Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 42,563 $12.3M 2.52% +543 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 42,512 $12.3M 1.25% -174 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 42,498 $12.3M 1.88% -32,794 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 42,476 $12.3M 3.82% +884 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 39,208 $12.3M 3.77% +272 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 42,460 $12.3M 4.67% +193 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 42,401 $12.3M 3.28% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 42,388 $12.3M 0.08% +1,864 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 42,342 $12.3M 0.46% -1,375 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $12.2M 2.92% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 42,299 $12.2M 3.27% -36,407 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 42,295 $12.2M 3.44% -1,014 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 42,290 $12.2M 3.87% -3,541 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 42,238 $12.2M 0.71% +6,476 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for OPINICUS CAPITAL, INC. 42,174 $12.2M 6.53% -255 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 42,173 $12.2M 5.58% +3,914 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 42,165 $12.2M 1.62% -1,621 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 42,107 $12.2M 2.8% +4,287 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 42,047 $12.2M 2% -1,020 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 42,042 $12.2M 5.53% +1,458 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 42,032 $12.2M 1.92% +1,513 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 42,000 $12.2M 4.96% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 41,955 $12.1M 3.42% +1,955 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 41,929 $12.1M 2.99% +95 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 41,897 $12.1M 1.34% -1,261 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 41,846 $12.1M 1.35% +3,141 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 41,805 $12.1M 5.46% -4,159 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 41,749 $12.1M 2.06% +2,128 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 41,747 $12.1M 2.4% -7,184 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 41,716 $12.1M 5.22% -1,524 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for GPM Growth Investors, Inc. 41,387 $12M 5% -6,420 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 41,342 $12M 3.91% +739 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 41,290 $11.9M 5.01% +612 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 41,170 $11.9M 2.61% -1,432 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 41,160 $11.9M 2.35% -333 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 41,126 $11.9M 2.86% 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 41,103 $11.9M 2.15% +496 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 41,097 $11.9M 0.66% +4,503 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 41,089 $11.9M 3.7% +10,730 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 41,066 $11.9M 2.54% -970 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 41,062 $11.9M 2.13% -569 13F-HR Timeline Haven Capital Group, Inc. 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More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 40,584 $11.7M 5.1% -1,047 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 40,583 $11.7M 6.82% +211 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 40,564 $11.7M 3.99% -3,373 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 40,563 $11.7M 5.29% 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 40,549 $11.7M 0.09% -1,053 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 38,055 $11.7M 4.05% -569 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 40,508 $11.7M 1.74% +16,422 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 40,455 $11.7M 7.03% -102 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 40,317 $11.7M 2.92% +948 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 40,295 $11.7M 7.83% -849 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 40,274 $11.7M 5.46% +4,825 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 40,242 $11.6M 3.35% +228 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 40,181 $11.6M 4% +1,749 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 40,172 $11.6M 1.11% +823 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 40,128 $11.6M 2.91% -3,065 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 40,099 $11.6M 6.87% +112 13F-HR/A Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 40,060 $11.6M 0.45% -78 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 40,034 $11.6M 1.54% -190 13F-HR Timeline Chou Associates Management Inc. 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Root & Company, LLC 39,618 $11.5M 2.43% -250 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 39,614 $11.5M 2.11% +164 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 39,585 $11.5M 3.06% +1,059 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 39,545 $11.4M 4.8% -1,096 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 39,531 $11.4M 4.38% -438 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 39,523 $11.4M 2.24% -1,321 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 39,502 $11.4M 6.99% +970 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 39,493 $11.4M 3.06% -1,049 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 39,492 $11.4M 5.73% -150 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 39,459 $11.4M 3.5% +329 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 39,396 $11.4M 2.49% +260 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 39,159 $11.4M 4.4% -1,114 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 39,328 $11.4M 3.89% +115 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 39,303 $11.4M 5.33% +2,197 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 39,258 $11.4M 1.5% +472 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 34,767 $11.4M 1.29% +529 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 39,217 $11.3M 3.76% +10,086 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 39,217 $11.3M 5.2% +1,257 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 39,199 $11.3M 4.91% +126 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 39,082 $11.3M 1.31% +1,411 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 39,058 $11.3M 3.66% +181 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 39,025 $11.3M 7.21% -7,026 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 38,910 $11.3M 10.99% -14,361 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 38,842 $11.2M 2.58% +1,060 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 38,837 $11.2M 1.76% +4,641 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 38,819 $11.2M 5.29% -172 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 38,746 $11.2M 3.43% -680 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 38,715 $11.2M 1.94% -981 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 38,699 $11.2M 7.51% -494 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 38,687 $11.2M 2.58% -922 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 38,686 $11.2M 0.83% +515 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 38,644 $11.2M 2.93% -825 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 38,613 $11.2M 5.98% -1,298 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 38,576 $11.2M 3.11% -443 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 38,575 $11.2M 7.84% -1,619 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 38,526 $11.1M 2.88% +4,378 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 38,468 $11.1M 5.14% -4,893 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 38,406 $11.1M 3.19% +33 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 38,379 $11.1M 1.16% +1,736 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38,371 $11.1M 2.2% -3,867 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 38,361 $11.1M 2.28% +233 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 38,315 $11.1M 3.62% -6,571 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 38,298 $11.1M 4.7% +3,071 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 38,241 $11.1M 5.05% +1,428 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 38,233 $11.1M 5.5% -520 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 38,212 $11.1M 3.67% +9,940 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 38,137 $11M 2.99% -335 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 33,828 $11M 3.55% -545 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 38,008 $11M 1.35% -1,350 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 37,980 $11M 1.94% -442 13F-HR Timeline ANB BANK More: the full row for ANB BANK 37,933 $11M 4.09% -1,983 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 37,899 $11M 1.33% +7,349 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 37,830 $10.9M 0.67% +4,968 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 37,830 $10.9M 4.15% +390 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 37,821 $10.9M 3.44% -350 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 37,797 $10.9M 5.18% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. 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More: the full row for Family Legacy, Inc. 37,693 $10.9M 2.91% -342 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 37,624 $10.9M 1.26% -450 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 37,576 $10.9M 1.32% -166 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 37,575 $10.9M 2.03% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 37,570 $10.9M 3.31% -103 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 37,566 $10.9M 1.08% +227 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 37,537 $10.9M 3.5% -600 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 37,435 $10.8M 7.21% +191 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 37,386 $10.8M 5.13% +117 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 37,352 $10.8M 5.59% -923 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 37,318 $10.8M 4.34% -5,831 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 37,281 $10.8M 2.52% -1,290 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 37,226 $10.8M 3.66% -47 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 37,215 $10.8M 2.8% +1,761 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 34,147 $10.8M 3.87% +495 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 37,192 $10.8M 2.15% +3,290 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 37,153 $10.8M 4.13% -112 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 37,151 $10.8M 2.12% +91 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 37,125 $10.7M 3.37% +13 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 37,054 $10.7M 5.02% -471 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 37,020 $10.7M 7.87% +100 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 37,014 $10.7M 1.44% -1,587 13F-HR Timeline Banco BTG Pactual S.A. 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