Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,307 $865K 0.02% -1,448 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 11,305 $865K 0.11% +2,507 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 11,249 $861K 0.52% -17,431 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 11,239 $860K 0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 11,225 $859K 1.07% -322,056 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 11,201 $857K 0.65% -23,497 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,150 $853K 1.54% +168 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for Copley Financial Group, Inc. 10,661 $816K 0.49% -383 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 10,643 $815K 0.71% +42 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,641 $814K <0.01% +3,025 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 10,637 $814K 0.47% -102 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,618 $813K 0.01% -78 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 10,560 $808K 0.14% +573 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 10,555 $808K 0.08% -282 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 10,516 $805K 0.72% 13F-HR Timeline Taylor Securities Services, Inc. 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More: the full row for Wall Street Financial Group, Inc. 10,452 $800K 0.47% +3,649 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 10,452 $800K 0.59% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,422 $798K 0.02% +2,917 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,412 $797K 0.13% +5,127 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 10,391 $795K 0.17% +72 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,975 $794K 0.22% -296 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,056 $786K 0.08% -136 13F-HR Timeline Riggs Asset Managment Co. Inc. 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DAVIDSON & CO. 9,851 $754K <0.01% -739 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 9,851 $754K 0.06% -37,403 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 9,845 $754K 0.44% +932 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 9,833 $753K 0.12% -176 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9,832 $753K 0.12% +230 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,770 $748K 0.01% -490 13F-HR Timeline Group Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 9,752 $746K 0.41% -583 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,720 $744K 0.01% -20,912 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,704 $743K 0.1% -6,034 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 9,686 $741K 0.56% -908 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,657 $739K 0.03% -754 13F-HR Timeline Trilogy Capital Inc. 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More: the full row for Global X Japan Co., Ltd. 9,518 $729K 0.04% new 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 9,471 $727K 0.21% +100 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 9,462 $724K 0.62% -1,808 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 9,437 $722K 0.3% -1,695 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 9,414 $721K 0.14% +210 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,251 $708K 0.04% -7,069 13F-HR Timeline Group Mission Creek Capital Partners, Inc. 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More: the full row for Summit Financial Strategies, Inc. 8,986 $688K 0.05% -165 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,894 $681K 0.07% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,837 $676K 0.14% +1,191 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 8,832 $676K 0.3% -894 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,813 $675K 0.06% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 8,800 $674K 0.02% +1,900 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 8,782 $672K 0.26% +1,416 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 8,764 $671K 0.35% -1,078 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 8,753 $670K 0.13% +658 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 8,745 $669K 0.1% -43 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 8,723 $668K 0.35% -14 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 8,632 $661K 0.68% -7,290 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,567 $656K <0.01% +2,694 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,418 $644K 0.22% +729 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 8,414 $644K 0.43% +8,247 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 7,451 $644K 0.61% -95 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,080 $643K 0.02% +813 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 8,392 $642K 0.34% -2,045 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 8,336 $638K 0.67% -29,927 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,207 $628K 0.12% +1,448 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,193 $627K 0.04% +195 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 8,167 $625K 0.22% +312 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 7,394 $619K 0.33% +2,920 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,055 $617K 0.06% +1,506 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,041 $615K <0.01% -18 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,983 $611K 0.03% +1 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,918 $606K 0.03% +573 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,915 $606K 0.2% -188 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 7,857 $601K 0.4% +1,559 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,754 $593K 0.09% +2 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,674 $587K 0.1% +32 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,647 $585K 0.02% -776 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 7,646 $585K 1.95% new 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 7,644 $585K 0.61% +2,712 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 7,571 $579K 0.16% +404 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 7,564 $579K 0.31% -412 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,540 $577K 0.41% +19 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 7,471 $572K 0.13% +1,188 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 7,448 $570K 0.01% +201 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 7,382 $565K 0.11% +87 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 7,382 $565K 0.24% -169 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 7,348 $562K 0.16% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,341 $562K 0.07% +2,739 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 7,336 $562K 0.07% +199 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,295 $561K 0.03% -1,922 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 7,313 $560K 0.03% -125 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,225 $553K 0.04% -1,292 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 7,148 $547K 0.33% -598 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 7,106 $544K 0.13% -828 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 7,078 $542K 0.54% +4,627 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 7,077 $542K 0.16% +16 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,048 $540K <0.01% +1,370 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,039 $539K 0.01% -3,102 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,034 $538K <0.01% +413 13F-HR/A Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 7,027 $538K 0.16% +256 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 7,000 $536K 0.1% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,971 $534K 1.11% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,955 $532K 0.02% -24,006 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 6,917 $529K 0.21% +879 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 6,866 $526K 0.02% new 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 6,836 $523K 0.28% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,819 $522K 0.05% +301 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,730 $515K 0.21% -1,489 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 6,722 $515K 0.39% -266 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,445 $493K 0.01% -178 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,425 $492K 0.05% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,314 $483K 0.21% -288 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 6,309 $483K 0.21% -19,964 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 6,290 $481K 0.36% +16 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 6,412 $477K 0.01% 0 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,211 $475K 0.03% +3,444 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 6,198 $474K 0.02% -2,780 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,188 $474K 0.24% +69 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,175 $473K 0.07% 0 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 6,163 $472K 0.11% +1,694 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 6,151 $471K 0.09% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,134 $469K 0.05% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 6,112 $468K 0.08% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 6,079 $465K 0.07% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 5,981 $463K 0.16% +167 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,045 $463K 0.06% -6 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,029 $461K 0.09% +1,737 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 6,016 $460K 0.09% +931 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,982 $458K 0.08% 0 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 5,974 $457K 0.23% -122 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,971 $457K 0.07% +1,829 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 5,953 $456K 0.41% -574 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,920 $453K 0.01% -15,885 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,900 $452K 0.3% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5,898 $451K 0.19% +5,016 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 5,879 $450K 0.34% +14 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 5,872 $449K 0.22% +4 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,846 $447K 0.04% +1,808 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,851 $447K 0.03% +274 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 5,727 $438K 0.25% -4,673 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,723 $438K 0.05% +1,081 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 5,713 $437K 0.17% new 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 6,648 $437K 0.42% +347 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 5,710 $437K 0.1% -657 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,627 $431K 0.04% 0 13F-HR Timeline Group Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 5,600 $429K 0.16% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,755 $428K 0.03% -94 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 5,575 $427K 0.14% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,549 $425K 0.29% -21 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,539 $424K 0.01% -75 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,502 $421K 0.07% +405 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 5,493 $420K 0.41% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 5,485 $420K 0.11% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 5,468 $419K -2,485 Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,458 $419K 0.06% -86 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,428 $416K <0.01% -165 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 5,412 $414K 0.2% -922 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 5,403 $414K 0.29% +1 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 5,392 $413K 0.04% +416 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,347 $409K 0.01% +1,493 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 80,823 $408K 0.19% -4,127 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,330 $408K 0.29% +286 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,306 $406K 0.01% +1,149 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,307 $406K 0.06% new 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 5,305 $406K 0.34% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,290 $405K 0.09% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,265 $403K 0.14% -292 13F-HR Timeline