Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 839 $92.1K 0.01% -331 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 820 $90K 0.01% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 815 $89.5K 0.02% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 778 $89.3K 0.04% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 810 $88.9K 0.02% -574 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 797 $87.5K 0.03% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 790 $86.7K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 786 $86.3K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 785 $86.2K 0.02% +355 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 785 $86.2K 0.02% -264 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 782 $85.8K <0.01% -147 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 763 $83.8K 0.01% +3 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 750 $82.3K 0.03% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 740 $81.2K 0.01% -451 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 740 $81.2K 0.06% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 738 $81K 0.06% +118 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,084 $80.5K 0.03% +1,975 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 731 $80.2K 0.04% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 726 $80K <0.01% -1 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 725 $79.6K 0.04% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 723 $79.4K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 720 $79K <0.01% +55 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 712 $78.2K 0.03% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 700 $77.7K 0.05% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 708 $77.7K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 700 $76.8K 0.06% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 700 $76.8K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 691 $75.9K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 684 $75.1K 0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 671 $74.8K 0.01% +573 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 669 $73.4K 0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 650 $71.4K 0.03% -883 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 650 $70.7K 0.06% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 642 $70.5K 0.02% +4 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 638 $70K 0.37% +8 13F-HR Timeline TOBAM More: the full row for TOBAM 619 $68K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 600 $65.9K 0.03% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 587 $64.4K 0.04% -400 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 581 $63.7K 0.03% +112 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 580 $63.7K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 559 $61.4K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 555 $60.9K 0.01% -2,195 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 526 $58K 0.01% +32 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 526 $57.7K 0.03% +480 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 523 $57.4K 0.01% -45 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 518 $56.8K 0.01% +7 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 515 $56.5K 0.01% -75 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 500 $55.7K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 507 $55.7K 0.04% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 507 $55.7K 0.01% -51 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 499 $54.8K 0.02% -140 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 497 $54.6K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 491 $54.5K 0.01% -3 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 472 $52.4K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 477 $52.4K 0.02% +118 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 448 $49K 0.01% +3 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 443 $48.6K 0.01% +100 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 437 $48.5K 0.03% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 437 $47.3K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 431 $47.3K 0.06% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 431 $47.3K 0.01% -207 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 426 $47.3K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 425 $46.7K <0.01% -394 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 409 $44.9K 0.01% -168 13F-HR Timeline NBH Bank More: the full row for NBH Bank 407 $44.7K 0.02% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 402 $44.1K 0.01% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 400 $43.9K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 400 $43.9K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 400 $43.9K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 400 $43.9K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 398 $43.7K 0.01% -25 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 396 $43.5K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 395 $43K 0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 389 $42.7K 0.03% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 388 $42.6K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 382 $42.3K 0.04% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 380 $41.7K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 376 $41.3K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 375 $41.2K <0.01% 0 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 374 $41.1K 0.01% -1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 364 $40K <0.01% +15 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 350 $38.5K 0.01% +98 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 350 $38.4K 0.03% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 334 $36.7K <0.01% -400 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 377 $36.4K 0.18% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 330 $36.2K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 328 $36K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 326 $35.8K 0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 323 $35.5K <0.01% +280 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 322 $35.3K 0.02% -413 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 320 $35.1K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 317 $34.8K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 315 $34.5K 0.02% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 308 $33.9K 0.01% +98 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 308 $33.8K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 298 $32.7K <0.01% +201 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 296 $32.5K <0.01% +257 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 295 $32.4K 0.01% -29,592 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 289 $31.7K <0.01% -330 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 280 $30.8K <0.01% +3 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 280 $30.7K 0.01% +50 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 280 $30.5K <0.01% +73 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 277 $30.4K 0.01% +49 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 275 $30.2K 0.02% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 274 $30.1K <0.01% +190 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 272 $29.9K 0.02% +55 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 262 $28.8K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 261 $28.6K 0.01% -80 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 258 $28.3K 0.01% +3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 257 $28.2K <0.01% +26 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 250 $27.3K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 253 $27K 0.02% +62 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 245 $26.9K 0.02% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 220 $24.1K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 221 $24K <0.01% +91 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 217 $23.9K 0.01% +4 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 215 $23.6K <0.01% +28 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 214 $23.5K <0.01% -346 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 197 $23.2K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 210 $23.1K <0.01% -100 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 210 $23.1K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 207 $22.7K 0.02% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 207 $22.7K 0.01% -204 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 207 $22.7K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 204 $22.4K <0.01% -125 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 202 $22.2K 0.01% +140 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 200 $22K 0.01% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 200 $22K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $22K 0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 200 $22K 0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 195 $21.4K 0.08% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 193 $21.2K <0.01% -19 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 193 $21.2K <0.01% +33 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 190 $20.9K 0.02% -178 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 189 $20.7K 0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 199 $20K 0.02% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 182 $20K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 175 $19.4K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 174 $19.1K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 180 $19K <0.01% +31 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 166 $18.3K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 163 $17.9K 0.01% -68 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 159 $17.5K 0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 157 $17.2K <0.01% +89 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 155 $17K <0.01% -271 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 162 $17K 0.01% +12 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 154 $17K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 150 $16.5K <0.01% +100 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 150 $16.5K 0.01% -200 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 150 $16.5K <0.01% -19 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 148 $16.2K <0.01% -112 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 150 $16K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 140 $15.4K <0.01% +7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 137 $15K <0.01% +65 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 135 $14.8K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 128 $14.1K <0.01% +31 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 127 $13.9K 0.01% -463 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 125 $13.9K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 126 $13.8K 0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 125 $13.7K <0.01% new 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 124 $13.6K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 123 $13.5K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 123 $13.5K <0.01% -35 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 121 $13.3K <0.01% +14 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 121 $13.3K 0.01% +46 13F-HR/A Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 121 $13.3K 0.01% 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 120 $13.2K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 118 $13K <0.01% -635 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 115 $12.6K <0.01% -3 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 115 $12.6K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 115 $12.6K 0.01% +10 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 115 $12.6K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 113 $12.4K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 109 $12K <0.01% +1 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 109 $12K -13,887 Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 108 $11.8K 0.01% -3 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 107 $11.8K <0.01% +1 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 100 $11.5K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 104 $11.4K <0.01% -56 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 103 $11.3K <0.01% +48 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 102 $11.2K <0.01% -10 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 102 $11.2K 0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 100 $11.1K 0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 100 $11K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $11K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 100 $11K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $10.9K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 91 $10K <0.01% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 91 $9.99K <0.01% -9 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 90 $9.88K <0.01% 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 90 $9.88K <0.01% +86 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 89 $9.77K <0.01% +36 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 85 $9.33K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 83 $9.11K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 83 $9.11K <0.01% +14 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 81 $8.9K <0.01% +14 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 80 $8.78K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 80 $8.78K 0.01% +9 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 80 $8.78K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 78 $8.56K <0.01% 0 13F-HR Timeline