Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 371,847 $27.7M 1.65% +327,821 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 364,917 $27.1M 6.56% +15,844 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 364,463 $27.1M 0.04% -103,976 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 364,252 $27.1M 1.26% +19,863 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 359,942 $26.8M 0.12% +5,733 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 356,354 $26.5M 9.76% +9,181 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 355,740 $26.5M 1.56% +11,559 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 351,095 $26.1M 0.35% +27,847 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 344,536 $25.6M 3.75% +18,130 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 339,589 $25.3M 9.43% +343 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 338,710 $25.2M 1.92% -3,922 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 338,639 $25.2M 0.7% +22,417 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 337,304 $25.1M 5.86% +16,994 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 337,381 $25.1M 1.12% +2,693 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 336,730 $25M 0.04% +16,980 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 334,793 $24.9M 3.32% +61,917 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 330,334 $24.6M +8,850 Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 329,636 $24.5M 1.21% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 324,712 $24.1M 10.9% -3,351 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 321,912 $23.9M 1.75% +1,199 13F-HR Timeline Group Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 321,392 $23.9M 5.38% +15,744 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 320,639 $23.8M 19.39% -1,178 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 318,211 $23.7M 12.15% +9,871 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 317,974 $23.6M 4.74% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 317,127 $23.6M 6.37% +13,873 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 316,780 $23.6M 3.59% +7,943 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 310,381 $23.1M 0.23% +9,745 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 308,749 $23M 1.3% +100,255 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 308,293 $22.9M 1.92% +18,832 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 303,262 $22.6M 1.88% +59,381 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 302,554 $22.5M 0.05% -7,003 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 302,020 $22.5M <0.01% -163,351 13F-HR Timeline Group Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 299,241 $22.3M 10.34% -535 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 295,693 $22M 14.87% +30,117 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 294,630 $21.9M 19.04% +38,975 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 294,521 $21.9M 0.95% -4,557 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 289,769 $21.6M 4.51% -51,768 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 289,647 $21.5M 0.01% +31,309 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 281,456 $20.9M 0.44% -4,810 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 281,062 $20.9M 12.74% +8,094 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 278,850 $20.7M 3.9% +3,605 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 275,841 $20.5M 0.12% +16,571 13F-HR/A Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 275,030 $20.4M -680 Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 269,234 $20M 4.4% -4,762 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 268,428 $20M 6.3% +15,568 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 265,933 $19.8M 2.1% +34,184 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 265,381 $19.7M 0.11% +10,733 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 264,937 $19.7M 2.59% -13,692 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 264,354 $19.7M 6.41% +38,488 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 263,621 $19.6M 2.8% +15,227 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 261,254 $19.4M 2.22% +14,988 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 260,328 $19.4M 1.13% +2,059 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 259,558 $19.3M 0.81% +16,199 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 254,791 $18.9M 7.27% +10,405 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 251,353 $18.7M 5.6% +23,553 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 250,827 $18.7M 0.21% +8,970 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 250,820 $18.7M 3.01% +49,826 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 248,717 $18.5M 7.8% -27,078 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,484,426 $18.5M 0.36% -12,450 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 247,575 $18.4M 0.01% -14,720 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 247,440 $18.4M 0.02% +28,083 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 245,569 $18.3M 5.73% +70 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 244,570 $18.2M 1.35% +7,918 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 244,397 $18.2M 0.04% +39,396 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 241,758 $18.1M 6.08% +26,238 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 243,480 $18.1M 1.47% +7,739 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 242,639 $18M 3.21% -152,032 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 242,628 $18M 10.92% +11,605 13F-HR/A Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 241,939 $18M 0.9% +11,427 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 240,054 $17.9M 6.27% +11,053 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 237,355 $17.7M 0.72% new 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 237,263 $17.6M 11.53% +6,447 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 236,595 $17.6M 0.95% +58,512 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 235,592 $17.5M 5.18% +56,157 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 235,010 $17.5M 9.93% +16,180 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 234,539 $17.4M 8.31% +24,144 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 234,194 $17.4M 0.02% +41,552 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 230,015 $17.1M 0.83% +20,489 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 229,069 $17.1M 5.12% +891 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 227,119 $16.9M 1.98% +9,425 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 226,565 $16.8M 0.19% -19,159 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 224,178 $16.7M 1.62% +8,295 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 220,497 $16.4M 5.86% +31,235 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 220,092 $16.4M 1.13% +9,077 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 219,834 $16.3M 0.42% +9,260 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 219,360 $16.3M 0.99% +45,989 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 219,094 $16.3M 7.83% +3,672 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 218,604 $16.3M 1.64% +8,491 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 216,823 $16.2M 0.88% +8,480 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 216,600 $16.1M 0.19% +61,376 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 