KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,481 $278K 0.07% +2 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 5,389 $273K 0.06% +1,000 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,365 $272K 0.02% -320 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,317 $269K 0.06% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,314 $269K 0.02% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,267 $267K 0.12% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 5,256 $266K 0.07% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,214 $264K <0.01% +610 13F-HR Timeline Group Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 5,205 $264K 0.23% 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 5,184 $263K 0.07% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,119 $259K 0.03% +17 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 5,125 $259K 0.07% +42 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,056 $256K 0.01% -201 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,052 $256K 0.06% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,039 $255K 0.01% +3 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,038 $255K 0.05% -522 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,036 $255K <0.01% +238 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,009 $254K 0.15% +13 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,983 $252K <0.01% +198 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 5,020 $251K 0.01% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 4,880 $247K 0.14% -5,813 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,868 $247K <0.01% 0 13F-HR Timeline Group Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 4,864 $246K 0.09% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,860 $246K -2,450 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,835 $245K <0.01% -2,691 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,802 $243K 0.01% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,775 $242K 0.04% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 4,766 $237K 0.09% new 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 4,700 $236K 0.09% 0 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 4,650 $236K 0.06% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,578 $232K 0.11% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,578 $232K 0.02% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,567 $231K 0.02% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,497 $228K <0.01% -19 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,453 $226K <0.01% -253,724 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,340 $220K 0.09% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,313 $218K 0.02% +6 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,231 $214K <0.01% -17,322 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,228 $214K <0.01% 0 13F-HR Timeline Group GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 4,189 $212K 0.11% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,151 $210K <0.01% +10 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 4,147 $210K 0.15% +1,326 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 4,174 $210K 0.13% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,094 $207K <0.01% -223,860 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,080 $207K 0.03% -305 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,040 $205K 0.01% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,015 $203K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,001 $203K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,957 $200K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,951 $200K 0.01% -245 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 3,887 $197K 0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,822 $194K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,644 $185K <0.01% -1,200 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 3,429 $174K 0.04% 0 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) 3,317 $168K <0.01% -42,962 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,705 $137K 0.06% +304 13F-HR Timeline Trust Co More: the full row for Trust Co 2,607 $132K 0.01% -376 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,531 $128K 0.01% +158 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,529 $128K 0.05% -1,332 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 2,300 $117K 0.06% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,266 $115K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,196 $111K 0.01% -1,077 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,049 $104K 0.04% +17 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,792 $90.8K <0.01% -386 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,612 $81.7K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,368 $69.3K 0.04% +3 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 1,145 $58K 0.05% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,106 $56K 0.01% +147 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,098 $56K 0.01% +10 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,000 $50.7K 0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 988 $50K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 934 $47.3K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 881 $44.6K <0.01% +8 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 800 $40.5K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 789 $40K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 709 $35.9K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 594 $30.1K 0.02% +298 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 541 $27.4K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 500 $25.3K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 426 $21.6K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 420 $21.2K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 403 $20.4K 0.01% +4 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 310 $15.7K <0.01% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 307 $15.6K <0.01% +159 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 303 $15.3K 0.01% -6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 287 $14.5K <0.01% -2,635 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 279 $14.1K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 240 $12.2K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 211 $10.7K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 210 $10.6K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 194 $9.86K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 166 $8.41K <0.01% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 132 $6.69K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 103 $5.15K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 85 $4.31K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 82 $4.15K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 46 $2.33K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 44 $2.23K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 18 $911 <0.01% +2 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $25 <0.01% 0 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 40,600 $4.84K 0 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.