Karpus Management, Inc. More: the full row for Karpus Management, Inc. 364,581 $26.8M 0.87% -152,160 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 363,021 $26.7M 17.45% +26,164 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 360,248 $26.5M -867,879 Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 354,209 $26M 0.22% +28,190 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 353,371 $26M 6.03% +27,251 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 353,478 $25.9M -23,163 Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 347,535 $25.5M 12.35% -5,107 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 346,882 $25.5M 0.03% 0 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 345,988 $25.4M 10.74% -16,699 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 344,859 $25.3M 9.2% +26,619 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 342,250 $25.1M 20.17% +19,425 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 341,633 $25.1M 1.26% -29,277 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 339,459 $24.9M 0.15% -16,823 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 336,150 $24.7M 15.28% +37,685 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 334,617 $24.6M 1.73% +10,321 13F-HR Timeline Group G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 325,288 $23.9M 7.24% -79,940 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 324,991 $23.9M 7.82% +16,442 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 324,446 $23.8M 6.99% -1,924 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 323,363 $23.8M 12.52% +20,282 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 323,140 $23.7M 12.98% +26,629 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 315,928 $23.2M 5.18% -299,057 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 315,553 $23.2M 2.04% +177,674 13F-HR Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 314,048 $23.1M 22.03% +7,282 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 310,636 $22.8M 0.06% -90,780 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 304,291 $22.4M 8.59% +24,565 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 303,899 $22.3M 0.33% +13,378 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 304,159 $22.3M 1.14% -13,280 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 302,514 $22.2M 0.04% +12,779 13F-HR Timeline Group BIP Alliance, LLC More: the full row for BIP Alliance, LLC 301,507 $22.1M 9.36% +18,679 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 301,393 $22.1M 10.75% +41,086 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 300,698 $22.1M 3.86% -3,193 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 300,279 $22.1M 5.21% +20,059 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 299,142 $22M 3.92% +17,229 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 296,730 $21.8M 3.14% -164,055 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 292,843 $21.5M 0.26% +99,688 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 290,934 $21.4M 0.58% -10,676 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 290,529 $21.3M 12% +21,909 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 290,225 $21.3M 2.9% +16,587 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 288,482 $21.2M 1.98% +10,827 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 285,255 $21M 0.13% -1,309 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 283,606 $20.8M 5.02% +4,844 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 279,852 $20.6M 1.23% -2,368 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 274,413 $20.2M 5.94% +24,580 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 272,584 $20M 13.44% +25,094 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 267,980 $19.7M 1.18% +42 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 264,957 $19.5M 1.86% +28,584 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 268,223 $19.4M 4.19% -52,496 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 267,895 $19.4M -39,710 Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 262,249 $19.3M 0.01% -40,083 13F-HR/A Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 260,092 $19.1M 1.78% +29,305 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 258,883 $19M 1.94% -8,403 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 258,912 $19M 0.58% +129,456 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 257,232 $18.9M 0.17% -16,098 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 256,530 $18.8M 0.36% -633,150 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 256,106 $18.8M 15.32% +13,724 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 252,883 $18.6M 18.04% +2,775 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,485,429 $18.5M 0.47% +321,672 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 252,275 $18.5M 1.25% -1,045 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 250,542 $18.4M 7.66% -5,355 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/ 249,693 $18.3M 0.02% +38,920 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 249,141 $18.3M 0.13% -405,580 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 246,868 $18.1M 0.23% +26,379 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 245,803 $18.1M 0.25% +24,006 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 245,547 $18M 3.79% +6,740 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 245,127 $18M 1.47% +30,165 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 244,609 $18M 2.17% -26,188 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 242,234 $17.8M 0.88% +7,379 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 242,039 $17.8M 6.92% +493 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 236,760 $17.4M 7.91% +93,452 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 234,712 $17.2M 5.61% -61,040 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 234,631 $17.2M 1.24% -1,892 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 234,431 $17.2M 5.83% +1,935 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 231,414 $17M 8.45% +6,594 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 230,120 $16.9M 12.53% -3,621 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 228,434 $16.8M 0.01% +102,091 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 226,512 $16.6M 6.66% +11,136 13F-HR Timeline LPF Advisors LLC More: the full row for LPF Advisors LLC 226,343 $16.6M 13.61% +12,857 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 225,715 $16.6M 0.58% +7,811 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 223,719 $16.4M 0.19% +14,847 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 222,572 $16.3M 0.91% +46,081 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 220,652 $16.2M 9.27% -916 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 220,697 $16.2M 1.1% +46,086 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 219,393 $16.1M 0.93% +188 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 219,021 $16.1M 1.24% -6,001 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 218,670 $16.1M 1.44% -534 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 218,282 $16M 0.16% +24,989 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 218,282 $16M 0.16% +24,989 13F-HR/A Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 216,046 $15.9M 6.54% +5,971 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 215,053 $15.8M 8.73% +15,540 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 214,870 $15.8M 10.07% +1,790 