Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 39 $27.2K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 39 $27.2K <0.01% +10 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 33 $23K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 34 $23K <0.01% +9 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 35 $22.9K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 32 $22.3K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 31 $22.2K <0.01% +1 13F-HR Timeline MOTCO More: the full row for MOTCO 31 $21.6K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 31 $21.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $20.9K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 30 $20.9K 0.01% -36 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 30 $20.9K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 30 $20.6K 0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 29 $20.2K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 29 $20.2K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 28 $19.5K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 26 $18.1K 0.04% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 26 $18.1K 0.01% +1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 25 $17.4K 0.01% +15 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 25 $17.4K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 25 $17.4K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 25 $17.4K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 24 $16.8K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 24 $16.8K 0.01% -1,013 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 24 $16.8K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $15.4K <0.01% +6 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 12 $8K <0.01% -3 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 12 $8K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 344 $7.89K <0.01% +294 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 11 $7.68K <0.01% +6 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11 $7.68K <0.01% -12 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 11 $7.68K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 11 $7.68K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10 $7.01K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $6.98K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. 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