Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 46,216 $23.8M 14.04% +2,585 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 46,169 $23.7M 0.95% +919 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 47,369 $23.5M +2,473 Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 45,600 $23.4M 8.66% +9,021 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 45,485 $23.4M 4.88% -8,116 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 45,022 $23.1M 13.33% +639 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 44,997 $23.1M 1.03% +625 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 44,988 $23.1M 0.95% +1,407 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 44,865 $23.1M 1.05% 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 44,731 $23M 7.23% +9,670 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 44,664 $23M 2.81% +1,472 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 44,559 $22.9M 1.39% -4,169 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 44,432 $22.8M 2.95% +903 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 44,274 $22.8M 15.76% -4,942 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 44,165 $22.7M 0.68% +20,015 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 44,127 $22.7M 1.15% +2,773 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 44,000 $22.6M 2.78% -529 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 43,984 $22.6M 0.57% -273 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 43,862 $22.5M 7.12% +1,257 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 43,831 $22.5M 9.31% +4,989 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 43,822 $22.5M 0.17% +5,555 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 43,754 $22.5M 1.47% -942 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 43,734 $22.5M 1.19% -115 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 43,593 $22.4M 0.89% 0 13F-HR/A Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 43,251 $22.2M 6.27% +2,064 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 43,181 $22.2M 3.74% -164 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 42,980 $22.1M 0.28% -134 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 42,960 $22.1M 10.98% +2,239 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 42,900 $22M 0.01% +1,900 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 42,825 $22M 0.68% -3,138 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 42,779 $22M 7.03% -177 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 42,523 $21.9M 17.63% -2,345 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 42,523 $21.9M 5.89% +4,568 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 42,118 $21.6M 0.42% +5,440 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 41,903 $21.5M 12.16% -164 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 41,791 $21.5M 8.98% +3,299 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 41,464 $21.3M 19.29% +3,050 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 41,271 $21.2M 1% +5,196 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 41,192 $21.2M 11.42% -3,195 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 41,137 $21.1M 1.54% +1,407 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 41,113 $21.1M 4.09% +8,405 13F-HR Timeline EQ LLC More: the full row for EQ LLC 41,015 $21.1M 9.84% +1,106 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 41,008 $21.1M 0.57% -15,258 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 40,968 $21.1M 2% -236 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 40,946 $21M 7.32% +41 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 40,875 $21M 1.49% -3,518 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 40,833 $21M 2.12% -275 13F-HR Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 40,830 $21M 1.85% -90,188 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 40,792 $21M 9.76% -778 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 40,572 $20.9M 10.03% +1,901 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40,488 $20.8M 3.19% +1,323 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 40,451 $20.8M 7.86% -12,296 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 38,546 $20.7M 14.02% -1,687 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 40,128 $20.6M 0.76% -472 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 40,123 $20.6M 9.98% +2,272 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 40,097 $20.6M 4.11% +1,249 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 40,096 $20.6M 6.56% -1,361 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 39,829 $20.5M 1.94% +773 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 39,818 $20.5M 0.2% -163 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 39,795 $20.5M 18.47% +1,198 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 39,721 $20.4M 0.51% -12,820 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 39,698 $20.4M 9.94% +2,873 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 39,638 $20.4M 1.86% -1,370 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 39,582 $20.3M 0.46% +2,538 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 39,538 $20.3M 1.55% -363 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 39,435 $20.3M 0.71% -369 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 39,248 $20.2M 7.2% +9,093 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 38,973 $20M 15.26% 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 38,945 $20M 1.19% +2,992 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 38,929 $20M 6.28% -70 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 38,856 $20M 1.64% -810 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 38,607 $19.8M 6.53% +124 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 38,499 $19.8M 0.14% +14,567 13F-HR Timeline Group PARK PRESIDIO CAPITAL LLC More: the full row for PARK PRESIDIO CAPITAL LLC 38,186 $19.6M 4.92% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 38,176 $19.6M 1.54% -1,157 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 38,146 $19.6M 10.19% +3,500 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 38,134 $19.6M 9.92% +5,086 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 37,793 $19.4M 0.78% +2,130 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 37,683 $19.4M 0.97% +1,377 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 37,509 $19.3M 8.05% +2,709 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 37,440 $19.2M 11.62% +7,616 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 37,343 $19.2M 0.51% +2,083 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 37,302 $19.2M 4.95% -359 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 37,251 $19.1M 1.59% +68 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 36,882 $19M 2.45% +4,869 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 36,803 $18.9M 7.88% -87 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 36,765 $18.9M 11.87% +2,037 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 36,724 $18.9M 0.96% +29,619 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 36,642 $18.8M 3.85% +3,879 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 36,640 $18.8M 0.85% +1,447 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 36,370 $18.7M 3.77% -89,751 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 36,357 $18.7M +4,074 Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 36,345 $18.7M 5.01% +33,636 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 36,343 $18.7M 8.93% -1,890 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 36,180 $18.6M 0.6% +1,656 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 36,132 $18.6M 0.4% -9,597 13F-HR Timeline Group Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 36,029 $18.5M 10.57% +828 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 36,019 $18.5M 5.14% -8,513 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 35,821 $18.4M 0.7% -5,968 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 36,574 $18.4M 3.53% -3,011 