Five Pine Wealth Management More: the full row for Five Pine Wealth Management 22,835 $2.05M 1.38% +825 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 22,824 $2.04M 0.47% +3,134 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 22,786 $2.04M 0.81% +730 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 22,698 $2.03M <0.01% -25 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 22,553 $2.02M 0.26% -28 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,274 $2M <0.01% +16,448 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,927 $1.99M 0.05% -37 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 22,112 $1.98M 0.03% -886 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,941 $1.97M 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 21,935 $1.96M 0.15% +64 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 21,881 $1.96M 0.87% +114 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 21,792 $1.95M 0.66% -1,001 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 21,744 $1.95M 1.16% +912 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,456 $1.92M 0.04% +463 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 21,300 $1.91M 0.01% -17,200 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 21,263 $1.9M 0.67% 0 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 21,197 $1.9M 0.66% -589 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 20,319 $1.82M 0.94% +3,067 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 20,309 $1.82M 1.51% +2,342 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 19,739 $1.77M 0.96% -155 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,688 $1.76M <0.01% +3,878 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 19,679 $1.76M 0.37% +1,413 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 19,634 $1.76M 0.65% +1,375 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 19,079 $1.71M 0.1% +1,203 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,950 $1.7M 0.04% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 18,684 $1.67M 0.16% +22 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,690 $1.66M 0.1% +3,153 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 18,495 $1.66M 0.46% +346 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 18,290 $1.64M 0.07% -213 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,062 $1.62M <0.01% +8,960 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,946 $1.61M 0.01% -249 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 17,492 $1.57M 0.31% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 17,472 $1.55M 0.09% -81 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 17,323 $1.55M <0.01% -2,668 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 16,570 $1.48M 0.2% -388 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,304 $1.46M 0.05% +2,702 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16,266 $1.46M <0.01% -22,355 13F-HR/A Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 15,983 $1.43M 0.03% -306 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 15,770 $1.41M 0.12% 0 13F-HR Timeline Group GreatBanc Trust CO More: the full row for GreatBanc Trust CO 15,698 $1.41M 0.96% 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 15,308 $1.37M 0.12% +376 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,212 $1.36M 0.07% -46 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14,788 $1.32M 0.49% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 14,752 $1.32M 0.99% +90 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 14,739 $1.32M 0.07% 0 13F-HR Timeline Group Finward Bancorp More: the full row for Finward Bancorp 14,442 $1.29M 0.98% +716 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 14,231 $1.28M 0.2% +2,308 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 13,880 $1.24M 0.49% +1,456 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 13,762 $1.23M 0.3% +18 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 13,602 $1.22M 0.67% -679 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 13,215 $1.18M 0.13% -124 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 13,201 $1.18M 0.38% -1,966 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 12,903 $1.16M 0.14% +14 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,663 $1.13M 0.08% +38 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 12,609 $1.13M <0.01% +920 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 12,344 $1.11M 0.54% +351 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 12,228 $1.1M 0.16% -396 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,282 $1.1M 0.02% +2,390 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,196 $1.09M 0.07% -2,378 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,183 $1.09M 0.07% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 12,123 $1.09M 0.01% +8,735 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 12,049 $1.08M +2,431 Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 12,040 $1.08M 0.3% +280 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,766 $1.05M 0.02% +10 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 11,638 $1.04M 0.39% -32 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 11,603 $1.04M 0.2% -1,404 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 11,546 $1.03M 0.17% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 11,546 $1.03M 0.17% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,318 $1.01M <0.01% +158 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 11,099 $994K 0.05% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,000 $985K 0.05% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,793 $967K 0.48% +75 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 10,716 $960K 0.03% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,692 $958K 0.06% +51 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 10,532 $943K 0.37% +423 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,501 $941K 0.12% +461 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 10,422 $933K 0.15% -351 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,307 $923K 0.15% -34 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 10,044 $900K 0.3% -680 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,976 $894K 0.5% +697 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 9,901 $887K 0.26% -143 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,870 $884K 0.04% +70 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,696 $868K 0.01% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 9,581 $858K 0.24% -203 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,410 $843K 0.26% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 9,231 $827K 0.61% +61 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,096 $815K 0.01% -268 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,954 $802K 0.02% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 8,835 $791K 0.1% -88 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 8,787 $787K 0.33% +11 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 8,713 $780K 0.13% -30 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 $772K 0.17% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,493 $771K 0.02% +320 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 8,325 $761K 0.19% +415 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,408 $753K 0.07% -143 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,942 $711K 0.09% +2,895 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,937 $711K 0.04% +239 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,698 $690K 0.05% +105 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,608 $681K 0.02% +2 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 7,601 $681K 0.41% -3,689 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,435 $666K 0.02% -1,507 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 7,431 $666K <0.01% new 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,275 $652K 0.2% +142 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 7,239 $648K <0.01% new 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 7,174 $643K 0.24% -160 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,149 $640K 0.08% +253 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 7,144 $640K 0.69% +825 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,126 $638K <0.01% +569 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,107 $637K <0.01% -738 13F-HR Timeline Group Parker Financial LLC More: the full row for Parker Financial LLC 7,106 $636K 0.26% -224 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 7,076 $634K 0.07% -543 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,030 $632K 0.02% -228 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,615 $592K 0.05% +137 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,559 $588K 0.01% -10,220 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,528 $585K 0.04% +1,386 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,439 $577K 0.01% -669 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 6,410 $574K <0.01% -1,010 13F-HR/A Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,412 $574K 0.19% +34 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 6,353 $569K 0.92% +232 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,344 $568K <0.01% -948 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,201 $555K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,119 $548K 0.01% -139 13F-HR/A Timeline City State Bank More: the full row for City State Bank 6,005 $538K 0.16% +100 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,962 $534K <0.01% +3,687 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,911 $529K 0.01% -84 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,785 $518K 0.1% +138 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 5,780 $518K 0.1% +1,089 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,748 $515K 0.02% +524 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,502 $496K 0.08% -375 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,503 $493K 0.01% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,481 $491K 0.04% +4 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 5,447 $488K 0.14% +99 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,437 $487K <0.01% +235 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,407 $484K 0.11% +2,257 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,333 $478K 0.13% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,149 $461K 0.02% +2,386 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,076 $455K 0.26% +751 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,987 $447K 0.06% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,979 $446K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,900 $439K 0.01% +381 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,829 $433K 0.18% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,814 $431K 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,772 $430K <0.01% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,779 $428K <0.01% +1,603 13F-HR Timeline Group Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 4,750 $425K 0.35% 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,710 $422K 0.07% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,692 $420K <0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,659 $417K 0.05% -590 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,658 $417K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,565 $412K 0.03% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,532 $406K 0.06% -325 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,526 $405K 0.12% +710 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,465 $400K 0.01% +191 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,396 $394K 0.22% +3 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 4,380 $392K 0.06% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 4,316 $387K 0.68% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,297 $385K 0.1% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,246 $380K 0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,234 $379K <0.01% 0 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,228 $379K 0.2% +16 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,214 $377K 0.01% +1,687 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,140 $371K 0.01% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,095 $367K 0.02% -1,820 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,054 $363K 0.04% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,974 $356K 0.01% +4 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,965 $355K 0.06% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 3,941 $353K 0.12% +84 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,931 $352K 0.12% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,928 $352K 0.02% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,928 $352K 0.01% +1,454 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,924 $351K 0.03% -909 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 3,900 $349K 0.1% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,878 $347K 0.01% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,765 $337K 0.04% -42,598 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,743 $335K 0.01% -172 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,689 $330K 0.01% -150 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,653 $327K 0.06% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,651 $327K 0.18% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,650 $327K 0.04% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,620 $324K 0.08% +249 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,595 $322K 0.01% -16,538 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,593 $322K 0.12% +14 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,579 $321K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,564 $319K <0.01% +183 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,429 $307K 0.04% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,419 $306K 0.02% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,359 $301K 0.03% -14 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,352 $300K 0.02% +2 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 3,278 $294K 0.11% +84 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,268 $293K 0.06% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,203 $287K 0.02% -24 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,198 $286K 0.15% +273 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,180 $285K 0.11% +4 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,156 $283K 0.09% +12 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,143 $282K 0.05% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,135 $281K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,089 $277K 0.01% +4 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,059 $274K 0.02% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,054 $274K <0.01% +315 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,001 $269K <0.01% new 13F-HR Timeline