High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 6,646 $366K 0.04% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,592 $363K 0.01% -2 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,583 $362K 0.02% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,565 $361K 0.01% +1,492 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,563 $361K 0.01% +3,572 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 6,544 $360K 0.15% 0 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 6,445 $355K 0.3% +21 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 6,433 $354K 0.54% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,419 $353K 0.01% +530 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,366 $350K 0.09% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 6,288 $346K 0.03% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,283 $346K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,273 $345K +4,736 Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 6,218 $342K 0.05% 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,195 $341K 0.1% +20 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 6,178 $340K 0.09% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,293 $340K 0.01% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,141 $338K 0.02% +19 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 6,115 $336K 0.06% +1,405 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,065 $334K 0.13% +9 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,856 $333K 0.05% +20 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 6,034 $332K 0.16% +21 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,033 $332K <0.01% +9 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,954 $328K 0.02% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,951 $327K 0.06% +20 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,931 $326K 0.01% +18 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 5,891 $324K 0.09% +20 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,881 $324K 0.08% -281 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,872 $323K 0.14% +940 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,844 $321K 0.13% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,804 $319K 0.1% +6 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,764 $317K 0.03% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,719 $315K 0.02% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,708 $314K 0.03% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,707 $314K <0.01% 0 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 5,684 $313K 0.04% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,656 $311K 0.06% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,537 $305K 0.06% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,515 $303K 0.02% 0 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 5,505 $303K 0.16% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,464 $301K 0.15% -53 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,431 $299K 0.02% +18 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,383 $296K 0.09% +18 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 5,379 $296K 0.07% -53 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 5,350 $294K 0.11% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,325 $293K 0.01% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,306 $292K 0.01% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 5,246 $289K 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,234 $288K 0.02% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,057 $286K 0.01% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 5,194 $286K 0.17% +5 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,031 $277K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,025 $276K 0.01% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 4,986 $274K 0.07% 0 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 5,009 $274K 0.06% +7 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,961 $273K 0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,944 $272K 0.04% +17 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,928 $271K <0.01% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,920 $271K 0.09% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,915 $270K 0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,865 $268K 0.04% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 4,852 $267K 0.07% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,791 $264K 0.01% +12 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,764 $262K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4,759 $262K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,730 $260K <0.01% +1,376 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,682 $258K 0.02% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,662 $256K 0.02% 0 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 4,567 $251K 0.03% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,553 $250K 0.05% +16 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,549 $250K 0.19% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,545 $250K 0.02% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,537 $250K 0.02% -240 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,511 $248K 0.14% new 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 4,500 $248K 0.17% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,459 $245K 0.12% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,441 $244K 0.02% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,396 $242K 0.03% +10 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,396 $242K 0.02% +10 13F-HR Timeline Group Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 4,374 $241K 0.18% +15 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 4,362 $240K 0.1% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,351 $239K 0.02% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,331 $238K 0.07% 0 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 4,323 $238K 0.05% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 4,303 $237K 0.02% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,293 $236K 0.02% -71 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,280 $235K 0.1% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,275 $235K 0.03% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 4,256 $234K 0.07% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,254 $234K 0.01% +14 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 4,253 $234K 0.06% +15 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,243 $233K 0.04% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,222 $232K 0.03% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,211 $232K 0.03% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,171 $229K <0.01% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,110 $226K 0.09% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,083 $225K 0.02% new 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 4,059 $223K 0.13% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,052 $223K 0.05% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,046 $223K 0.04% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 4,031 $222K 0.05% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,015 $221K 0.04% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,993 $220K <0.01% new 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 3,929 $216K 0.46% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,900 $215K 0.1% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,865 $213K 0.01% -293 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,093 $211K 0.03% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,810 $210K <0.01% -900 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,785 $208K 0.01% -4,003 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 3,762 $207K 0.04% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,754 $207K 0.01% +77 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 4,256 $206K <0.01% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,729 $205K 0.03% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,711 $204K 0.06% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,710 $204K <0.01% new 13F-HR Timeline Group Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,710 $204K 0.05% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,698 $203K 0.06% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,694 $203K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,675 $202K <0.01% -42,057 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,662 $201K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,601 $198K 0.01% +10 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,547 $195K 0.06% -98 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,317 $182K 0.04% +3 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 3,159 $174K 0.07% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,129 $172K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,035 $167K 0.05% new 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,001 $165K 0.04% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,819 $155K 0.01% +1,076 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 2,723 $150K 0.11% +5 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,662 $146K <0.01% -116 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,535 $139K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,497 $137K 0.03% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,429 $134K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,420 $133K 0.05% -789 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,400 $132K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,244 $123K 0.05% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,176 $120K 0.05% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,127 $117K 0.02% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,013 $111K 0.03% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,898 $104K 0.04% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,867 $103K 0.01% 0 13F-HR/A Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,638 $90.1K 0.02% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,496 $82.3K <0.01% new 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,467 $80.7K 0.04% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,459 $80K 0.02% +5 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,422 $78.2K 0.01% +1,034 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,403 $77.2K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,352 $74.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,344 $74K <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,343 $73.9K 0.04% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,315 $72.3K 0.03% -2,904 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,275 $70.1K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,231 $67.7K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,212 $66.7K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,196 $65.8K <0.01% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,061 $58.4K 0.02% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,024 $56.1K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,000 $55K 0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 980 $54.2K 0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 965 $53.1K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 954 $52.5K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 894 $49.2K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 794 $43.7K 0.01% +50 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 719 $39.6K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 693 $38.1K 0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 673 $37K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 629 $34.6K <0.01% +2 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 621 $34.2K 0.02% 0 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 539 $29.7K 0.03% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 498 $27.4K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 485 $26.7K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 456 $25.1K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 448 $24.6K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 446 $24.5K 0.01% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 403 $22.2K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 374 $20.6K <0.01% +1 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 367 $20.2K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 366 $20.1K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 350 $19.3K <0.01% 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 343 $18.9K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 286 $15.7K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 221 $12.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 211 $11.6K <0.01% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 196 $10.8K 0.01% 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 195 $10.7K <0.01% -760 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 179 $9.85K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 165 $9.08K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 155 $8.53K <0.01% 0 13F-HR/A Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 110 $6.05K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 80 $4K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 53 $2.92K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 36 $1.98K <0.01% -382 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 23 $1.26K <0.01% 0 13F-HR Timeline