Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,099 $88K <0.01% +1,183 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 14,988 $87K 0.03% +386 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 14,879 $86.7K 0.06% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14,837 $86.5K <0.01% +14,472 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,833 $86.5K <0.01% +2,410 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 14,840 $86K 0.02% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,735 $85.9K <0.01% +455 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,641 $85.4K <0.01% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 14,623 $85.3K <0.01% -3,264 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 14,596 $85.1K 0.01% new 13F-HR/A Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 14,521 $84.7K 0.04% -38,104 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 14,405 $84K 0.01% 0 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 14,287 $83.3K <0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,256 $83.1K <0.01% +3,835 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 14,139 $82.4K 0.02% -413 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 14,070 $82K <0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 14,027 $81.8K <0.01% +640 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,054 $81.6K <0.01% +413 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,981 $81.5K <0.01% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 13,973 $81.5K 0.01% -505 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,964 $81.4K 0.01% +766 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 14,074 $81K 0.01% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 13,770 $80.3K 0.06% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 13,792 $80K <0.01% -96,780 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,716 $80K <0.01% -1,483 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,706 $79.9K <0.01% +500 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 12,821 $79.5K <0.01% -854 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 13,569 $79.1K 0.03% new 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 13,473 $78.6K <0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,447 $78.4K <0.01% +2,623 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 13,356 $77.9K <0.01% -1,248 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 13,290 $77.5K 0.05% +296 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,281 $77.4K <0.01% +1,949 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,278 $77.4K <0.01% +679 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 13,041 $76K 0.01% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 13,000 $76K 0.01% 0 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 15,050 $75.7K <0.01% 0 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 12,961 $75.6K 0.03% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 12,961 $75.6K 0.06% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,960 $75.6K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,927 $75.4K <0.01% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 12,874 $75.1K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,603 $73.5K <0.01% +290 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,518 $73K <0.01% -645 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 12,451 $72.6K 0.01% +294 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 11,759 $72.6K <0.01% 0 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 12,376 $72.2K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,144 $70.8K <0.01% +188 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 12,114 $70.6K 0.03% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,992 $69.9K <0.01% -324 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,135 $69.8K <0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,793 $68.8K <0.01% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,499 $67K <0.01% +434 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,220 $65.4K <0.01% new 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 11,168 $65.1K <0.01% -13,526 13F-HR Timeline Viaable, LLC More: the full row for Viaable, LLC 11,002 $64.9K 0.05% 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,118 $64.8K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 10,922 $64.4K 0.01% -2,948 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,956 $63.9K <0.01% +717 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,953 $63.9K <0.01% -2,017 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 10,930 $63.7K 0.01% new 13F-HR Timeline Group Holistic Financial Partners More: the full row for Holistic Financial Partners 10,874 $63.4K 0.04% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,097 $63.2K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 10,807 $63K 0.02% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 10,759 $62.7K 0.01% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 10,694 $62.3K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,663 $62.2K <0.01% +567 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,657 $62.1K 0.02% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,324 $60.2K new Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 10,257 $60K <0.01% -15,141 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 10,227 $59.6K <0.01% -218,556 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,217 $59.6K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,189 $59.4K <0.01% +113 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 10,143 $59.1K 0.01% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 10,013 $58.4K 0.03% -15,031 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 10,009 $58.4K 0.02% 0 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,000 $58.3K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 9,886 $57.6K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9,478 $55.3K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,415 $54.9K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,512 $49.6K <0.01% +2,612 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,163 $47.6K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,586 $44.2K <0.01% +16 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 7,176 $41.8K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 7,150 $41.7K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,000 $40.8K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,949 $40.5K <0.01% +344 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,406 $37.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5,801 $33.8K <0.01% +3,699 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,203 $31.9K <0.01% +66 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,821 $28.1K 0.01% -30,609 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,764 $27.8K <0.01% -1,132 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,209 $24.5K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,976 $23.2K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 3,883 $22.6K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,768 $22K 0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 3,570 $20.8K <0.01% new 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 3,531 $20.6K <0.01% new 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,018 $20.2K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,428 $20K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,382 $19.7K <0.01% +3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3,134 $18.3K <0.01% +1,611 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,000 $17.5K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,940 $17.1K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,804 $16.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,786 $16.2K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,681 $15.6K <0.01% +581 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,579 $15K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,575 $15K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,537 $14.8K <0.01% +196 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,461 $14.3K <0.01% +213 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,196 $12.8K 0.01% +1,454 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,047 $11.9K <0.01% +655 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2,045 $11.9K 0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 2,017 $11.8K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,939 $11.3K 0.01% +48 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,770 $10.3K <0.01% +285 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,738 $10.1K <0.01% -50 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,606 $9.36K <0.01% +862 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,597 $9.31K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,544 $9K 0.01% +795 13F-HR/A Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,539 $8.97K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,498 $8.73K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,409 $8.21K <0.01% -490 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,391 $8.11K <0.01% -2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,375 $8.02K <0.01% +863 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,368 $7.97K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,326 $7.73K <0.01% -80 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,319 $7.69K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,279 $7.46K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,242 $7.24K <0.01% +432 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,239 $7.22K <0.01% +83 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,184 $6.9K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,158 $6.75K <0.01% +252 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,064 $6.2K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,046 $6.1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,012 $5.9K <0.01% +631 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,000 $5.83K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 951 $5.61K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 868 $5K <0.01% +19 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 826 $4.82K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 812 $4.73K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 810 $4.72K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 800 $4.66K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 773 $4.51K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 773 $4.51K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 765 $4.46K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 738 $4.3K <0.01% +104 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 733 $4.27K <0.01% +390 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 731 $4.26K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 720 $4.2K <0.01% +334 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 717 $4.18K <0.01% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 712 $4.15K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 707 $4.12K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 692 $4.04K <0.01% +480 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 646 $3.77K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 629 $3.69K <0.01% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 612 $3.61K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 610 $3.56K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 595 $3.47K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 575 $3.35K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 563 $3.28K <0.01% +13 13F-HR Timeline MOTCO More: the full row for MOTCO 537 $3.13K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 497 $3K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 500 $2.95K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 494 $2.88K <0.01% +57 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 490 $2.86K <0.01% -1,454 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 454 $2.65K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 443 $2.58K <0.01% -303 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 438 $2.55K <0.01% -1,907 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 427 $2.49K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 421 $2.46K <0.01% +227 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 388 $2.26K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 377 $2.2K <0.01% -97 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 322 $1.88K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 310 $1.81K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 307 $1.79K <0.01% +88 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 281 $1.64K <0.01% +139 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 272 $1.59K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 270 $1.57K <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 256 $1.49K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 255 $1.49K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 253 $1.48K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 253 $1.48K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 246 $1.43K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 243 $1.42K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 237 $1.38K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 237 $1.38K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 223 $1.3K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 207 $1.21K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 186 $1.08K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 172 $1K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 132 $1K <0.01% new 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 167 $974 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 164 $957 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 140 $816 <0.01% 0 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 133 $775 <0.01% +30 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 131 $764 <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 125 $729 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 107 $624 <0.01% 0 13F-HR Timeline