55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,338 $706K 0.19% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,322 $701K 0.04% -94 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,313 $699K 0.03% +46 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,277 $698K 0.27% +1,292 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,308 $697K 0.2% +116 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,287 $691K 0.01% -123 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,280 $689K 0.02% -94 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,276 $688K 0.14% +293 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,276 $688K 0.05% +436 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,257 $682K 0.25% 0 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 2,257 $682K 0.76% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,249 $679K 0.1% +1 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,224 $672K 0.01% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,224 $672K 0.27% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,213 $668K 0.29% -34 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,176 $664K 0.25% +313 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 2,197 $664K 0.36% 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,190 $662K 0.13% -156 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,180 $659K 0.1% +80 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,169 $655K 0.03% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,165 $654K 0.02% +895 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,158 $651K 0.14% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,148 $649K 0.11% -550 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 2,146 $648K 0.42% 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,142 $647K 0.28% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,137 $646K 0.01% +109 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 2,136 $645K 0.56% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,119 $640K 0.05% -1,399 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,113 $638K 0.34% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,113 $638K 0.03% -15 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,102 $635K 0.07% +157 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,097 $634K 0.01% new 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 2,096 $633K 0.49% 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,093 $632K 0.51% +35 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,092 $632K 0.05% -1 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,088 $631K 0.03% +63 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,086 $625K 0.03% -277 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,067 $624K 0.14% -78 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,066 $624K 0.16% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,061 $623K 0.02% 0 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 2,058 $622K 0.94% -318 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,034 $614K 0.3% -30 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,027 $612K 0.14% +47 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,027 $612K <0.01% +53 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 2,026 $612K 0.6% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,013 $608K 0.03% +154 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,000 $604K 0.42% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,989 $601K 0.11% -13 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,972 $596K 0.07% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,971 $595K 0.04% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 1,960 $592K 0.21% -407 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,950 $589K 0.35% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,937 $585K 0.17% -75 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,935 $584K 0.18% -46 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,909 $582K 0.06% +584 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,920 $580K 0.02% -239 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,914 $578K 0.07% -9 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,914 $578K 0.01% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,908 $576K 0.1% -3 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,896 $573K 0.19% +5 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,895 $572K 0.03% +607 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,888 $570K 0.12% +21 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,887 $570K 0.04% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,879 $568K 0.22% +182 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,820 $567K 0.3% -3,736 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,875 $566K 0.28% +1 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,858 $561K 0.05% -15 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,853 $560K <0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,851 $559K 0.03% 0 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,841 $556K 0.05% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,841 $556K 0.22% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,838 $555K 0.01% -128 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,830 $553K 0.06% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,827 $552K 0.01% +62 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 1,730 $548K 0.42% +43 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,803 $545K 0.04% -17 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,796 $543K 0.02% -36 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,795 $542K 0.07% +1 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 1,792 $541K 0.06% -22 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,735 $541K 0.03% +58 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,776 $537K 0.04% +1 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,754 $530K 0.01% +468 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,755 $530K 0.03% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,751 $529K 0.18% -6 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,748 $528K 0.09% -123 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,743 $527K 0.03% +3 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,743 $527K 0.41% -58 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,741 $526K 0.03% -65 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,730 $523K 0.01% -92 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,726 $521K 0.29% -53 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,715 $518K 0.01% +9 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,710 $517K 0.12% -82 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,703 $514K 0.04% +1 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,696 $512K 0.24% +3 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,693 $511K 0.19% +99 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,692 $511K 0.03% +778 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,684 $508K 0.03% +121 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,673 $505K 0.12% -6 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,558 $501K 0.12% +50 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,654 $500K 0.33% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,649 $498K 0.02% -95 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,639 $495K 0.18% -15 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,623 $490K 0.3% 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,620 $489K 0.14% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,617 $489K 0.12% -1,211 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,600 $483K 0.3% +500 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,599 $483K 0.1% -19 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,595 $482K 0.02% -60 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,595 $482K 0.04% -23 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,595 $482K 0.1% -339 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,590 $480K 0.25% -325 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,582 $478K 0.03% -3,380 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,580 $477K 0.29% -75 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,574 $476K 0.05% -183 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,559 $471K 0.04% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,547 $467K 0.26% -32 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,535 $464K 0.03% -18 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,531 $463K 0.01% +93 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,523 $460K 0.17% +272 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,510 $456K 0.1% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,507 $455K 0.06% +109 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 1,502 $454K 0.39% 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,500 $453K 0.08% 0 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 1,500 $453K 0.22% 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,499 $453K 0.27% +1 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,495 $452K 0.08% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,495 $452K 0.13% +377 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,488 $450K 0.13% -63 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,487 $449K 0.05% +467 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,478 $447K 0.1% 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,408 $445K 0.02% +166 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,467 $443K 0.04% -15 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,465 $443K 0.03% -45 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,449 $438K 0.15% -15 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,445 $437K 0.02% +528 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,444 $436K 0.17% 0 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,443 $436K 0.21% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,433 $433K 0.04% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,429 $432K 0.12% -14 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,422 $430K 0.14% +360 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,411 $427K 0.12% -112 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,405 $424K 0.12% new 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,394 $421K 0.13% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,389 $420K 0.1% -5 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,386 $419K 0.05% 0 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 1,382 $418K 0.27% +97 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,379 $417K 0.06% +454 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 1,375 $415K 0.18% +4 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,374 $415K 0.18% +102 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,373 $415K 0.17% +5 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,370 $414K 0.01% +622 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,363 $412K <0.01% new 13F-HR/A Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,362 $411K 0.03% +4 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,355 $409K 0.01% +617 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 1,353 $409K 0.17% +3 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,350 $408K 0.03% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,326 $407K 0.14% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,340 $405K 0.02% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,336 $404K 0.01% -17 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,335 $403K 0.1% -33 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,332 $402K 0.2% -18 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,330 $402K 0.13% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,323 $400K 0.01% -191 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,321 $399K 0.02% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,319 $398K 0.17% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,318 $398K 0.04% +12 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,311 $396K 0.13% +16 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,311 $396K 0.21% -17 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,228 $395K 0.03% -286 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,308 $395K 0.14% +42 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,305 $394K 0.02% +20 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,303 $394K 0.04% -41 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,302 $393K 0.2% +1 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,301 $393K 0.04% +412 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,298 $392K 0.21% 13F-HR/A Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,217 $392K 0.04% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,295 $391K 0.08% -30 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,253 $390K 0.03% +4 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,290 $390K 0.03% new 13F-HR/A Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,287 $389K 0.12% +3 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,277 $386K 0.27% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,269 $383K 0.01% -18 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,261 $381K 0.01% -172 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,261 $381K 0.01% -760 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,254 $379K 0.02% +67 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 1,250 $378K 0.35% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,247 $377K 0.01% -17 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,244 $376K 0.03% +200 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,242 $375K 0.05% -4 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,236 $373K 0.05% -262 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,235 $373K 0.01% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,229 $371K 0.02% -13 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,226 $370K 0.06% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,202 $369K 0.02% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,204 $364K 0.02% +100 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,200 $363K 0.02% -267 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,193 $360K 0.02% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,123 $359K 0.14% -79 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,183 $357K 0.11% +495 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 1,183 $357K 0.07% -14 13F-HR Timeline