Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 10,599 $413K 0.13% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,414 $406K <0.01% +1,330 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,305 $401K 0.02% +711 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,267 $400K 0.01% +27 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,183 $397K 0.03% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 10,141 $395K 0.16% +1,249 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 10,135 $395K 0.02% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,541 $394K 0.02% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,115 $394K 0.01% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 10,047 $391K 0.16% -1,825 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 10,041 $391K 0.01% -77 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,990 $389K 0.09% +12 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 9,980 $389K 0.17% +285 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 9,909 $386K 0.1% -322 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 9,827 $383K 0.23% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 9,758 $380K 0.08% -1,656 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 9,616 $375K 0.17% +24 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 9,616 $375K 0.07% +233 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,613 $374K 0.12% +4,114 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 9,590 $374K 0.3% -66 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 9,559 $372K 0.58% +12 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 9,433 $368K 0.21% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 9,392 $366K 0.02% +25 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,371 $365K 0.25% +87 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 9,355 $364K 0.27% new 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 8,855 $362K 0.26% -95 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,199 $358K <0.01% -5,428 13F-HR Timeline Group BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 9,123 $355K 0.14% +250 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,095 $354K <0.01% new 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 9,056 $353K 0.09% -532 13F-HR Timeline Wall Capital Group, Inc. More: the full row for Wall Capital Group, Inc. 9,038 $352K 0.38% +678 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 8,611 $350K 0.15% 0 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 8,934 $348K 0.29% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 8,919 $348K 0.03% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,732 $340K <0.01% -180 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,684 $338K 0.06% -126 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,684 $338K 0.02% -126 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 8,566 $334K 0.14% -4,616 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 8,289 $323K 0.18% +1 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 8,284 $323K 0.16% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 8,283 $323K 0.07% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,102 $320K 0.07% +6,355 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8,188 $319K 0.11% +21 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 8,100 $316K 0.3% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,100 $316K 0.05% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,100 $315K 0.01% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 8,043 $313K 0.18% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 7,968 $310K 0.1% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,926 $309K 0.01% -278 13F-HR/A Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 7,911 $308K 0.18% +2 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,863 $306K 0.06% +195 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,846 $306K <0.01% +96 13F-HR Timeline Group Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 7,844 $306K 0.29% +1,805 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,816 $305K 0.06% +477 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,807 $304K <0.01% -5,132 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,756 $302K <0.01% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,693 $300K 0.04% +233 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7,626 $297K 0.16% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,569 $295K 0.08% -1,088 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,569 $295K 0.01% -4,751 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 7,518 $293K 0.26% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,457 $291K 0.02% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 7,422 $289K 0.09% -598 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,385 $288K 0.05% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,339 $286K 0.13% +3 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,314 $285K <0.01% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,303 $285K 0.04% +7 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 7,279 $283K 0.28% +1 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 7,262 $283K 0.2% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 7,261 $283K 0.12% new 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 6,747 $281K 0.19% -2,209 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 7,205 $281K 0.19% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,200 $281K 0.02% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,901 $280K 0.09% +1,230 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,159 $279K 0.01% -385 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,130 $278K 0.17% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 7,101 $277K 0.06% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 7,098 $277K 0.12% +19 13F-HR/A Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 7,080 $276K 0.23% +78 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,000 $273K <0.01% -2,092 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,992 $272K 0.08% new 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 6,938 $270K 0.18% new 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 6,881 $268K 0.07% -60 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,863 $267K 0.01% new 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 6,843 $267K 0.24% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,793 $265K 0.14% +256 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 6,788 $264K 0.02% -4,898 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 6,672 $260K 0.27% -35 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 6,655 $259K 0.03% new 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,616 $258K 0.09% -155 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,603 $257K 0.01% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,572 $256K 0.16% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,479 $252K 0.01% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,403 $249K 0.03% -158 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,367 $248K 0.11% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,353 $248K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,255 $244K 0.04% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,217 $242K 0.04% -6,129 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,182 $241K 0.02% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,180 $241K <0.01% -6,894 13F-HR/A Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 6,175 $241K 0.12% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,147 $239K 0.1% -3,499 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,294 $238K <0.01% +5,454 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,705 $237K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,010 $234K 0.02% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 5,997 $234K 0.03% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,976 $233K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,929 $231K 0.01% +523 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,815 $227K <0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,774 $225K 0.03% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,770 $225K 0.05% -1,495 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,754 $224K 0.14% -944 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,738 $224K 0.01% new 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 5,701 $222K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,656 $220K 0.01% 0 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 5,637 $220K 0.16% +10 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 5,632 $219K 0.12% +1,123 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 5,629 $219K 0.2% +190 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,624 $219K <0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,560 $217K 0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,503 $214K 0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,289 $206K <0.01% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 5,217 $203K 0.08% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,186 $202K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,974 $194K 0.13% +25 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,710 $183K 0.14% +1,329 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,582 $179K 0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,409 $172K 0.06% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,145 $171K 0.1% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,126 $161K <0.01% -1,458 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,063 $158K 0.45% -30,918 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,955 $154K 0.01% -28,608 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,903 $152K 0.12% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,887 $151K 0.01% -64 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,538 $138K 0.05% 0 13F-HR/A Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,092 $120K 0.07% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,859 $111K 0.02% 0 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 2,690 $105K <0.01% 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,583 $101K 0.05% +1,463 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,526 $98.4K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,430 $94.7K 0.02% +6 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,314 $90K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,921 $74.8K 0.02% +104 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,919 $74.8K <0.01% -414 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,900 $74K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,864 $72.6K 0.02% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,832 $71.4K 0.02% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,759 $68.5K 0.06% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 1,629 $63.5K 0.03% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,590 $61.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,553 $60.5K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,525 $59.4K <0.01% +4 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,204 $46.9K <0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 1,156 $45K 0.02% -24 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,120 $43.6K <0.01% -6,919 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 980 $38.2K <0.01% -1,342 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 960 $37.4K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 931 $36.3K 0.01% -864 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 938 $36K 0.01% +719 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 846 $33K 0.01% +2 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 841 $32.8K 0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 741 $28.9K 0.02% -38 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 730 $28.4K 0.04% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 700 $27.3K 0.01% -30 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 681 $26.5K 0.02% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 598 $23.3K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 516 $20.1K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 467 $18.2K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 452 $17.6K 0.01% -1,000 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 430 $16.8K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 410 $16K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 348 $13.6K <0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 340 $13.2K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 326 $12.7K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 311 $12.1K <0.01% +181 13F-HR/A Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 306 $11.9K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 257 $10K <0.01% +11 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 247 $9.62K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 150 $5.84K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 146 $5.69K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 96 $3.74K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 91 $3.54K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 85 $3.31K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 70 $3K <0.01% -1,452 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 52 $2.04K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 33 $1.29K <0.01% new 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 31 $1.2K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 18 $701 <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 8 $312 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2 $64 <0.01% +1 13F-HR Timeline