Strid Group, LLC More: the full row for Strid Group, LLC 52,735 $1.03M 0.13% +8,143 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 51,453 $1.01M 0.58% +1,203 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 51,364 $1.01M 0.97% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 51,155 $1M 0.05% +1,048 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 51,056 $1M 0.01% +3,543 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 50,766 $997K 0.16% -31,156 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 50,614 $993K 0.23% +10,065 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 50,555 $992K 0.03% -2,766 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 50,493 $991K 0.64% +5,740 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 48,702 $956K 0.19% +1,690 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 48,711 $956K 0.34% -858 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,987 $942K 0.01% +8,921 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 47,982 $942K 0.14% -4,420 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 47,819 $938K <0.01% +1,267 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 47,092 $924K 0.01% -11,402 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 46,374 $910K 0.08% +5,331 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 44,908 $881K 1.31% +1,561 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 43,706 $858K 0.3% +17,411 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 43,231 $848K 0.06% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 42,870 $841K 0.35% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 42,845 $841K 0.12% -5,782 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 42,585 $836K 0.24% -140 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 42,329 $831K 0.33% -548 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 41,945 $823K 0.02% -1,153 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 41,545 $815K 0.01% new 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 40,539 $800K 0.04% 0 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 40,119 $787K 0.68% +13,407 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 39,522 $776K 0.18% +6,090 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 39,123 $768K 0.1% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 39,116 $768K 0.04% +404 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 38,979 $765K 0.44% -1,456 13F-HR/A Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 38,441 $754K +13,135 Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 37,715 $740K 0.07% -1,821 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 37,500 $736K 0.09% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 36,773 $722K 0.37% +820 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 36,639 $719K 0.21% -797 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 36,179 $710K 0.59% +1,413 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 35,947 $707K 0.4% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 34,721 $681K 0.1% +7,361 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 34,592 $679K 0.01% +1,204 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,811 $664K 0.01% +2,915 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 33,205 $652K <0.01% +3,010 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 33,058 $649K 0.06% -2,309 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 32,087 $630K 0.13% +21,655 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 31,970 $627K 0.01% -844 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31,874 $626K 0.08% +10,582 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 30,943 $607K 0.02% -31,870 13F-HR Timeline Group Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 30,191 $593K 0.32% +992 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 29,948 $588K 0.01% -733 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 29,789 $585K 0.24% +254 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 29,440 $578K 0.59% +1,400 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 29,356 $576K 0.04% +16,259 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 29,286 $575K 0.08% +61 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 29,228 $574K 0.5% +851 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 28,682 $563K 0.01% +364 13F-HR/A Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 28,467 $559K 0.22% +2,438 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 28,184 $553K 0.48% -1,293 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 27,345 $537K 0.08% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 27,266 $535K <0.01% -59,506 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 27,110 $532K 0.04% 0 13F-HR/A Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 26,844 $527K 0.16% +103 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 26,811 $526K 0.02% -429 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 26,685 $524K 0.03% +6,027 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 26,394 $518K 0.28% -90 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,181 $514K 0.05% +17,389 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,084 $492K 0.03% +188 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 24,956 $490K 0.09% -2,577 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 24,752 $486K 0.03% +6,137 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,694 $485K <0.01% -5,978 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 24,020 $472K 0.08% +1,561 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 24,001 $471K 0.01% +6,243 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 23,574 $463K 0.06% -821 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 23,347 $458K 0.32% +857 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 22,950 $450K 0.05% -1,303 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 22,671 $445K 0 Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,531 $442K 0.02% -73,084 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,500 $442K 0.02% 0 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,827 $428K 0.01% +33 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 21,650 $425K <0.01% -343 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 21,549 $423K 0.21% 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. 