Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 6,240 $316K 0.18% -400 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,231 $315K 0.12% +337 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,230 $315K 0.02% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 6,172 $312K 0.17% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,159 $312K 0.03% new 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 6,146 $311K 0.07% -475 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 6,093 $308K 0.02% -756 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,091 $308K 0.01% +1,090 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 6,067 $307K 0.07% -2,082 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,060 $307K <0.01% +4,790 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,047 $306K 0.02% +20 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,023 $305K 0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 6,000 $303K 0.08% new 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 6,000 $303K 0.26% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,913 $299K 0.03% +1,800 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,818 $294K 0.05% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,813 $294K 0.02% -750 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,804 $294K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5,800 $293K 0.06% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,800 $293K 0.2% -100 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,748 $291K <0.01% -75 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,664 $286K 0.04% -874 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,592 $283K <0.01% -151 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 5,565 $281K 0.19% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,531 $280K <0.01% -5,945 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,507 $279K 0.04% +122 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,498 $278K 0.01% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 5,450 $276K 0.03% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,407 $273K 0.03% +1,165 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,388 $273K <0.01% -92,444 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 5,356 $271K 0.01% -608 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 5,333 $270K 0.06% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,319 $269K 0.03% -7,768 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,300 $267K 0.03% -369 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,281 $267K 0.03% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,183 $262K 0.02% -2,075 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,178 $261K <0.01% -41 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,133 $260K 0.01% 0 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 5,100 $258K 0.12% +687 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 5,102 $257K 0.3% new 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 5,069 $256K 0.23% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 5,062 $256K 0.04% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 4,968 $251K 0.12% -38 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,915 $249K 0.06% -333 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,874 $247K 0.22% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,869 $246K 0.03% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,832 $244K 0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,743 $240K 0.03% +42 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,707 $238K 0.04% +48 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 4,692 $237K 0.18% +32 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,690 $237K 0.02% 0 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 4,688 $237K 0.1% -4,930 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,636 $235K 0.1% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,605 $233K <0.01% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,420 $224K 0.11% -615 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 4,409 $223K 0.04% -1,552 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,403 $223K 0.01% -3,460 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,368 $221K 0.06% +45 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,344 $220K <0.01% -33 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,214 $213K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,211 $213K 0.01% +2,412 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,207 $213K 0.01% -11,902 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,175 $211K 0.06% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,132 $209K 0.01% new 13F-HR Timeline Group M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,117 $208K 0.08% -497 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,068 $206K 0.03% +42 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,056 $205K 0.06% -83 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,035 $204K 0.07% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,031 $204K <0.01% -7,809 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,033 $203K 0.01% new 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 4,000 $202K 0.09% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,962 $200K 0.07% -7,693 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,961 $200K <0.01% 0 13F-HR Timeline Group Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 3,964 $200K 0.05% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,956 $200K <0.01% new 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,950 $200K 0.11% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,759 $190K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,600 $182K 0.03% +1,350 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,397 $172K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,386 $171K 0.04% +31 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,000 $152K 0.03% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,807 $142K 0.01% new 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,734 $138K 0.06% +2,043 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,643 $134K 0.01% 0 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 2,575 $130K 0.12% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,544 $128K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,502 $126K 1.11% -14 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,464 $125K <0.01% -41,222 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,425 $122K <0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,404 $122K 0.08% -32 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,365 $120K <0.01% -22 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,289 $116K 0.05% +92 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,172 $110K <0.01% +104 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,166 $110K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,092 $106K 0.03% +2,072 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,975 $99.9K <0.01% +750 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,910 $96.6K <0.01% 0 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,525 $77.1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,490 $75.4K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,308 $66.2K <0.01% +13 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,282 $65K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,166 $58.9K 0.02% +616 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,127 $57K 0.04% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,050 $53.1K 0.02% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,024 $51.8K 0.02% +5 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,014 $51.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,008 $51K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,000 $50.6K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 987 $49.9K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 917 $46.4K <0.01% +270 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 908 $45.9K <0.01% -253 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 877 $44.4K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 871 $44K <0.01% +870 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 691 $35K 0.03% +7 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 671 $33.9K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 670 $33.9K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 646 $32.6K <0.01% +6 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 632 $31.9K 0.02% +7 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 559 $28.3K <0.01% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 26,264 $26.3K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 463 $23.4K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 404 $20.4K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 395 $20K 0.05% -2,000 13F-HR/A Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 352 $17.8K 0.01% -41,034 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 313 $15.8K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 302 $15.3K <0.01% -140,960 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 298 $15.1K 0.01% +200 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 294 $14.9K 0.01% -176 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 249 $12.6K 0.01% -50 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 212 $10.7K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 198 $10K <0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 165 $8.32K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 157 $7.94K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 156 $7.88K <0.01% +2 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 153 $7.72K <0.01% +73 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 139 $7.01K 0.01% +2 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 129 $6.53K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 123 $6.22K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 123 $6.22K <0.01% -27 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) 100 $5.06K <0.01% new 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 90 $4.55K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 90 $4.55K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 47 $2.38K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 37 $1.91K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 37 $1.87K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 30 $1.52K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 26 $1.31K <0.01% 0 13F-HR Timeline Group Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 18 $910 <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 18 $899 <0.01% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12 $607 <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2 $137 <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2 $93 <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10,500 $1.82K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.