NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 12,667 $594K 0.02% +6,667 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 12,882 $589K <0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 12,769 $584K 0.01% -4,223 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,583 $576K 0.01% +348 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 12,104 $554K 0.16% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 12,000 $549K <0.01% +1,100 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 11,691 $535K 0.17% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,572 $529K <0.01% 0 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 11,528 $527K 0.94% new 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 11,234 $514K 0.37% new 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 11,181 $512K 0.45% +165 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,090 $507K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,055 $460K 0.01% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 9,865 $451K 0.18% -189 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,724 $445K <0.01% +1,451 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,563 $437K <0.01% -401 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,386 $429K 0.01% -76 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,322 $426K <0.01% -900 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,084 $416K 0.04% -496 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 8,869 $406K 0.16% +8,215 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 8,711 $399K 0.02% -4,193 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,679 $397K 0.03% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,657 $396K 0.02% -6,691 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,645 $396K <0.01% +3,544 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 8,557 $391K 0.07% -207,965 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,311 $380K 0.12% -1,459 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 8,183 $374K 0.06% +58 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,125 $372K 0.02% -1,068 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 7,790 $356K 0.03% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,778 $356K 0.03% +2,341 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 7,536 $345K 0.15% +882 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 7,397 $338K 0.05% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,141 $327K <0.01% +758 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,073 $324K <0.01% +170 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 6,986 $320K 0.05% -543 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,949 $318K 0.2% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,708 $307K 0.01% new 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 6,697 $306K 2.19% -5,035 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,616 $303K 0.04% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6,505 $298K 0.04% +420 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,422 $294K 0.11% 0 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6,364 $291K 0.02% -6,002 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 6,255 $286K 0.01% 0 13F-HR Timeline Group STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 5,958 $273K 0.03% +9 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,822 $266K 0.01% -3,568 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,800 $265K <0.01% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 5,797 $265K 0.1% -1,184 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,700 $261K <0.01% +323 13F-HR Timeline Group Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 5,600 $256K 0.19% -600 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5,457 $250K 0.11% -971 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,443 $249K 0.03% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,375 $246K 0.06% +12 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 5,339 $244K 0.04% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,157 $236K 0.08% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,887 $224K 0.04% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,490 $213K <0.01% -14,346 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 4,525 $207K 0.02% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 4,465 $204K 0.04% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,435 $203K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,421 $202K <0.01% +319 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,393 $201K 0.03% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,372 $200K 0.14% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,754 $172K <0.01% +246 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,250 $149K 0.11% 0 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,902 $133K 0.02% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,573 $118K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,475 $113K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,828 $83.6K 0.02% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,617 $74K <0.01% -42 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,567 $71.7K 0.06% -33 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,548 $70.8K 0.04% +3 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,453 $66.5K <0.01% +102 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,333 $61K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,278 $58.5K <0.01% +684 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1,057 $48.4K 0.03% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,000 $45.8K 0.01% new 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 931 $42.6K 0.04% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 808 $37K <0.01% +164 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 667 $30.5K 0.01% -733 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 654 $29.9K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 652 $29.8K 0.01% +479 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 613 $28K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 611 $28K <0.01% -177 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 592 $27.1K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 500 $22.9K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 411 $18.8K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 363 $16.6K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 267 $12.2K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 260 $11.9K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 240 $11K <0.01% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 178 $8.14K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 148 $6.77K <0.01% 0 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 128 $5.86K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 94 $4.3K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 69 $3.16K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 67 $3.08K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 63 $3K <0.01% 0 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 64 $2.93K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 57 $2.61K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 52 $2.38K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 27 $1.24K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6 $274 <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $46 <0.01% 0 13F-HR Timeline Group