GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 335,209 $9.04M 0.33% +178,702 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 258,680 $7.54M 7.12% +135,228 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 156,360 $4.22M 0.4% +10,426 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 98,690 $2.66M 1.23% +80,548 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 97,283 $2.62M 0.44% +10,235 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 87,985 $2.37M 8.55% -3,152 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 86,851 $2.34M 0.03% -3,991 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 86,105 $2.31M 0.17% -26,090 13F-HR/A Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 78,299 $2.11M 0.12% +15,955 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 59,249 $1.6M 0.14% +13,125 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 46,877 $1.26M 0.4% -1,713 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 39,404 $1.06M <0.01% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 33,935 $915K 0.3% -33 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 30,852 $832K <0.01% +14,171 13F-HR Timeline Group Koshinski Asset Management, Inc. 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More: the full row for Stirlingshire Investments, Inc. 26,620 $718K 0.63% +463 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,753 $613K 0.01% +4,868 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 22,995 $612K 0.09% -496 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 22,283 $601K 0.08% +712 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 21,444 $578K 0.08% +6,314 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 21,054 $568K <0.01% -2,463 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 20,956 $556K 0.01% 0 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 18,870 $509K 0.46% 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 18,498 $499K 0.31% -67 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 15,035 $405K 0.05% -6,624 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 14,709 $397K 0.48% +1,158 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,867 $320K 0.01% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 10,922 $294K 0.08% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,879 $239K 0.02% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 8,517 $230K 0.02% -17 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,485 $229K 0.01% +3,567 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,348 $225K 0.01% +277 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,206 $221K 0.1% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,188 $221K 0.07% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,437 $200K 0.09% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,490 $175K <0.01% -38 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,606 $151K <0.01% +3,565 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,870 $134K 0.03% +3 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,254 $60.8K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,195 $34.1K <0.01% +171 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 151 $4.07K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 150 $4.04K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 92 $2.48K <0.01% new 13F-HR Timeline Group