NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,842 $964K 0.08% -611 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 10,764 $961K 0.03% +3,415 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 10,780 $960K 0.56% +71 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,765 $959K 0.04% -144 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,740 $957K <0.01% -2,089 13F-HR Timeline Group Westside Investment Management, Inc. 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More: the full row for Bouchey Financial Group, Ltd. 10,436 $929K 0.08% 0 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 10,404 $926K 0.33% -30,530 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,325 $920K 0.2% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 10,311 $918K 0.13% -1,275 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 10,237 $913K 0.3% -18,148 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 10,223 $910K 0.66% -44 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 10,204 $909K 0.07% -527 13F-HR Timeline BANK OZK More: the full row for BANK OZK 10,106 $900K 0.35% +35 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,103 $900K 0.01% -280 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 10,075 $897K 0.13% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,055 $895K 0.05% +510 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,018 $892K 0.06% +695 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. 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More: the full row for Ruedi Wealth Management, Inc. 9,986 $889K 0.26% +1,741 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,931 $884K 0.08% -1,043 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 9,882 $880K 0.05% -1,604 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,861 $878K <0.01% +1,245 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,859 $878K 0.01% +475 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 9,765 $877K 0.21% -53 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,842 $877K 0.01% -2,554 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 9,834 $874K 0.25% +1,442 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 9,812 $874K 0.12% +7 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,764 $870K 0.18% -658 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,761 $869K 0.08% -5,601 13F-HR Timeline Pinnacle Bancorp, Inc. 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LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,627 $857K 0.05% +176 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 9,593 $854K 1.48% +117 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 9,583 $853K 0.2% -1,448 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,550 $851K 0.09% -5,132 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 9,548 $850K 0.19% -3,315 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 9,543 $850K 0.38% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9,458 $842K 0.09% -737 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 9,443 $841K 0.41% -124 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for Bedel Financial Consulting, Inc. 9,262 $825K 0.11% +29 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 9,222 $821K 0.25% -283 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,216 $821K 0.03% -22 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 9,214 $821K 0.21% +99 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,199 $819K 0.12% +133 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 9,191 $819K 0.4% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 9,166 $816K 0.04% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,125 $812K <0.01% +1,312 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 8,978 $800K 0.21% +404 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 8,977 $800K 0.16% +208 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,975 $799K <0.01% +734 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,944 $797K 0.37% +2,399 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,920 $794K 0.04% -712 13F-HR/A Timeline Hudock, Inc. 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More: the full row for Savvy Advisors, Inc. 8,153 $726K 0.05% +846 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 8,152 $726K 0.52% -56 13F-HR Timeline Trust Co More: the full row for Trust Co 8,142 $725K 0.08% +382 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,109 $722K 0.07% -150 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 8,087 $720K 0.09% -64 13F-HR Timeline Gilbert & Cook, Inc. 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More: the full row for BOK Financial Private Wealth, Inc. 7,939 $707K 0.05% -522 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,905 $704K 0.06% -237 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,885 $702K 0.01% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,925 $701K 0.34% -253 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,871 $701K 0.03% -33 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 7,771 $692K 1% +595 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,755 $691K 0.44% -102 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,729 $688K 0.17% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,709 $687K 0.09% -1,940 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,708 $686K 0.08% +110 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,699 $686K 0.13% +19 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,668 $683K 0.13% -49,681 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Mason Investment Advisory Services, Inc. 7,614 $678K 0.04% +316 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,564 $674K 0.07% 0 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 7,563 $674K 0.31% +878 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,556 $673K 0.02% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,553 $673K 0.04% +77 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,510 $669K 0.04% -61 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,510 $669K 0.02% -4,185 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 7,507 $669K 0.06% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. 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More: the full row for Mission Creek Capital Partners, Inc. 6,811 $607K 0.13% +17 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,781 $604K 0.01% 0 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,707 $597K 0.05% -1,024 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 6,654 $597K 0.27% +3,487 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,692 $596K 0.5% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 6,677 $595K 0.07% -385 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,664 $593K 0.03% -250 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 6,647 $592K 0.29% -100 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,634 $591K 0.35% 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,619 $589K 0.08% -1,000 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,574 $585K 0.01% new 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 6,561 $584K 0.02% +2,383 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,523 $581K 0.05% -534 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,509 $580K 0.06% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,501 $579K 0.01% +30 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,498 $579K 0.15% +184 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,474 $577K 0.12% -601 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,440 $574K 0.02% -5,271 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,368 $567K 0.09% -111,749 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 6,338 $564K 0.27% +158 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 6,330 $564K 0.35% +172 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 6,310 $562K 0.15% new 13F-HR/A Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,306 $562K 0.23% +6 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,303 $561K 0.38% -51 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,296 $561K 0.02% -306 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,270 $558K 0.28% -1,489 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 6,264 $558K 0.09% +1,752 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 6,259 $557K 0.48% -1,200 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,250 $557K 0.1% -25 13F-HR Timeline Group CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,239 $556K 0.18% -224 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 6,228 $555K 0.1% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,228 $555K 1.33% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,212 $553K 0.11% +114 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,211 $553K 0.22% +561 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,178 $550K 0.01% -697 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,170 $550K 0.37% -373 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 6,165 $549K 0.18% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 6,160 $549K 0.17% -125 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,150 $548K 0.06% -231 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,148 $548K <0.01% -39,004 13F-HR/A Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,133 $546K 0.03% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,096 $543K 0.58% -130 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,090 $542K 0.47% +403 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,088 $542K 0.08% -597 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 6,074 $541K 0.17% -2,880 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 6,037 $538K 0.06% +151 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 6,000 $534K 0.43% 0 13F-HR Timeline