Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 42 $7.78K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 44 $7.72K <0.01% +43 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 37 $6.49K <0.01% -830 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 36 $6.38K <0.01% -11 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 35 $6.14K <0.01% -55 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 33 $5.79K <0.01% +2 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 32 $5.62K <0.01% +26 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 29 $5.09K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 28 $4.91K <0.01% -2,438 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 27 $4.74K 0.01% 0 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/ 25 $4.39K <0.01% -4,074 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 25 $4.39K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 25 $4.39K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 24 $4.21K <0.01% -8 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 24 $4.21K <0.01% -181 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 21 $3.69K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 19 $3.33K <0.01% -341 13F-HR Timeline Group Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 19 $3.33K <0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 17 $3.04K <0.01% -107 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $2.63K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 15 $2.63K <0.01% +1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14 $2.46K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14 $2.46K <0.01% +11 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13 $2.28K <0.01% -4 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 12 $2.11K <0.01% -12 13F-HR Timeline Group Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 11 $1.98K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8 $1.4K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8 $1.4K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7 $1.23K <0.01% -4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7 $1.23K <0.01% +3 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6 $1.05K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6 $1.05K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6 $1.05K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6 $1.05K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6 $1.05K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6 $901 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5 $878 <0.01% -80 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5 $878 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $878 <0.01% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4 $702 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4 $702 <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4 $702 <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3 $527 <0.01% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $527 <0.01% -1 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3 $527 <0.01% 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3 $527 <0.01% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3 $526 <0.01% -384 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $508 <0.01% -104,570 13F-HR/A Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $351 <0.01% -281 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2 $351 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2 $351 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $227 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1 $176 <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1 $176 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $176 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $176 <0.01% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $175 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.