Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,439 $607K 0.02% -32 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,423 $605K 0.02% -7,324 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,414 $604K 0.01% +1,625 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,388 $600K 0.02% -454 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,373 $598K 0.05% +2,190 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,371 $598K 0.18% -77 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 4,361 $597K 0.15% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,361 $597K 0.03% +210 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 4,342 $594K 0.26% -569,027 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 4,322 $591K 0.45% -50 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,320 $591K 0.03% -450 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,320 $591K 0.12% 0 13F-HR Timeline Northwest Bancshares, Inc. 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More: the full row for Heritage Wealth Management, Inc. 4,260 $583K 0.15% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,251 $582K 0.04% +16 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,229 $579K 0.18% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,210 $576K 0.08% +69 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,190 $573K 0.04% +23 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,180 $572K 0.05% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,149 $568K 0.03% +60 13F-HR Timeline ARVEST INVESTMENTS, INC. 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More: the full row for Wealth Enhancement Trust Services, Inc. 4,066 $556K 0.06% -565 13F-HR/A Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 4,064 $556K 0.25% +301 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,056 $555K 0.02% +327 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,051 $554K 0.1% +4 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,042 $553K 0.09% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,033 $552K 0.17% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,031 $552K 0.01% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,031 $551K 0.04% -10 13F-HR Timeline Stanley-Laman Group, Ltd. 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More: the full row for AlTi Global, Inc. 3,934 $538K 0.01% +142 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,920 $536K 0.01% +367 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,901 $534K 0.02% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,890 $532K 0.08% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,884 $531K 0.04% -79 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,881 $531K 0.01% +1,139 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,879 $531K 0.17% +100 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,867 $529K 0.01% +1,545 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for Fulton Bank, N.A. 3,825 $523K 0.02% +123 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,825 $523K 0.19% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,825 $523K 0.17% 0 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,939 $522K 0.06% +18 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,159 $521K 0.03% -103 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,777 $521K 0.03% +561 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 3,801 $520K 0.18% -68 13F-HR Timeline Financial Advisors Network, Inc. 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More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,668 $502K 0.18% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,656 $500K 0.01% -303 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,632 $497K 0.03% +151 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,628 $496K 0.05% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,626 $496K 0.12% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,610 $494K 0.03% +148 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,609 $494K 0.08% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,604 $493K 0.06% +823 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,598 $492K 0.26% 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 3,584 $490K 0.33% +12 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,563 $487K 0.04% -2 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,560 $487K 0.03% 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,540 $484K 0.12% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,510 $480K 0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,503 $479K 0.03% -1,004 13F-HR Timeline Mathes Company, Inc. 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More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 3,500 $479K 0.29% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,495 $478K 0.02% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,646 $478K 0.02% +1,082 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,492 $478K 0.02% +37 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,490 $477K 0.12% -135 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,483 $477K 0.05% -178 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,470 $475K 0.1% +828 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,468 $474K 0.09% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,466 $474K 0.02% -40 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,456 $473K 0.46% +800 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,440 $471K 0.06% +12 13F-HR Timeline Legacy Private Trust Co. 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FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,364 $460K 0.04% -15 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,361 $460K 0.33% +299 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,354 $459K 0.01% +515 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,348 $458K 0.01% +372 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,346 $458K 0.03% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,338 $457K 0.01% +304 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 3,336 $456K 0.22% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,322 $454K 0.02% +40 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,321 $454K 0.04% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,375 $454K 0.12% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 3,312 $453K 0.12% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,309 $453K <0.01% -965 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,309 $453K <0.01% +525 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 3,303 $452K 0.18% +447 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,299 $451K 0.11% +4 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,298 $451K 0.13% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,278 $448K 0.14% -349 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,274 $448K 0.2% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,272 $448K 0.05% +52 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,271 $448K 0.25% -2,467 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,253 $445K 0.06% -37 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,250 $445K <0.01% 0 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,250 $445K 0.03% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,232 $442K 0.07% +248 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,228 $442K 0.03% +312 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,215 $440K 0.13% +464 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 3,215 $440K 0.34% -175 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,198 $437K 0.02% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,188 $436K 0.14% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,172 $434K 0.11% -175 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,171 $434K 0.01% +704 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,169 $434K 0.03% +1,470 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,167 $433K 0.01% +262 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 3,167 $433K 0.26% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,165 $433K 0.07% -4 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,159 $432K 0.1% +24 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,158 $432K 0.2% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 3,160 $432K 0.08% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,140 $430K 0.01% -89 13F-HR Timeline Pinnacle Bancorp, Inc. 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