Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 725 $287K <0.01% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 722 $286K 0.07% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 720 $286K 0.07% 0 13F-HR/A Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 718 $285K 0.03% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 697 $284K 0.01% +50 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 708 $281K 0.08% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 708 $281K 0.08% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 707 $280K <0.01% -288 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 707 $280K 0.09% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 706 $280K 0.02% +1 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 699 $279K 0.02% -298 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 693 $275K 0.23% +1 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 690 $274K 0.02% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 687 $272K 0.26% -34 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 686 $272K 0.01% new 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 672 $267K 0.12% +1 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 672 $266K 0.04% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 671 $266K 0.02% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 666 $264K 0.21% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 665 $264K 0.07% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 665 $264K 0.04% -12 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 629 $263K 0.05% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 661 $262K 0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 658 $261K <0.01% +22 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 657 $261K 0.05% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 650 $258K 0.12% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 650 $258K 0.01% -3 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 642 $255K 0.13% +10 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 640 $254K 0.02% +1 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 635 $252K 0.03% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 633 $251K 0.01% -17,910 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 631 $250K <0.01% +14 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 629 $250K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 626 $248K 0.02% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 620 $246K 0.16% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 615 $244K 0.1% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 612 $243K 0.08% +1 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 611 $242K 0.01% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 611 $242K 0.02% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 608 $241K 0.07% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 584 $240K 0.01% -214 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 600 $238K <0.01% +20 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 599 $238K 0.07% +4 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 591 $234K 0.01% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 590 $234K 0.16% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 588 $233K 0.05% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 586 $233K 0.06% new 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 582 $231K 0.02% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 582 $231K <0.01% +1 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 579 $230K 0.01% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 578 $229K 0.06% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 578 $229K 0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 575 $227K 0.02% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 560 $222K 0.04% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 560 $222K 0.01% new 13F-HR/A Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 557 $221K 0.11% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 548 $217K 0.01% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 548 $217K 0.08% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 545 $216K 0.11% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 540 $214K <0.01% new 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 534 $212K 0.09% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 532 $211K 0.07% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 529 $210K 0.06% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 529 $210K 0.07% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 521 $207K <0.01% new 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 500 $205K 0.02% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 515 $204K 0.02% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 514 $204K 0.01% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 509 $202K <0.01% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 509 $202K 0.06% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 505 $200K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 504 $200K <0.01% -557 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 498 $197K 0.07% +26 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 480 $190K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 465 $184K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 456 $181K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 453 $180K 0.03% +196 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 451 $179K 0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 430 $171K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 413 $164K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 398 $158K 0.02% +227 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 395 $157K 0.01% -1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 367 $146K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 357 $142K <0.01% +276 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 352 $140K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 342 $136K 0.04% -60 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 340 $135K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 303 $120K 0.1% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 294 $117K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 293 $116K <0.01% +93 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 287 $112K 0.06% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 275 $109K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 261 $107K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 263 $104K 0.02% +257 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 248 $98.3K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 244 $96.8K 0.01% +5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 225 $89.3K 0.01% +86 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 214 $84.9K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 207 $82.1K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 206 $81.6K 0.01% +10 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 199 $78.9K 0.03% +3 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 190 $78.1K 0.04% -66 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 195 $77.2K <0.01% -122 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 191 $75.7K 0.02% 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 189 $74.9K 0.01% -1,632 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 188 $74.6K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 180 $71.5K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 180 $71.5K 0.04% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 169 $67K 0.03% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 161 $63.8K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 162 $63K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fairway Wealth LLC More: the full row for Fairway Wealth LLC 156 $61.8K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 149 $59.1K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 148 $58.7K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 146 $57.9K 0.03% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 145 $57.5K 0.01% -355 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 143 $56.7K 0.01% new 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 142 $55.7K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 140 $55.5K <0.01% +57 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 137 $54.3K 0.01% +31 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 136 $53.9K <0.01% -1 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 140 $53K <0.01% -445 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 131 $51.9K <0.01% new 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 119 $47.2K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 111 $44K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 110 $43.7K 0.01% +60 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 110 $43.6K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 109 $43.2K <0.01% +36 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 101 $40.1K <0.01% new 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 100 $39.7K 0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 95 $37.7K <0.01% new 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 95 $37.7K 0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 84 $33.8K 0.01% +1 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 85 $33.7K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 77 $30.6K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 76 $30.1K <0.01% +9 13F-HR Timeline Group Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 76 $30.1K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 74 $29K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 73 $28.9K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 73 $26.7K <0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 66 $26.2K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 62 $24.7K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 60 $24K 0.01% 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 60 $23.8K <0.01% new 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 60 $23.8K <0.01% 0 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 58 $23K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 55 $21.8K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 52 $20.6K 0.01% -6 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 50 $19.8K 0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 50 $19.7K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 47 $19K <0.01% +3 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 45 $17.8K <0.01% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 43 $17.1K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 42 $16.6K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 41 $16K <0.01% 0 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 40 $15.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 38 $15.1K <0.01% +33 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 40 $15K <0.01% 0 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 38 $14.9K 0.01% +16 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 36 $14.3K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 33 $13.1K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 30 $11.9K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 29 $11.5K <0.01% -210 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/ 25 $9.93K <0.01% +5 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 25 $9.91K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 25 $9.91K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 24 $9.59K 0.01% -21 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 23 $9.15K <0.01% +7 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 23 $9.12K <0.01% new 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 22 $8.72K 0.01% 0 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 21 $8.33K <0.01% -83 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 21 $8.33K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 21 $8.25K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 22 $8K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 20 $7.93K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 20 $7.93K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 19 $7.16K <0.01% new 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 18 $7.14K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 15 $5.95K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 15 $5.95K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 14 $5.55K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 14 $5.55K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 14 $5.55K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13 $5K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10 $4.05K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 10 $3.96K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10 $3.96K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9 $3.57K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8 $3.17K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8 $3.17K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 10 $3K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7 $2.8K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7 $2.78K <0.01% -9 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6 $2.39K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5 $1.98K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $1.98K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $1.98K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 5 $1.97K <0.01% -95 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4 $1.59K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3 $1.13K <0.01% 0 13F-HR Timeline