Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,878 $436K 0.17% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,859 $432K 0.23% +752 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,798 $428K 0.1% +2 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,765 $427K 0.2% +513 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,831 $425K 0.06% -125 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,830 $425K 0.03% -3 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,823 $423K 0.01% -166 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,810 $420K 0.02% -104 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,809 $420K 0.01% -117 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,802 $419K 0.04% +815 13F-HR/A Timeline Trust Co More: the full row for Trust Co 1,801 $418K 0.05% +957 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,800 $418K 0.05% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,787 $415K 0.13% +9 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,786 $415K 0.21% +243 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,773 $412K 0.02% +746 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,769 $411K 0.02% +45 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,767 $410K 0.42% 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,765 $410K 0.42% +294 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,763 $409K 0.01% +91 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,758 $408K 0.23% +214 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 1,727 $401K 0.24% +55 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,716 $399K 0.01% -2,266 13F-HR/A Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,716 $399K 0.07% +755 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,710 $397K 0.07% -70 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,700 $395K 0.28% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,690 $392K 0.01% -155 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,681 $390K 0.01% 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,680 $390K 0.1% +28 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,675 $389K 0.35% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,673 $389K 0.03% -8,799 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,667 $387K 0.07% -185 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,657 $385K <0.01% +213 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,657 $385K 0.03% +15 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,653 $384K 0.07% +19 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 1,650 $383K 0.05% -1,750 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,650 $383K <0.01% 0 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,650 $383K 0.05% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,646 $382K 0.02% +1,623 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,641 $381K 0.08% -4 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,640 $381K <0.01% +414 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,640 $381K 0.02% -19 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,630 $379K 0.02% -16 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,626 $378K 0.03% -7 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,624 $377K <0.01% +75 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,620 $376K 0.09% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,609 $374K 0.01% +216 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,604 $373K 0.16% +4 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 1,595 $370K 0.28% -2,725 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,589 $369K 0.03% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,583 $368K 0.04% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,584 $368K 0.01% -67 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,579 $367K 0.06% -14 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,572 $365K 0.03% +395 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,564 $363K 0.04% +66 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,561 $363K 0.08% +1,554 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,557 $362K 0.03% +53 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,552 $360K 0.12% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,541 $358K 0.01% +22 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,534 $357K 0.12% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,523 $354K 0.02% +338 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,521 $353K 0.17% -237 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,407 $352K 0.14% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 1,514 $352K 0.2% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,512 $351K 0.01% +77 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,509 $351K 0.01% +22 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,505 $349K 0.17% -245 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,500 $348K 0.06% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,495 $347K 0.07% -859 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,438 $342K 0.04% -214 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,469 $341K 0.1% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,426 $339K 0.08% +66 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 1,400 $339K 0.22% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,456 $338K 0.25% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,455 $338K 0.02% -14 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,455 $338K 0.11% +1 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,445 $336K 0.08% +10 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,439 $334K <0.01% +49 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,438 $334K 0.02% -45 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,438 $334K 0.26% -45 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,366 $333K 0.42% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,427 $331K 0.02% -4,460 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,426 $331K 0.04% +40 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,423 $330K 0.01% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,421 $330K 0.12% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,418 $329K 0.01% +107 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,410 $327K 0.05% +83 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,404 $326K 0.07% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,403 $326K 0.02% +10 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,399 $325K 0.01% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,389 $323K 0.03% +151 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,387 $322K 0.02% new 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,383 $321K 0.07% -39 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,383 $321K 0.1% +117 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,385 $321K 0.06% -374 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,373 $319K 0.23% +8 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,373 $319K 0.3% +5 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,371 $318K 0.01% -58 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,349 $313K 0.01% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,343 $312K 0.06% -1,064 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,339 $311K 0.03% +69 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,335 $310K 0.04% +925 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 1,328 $309K 0.05% new 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,328 $308K 0.02% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,326 $308K 0.07% +5 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,323 $307K 0.2% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,320 $307K 0.01% +359 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,313 $305K 0.06% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,313 $305K 0.03% +309 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,310 $304K 0.04% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,308 $304K 0.3% 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,306 $303K 0.04% 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,303 $303K 0.01% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,300 $302K 0.02% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,295 $301K 0.01% new 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,294 $301K 0.02% +88 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,278 $297K 0.04% +27 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,230 $293K 0.06% +77 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,258 $292K 0.03% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,253 $291K 0.11% new 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,252 $291K 0.13% -7,359 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,240 $288K 0.02% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,240 $288K 0.27% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,234 $287K 0.01% -2 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,227 $285K 0.01% +80 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,221 $284K 0.01% +85 13F-HR Timeline Group Round Hill Asset Management More: the full row for Round Hill Asset Management 1,219 $283K 0.2% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,218 $283K 0.03% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,215 $282K 0.02% -29 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,213 $282K 0.06% -395 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,210 $281K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,209 $281K 0.04% -96 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 1,201 $279K 0.08% +83 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,200 $279K 0.04% +91 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,198 $278K 0.06% +141 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,197 $278K 0.03% new 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 1,187 $276K 0.18% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,176 $273K 0.17% +176 13F-HR Timeline Group Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 1,162 $270K 0.02% -655 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,159 $269K 0.17% +1 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,156 $268K 0.02% new 13F-HR/A Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,150 $267K 0.1% 0 13F-HR/A Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,146 $266K 0.11% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,110 $264K 0.01% +13 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,137 $264K 0.13% -30 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,133 $263K 0.28% 0 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,093 $263K 0.03% +126 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,134 $262K 0.04% +40 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,128 $262K 0.01% +26 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,122 $261K 0.01% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,119 $260K 0.07% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,108 $257K <0.01% -556 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,102 $256K 0.08% -40 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,099 $255K 0.02% +27 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 1,097 $255K 0.17% -1,503 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,096 $255K 0.07% +71 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,093 $254K 0.01% -224 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,088 $253K 0.19% 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,058 $252K 0.05% 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,071 $249K 0.3% 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,069 $248K 0.1% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,063 $248K 0.02% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,067 $248K 0.11% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,065 $247K 0.04% +120 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,062 $247K 0.13% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,055 $245K 0.06% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,064 $244K 0.02% -29 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,047 $243K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,045 $243K <0.01% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,040 $242K 0.04% -2,479 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,040 $242K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,039 $241K 0.01% +335 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 1,034 $240K 0.05% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,031 $239K 0.08% +94 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,026 $238K 0.01% -272 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,021 $237K 0.19% +20 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,021 $237K 0.02% +72 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,012 $235K 0.07% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,009 $234K 0.03% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,007 $233K 0.08% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $232K 0.04% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,000 $232K 0.06% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 984 $229K 0.6% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 979 $227K 0.06% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 975 $226K 0.24% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 972 $226K 0.05% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 975 $224K <0.01% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 959 $223K 0.15% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 958 $222K 0.38% -1 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 956 $222K 0.21% +9 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 947 $220K <0.01% -2,028 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 946 $220K 0.18% 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 945 $219K 0.03% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 945 $219K 0.08% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 956 $219K 0.05% -24 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 941 $219K 0.11% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 938 $218K 0.03% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 928 $216K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 925 $215K <0.01% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 925 $215K 0.1% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 924 $215K 0.01% new 13F-HR Timeline