Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 30,218 $619K 0.06% +2,170 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 30,225 $619K 0.15% +3,528 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 30,154 $618K 0.09% -1,900 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,147 $618K <0.01% +2,068 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 29,957 $614K 0.01% -24 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 29,759 $610K 0.01% -743 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,483 $604K <0.01% +895 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 29,270 $601K 0.5% +4,413 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 29,000 $594K 0.1% +12,400 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 28,700 $588K 0.03% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 28,435 $583K 0.02% +8,869 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 28,277 $579K 0.12% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 28,201 $578K 0.01% -90,063 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 28,131 $576K 0.19% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 27,523 $564K 0.01% -316 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 27,233 $557K 0.33% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 26,740 $548K 0.59% +140 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 26,694 $547K 0.25% +10,715 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 26,261 $538K 0.2% +14 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 26,242 $538K 0.04% -270 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,194 $516K 0.04% -517 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 25,000 $512K 0.14% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 24,792 $508K 0.17% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 24,763 $507K 0.12% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 24,087 $494K 0.17% +5,054 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 23,686 $485K 0.04% +6,039 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 23,205 $475K 0.21% +10,779 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 22,117 $453K 0.05% +7,375 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 22,115 $453K 0.22% +2,000 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 20,833 $427K 0.01% -8,458 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 20,734 $425K 0.23% +5,945 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,605 $422K <0.01% +2,400 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,235 $415K <0.01% +2,062 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 20,219 $414K 0.01% +4,791 13F-HR Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 20,159 $413K 0.04% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,049 $411K 0.01% new 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 19,881 $407K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19,870 $407K 0.02% -144 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 19,830 $406K 0.06% +1,500 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 19,692 $403K 0.05% -631 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,570 $401K 0.01% +895 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,353 $397K 0.01% +5,552 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18,925 $388K 0.01% +4,912 13F-HR Timeline Group First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 18,465 $378K 0.07% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 17,862 $366K 0.06% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 16,417 $336K 0.15% +29 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 16,222 $331K 0.09% -1,844 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 16,045 $329K 0.25% +182 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 15,500 $318K 0.03% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 15,494 $317K 0.02% -905 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,587 $299K 0.01% -246 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,587 $298K 0.08% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 14,411 $295K 0.02% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,178 $291K 0.02% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 13,891 $285K 0.03% -4,841 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 13,450 $276K 0.14% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,695 $260K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,587 $258K 0.01% +6,401 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,220 $250K 0.05% +27 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,043 $247K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,460 $235K 0.02% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 11,048 $226K 0.05% -1,300 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,671 $219K <0.01% -68 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 10,480 $215K 0.06% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,433 $214K <0.01% new 13F-HR/A Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,080 $207K 0.07% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 10,076 $206K 0.07% +100 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,044 $206K 0.02% +29 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 10,000 $205K 0.12% new 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 9,995 $205K 0.12% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 9,914 $203K 0.06% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,808 $201K <0.01% +9,308 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,708 $199K 0.08% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8,980 $184K 0.05% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 8,568 $176K 0.07% +1,272 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 7,786 $160K 0.05% +7,336 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,106 $146K <0.01% +191 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,804 $139K 0.01% -18,814 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,547 $114K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $113K 0.04% 0 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,303 $109K 0.01% +60 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,077 $104K +2,988 Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,010 $103K 0.01% +10 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 5,000 $102K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,840 $78.7K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,294 $67.5K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,190 $65.4K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,103 $63.6K 0.04% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,092 $63.4K 0.04% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,029 $62.1K <0.01% 0 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,900 $59.4K 0.03% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,826 $57.9K <0.01% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,450 $50.2K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,363 $48.4K 0.04% +27 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,904 $39K <0.01% new 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,837 $37.6K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,718 $35.2K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,688 $34.6K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,430 $29.3K <0.01% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,330 $27.3K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,057 $21.7K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,030 $21K <0.01% -78 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 975 $20K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 828 $17K 0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 761 $15.6K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 635 $13K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 579 $11.9K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 514 $10.5K <0.01% -11,562 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 440 $9.02K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 433 $8.87K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 391 $8.02K <0.01% +133 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 305 $6K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 174 $3.56K <0.01% -438 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 130 $2.66K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 88 $1.8K <0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 75 $1.54K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 62 $1.27K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 49 $1.01K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $820 <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 26 $533 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 0 $9 <0.01% -86 13F-HR Timeline Amount filed as zero, left out of ratios. 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.