SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,422 $1.12M 0.23% +1,000 13F-HR Timeline City State Bank More: the full row for City State Bank 2,417 $1.12M 0.35% +290 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,416 $1.12M 0.09% -14 13F-HR/A Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,404 $1.11M 0.08% +20 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,397 $1.11M 0.03% +258 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,397 $1.11M 0.15% -310 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,395 $1.11M 0.39% -10 13F-HR/A Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,395 $1.11M 1.1% -567 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,391 $1.11M 0.18% -1,225 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,500 $1.11M 0.56% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,388 $1.11M 0.04% -80 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,382 $1.1M 0.22% +366 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,377 $1.1M 0.11% -169 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,363 $1.09M 0.69% +144 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,360 $1.09M 0.05% +123 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,359 $1.09M 0.38% +4 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,356 $1.09M 0.21% -9 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,345 $1.09M 0.81% -120 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,341 $1.08M 0.04% +220 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,337 $1.08M 0.93% +76 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,337 $1.08M 0.02% +523 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,319 $1.07M 0.18% +1,644 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,307 $1.07M 0.09% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,302 $1.07M 0.07% -1,402 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,301 $1.07M 0.07% +805 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for GS Investments, Inc. 2,209 $1.02M 0.45% -5,316 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,200 $1.02M 0.04% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,197 $1.02M 0.05% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,196 $1.02M 0.68% +12 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,194 $1.02M 0.43% +131 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,194 $1.02M 0.04% -1,173 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,191 $1.01M 0.18% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,189 $1.01M <0.01% +492 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,187 $1.01M 0.03% -32 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,183 $1.01M 0.04% +10 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,183 $1.01M 0.38% +1,383 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 2,179 $1.01M 0.73% 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,178 $1.01M 0.11% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,176 $1.01M 0.16% +6 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,175 $1.01M 0.08% +1,131 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,174 $1.01M 0.03% -7,832 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,174 $1.01M 0.09% -50 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 2,164 $1M 0.55% +7 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,162 $1M 0.15% +753 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 2,160 $1M 0.55% +15 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,159 $1M 0.24% +461 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,152 $997K 0.47% -212 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,145 $993K 0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,136 $989K 0.07% +26 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,133 $988K 0.88% -27 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,127 $985K 0.05% +127 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,125 $984K 0.1% +23 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,125 $984K 0.24% +12 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,244 $984K +374 Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,121 $982K 0.09% -803 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,121 $982K 0.08% -1,582 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,120 $982K 0.1% -1,933 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,117 $981K 0.17% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,116 $980K 0.05% +33 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,116 $980K 0.03% +5 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,098 $972K 0.39% 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,095 $970K 0.09% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 2,090 $968K 0.72% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,088 $967K <0.01% +225 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,086 $966K 0.15% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,083 $965K 0.12% new 13F-HR Timeline Symphony Financial Services, Inc. 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More: the full row for INVESTMENT PARTNERS, LTD. 2,042 $946K 0.36% -50 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,041 $945K 0.22% -18 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,040 $945K 0.39% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,031 $941K 0.14% +179 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 2,028 $939K 0.11% -1,838 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,017 $934K 0.04% +38 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,016 $934K 1.04% +60 13F-HR/A Timeline Astoria Portfolio Advisors LLC. 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More: the full row for AlTi Global, Inc. 1,977 $915K 0.02% +77 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,994 $915K 0.06% +1,186 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,966 $911K 0.92% -193 13F-HR/A Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,960 $908K 0.09% +80 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,951 $904K 0.43% -175 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,950 $903K 0.69% +6 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,949 $903K 0.04% -2,729 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,950 $902K 0.12% +9 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,945 $901K 0.03% +450 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,944 $900K 0.01% -1,579 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,943 $899K 0.19% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,940 $898K 0.03% -177 13F-HR Timeline Group Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,937 $897K 0.32% +20 13F-HR Timeline Wela Strategies, Inc. 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Root & Company, LLC 1,790 $829K 0.24% -163 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,778 $824K 0.11% +221 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,774 $821K 0.1% +4 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,771 $820K 0.47% +262 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,770 $820K 0.03% +626 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,770 $820K 0.18% +57 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,769 $819K 0.05% 0 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,766 $818K 0.07% -328 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,757 $813K 0.18% -23 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,754 $812K 0.37% +148 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,751 $811K 0.24% +256 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,747 $809K 0.22% +44 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,248 $807K 0.04% +3 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,742 $807K 0.36% -5,688 13F-HR Timeline