GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 9,067 $414K 0.26% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,967 $409K 0.14% -1,499 13F-HR/A Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,949 $408K 0.14% -848 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,882 $405K 0.06% -4,623 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 8,827 $403K 0.2% +792 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 8,745 $399K 0.17% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,736 $399K <0.01% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,638 $394K 0.1% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 8,499 $388K 0.04% +105 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,480 $387K 0.17% +200 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,465 $386K <0.01% new 13F-HR Timeline Group Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 8,457 $386K 0.39% -2,138 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,155 $372K 0.04% 0 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for Aurora Private Wealth, Inc. 7,907 $364K 0.26% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,942 $362K 0.06% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,788 $355K <0.01% +1,024 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 7,686 $351K 0.06% +2,524 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,650 $349K 0.04% +20 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,326 $334K 0.13% +196 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,288 $332K 0.01% -109 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,223 $330K 0.02% new 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,961 $321K 0.03% -1 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,875 $315K 0.01% +640 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,869 $313K 0.04% +85 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,752 $308K 0.08% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 6,731 $307K 0.03% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,676 $305K 0.04% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 6,653 $303K 0.31% new 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 6,621 $302K 0.21% +708 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 6,584 $300K 0.62% +789 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,549 $299K 0.06% -131,386 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,529 $298K 0.05% -94 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,500 $297K 0.1% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,463 $295K 0.04% +1,454 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,370 $291K 0.01% new 13F-HR/A Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 6,268 $286K 0.16% +77 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,192 $282K 0.19% +212 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 5,870 $268K 0.2% -220 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,845 $267K 0.01% +217 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 5,838 $266K 0.27% -5,535 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,827 $266K <0.01% new 13F-HR Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 5,772 $263K 0.04% +621 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,742 $262K 0.01% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 5,615 $256K 0.08% +81 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,590 $255K <0.01% -999 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,589 $255K 0.1% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 5,583 $255K 0.03% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,550 $254K 0.02% -380 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,532 $252K 0.09% +34 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,019 $230K 0.07% -4,410 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,860 $222K 0.14% -6,073 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,828 $220K 0.02% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,797 $219K 0.06% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,763 $217K 0.05% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,749 $217K 0.05% +16 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4,739 $216K 0.12% +244 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,665 $213K 0.04% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 4,657 $212K <0.01% -2,017 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,565 $208K 0.01% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,549 $208K 0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,493 $205K <0.01% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,474 $204K 0.01% +5 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,463 $204K 0.03% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,384 $200K 0.18% +36 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,213 $192K 0.03% +1,090 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,134 $189K 0.02% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,750 $171K 0.17% +204 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,261 $149K <0.01% -304,698 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,216 $147K 0.05% -435 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,204 $146K <0.01% +2,772 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,891 $132K 0.07% new 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,739 $125K 0.07% new 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Geneos Wealth Management Inc. 2,219 $101K <0.01% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,216 $101K 0.02% +325 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,067 $94.3K <0.01% +1,530 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,950 $89K 0.08% -72 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,820 $83K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,610 $73.4K 0.02% +165 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,573 $71.8K 0.02% +1,031 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,316 $60K <0.01% +847 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,308 $59.7K 0.01% +16 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,241 $56.6K 0.02% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,158 $52.7K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,111 $50.7K 0.02% +14 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,086 $49.4K 0.01% -7,379 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,000 $45.6K 0.04% -500 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 989 $45.1K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 834 $38K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 833 $37.9K 0.02% +274 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 762 $34.8K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 746 $34K <0.01% 0 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 Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 579 $26.5K <0.01% +388 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 572 $26.2K 0.02% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 546 $24.9K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 539 $24.6K <0.01% +314 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 502 $22.9K 0.01% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 500 $22.8K 0.01% 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 $22.2K <0.01% new 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 447 $20.4K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 395 $18K <0.01% -225 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 308 $14.1K <0.01% +97 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 AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 257 $11.7K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 217 $9.89K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 181 $8.26K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 177 $8.07K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 176 $8.03K <0.01% -1,398 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 150 $6.84K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 145 $6.62K <0.01% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 143 $6.52K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 136 $6.2K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 125 $5.68K <0.01% +14 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 108 $4.95K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 105 $4.79K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 92 $4.2K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 83 $3.79K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 81 $3.7K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 69 $3.15K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 68 $3.12K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 57 $2.6K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 40 $1.82K <0.01% +39 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 37 $1.69K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 31 $1.41K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 26 $1.2K <0.01% -76 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 26 $1.19K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 14 $639 <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 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.