Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,363 $1.16M 0.02% +488 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 7,347 $1.15M 0.82% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,338 $1.15M 0.06% -215 13F-HR Timeline Group Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 7,335 $1.15M 1.04% -17 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 7,300 $1.14M 0.4% -200 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,268 $1.14M 0.18% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 7,220 $1.13M 0.1% -1,315 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 7,180 $1.13M 0.01% -1,865 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,169 $1.13M 0.03% -476 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 7,167 $1.12M <0.01% -71,868 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 7,149 $1.12M <0.01% +618 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,142 $1.12M 0.03% +10 13F-HR Timeline Group Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 7,138 $1.12M 0.71% -390 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 7,130 $1.12M 0.28% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 7,118 $1.12M 0.25% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,112 $1.12M 0.11% -754 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 7,085 $1.11M 0.03% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,046 $1.1M 0.05% +261 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 6,991 $1.1M 0.51% -171 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 6,975 $1.09M 0.3% +4,807 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 6,904 $1.08M 0.27% -357 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 6,893 $1.08M 0.3% +4,995 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 6,870 $1.08M 0.08% -185 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 6,848 $1.07M 0.28% +25 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,764 $1.07M 0.03% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 6,815 $1.07M 0.22% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 6,791 $1.07M 0.74% -400 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,873 $1.06M 0.22% -28 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,730 $1.06M 0.19% -1,374 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 6,671 $1.05M 0.42% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,650 $1.04M 0.05% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,629 $1.04M 0.18% +1,085 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,600 $1.04M 0.03% +258 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,540 $1.03M 0.43% +97 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 6,500 $1.02M 0.04% +300 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,525 $1.02M 0.11% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,421 $1.01M 0.01% +1,177 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 6,421 $1.01M 0.12% +90 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,389 $1M 0.04% +36 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 6,369 $999K 0.4% -750 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,359 $998K <0.01% +1,326 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 6,304 $990K 0.78% +2 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 6,300 $989K 0.53% 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,297 $988K 0.22% 0 13F-HR Timeline Group Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 6,279 $985K 0.66% +48 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,195 $972K <0.01% 0 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,170 $968K 0.05% -46 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,137 $963K 0.04% -27 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 6,135 $963K 0.25% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,132 $962K <0.01% +2,244 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 6,083 $955K 0.08% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,073 $953K 0.06% +126 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,040 $948K 0.06% 0 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 5,977 $938K 0.45% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,942 $933K 0.48% +42 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,939 $932K 0.28% +1,081 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,914 $928K 0.28% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,912 $928K 0.04% +605 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,874 $922K <0.01% +321 13F-HR Timeline Group Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,243 $913K 0.94% -3,347 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,789 $909K 0.05% -175 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,788 $908K 0.02% +375 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,686 $892K 0.04% +667 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,683 $892K 0.26% +976 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,661 $888K 0.02% +60 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,658 $888K 0.1% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,622 $882K 0.18% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,602 $879K 0.06% +567 13F-HR Timeline CLG LLC More: the full row for CLG LLC 5,599 $879K 0.19% +301 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,594 $872K 0.02% -3 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 5,515 $866K 0.12% +52 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,501 $863K 0.23% -330 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 5,500 $863K <0.01% 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,495 $862K 0.06% +34 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 5,486 $861K 0.18% +3,589 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,473 $859K 0.01% +84 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 5,442 $854K 0.94% -146 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,428 $852K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,400 $848K 0.01% +200 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,392 $846K 0.1% -1,010 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,358 $845K 0.05% +824 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,360 $841K 0.05% +2,176 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 5,359 $841K 0.15% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,319 $835K 0.03% +660 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,297 $831K 0.33% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,289 $830K 0.26% +3,345 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,271 $827K 0.11% +21 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 5,269 $827K 0.67% +251 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,240 $822K 0.03% +793 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,237 $822K 0.02% +257 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 5,224 $820K 0.09% +3,652 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,215 $818K 0.26% +25 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,194 $815K 0.01% +345 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,170 $811K <0.01% +1,519 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 5,116 $803K 0.33% +70 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,093 $799K 0.12% -26 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,085 $798K 0.01% +972 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,063 $795K 0.04% +78 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,058 $794K 0.16% -913 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 5,040 $791K 0.61% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,030 $789K 0.03% +18 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 5,005 $786K 0.73% +60 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,962 $779K 0.09% +286 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 4,949 $777K 0.43% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,946 $776K 0.14% +896 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,930 $774K 0.11% -180 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,870 $764K 0.13% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,850 $761K 0.04% +66 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,845 $760K 0.06% +12 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,821 $757K 0.71% -34 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,785 $751K 0.08% new 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 4,743 $744K 0.21% -83 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,726 $742K 0.14% +207 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,723 $741K 0.02% +1,227 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,721 $741K 0.2% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,713 $740K 0.15% -78 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,691 $736K 0.41% +4 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,767 $735K 0.22% +49 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,676 $734K 0.02% +65 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,658 $731K +1,929 Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 4,638 $728K 0.53% +111 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,599 $722K 0.07% -79 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,569 $717K <0.01% +117 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,529 $711K 0.04% +1,856 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 4,502 $711K 0.49% -75 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,525 $710K 0.03% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,500 $706K 0.02% 0 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 4,494 $705K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,427 $695K 0.01% +2,195 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,401 $691K <0.01% +1,544 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,400 $691K 0.28% +150 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 4,378 $687K 0.1% +3,036 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,376 $687K 0.2% +925 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,374 $686K 0.22% -186 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,368 $686K 0.01% -398 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,367 $685K 0.49% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,362 $685K 0.05% +27 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,362 $685K 0.01% -1,835 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,327 $679K 0.05% +6 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 4,316 $677K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,297 $674K 0.01% -196 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 4,284 $672K 0.19% +965 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,281 $672K <0.01% -8,944 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 4,279 $672K 0.09% +9 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,274 $671K 0.16% +82 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,271 $670K 0.04% +1 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,246 $666K 0.1% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 4,229 $664K 0.3% +384 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 4,226 $663K 0.29% +79 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,214 $661K <0.01% +2,865 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,190 $658K 0.41% +15 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 4,184 $657K 0.24% +15 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,175 $655K 0.02% -177 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,132 $648K 0.28% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,100 $643K 0.11% -80 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 4,092 $642K 0.27% -372 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,080 $640K <0.01% +558 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,075 $640K 0.02% -36 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,036 $633K 0.08% -172 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,035 $633K 0.09% +219 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 4,019 $631K 0.51% +219 13F-HR/A Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,000 $628K 0.33% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,995 $627K 0.08% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,986 $626K 0.02% +379 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,974 $624K 0.16% -301 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,973 $624K 0.06% +14 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,967 $623K 0.03% +12 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,938 $618K 0.07% new 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 3,930 $617K 0.38% -328 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,929 $617K <0.01% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,924 $616K 0.22% -4 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,901 $612K 0.18% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,896 $612K <0.01% new 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 3,842 $603K 0.07% -127 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,821 $600K 0.1% -115 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,798 $596K <0.01% -575 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,781 $593K 0.09% +1,735 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,772 $592K 0.15% -234 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,770 $592K 0.3% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,768 $591K 0.06% +1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,766 $591K <0.01% +846 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,755 $589K 0.03% +46 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 3,748 $588K 0.2% -99 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,725 $585K 0.44% 0 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,690 $579K 0.52% +73 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,685 $578K 0.13% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,675 $577K 0.15% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,667 $576K 0.11% +426 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,659 $574K 0.05% -4 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 3,651 $573K 0.25% +87 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,651 $573K 0.01% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,651 $573K 0.33% +14 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,627 $569K 0.22% +11 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,596 $564K 0.15% +13 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,571 $560K 0.06% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,562 $559K 0.14% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,561 $559K 0.05% -1 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,551 $557K 0.02% 0 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,546 $557K 0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,531 $554K <0.01% new 13F-HR Timeline Group