Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 40,652 $340K 0.02% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 22,531 $338K <0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 22,214 $333K 0.09% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 22,196 $333K 0.07% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 21,322 $320K 0.11% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 21,104 $317K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 20,800 $312K 0.02% 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 20,785 $312K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 20,767 $312K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,724 $311K 0.02% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 20,619 $309K <0.01% new 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 20,262 $304K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 18,545 $299K 0.01% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 19,978 $299K 0.06% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 19,617 $294K 0.12% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 19,491 $292K 0.02% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 18,598 $279K 0.03% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 18,416 $276K 0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 18,036 $271K 0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 17,966 $269K 0.3% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 17,923 $269K 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,903 $269K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 17,712 $266K 0.08% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 17,896 $263K 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,494 $262K <0.01% new 13F-HR/A Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 17,232 $258K 0.06% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 16,745 $251K 0.02% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 16,732 $251K 0.16% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 16,637 $250K 0.02% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 16,387 $246K 0.02% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,237 $244K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,225 $243K <0.01% new 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 16,199 $243K 0.09% new 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 15,778 $237K 0.18% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 15,493 $233K <0.01% new 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 15,317 $230K 0.13% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,917 $224K 0.02% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,816 $222K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 14,744 $221K 0.17% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 14,649 $220K 0.12% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,550 $218K 0.01% new 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 14,460 $217K <0.01% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 14,366 $215K 0.02% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14,303 $215K 0.02% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 14,066 $211K 0.03% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 13,872 $208K 0.02% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 12,958 $194K 0.01% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12,861 $193K 0.03% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,802 $192K 0.04% new 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,585 $189K 0.06% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,579 $189K 0.02% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 12,560 $188K 0.03% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,461 $187K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 12,247 $184K <0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,221 $183K <0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,025 $180K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,878 $178K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 11,577 $174K 0.04% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 11,499 $172K 0.18% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,455 $172K <0.01% new 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 11,434 $172K 0.06% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 11,386 $171K 0.09% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 11,111 $167K 0.04% new 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 10,937 $164K 0.06% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 10,803 $162K 0.02% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 10,684 $160K 0.06% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,541 $158K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,481 $157K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,240 $154K 0.01% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 10,234 $154K 0.08% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 10,033 $150K 0.04% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8,886 $133K 0.04% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 8,622 $129K 0.06% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,359 $110K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,464 $97K 0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,427 $96.4K 0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 6,246 $93.7K 0.03% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,107 $91.6K <0.01% new 13F-HR Timeline Group INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 6,062 $90.9K 0.2% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,020 $90.3K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,985 $89.8K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,596 $83.9K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5,444 $81.7K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,378 $65.7K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,186 $62.8K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,065 $61K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,000 $59.6K <0.01% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,755 $56.3K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,632 $54.5K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,572 $53.6K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,541 $53.1K <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,084 $46.3K 0.03% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,908 $44K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,836 $42.5K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,513 $37.7K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,450 $36.8K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,310 $34.6K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,068 $31K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,020 $30.3K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,861 $27.9K 0.02% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,759 $26K 0.03% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,590 $23.9K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,458 $21.9K 0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,416 $21.2K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,393 $20.9K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,295 $19.4K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,291 $19K <0.01% new 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,233 $18.5K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,150 $17.2K <0.01% new 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,077 $16.2K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,034 $15.5K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,026 $15.4K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 932 $14K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 893 $13.4K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 815 $12.2K <0.01% new 13F-HR Timeline Group Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 801 $12K 0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 741 $11.1K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 753 $11K <0.01% new 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 705 $10.6K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 677 $10.2K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 628 $9.42K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 592 $8.88K 0.01% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 547 $8.21K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 506 $8.06K 0.07% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 533 $8K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 519 $7.79K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 491 $7.37K <0.01% new 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 435 $6.53K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 363 $6.02K 0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 384 $5.76K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 334 $5.01K <0.01% new 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 311 $4.67K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 310 $4.65K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 307 $4.61K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 294 $4.41K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 277 $4.19K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 253 $3.79K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 240 $3.6K <0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 222 $3.33K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 173 $2.6K <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 150 $2.25K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 122 $1.83K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 97 $1.46K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 87 $1.3K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 113 $1K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2 $30 <0.01% new 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.