Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,798 $1.6M 0.42% +645 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,794 $1.6M 0.23% +1,494 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,793 $1.6M 0.49% +294 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,787 $1.59M 0.13% +68 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,781 $1.59M 0.87% +179 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 3,780 $1.59M 0.44% +638 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,777 $1.59M 0.04% +2 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,773 $1.59M 1.17% -6 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,769 $1.59M 0.95% +375 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 3,763 $1.58M 0.15% +3,130 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,760 $1.58M 0.89% -300 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,759 $1.58M 0.11% +76 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,748 $1.58M 0.89% +1,276 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,740 $1.57M 0.26% +672 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,732 $1.57M 0.07% +207 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 3,727 $1.57M 0.26% +606 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,723 $1.57M 0.16% -120 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,723 $1.57M 0.38% +38 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,716 $1.56M 1.02% +50 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,716 $1.56M 0.61% +285 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,713 $1.56M 0.66% +13 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,712 $1.56M 0.53% +7 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 3,709 $1.56M 0.74% -341 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,708 $1.56M 0.39% -313 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,696 $1.55M 0.36% +235 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,689 $1.55M 0.36% +785 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,682 $1.55M 1.5% +315 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 3,679 $1.55M 0.39% -167 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,675 $1.55M 0.3% +130 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,673 $1.54M 0.31% -692 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,671 $1.54M 0.27% -91 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,670 $1.54M 0.53% -304 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,668 $1.54M 0.01% +1,009 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,667 $1.54M 0.85% +270 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,641 $1.53M 0.82% -65 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 3,640 $1.53M 1% -43 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,626 $1.52M 0.74% -369 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3,625 $1.52M 0.22% +363 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,622 $1.52M 0.24% +351 13F-HR Timeline Cyr Financial Inc. 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More: the full row for North Star Investment Management Corp. 3,577 $1.5M 0.08% +684 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,576 $1.5M 0.12% -170 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,575 $1.5M 0.67% +429 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 3,574 $1.5M 0.56% +1,375 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,569 $1.5M 0.05% +1,140 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,568 $1.5M 0.16% +133 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,564 $1.5M 0.34% -279 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,564 $1.5M 0.33% -20,365 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,559 $1.5M 0.02% +285 13F-HR/A Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 3,552 $1.49M 0.98% +39 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,781 $1.49M 0.66% +268 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,548 $1.49M 0.02% -24 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 3,546 $1.49M 1.43% 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,542 $1.49M 0.11% -147 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,541 $1.49M 0.65% -616 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,539 $1.49M 0.48% +92 13F-HR Timeline Harold Davidson & Associates Inc. 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More: the full row for Wealth Dimensions Group, Ltd. 3,515 $1.48M 0.26% +284 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 3,515 $1.48M 0.25% +121 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,511 $1.48M 0.28% -5 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,511 $1.48M 0.24% +1,010 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 3,500 $1.47M 0.03% -18,000 13F-HR Timeline Group Financial Plan, Inc. More: the full row for Financial Plan, Inc. 3,488 $1.47M 0.14% +14 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,700 $1.47M 0.46% +27 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,483 $1.46M 0.43% +102 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,482 $1.46M 0.88% +4 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,479 $1.46M 0.3% +155 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 3,486 $1.46M 0.84% +508 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,479 $1.46M 0.22% +585 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 3,476 $1.46M 0.91% +187 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,474 $1.46M 0.16% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,473 $1.46M 0.13% +1,571 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,470 $1.46M 0.33% +399 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,470 $1.46M 0.32% +77 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,468 $1.46M 0.32% +119 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 3,468 $1.46M 0.67% -1,907 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,464 $1.46M 0.33% +59 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,459 $1.45M 0.07% +1 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,452 $1.45M 0.22% +25 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 3,450 $1.45M 0.29% 0 13F-HR/A Timeline Essex LLC More: the full row for Essex LLC 3,448 $1.45M 0.22% -111 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,446 $1.45M 0.19% -157 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,446 $1.45M 0.17% +489 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,443 $1.45M 0.73% -6 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,438 $1.45M 0.06% +50 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,438 $1.45M 0.03% -37 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 3,436 $1.45M 0.12% +2,017 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,436 $1.45M 0.05% +361 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 3,434 $1.44M 0.15% -115 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,430 $1.44M 1.09% +470 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,438 $1.44M 0.15% new 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,623 $1.44M 0.94% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,772 $1.44M 0.56% -245 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 3,413 $1.44M 0.24% -24 13F-HR/A Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 3,401 $1.43M +325 Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,391 $1.43M 0.34% -86 13F-HR Timeline TTRF Capital Ltd More: the full row for TTRF Capital Ltd 3,391 $1.43M 0.94% 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,390 $1.43M 0.17% -2 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,389 $1.43M 0.13% +996 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,378 $1.42M 0.28% +135 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,716 $1.42M 0.8% +317 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,373 $1.42M 0.03% -346 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,516 $1.42M 0.66% +1,025 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,366 $1.42M 0.63% +88 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,365 $1.42M 0.5% +23 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 3,357 $1.41M 0.15% +41 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,357 $1.41M 0.34% +500 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,353 $1.41M 0.38% +14 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 3,350 $1.41M 0.63% +167 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,349 $1.41M 0.12% -598 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 3,340 $1.4M 0.88% +688 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,337 $1.4M 0.35% -11 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,332 $1.4M 0.16% +102 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,331 $1.4M 0.47% +49 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,330 $1.4M 0.43% +48 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 3,327 $1.4M 0.5% +72 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 3,323 $1.4M 0.66% +3,323 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,322 $1.4M 0.71% -454 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 3,319 $1.4M 0.73% -6,292 13F-HR Timeline Group Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 3,315 $1.39M 1.15% +5 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,312 $1.39M 0.46% -175 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 3,304 $1.39M 0.39% +601 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,304 $1.39M 1.25% +360 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,302 $1.39M 0.34% +4 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,302 $1.39M 0.18% -153 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,302 $1.39M 0.12% +540 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,300 $1.39M 0.19% +291 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,298 $1.39M 0.06% -760 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 3,285 $1.38M 1.01% +206 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 3,280 $1.38M 1.17% +20 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,279 $1.38M 0.16% -13 13F-HR Timeline NBH Bank More: the full row for NBH Bank 3,277 $1.38M 0.58% 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 3,271 $1.38M 0.52% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,264 $1.37M 0.32% +94 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,252 $1.37M 0.2% +92 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,248 $1.37M 0.37% -11 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,247 $1.37M 0.61% +127 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,243 $1.36M 0.91% +119 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 3,231 $1.36M 0.7% 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,229 $1.36M 0.56% -23 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,228 $1.36M 0.73% -1,010 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,225 $1.36M 0.52% -203 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,225 $1.36M 0.14% -3,618 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,224 $1.36M 0.32% -2,345 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,223 $1.36M 0.38% +439 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,217 $1.35M 0.43% +254 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,211 $1.35M 1.05% 0 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 3,201 $1.35M 0.78% +2,117 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,189 $1.34M 0.02% -362 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 3,189 $1.34M 0.79% +1,229 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,182 $1.34M 0.05% +57 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,181 $1.34M 1.15% +40 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,178 $1.34M 0.7% -2,471 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 3,173 $1.33M 0.31% -45 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3,172 $1.33M 0.18% -27 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,171 $1.33M 0.25% +51 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,167 $1.33M 1.36% -37 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 3,162 $1.33M 0.74% +1,646 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 3,162 $1.33M 0.46% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. 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