Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 349,252 $25.7M 19.13% +7,002 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 349,073 $25.7M 6.6% -109,926 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 348,745 $25.7M 11.41% +1,210 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 348,190 $25.6M 0.63% -317,679 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 347,173 $25.6M 8.12% +2,314 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 344,389 $25.4M 1.3% +64,537 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 344,181 $25.3M 1.6% +9,564 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 342,632 $25.2M 2.15% +82,540 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 341,537 $25.1M 5.7% -40,649 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 339,246 $25M 9.78% -6,742 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 337,903 $24.9M 7.34% +12,912 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 335,468 $24.7M 8.33% +31,177 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 334,688 $24.6M 1.16% -6,945 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 328,790 $24.2M 0.13% +43,535 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 328,063 $24.2M 11.66% +4,700 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 326,406 $24M 3.85% +25,708 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 323,248 $23.8M 0.34% +19,349 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 321,817 $23.7M 29.95% +7,769 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 321,484 $23.7M -31,994 Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 321,312 $23.7M 5.7% +5,384 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 320,713 $23.6M 1.86% +5,160 13F-HR Timeline Group Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 320,310 $23.6M 5.88% -33,061 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 319,750 $23.5M 0.04% +17,236 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 316,222 $23.3M 0.69% +90,507 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 309,557 $22.8M 0.06% -1,079 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 308,837 $22.7M 3.7% +9,695 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 308,340 $22.7M 10.03% -27,810 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 305,648 $22.5M 5.7% +31,235 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 303,254 $22.3M 10.66% -21,192 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 300,636 $22.1M 0.24% +7,793 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 299,776 $22.1M 10.86% +9,247 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 299,078 $21.9M 1.03% -5,081 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 293,210 $21.6M 1.87% +4,728 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 289,461 $21.3M 1.96% +24,504 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 288,362 $21.2M 0.48% +209,187 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 286,266 $21.1M 0.51% -4,668 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 285,273 $21M 2% +26,390 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 281,943 $20.8M 7.97% -19,564 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 278,629 $20.5M 2.82% -18,101 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 275,795 $20.3M 9.06% -25,598 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 275,710 $20.3M +7,815 Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 275,245 $20.3M 4.05% +7,022 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 273,996 $20.2M 4.69% -9,610 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 272,968 $20.1M 12.81% +384 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 272,876 $20.1M 2.89% new 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 265,576 $19.6M 14.47% +9,470 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,496,876 $19.4M 0.42% +11,447 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 262,295 $19.3M 0.01% +46 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 259,270 $19.1M 0.12% +10,129 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 258,338 $19M 0.01% +55,123 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 258,269 $19M 1.21% +5,994 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 255,655 $18.8M 17.73% +2,772 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 254,648 $18.7M 0.15% -2,584 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 252,860 $18.6M 6.4% +10,821 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 248,394 $18.3M 2.92% -469,520 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 248,061 $18.3M 0.4% -178,628 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 246,266 $18.1M 2.23% -144,694 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 245,724 $18.1M 0.23% -79 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 245,499 $18.1M 6.72% -5,043 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 244,386 $18M 7.84% +12,972 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 243,881 $18M 1.51% -1,246 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 243,359 $17.9M 0.8% +1,125 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 242,393 $17.8M 3.44% -3,154 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 241,857 $17.8M 0.21% -5,011 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 239,624 $17.6M 0.12% -290,018 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 236,652 $17.4M 1.37% +33,107 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 235,741 $17.4M 1.5% +17,071 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 231,023 $17M 8.92% +10,371 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 231,749 $17M 2.02% +39,668 13F-HR/A Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 230,816 $17M 11.75% +696 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 230,512 $17M 0.9% +11,119 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 229,001 $16.9M 6.35% +2,489 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 228,178 $16.8M 5.13% -6,534 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 227,800 $16.8M 5.32% -6,631 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 225,866 $16.6M 5.95% +9,820 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/ 219,357 $16.1M 0.02% -30,336 13F-HR/A Timeline Group Financial Architects, LLC More: the full row for Financial Architects, LLC 218,830 $16.1M 9.79% +3,960 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 217,694 $16M 2.04% +8,378 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 217,562 $16M 1.16% -1,459 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 215,883 $15.9M 1.78% +7,740 13F-HR Timeline TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 215,560 $15.9M 2.52% -7,598,848 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 215,422 $15.9M 8.24% +369 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 213,874 $15.7M 4.35% +6,984 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 215,520 $15.7M 5.63% +4,373 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 212,918 $15.7M 2.01% +11,140 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 212,883 $15.7M 1.05% -21,748 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 212,549 $15.6M 0.17% -11,170 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 211,015 $15.5M 1.16% +5,607 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 210,574 $15.5M 0.45% +890 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 210,395 $15.5M 8.66% +28,476 