BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 387,158 $28.7M 9.42% +47,569 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 385,281 $28.5M 0.05% +140,884 13F-HR/A Timeline Group MA Private Wealth More: the full row for MA Private Wealth 383,342 $28.4M 4.74% -66,312 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 379,709 $28.1M 6.57% +14,792 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 377,810 $28M 1.26% +13,558 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 377,799 $28M 2.18% +69,506 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 377,716 $28M 0.05% -31,927 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 377,226 $27.9M 0.1% +17,284 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 376,184 $27.9M 6.72% +2,844 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 373,365 $27.7M 47.08% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 371,289 $27.5M 3.84% +54,509 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 365,993 $27.1M 1.6% -5,854 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 365,175 $27M 3.9% +20,639 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 360,595 $26.7M 7.24% +109,775 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 360,439 $26.7M 0.04% -4,024 13F-HR Timeline Group Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 359,616 $26.6M 5.9% +22,312 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 358,522 $26.6M 11.32% +33,810 13F-HR Timeline Verus Advisory, Inc. More: the full row for Verus Advisory, Inc. 354,323 $26.3M 17.17% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 353,925 $26.2M 1.94% +15,215 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 353,591 $26.2M 9.53% -2,763 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 352,268 $26.1M 1.52% -3,472 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 347,130 $25.7M +16,796 Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 344,632 $25.5M 5.22% +23,240 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 342,877 $25.4M 0.04% +220,955 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 342,499 $25.4M 0.7% +3,860 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 342,452 $25.4M 13.91% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 340,430 $25.2M 0.2% +30,049 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 334,897 $24.8M 0.01% +87,322 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 334,702 $24.8M 6.19% +99,110 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 334,158 $24.8M 13.6% +91,530 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 333,884 $24.7M 1.32% +25,135 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 332,428 $24.6M 10.09% +15,301 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 323,479 $24M 0.03% -13,251 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 321,815 $23.8M 1.05% -15,566 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 320,092 $23.7M 0.15% -182,889 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 318,197 $23.6M 18.94% -2,442 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 317,481 $23.5M 1.69% -4,431 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 317,065 $23.5M 0.01% +27,418 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 315,871 $23.4M 6.49% +51,517 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 313,169 $23.2M 4.57% -4,805 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 312,655 $23.2M 9.08% 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 310,491 $23M 14.75% +14,798 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 309,033 $22.9M <0.01% +7,013 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 300,671 $22.3M 2.2% +34,738 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 296,362 $22M 1.17% +59,767 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 295,605 $21.9M 18.23% +975 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 293,564 $21.8M 0.88% -957 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 291,064 $21.6M 2.38% +29,810 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 289,840 $21.5M 2.97% +26,219 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/ 288,273 $21.3M 0.02% +40,833 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 288,050 $21.3M 4.16% -1,719 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 287,153 $21.3M 0.38% +5,697 13F-HR/A Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 285,989 $21.2M 1.55% +41,419 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 283,311 $21M +8,281 Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 281,885 $20.9M 3.78% +3,035 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 281,723 $20.9M 12.09% +661 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 280,899 $20.8M 0.23% +54,334 13F-HR Timeline Group Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 280,724 $20.8M 7.07% +25,933 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 279,579 $20.7M 1.02% +37,640 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 279,252 $20.7M 0.05% -23,302 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 278,936 $20.7M 0.23% +28,109 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 276,648 $20.5M 0.11% +807 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 276,298 $20.5M 0.85% +16,740 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 274,671 $20.3M 0.11% +9,290 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 273,635 $20.3M 6.22% +5,207 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 272,186 $20.2M 4.26% +2,952 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 272,061 $20.2M 0.71% -213,733 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 266,405 $19.7M 5.88% +20,836 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 261,126 $19.3M 1.19% +183,482 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 260,434 $19.3M 1.09% +106 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 259,795 $19.2M 5.64% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 258,238 $19.1M 0.21% +57,106 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 253,956 $18.8M 0.11% +242,566 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 250,411 $18.5M 7.64% +1,694 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 250,044 $18.5M 9.96% +15,034 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,484,728 $18.5M 0.34% +302 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 249,376 $18.5M 5.56% -1,977 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 248,609 $18.4M 6.1% +8,555 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 247,424 $18.3M 7.89% +12,885 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 246,324 $18.2M 11.56% +9,061 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 245,539 $18.2M 1.42% +2,059 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 245,309 $18.2M 1.06% +25,949 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 244,100 $18.1M 5.86% +2,342 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 242,790 $18M 1.73% +24,186 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 241,743 $17.9M 0.87% +4,388 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 237,546 $17.6M 0.2% +25,912 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 236,125 $17.5M 12.09% +38,435 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 233,682 $17.3M 8.83% +4,613 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 232,434 $17.2M 1.68% +8,256 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 229,881 $17M 8.59% +23,481 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 228,636 $16.9M 1.17% +23,632 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 228,546 $16.9M 1.04% +19,248 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 225,010 $16.7M 2.93% -17,629 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 222,680 $16.5M 0.42% +2,846 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 221,743 $16.4M 2.83% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 220,923 $16.4M 1.09% +831 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 220,160 $16.4M 0.05% +7,320 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 220,337 $16.3M 1.89% +8,696 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 220,336 $16.3M 1.37% +10,556 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 