VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 3,558 $725K 0.67% +27 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,534 $720K 0.3% -91 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,532 $720K <0.01% -1,676 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,526 $718K 0.06% -24 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,487 $711K 0.11% +10 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,466 $706K <0.01% +6 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,450 $703K 0.35% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,387 $690K 0.48% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,364 $686K 0.19% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,344 $682K 0.09% +128 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,379 $677K 0.02% -322 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,318 $676K 0.01% -190 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,290 $671K 0.05% -846 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,287 $670K <0.01% -87 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,282 $669K 0.2% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,241 $660K 0.01% +124 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,134 $639K 0.05% +14 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 3,000 $611K 0.26% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,992 $610K 0.04% +1 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,918 $595K 0.01% +10 13F-HR Timeline Group Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 2,916 $594K 0.48% +8 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,859 $583K 0.12% +4 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,833 $578K <0.01% +914 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 2,813 $573K 0.12% 0 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for SBI Securities Co., Ltd. 2,595 $529K 0.01% +122 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,579 $526K <0.01% +52 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,553 $520K 0.25% +520 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,550 $520K 0.07% -98 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 2,546 $519K 0.05% 0 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,500 $509K 0.17% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 2,500 $509K 0.14% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,495 $508K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,489 $507K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,472 $504K 0.02% +178 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,448 $499K 0.11% +105 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,428 $495K 0.02% +82 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,425 $494K 0.03% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,375 $484K 0.01% +631 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,341 $477K 0.02% +2 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,261 $461K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,248 $458K 0.02% -65 13F-HR/A Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,143 $455K 0.09% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 2,195 $447K 0.11% -20 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,172 $443K 0.06% +250 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,107 $429K 0.03% +9 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,093 $427K 0.23% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,020 $412K 0.07% -30 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,012 $410K 0.09% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,941 $396K 0.12% +9 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,930 $393K 0.01% +254 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,916 $391K <0.01% -1,578 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,897 $387K 0.02% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,885 $384K 0.06% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,880 $383K 0.03% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,829 $373K 0.03% +9 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,827 $372K <0.01% +2 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,823 $372K 0.01% 0 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 1,812 $369K <0.01% 0 13F-HR Timeline Group Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,798 $366K 0.09% +8 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,789 $365K 0.03% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,731 $353K 0.29% +18 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,713 $350K 0.02% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,693 $345K 0.08% +169 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,689 $344K <0.01% +7 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 1,680 $342K 0.14% 0 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,650 $336K 0.22% +413 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,642 $335K 0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,640 $334K <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,636 $333K <0.01% new 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 1,544 $331K 0.07% +14 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,618 $330K 0.02% -125 13F-HR Timeline Sunbelt Securities, Inc. 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Riley Wealth Advisors, Inc. 1,550 $311K 0.02% -59 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,522 $310K 0.02% +2 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,521 $310K 0.04% -42,188 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,514 $309K <0.01% +42 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,498 $305K 0.01% +152 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,477 $301K <0.01% -2,254 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,477 $300K 0.02% -962 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,446 $295K 0.08% +6 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,423 $290K 0.02% -56 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,420 $289K 0.08% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,413 $288K 0.01% -263 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,408 $287K 0.27% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,393 $284K 0.05% +3 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,392 $284K 0.02% +2 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,377 $281K <0.01% +99 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,366 $278K <0.01% +217 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,352 $276K 0.13% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,350 $275K 0.01% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,350 $275K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,346 $274K <0.01% +6 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,345 $274K 0.09% -140 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 1,335 $272K 0.12% +78 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,306 $266K 0.16% 0 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 1,300 $265K 0.05% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,299 $265K 0.13% 0 13F-HR Timeline Asset Management Advisors, LLC More: the full row for Asset Management Advisors, LLC 1,278 $260K 0.16% -75 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,266 $258K 0.02% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 1,262 $257K 0.14% -8 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,260 $257K 0.01% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,250 $255K 0.03% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,247 $254K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,224 $249K 0.02% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,219 $248K 0.02% 0 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,211 $247K <0.01% -650 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,201 $245K 0.02% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,200 $245K 0.06% 0 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 1,198 $244K 0.03% -87 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,196 $244K 0.05% new 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,182 $241K 0.11% +18 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,162 $237K 0.01% -532 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,160 $236K 0.01% -46 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,153 $235K <0.01% +29 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,151 $235K 0.02% +6 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,148 $234K 0.08% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,146 $234K 0.15% +5 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 1,138 $232K +100 Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,135 $231K 0.01% +31 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,133 $231K 0.06% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,119 $228K 0.14% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,116 $227K 0.07% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,098 $224K <0.01% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,090 $222K 0.01% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,070 $218K 0.13% 0 13F-HR Timeline MARQUETTE ASSOCIATES, INC. 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More: the full row for Cullen/Frost Bankers, Inc. 557 $114K <0.01% new 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 555 $113K 0.1% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 533 $109K 0.01% -19 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 504 $103K <0.01% -343 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 501 $102K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 498 $101K 0.06% -101,517 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 434 $88.4K <0.01% -196 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 429 $87K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 422 $86K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 411 $83.8K 0.06% +2 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 406 $82.7K <0.01% -33 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 388 $79.1K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 380 $77.7K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 373 $76K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 370 $75.5K <0.01% -57 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 351 $72K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 328 $66.9K <0.01% -20 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 321 $65.4K 0.03% +2 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 318 $64.8K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 307 $62.5K 0.02% +2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 295 $60.1K <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 276 $56.2K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 269 $54.8K <0.01% +96 13F-HR Timeline Group PINNEY & SCOFIELD, INC. 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More: the full row for Birchwood Financial Partners, Inc. 167 $34K 0.03% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 154 $31.4K 0.02% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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