Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 49,776 $976K 0.02% -779 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 49,754 $976K 0.05% -7,766 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 48,802 $957K 0.18% +100 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 48,654 $954K 0.29% -57 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 47,819 $938K <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 47,103 $924K 0.01% -3,953 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 47,084 $924K 0.02% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 46,810 $918K 0.27% +4,481 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 46,715 $916K 0.07% +341 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 46,224 $907K 1.28% +1,316 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 45,622 $895K 0.11% +2,777 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 45,283 $888K 0.02% +3,338 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 44,583 $874K 0.1% +12,709 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 44,059 $865K 0.04% +3,520 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 43,580 $857K 0.11% -4,402 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 43,231 $848K 0.06% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 42,870 $841K 0.3% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 42,793 $839K <0.01% +15,527 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 41,790 $820K 0.18% +2,268 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 41,557 $815K 0.03% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 41,335 $810K 0.22% -1,250 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 40,748 $799K 0.11% +6,027 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 40,367 $792K 0.01% +28,818 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 40,001 $785K <0.01% -1,544 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 39,531 $775K 0.03% +415 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 39,306 $771K 0.39% +327 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 39,123 $767K 0.12% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 38,044 $746K <0.01% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 37,500 $734K 0.09% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 37,230 $730K <0.01% -9,862 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 37,164 $729K 0.01% +5,194 13F-HR Timeline Group JM2 Capital Inc. More: the full row for JM2 Capital Inc. 37,098 $728K 0.5% +919 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,010 $726K <0.01% +12,316 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 36,912 $724K 0.01% +2,320 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 36,894 $724K 0.19% +255 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 36,212 $710K 0.06% +3,154 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 35,947 $705K 0.36% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 34,456 $676K 0.05% +8,275 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 33,456 $656K <0.01% -123,835 13F-HR Timeline Group NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 32,558 $639K 0.49% +3,330 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 32,151 $631K 0.19% +3,684 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 32,146 $631K 0.12% +59 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 31,940 $627K 0.58% +2,500 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 30,164 $592K 0.05% -7,551 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 29,533 $579K 0.08% -256 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 29,348 $576K 0.08% +62 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 29,236 $573K 0.03% +2,551 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 29,139 $572K -9,302 Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 29,014 $569K 0.01% +332 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 28,411 $557K 0.01% -1,537 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 28,144 $552K 0.26% -2,047 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 28,015 $550K 0.42% -169 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,905 $548K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 27,627 $542K 0.02% +816 13F-HR Timeline Kinetic Wealth Investment Advisors LLC More: the full row for Kinetic Wealth Investment Advisors LLC 27,578 $541K 0.26% 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 27,470 $539K 0.26% +1,076 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 27,273 $535K 0.14% +429 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 27,082 $531K 0.14% -38,805 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 25,805 $507K 0.08% +1,785 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,115 $493K <0.01% -8,090 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,095 $492K 0.02% +11 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 24,795 $486K 0.06% -2,550 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 24,725 $485K 0.03% -2,385 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,219 $475K <0.01% -169,826 13F-HR/A Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 23,936 $470K 0.12% -31,559 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 23,562 $462K 0.08% -1,394 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 23,194 $455K 0.05% -380 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,522 $442K 0.02% -9 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 22,513 $442K -655,265 Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 22,502 $441K 0.04% -448 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,500 $441K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 22,244 $436K <0.01% +1,086 13F-HR Timeline Group Brown Financial Advisory More: the full row for Brown Financial Advisory 21,549 $423K 0.18% 0 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 20,975 $411K -1,696 Timeline Seek First Inc. More: the full row for Seek First Inc. 20,607 $404K 0.26% -2,740 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 20,082 $394K <0.01% -3,919 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 19,981 $392K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,972 $392K 0.01% -1,855 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 19,940 $391K 0.12% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 18,912 $371K 0.1% +131 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 18,597 $365K 0.07% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 18,350 $360K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 18,273 $358K <0.01% +5,088 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 18,262 $358K 0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 18,255 $358K 0.08% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 18,094 $355K 0.02% -946 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 18,058 $354K 0.09% -37 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 17,800 $349K <0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,681 $347K 0.01% -13,262 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 17,187 $337K 0.24% +63 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16,824 $330K 0.01% -2,913 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 16,694 $327K 0.14% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,457 $323K 0.01% +3,850 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 16,051 $317K 0.13% 0 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 16,010 $314K 