Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,964 $1.99M 0.06% +76 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 22,056 $1.99M 0.89% 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 22,010 $1.98M 1.47% -61 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,941 $1.98M 0.02% -600 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 21,871 $1.97M 0.16% 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 21,786 $1.96M 0.73% +227 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 21,767 $1.96M 0.94% +316 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,664 $1.95M <0.01% -719,923 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 21,263 $1.92M 0.73% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 20,993 $1.89M 0.04% +14,509 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 20,832 $1.88M 1.26% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 20,603 $1.86M <0.01% +3,336 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,133 $1.81M 0.05% +16,459 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 19,991 $1.8M <0.01% +585 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 19,894 $1.79M 1.01% +160 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 19,690 $1.77M 0.44% +3,186 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,191 $1.73M <0.01% +19,098 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 18,662 $1.68M 0.19% +22 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 18,503 $1.67M 0.08% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 18,266 $1.65M 0.38% +479 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 18,259 $1.65M 0.67% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,195 $1.64M 0.02% +5,136 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 18,149 $1.64M 0.48% +1,085 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 17,967 $1.62M 1.54% +3,323 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,876 $1.61M 0.11% +102 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 17,553 $1.58M 0.1% -355 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 17,252 $1.55M 0.87% +1,158 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 16,958 $1.53M 0.23% +257 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,779 $1.51M 0.04% +13,139 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 16,549 $1.49M 0.01% +4,633 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 16,289 $1.47M 0.03% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,991 $1.44M 0.02% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,810 $1.42M <0.01% +1,588 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 15,770 $1.42M 0.13% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,537 $1.4M 0.12% -2,010 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,258 $1.38M 0.08% +152 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 15,167 $1.37M 0.48% +65 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 14,932 $1.35M 0.12% -531 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 14,788 $1.33M 0.52% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 14,739 $1.33M 0.08% +90 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 14,662 $1.32M 1.08% +262 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,574 $1.31M 0.1% +140 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 14,281 $1.29M 0.75% +14,147 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 13,744 $1.24M 0.31% +28 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 13,726 $1.24M 0.98% +1,405 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,602 $1.23M 0.05% +46 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 13,339 $1.2M 0.14% -543 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 13,030 $1.17M 0.56% +4,648 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 13,007 $1.17M 0.25% +472 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 12,889 $1.16M 0.16% +215 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,625 $1.14M 0.08% -807 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 12,624 $1.14M 0.18% -1,188 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 12,424 $1.12M 0.48% -2,569 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,183 $1.1M 0.07% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 11,993 $1.08M 0.59% -91 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 11,760 $1.06M 0.31% -1,440 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,756 $1.06M 0.02% +1,420 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 11,689 $1.05M <0.01% -838 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 11,670 $1.05M 0.43% +36 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 11,290 $1.02M 0.66% -3,899 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,160 $1.01M <0.01% 0 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 11,099 $1M 0.05% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,000 $991K 0.05% +2,200 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,923 $989K 0.17% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 10,773 $971K 0.16% -290 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 10,724 $966K 0.35% +1,536 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,718 $966K 0.51% +220 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,641 $959K 0.07% +104 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,341 $932K 0.16% -1,278 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 10,109 $911K 0.38% +1,400 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,044 $905K 0.29% +198 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,040 $905K 0.15% +2,110 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,988 $900K <0.01% -1,148 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,800 $883K 0.04% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 9,784 $882K 0.28% -177 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,696 $874K 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,892 $870K 0.01% +1,551 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,618 $867K 0.01% +4,480 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 9,441 $851K 0.21% 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,410 $848K 0.29% 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,364 $844K 0.02% +2,327 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,279 $836K 0.52% -17 13F-HR/A Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 9,170 $826K 0.66% +4,061 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,102 $820K <0.01% -8 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,942 $806K 0.03% +1,247 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 8,923 $804K 0.11% +147 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 8,776 $791K 0.37% +17 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 8,743 $788K 0.14% +1 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 8,636 $778K 0.6% +88 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 8,616 $776K 0.18% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,551 $771K 0.07% +608 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,173 $735K 0.02% +576 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 8,027 $723K 0.72% +2,653 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,845 $707K <0.01% +688 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 7,783 $701K 0.16% +63 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 7,910 $700K 0.19% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,698 $694K 0.04% -253 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 7,619 $687K 0.09% +6 