Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 28,181 $703K 0.47% +4,700 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 27,138 $677K 0.54% +99 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 26,909 $671K 0.51% +5,014 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 26,750 $667K 0.16% +774 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 26,599 $663K 0.07% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 26,514 $661K <0.01% -4,323 13F-HR/A Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 26,000 $648K 0.41% 0 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 25,678 $640K 0.05% +11,100 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 25,411 $634K 0.09% -536 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 25,094 $626K 0.48% -857 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 24,800 $626K 0.26% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 24,935 $622K 0.18% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 23,893 $599K 0.08% -48 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 23,909 $596K 0.01% +5,940 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 23,340 $582K 0.02% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 23,337 $582K 0.1% -1,318 13F-HR Timeline SAXON INTERESTS, INC. 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More: the full row for ORBA Wealth Advisors, L.L.C. 13,048 $325K 0.28% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,023 $325K <0.01% +1,266 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,988 $324K 0.05% +2,003 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 12,799 $319K 0.08% -929 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,672 $316K 0.02% +114 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 63,850 $311K 0.22% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,172 $304K <0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,800 $294K 0.04% +1,236 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,661 $291K 0.06% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,585 $289K <0.01% -38 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,511 $287K 0.01% -17 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 11,444 $286K 0.3% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 11,454 $286K 0.03% +2,124 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,196 $282K 0.03% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 11,313 $282K 0.02% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 11,293 $282K 0.02% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 11,268 $281K <0.01% +1,467 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,271 $281K 0.01% +552 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,239 $280K 0.12% +82 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 10,908 $272K 0.04% 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,586 $264K 0.1% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,564 $263K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,533 $263K 0.01% -6,507 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,521 $262K <0.01% 0 13F-HR Timeline Group KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 10,400 $259K 0.39% +811 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,362 $258K 0.07% -137 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 10,352 $258K 0.15% +29 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,237 $255K 0.02% -1,054 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 10,140 $253K 0.08% -4,774 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,010 $250K 0.02% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 9,907 $247K 0.2% -607 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 9,773 $244K 0.14% -279 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 9,669 $241K 0.18% -109 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,663 $241K <0.01% -2,769 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,462 $236K 0.01% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 9,393 $234K 0.18% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 9,362 $233K 0.02% -3,996 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,332 $233K <0.01% -1,961 13F-HR Timeline Group Bowman & Co S.C. More: the full row for Bowman & Co S.C. 9,273 $231K 0.1% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,257 $231K 0.01% new 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,213 $230K 0.01% -2,235 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 9,166 $229K 0.03% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,158 $228K 0.03% -1,050 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 9,156 $228K 0.09% +139 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,052 $226K 0.02% -381 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,012 $225K 0.02% -7,303 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 9,012 $225K 0.06% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 8,960 $223K 0.15% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,815 $220K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,770 $219K 0.01% new 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 8,718 $217K 0.02% -546 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,460 $211K 0.01% 0 13F-HR/A Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,421 $210K 0.04% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,357 $208K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,344 $208K 0.03% 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,221 $205K 0.01% -208 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,210 $205K 0.01% -34 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,146 $204K 0.05% -12,866 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,180 $204K 0.01% -701 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 8,148 $203K 0.03% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,128 $203K 0.01% -849 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,079 $201K <0.01% -5,786 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 7,921 $198K 0.02% +1,211 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,336 $183K <0.01% +2,094 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 7,141 $178K 0.02% +109 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,246 $156K <0.01% +84 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,796 $145K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,444 $136K 0.03% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 5,165 $129K 0.11% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,892 $122K 0.04% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,558 $114K 0.07% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,530 $113K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,439 $111K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,832 $95.6K <0.01% +9 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,593 $89.6K 0.02% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 3,031 $75.6K 0.04% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,014 $75.2K 0.04% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,669 $66.6K <0.01% +1,620 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 2,110 $52.6K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,057 $51.3K <0.01% -3,329 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,050 $51.1K <0.01% +112 13F-HR Timeline Trust Co More: the full row for Trust Co 1,673 $41.7K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,669 $41.6K <0.01% -1,923 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,612 $40.2K <0.01% -477 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,523 $38K <0.01% +1,375 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,504 $37.5K 0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,421 $35.4K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,353 $33.7K 0.03% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,246 $31.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,200 $29.9K <0.01% -350 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,028 $25.7K <0.01% +15 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,010 $25.2K <0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,000 $24.9K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,000 $24.9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 973 $24.3K 0.01% +4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 900 $22.4K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 892 $22.2K 0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 803 $20K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 779 $19.4K <0.01% -79 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 776 $19.3K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 759 $18.9K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 687 $17.1K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 671 $16.7K 0.01% -284 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 658 $16.4K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 595 $14.8K <0.01% +423 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 533 $13.3K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 491 $12.4K <0.01% +55 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 423 $10.6K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 421 $10.5K <0.01% -102 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 352 $8.78K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 320 $7.99K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 300 $7.48K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 274 $6.83K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 224 $6K <0.01% +131 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 240 $5.99K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 235 $5.86K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 225 $5.61K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 221 $5.54K <0.01% -277 13F-HR Timeline BAYBAN More: the full row for BAYBAN 184 $4.59K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 172 $4.29K <0.01% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 169 $4.21K <0.01% -320 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 140 $3.49K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 130 $3.24K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 92 $2.29K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 83 $2.07K <0.01% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 83 $2.07K <0.01% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 77 $1.92K <0.01% 0 13F-HR Timeline