Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,120 $687K 0.19% -907 13F-HR/A Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 7,106 $685K 0.29% -646 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,988 $674K 0.1% -4,542 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,936 $669K 0.27% +570 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,937 $669K 0.07% +182 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,898 $665K 0.03% +356 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,851 $661K 0.01% -422 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,840 $660K -159 Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,814 $657K 0.03% -2,197 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,773 $653K 0.11% -98 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 6,728 $649K 0.11% +25 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,666 $643K 0.3% -3,691 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,660 $642K 0.2% -255 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 6,658 $642K 0.11% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,655 $642K 0.04% +2,140 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,583 $635K 0.04% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,571 $634K 0.12% -100 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,550 $632K 0.07% -7,043 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,542 $631K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,504 $627K 0.05% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,461 $623K 0.29% +1,792 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 6,429 $621K 0.18% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,383 $616K 0.45% -250 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,308 $608K 0.23% +5,258 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,280 $606K 0.12% +105 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,155 $594K 0.37% +125 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,149 $593K 0.07% +46 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 6,149 $593K 0.09% -92 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,113 $590K 0.07% -1,402 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 6,073 $586K 0.01% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,006 $586K 0.09% +1,244 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,062 $585K 0.14% 0 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 6,055 $584K 0.75% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,054 $584K 0.05% +1,996 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,051 $584K 0.08% +2,311 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,994 $578K <0.01% -1,084 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 5,921 $577K 0.35% +67 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,982 $577K 0.03% -258 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,972 $576K 0.13% -1,327 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,964 $575K 0.08% +1,141 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,943 $573K 0.04% -423 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 5,940 $573K 0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,936 $573K 0.02% +56 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,871 $566K 0.1% +672 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 5,825 $562K 0.25% +524 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,793 $559K 0.13% +90 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 5,776 $557K 0.24% +479 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,746 $554K 0.04% -5,343 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,725 $552K 0.32% +1,668 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 5,722 $552K 0.2% +468 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,606 $541K 0.05% +354 13F-HR Timeline Group Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 5,575 $538K 0.36% -303 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,505 $531K 0.04% +2,240 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,447 $525K 0.34% +142 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,400 $521K <0.01% 0 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,386 $520K 0.04% -415 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,373 $518K 0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,317 $513K 0.15% +40 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,317 $513K 0.01% +100 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,161 $498K 0.02% +2,549 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,143 $496K 0.15% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 5,081 $490K 0.87% -11,487 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 4,983 $481K 0.39% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,975 $480K 0.06% -842 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,951 $478K 0.07% 13F-HR Timeline FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 4,944 $477K 0.18% 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,929 $475K 0.23% +527 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,902 $473K 0.16% +1 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,866 $469K <0.01% -30,056 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,847 $467K 0.01% -2,818 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,792 $462K 0.07% +1,674 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 4,732 $456K 0.37% +616 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,728 $456K 0.36% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Maia Wealth LLC More: the full row for Maia Wealth LLC 4,704 $454K 0.08% +697 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,688 $452K 0.14% +136 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,640 $448K 0.02% -1,134 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,616 $445K 0.39% +47 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,573 $441K 0.08% +741 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,495 $434K 0.01% -34 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,490 $433K 0.05% +481 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 4,474 $432K 0.06% -3,292 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 4,467 $431K 0.16% -839 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,456 $430K 0.22% +2,035 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,431 $427K 0.01% +265 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,418 $426K 0.02% +167 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,405 $425K 0.23% +30 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,394 $424K 0.02% -11,209 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,370 $422K 0.31% +344 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,338 $418K 0.03% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,315 $416K <0.01% -139 13F-HR Timeline Group CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 4,313 $416K 0.02% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,287 $414K <0.01% -529 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,254 $410K 0.08% -482 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4,193 $404K <0.01% new 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 4,182 $403K 0.08% +925 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,178 $403K <0.01% new 13F-HR/A Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,164 $402K 0.02% +183 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,157 $401K 0.03% +350 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,135 $399K 0.23% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,105 $396K 0.02% +799 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,100 $395K 0.01% 0 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,099 $395K 0.38% +591 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,091 $395K 0.17% -741 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,031 $389K 0.05% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 4,023 $388K 0.05% -261 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,021 $388K 0.09% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,959 $382K 0.17% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,929 $379K 0.15% +2,209 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,805 $369K 0.01% -28 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,830 $369K 0.01% +10 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,786 $369K 0.02% +1,034 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,767 $363K <0.01% +780 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,760 $363K 0.01% -1,320 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 3,736 $360K 0.14% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,670 $354K 0.04% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,566 $344K 0.14% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,521 $343K 0.02% -719 13F-HR/A Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,523 $340K 0.06% -156 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,509 $338K <0.01% +33 13F-HR/A Timeline Group Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 3,503 $338K 0.15% +34 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,488 $337K 0.02% -258 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 3,469 $335K <0.01% new 13F-HR Timeline Group TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,450 $333K 0.04% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,448 $333K 0.27% -1,191 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,444 $332K 0.05% -5,156 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 3,444 $332K 0.17% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,445 $330K 0.16% -170 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,404 $328K 0.01% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,401 $328K 0.05% -215 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,377 $326K 0.01% +1,150 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,339 $322K 0.03% +219 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,332 $321K 0.01% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 3,316 $320K 0.4% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,293 $318K 0.01% +2,000 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,288 $317K 0.06% +329 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,286 $317K <0.01% +22 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,285 $317K 0.06% +184 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,275 $316K 0.01% -425 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 3,261 $315K 0.11% -43 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,257 $314K 0.12% +883 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 3,253 $314K 0.18% -55 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,205 $309K 0.01% -625 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,131 $302K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,125 $301K 0.01% -20 13F-HR Timeline Group Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 3,113 $300K 0.08% -166 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,108 $300K 0.21% +1,000 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,069 $296K 0.04% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,060 $295K 0.05% -148 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,050 $294K 0.07% new 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,040 $293K 0.09% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,039 $293K 0.13% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,015 $291K 0.03% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,009 $290K 0.01% -3,956 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,000 $289K 0.09% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,998 $289K 0.15% 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 2,987 $288K 0.02% +872 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,984 $288K 0.03% +4 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,981 $288K 0.08% -2 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,978 $287K 0.02% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,957 $285K 0.08% +23 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,929 $283K 0.04% -8 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 2,906 $280K 0.04% +299 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,848 $275K 0.01% new 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2,847 $275K 0.08% -101 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,824 $272K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,822 $272K 0.01% -3,450 13F-HR/A Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,809 $271K 0.07% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,797 $270K 0.12% -1,060 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,797 $270K <0.01% -1,374 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,791 $269K 0.06% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,790 $269K 0.09% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,786 $269K 0.03% -229 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 2,782 $268K 0.16% -8,107 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,779 $268K 0.07% new 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 2,771 $267K 0.06% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,738 $264K 0.09% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,732 $264K 0.02% 0 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 2,732 $264K 2.21% -535 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,676 $258K <0.01% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,673 $258K <0.01% -1,801 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,654 $256K 0.01% +20 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 2,637 $254K 0.03% -455 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,627 $253K 0.02% 0 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,621 $253K <0.01% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,606 $251K 0.03% -36,739 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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