Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 16,063 $1.33M 1.13% +482 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,975 $1.32M 0.05% -3,454 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 15,888 $1.32M 0.31% -1,038 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,731 $1.3M 0.02% -9,633 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,589 $1.29M 0.06% +41 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 15,442 $1.28M 0.57% +303 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 15,364 $1.27M 0.09% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,329 $1.27M 0.04% +1,469 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,269 $1.27M 0.03% +12,347 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 15,267 $1.27M 0.01% +2,464 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,332 $1.27M 0.04% -820 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 15,246 $1.26M 0.04% -9,531 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,170 $1.26M 0.02% +1,086 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,145 $1.26M 0.03% -7,415 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,138 $1.26M 0.07% +1,484 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 15,138 $1.26M 0.02% +5,438 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 15,132 $1.25M <0.01% +11,750 13F-HR/A Timeline Group AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 14,815 $1.23M 0.32% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14,814 $1.23M 0.09% +525 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 14,759 $1.22M 0.37% -23,347 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,595 $1.21M 0.04% +4,963 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 14,409 $1.19M 0.31% -9,148 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 14,313 $1.19M 0.65% -11,539 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14,220 $1.18M 0.16% -154 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 14,123 $1.17M 0.25% -398 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 13,928 $1.15M 0.45% +43 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 13,797 $1.14M 1.14% +3,105 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,783 $1.14M 0.04% -134,353 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 13,760 $1.14M 0.61% -4,680 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 13,653 $1.13M 0.12% -350 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 13,416 $1.11M 0.11% +930 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 13,405 $1.11M 0.77% 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 13,352 $1.11M 0.35% +643 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 13,337 $1.11M 0.21% +85 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,275 $1.1M <0.01% -4,597 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 13,205 $1.09M 0.28% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 13,185 $1.09M 0.53% +1,529 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 13,145 $1.09M 0.8% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,131 $1.09M 0.1% +414 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 13,107 $1.09M 0.24% +334 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 13,085 $1.09M 0.29% -170 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 13,067 $1.08M 0.63% +1,034 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 13,048 $1.08M 0.65% -51 13F-HR Timeline Axos Invest Inc. 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More: the full row for Independent Wealth Network Inc. 12,396 $1.03M 0.37% -223 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 12,034 $998K 0.25% -211 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 12,025 $997K 0.23% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12,018 $996K 0.09% -522 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 12,001 $995K 0.64% +62 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 11,985 $994K 0.23% +5,521 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,924 $989K 0.06% -452 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,850 $980K 0.06% +3,663 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,798 $978K 0.05% +431 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 11,784 $977K 0.08% +190 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 11,781 $977K 0.03% -1,229 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,724 $972K 0.13% +7,160 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,627 $964K 0.04% +41 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,464 $951K 0.03% -524 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 11,457 $950K 0.16% +830 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 11,402 $944K 0.39% +2 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 11,346 $941K 0.53% -444 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,330 $939K 0.02% -710 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,278 $935K 0.05% -18,456 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 11,096 $920K <0.01% +577 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 10,992 $911K 0.3% -8 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,917 $905K 0.21% 0 13F-HR Timeline Group Carter Financial Group, INC. 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More: the full row for Novak & Powell Financial Services, Inc. 10,788 $895K 0.62% -7,550 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 10,736 $890K 0.33% 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 10,700 $887K 0.12% -3,500 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,685 $886K 0.04% -599 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,575 $877K 0.25% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 10,560 $876K 0.35% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,526 $873K 0.07% +1,130 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,517 $872K 0.09% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,476 $869K 0.23% +369 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 10,316 $855K 0.3% +3,804 13F-HR/A Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,237 $849K 0.15% -24 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,146 $841K 0.26% +261 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 10,107 $838K 0.42% +3,490 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 10,106 $838K 0.61% -514 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,045 $833K 0.02% +1,078 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,994 $829K 0.06% -8,813 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 9,973 $827K 0.04% -730 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,964 $826K 0.03% +247 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,919 $822K 0.01% -4,517 13F-HR/A Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9,912 $822K 0.09% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 9,839 $816K 0.04% -428 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. 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More: the full row for Legacy Private Trust Co. 9,236 $766K 0.05% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 9,155 $755K 0.27% +682 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,825 $729K 0.03% -1,490 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,635 $716K 0.21% +1,265 13F-HR/A Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,605 $714K 0.08% -37 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,516 $706K +294 Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 8,571 $703K 0.25% +386 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 8,471 $702K 0.34% +31 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 8,320 $690K -106 Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,319 $690K 0.13% -184 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 8,312 $689K 0.48% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,275 $686K 0.14% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,194 $679K 0.52% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,163 $677K 0.03% -382 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 8,144 $675K 0.21% +882 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 8,022 $665K 0.02% +1,516 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,993 $663K 0.06% -1,410 13F-HR Timeline Trilogy Capital Inc. 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More: the full row for Sovereign Financial Group, Inc. 7,763 $644K 0.13% +75 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,756 $641K 0.08% +3,023 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,691 $638K 0.04% -1,147 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,687 $637K 0.06% +83 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,666 $636K 0.06% -3 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 7,581 $629K 0.01% -657 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,557 $627K 0.02% +477 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,517 $624K 0.03% -6,883 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,517 $623K 0.03% 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 7,510 $623K 0.26% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,497 $622K 0.44% +843 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,484 $621K 0.08% +744 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,446 $617K 0.03% +4,078 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 7,430 $616K 0.32% -45,786 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 7,425 $616K 0.02% -550 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 7,419 $615K 0.04% -1,064 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 7,452 $613K 0.22% -1,551 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,305 $606K 0.49% new 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 7,256 $602K 0.4% -4,452 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,247 $601K 0.01% -9,837 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,186 $596K 0.04% +1,894 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,177 $595K 0.53% +703 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 7,108 $589K 0.47% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 7,092 $588K 0.21% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,060 $585K <0.01% +86 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,029 $583K 0.01% +825 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,005 $581K 0.38% +410 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 7,003 $581K 0.05% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,990 $580K 0.04% +38 13F-HR Timeline American Trust More: the full row for American Trust 6,934 $575K 0.05% new 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 6,884 $571K 0.37% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,854 $568K 0.4% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,853 $568K 0.16% +1,647 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,829 $566K 0.27% +75 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,815 $565K 0.09% +6 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 6,804 $564K 0.09% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 6,733 $556K 0.23% -437 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,658 $552K 0.04% -490 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 6,650 $551K 0.01% +327 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 6,632 $550K 0.23% -231 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,623 $549K 0.04% -950 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,581 $546K 0.09% -404 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,580 $546K 0.06% -679 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,579 $546K 0.02% +2,184 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 6,573 $545K 0.06% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,535 $542K 0.02% 0 13F-HR Timeline Group Insight Inv LLC More: the full row for Insight Inv LLC 6,511 $540K 0.36% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,539 $538K 0.02% +3,730 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Pekin Hardy Strauss, Inc. 6,239 $517K 0.06% +225 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,225 $516K 0.19% -769 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,220 $516K 0.12% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,011 $499K 0.13% -61 13F-HR Timeline