Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,106 $459K 0.04% -31 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,742 $459K 0.04% -1,710 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 10,086 $458K 0.41% 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 10,020 $455K 0.23% +119 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,964 $453K 0.01% +4,231 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 9,941 $452K 0.05% +3 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,840 $447K <0.01% -37 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,791 $445K 0.01% +555 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 9,575 $435K 0.01% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 9,511 $432K 0.13% +1,883 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,506 $432K <0.01% new 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 9,504 $432K 0.33% -1,390 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,411 $428K 0.03% -5,510 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,336 $424K 0.01% new 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 9,289 $422K 0.09% +61 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 9,257 $421K 0.23% -1,631 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 9,111 $414K 0.35% 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 9,006 $409K 0.46% 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 8,925 $406K 0.27% -169 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 8,804 $400K 0.04% -2,448 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 8,803 $400K 0.33% +114 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,800 $400K 0.25% -270 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,536 $396K 0.04% +350 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 8,685 $395K 0.02% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,679 $394K <0.01% -458 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 8,592 $390K 0.08% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,439 $384K 0.01% -601 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,445 $384K 0.01% -151 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 8,430 $383K 0.36% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,400 $382K <0.01% +721 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 8,330 $379K 0.27% -1,215 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 8,322 $378K 0.04% +635 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 8,307 $378K 0.28% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 8,297 $377K 0.03% -29,163 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 8,179 $372K 0.19% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,133 $370K 0.01% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,111 $369K <0.01% -181,516 13F-HR/A Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,027 $358K 0.04% -1,418 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,816 $355K <0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,738 $352K 0.01% new 13F-HR Timeline Group PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 7,724 $351K 0.25% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,712 $351K 0.04% +7,500 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,683 $349K 0.04% -696 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,662 $348K 0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,520 $342K 0.02% +2,549 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,518 $342K 0.03% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,379 $335K 0.08% -689 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,333 $333K 0.23% +51 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,323 $333K <0.01% -2,299 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,267 $330K 0.02% 0 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 6,689 $326K 0.32% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,165 $326K 0.02% -359 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,096 $323K 0.01% new 13F-HR Timeline Group Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 7,090 $322K 0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,072 $321K 0.23% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,047 $320K <0.01% +2,186 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,924 $315K <0.01% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,849 $311K 0.01% -1,573 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,761 $307K 0.09% +22 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,688 $304K 0.03% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,587 $299K <0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,271 $299K 0.02% +54 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 6,512 $296K 0.08% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,486 $295K 0.01% -2,756 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 6,479 $294K 0.2% -505 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 6,415 $292K 0.08% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,370 $290K 0.08% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,340 $288K <0.01% 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 6,336 $288K <0.01% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 6,200 $282K 0.17% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,119 $278K <0.01% -16,823 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,078 $276K 0.05% -302 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,979 $272K 0.08% +2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,828 $265K 0.05% +154 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,777 $263K 0.06% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 5,757 $262K 0.05% -1,309 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 5,588 $254K 0.07% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 5,579 $254K 0.05% -26 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,533 $251K <0.01% 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,524 $251K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,478 $249K 0.02% -1,460 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,447 $248K 0.1% -111 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,402 $246K 0.03% +173 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 5,368 $244K 0.15% -2,141 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,360 $244K 0.05% -279 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,331 $242K 0.08% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,318 $242K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,297 $241K 0.08% -698 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,290 $240K 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,266 $239K 0.01% +107 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,182 $236K 0.08% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,179 $235K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,174 $235K 0.01% 0 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,167 $235K 0.01% +9 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,133 $233K 0.01% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,119 $232K 0.01% -1,767 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 5,078 $231K 0.16% +50 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,028 $229K 0.01% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,990 $227K 0.01% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,975 $226K 0.05% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,972 $226K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,959 $225K <0.01% +143 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,900 $223K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,899 $223K <0.01% -247 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,865 $221K 0.01% -29,295 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 4,865 $221K 0.18% 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,863 $221K <0.01% +26 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,837 $220K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,770 $217K 0.05% +113 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,757 $216K 0.02% +9 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,757 $216K <0.01% new 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,658 $212K 0.14% +88 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 4,658 $212K 0.11% -1,396 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,592 $209K <0.01% +522 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,562 $207K 0.1% +146 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,536 $206K 0.02% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,437 $202K 0.04% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,113 $187K 0.03% +281 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,836 $174K 0.12% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 3,484 $158K 0.07% +35 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,435 $156K 0.08% -3,035 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,250 $148K <0.01% +1,120 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 2,951 $134K 0.09% +18 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,869 $130K 0.02% +29 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,608 $119K 0.01% -18 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,499 $114K 0.01% +376 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,460 $112K 0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,600 $108K 0.01% -20,507 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,234 $102K 0.01% +633 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,070 $94.1K <0.01% -1,259 13F-HR Timeline Group MOTCO More: the full row for MOTCO 1,995 $90.7K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,992 $90.5K <0.01% +111 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,987 $90.3K <0.01% +263 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,950 $88.6K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,911 $86.9K <0.01% +1,831 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,756 $79.8K <0.01% +33 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,746 $79.3K 0.03% -8 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,557 $70.8K <0.01% -12 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,405 $67.4K 0.01% -197 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,450 $65.9K 0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,410 $64.1K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,364 $62K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,360 $61.8K <0.01% -8,681 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,343 $61K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,243 $56.5K <0.01% -2,097 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,226 $55.7K 0.01% -134 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,173 $53.3K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,132 $51.4K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,080 $49.3K <0.01% -39,424 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,046 $47.6K <0.01% -412 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 976 $44.4K 0.02% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 880 $40K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 829 $37.7K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 805 $36.6K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 750 $34.1K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 769 $34K 0.01% -90 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 686 $31.2K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 673 $31K <0.01% +86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 669 $30.4K <0.01% -1,928 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 648 $29K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 609 $27.7K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 553 $25.1K <0.01% +450 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 526 $23.9K <0.01% +5 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 520 $23.6K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 488 $22.2K <0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 479 $21.8K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 405 $18.4K <0.01% +203 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 398 $18.1K <0.01% +6 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 363 $16.5K <0.01% +4 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 331 $15K <0.01% +197 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 328 $14.9K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 300 $13.6K 0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 297 $13.5K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 292 $13.3K <0.01% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 289 $13.1K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 271 $12.3K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 240 $10.9K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 236 $10.7K 0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 226 $10.3K 0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 223 $10.1K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 212 $9.64K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 210 $9.54K <0.01% -81 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 196 $8.91K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 195 $8.86K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 186 $8.47K <0.01% +1 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 178 $8.09K 0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 175 $7.95K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 162 $7.36K <0.01% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 154 $7K <0.01% -87 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 122 $5.54K <0.01% new 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 114 $5.18K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 111 $5.04K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 111 $5.04K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 75 $3.41K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 73 $3.32K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 70 $3.18K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 69 $3.14K <0.01% -6 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 64 $2.91K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 62 $2.82K <0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 60 $2.73K <0.01% 0 13F-HR Timeline