Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 32,350 $604K 0.4% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 31,634 $590K 0.1% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 31,165 $582K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 31,108 $580K 0.03% -7,866 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 30,693 $573K 0.09% -44,787 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 29,428 $549K 0.01% +172 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 28,875 $539K 0.22% +268 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 28,473 $531K 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,188 $526K <0.01% +3,844 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 28,182 $526K 0.01% -1,329 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 27,819 $519K 0.05% +18,412 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 27,676 $516K 0.27% -95 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 27,684 $516K <0.01% +8,522 13F-HR Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 27,510 $513K 0.24% +92 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 26,892 $502K 0.01% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 26,574 $496K 0.2% +4,563 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 26,265 $490K 0.1% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 25,868 $483K <0.01% +611 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 25,349 $473K 0.03% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 24,802 $463K 0.03% +6,315 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 24,750 $462K 0.14% +1,389 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 24,674 $460K 0.01% +69 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 23,391 $436K 0.11% -5,974 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 23,208 $433K <0.01% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 23,018 $430K 0.11% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 22,860 $427K 0.02% -275 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 22,734 $424K 0.04% +6,052 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 22,730 $424K 0.21% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 22,688 $423K 0.05% +202 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 22,380 $418K 0.04% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 22,370 $417K 0.01% +2,762 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,355 $417K 0.02% +700 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,956 $410K 0.01% +33 13F-HR/A Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 21,605 $403K 0.11% +155 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 20,749 $387K 0.11% +34 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 20,309 $379K 0.01% +385 13F-HR/A Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 20,194 $377K 0.23% +115 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 19,338 $361K 0.2% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 19,105 $357K <0.01% -1,725 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 18,659 $348K 0.02% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 18,549 $346K 0.05% +1,220 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18,413 $344K 0.01% +171 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 17,973 $335K 0.14% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 17,869 $333K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,871 $333K <0.01% -6,276 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 17,825 $333K 0.08% -774 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Strathmore Capital Advisors, Inc. 14,750 $276K 0.08% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 14,413 $269K 0.02% +1,299 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,143 $264K <0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,893 $259K 0.01% +150 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 13,828 $258K 0.02% new 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 13,600 $254K 0.03% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 13,518 $252K 0.1% -1,850 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,587 $235K 0.01% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 12,557 $234K 0.07% -501 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 12,000 $224K <0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,949 $223K 0.01% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 11,929 $223K 0.09% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,833 $221K 0.01% +597 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 11,802 $220K 0.05% +128 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 11,780 $220K 0.11% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,730 $219K <0.01% new 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,714 $219K 0.04% -482 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 11,695 $218K 0.03% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,601 $216K 0.01% +198 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,600 $216K 0.05% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,539 $215K <0.01% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,534 $215K 0.07% -70 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 11,515 $215K 0.12% +56 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,507 $215K <0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,340 $212K <0.01% -2,385 13F-HR Timeline Group Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 11,000 $205K 0.1% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,990 $205K 0.01% -10,858 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,911 $204K 0.01% new 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 10,816 $202K 0.02% -2,021 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 10,803 $202K 0.12% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,694 $200K 0.03% +108 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,605 $198K 0.07% 0 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 10,174 $190K 0.15% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,079 $151K <0.01% -11,474 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,611 $142K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,664 $124K <0.01% +3,310 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,208 $116K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,024 $112K 0.01% +65 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,020 $112K <0.01% +4,694 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,701 $106K 0.07% -180 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $103K 0.03% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,015 $93.6K <0.01% +1,901 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,857 $90.6K <0.01% +2,544 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,415 $82.4K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,372 $81.6K 0.01% +14 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,286 $80K <0.01% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 3,974 $74.2K 0.03% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,618 $67.5K <0.01% -828 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 3,574 $66.7K <0.01% -748 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,394 $63.3K 0.04% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,355 $62.6K 0.01% new 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,179 $59.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,765 $51.6K <0.01% -13,450 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,658 $49.6K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,448 $46K <0.01% +26 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,415 $45.1K 0.01% +4 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,400 $44.8K 0.01% +900 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,100 $39.2K 0.11% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 2,005 $37.4K 0.03% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,825 $34.1K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,806 $33.7K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,792 $33.4K <0.01% +1,380 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,557 $29.1K <0.01% -139 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,403 $26.2K <0.01% +16 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,327 $24.8K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,150 $21K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,056 $19.7K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,056 $19.7K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 732 $13.7K <0.01% +10 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 683 $12.7K <0.01% +322 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 534 $9.96K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 392 $7.32K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 392 $7.32K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 380 $7.09K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 374 $6.98K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 345 $6.43K <0.01% +4 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 343 $6.4K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 220 $4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 183 $3.42K <0.01% 0 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 162 $3.02K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 140 $2.61K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 94 $1.75K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 79 $1.47K <0.01% 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 59 $1.11K <0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 45 $840 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 13 $243 <0.01% -25 13F-HR Timeline