MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 43,900 $904K 0.01% +9,255 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 43,648 $899K 0.32% -559 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 43,246 $891K 0.51% +1,675 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 43,034 $886K 0.2% +5,909 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,711 $880K 0.01% +31,459 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 42,459 $875K 0.63% +6,010 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 42,116 $868K 0.28% +15,560 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 41,902 $863K 0.02% +24,057 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 41,794 $861K 0.09% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 39,757 $819K 0.03% -2,431 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 39,749 $819K 0.41% +2,297 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 39,674 $817K 0.06% +5,685 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 39,270 $809K 0.16% +20,805 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 38,591 $795K 0.17% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 38,231 $788K 0.04% new 13F-HR/A Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 37,975 $782K 0.5% +5,160 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 37,961 $782K <0.01% 0 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 37,648 $776K 0.04% +492 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 37,488 $772K 0.05% -1,104 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 37,189 $766K 0.01% -18,088 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 37,150 $765K 0.17% +12,150 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 36,619 $756K 0.41% +33,516 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 36,660 $755K <0.01% +750 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 36,585 $754K 0.09% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 35,309 $727K 0.22% -27,245 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 34,909 $719K 0.01% -109,846 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 34,864 $718K 0.44% +383 13F-HR/A Timeline True Vision MN LLC More: the full row for True Vision MN LLC 34,788 $717K 0.36% +1,554 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 34,695 $715K 0.04% +22,166 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 34,502 $711K 0.57% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 33,868 $698K 0.06% +1,615 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,504 $690K 0.01% +1,267 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 32,647 $673K <0.01% +18,632 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 32,365 $667K 0.01% -14,106 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 29,740 $613K 0.03% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 29,615 $610K <0.01% +5,135 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 29,266 $603K 0.01% -766 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 29,262 $603K 0.07% -892 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 29,246 $602K 0.01% +19,459 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 28,490 $587K 0.42% 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 28,277 $583K 0.11% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 28,110 $579K 0.59% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 27,893 $575K 0.01% -1,489 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,824 $573K <0.01% +6,116 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 27,770 $572K 0.17% -506 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,348 $563K <0.01% -17,569 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 27,233 $561K 0.32% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 27,142 $559K 0.16% -434 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,974 $556K 0.01% +6,415 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 26,410 $542K 0.12% +6,069 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 26,175 $539K <0.01% +159 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,715 $530K 0.03% +510 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 25,602 $527K 0.22% +3,002 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 25,423 $524K 0.01% -2,100 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 25,376 $523K 0.29% +11,000 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 25,128 $518K 0.19% +6,835 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 24,763 $510K 0.11% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 24,694 $509K 0.04% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 23,936 $493K 0.04% +1,819 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 23,801 $490K 0.07% +11,029 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 23,757 $489K 0.03% -2,485 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 23,715 $489K 0.03% +207 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,647 $487K 0.01% +4,216 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 23,384 $482K 0.01% +5,415 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 22,142 $456K 0.02% +2,120 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 22,060 $455K 0.01% +3,433 13F-HR Timeline Group Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 21,290 $439K 0.2% new 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 20,734 $427K 0.22% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20,638 $425K 0.05% +6,066 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 20,499 $422K 0.05% +336 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,424 $421K <0.01% +6,326 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 20,399 $420K 0.37% 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 20,228 $417K <0.01% new 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 20,159 $415K 0.04% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 20,093 $413K 0.26% +1 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 19,881 $410K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 19,565 $403K 0.06% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 18,661 $384K 0.02% new 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 18,196 $375K 0.23% +1,967 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 17,862 $368K 0.05% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 17,677 $364K 0.02% +1,096 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 17,505 $361K 0.02% +2,375 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 17,358 $358K 0.2% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 17,312 $357K 0.01% -1,135 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 17,064 $352K 0.03% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 16,909 $348K 0.09% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,626 $342K <0.01% new 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 16,533 $341K 0.06% +3,961 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,372 $337K <0.01% +3,820 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 16,294 $335K 0.06% new 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) 16,220 $334K 0.01% new 13F-HR Timeline Group ASL Financial, LLC More: the full row for ASL Financial, LLC 14,888 $327K 0.26% 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 15,558 $320K 0.1% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,339 $316K 0.08% +4,859 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,940 $308K 0.01% -5,036 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14,575 $300K 0.01% -3,720 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,587 $300K 0.05% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 14,540 $300K 0.1% +3,600 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,500 $299K <0.01% +3,000 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 14,411 $297K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 14,043 $289K 0.01% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 13,743 $283K 0.15% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 13,491 $278K 0.05% +393 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 13,450 $277K 0.13% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 13,170 $271K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,695 $262K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 12,472 $256K 0.12% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,294 $253K 0.05% +39 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 12,224 $252K 0.1% -4,223 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,144 $250K <0.01% new 13F-HR/A Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,047 $248K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,941 $246K 0.02% -728 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11,833 $244K 0.17% +221 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,475 $236K <0.01% -595 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 11,325 $233K 0.09% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,323 $230K 0.08% +1,172 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,151 $230K 0.04% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,671 $220K <0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,598 $218K 0.01% +411 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 10,475 $216K 0.01% -1,020 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 10,418 $215K 0 Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 10,139 $209K 0.05% -2,392 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,102 $208K 0.01% +29 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 10,066 $207K 0.05% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 10,000 $206K 0.1% 0 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 9,995 $206K 0.1% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 9,925 $204K 0.03% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 9,914 $204K 0.05% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,710 $200K <0.01% new 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,708 $200K 0.07% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8,579 $177K 0.04% -401 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 7,665 $158K 0.04% -121 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,352 $151K <0.01% +972 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 7,290 $150K 0.11% +27 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,133 $147K <0.01% -323,597 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,160 $127K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,547 $114K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,423 $112K 0.01% +59 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,029 $104K 0.01% +9 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,941 $81.2K <0.01% +43 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,882 $80K <0.01% +489 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,852 $79.4K 0.01% +12 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 3,725 $76.7K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,297 $67.9K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,253 $67K 0.01% 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,092 $63.7K 0.04% 0 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,239 $46.1K <0.01% +739 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,196 $45.2K <0.01% 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. 2,063 $42.5K <0.01% -685 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,605 $33.1K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,585 $32.6K <0.01% -252 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,488 $30.7K <0.01% 0 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,384 $28.5K -2,540 Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,330 $27.4K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,299 $27K <0.01% +27 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,061 $21.9K 0.01% +4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,046 $21K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 975 $20.1K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 802 $16.5K <0.01% +341 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 800 $16.5K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 708 $14.6K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 658 $13.6K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 580 $11.9K <0.01% -264 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 522 $10.8K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 480 $9.89K <0.01% -348 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 440 $9.06K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 433 $8.92K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 388 $8K <0.01% +215 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 6,489 $6.49K <0.01% 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 305 $6K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 258 $5.32K <0.01% +170 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 250 $5.15K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 130 $2.68K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 116 $2.39K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 113 $2.33K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 112 $2.32K <0.01% +1 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 92 $1.9K <0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 75 $1.54K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 62 $1.28K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 43 $905 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 36 $742 <0.01% -1,564 13F-HR Timeline