Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 857 $349K 0.02% -209 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 840 $342K 0.08% +4 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 835 $340K 0.1% -357 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 831 $339K 0.01% +51 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 824 $336K 0.11% -69 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 815 $332K 0.03% +1 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 811 $331K 0.32% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 810 $330K 0.08% -37 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 800 $326K <0.01% -47 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 800 $326K <0.01% 0 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 798 $325K <0.01% 0 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 796 $325K <0.01% new 13F-HR/A Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 795 $324K 0.02% +67 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 792 $323K 0.2% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 790 $322K 0.23% +230 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 790 $322K 0.24% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 788 $321K 0.01% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 784 $320K 0.09% -14 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,847 $317K 0.03% +3,206 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 763 $311K 0.03% 0 13F-HR/A Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 757 $309K 0.01% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 756 $308K 0.02% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 751 $306K 0.01% -2 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 750 $306K 0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 750 $305K 0.13% +41 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 748 $305K 0.14% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,476 $304K 0.23% +3,730 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 746 $304K 0.04% +1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,907 $303K 0.01% +3,209 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 743 $303K <0.01% -410 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 738 $301K 0.08% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 736 $300K 0.02% +11 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 733 $299K 0.05% +116 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 725 $296K 0.21% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 724 $295K 0.02% -38 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 $294K 0.07% 0 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,774 $293K 0.05% +3,145 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 718 $293K 0.15% -14 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 712 $290K <0.01% +5 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 712 $290K 0.08% -15 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 708 $289K 0.1% 0 13F-HR/A Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 708 $289K 0.07% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 700 $285K 0.02% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 699 $285K 0.1% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 690 $281K 0.01% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 686 $280K 0.01% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 685 $279K 0.03% 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 684 $279K <0.01% +100 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 678 $276K 0.01% -194 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 676 $276K 0.01% +287 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 676 $275K 0.21% -23 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 672 $274K 0.01% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 672 $274K 0.04% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 671 $274K 0.02% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 668 $272K 0.15% +1 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 668 $272K 0.14% +24 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 661 $269K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 654 $267K 0.01% 0 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 651 $265K 0.04% -140 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 651 $265K 0.1% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 649 $264K 0.02% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 644 $263K 0.01% +6 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 642 $262K 0.28% +68 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 642 $262K 0.07% new 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 641 $261K 0.09% +1 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 639 $261K 0.01% new 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 639 $261K 0.06% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 633 $258K 0.05% +1 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 622 $254K 0.19% -98 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 622 $254K 0.14% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 619 $252K 0.06% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 618 $252K 0.02% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 612 $250K 0.07% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 611 $249K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 611 $249K 0.01% -831 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 608 $248K 0.01% +100 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 606 $247K 0.06% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 605 $247K <0.01% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 601 $245K 0.1% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 597 $243K 0.06% +29 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 595 $243K 0.06% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 588 $240K 0.05% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 587 $239K 0.06% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 587 $239K 0.01% +1 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 584 $238K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 585 $238K 0.02% +395 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 578 $236K 0.05% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 576 $235K 0.05% -87 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 575 $235K 0.01% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 575 $234K <0.01% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 568 $232K <0.01% -67 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 565 $230K <0.01% +21 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 565 $230K 0.11% +20 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 564 $230K 0.11% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 554 $229K 0.13% -105 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 560 $228K 0.04% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 553 $225K 0.02% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 551 $225K <0.01% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 543 $221K 0.01% -5 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,640 $218K 0.01% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 529 $216K 0.2% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 527 $215K 0.01% +34 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 525 $214K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 522 $213K 0.03% 0 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 521 $212K 0.01% -10 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 518 $211K <0.01% -47 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 515 $210K 0.08% -3 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 515 $210K 0.02% -56 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,089 $210K <0.01% +2,582 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 513 $209K 0.02% -1,524 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 509 $208K 0.05% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 505 $206K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 504 $206K 0.04% +2 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 504 $205K <0.01% +6 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 502 $205K 0.02% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 502 $205K 0.02% +2 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 501 $204K 0.01% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 501 $204K 0.06% 0 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 500 $204K 0.07% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 497 $203K 0.05% -309 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 495 $202K 0.06% -3 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 494 $201K <0.01% -247 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 484 $197K 0.01% -2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 464 $189K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 454 $185K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 425 $173K 0.01% -397 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 415 $169K <0.01% -6 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 400 $163K 0.02% -80 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 396 $161K 0.13% -38 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 378 $154K 0.01% -42 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 370 $153K 0.21% +180 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 371 $151K <0.01% -89 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 367 $150K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 359 $146K 0.06% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 340 $141K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 339 $138K 0.02% -348 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 335 $137K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 329 $134K <0.01% +107 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 323 $133K <0.01% -119 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,674 $131K <0.01% +1,395 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 317 $129K 0.03% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 314 $128K 0.01% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 307 $125K 0.03% -611 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 295 $120K 0.04% +106 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 284 $116K 0.08% -191 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 283 $115K 0.07% -125,536 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,415 $112K 0.01% +1,183 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 263 $107K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 258 $105K 0.02% +62 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 234 $95.4K 0.32% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 228 $93K 0.01% 0 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/ 228 $92.9K <0.01% +171 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 222 $90.5K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 207 $84.2K 0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 199 $81.1K 0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 194 $78K <0.01% +92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop National Bank More: the full row for Hilltop National Bank 191 $77.9K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 189 $77.9K 0.01% +8 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 190 $77.5K 0.03% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 181 $73.8K 0.04% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 170 $69.3K <0.01% new 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 169 $68.9K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 163 $67.3K <0.01% +3 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 160 $65.4K <0.01% -16 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 159 $64.8K 0.05% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 157 $64K <0.01% -183 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 156 $63.6K <0.01% -91 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 150 $61K 0.01% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 148 $60.3K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 139 $56.7K 0.01% -86 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 137 $55.9K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 136 $55.5K 0.02% +3 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 134 $54.5K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 128 $52.2K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 123 $50.1K <0.01% +1 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 121 $49.3K 0.02% -100 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 120 $48.7K 0.02% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 107 $43.6K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 106 $43.2K 0.01% -25 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 106 $43.2K 0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 103 $42K 0.01% +83 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 102 $41.6K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $40.8K <0.01% +55 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 100 $40.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 100 $40.7K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 98 $40K <0.01% new 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 97 $39.5K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 95 $38.8K <0.01% -35 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 95 $38.7K <0.01% +91 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 84 $38.6K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 91 $37.1K 0.02% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 90 $36.7K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 90 $36.7K 0.03% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 87 $35.6K 0.03% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 86 $35.1K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 85 $34.7K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 85 $34.7K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 84 $34.2K <0.01% 0 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 78 $32K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 75 $30.4K <0.01% new 13F-HR Timeline Group