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 213,099 $15.5M 10.14% -19,921 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 211,147 $15.5M 6% +9,398 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 210,152 $15.4M 8.56% +20,750 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 209,684 $15.4M 0.51% +5,188 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 209,316 $15.4M 2.19% +12,089 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 208,143 $15.3M 1.86% +13,330 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 206,893 $15.2M 1.96% +2,611 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 206,890 $15.2M 4.54% +13,510 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 205,668 $15.1M 4.13% -11,319 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 205,408 $15.1M 1.27% +9,335 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 204,917 $15.1M 5.85% +1,822 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 204,614 $15M 1.89% +1,634 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 203,608 $15M 0.4% -6,048 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 203,545 $15M 1.28% -7,698 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 203,215 $14.9M 0.01% +6,186 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 205,230 $14.9M 2.46% 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 201,887 $14.8M 3.64% +78,680 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 201,778 $14.8M 2.03% +12,472 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 201,381 $14.8M 0.04% +12,088 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 201,229 $14.8M 1.09% -10,302 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 201,154 $14.8M 1.75% +15,502 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 200,849 $14.8M 0.2% +1,832 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 192,081 $14.1M 1.98% +138,593 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 191,602 $14.1M 12.25% +1,093 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 191,197 $14M 1.31% +1,075 13F-HR/A Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 190,579 $14M 2.17% +607 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 189,284 $13.9M 0.43% +7,134 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 188,857 $13.9M 1.8% +5,110 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 188,177 $13.8M 0.9% +11,306 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 188,072 $13.8M 0.44% -5,794 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 187,997 $13.7M 0.46% -3,601 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 185,818 $13.6M 1.37% +26,731 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 185,623 $13.6M 6.78% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 183,841 $13.5M 4.77% -3,185 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 183,355 $13.5M 1.26% +8,616 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 183,249 $13.5M 0.01% +10,679 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 182,733 $13.4M 0.39% +57,770 13F-HR/A Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 182,579 $13.4M 8.63% +17,899 13F-HR/A Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 181,919 $13.4M 8.86% +49,309 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 181,583 $13.3M 3.51% -24,218 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 181,053 $13.3M 0.52% -4,137 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 179,815 $13.2M 5.64% +2,048 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 179,542 $13.2M 4.61% +15,863 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 179,071 $13.2M 0.03% -26,283 13F-HR Timeline Group Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 179,036 $13.2M 6.99% +20,338 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 180,218 $13.1M 7% +123,004 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 178,042 $13.1M 0.8% -20,602 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 176,865 $13M 4.93% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 175,378 $12.9M 0.16% -8,593 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 175,227 $12.9M 4.04% +709 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 174,075 $12.8M -19,461 Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 174,146 $12.8M 5.4% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 176,026 $12.8M 4.45% -4,394 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 172,852 $12.7M 0.1% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 170,387 $12.5M 0.38% +24,157 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 169,470 $12.4M 8.7% +7,273 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 166,127 $12.2M 0.87% +11,282 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 165,823 $12.2M 0.18% -8,354 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 164,199 $12.1M 0.14% +46,453 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 162,987 $12M 0.2% -22,140 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 162,841 $12M 0.07% -12,293 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 162,581 $11.9M 0.02% -30,499 13F-HR Timeline Group 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 Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 157,284 $11.6M 3.18% new 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 157,231 $11.5M 8.31% +7,000 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 156,982 $11.5M 8.13% +4,747 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 156,842 $11.5M 5.34% -287,612 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 155,426 $11.4M 0.77% -2,810 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 153,776 $11.3M 4.43% +26,133 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 153,217 $11.3M 0.53% -69,521 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 151,818 $11.2M 1.56% +8,427 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 151,174 $11.1M 0.26% +703 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 151,232 $11.1M 2.4% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 150,847 $11.1M 0.78% -7,430 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 149,336 $11M 3.08% +4,084 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 148,945 $10.9M 7.34% +8,361 13F-HR Timeline Group Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 148,493 $10.9M 8.14% +115 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 147,677 $10.8M 0.46% +16,811 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 147,660 $10.8M 0.65% +33,497 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 146,621 $10.8M 0.3% +18,229 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 144,597 $10.6M 0.27% +8,793 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 143,971 $10.6M 8.13% +2,057 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 141,804 $10.4M 2.02% +213 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 141,786 $10.4M 0.36% +93,660 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 141,486 $10.4M 6.8% +21,074 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 139,466 $10.2M 0.31% +31,884 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 138,539 $10.2M 0.38% +7,137 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 134,086 $9.85M 1.34% 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 133,893 $9.83M 9.2% +6,122 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 133,318 $9.79M 0.9% +1,625 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 133,250 $9.79M 4.6% new 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. 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