MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 9,260 $2.1M 1.26% +6 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 9,771 $2.1M 0.53% +1 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9,766 $2.1M 0.03% +773 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 9,714 $2.09M 2.13% +1,815 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 9,710 $2.09M 1.04% -1,522 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,700 $2.09M <0.01% -6,200 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 9,673 $2.08M 0.82% -7,427 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 9,672 $2.08M 1.31% +9,472 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 9,573 $2.06M 0.05% +2,930 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,560 $2.06M 0.61% -364 13F-HR Timeline THOMPSON DAVIS & CO., INC. 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More: the full row for Nova R Wealth, Inc. 8,964 $1.93M 0.62% +17 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,921 $1.92M 0.25% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,894 $1.91M 0.02% -8,671 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 8,880 $1.91M 2.83% +3,286 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,873 $1.91M 0.33% -38 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 8,852 $1.9M 1.34% +107 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 8,818 $1.9M 0.66% +351 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 8,758 $1.88M 0.23% +1,265 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 8,736 $1.88M 0.45% +2,166 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,718 $1.87M 0.19% +1 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 8,690 $1.87M 1.93% +232 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,706 $1.87M 1.03% +771 13F-HR Timeline MOTCO More: the full row for MOTCO 8,670 $1.86M 0.17% -4,290 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 8,629 $1.86M 1.67% -173 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 8,611 $1.85M 0.97% -308 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,605 $1.85M 0.66% +3,040 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,557 $1.84M 0.07% -3,362 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,544 $1.84M 0.38% +41 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 8,539 $1.84M 0.38% +11 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 8,079 $1.83M 0.25% +473 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 8,464 $1.82M +4,699 Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,444 $1.82M 0.06% -719 13F-HR Timeline Planning Center, Inc. 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ALLISON & CO., INC. 8,362 $1.8M 1.19% -97 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 8,360 $1.8M 1.69% -94 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,341 $1.79M 0.4% -2,794 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 8,307 $1.79M 1.44% +10 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,251 $1.77M 0.02% -460 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 8,210 $1.77M 0.03% +265 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,198 $1.76M 0.05% +3 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,181 $1.76M 0.6% +165 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 8,167 $1.76M 0.33% -3,255 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,130 $1.75M 0.05% +289 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 8,121 $1.75M 0.19% +483 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 8,093 $1.74M 0.26% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 8,091 $1.74M 1.53% -175 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,089 $1.74M 0.53% -215 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,087 $1.74M 0.1% -319 13F-HR Timeline WESCAP Management Group, Inc. 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More: the full row for KANE INVESTMENT MANAGEMENT, INC. 8,020 $1.72M 0.89% +226 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 7,945 $1.71M 1.3% +4 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 7,928 $1.71M 0.31% -30 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 7,900 $1.7M 0.14% +262 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 7,883 $1.7M 1.33% -217 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,878 $1.69M 0.05% +212 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 7,824 $1.68M 1.32% +30 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,821 $1.68M 0.41% -722 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,810 $1.68M 0.21% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 7,803 $1.68M 0.47% -371 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 7,796 $1.68M 0.5% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,792 $1.68M 0.14% +1 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,765 $1.67M 0.13% -176 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 7,744 $1.67M 0.9% +960 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 7,735 $1.66M 1.04% +2,684 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,722 $1.66M 0.09% -826 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,715 $1.66M 0.06% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,714 $1.66M 0.03% -150 13F-HR Timeline Group Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 7,646 $1.64M 0.31% +5 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,636 $1.64M 0.16% +345 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 7,636 $1.64M 0.37% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 7,630 $1.64M 0.58% +547 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 7,581 $1.64M 0.83% +69 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,624 $1.64M 0.1% -143 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 7,622 $1.64M 0.23% +8 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,609 $1.64M 0.01% -2,377 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,598 $1.63M 0.74% +985 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,564 $1.63M <0.01% +5,029 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 7,554 $1.62M 0.78% +75 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 7,554 $1.62M 0.61% -244 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 7,536 $1.62M 0.68% +30 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,512 $1.62M 0.05% +825 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 7,484 $1.61M <0.01% -648 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 7,380 $1.59M 0.15% +95 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,363 $1.58M 0.09% +1,163 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,363 $1.58M 0.2% -13 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 7,323 $1.58M 1.38% -900 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 7,337 $1.58M 0.77% +2,151 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,334 $1.58M 0.1% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,330 $1.58M +6,153 Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,329 $1.58M 0.15% -340 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 7,322 $1.57M 0.72% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 7,320 $1.57M 1.1% +9 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,302 $1.57M 0.07% +1,816 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 7,283 $1.57M 0.8% -3,072 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,274 $1.56M 0.12% +49 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 7,268 $1.56M 0.36% -60 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 7,260 $1.56M 0.28% -2,188 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 7,221 $1.55M 1.02% +361 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,207 $1.55M 0.21% -88 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 7,185 $1.55M 0.7% 0 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 7,154 $1.54M 1.02% -939 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,124 $1.53M 0.12% +524 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 7,117 $1.53M 0.94% +261 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,096 $1.53M 0.22% -515 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 7,088 $1.52M 0.66% -183 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,223 $1.52M 0.07% +2,702 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,076 $1.52M 0.04% +327 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,018 $1.51M 0.03% -79 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 6,991 $1.5M 0.65% +537 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 6,988 $1.5M 0.24% -469 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 6,969 $1.5M 0.98% -20,345 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,966 $1.5M 0.54% +14 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 6,963 $1.5M 0.33% -57 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,939 $1.49M 0.04% +138 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 6,923 $1.49M 0.38% -60 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,917 $1.49M 0.86% +416 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,912 $1.49M 0.53% -235 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 6,895 $1.48M 0.35% +1,091 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,882 $1.48M 0.28% -335 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,860 $1.48M 1.32% -1,116 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,826 $1.47M 0.26% +304 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,771 $1.46M 0.2% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,768 $1.46M 0.56% +26 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 6,755 $1.45M 0.89% -2,458 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,735 $1.45M 0.32% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,720 $1.45M 0.02% -20 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 6,712 $1.44M 0.65% +689 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 6,708 $1.44M 0.57% +428 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,692 $1.44M 0.17% -6 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,686 $1.44M 0.35% -19 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 6,677 $1.44M 1.42% +68 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,661 $1.43M 1.02% +6 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 6,634 $1.43M 0.83% +20 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 6,615 $1.42M 0.57% -70 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,595 $1.42M <0.01% +1,617 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 6,574 $1.41M 0.72% 0 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 6,563 $1.41M 0.58% +887 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,547 $1.41M 0.28% -99 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,540 $1.41M 0.02% -626 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,210 $1.4M 0.11% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,514 $1.4M 0.17% -21 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 6,491 $1.4M 0.47% +40 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,485 $1.39M 0.01% -95,508 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,458 $1.39M 0.13% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,425 $1.38M 0.2% -21 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,414 $1.38M 0.35% -43 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 6,404 $1.38M 0.12% -375 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,394 $1.38M 0.48% -16 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,394 $1.38M 0.05% +322 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,354 $1.37M 0.71% +258 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 6,337 $1.36M 1.34% +1,250 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,336 $1.36M 0.33% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,333 $1.36M 0.64% -79 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,300 $1.35M 0.1% -12 13F-HR Timeline GWN SECURITIES INC. 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