Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,682 $1.25M 0.03% -217 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17,486 $1.24M 0.02% +41 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 17,312 $1.23M 0.03% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 17,031 $1.21M <0.01% -5,577 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 17,015 $1.21M <0.01% 0 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 16,986 $1.2M 0.14% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 16,901 $1.2M 1.01% +1,047 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,802 $1.19M 0.34% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 16,787 $1.19M 0.01% +1,516 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 16,782 $1.19M 0.09% -1,357 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 16,575 $1.18M 0.03% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,525 $1.17M 0.06% +135 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 16,542 $1.17M 0.8% +4,023 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 16,533 $1.17M 0.13% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 16,494 $1.17M <0.01% -1 13F-HR/A Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 16,482 $1.17M 0.05% +11,152 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16,334 $1.16M 0.47% +74 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 16,282 $1.15M 0.73% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 15,999 $1.14M 0.04% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,974 $1.13M 0.04% -6,941 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 15,830 $1.12M 0.03% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 15,741 $1.12M 0.01% 0 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 15,743 $1.12M 0.46% +2 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,677 $1.11M 0.06% +113 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 15,489 $1.1M 0.9% -372 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 15,471 $1.1M 0.24% +7 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,458 $1.1M 0.01% -8,647 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 15,393 $1.09M 0.12% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,010 $1.06M 0.04% -675 13F-HR/A Timeline 25 LLC More: the full row for 25 LLC 14,963 $1.06M 0.33% -135 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 14,855 $1.05M 0.85% +106 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 14,584 $1.03M 0.58% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 14,447 $1.02M 0.61% +1,066 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 14,415 $1.02M 0.41% +34 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 14,400 $1.02M 0.19% 0 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 14,328 $1.02M 1.09% 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 14,328 $1.02M 0.41% +16 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 14,248 $1.01M 0.28% -16,540 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 14,223 $1.01M 0.19% -479 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 14,205 $1.01M 0.23% -64 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 14,077 $998K 0.14% -268 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 13,997 $993K 1.17% +1 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 13,993 $992K 0.58% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 13,925 $987K 0.1% +3,648 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 13,868 $983K 0.02% +201 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 13,854 $982K 0.19% -277 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 13,628 $974K <0.01% +3,672 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 13,621 $966K 0.01% new 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 13,456 $954K 0.26% -92 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 13,427 $952K 0.32% +639 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 13,409 $951K 0.64% +34 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 13,152 $933K 0.07% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 13,152 $933K 0.08% +31 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 13,136 $931K 0.54% +44 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 13,130 $931K 0.15% +31 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 13,098 $929K 0.54% 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 12,971 $920K 0.2% +2,499 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 12,950 $918K <0.01% -381 13F-HR Timeline Group Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 12,898 $915K 0.66% +217 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,866 $912K 0.02% -2,926 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,819 $909K 0.02% -660 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 12,812 $908K 0.14% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,671 $899K 0.02% new 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 12,651 $897K 0.06% +2,290 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 12,634 $896K 0.15% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,536 $889K 0.01% -720 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 12,449 $883K 0.59% -2,352 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,419 $881K 0.03% +7,539 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 12,397 $879K 0.36% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 12,355 $876K <0.01% +29 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,322 $874K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,315 $873K 0.01% +26 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,224 $867K <0.01% -2,115 13F-HR/A Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 12,193 $865K 0.02% -50 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 12,183 $864K 0.09% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,175 $863K 0.06% -1,035 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,164 $863K 0.04% -47 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 12,158 $862K 0.34% -91 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 12,148 $861K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,139 $861K 0.04% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 12,104 $858K 0.3% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 12,085 $857K 0.06% +1,934 13F-HR Timeline Group Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 12,076 $856K 0.61% -6 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12,053 $855K 0.1% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,019 $852K 0.07% -309 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 12,009 $852K 0.16% -58 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 11,945 $847K 0.23% -197 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 11,790 $836K 0.7% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,730 $832K 0.02% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,724 $831K 0.04% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,568 $820K 0.01% +24 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 11,564 $820K <0.01% +181 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 11,500 $815K 0.4% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 11,444 $812K 0.31% +4,150 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,376 $807K 0.03% +1,444 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,366 $806K 0.01% -12 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 