Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,442 $221K 0.22% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,370 $218K 0.01% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,279 $213K <0.01% +40 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,245 $211K 0.04% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,200 $209K 0.15% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,115 $205K 0.01% -116 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,083 $203K 0.02% -600 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 4,064 $202K 0.09% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,042 $201K 0.06% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,777 $188K 0.04% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,428 $171K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,133 $156K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,050 $152K 0.03% +2,431 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,829 $141K <0.01% +569 13F-HR Timeline Group Blume Capital Management, Inc. 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More: the full row for Financial Management Professionals, Inc. 1,795 $89.4K 0.01% -10 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,732 $86.2K 0.03% -2,134 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,713 $85.3K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,610 $80.2K <0.01% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 1,557 $77.5K 0.07% -100 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 1,507 $75K 0.05% -4,873 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/ 1,437 $71.5K <0.01% 0 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,383 $68.9K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Lloyd Advisory Services, LLC. 547 $27.2K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 547 $27.2K 0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 522 $26K 0.01% +80 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 518 $25.8K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 509 $25.3K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 500 $25K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 500 $24.9K <0.01% -134,458 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 500 $24.9K <0.01% -1,000 13F-HR Timeline LAM GROUP, INC. 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