LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 21,540 $1.68M 0.23% -48,543 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 21,361 $1.67M 0.14% -2,180 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 21,337 $1.66M 1.13% +12,976 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 21,072 $1.64M 0.17% -15,228 13F-HR/A Timeline Bowie Capital Management, LLC More: the full row for Bowie Capital Management, LLC 21,000 $1.64M 0.09% 0 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 20,948 $1.63M 0.55% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 20,919 $1.63M 0.32% -25 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 20,895 $1.63M 0.11% +11,380 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 20,893 $1.63M 0.07% -1,427 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 20,860 $1.63M 0.35% 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 20,811 $1.62M 0.3% +4,075 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 20,387 $1.59M 0.15% +3,915 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 20,380 $1.59M 0.74% -1,842 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 20,376 $1.59M 0.27% +439 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 20,308 $1.58M 1.09% +2,277 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,233 $1.58M 0.1% +1,076 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 20,033 $1.56M 0.01% +660 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 19,936 $1.56M 1.24% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 19,901 $1.55M 0.25% -297 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 19,847 $1.55M 0.12% -784 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 19,818 $1.55M 0.76% -82 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 19,811 $1.55M 0.07% -5,425 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 19,594 $1.53M 0.57% +3,460 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,550 $1.53M 0.01% -805 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 19,547 $1.52M 0.14% +707 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 19,493 $1.52M 0.51% +2,955 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 19,361 $1.51M 0.64% +1,463 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 19,341 $1.51M 0.42% -823 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 19,317 $1.51M 0.05% +427 13F-HR/A Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 19,307 $1.51M 0.09% +1,466 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 19,272 $1.5M 0.18% -5,100 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 19,190 $1.5M 0.81% 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 19,108 $1.49M 0.16% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 19,097 $1.49M 0.48% +3,652 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 19,096 $1.49M 0.47% +246 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 19,064 $1.49M 0.49% -25 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 18,961 $1.48M 0.25% -707 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 18,924 $1.48M 0.11% -225 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 18,860 $1.47M 0.05% -3,670 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 18,849 $1.47M 0.43% +2,973 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 18,761 $1.46M <0.01% +1 13F-HR/A Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,648 $1.45M 0.04% +6,078 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 18,606 $1.45M 0.23% +3,946 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 18,445 $1.44M 0.27% +1,005 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 18,313 $1.43M 1.6% 13F-HR/A Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 18,294 $1.43M 1.07% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 18,271 $1.43M 0.02% -37,606 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 18,184 $1.42M 0.59% -274 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 18,130 $1.41M 1.11% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 17,906 $1.4M 0.31% -1,328 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,861 $1.4M 0.04% -737 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 17,859 $1.39M 0.12% +7,203 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 17,764 $1.39M 0.32% +7,325 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 17,763 $1.39M 0.14% -43,416 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 17,742 $1.38M 0.78% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 17,732 $1.38M 0.26% -8,545 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,650 $1.38M <0.01% +3,694 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 17,565 $1.37M 0.41% +229 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 17,550 $1.37M 1.1% +290 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17,441 $1.36M 0.21% -120 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 17,299 $1.35M 0.2% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 17,260 $1.35M 0.14% -365 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 17,224 $1.34M 0.1% -1,721 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,144 $1.34M 0.01% -7,029 13F-HR Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 17,111 $1.33M 1.22% +182 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 17,108 $1.33M 0.45% +1,635 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 17,077 $1.33M <0.01% +114 13F-HR Timeline Group Bakala Capital LLC More: the full row for Bakala Capital LLC 17,019 $1.33M 7.98% +234 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meredith Wealth Planning More: the full row for Meredith Wealth Planning 16,955 $1.32M 0.59% -2,126 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16,921 $1.32M 0.02% -920 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 16,771 $1.31M 0.24% -1,083 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 16,626 $1.3M 0.32% -6,028 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 16,485 $1.29M 1.22% -675 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 16,472 $1.28M 0.16% -850 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 16,268 $1.27M 0.36% -642 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 16,212 $1.26M 0.08% -1,448 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 16,155 $1.26M 1.01% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,089 $1.26M 0.05% 0 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 16,072 $1.25M 0.79% +1,288 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 16,067 $1.25M 0.95% +33 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 16,028 $1.25M 0.37% +2,496 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 15,983 $1.25M 0.08% +108 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 15,981 $1.25M 0.96% +544 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 15,915 $1.24M 0.55% +84 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,864 $1.24M <0.01% +2,706 13F-HR Timeline Group HTLF Bank More: the full row for HTLF Bank 15,794 $1.23M 0.14% -387 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 15,706 $1.23M 1.12% 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 15,605 $1.22M 0.82% +1,332 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,574 $1.21M 0.07% +2,560 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,545 $1.21M 0.08% +507 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 15,585 $1.21M 0.35% +32 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 15,350 $1.2M 0.25% 0 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,339 $1.2M 0.14% -50 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 15,306 $1.19M 0.22% -3,646 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 15,210 $1.19M 1.01% +4,220 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15,189 $1.18M 0.64% 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 15,187 $1.18M +1,884 Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,180 $1.18M 0.08% +117 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 15,069 $1.18M 1.28% 