11,339 $804K 0.68% +5,698 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 11,255 $798K 0.54% +8,352 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,074 $785K 0.03% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,074 $785K 0.1% 0 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 10,987 $779K 0.22% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 10,692 $764K 0.57% -705 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 10,534 $747K 0.04% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 10,421 $739K 0.22% +12 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,410 $738K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,263 $737K 0.02% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 10,394 $737K 0.38% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,372 $735K 0.03% -418 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,243 $726K 0.53% +21 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 10,228 $725K 0.14% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,207 $724K <0.01% +1,458 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 10,093 $716K 0.06% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,088 $715K 0.05% +2 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,027 $711K 0.01% 0 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 9,969 $707K 0.15% +24 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 9,936 $705K 0.35% +135 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 9,885 $701K 0.09% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,636 $683K 0.04% -29 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,616 $682K 0.03% +546 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,610 $681K 0.06% +10 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,608 $681K 0.01% new 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 9,576 $679K 0.34% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 9,572 $679K 0.3% +23 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 9,555 $677K 0.32% -57 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,544 $677K 0.05% +6 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,322 $661K 0.04% -324 13F-HR Timeline Group QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 8,511 $659K 0.27% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,402 $657K 0.13% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 9,264 $657K 0.5% +126 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,200 $652K <0.01% +203 13F-HR Timeline Group Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 9,115 $646K 0.34% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,994 $638K 0.01% -265 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,898 $631K 0.11% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8,884 $630K 0.21% -18 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,832 $626K 0.01% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,820 $625K 0.18% +231 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,797 $624K 0.05% -3,400 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 8,768 $622K 0.47% +42 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 8,325 $614K 0.14% +27 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,600 $610K 0.3% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,588 $609K 0.11% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 8,556 $607K 0.13% -74 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 8,547 $606K 0.13% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 8,479 $601K 0.15% +764 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,301 $589K 0.12% +8 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8,195 $581K 0.24% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,157 $578K 0.04% +19 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,087 $573K 0.02% +6 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,056 $571K 0.04% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 8,043 $570K 0.27% +88 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 8,030 $569K 0.47% +3,074 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,020 $569K 0.04% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 7,959 $564K 0.13% +142 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 7,946 $563K 0.18% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,942 $563K <0.01% 0 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 7,908 $561K 0.04% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,878 $559K <0.01% +4,878 13F-HR Timeline Group Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 7,466 $554K 0.19% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,806 $554K 0.01% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,794 $553K 0.02% -455 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,791 $552K 0.02% +75 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 7,752 $550K 0.08% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,727 $548K <0.01% -2,820 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,682 $545K 0.03% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,546 $535K 0.29% +531 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 7,433 $527K 0.12% 0 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 7,420 $526K 0.21% +169 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 7,400 $525K 0.02% -336 13F-HR Timeline Group Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 7,309 $518K 0.32% -290 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,289 $517K 0.45% +2,422 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,248 $514K 0.11% +5 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 7,392 $510K 0.22% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,190 $510K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,161 $508K <0.01% -9,117 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,154 $507K 0.13% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,108 $504K 0.19% +3,654 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 7,049 $500K 0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,040 $499K <0.01% -5,716 13F-HR/A Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,031 $499K 0.1% +17 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 7,013 $497K 0.29% -1,351 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 6,977 $495K 0.05% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,933 $492K 0.01% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,922 $491K 0.01% +1,456 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,905 $490K 0.07% -1,240 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 6,872 $487K 0.35% +17 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 6,860 $486K 0.41% -48 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. 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More: the full row for Financial Insights, Inc. 6,631 $470K 0.15% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,606 $468K 0.22% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,572 $466K 0.01% -133 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,536 $464K 0.11% +1,975 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 6,519 $462K 0.14% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,474 $459K 0.02% +2,950 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,436 $456K <0.01% +2,412 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,308 $447K 0.06% -1,860 13F-HR Timeline