Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 30,154 $620K 0.08% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 30,032 $618K 0.01% +273 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 29,740 $612K 0.03% +1,040 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 29,382 $604K 0.01% -36,989 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 28,277 $582K 0.11% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 28,276 $582K 0.18% +145 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 28,110 $578K 0.58% +1,370 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 27,576 $567K 0.17% +3,489 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 27,523 $566K 0.01% 0 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 27,233 $562K 0.31% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 26,556 $546K 0.19% +295 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 26,242 $540K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 26,016 $535K <0.01% -3,467 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 25,577 $526K <0.01% -4,570 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,205 $518K 0.03% +11 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 25,000 $514K 0.11% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 24,763 $509K 0.12% 0 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for Astoria Portfolio Advisors LLC. 22,809 $469K 0.12% +6,587 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 22,600 $465K 0.21% +485 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 22,117 $455K 0.04% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 21,708 $447K <0.01% +1,473 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 20,734 $426K 0.22% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 20,666 $425K 0.02% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,559 $423K 0.01% +1,634 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 20,341 $418K 0.11% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 20,163 $415K 0.05% +471 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 20,159 $415K 0.04% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 20,092 $414K 0.26% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20,022 $412K 0.01% +152 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,976 $411K 0.01% +623 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 19,881 $409K 0.03% 0 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 19,565 $402K 0.06% -265 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,431 $400K 0.01% -19,358 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 18,866 $388K 0.11% -17,817 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 18,627 $383K 0.01% new 13F-HR Timeline Group First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 18,465 $380K 0.07% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,447 $379K 0.01% -1,602 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 18,295 $376K 0.01% -9,906 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 18,293 $376K 0.15% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,969 $370K 0.01% +3,382 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 17,862 $367K 0.05% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,845 $367K 0.01% -1,725 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 16,581 $341K 0.02% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 16,447 $338K 0.14% +30 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 16,229 $334K 0.21% +184 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 15,500 $319K 0.03% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 15,130 $311K 0.02% -364 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,587 $300K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14,572 $300K 0.04% +11,382 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 14,411 $296K 0.02% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 14,376 $296K 0.17% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,098 $290K <0.01% +4,290 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,015 $288K <0.01% +6,909 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 13,450 $277K 0.13% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 13,098 $269K 0.05% +11,410 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 12,772 $263K 0.04% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,695 $261K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,669 $261K 0.02% +1,209 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 12,572 $259K 0.05% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,552 $258K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 12,531 $258K 0.07% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,529 $258K 0.02% +486 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,255 $252K 0.05% +35 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,070 $248K <0.01% new 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 11,697 $241K 0.08% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11,612 $239K 0.17% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 11,500 $237K <0.01% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 11,495 $236K 0.02% -19,300 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,252 $231K <0.01% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 10,940 $225K 0.08% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,671 $219K <0.01% 0 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 10,480 $216K 0.06% 0 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 10,418 $214K new Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,187 $210K 0.01% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 10,151 $209K 0.07% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,080 $207K 0.06% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,073 $207K 0.02% +29 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 10,000 $206K 0.11% 0 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 9,995 $206K 0.11% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 9,914 $204K 0.05% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 9,910 $204K 0.06% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,787 $201K <0.01% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 9,735 $200K 0.03% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,708 $200K 0.07% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8,980 $185K 0.05% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 7,786 $160K 0.04% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,348 $151K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 7,263 $149K 0.1% +4,900 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,380 $131K <0.01% +3,554 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,160 $127K 0.01% -7,731 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,547 $114K 0.01% 0 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. 5,364 $110K 0.01% +61 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,020 $103K 0.01% +10 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 5,000 $103K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,924 $80.7K -1,153 Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,898 $80.2K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,840 $79K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 3,725 $76.6K 0.02% +1,275 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,600 $74.1K 0.03% +700 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,393 $69.8K <0.01% +3,002 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,297 $67.8K <0.01% +268 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,103 $63.8K 0.04% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,092 $63.6K 0.04% 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. 2,748 $56.5K <0.01% -546 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,837 $37.8K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,600 $32.9K <0.01% -118 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,500 $30.9K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,488 $30.6K <0.01% new 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,330 $27.4K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,272 $26K <0.01% new 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 1,046 $21K <0.01% +16 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 975 $20.1K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 973 $20K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 844 $17.4K <0.01% +265 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 828 $17.1K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 658 $13.5K <0.01% +23 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 461 $9.48K <0.01% -6,343 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 440 $9.05K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 433 $8.9K <0.01% 0 13F-HR Timeline 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 173 $3.56K <0.01% -1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 130 $2.67K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 111 $2.29K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 92 $1.89K <0.01% new 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 88 $1.81K <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% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 43 $894 <0.01% -718 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $823 <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 26 $535 <0.01% 0 13F-HR Timeline