Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 5,256 $250K 0.11% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,227 $248K 0.06% +10 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 5,205 $247K 0.14% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 5,180 $246K 0.03% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,178 $246K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,071 $241K 0.01% +14 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,045 $240K <0.01% 0 13F-HR/A Timeline Group CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 5,000 $238K 0.02% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,000 $238K 0.12% -310 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,990 $237K <0.01% +245 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,903 $233K 0.01% +17 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,890 $232K 0.05% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,883 $232K 0.01% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,860 $231K 0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,860 $231K 0.01% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,750 $226K 0.04% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 4,750 $226K 0.08% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,725 $225K 0.01% new 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,715 $224K 0.07% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,660 $221K 0.02% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,655 $221K 0.07% +16 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,653 $221K 0.03% +18 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,640 $221K 0.02% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,629 $220K <0.01% -3,181 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,580 $218K <0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,572 $217K 0.02% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,558 $217K 0.01% -452 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,540 $216K 0.11% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,501 $214K <0.01% -130 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 4,500 $214K 0.22% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,493 $214K 0.01% new 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,491 $213K 0.06% +55 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,466 $212K 0.03% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,432 $211K 0.04% -188 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,425 $210K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,417 $210K <0.01% -373 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,379 $208K 0.03% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,330 $206K 0.03% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,318 $205K 0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,290 $204K 0.12% -135 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,261 $203K 0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,241 $202K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,230 $201K 0.01% -92 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,223 $201K 0.02% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,128 $196K 0.05% -425 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 4,000 $190K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,610 $172K 0.02% +925 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3,580 $170K 0.18% -315 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,521 $167K 0.03% +13 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,243 $167K <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 3,475 $165K 0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,475 $165K 0.01% 0 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 3,289 $156K 0.1% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,186 $151K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,959 $141K 0.01% -41 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,926 $139K <0.01% -2,797 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,851 $136K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,573 $135K 0.02% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,821 $134K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,776 $132K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,711 $129K <0.01% -2,679 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,684 $128K 0.01% +10 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,594 $123K 0.04% -300 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,570 $122K 0.09% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,525 $120K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,500 $119K <0.01% 0 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,379 $113K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,369 $113K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,327 $111K 0.01% +10 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,223 $106K 0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,192 $104K 0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,177 $103K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,133 $101K 0.04% +1,255 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,020 $96K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,001 $95.1K 0.01% -325 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,000 $95.1K 0.02% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,005 $95K 0.01% -817 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,985 $94K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,935 $92K <0.01% 0 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,890 $89.8K 0.03% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,836 $87.3K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,775 $84.4K 0.05% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,767 $84K <0.01% -286 13F-HR/A Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,695 $80.5K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,568 $74.5K <0.01% +400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,550 $73.7K 0.01% 0 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,500 $71.3K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,475 $70K 0.02% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,450 $68.9K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,427 $67.8K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,422 $67.6K 0.03% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,363 $64.8K 0.01% +108 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,310 $62.3K 0.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,265 $60.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,258 $60K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,205 $57K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,120 $53.2K <0.01% +138 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,115 $53K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,075 $51.1K 0.02% -150 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,065 $50.6K 0.05% +5 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,050 $49.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,043 $49.6K 0.01% +4 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,000 $47.5K 0.03% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,000 $47.5K 0.02% -250 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 990 $47.1K 0.02% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 972 $46.2K 0.03% new 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) 962 $45.7K <0.01% +907 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 960 $45.6K 0.02% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 945 $44.9K 0.04% 0 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 915 $42.9K 0.02% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 847 $40.3K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 826 $39.3K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 841 $39.1K <0.01% -2,082 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 777 $36.9K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 770 $36.6K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 760 $36.1K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 750 $35.6K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 725 $34.5K 0.01% 0 13F-HR/A Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 720 $34.2K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 702 $33.4K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 675 $32.1K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 545 $25.9K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 532 $25.3K 0.01% +2 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 521 $24.8K 0.01% -23,924 13F-HR Timeline CX Institutional More: the full row for CX Institutional 509 $24K <0.01% +354 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 498 $23K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 465 $22.1K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 460 $21.9K <0.01% 0 13F-HR/A Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 456 $21.7K <0.01% -460 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 445 $21.2K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 443 $21.1K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 420 $20K 0.02% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 404 $19.3K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 381 $18.1K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 360 $17.1K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 350 $16.6K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 345 $16.4K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 328 $15.6K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 325 $15.5K <0.01% 0 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 325 $15.4K 0.01% 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 300 $14.3K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 290 $13.8K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 277 $13.2K <0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 250 $11.9K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 220 $10.5K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 220 $10.5K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 215 $10.2K <0.01% -10 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 213 $10.1K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 205 $9.79K <0.01% 0 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 190 $9.03K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 184 $8.75K 0.01% -150 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 175 $8.36K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 158 $7.5K <0.01% +1 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 155 $7.38K <0.01% 0 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 86 $4.09K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 41 $1.95K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 38 $1.81K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28 $1.33K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 25 $1.19K <0.01% new 13F-HR Timeline Group