218,880 $16.2M 0.91% +2,057 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 218,493 $16.2M 3.8% +4,042 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 218,253 $16.2M 5.05% +5,870 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 217,991 $16.1M 7.51% -1,103 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 217,316 $16.1M 0.01% +1,967 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 213,877 $15.8M 0.93% +5,946 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 213,482 $15.8M 2.07% -51,455 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 213,905 $15.8M 7.02% +25,953 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 211,340 $15.7M 1.72% -15,779 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 209,268 $15.5M 9.23% +49,606 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 209,061 $15.5M 0.16% -2,991 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 208,298 $15.4M 0.99% -3,780 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 206,996 $15.3M 0.2% +170,338 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 203,100 $15M 1.65% -315,900 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 202,721 $15M 8.21% +13,731 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 202,428 $15M 0.23% +193,114 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 201,759 $14.9M 0.15% +103,621 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 201,710 $14.9M 0.3% +12,437 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 200,979 $14.9M 1.96% -6,849 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 200,440 $14.8M 1.24% +5,370 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 198,406 $14.7M 8.99% 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. 197,164 $14.6M 0.04% -3,550 13F-HR Timeline Group Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 196,073 $14.5M 6.09% +22,301 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 195,654 $14.5M 1.7% +50 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 195,481 $14.5M 5.89% +5,199 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 195,107 $14.5M 0.11% 13F-HR/A Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 193,850 $14.4M 0.91% +10,360 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 193,401 $14.3M 0.02% +19,192 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 193,214 $14.3M 0.37% +5,889 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 192,852 $14.3M 2.36% -18,196 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 191,469 $14.2M 1.42% +7,578 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 191,280 $14.2M 1.44% +5,094 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 190,763 $14.2M +62,346 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 190,084 $14.1M 0.54% +118,054 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 187,605 $13.9M 1.39% -3,035 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 187,395 $13.9M 1.47% +18,238 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 187,104 $13.9M 10.24% +62,750 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 184,844 $13.7M 0.35% +2,022 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 183,448 $13.6M 0.19% +124,652 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 182,117 $13.5M 0.26% +147,844 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 181,182 $13.4M 0.15% +88,449 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 179,637 $13.3M 0.9% +156,260 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 178,936 $13.3M 0.11% +11,475 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 178,888 $13.3M 5.18% +31,476 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 178,756 $13.2M 0.3% +20,150 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 176,764 $13.1M 4.82% -5,314 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 175,388 $13M 0.32% +32,080 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 175,602 $13M 2.78% +2,671 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 175,281 $13M 0.27% +90,925 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 174,580 $12.9M 1.24% +39,428 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 173,084 $12.8M 0.23% -4,166 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 172,888 $12.8M 7.93% -531 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 172,030 $12.8M 1.95% -2,683 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 172,239 $12.8M 0.4% +10,146 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 170,283 $12.6M 1.29% +8,500 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 170,111 $12.6M 1.85% +30,523 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 169,903 $12.6M 7.76% -1,404 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 168,953 $12.5M 7.65% +9,190 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 168,944 $12.5M 0.28% +43,913 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 168,838 $12.5M 0.16% +1,546 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 166,637 $12.3M 1.63% -2,886 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 165,716 $12.3M 7.65% +29,673 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 164,241 $12.2M 6.86% 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 164,617 $12.2M 0.9% +1,014 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 162,363 $12M 0.07% +527 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 162,075 $12M 0.14% +24,177 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 161,689 $12M 0.62% +4,106 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 $11.9M 0.03% 0 13F-HR Timeline Group Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 160,620 $11.9M 9.83% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 160,477 $11.9M 0.24% -24,418 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 159,724 $11.9M 0.05% +6,545 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 159,200 $11.8M 2.95% +1,115 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 158,620 $11.8M 4.86% 0 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 158,292 $11.7M 10.38% 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 157,316 $11.7M 1.98% +2,135 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 156,766 $11.6M 9.2% +106,230 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 156,659 $11.6M 1.33% +1,619 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 155,827 $11.5M 4.87% -1,720 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 155,636 $11.5M 0.79% -64,861 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 155,108 $11.5M 0.64% -14,536 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 154,947 $11.5M 6.11% 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 154,369 $11.4M 6.69% +8,215 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 153,612 $11.4M 1.17% -17,531 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 152,456 $11.3M 4.09% -1,317 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 152,169 $11.3M 7.54% +1,845 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 152,009 $11.3M 0.24% +4,070 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 151,846 $11.2M 2% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 149,561 $11.1M 0.09% +37,330 13F-HR Timeline Group Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 149,031 $11M 2.45% -2,512 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 146,680 $10.9M 0.87% 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 145,667 $10.8M 5.63% +1,127 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 145,392 $10.8M 2.44% -17,909 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 143,751 $10.6M 0.26% +13,732 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 142,874 $10.6M 0.02% +37,745 13F-HR Timeline Group Zeit Capital LLC More: the full row for Zeit Capital LLC 142,580 $10.6M 7.13% -3,105 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 142,344 $10.5M 9.89% 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 141,876 $10.5M 4.72% +120 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 139,845 $10.4M 0.17% -722 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 138,470 $10.3M 0.06% -75,085 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 138,255 $10.2M 0.22% -193 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 138,000 $10.2M 0.37% +13,125 13F-HR Timeline