Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 417,650 $30.7M 6.25% +18,607 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 416,107 $30.5M 0.76% +33,183 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 414,729 $30.4M 0.03% +45,620 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 409,324 $30M 5.46% -1,560 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 406,923 $30M 2.57% +18,238 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 413,600 $29.9M 5.82% +38,386 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 406,889 $29.9M 1.37% +57,497 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 406,571 $29.8M 0.05% -27,234 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 403,515 $29.7M 1.21% +353,726 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 403,748 $29.6M 13.43% +28,090 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 395,782 $29.1M 10.63% +24,575 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 394,254 $28.9M 3.61% +10,865 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 393,714 $28.9M 8.63% +4,767 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 393,030 $28.9M 2.67% -16,832 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 392,020 $28.8M 0.06% +75,931 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 390,575 $28.7M 6.25% +7,900 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 380,234 $27.9M 0.16% +37,835 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 378,971 $27.8M 6.46% +31,250 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 706,151 $27.4M 2.93% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 372,601 $27.4M 0.13% -749,333 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 370,500 $27.2M 0.13% +55,292 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 368,742 $27.1M 0.05% +226,086 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 368,592 $27.1M +22,421 Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 362,403 $26.6M 0.03% +264,738 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 362,035 $26.6M 2.25% -18,920 13F-HR Timeline Group Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 358,565 $26.3M 4.3% +12,821 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 358,094 $26.3M 0.04% +6,427 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 355,826 $26.1M 0.14% +5,449 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 355,334 $26.1M 11.14% +15,408 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 354,594 $26M 41.88% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 357,530 $25.9M +167,824 Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 350,744 $25.7M 4.42% +67,555 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 349,889 $25.7M 7.55% +30,274 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 347,678 $25.5M 0.26% +35,113 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 347,148 $25.5M 5.82% +14,984 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 348,871 $25.4M 9.2% +13,836 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 502,593 $25.3M 2.98% +184,444 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 343,092 $25.2M 18.52% +30,787 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 338,844 $24.9M 0.99% +5,633 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 337,236 $24.8M 8.79% +77,953 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 333,233 $24.5M 13.84% +9,752 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 330,596 $24.3M 1.03% -29,562 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 328,328 $24.1M 0.01% +33,487 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 322,625 $23.8M 0.77% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 323,400 $23.7M 0.03% +287,700 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 320,418 $23.5M 0.45% +29,040 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 319,746 $23.5M 5.5% +5,622 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 319,340 $23.4M 0.22% +32,289 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 316,382 $23.1M 0.74% +21,780 13F-HR Timeline Group STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 317,638 $23.1M 13.16% +91,360 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 313,487 $23M 1.67% +67,290 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 312,358 $22.9M 1.54% -18,121 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 310,641 $22.8M 0.22% -15,078 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 309,440 $22.7M 11.87% +2,415 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 308,855 $22.7M 0.83% +11,454 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 307,472 $22.6M 0.12% +22,119 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 308,037 $22.5M 7.04% +63,362 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 303,754 $22.3M 0.11% +34,166 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 301,642 $22.1M +53,245 Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 300,556 $22.1M 5.93% +12,680 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 298,902 $21.9M 7.4% +43,452 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 298,538 $21.9M 1.08% +7,874 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 291,941 $21.4M 0.66% +14,241 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 288,437 $21.2M 3.98% +7,719 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 288,292 $21.2M 6.48% +12,679 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 284,544 $20.9M 1.16% +1,242 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 282,821 $20.8M 0.1% +106,146 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 280,609 $20.6M 1.29% +31,734 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 277,591 $20.4M 11.52% +26,977 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 275,663 $20.2M 9.7% +13,655 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 274,878 $20.2M 0.09% -192,283 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 271,946 $20M 0.25% -117,329 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 271,867 $20M 1.01% +45,675 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 268,922 $19.7M 0.98% +2,937 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 268,796 $19.7M 9.57% +85,546 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 268,034 $19.7M 0.01% -11,393 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 267,770 $19.7M 1.17% +27,871 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 267,556 $19.6M 4.79% -6,810 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 267,603 $19.6M 0.11% +4,302 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 267,285 $19.6M 0.03% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 267,227 $19.6M 0.18% -12,374 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 265,658 $19.5M 0.01% -501 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 265,543 $19.5M 0.21% +18,561 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 265,443 $19.5M 0.36% +14,141 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 263,650 $19.4M 0.57% -454 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 262,844 $19.3M 1.71% +4,533 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 262,550 $19.3M 0.01% +32,838 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 262,475 $19.3M 1.92% -115,429 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 262,115 $19.2M 5.08% +9,181 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 261,716 $19.2M 3.74% +16,849 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 256,130 $18.8M 3.47% +4,494 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 255,361 $18.7M 1.39% +10,526 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 254,814 $18.7M 0.01% +22,597 13F-HR Timeline Group TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 254,300 $18.7M 2.65% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 248,432 $18.2M 0.96% +27,805 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 248,417 $18.2M 3.76% +157,599 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 246,459 $18.1M 