GreatBanc Trust CO More: the full row for GreatBanc Trust CO 10,000 $455K 0.28% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,975 $454K <0.01% +2,187 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,876 $449K 0.05% +327 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 9,745 $443K 0.07% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 9,365 $426K 0.05% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,318 $424K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 9,172 $417K 0.02% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 9,119 $415K 0.23% +52 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 9,070 $413K 0.39% -958 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 9,027 $411K 0.15% -3,191 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 8,929 $406K 0.19% -1,000 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,736 $397K <0.01% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 8,648 $395K 0.1% +3,629 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,674 $395K 0.12% -275 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 8,641 $393K 0.17% -186 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,638 $393K 0.09% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 8,630 $393K 0.04% +131 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 8,529 $388K 0.21% +2,337 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,480 $386K 0.15% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,465 $385K <0.01% 0 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 8,430 $383K 0.05% -18,366 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 8,400 $382K 0.36% 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 7,986 $365K 0.2% -77,802 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 8,002 $364K 0.23% +95 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,865 $358K 0.05% -1,017 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,841 $357K 0.11% +515 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,566 $344K 0.03% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,559 $344K 0.01% new 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,428 $338K 0.01% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,288 $332K 0.01% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,244 $330K 0.03% -406 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 7,242 $329K 0.09% -1,725 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,203 $328K <0.01% -927 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 7,092 $323K 0.04% +131 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,074 $322K 0.02% -149 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 7,027 $320K 0.2% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,948 $316K 0.03% +79 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,925 $315K <0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,903 $314K <0.01% -1,208 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 6,871 $313K 0.27% -1,586 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,752 $307K 0.07% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,748 $307K 0.03% +72 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 6,694 $305K 0.15% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,650 $303K <0.01% -4,279 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,584 $300K 0.01% +1,057 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 6,526 $297K 0.26% -127 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,500 $296K 0.07% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,463 $295K 0.04% 0 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 6,481 $295K 0.1% 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 6,340 $288K 0.14% +72 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 6,266 $285K 0.26% +428 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,195 $282K 0.03% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,141 $279K <0.01% new 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,087 $277K 0.08% +555 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 5,985 $272K 0.05% -369,808 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,977 $272K 0.05% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 5,911 $269K 0.09% -181 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,900 $268K 0.02% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,899 $268K 0.03% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 5,885 $268K 0.07% +270 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,845 $266K <0.01% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,803 $264K 0.09% +214 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,620 $256K <0.01% +30 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 5,592 $254K 0.05% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,518 $251K 0.05% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,500 $250K 0.01% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 5,454 $248K 0.06% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 5,450 $248K 0.02% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,438 $247K 0.03% +13 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,388 $245K 0.07% -4,725 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,382 $245K 0.04% -1,147 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,254 $239K 0.09% -21,551 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,253 $239K 0.01% -5,493 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 5,148 $234K 0.2% new 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 5,115 $233K 0.12% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,097 $232K 0.01% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,056 $228K 0.03% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,987 $227K 0.07% +224 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4,957 $225K 0.06% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,937 $225K 0.03% +474 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 4,911 $223K 0.14% -1,710 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,881 $222K 0.01% new 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 4,866 $221K 0.32% -1,718 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,846 $220K 0.11% -14 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 4,853 $220K 0.09% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,820 $219K 0.01% -922 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,797 $218K 0.05% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,756 $217K 0.09% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,651 $212K 0.02% -177 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,649 $211K 0.04% -7,986 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,589 $210K <0.01% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,549 $207K 0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,525 $206K <0.01% +32 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 4,482 $204K 0.14% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,438 $202K 0.06% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,420 $201K <0.01% +2,201 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,417 $201K 0.16% +33 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,413 $201K 0.07% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,403 $200K 0.04% -346 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,402 $200K <0.01% +3,640 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,389 $200K 0.02% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 4,342 $198K 0.16% +592 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,516 $160K 0.01% -618 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,439 $156K 0.07% -1,300 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,217 $146K 0.05% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,163 $144K 0.03% +947 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,963 $135K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,655 $121K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,650 $120K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,619 $119K 0.01% -95 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,433 $111K <0.01% 0 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,412 $110K 0.09% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,330 $106K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,326 $106K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,300 $105K 0.07% -260 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,112 $96.1K 0.04% -627 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,042 $92.9K 0.02% +469 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,950 $88.7K 0.07% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,870 $85.1K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,820 $82.8K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,678 $76.3K <0.01% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1,659 $75.5K 0.05% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,610 $73.2K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,343 $61.1K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,258 $57.2K 0.01% -50 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,241 $56.5K 0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,158 $52.9K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,124 $51.1K 0.01% +13 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,086 $48.9K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,000 $45.5K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 930 $42.3K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 834 $37.9K 0.02% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 834 $37.9K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 823 $37.4K 0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 808 $36.8K 0.02% +551 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 746 $33.9K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 709 $32.2K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 686 $31.2K <0.01% +378 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 641 $29.2K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 580 $26.4K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 573 $26.1K <0.01% +547 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 552 $25.1K <0.01% +6 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 548 $24.9K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 524 $23.8K <0.01% 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 500 $22.7K 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 486 $22.1K <0.01% 0 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 447 $20.3K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 395 $18K <0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 305 $13.9K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 295 $13.4K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 272 $12.4K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 256 $11K <0.01% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 230 $10.5K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 225 $10.2K <0.01% -314 13F-HR Timeline BAYBAN More: the full row for BAYBAN 217 $9.86K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 204 $9.31K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 176 $8.01K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 143 $6.5K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 136 $6.19K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 113 $5.15K <0.01% -12 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 83 $3.78K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 81 $3.68K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 80 $3.65K <0.01% +12 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 80 $3.64K <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 73 $3.32K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 69 $3.14K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 65 $2.96K <0.01% -40 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 62 $2.82K <0.01% -30 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 57 $2.59K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 54 $2.46K <0.01% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 50 $2.27K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 45 $2.05K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 37 $1.68K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 37 $1.68K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 31 $1.41K <0.01% 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20 $980 <0.01% -559 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18 $819 <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 14 $637 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 13 $609 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 9 $409 <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5 $227 <0.01% -35 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $33 <0.01% 0 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 17 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.