PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 24,397 $2.23M <0.01% +18,053 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,264 $2.22M 0.04% +5,314 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 24,106 $2.2M 0.45% -59 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,899 $2.19M <0.01% +1,625 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 23,832 $2.18M 0.01% -39 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 23,004 $2.14M 0.05% +1,077 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 23,332 $2.13M 1.37% +497 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 22,985 $2.1M <0.01% +287 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 22,851 $2.09M 0.56% -273 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 22,495 $2.06M 0.02% +554 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 22,466 $2.05M 1.15% +722 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 22,331 $2.04M 0.62% 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 22,246 $2.03M 1.27% 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 22,013 $2.01M 0.85% +132 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 21,426 $1.96M 0.04% +17,498 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 21,306 $1.95M 0.06% -5,338 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 21,263 $1.94M 0.68% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 21,105 $1.93M 0.03% -1,007 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 20,993 $1.92M 0.62% -204 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 20,954 $1.92M 0.11% +1,875 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,931 $1.91M 0.06% -2,510 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 20,503 $1.87M 0.13% -1,432 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 20,290 $1.86M 0.69% +656 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 20,052 $1.83M 0.23% -2,501 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 20,042 $1.83M 0.97% 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 19,862 $1.82M 0.37% +183 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 19,358 $1.77M 0.96% -381 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 18,290 $1.67M 0.07% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18,198 $1.66M 0.12% +16,269 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 17,890 $1.64M 0.44% -605 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 17,811 $1.63M <0.01% +488 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 17,621 $1.61M 0.27% +129 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 17,395 $1.59M 1.59% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 16,676 $1.53M 0.19% +106 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 16,202 $1.49M 0.04% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,266 $1.49M 0.04% -38 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 15,983 $1.46M 0.01% 13F-HR/A Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 15,770 $1.44M 0.15% 0 13F-HR Timeline Group Finward Bancorp More: the full row for Finward Bancorp 15,619 $1.43M 1.11% +1,177 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 15,591 $1.43M 0.47% -6,201 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 15,448 $1.41M 0.25% -69,523 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,313 $1.4M 0.08% +101 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,115 $1.39M 0.05% -3,575 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 15,140 $1.38M 0.13% +10,481 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 15,100 $1.38M 0.69% +1,498 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 14,997 $1.37M 0.12% -311 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,817 $1.36M 0.01% +8,378 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14,788 $1.35M 0.49% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 14,739 $1.35M 0.07% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,691 $1.34M 0.01% +7,565 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 14,547 $1.33M 0.1% 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 14,407 $1.32M 0.91% -345 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,105 $1.29M 0.03% +5,612 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 13,831 $1.26M 0.73% 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 13,790 $1.26M 0.29% +28 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 13,754 $1.26M 0.89% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,433 $1.2M 0.18% -798 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 12,933 $1.2M 0.14% +30 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 12,914 $1.18M <0.01% +305 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 12,805 $1.17M 0.22% +1,202 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 12,787 $1.17M +738 Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,773 $1.17M 0.02% +1,007 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 12,754 $1.17M 0.12% -461 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,675 $1.16M 0.08% +12 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 12,656 $1.16M 0.17% +1,110 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,497 $1.14M 0.01% -22,907 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 12,483 $1.14M 0.57% +139 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 12,358 $1.13M 0.16% +130 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 12,314 $1.13M 0.35% -887 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,288 $1.12M 0.01% +6 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 12,214 $1.12M 0.15% +10,912 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,163 $1.11M 0.06% -20 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 12,132 $1.11M 0.13% +4,190 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 12,040 $1.1M 0.3% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,745 $1.07M <0.01% +7,087 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 11,698 $1.07M 0.37% +60 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 11,383 $1.04M 0.47% +590 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 11,355 $1.04M 0.41% +823 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,096 $1.01M 0.18% +5,311 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 11,077 $1.01M 0.52% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 11,024 $1.01M 0.05% -75 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,000 $1.01M 0.05% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,982 $1M <0.01% +3,875 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,769 $985K 0.21% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,766 $985K 0.07% +74 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,688 $977K 0.04% +818 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 10,419 $975K 0.5% +443 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,431 $954K 0.01% +735 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,422 $953K 0.27% +521 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 10,384 $950K 0.14% -38 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 10,353 $947K 0.01% +7,487 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,261 $938K 0.14% -46 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,260 $938K 0.02% +2,652 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 10,247 $937K 0.89% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,243 $937K 0.06% -1,953 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 10,099 $924K 0.31% +55 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 9,709 $888K 0.19% +1,093 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 