0.97% +59,400 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 244,950 $18M 0.05% +17,850 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 241,249 $17.5M 11.31% +3,062 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 235,653 $17.3M 0.25% +20,464 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 234,490 $17.2M 5.19% +27,811 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 234,475 $17.2M 0.94% -8,695 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 234,450 $17.2M 7.72% +36,741 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 233,157 $17.1M 4.03% +26,343 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 233,019 $17.1M 1.38% +27,075 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 230,885 $16.9M 0.98% +1,474 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 229,943 $16.9M 1.13% -33 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 229,734 $16.9M 1.91% +19,211 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 227,764 $16.7M 1.28% -4,219 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 226,547 $16.6M 8.86% +932 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 224,108 $16.5M 5.56% +19,519 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 223,927 $16.4M 4.48% +2,787 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 223,706 $16.4M 0.16% -73,702 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 222,029 $16.3M 2.68% +66,077 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 221,292 $16.2M 1.43% +22,952 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 221,200 $16.2M 0.78% -568,400 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 220,609 $16.2M 0.11% +5,512 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 219,377 $16.1M 0.37% +3,550 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 218,450 $16M 0.27% +5,464 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 217,686 $16M 3.92% -5,466 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 217,500 $16M 2.85% new 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 216,748 $15.9M 7.38% +6,219 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 215,402 $15.8M 0.38% +5,019 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 215,008 $15.8M 0.29% -20,117 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 214,231 $15.7M 1.06% +5,554 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 212,984 $15.6M 0.78% +6,280 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 211,419 $15.5M 5.29% +90,666 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 209,469 $15.4M 2.85% -126,876 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 208,241 $15.3M 2.42% -14,472 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 207,204 $15.2M 0.2% -4,996 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 207,154 $15.2M 8.48% +5,425 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 206,866 $15.2M 0.13% +620 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 205,282 $15.1M 0.15% +5,604 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 205,080 $15.1M 1.76% +3,157 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 204,409 $15M 8.42% +25,419 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 204,376 $15M 1.3% -13,489 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 204,210 $15M 0.28% -149,079 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 202,849 $14.9M 5.11% +6,979 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 201,124 $14.8M 6.1% +9,843 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 200,427 $14.7M 6.41% +21,698 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 200,239 $14.7M 4.23% +3,794 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 198,831 $14.6M 2.74% +24,419 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 198,611 $14.6M 9.36% +13,002 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 198,177 $14.5M 1.86% +19,787 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 197,919 $14.5M 0.05% +33,942 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 197,879 $14.5M 0.03% +12,600 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 197,154 $14.5M 0.01% -9,922 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 196,678 $14.4M 0.1% +159,008 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 197,445 $14.4M 2.04% +19,963 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 194,830 $14.3M 7.45% +15,971 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 193,753 $14.2M 0.19% +2,259 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 193,593 $14.2M 0.74% +48,427 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 193,523 $14.2M 0.1% -6,459 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 195,853 $14.2M 5.56% -2,683 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 192,662 $14.1M 0.02% -3,422 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 191,612 $14.1M 0.85% +17,824 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 191,011 $14M 1.66% -38 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 190,374 $14M 0.83% +20,738 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 190,038 $13.9M 0.16% +13,439 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 188,529 $13.8M 5.87% -9,415 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 187,038 $13.7M 0.02% -87,423 13F-HR Timeline Group Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 187,009 $13.7M 3.74% -4,469 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 186,946 $13.7M 0.91% +54,044 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 185,855 $13.6M 1.1% +11,767 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 181,965 $13.4M 0.21% -45,826 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 178,648 $13.1M 7.21% +9,414 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 178,253 $13.1M 1.83% -17,364 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 177,309 $13M 1.05% -28,064 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 175,099 $12.9M 9.84% +6,506 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 174,200 $12.8M 2.15% -436,849 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 172,637 $12.7M 2.6% +171,752 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 171,731 $12.6M 0.49% -13,885 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 171,441 $12.5M 4.23% +110,092 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 169,482 $12.4M 2.38% +21,115 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 168,548 $12.4M 4.47% +12,021 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 165,886 $12.2M 9.37% +3,195 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 165,775 $12.2M 1.49% +47,096 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 164,627 $12.1M 0.25% +11,205 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 164,501 $12.1M 7.28% +4,981 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 164,403 $12.1M 0.52% +450 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 163,579 $12M 3.76% +23,028 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 162,869 $12M 1.2% +8,998 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 161,344 $11.8M 5.43% +32,943 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 161,270 $11.8M 0.03% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 161,225 $11.8M 0.22% +7,956 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 170,811 $11.8M 3.21% +10,771 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 160,107 $11.8M 0.19% +7,895 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 159,629 $11.7M 0.07% -3,211 13F-HR Timeline Group BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 158,620 $11.7M 4.93% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 159,442 $11.5M 2.11% +19,074 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 156,950 $11.5M 7.04% +5,018 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 156,924 $11.5M 5.81% +7,569 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 156,616 $11.5M 7.7% +1,281 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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