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 15,099 $1.18M 0.49% +49 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 15,080 $1.18M 1.12% +977 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15,050 $1.17M 0.21% +3,463 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 14,864 $1.16M 0.1% -6,550 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 14,845 $1.16M 0.27% -457 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 14,810 $1.16M 0.02% +7,984 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 14,718 $1.15M 0.42% -200 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 14,649 $1.14M 0.33% +8,130 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 14,643 $1.14M 0.11% +909 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,558 $1.14M <0.01% +1,683 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 14,468 $1.13M 0.63% -925 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 14,454 $1.13M 0.34% +918 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 14,402 $1.12M 0.03% -15,351 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,401 $1.12M 0.81% -1,200 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 14,224 $1.11M 0.94% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 14,174 $1.11M 0.65% +300 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 14,171 $1.1M 0.02% +3,661 13F-HR Timeline Group Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 14,078 $1.1M 0.47% -4,467 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14,000 $1.09M 0.14% -2,000 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 13,895 $1.08M 0.73% 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 13,894 $1.08M 0.02% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 13,787 $1.08M 0.29% +486 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,731 $1.07M 0.01% -1,685 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,710 $1.07M 0.07% -1,110 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 13,699 $1.07M 0.21% +5,791 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,597 $1.06M 0.09% +186 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 13,200 $1.06M 0.64% +7,200 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 13,559 $1.06M 0.38% +4,045 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 13,546 $1.06M 0.34% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 13,540 $1.06M 0.23% -8,754 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,482 $1.05M 0.76% +42 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 13,459 $1.05M 1% 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 13,399 $1.05M 0.13% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,359 $1.04M 0.13% -555 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,296 $1.04M 0.06% -237 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,229 $1.03M 0.16% +2,314 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 13,162 $1.03M 0.14% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,147 $1.03M <0.01% -8,410 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 13,139 $1.02M 0.18% -1,697 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 13,085 $1.02M 0.21% -80 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 12,920 $1.01M 0.26% +4 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 12,876 $1M 0.38% -367 13F-HR/A Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 12,825 $1M 0.06% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,792 $998K 0.03% -7,008 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,761 $995K 0.01% +5,013 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 12,752 $995K 0.35% -8,524 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 12,746 $994K 0.14% +3,292 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,715 $992K 0.01% -536 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 12,703 $991K 0.88% -605 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 12,540 $983K 0.36% 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 12,560 $980K 0.11% -185 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,467 $973K 0.02% -2,838 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 12,340 $963K 0.25% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 12,311 $960K 0.55% +1,120 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 12,254 $956K 0.58% -128 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,216 $953K 0.02% -362 13F-HR Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 12,192 $951K 0.67% -1,513 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,171 $949K 0.02% -1,371 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 11,970 $943K 0.43% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 12,084 $943K 0.04% -1,157 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,962 $933K 0.02% +3,267 13F-HR Timeline Group HT Partners LLC More: the full row for HT Partners LLC 11,953 $932K 0.32% +1,012 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,920 $930K 0.07% -205 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 11,912 $929K 0.12% +5,901 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,883 $927K 0.03% +361 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 11,865 $926K 0.59% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 11,800 $921K 0.25% -3,125 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 11,762 $918K 0.23% 0 13F-HR Timeline Group Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 11,731 $915K 0.88% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,715 $914K 0.04% +1,157 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,692 $912K 0.14% -10,700 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 11,631 $907K 0.6% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,597 $905K 0.3% +171 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,422 $891K 0.09% -3,037 13F-HR/A Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 11,410 $890K 0.23% +578 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 11,130 $884K 0.29% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,326 $884K 0.04% +1,633 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 11,286 $880K 0.67% 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 11,225 $876K 0.52% -6,535 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,193 $873K <0.01% +3,509 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 11,168 $871K 0.31% -82 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11,056 $862K 0.35% +2,484 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 11,039 $861K 0.52% +1,647 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,037 $861K 0.05% +280 13F-HR/A Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,032 $861K 0.02% +6,777 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 11,016 $859K 0.11% -67,046 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 10,994 $858K 0.31% +2,900 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 10,990 $857K 0.07% +260 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 10,974 $856K 0.05% -2,062 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,897 $850K 0.03% -800 13F-HR Timeline Group Bremer Bank National Association More: the full row for Bremer Bank National Association 10,878 $849K 0.17% +149 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,845 $846K 0.18% +222 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,803 $843K 0.26% +275 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,767 $840K 0.02% -2,546 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,753 $839K 0.15% +80 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,693 $834K 0.01% +1,073 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 10,643 $830K 0.21% 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 10,593 $826K 0.18% +15 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 10,576 $825K +1,295 Timeline BFSG, LLC More: the full row for BFSG, LLC 10,486 $818K 0.1% -2,578 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 10,432 $814K 0.55% -64 13F-HR Timeline