Stanich Group LLC More: the full row for Stanich Group LLC 5,192 $1.45M 1.09% 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 5,157 $1.44M 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,151 $1.44M 0.01% +322 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,110 $1.43M 0.18% -438 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,084 $1.42M 0.17% +80 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,069 $1.42M 0.11% +3 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,047 $1.41M 0.18% -170 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,045 $1.41M 0.54% +306 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,015 $1.4M 0.11% -1,091 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 4,976 $1.39M 0.26% -554 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,973 $1.39M 0.57% -655 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 4,972 $1.39M 0.06% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,900 $1.39M 0.52% +138 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,945 $1.38M 0.19% +2,397 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,943 $1.38M 0.05% +193 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 4,896 $1.37M 0.93% -1,710 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,834 $1.35M 0.06% -114 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,822 $1.35M 0.49% -129 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,813 $1.35M 0.09% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,767 $1.35M 0.15% -5,281 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,780 $1.34M 0.66% +36 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 4,764 $1.33M 0.46% -141 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 4,759 $1.33M 1.07% 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,719 $1.32M 0.86% +369 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,713 $1.32M 0.13% +485 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 4,709 $1.32M 0.68% -408 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,691 $1.31M 1.2% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,625 $1.3M 0.06% -241 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,595 $1.29M 0.42% -12 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,290 $1.26M 0.01% +966 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,499 $1.26M 0.01% +9 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 4,471 $1.25M 0.26% -49 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,450 $1.25M 0.93% -930 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 11,517 $1.25M 1.25% +25 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 4,437 $1.24M 0.53% -1,007 13F-HR Timeline Trust Co More: the full row for Trust Co 4,415 $1.24M 0.14% +54 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,382 $1.23M 0.16% -137 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,346 $1.22M 0.1% +23 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,331 $1.21M 0.14% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,305 $1.21M 0.03% +252 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,230 $1.18M 0.14% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,207 $1.18M 0.03% -10 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 4,205 $1.18M 0.17% +239 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,166 $1.17M 1.02% -12 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,130 $1.16M 0.03% +711 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,123 $1.15M 0.01% -290 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,110 $1.15M 0.16% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,101 $1.15M 0.11% +450 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,066 $1.14M 0.41% +75 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,063 $1.14M 0.29% +292 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,061 $1.14M 0.15% -15 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 4,042 $1.13M 0.37% 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,038 $1.13M 0.33% 13F-HR Timeline American Trust More: the full row for American Trust 4,022 $1.13M 0.09% +785 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,018 $1.12M 0.01% -520 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,002 $1.12M 0.06% +157 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,967 $1.11M 0.18% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,962 $1.11M 0.07% -79 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 3,952 $1.11M 0.16% +2 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,929 $1.1M 0.04% -1,189 13F-HR Timeline Group Capital Planning LLC More: the full row for Capital Planning LLC 3,893 $1.09M 0.29% -39 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,886 $1.09M 0.13% +385 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,877 $1.09M 0.04% -115 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,866 $1.08M 0.06% -135 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,856 $1.08M 0.01% +35 13F-HR/A Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,816 $1.07M 0.55% -52 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,756 $1.05M 0.05% -392 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,735 $1.05M 0.39% +35 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,721 $1.04M 0.61% +874 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,717 $1.04M 0.21% -430 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,714 $1.04M 0.22% +1,959 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,714 $1.04M 0.26% -573 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,684 $1.03M 0.76% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,680 $1.03M 0.55% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,675 $1.03M 0.03% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,670 $1.03M 0.02% -10 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,662 $1.03M 0.09% +174 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,630 $1.02M <0.01% -28 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,608 $1.01M 0.6% +503 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,595 $1.01M 0.71% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,578 $1M 0.41% +862 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,569 $999K 0.02% +4 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,494 $997K 0.92% +2,030 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,558 $996K 0.01% -779 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 3,558 $996K 0.01% -779 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,519 $986K 0.44% +426 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,511 $983K 0.01% +11 13F-HR/A Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,500 $981K 0.03% +2 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,481 $975K 0.62% +260 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,481 $975K 0.14% -914 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,450 $966K 0.14% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,427 $959K +886 Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,419 $958K 0.07% -57 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,410 $955K 0.03% +8 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,402 $953K 0.14% -2 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,400 $952K 0.14% -1,468 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,392 $950K 0.4% -169 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,391 $950K 0.11% -200 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,372 $944K 