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 232 $6.78K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 201 $5.88K <0.01% +197 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 196 $5.83K <0.01% +36 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 195 $5.7K <0.01% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 185 $5.41K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 167 $4.88K <0.01% -3,179 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 158 $4.62K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 151 $4.42K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 135 $3.95K <0.01% +2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 135 $3.95K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 121 $3.54K <0.01% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 112 $3.27K <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 108 $3.17K <0.01% -639 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 108 $3.16K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 100 $2.92K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 96 $2.79K <0.01% +4 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 85 $2.5K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 80 $2.34K <0.01% +42 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 66 $1.93K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 64 $1.88K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 60 $1.75K <0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 55 $1.61K <0.01% 0 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 51 $1.49K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 49 $1.43K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 40 $1.17K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 40 $1.17K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 42 $1K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 27 $789 <0.01% +7 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 23 $672 <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 15 $439 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4 $113 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $52 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $29 <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.