Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,323 $103K <0.01% +104 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,303 $101K <0.01% -57 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,278 $99.4K 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,278 $99.4K <0.01% +109 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,721 $99.3K 0.01% -250 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,245 $96.8K 0.02% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,200 $93.3K 0.09% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,200 $93.3K 0.06% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,200 $93.3K 0.07% -148,963 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,155 $89.8K <0.01% -660 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,117 $86.9K 0.01% +37 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,076 $83.7K 0.02% -572 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,013 $78.8K 0.03% +618 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,012 $78.7K 0.04% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,010 $78.5K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,009 $78.5K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 977 $76K <0.01% +26 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 960 $74.7K 0.08% 0 13F-HR/A Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,905 $73.7K <0.01% +1,002 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 930 $72.3K <0.01% +30 13F-HR Timeline Trust Co More: the full row for Trust Co 930 $72.3K 0.01% +720 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 922 $71.7K 0.01% -160 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 912 $70.9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 885 $68.8K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 885 $68.8K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 867 $66.8K <0.01% -93 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 858 $66.7K 0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 830 $64.5K 0.06% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 815 $63.4K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 805 $62.6K <0.01% +5 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 800 $62.2K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 771 $62K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 769 $59.8K <0.01% -28 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 696 $54K 0.01% -600 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 690 $53.7K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 656 $51K 0.01% -7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 655 $50.9K <0.01% +55 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 653 $50.8K 0.04% -703 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 641 $49.8K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 632 $49.2K <0.01% +112 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 625 $48.6K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 618 $48K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 615 $48K 0.04% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 611 $47.5K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 602 $47K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 603 $46.9K 0.01% -353 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 600 $46.7K 0.02% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 581 $45.1K 0.05% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 577 $44.9K <0.01% -2 13F-HR Timeline Group City State Bank More: the full row for City State Bank 567 $44.1K 0.01% -100 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 546 $42.5K <0.01% 0 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 528 $41.1K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 525 $40.8K 0.01% -143 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 513 $39.9K 0.03% +487 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 505 $39.3K 0.02% +17 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $38.9K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 500 $38.9K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 500 $38.9K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 493 $38.3K 0.01% -13 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 480 $37.3K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 469 $36.5K 0.01% +21 13F-HR Timeline Quarry LP More: the full row for Quarry LP 461 $35.9K 0.01% -4,941 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 455 $35.4K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 450 $35K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 440 $34.2K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 432 $34K <0.01% +4 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 436 $33.9K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 405 $31.5K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 400 $31.1K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 391 $30.4K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 390 $30.3K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 385 $29.9K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 392 $29.9K 0.01% +4 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 382 $29.7K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 378 $29K <0.01% +164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCF Advisors LLC More: the full row for MCF Advisors LLC 364 $28.3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 362 $28.2K 0.01% +259 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 357 $27.8K 0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 352 $27.4K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 322 $26.9K <0.01% +15 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 331 $25.7K <0.01% 0 13F-HR/A Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 324 $25.2K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 298 $25.1K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 314 $24.4K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 306 $23.8K <0.01% +1 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 300 $23.4K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 290 $22.6K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 277 $21.5K 0.01% +52 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 258 $20.1K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 255 $19.8K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 252 $19.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 249 $19.4K 0.01% +40 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 240 $18.7K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 227 $17.7K 0.01% +13 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 232 $17.4K <0.01% +68 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 219 $17K <0.01% -420 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 208 $16.2K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 200 $15.6K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 200 $15.6K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 192 $14.9K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 189 $14.7K <0.01% -75 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 183 $14.2K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 184 $14.2K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 174 $13.3K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 170 $13.2K <0.01% -138 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 170 $13.2K <0.01% +26 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 169 $13.1K 0.03% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 163 $12.7K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 155 $12.1K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 138 $10.7K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 135 $10.5K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 127 $9.88K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 125 $9.72K <0.01% +25 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 125 $9.72K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 123 $9.57K <0.01% +18 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 120 $9.33K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 120 $9.33K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 120 $9.33K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 119 $9.26K <0.01% -248 13F-HR Timeline Group Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 119 $9.26K <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 116 $9.02K 0.01% -83 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 123 $9K <0.01% -22 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 115 $8.94K <0.01% +27 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 109 $8.48K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 108 $8.4K <0.01% -21 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 105 $8.16K <0.01% +34 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 104 $8.12K <0.01% +17 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 103 $8.01K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 115 $8K <0.01% +3 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 100 $8K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $7.78K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 97 $7.54K <0.01% +31 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 96 $7.47K <0.01% -48 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 96 $7.47K <0.01% -6 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 94 $7.31K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 92 $7.16K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 89 $6.92K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 89 $6.92K <0.01% +5 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 81 $6.3K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 80 $6.22K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 78 $6.07K <0.01% +18 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 77 $5.99K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 75 $5.83K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 74 $5.75K <0.01% +24 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 71 $5.52K <0.01% -35 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 67 $5.21K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 65 $5.05K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 66 $5K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 64 $4.98K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 63 $4.9K <0.01% +33 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 62 $4.82K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 55 $4.69K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 59 $4.59K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 55 $4.28K <0.01% +34 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 53 $4.12K <0.01% +6 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 53 $4.12K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 52 $4.04K <0.01% +29 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 51 $3.97K <0.01% -50 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 49 $3.81K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 48 $3.73K <0.01% 0 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 46 $3.58K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 46 $3.58K <0.01% -14 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 45 $3.5K <0.01% -18 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 42 $3.42K <0.01% +2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 42 $3.27K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 42 $3.27K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 42 $3.27K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 41 $3.19K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 39 $3.05K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 39 $3.03K <0.01% new 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 48 $3K <0.01% -3 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 38 $2.96K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 36 $2.8K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 36 $2.8K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 36 $2.8K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 35 $2.72K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 34 $2.65K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 34 $2.64K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 32 $2.49K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 30 $2.33K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 28 $2.18K <0.01% +6 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 27 $2.1K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27 $2.1K <0.01% +4 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26 $2.02K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 36 $2K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 23 $1.79K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 22 $1.71K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 22 $1.71K <0.01% -7 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 21 $1.63K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $1.56K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 20 $1.55K <0.01% +13 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 19 $1.48K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 18 $1.4K <0.01% -7 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 18 $1.4K <0.01% -2 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 17 $1.32K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 17 $1.32K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 17 $1.32K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16 $1.25K <0.01% -8 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 16 $1.24K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 15 $1.17K <0.01% 0 13F-HR Timeline