0.13% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 15,408 $302K 0.04% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,346 $301K <0.01% -18 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,274 $300K <0.01% -970 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15,180 $298K 0.01% -225 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 14,979 $293K 0.15% -517 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 14,676 $288K 0.18% -3,887 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,589 $286K 0.07% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 14,523 $285K 0.14% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 14,486 $284K 0.07% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 14,142 $277K <0.01% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 14,043 $275K 0.02% -15,313 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 13,865 $272K 0.02% -6,836 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,768 $270K <0.01% +35 13F-HR Timeline Group Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 13,745 $270K 0.07% +10 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 13,643 $268K 0.06% -3,452 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 13,540 $266K 0.19% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,374 $262K <0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,277 $260K 0.03% +1 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,149 $258K <0.01% new 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 13,004 $255K 0.02% 0 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 12,908 $253K 0.22% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,657 $248K 0.02% +4,250 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,511 $245K 0.01% +114 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 12,401 $243K 0.01% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 12,287 $241K 0.07% -259 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,064 $237K <0.01% 0 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 11,989 $235K new Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 11,839 $232K 0.05% +186 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,825 $232K <0.01% +1,599 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,800 $231K 0.01% -5,500 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,782 $231K 0.01% -419 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 11,740 $230K 0.11% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,578 $227K 0.02% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 11,516 $226K 0.13% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 11,527 $226K 0.02% -265,133 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11,465 $225K 0.04% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,431 $224K 0.01% -76 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 11,358 $223K 0.1% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,259 $221K 0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,237 $220K 0.01% +25 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,217 $220K 0.06% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,027 $216K <0.01% -10,623 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,007 $216K <0.01% 0 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 10,862 $213K 0.1% +6 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,834 $213K <0.01% new 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 10,831 $212K 0.06% -32,875 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,826 $212K <0.01% -42 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,783 $212K 0.01% +6,564 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 10,740 $211K 0.03% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,598 $208K <0.01% -25 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,429 $205K <0.01% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 10,314 $202K 0.04% +108 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 10,121 $199K 0.09% -5,363 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,122 $199K 0.06% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,057 $197K 0.08% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 9,307 $183K 0.04% +3,084 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 8,693 $171K 0.13% +91 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,085 $159K <0.01% -1,319 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,894 $155K <0.01% -669 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 7,828 $154K 0.01% -154 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,418 $146K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,078 $119K <0.01% -102 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,672 $111K <0.01% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $108K 0.03% 0 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,060 $99.3K 0.03% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,375 $85.8K 0.06% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,365 $85.6K <0.01% +3,958 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,269 $83.8K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,106 $80.5K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,061 $79.7K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,830 $75.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,568 $70K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,379 $66.3K 0.01% +4 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,212 $63.1K 0.04% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,035 $59.5K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,872 $56.3K <0.01% +465 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,296 $45K <0.01% +51 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,254 $44.2K <0.01% +338 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 2,051 $40.2K 0.01% +21 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,662 $32.6K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,558 $30.6K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,514 $30K <0.01% -944 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,525 $29.9K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,350 $26.5K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,250 $24.5K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,066 $21K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,028 $20.2K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,073 $20K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,008 $19.8K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 901 $17.7K <0.01% +4 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 891 $17.5K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 787 $15.4K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 760 $14.9K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 697 $13.7K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 650 $12.8K <0.01% -2,973 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 580 $11.4K <0.01% -25 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 555 $10.9K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 520 $10.2K <0.01% -1,026 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 336 $6.59K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 269 $5.28K <0.01% -1 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 205 $4K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 117 $2.29K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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