Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,225 $760K 0.05% +10 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,180 $752K 0.76% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,172 $750K 0.02% -134 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,812 $742K 0.01% +1,066 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 4,055 $729K <0.01% +1,062 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,933 $714K 0.26% +459 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,948 $710K 0.05% 0 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,886 $708K 0.02% -2,279 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,919 $705K 0.06% -161 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,850 $692K 0.01% -24 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,707 $667K 0.35% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,558 $646K 0.01% -717 13F-HR Timeline Financial Engines Advisors L.L.C. 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More: the full row for Avantax Planning Partners, Inc. 3,349 $602K 0.02% -481 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,328 $599K 0.04% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,322 $597K 0.08% +79 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,304 $594K 0.4% -27 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,302 $594K 0.2% +10 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,283 $590K <0.01% 0 13F-HR Timeline Tudor Financial Inc. 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Shaw & Co., Inc. 2,718 $489K <0.01% new 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,713 $488K 0.12% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,698 $485K <0.01% +262 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,685 $483K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,682 $482K 0.01% +622 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 2,650 $477K 0.01% -325 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,642 $475K 0.01% -286 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,634 $474K 0.01% -12 13F-HR Timeline Maltin Wealth Management, Inc. 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More: the full row for Yoder Wealth Management, Inc. 2,203 $396K 0.18% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,191 $394K 0.01% +87 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,167 $390K 0.01% -390 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,156 $388K <0.01% +5 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,150 $387K <0.01% +306 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,140 $385K 0.01% -35 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,120 $381K <0.01% -658 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,115 $380K 0.25% 0 13F-HR Timeline Blue Fin Capital, Inc. 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More: the full row for Mission Creek Capital Partners, Inc. 1,335 $240K 0.05% -69 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,325 $238K 0.04% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,312 $236K <0.01% -7,216 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,310 $236K 0.09% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,308 $235K 0.01% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,305 $235K 0.02% +15 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,300 $234K 0.12% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,295 $233K <0.01% -85 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,290 $232K 0.03% 0 13F-HR Timeline NWF Advisory Services Inc. 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More: the full row for Daybright Advisory Services, Inc. 1,199 $216K 0.06% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,198 $216K 0.01% new 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 1,185 $213K 0.15% 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,170 $210K 0.11% +3 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,169 $210K 0.01% -257 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,167 $210K 0.08% +34 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,156 $208K <0.01% +53 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,150 $207K 0.02% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,143 $206K 0.09% 0 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 1,142 $205K 0.09% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,141 $205K 0.01% new 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 1,139 $205K 0.27% -257 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,136 $204K 0.01% +3 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,124 $202K 0.04% -284 13F-HR Timeline TAGStone Capital, Inc. 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More: the full row for Johnson Financial Group, Inc. 856 $154K 0.01% -352 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 854 $154K 0.03% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 849 $153K 0.04% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 764 $137K 0.07% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 750 $135K 0.04% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 730 $131K 0.05% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 702 $126K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 645 $116K <0.01% -147 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 642 $115K <0.01% +321 13F-HR/A Timeline Group Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 636 $114K 0.08% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 610 $110K 0.01% -80 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 565 $102K 0.04% -35 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 556 $100K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 513 $92.2K <0.01% +1 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 505 $90.8K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 475 $85.4K <0.01% -500 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 471 $84.7K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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