Argent Trust Co More: the full row for Argent Trust Co 18,915 $997K 0.03% -1,087 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 18,880 $995K 0.46% -375 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,605 $981K 0.03% -3,807 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 18,452 $973K 0.16% +1,472 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 29,458 $971K 0.15% +9,096 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 18,399 $970K 0.39% +3,583 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 18,395 $970K 0.35% -6,636 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 18,264 $963K <0.01% -3,195 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,244 $962K 0.02% +2,722 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 18,073 $953K 0.09% +2,400 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 11,799 $922K 0.48% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 17,110 $902K 0.35% +11,220 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 19,757 $900K 0.28% -4,538 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 16,895 $891K 0.34% +2,235 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 16,644 $877K 0.06% -4,637 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 16,363 $863K 0.8% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 16,337 $861K 0.55% -2,948 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 16,057 $847K 0.41% -2,552 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 16,031 $845K 0.17% -4,348 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 16,014 $844K 0.2% +2,363 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 15,292 $806K 0.23% -3,278 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 15,256 $804K 0.26% new 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 14,937 $787K 0.11% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 14,828 $782K 0.11% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,913 $773K 0.03% new 13F-HR Timeline Group Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 14,651 $772K 0.62% +6,879 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,529 $766K <0.01% +11,952 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 14,462 $762K 0.32% -2,371 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 14,282 $753K 0.17% -363 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,231 $750K 0.03% -382 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 14,198 $749K 0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 13,749 $725K 0.25% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 13,614 $718K 0.14% +5,870 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,595 $717K 0.02% -3,245 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,575 $716K 0.12% -1,008 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 13,566 $715K 0.16% -20,504 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,218 $697K <0.01% -3,159 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 13,167 $694K +4,191 Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 13,070 $689K 2.8% -3,918 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12,962 $683K 0.12% +4,939 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 12,790 $674K 0.48% +2,079 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,757 $673K 0.01% +11,635 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 12,650 $667K 0.34% +2,198 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 12,612 $665K 0.1% +462 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 12,593 $664K 0.18% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 12,254 $646K 0.18% +2,259 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 12,140 $640K 0.16% +551 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 12,109 $638K 0.06% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,067 $636K 0.19% -50,462 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 12,024 $634K 0.28% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 11,528 $608K 0.16% -2,844 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,456 $604K 0.01% new 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 11,389 $600K 0.07% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,274 $594K 0.05% -1,233 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 11,088 $585K 0.03% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 11,055 $583K 0.02% -3,616 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,047 $582K 0.04% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 11,038 $582K 0.25% +2,093 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 10,986 $579K 0.07% -4,028 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 10,755 $567K 0.07% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,636 $561K 0.02% new 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 10,627 $560K 2.11% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10,586 $558K 0.13% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 10,093 $532K 0.31% -1,864 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 10,079 $531K 0.28% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 10,055 $530K 0.08% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 10,030 $529K 0.34% -2,965 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 10,018 $528K 0.81% +680 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 9,957 $525K 0.18% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,791 $516K <0.01% +5,083 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,498 $501K 0.03% +1,010 13F-HR Timeline Group First Growth Capital LLC More: the full row for First Growth Capital LLC 9,393 $495K 0.38% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,319 $491K 0.01% new 13F-HR Timeline Group Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 9,225 $486K 0.31% -802 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,027 $476K 0.13% +44 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,962 $472K 0.03% +5,426 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,935 $471K 0.02% +2,450 13F-HR Timeline Group Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 8,823 $465K 0.42% -12,883 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8,765 $462K 0.12% -1,356 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,727 $460K 0.05% +94 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,692 $458K 0.43% -837 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 8,661 $457K 0.37% -2,882 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,534 $450K 0.02% -1,962 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,459 $446K 0.24% -3,821 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 8,409 $443K 0.31% +693 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 8,222 $433K 0.29% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,221 $433K 0.02% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,139 $429K <0.01% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 8,022 $423K 0.2% -2,055 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,943 $419K 0.26% -860 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,900 $416K 0.23% -350 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 7,859 $414K 0.16% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 7,832 $413K 0.35% -183 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,746 $408K 0.1% -2,060 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,725 $407K 0.13% -2,273 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 7,688 $405K 0.07% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,231 $397K 0.04% -39 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,519 $396K 0.17% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 7,413 $391K 0.7% -1,396 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,389 $390K 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 7,310 $385K 0.01% -4,328 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,231 $381K 0.04% +1,557 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 7,213 $380K 0.26% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,151 $377K <0.01% -553 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,145 $377K 0.06% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,017 $370K <0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,911 $364K 0.01% +12 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,862 $362K <0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,822 $360K 0.03% +256 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,822 $360K 0.04% -2,360 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 6,794 $358K 0.09% -2,392 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,684 $352K 0.03% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,683 $352K 0.15% -1,740 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 6,640 $350K 0.07% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,599 $348K 0.03% -598 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 6,599 $348K 0.24% -4,563 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,528 $344K 0.09% new 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 6,528 $344K 0.21% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,394 $337K 0.05% -825 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,343 $334K <0.01% new 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 6,287 $331K 0.19% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,235 $329K 0.15% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,230 $328K 0.07% +140 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,161 $325K 0.01% -853 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 6,106 $322K 0.29% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,027 $318K <0.01% new 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 5,868 $309K 0.1% -960 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,773 $304K 0.23% -2,287 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 5,740 $303K 0.1% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 5,686 $300K 0.04% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,624 $296K 0.02% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,536 $292K 0.04% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,528 $291K 0.08% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,460 $288K 0.03% -1,721 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,430 $286K 0.01% -8,944 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,406 $285K 0.02% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 5,305 $280K 0.06% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 6,357 $279K 0.1% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 5,254 $277K 0.21% -1,016 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 5,122 $270K 0.23% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 5,000 $264K 0.05% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,910 $259K <0.01% -14,455 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,892 $258K 0.06% -1,600 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,876 $257K 0.05% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,833 $255K 0.08% -26,966 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 5,393 $252K 0.04% -1,107 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,746 $250K <0.01% -14,774 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,712 $248K 0.14% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,571 $241K 0.02% -100 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 4,550 $240K 0.03% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,530 $239K 0.04% new 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 4,445 $234K 0.06% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,417 $233K 0.06% -1,473 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,406 $232K 0.05% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,289 $226K <0.01% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,263 $225K 0.04% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,235 $223K <0.01% +347 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,172 $220K <0.01% new 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 4,143 $218K 0.1% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,112 $217K <0.01% new 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 4,111 $217K 0.09% +2,639 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,037 $213K 0.05% -1,198 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,029 $212K 0.05% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,000 $211K 0.05% new 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,995 $211K 0.03% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,971 $209K 0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,956 $209K 0.01% new 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 4,563 $207K 0.1% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,878 $204K <0.01% new 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,868 $204K 0.1% new 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 3,796 $200K 0.24% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,538 $187K 0.04% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,534 $186K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,360 $177K 0.01% +2,978 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,194 $168K <0.01% +1,140 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 2,956 $156K 0.2% -380 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,772 $146K 0.02% -17 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,578 $136K 0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,356 $124K 0.09% +2,038 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,185 $115K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,133 $112K <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,122 $112K 0.04% -26,068 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,092 $110K 0.05% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,690 $89.1K <0.01% +1,609 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,463 $77.1K 0.06% -323 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,150 $60.6K <0.01% +1 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,149 $60.6K 0.05% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,141 $60.2K 0.56% +531 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,120 $59.1K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,099 $57.9K <0.01% 0 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) 1,050 $55.4K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,021 $53.8K <0.01% new 13F-HR Timeline Group Regatta Research & Money Management More: the full row for Regatta Research & Money Management 1,000 $52.7K 0.05% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 985 $51.9K <0.01% -405 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 982 $51.8K <0.01% +24 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 926 $48.8K 0.04% +555 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 929 $46K <0.01% +445 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 831 $43.8K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 881 $43.6K <0.01% +44 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 824 $43.4K 0.01% +322 13F-HR Timeline