21,158 $415K <0.01% +135 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 20,701 $406K 0.03% +338 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 19,940 $391K 0.13% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19,737 $387K 0.01% +163 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 19,040 $374K 0.02% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 18,781 $369K 0.11% +128 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 18,700 $368K 0.09% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 18,602 $365K 0.04% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 18,563 $364K 0.28% -1,496 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 18,350 $360K 0.02% -558 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,322 $360K 0.1% -2,447 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 18,255 $358K 0.09% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 18,095 $355K 0.1% -9,269 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 17,800 $349K <0.01% -1,500 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 17,300 $340K 0.02% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 17,124 $336K 0.25% -836 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 17,095 $335K 0.08% -477 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 16,244 $319K <0.01% +2,184 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 16,051 $315K 0.13% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 15,496 $304K 0.18% +1,276 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 15,484 $304K 0.15% -1,995 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15,405 $302K 0.01% -1,005 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,364 $302K <0.01% +361 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,589 $286K 0.08% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 14,523 $285K 0.16% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 14,142 $278K <0.01% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 13,735 $270K 0.08% -153 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,733 $270K <0.01% +141 13F-HR Timeline Group ASL Financial, LLC More: the full row for ASL Financial, LLC 13,540 $266K 0.21% -510 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,276 $261K 0.04% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,185 $259K <0.01% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 13,004 $255K 0.03% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,607 $247K 0.01% 0 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 12,546 $246K 0.08% +1 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,461 $245K 0.01% new 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,397 $243K 0.01% -280 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 12,201 $239K 0.02% -62,300 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 12,074 $237K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,064 $237K <0.01% +4,263 13F-HR Timeline Group 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 11,740 $230K 0.13% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 11,653 $229K 0.06% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,549 $227K <0.01% -3,718 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 11,516 $226K 0.15% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,507 $226K 0.01% -316 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11,465 $225K 0.05% -672 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 11,358 $223K 0.11% +1,199 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 11,212 $220K 0.01% -1,023 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,007 $216K <0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,868 $213K <0.01% 0 13F-HR Timeline Group Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 10,856 $213K 0.12% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 10,740 $211K 0.04% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,623 $208K 0.01% -593 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 10,500 $206K 0.04% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,476 $206K 0.02% +57 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,226 $201K <0.01% -20,035 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 10,206 $200K 0.05% +106 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,122 $199K 0.07% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,404 $185K <0.01% -2,114 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 8,602 $169K 0.15% +29 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,563 $168K <0.01% +750 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,407 $165K 0.01% +3,132 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 7,982 $157K 0.02% 0 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 JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6,223 $122K 0.03% new 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 6,180 $121K <0.01% -642 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $108K 0.04% new 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,060 $99.3K 0.03% new 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,375 $85.9K 0.05% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,269 $83.8K <0.01% +44 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,219 $82.8K 0.24% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,106 $80.6K 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 $75.2K <0.01% -2,553 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 3,791 $74.4K 0.03% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,623 $71.1K <0.01% new 13F-HR Timeline Group 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. 3,375 $66.2K 0.01% +5 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,212 $63K 0.04% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,035 $59.6K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,458 $48K <0.01% +26 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,407 $47.3K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,245 $44.1K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,030 $39.8K 0.01% +21 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,916 $37.6K <0.01% -1,850 13F-HR Timeline Group 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 Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,546 $30.3K <0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,525 $29.9K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,438 $28.2K 0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,379 $27.1K 0.03% 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 FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,267 $24.9K <0.01% new 13F-HR Timeline Group RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 1,263 $24.8K 0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,250 $24.5K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,066 $21K <0.01% new 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% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 997 $19.6K <0.01% 0 13F-HR/A Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 897 $17.6K <0.01% +3 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 787 $15.5K <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% +14 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 605 $11.9K <0.01% +580 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 ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 407 $7.99K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 402 $7.89K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 387 $7.59K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 342 $6.72K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 270 $5.29K <0.01% +1 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 250 $4.91K <0.01% -1,250 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 250 $4.91K <0.01% -250 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 $2.3K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 102 $2K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 66 $1.29K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 47 $932 <0.01% 0 13F-HR Timeline