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 210,113 $15.5M 1.66% +8,959 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 209,526 $15.4M 0.82% +61,866 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 208,494 $15.4M 0.99% +192,247 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 208,343 $15.3M 0.89% +112,402 13F-HR/A Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 207,554 $15.3M 0.05% +76,560 13F-HR Timeline Group Whelan Financial More: the full row for Whelan Financial 207,289 $15.3M 5.52% +2,372 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 206,098 $15.2M 0.01% +22,849 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 205,996 $15.2M 0.19% +5,147 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 205,001 $15.1M 0.03% +3,620 13F-HR/A Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 203,326 $15M 1.02% +2,097 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 200,994 $14.8M 2.78% +72,561 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 200,932 $14.8M 0.01% -27,502 13F-HR Timeline Group Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 198,119 $14.6M 8.06% +15,540 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 195,608 $14.4M 0.18% +20,230 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 195,254 $14.4M 1.19% +11,899 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 194,963 $14.4M 1.74% -9,651 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 195,772 $14.3M 11.32% +4,170 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 193,543 $14.3M 1.68% +4,686 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 192,642 $14.2M 0.02% -255,647 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 190,236 $14M 1.31% +4,418 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 189,262 $13.9M 5.49% 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 190,235 $13.9M 7.31% -22,864 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 187,376 $13.8M 0.41% -696 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 186,312 $13.7M 0.17% +136,210 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 185,684 $13.7M 3.03% +1,843 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 184,852 $13.6M 6.37% +5,816 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 183,480 $13.5M 1.33% +177,050 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 183,406 $13.5M 0.44% +2,353 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 182,685 $13.5M 3.7% +6,659 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 180,500 $13.3M 1.49% -64,109 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 179,949 $13.2M 1.92% -10,630 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 179,435 $13.2M 4.59% +25,659 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 178,637 $13.2M 1.58% -28,256 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 178,177 $13.1M 5.18% +4,031 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 178,083 $13.1M 0.76% +57,410 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 174,510 $12.9M 8.24% +33,024 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 174,283 $12.8M 0.09% +1,431 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 173,399 $12.8M 3.13% -8,184 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 173,371 $12.8M 0.84% +7,244 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 172,767 $12.7M 0.13% +8,568 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 172,190 $12.7M 0.7% -5,852 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 171,631 $12.6M 1.82% -33,599 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 171,262 $12.6M 0.36% +875 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 171,209 $12.6M 9.08% +49,775 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 171,093 $12.6M 0.29% +26,496 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 169,946 $12.5M 3% +12,662 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 169,387 $12.5M 8.33% -83 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 165,881 $12.2M 0.02% +3,300 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 163,686 $12.1M 0.17% -2,137 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 162,416 $12M 0.02% -16,655 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 $11.9M 0.03% 0 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 159,676 $11.8M 7.53% +2,694 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 159,117 $11.7M 0.71% +3,691 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 159,009 $11.7M 0.2% -3,978 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 158,753 $11.7M 5.67% -51,399 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 158,620 $11.6M 5.39% -27,003 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 156,637 $11.5M 4.46% -23,178 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 156,545 $11.5M 0.41% +18,006 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 156,092 $11.5M 7.79% -1,139 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 155,224 $11.4M 0.16% new 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 154,387 $11.4M 2.22% +3,155 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 154,195 $11.4M 1.39% -136,030 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 153,427 $11.3M -20,648 Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 152,257 $11.2M 7.62% +3,764 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 151,719 $11.2M 0.32% -37,565 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 150,686 $11.1M 1.41% -1,132 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 150,506 $11.1M 3.1% -24,721 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 150,175 $11.1M 0.27% +3,554 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 150,000 $11M 0.02% new 13F-HR Timeline Group Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 148,792 $11M 6.43% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 148,155 $10.9M 0.06% -14,686 13F-HR Timeline Group Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 148,013 $10.9M 2.73% -1,323 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 146,796 $10.8M 4.81% -10,046 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 145,958 $10.7M 7.68% +1,987 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 144,105 $10.6M 0.87% -6,742 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 143,767 $10.6M 1.26% +51,181 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 143,520 $10.6M 0.45% -9,697 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 142,280 $10.5M 7.12% +35,334 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 142,009 $10.5M 3.75% +8,759 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 141,555 $10.4M 6.74% -7,390 13F-HR Timeline Group Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 141,397 $10.4M 4.53% +10,460 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 139,198 $10.2M 1.75% -2,606 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 139,593 $10.2M 0.29% -48,404 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 138,167 $10.2M 0.13% +10,931 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 137,721 $10.1M 0.91% +4,746 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 137,337 $10.1M 0.09% -80,945 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 137,936 $10.1M 0.25% +22,230 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 135,001 $9.94M 0.19% -16,173 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 134,238 $9.88M 5% +4,750 13F-HR Timeline New Covenant Trust Company, N.A. 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