Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 37,406 $1.59M 0.79% +5,380 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 37,244 $1.59M 0.4% -1,337 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 36,569 $1.58M 0.1% -4,711 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 36,182 $1.54M 0.14% +1,491 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 36,046 $1.53M 0.83% +23 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 36,000 $1.53M 0.37% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 35,850 $1.53M 0.02% -554 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 35,748 $1.52M 0.07% +3,174 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 35,551 $1.51M 0.05% -1 13F-HR/A Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 35,490 $1.51M 0.61% -203 13F-HR Timeline Elite Financial, Inc. 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More: the full row for Planned Solutions, Inc. 19,848 $845K 0.28% +17 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 19,765 $841K 0.3% +14,878 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,717 $839K 0.02% -7,652 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 19,716 $839K 0.06% +352 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,668 $837K 0.02% -877 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 19,615 $835K 0.05% -4 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 19,305 $822K 0.05% +11,800 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 19,282 $821K 0.04% +2,128 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 18,938 $806K 0.18% +821 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 18,832 $801K 0.1% +1,554 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 18,815 $801K 0.16% -3,045 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,359 $781K 0.04% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 17,936 $763K 0.22% +796 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for CIBC Bancorp USA Inc. 17,810 $758K <0.01% 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 17,719 $754K 0.36% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 17,600 $749K 0.22% +605 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 17,513 $745K 0.05% +56 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 17,503 $745K 0.32% -450 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 17,498 $745K 0.06% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,390 $740K <0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 17,226 $733K 0.15% -259 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 16,905 $719K 0.04% +6,966 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 16,768 $714K 0.14% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 16,553 $705K 0.06% +1,513 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 16,506 $703K 0.3% +3,943 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 16,216 $690K 0.12% -685 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,078 $684K 0.01% -855 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 16,073 $684K 0.64% 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 16,059 $683K 0.21% -223 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 16,019 $682K 0.14% -418 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,985 $680K 0.02% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 15,675 $667K 0.51% -2,558 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 14,536 $619K 0.45% -35 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 14,510 $618K 0.05% -332 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,419 $614K <0.01% +792 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,326 $610K 0.01% +3,095 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 14,248 $606K 0.13% 0 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 14,102 $600K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,070 $599K 0.05% +3,485 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,880 $591K 0.03% -212 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 13,833 $589K 0.17% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,821 $588K 0.02% +166 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,790 $587K <0.01% +5 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 13,740 $585K 0.01% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,723 $584K 0.05% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 13,697 $583K 0.08% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 13,695 $583K 0.07% -961 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 13,541 $576K 0.13% -2,053 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13,494 $574K 0.14% +5 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,402 $570K 0.01% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 13,383 $570K 0.28% +340 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,276 $565K <0.01% +3,643 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 13,258 $564K 0.19% -716 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 13,104 $558K 0.29% +129 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 12,866 $548K 0.03% -531 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 12,805 $545K <0.01% +4,337 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 12,600 $536K 0.07% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,525 $533K 0.02% +4,789 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,466 $531K 0.05% -3,388 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,462 $530K 0.01% +3,075 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 11,982 $530K 0.16% +238 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,399 $528K 0.02% -139 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,362 $526K 0.01% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 12,234 $521K 0.01% -2,622 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 12,505 $518K 0.31% +9,855 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,165 $518K 0.02% -49 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for TCI Wealth Advisors, Inc. 10,498 $447K 0.02% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,427 $444K 0.01% -1,204 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,417 $443K 0.01% new 13F-HR/A Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 10,412 $443K 0.46% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 10,674 $442K 0.36% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 10,317 $439K 0.08% +3,809 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 10,307 $439K 0.31% +275 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 10,186 $434K 0.46% 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 10,172 $433K 0.18% -262 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 10,080 $429K 0.02% -279 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,933 $423K 0.04% +4,002 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,906 $422K 0.02% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 9,747 $416K 0.07% +925 13F-HR Timeline Stolper Co More: the full row for Stolper Co 4,580 $415K 0.12% -31,721 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 9,586 $408K 0.2% -416 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,584 $408K 0.01% +439 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 9,578 $408K 0.42% +103 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,387 $400K 0.01% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 9,356 $398K 0.08% -341 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 9,083 $387K 0.07% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,997 $383K 0.02% -654 13F-HR Timeline Group TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,987 $382K 0.13% +4 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 8,811 $375K 0.16% -6,777 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 8,802 $375K 0.4% -658 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,677 $369K 0.05% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,655 $368K 0.01% -4,455 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,623 $367K 0.04% +25 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,525 $363K 0.01% +8 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 8,345 $355K 0.15% +1,006 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,991 $350K 0.01% -309 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,153 $347K 0.02% +2,083 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $346K 0.15% 0 13F-HR Timeline Amount filed as zero, left out of ratios. OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 8,130 $346K 0.31% +399 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 8,010 $341K 0.16% +2,167 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,000 $340K 0.08% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,932 $338K 0.17% 0 13F-HR/A Timeline