Csenge Advisory Group More: the full row for Csenge Advisory Group 6,936 $710K 0.03% -183 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,920 $708K 0.2% -1,610 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 6,855 $701K 0.2% -1,819 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,836 $699K 0.01% -248 13F-HR Timeline Group LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 6,756 $691K 0.47% -161 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 6,716 $687K 0.06% -1,794 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 6,665 $682K 0.13% -473 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,642 $679K <0.01% +1,033 13F-HR Timeline Group MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 6,639 $679K 0.07% -81 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,637 $679K 0.04% +297 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 6,552 $670K 0.55% -49 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 6,498 $665K 0.12% +1,078 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,422 $657K -41 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,418 $657K <0.01% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 6,390 $654K 0.38% -55 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,332 $648K 0.12% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,328 $647K 0.05% +426 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 6,273 $642K 0.13% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,223 $637K 0.02% -654 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 6,200 $634K 0.49% -1,109 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,171 $631K 0.16% -35 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 6,159 $630K 0.01% +492 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 6,142 $628K 0.13% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,276 $620K 0.14% +4,326 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 6,054 $619K 0.08% 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,008 $615K 0.03% -575 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 5,996 $613K 0.14% -206 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,893 $603K 0.02% -214 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,893 $603K 0.03% -214 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 5,883 $602K 0.34% -1,958 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,869 $600K 0.03% -1,297 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,865 $600K 0.07% -103 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 5,796 $593K 0.03% -84 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,792 $592K 0.01% +136 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,787 $592K 0.02% -627 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 5,740 $587K 0.14% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,706 $584K 0.09% -985 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,691 $582K 0.16% +393 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,572 $570K 0.14% +190 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,566 $569K 0.06% +195 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,533 $566K 0.02% +3,406 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 5,512 $564K 0.47% -202 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. 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Harrison & Partners Inc 4,857 $497K 0.07% -15,000 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 4,835 $495K 0.31% -750 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,765 $487K 0.04% -326 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,748 $486K 0.14% +57 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,731 $484K 0.01% +4 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,676 $478K <0.01% new 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 4,667 $477K 0.38% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,663 $477K 0.15% -629 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,639 $475K 0.18% 0 13F-HR/A Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,605 $471K 0.01% -895 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,549 $465K 0.01% -1,111 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 4,534 $464K 0.19% -634 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 4,487 $459K 0.09% +25 13F-HR Timeline SCOTIA CAPITAL INC. 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More: the full row for Miller Capital Partners, Inc. 4,122 $422K 0.17% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,102 $420K 0.2% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,086 $418K 0.02% +884 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 2,961 $417K 0.14% -62 13F-HR Timeline Hudock, Inc. 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More: the full row for Kovack Advisors, Inc. 3,690 $369K 0.02% -4,015 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,599 $368K 0.04% new 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,566 $365K <0.01% -41 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,539 $362K 0.15% new 13F-HR Timeline Group Keystone Financial Services More: the full row for Keystone Financial Services 3,529 $361K 0.09% -7 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,529 $361K 0.01% -3,109 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,507 $359K 0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,504 $358K 0.18% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,496 $358K 0.04% +15 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,496 $358K 0.02% +159 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,492 $357K 0.08% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,464 $354K 0.03% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,425 $350K 0.12% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,414 $349K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,398 $348K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,382 $346K 0.02% +1,452 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,365 $344K 0.04% -60 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,361 $344K 0.03% 0 13F-HR Timeline Prudent Man Investment Management, Inc. 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Co. 3,235 $326K 0.04% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,154 $323K 0.19% -333 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,143 $322K 0.05% +218 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,141 $321K 0.24% -447 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 3,141 $321K 0.3% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,125 $320K 0.08% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,080 $315K 0.15% +40 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 3,067 $314K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,025 $309K <0.01% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,007 $308K 0.1% +5 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,006 $308K 0.02% +16 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,005 $307K <0.01% 0 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,004 $307K 0.06% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 3,004 $307K 0.06% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,000 $307K 0.17% -1,400 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,975 $304K 0.17% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,944 $301K 0.04% new 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 2,944 $301K 0.17% +32 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 2,929 $300K 0.24% new 13F-HR Timeline D'Orazio & Associates, Inc. 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LLC 2,725 $279K 0.16% new 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 2,698 $276K 0.23% -117 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,656 $272K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,635 $270K 0.04% +178 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,611 $267K 0.16% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,225 $265K 0.06% +1,725 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,592 $265K 0.02% +14 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 2,582 $264K 0.08% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,570 $263K 0.02% +13 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 2,565 $262K 0.22% -920 13F-HR Timeline