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) 35,404 $18.3M 0.54% new 13F-HR Timeline Group MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 35,515 $18.3M 13.92% +878 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 35,492 $18.2M 16.41% -712 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 35,491 $18.2M 2.6% -18,592 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 35,271 $18.1M 5.91% -166 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 35,270 $18.1M 1.09% +211 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 35,240 $18.1M 0.66% +2,991 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 35,123 $18M 11.65% -128 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 35,066 $18M 6.05% -529 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 38,767 $18M 8.43% -525 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 34,921 $17.9M 13.77% -29 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 34,558 $17.8M 17.81% +4,525 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 34,532 $17.7M 5.98% +183 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 34,464 $17.7M <0.01% +10,110 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 34,405 $17.7M 2.87% +1,380 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 34,180 $17.6M 0.56% -3,768 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 34,131 $17.5M 5.05% +78 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 34,117 $17.5M 1.34% -35,823 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 33,940 $17.4M 1.85% +6,952 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 33,936 $17.4M 0.55% -384 13F-HR Timeline Group Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 33,876 $17.4M 8.59% +383 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 33,469 $17.2M 2.01% +1,937 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 33,429 $17.2M 9.25% +932 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 33,420 $17.2M 2.67% +1,187 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 33,205 $17.1M 0.7% +4,214 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 33,132 $17M 5.35% -44 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 32,177 $17M 2.01% +4,639 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 32,828 $17M 1.72% -784 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 32,930 $16.9M 1.48% +150 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 33,546 $16.9M 0.01% -476 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 32,732 $16.8M 5.23% -4,661 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 32,501 $16.7M 0.61% +706 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 32,473 $16.7M 8.47% +191 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 32,463 $16.7M 0.21% +5,428 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 32,398 $16.6M 11.3% -1,921 13F-HR/A Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 32,308 $16.6M 1.76% +2,330 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 31,878 $16.4M 7.51% +1,968 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 31,867 $16.4M 1.52% +121 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 31,719 $16.3M 2.86% -256 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 30,548 $16.3M 1.56% +183 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 31,588 $16.2M 0.04% -258 13F-HR Timeline Group Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 31,512 $16.2M 14.7% +1,497 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 31,476 $16.2M 21.81% new 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 31,398 $16.1M 9.35% -302 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 31,357 $16.1M 5.25% +1,820 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 31,066 $16M 18.73% -960 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 31,042 $16M 4.9% +5,400 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 31,030 $15.9M 4.86% +4,173 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 30,996 $15.9M 0.99% +1,749 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 30,886 $15.9M 6.05% +11,228 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 30,786 $15.8M 7.37% +147 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 30,702 $15.8M 2.15% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 30,630 $15.7M 0.31% +2,088 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 33,750 $15.7M 0.37% +1,545 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 30,472 $15.7M 0.67% +19,035 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 30,464 $15.7M 12.71% +63 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 30,424 $15.6M 0.97% +59 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 30,312 $15.6M 4.67% -2,456 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 30,153 $15.5M 1.33% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 30,068 $15.5M 2.16% +22,187 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 30,021 $15.4M 1.94% +692 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 30,001 $15.4M 0.52% +4,712 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 29,993 $15.4M 0.91% -25,432 13F-HR Timeline Group CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 29,867 $15.3M 4.21% -114 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 29,867 $15.3M 0.53% -2,830 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 29,784 $15.3M 2.21% -884 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 29,775 $15.3M 9.1% -2,710 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 29,708 $15.3M 0.49% -384 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 29,632 $15.2M 0.78% -8,396 13F-HR/A Timeline Envision Financial LLC More: the full row for Envision Financial LLC 29,618 $15.2M 11.47% +3,101 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 29,533 $15.2M 0.22% -64 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 29,530 $15.2M 1.31% +476 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 29,464 $15.1M 0.15% +1,943 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 29,436 $15.1M 4.44% +27 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 29,273 $15M 1.29% +25 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 29,244 $15M 10.28% +353 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 29,231 $15M 10.93% +1,334 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 29,223 $15M 0.64% +1,105 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 29,167 $15M 1.78% -2,854 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 30,430 $14.9M 2.81% +20,403 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 28,957 $14.9M 5.86% +26 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 28,863 $14.8M 0.58% +177 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 28,810 $14.8M 9.78% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 27,638 $14.8M 0.83% +23,579 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 28,736 $14.8M 14.24% +599 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 28,602 $14.7M 1.54% +1,461 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 28,507 $14.7M 0.28% -747 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 28,506 $14.6M 0.85% +1,940 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 28,486 $14.6M 8.17% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 28,420 $14.6M 3.08% -320 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 28,406 $14.6M 0.71% -806 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 28,371 $14.6M 2.95% -175 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 28,325 $14.6M 3.99% +18,978 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 28,233 $14.5M 0.49% -3,102 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 28,164 $14.5M 13.14% +495 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 27,864 $14.3M 5.66% -262 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 27,642 $14.2M 11.4% -1,385 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 27,587 $14.2M 5.53% -1,958 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 27,530 $14.1M 0.93% +783 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 27,462 $14.1M 3.42% +349 13F-HR Timeline