NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 14,792 $327K 0.06% +8 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 14,759 $326K 0.03% -5,898 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 14,725 $325K 0.02% -3,046 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 14,715 $325K 0.05% -3,764 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 14,683 $325K 0.02% +428 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 14,665 $324K 0.01% -145 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 14,611 $323K 0.07% +93 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 14,594 $323K 0.03% -578 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 14,537 $321K 0.08% +70 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 12,618 $321K 0.05% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 14,489 $320K 0.1% +29 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 14,444 $319K 0.09% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 14,244 $315K 0.22% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 14,223 $314K <0.01% -2,108 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 14,176 $313K 0.05% 0 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,020 $310K 0.03% -563 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 13,945 $308K 0.06% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 13,932 $308K 0.07% +89 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,922 $308K 0.02% -1,048 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 13,875 $307K 0.02% -253 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 13,862 $306K 0.05% +1,149 13F-HR/A Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 13,800 $305K 0.02% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,792 $305K 0.01% +4 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 13,646 $302K 0.11% +2,143 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 13,507 $298K 0.02% +1,600 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 13,494 $298K 0.06% -5 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 13,435 $297K 0.15% +176 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,416 $296K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 13,388 $296K 0.04% -900 13F-HR/A Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 13,328 $295K 0.19% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,311 $294K 0.01% +1,222 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 13,303 $294K 0.16% -3,133 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 13,236 $294K 0.11% +1,551 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 13,272 $293K <0.01% 0 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 13,229 $292K 0.01% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 13,206 $292K 0.03% -1,716 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 13,174 $291K 0.06% +50 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 13,082 $289K 0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,078 $289K 0.02% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,094 $289K 0.08% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,070 $289K 0.15% +18 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,820 $289K 0.08% +33 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,092 $287K 0.05% new 13F-HR/A Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 12,936 $286K 0.09% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 12,900 $285K 0.14% -3,343 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 12,911 $285K 0.05% new 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 12,809 $283K 0.09% +83 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12,802 $283K 0.01% +1,946 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,689 $280K <0.01% +6,179 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 12,660 $280K 0.05% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 12,654 $280K 0.05% -100 13F-HR Timeline Waterfront Wealth Inc. 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More: the full row for Parsonex Advisory Services, Inc. 11,037 $244K 0.2% 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 10,920 $241K 0.13% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 10,908 $241K 0.04% +71 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,888 $241K 0.04% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 10,787 $239K 0.05% -293 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 10,822 $239K 0.06% 0 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 10,804 $239K 0.19% new 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 10,799 $239K 0.13% -6,748 13F-HR Timeline Index Fund Advisors, Inc. 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More: the full row for BEAM WEALTH ADVISORS, INC. 10,579 $234K 0.07% -218 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,525 $233K 0.02% -3,448 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,470 $231K <0.01% -136 13F-HR Timeline Group HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 10,451 $231K 0.04% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,399 $230K 0.04% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 10,395 $230K 0.08% +292 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,386 $230K <0.01% new 13F-HR/A Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,368 $229K 0.01% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 10,361 $229K 0.05% +67 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,283 $227K <0.01% -65,257 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 10,279 $227K 0.06% -2,299 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 10,264 $226K 0.07% -202 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,150 $224K 0.04% 0 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 10,132 $224K 0.09% 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 10,110 $223K 0.06% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,094 $223K 0.01% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 10,000 $221K 0.06% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 9,994 $221K 0.01% new 13F-HR Timeline Group Equita Financial Network, Inc. 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More: the full row for OMNI 360 Wealth, Inc. 9,180 $203K 0.13% new 13F-HR/A Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 9,143 $202K 0.06% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 9,150 $202K 0.08% +1 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,114 $201K 0.02% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,106 $201K 0.03% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 9,087 $201K 0.08% -1,032 13F-HR/A Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 8,730 $193K 0.17% +550 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8,502 $188K 0.03% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 8,482 $187K 0.09% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 8,220 $182K 0.06% -17,594 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,198 $181K 0.01% +14 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 7,789 $176K 0.06% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 7,595 $167K 0.05% +49 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 7,502 $166K <0.01% -115 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 7,168 $158K 0.15% +46 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 6,895 $152K 0.02% +84 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,864 $152K 0.01% +16 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,717 $148K 0.02% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 6,559 $145K 0.06% +23 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,532 $144K 0.04% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 6,202 $137K 0.1% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,180 $137K 0.01% +445 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6,120 $135K 0.22% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,042 $134K +502 Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,008 $133K 0.03% -882 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 6,000 $133K 0.05% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,922 $131K 0.06% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,844 $129K 0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 5,581 $123K 0.02% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 5,362 $118K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 5,276 $117K 0.06% -442 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5,262 $116K 0.11% +1,633 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,236 $116K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,193 $115K <0.01% +22 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Sunbelt Securities, Inc. 5,787 $107K 0.01% -1,037 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,671 $103K 0.02% +1,877 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,665 $103K 0.01% +444 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,662 $103K 0.05% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 4,618 $102K 0.08% +29 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,501 $99.5K 0.03% -110 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,441 $98.1K 0.03% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,298 $95K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,232 $94K <0.01% 0 13F-HR Timeline