215,349 $16M 0.01% +9,251 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 214,451 $15.9M 3.93% +577 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 213,555 $15.9M 0.1% -26,069 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 212,840 $15.8M 0.05% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 212,383 $15.8M 5.01% +5,094 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 212,078 $15.8M 1.04% -5,484 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 212,052 $15.8M 0.16% -497 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 211,641 $15.7M 2.7% +25,957 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 211,634 $15.7M 0.18% +5,638 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 211,048 $15.7M 2.63% new 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 209,780 $15.6M 1.35% +19,544 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 209,298 $15.6M 0.98% -3,585 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 207,931 $15.5M 0.93% +4,605 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 207,828 $15.5M 1.96% -5,090 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 206,400 $15.3M 7.41% +8,281 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 205,382 $15.3M 0.31% -42,679 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 205,004 $15.2M 1.14% +9,750 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 201,132 $15M 0.17% +5,524 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 200,714 $14.9M 0.05% -6,840 13F-HR Timeline Group Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 197,690 $14.7M 11.31% +1,918 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 195,604 $14.5M 1.69% +641 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 195,070 $14.5M 1.25% +11,590 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 190,640 $14.2M 1.49% -2,903 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 190,282 $14.2M 6.05% +5,430 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 189,273 $14.1M 0.33% +5,867 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 189,057 $14.1M 5.33% +10,880 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 188,990 $14.1M 8.29% +14,480 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 187,952 $14M 6.87% -2,283 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 187,881 $14M 0.16% +1,569 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 187,325 $13.9M 0.38% -51 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 186,186 $13.8M 1.43% +5,686 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 184,895 $13.8M 0.34% +78,496 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 183,891 $13.7M 1.45% +5,254 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 183,490 $13.6M 0.95% +54,034 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 182,822 $13.6M 0.36% +11,560 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 182,078 $13.5M 4.29% +179,084 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 177,250 $13.2M 0.27% +6,157 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 174,713 $13M 2.07% +59,033 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 174,209 $13M 0.02% +11,793 13F-HR Timeline Group Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 173,772 $12.9M 5.94% +24,980 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 173,419 $12.9M 7.73% +13,743 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 172,931 $12.9M 2.84% +2,985 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 172,007 $12.8M 0.47% -2,921,953 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 171,307 $12.7M 7.89% +1,920 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 171,143 $12.7M 1.37% -488 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 169,644 $12.6M 0.66% -2,546 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 169,523 $12.6M 1.7% -10,426 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 169,157 $12.6M 1.36% +14,962 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 167,461 $12.5M 0.11% -5,306 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 167,292 $12.4M 0.16% +3,606 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 163,714 $12.2M 6.21% +74,157 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 163,603 $12.2M 0.93% +25,882 13F-HR/A Timeline Petix & Botte Co More: the full row for Petix & Botte Co 163,301 $12.1M 2.8% -10,098 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 162,093 $12.1M 0.39% +5,548 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 161,836 $12M 0.07% -12,447 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 161,783 $12M 1.29% +18,016 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 $12M 0.03% 0 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 159,763 $11.9M 7.47% +3,671 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 159,662 $11.9M 7.93% -11,547 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 158,620 $11.8M 4.49% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 158,606 $11.8M 0.31% +6,887 13F-HR/A Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 158,085 $11.8M 3.21% -24,600 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 157,583 $11.7M 0.65% -1,534 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 157,547 $11.7M 5.21% -1,206 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 155,181 $11.5M 2.07% +794 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 155,040 $11.5M 1.37% +4,354 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 153,773 $11.4M 4.22% -2,864 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 153,179 $11.4M 0.05% +5,024 13F-HR Timeline Group Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 151,543 $11.3M 2.58% +3,530 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 150,324 $11.2M 7.54% -1,933 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 147,939 $11M 0.25% -2,236 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 147,412 $11M 4.46% +6,015 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 146,154 $10.9M 6.45% +4,599 13F-HR Timeline Group Zeit Capital LLC More: the full row for Zeit Capital LLC 145,685 $10.8M 7.36% -273 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 143,308 $10.8M 0.28% +3,715 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 144,540 $10.7M 6.9% +2,260 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 141,756 $10.6M 4.94% +7,518 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 140,706 $10.5M 1.59% +1,508 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 140,567 $10.5M 0.18% +5,566 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 139,588 $10.4M 1.76% +11,808 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 138,448 $10.4M 0.23% +512 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 137,974 $10.3M 0.14% +23,768 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 137,898 $10.3M 0.12% -269 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 136,686 $10.2M 0.16% -22,323 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 136,043 $10.1M 6.91% +12,389 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 135,152 $10.1M 1.06% +17,131 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 133,265 $9.91M 0.13% +32,496 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 133,144 $9.9M 0.42% +3,447 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 132,650 $9.87M 2.3% +2,236 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 132,095 $9.82M 0.4% -800 13F-HR Timeline Geneos Wealth Management Inc. 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