9,463 $865K 0.64% +232 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 9,364 $856K 0.11% +529 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,360 $856K 0.25% -50 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 9,023 $825K 0.32% +236 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,967 $820K 0.11% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,954 $819K 0.02% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 8,868 $811K 1.34% +2,515 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 8,491 $790K 0.2% -1,090 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,220 $774K 0.02% +1,190 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,408 $769K 0.06% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,363 $765K 0.01% -733 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,294 $758K 0.02% new 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 8,213 $751K 0.13% -500 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,200 $750K 0.01% +3,986 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 7,964 $742K 0.17% -361 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,096 $740K 0.05% +398 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,906 $723K <0.01% -3,412 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 7,877 $720K 0.72% +733 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 7,790 $712K 0.73% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,740 $708K 0.01% -34,190 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,717 $706K 0.04% -220 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 7,530 $689K 0.39% -71 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,460 $682K 0.08% +311 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,417 $678K 0.15% +1,005 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,412 $678K 0.2% +137 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,297 $667K 0.02% +1,549 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 7,234 $662K <0.01% -5 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 7,206 $659K 0.24% +32 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,150 $654K 0.24% -6,730 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 7,083 $648K 0.07% +7 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 7,047 $644K 0.26% -59 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,878 $629K 0.01% +677 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,672 $610K 0.53% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,618 $605K 0.05% +3 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,560 $600K 0.02% -875 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,354 $581K <0.01% +235 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,285 $575K 0.06% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,502 $574K 0.01% -13,954 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,192 $566K 0.02% +1,043 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,188 $566K 0.04% -340 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 6,039 $552K 0.57% 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,013 $550K 0.1% +233 13F-HR Timeline City State Bank More: the full row for City State Bank 6,005 $549K 0.15% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,759 $527K 0.11% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,728 $524K 0.01% -183 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 5,659 $518K 0.15% +212 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,645 $516K 0.07% +143 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,503 $503K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,457 $499K <0.01% +20 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,407 $494K 0.11% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,333 $488K 0.13% 0 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 5,238 $479K 0.56% 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 5,206 $476K 0.06% +826 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,193 $475K 0.29% +117 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,180 $474K 0.01% -12,766 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,174 $473K 0.14% +648 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,174 $473K <0.01% +940 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,140 $470K <0.01% -1,270 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,129 $469K 0.02% new 13F-HR/A Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,987 $456K 0.06% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,979 $455K 0.02% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 4,850 $444K 0.41% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,829 $442K 0.17% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,814 $440K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,785 $438K <0.01% +2,555 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 4,787 $438K 0.03% +1,933 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,772 $436K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,761 $435K 0.06% 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,710 $431K 0.07% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,635 $424K 0.01% -265 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,585 $419K 0.01% +842 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,482 $418K 0.47% 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 4,569 $418K 0.09% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,565 $417K 0.03% 0 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 4,550 $416K 0.33% new 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,543 $415K 0.28% +1,669 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 4,540 $415K 0.22% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,503 $412K 0.05% -29 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,486 $410K 0.03% -995 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,297 $403K 0.1% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,400 $402K 0.22% +4 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 4,305 $394K 0.39% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,260 $390K <0.01% -432 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,252 $389K 0.2% +24 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,252 $389K 0.01% +6 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 4,225 $386K 0.01% -240 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,220 $386K 0.05% -6,281 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,142 $379K 0.01% +2 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 4,116 $376K 0.15% 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,063 $372K 0.11% new 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 4,066 $372K 0.32% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,054 $371K 0.04% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,965 $363K 0.06% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 3,937 $360K 0.63% -379 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,900 $357K 0.01% -74 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,856 $353K 0.03% -68 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,855 $353K <0.01% +291 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,854 $352K 0.02% -241 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,765 $344K 0.01% +76 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 3,754 $343K 0.12% new 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,715 $340K 0.09% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,653 $334K 0.07% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,650 $334K 0.04% 0 13F-HR Timeline