0.31% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,353 $939K 1.11% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,347 $937K 0.02% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,311 $929K 0.15% -13 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,287 $921K 0.02% +619 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,279 $918K 0.01% +1,872 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,263 $914K 0.23% 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,236 $906K 0.36% +165 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,211 $899K 0.62% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,193 $894K 0.02% -209 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,128 $876K <0.01% -31 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,126 $875K 0.03% +382 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,113 $872K 0.89% +80 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 3,094 $868K 1.13% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,086 $864K 0.12% -862 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,085 $864K 0.29% +2 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,086 $864K 0.21% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,061 $857K 0.05% +158 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,053 $855K 0.22% +84 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,045 $853K 0.08% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,013 $844K 0.88% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,997 $839K 0.12% -42 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,983 $835K 0.01% +187 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 2,959 $829K 0.32% -45 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,935 $822K 0.12% -17 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,929 $820K 0.53% 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,908 $815K 0.15% -59 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 2,906 $814K 0.4% -127 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,900 $812K 0.43% -371 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,891 $810K 0.03% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,877 $806K 0.16% +346 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,867 $803K 0.42% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,843 $796K 0.56% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,836 $794K 0.2% -494 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,827 $792K 0.08% +243 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,800 $784K 0.02% +1,292 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,798 $784K 0.09% +904 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 2,767 $775K 0.08% +204 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,756 $772K 0.17% +3 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,758 $772K 0.33% -1 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,748 $770K 0.15% -219 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,745 $769K 0.07% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,734 $766K 0.31% -119 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,711 $759K 0.03% +1,757 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 2,676 $749K 0.47% +88 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,674 $749K 0.06% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,657 $744K 0.24% -409 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMG National Trust Bank More: the full row for AMG National Trust Bank 2,646 $742K 0.02% -1,003 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,647 $741K 0.05% -11 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,641 $740K 0.04% -32 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,752 $739K 0.9% -107 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,637 $739K 0.25% +158 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,602 $729K 0.38% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,591 $726K 0.02% -500 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,582 $723K 0.13% -87 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,583 $723K 0.15% -41 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,572 $720K 0.51% 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 2,461 $718K 0.37% -10 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,560 $717K 0.08% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,555 $716K 0.17% -200 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,552 $715K 0.02% +75 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,509 $712K 0.28% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,542 $712K 0.24% -112 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,540 $711K 0.02% -9 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,539 $711K 0.07% +1 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,536 $710K 0.03% +1,070 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,497 $699K 0.34% +72 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,484 $696K 0.01% +369 13F-HR/A Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,480 $694K 0.35% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,464 $690K 0.06% +3 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,453 $687K 0.01% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,449 $686K 0.14% +731 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,445 $685K 1.01% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,441 $684K 0.05% -70 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,440 $683K 0.01% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,436 $682K 0.06% -324 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 2,412 $676K 0.42% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,406 $675K 0.05% -2 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,404 $673K 0.13% +213 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,395 $671K 0.05% +208 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,391 $670K 0.49% -10 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 2,390 $669K 0.07% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,388 $669K 0.14% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,381 $667K 0.06% -5 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 2,372 $664K 1.2% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,369 $664K 0.09% +202 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,363 $662K 0.07% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,355 $660K 0.03% -72 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,331 $653K 0.02% -51 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,295 $643K 0.15% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,259 $633K 0.51% -3 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,179 $630K 0.02% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,222 $622K 0.08% +126 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,214 $620K 0.63% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,213 $620K 0.04% +58 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,209 $619K 0.17% +74 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,200 $616K 0.36% +35 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,187 $612K 0.05% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,182 $611K 0.48% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,180 $610K 0.01% -1,307 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,174 $609K 0.08% -550 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,173 $609K 0.12% -173 13F-HR Timeline