Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,326 $3.31M 0.24% +130 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,320 $3.31M 1.35% +14 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,316 $3.3M 0.12% +54 13F-HR Timeline Group Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,314 $3.3M 1.54% -18 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,311 $3.3M 0.54% -106 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 3,302 $3.29M 2.53% +242 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,301 $3.29M 0.91% -54 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,293 $3.28M 0.49% +2,667 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,286 $3.27M 0.22% +226 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,285 $3.27M 1.62% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,275 $3.26M 0.19% -841 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,271 $3.26M 1.44% -2 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 3,264 $3.25M 1.32% -45 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,253 $3.24M 0.78% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,248 $3.24M 0.47% -425 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,212 $3.23M 0.14% +3,210 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,239 $3.23M 1.19% -39 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,230 $3.22M 1.51% -65 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,217 $3.21M 1.96% +833 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,216 $3.2M 0.05% -335 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,209 $3.2M 0.34% +319 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,208 $3.2M 1.76% -65 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,208 $3.2M 1.25% +3 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 3,197 $3.19M 3.38% +29 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,194 $3.18M 0.45% -223 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,174 $3.16M 0.24% +16 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,174 $3.16M 2.58% +27 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,128 $3.12M 1.32% +65 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 3,126 $3.11M 3.04% -295 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,124 $3.11M 0.35% +344 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,124 $3.11M 1.01% -23 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,123 $3.11M 0.95% -71 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,120 $3.11M -25 Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,113 $3.1M 0.09% -2,062 13F-HR Timeline Group DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,107 $3.1M 4.02% +3 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,105 $3.09M 0.22% +30 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,104 $3.09M 0.45% +42 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,102 $3.09M 0.14% -8 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,099 $3.09M 1.3% +37 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 3,099 $3.09M 0.02% +5 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,098 $3.09M 1.53% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,082 $3.07M 0.11% -1,194 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,079 $3.07M 0.54% -5 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,077 $3.07M 0.21% +371 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,022 $3.07M 0.51% -613 13F-HR Timeline Sava Infond d.o.o. 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More: the full row for Accredited Investors Inc. 2,838 $2.83M 0.15% +206 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,829 $2.82M 0.11% -505 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,829 $2.82M 0.2% +94 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,826 $2.82M 0.39% +15 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,825 $2.82M 0.76% +1,648 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,824 $2.81M 0.24% -18 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,818 $2.81M 0.82% +2 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,815 $2.8M 0.72% +92 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2,812 $2.8M 1.64% +364 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,812 $2.8M 0.24% -44 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 2,810 $2.8M 0.89% +417 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,796 $2.79M 0.18% -26 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,800 $2.79M 0.09% 0 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,800 $2.79M 0.85% -25 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,796 $2.79M 0.2% +139 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 2,796 $2.79M 2.72% +2,205 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,792 $2.78M 0.2% -42 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 2,788 $2.78M 1.12% -88 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,783 $2.77M 0.26% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,781 $2.77M 0.28% -115 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,778 $2.77M 0.57% +326 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,778 $2.77M 0.28% -710 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,773 $2.76M 0.19% +142 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,771 $2.76M 0.35% -201 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,769 $2.76M 0.37% +691 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,763 $2.75M 0.3% -194 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,755 $2.75M 1.05% -102 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,748 $2.74M 2.05% -39 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,743 $2.73M 0.06% +118 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,740 $2.73M 0.77% -352 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 2,734 $2.72M 0.18% -5,595 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,732 $2.72M 0.29% +350 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,732 $2.72M 0.41% +41 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,729 $2.72M 0.68% +78 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,725 $2.72M 1.04% +50 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,719 $2.71M 0.12% +400 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 2,718 $2.71M 0.09% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,717 $2.71M 0.56% -1 13F-HR Timeline 360 Financial, Inc. 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More: the full row for Edgestream Partners, L.P. 2,695 $2.69M 0.09% +1,459 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,693 $2.68M 0.69% -126 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,690 $2.68M 0.85% -14 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,690 $2.68M 0.9% +76 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,686 $2.68M 0.15% +489 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,677 $2.67M 0.55% -41 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,674 $2.66M 0.17% -196 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,673 $2.66M 0.33% -1 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,671 $2.66M 0.11% +57 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,756 $2.66M 0.19% -176 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,666 $2.66M 0.29% +116 13F-HR Timeline SC&H Financial Advisors, Inc. 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