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,606 $686K 0.02% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,593 $684K 0.05% +498 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,436 $670K 0.02% -2,255 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 7,420 $669K <0.01% +300 13F-HR/A Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 7,334 $661K 0.29% +655 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 7,330 $661K 0.29% -1,035 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,292 $657K <0.01% -16,865 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,258 $654K 0.02% -366 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,133 $643K 0.21% -6 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,108 $641K 0.01% +791 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,896 $621K 0.09% -1,809 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,781 $611K 0.01% +515 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,776 $611K <0.01% new 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,557 $591K 0.01% +612 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,478 $584K 0.05% new 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,378 $574K 0.21% -89 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 6,319 $569K 0.68% -362 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,258 $564K 0.01% +1,877 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,240 $562K 0.01% -245 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 6,221 $561K 0.02% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,201 $559K 0.01% -80 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 6,121 $552K 0.98% +246 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,995 $540K 0.01% -686 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,915 $533K 0.05% -416 13F-HR Timeline City State Bank More: the full row for City State Bank 5,905 $532K 0.17% +300 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,877 $530K 0.09% -536 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,826 $525K <0.01% +800 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,647 $509K 0.1% +572 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,503 $496K 0.01% +1,430 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,477 $494K 0.04% -738 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 5,348 $482K 0.16% +306 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,333 $481K 0.15% +123 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,249 $473K 0.1% -2,748 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,224 $471K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,202 $469K <0.01% -463 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,147 $464K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,142 $463K 0.04% -361 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,047 $455K 0.06% +1,923 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,987 $449K 0.06% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,979 $449K 0.02% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,857 $438K 0.07% -557 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,833 $436K 0.04% -420 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,829 $435K 0.21% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,814 $434K 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,772 $430K <0.01% +28 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,710 $424K 0.07% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 4,691 $423K 0.09% +365 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,565 $411K 0.03% -1,523 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,519 $407K 0.01% -4,153 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,393 $396K 0.26% +27 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 4,380 $395K 0.06% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 4,325 $390K 0.27% -474 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,297 $387K 0.12% +22 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,274 $385K 0.01% -12,732 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,234 $382K <0.01% +1,509 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,212 $380K 0.26% +25 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,170 $376K 0.08% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,139 $373K 0.01% +434 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,054 $365K 0.04% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 4,316 $358K 0.74% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,970 $358K 0.01% +3 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,965 $357K 0.07% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,931 $354K 0.13% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,928 $354K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,915 $353K 0.01% 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 3,900 $351K 0.11% -1,715 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 3,857 $348K 0.14% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,839 $346K 0.01% -840 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,816 $344K 0.12% -311 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,755 $338K 0.04% -46 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,653 $329K 0.06% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,651 $329K 0.21% +65 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,650 $329K 0.05% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,639 $328K 0.05% -2,323 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,579 $323K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,579 $323K 0.13% +22 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,444 $309K 0.03% +804 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 3,429 $308K 0.08% -463 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,388 $305K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,381 $305K <0.01% -314 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,373 $304K 0.03% +133 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,371 $304K 0.09% +13 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,350 $302K 0.02% +532 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,268 $295K 0.07% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,227 $291K 0.03% 0 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 3,194 $288K 0.11% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,176 $286K 0.13% -795 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,176 $286K <0.01% new 13F-HR/A Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,150 $284K 0.07% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,144 $283K 0.11% +316 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,143 $283K 0.06% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,135 $283K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,085 $278K 0.01% +6 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,059 $276K 0.02% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,055 $275K 0.23% 0 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 2,948 $266K 0.1% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,925 $264K 0.15% new 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 2,869 $259K 0.2% -367 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,850 $257K 0.02% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,827 $255K 0.02% -337 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,826 $255K 0.1% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,814 $254K 0.12% new 13F-HR Timeline