Dakota Wealth Management More: the full row for Dakota Wealth Management 69,999 $3.49M 0.08% +970 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 69,891 $3.49M 0.25% +12,186 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 69,278 $3.46M 0.01% +13,977 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 68,839 $3.43M 0.19% -16,238 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 68,612 $3.42M 0.31% +27 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 68,472 $3.42M 0.1% +13,067 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 68,457 $3.42M 0.58% +7,410 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 67,796 $3.38M 1.93% -1,285 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 67,634 $3.37M 0.05% +6,924 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 67,631 $3.37M 1.19% -11,793 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 67,092 $3.35M 0.93% +1,712 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 67,066 $3.35M 0.17% +1,106 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 67,057 $3.35M 0.07% -4,106 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 66,928 $3.34M 1.2% -390 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 66,840 $3.33M 1.57% +1,286 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 66,836 $3.33M 2.13% -1,433 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 66,795 $3.33M 0.39% +638 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 66,717 $3.33M 1.31% +403 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 66,579 $3.32M 0.27% -400 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 66,436 $3.31M 0.11% -40 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 66,239 $3.3M 0.02% +3,942 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 65,530 $3.27M 0.55% -436 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 65,483 $3.27M 0.82% -1,434 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 64,993 $3.24M 0.4% +31,950 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 64,949 $3.24M 0.5% +91 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 64,823 $3.23M 0.48% +2,938 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 64,600 $3.22M 0.55% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 64,104 $3.2M 1.33% +142 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 63,327 $3.2M 0.9% +7,664 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 63,938 $3.19M 0.45% 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 63,902 $3.19M 1.39% -9,529 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 63,574 $3.17M 2.4% +4,796 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 62,913 $3.17M 0.06% -64 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 63,402 $3.16M 1.29% -133 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 62,311 $3.11M 0.97% +12,665 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 62,306 $3.11M 1.45% +7,716 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 62,210 $3.1M 1.88% +6,318 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 62,204 $3.1M 0.01% +23,536 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 61,856 $3.09M 0.07% -5,469 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 61,396 $3.06M 0.11% -207,472 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 60,578 $3.04M 2.2% +326 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 60,586 $3.02M 0.9% +4,478 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 60,464 $3.02M 1.77% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 60,069 $3M 0.14% +5,449 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 59,309 $2.99M 2.48% +2,755 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 59,678 $2.98M 1.23% +80 13F-HR Timeline Trust Co More: the full row for Trust Co 59,606 $2.97M 0.28% +175 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 59,500 $2.97M 0.85% -8,560 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 58,482 $2.92M 0.21% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 58,444 $2.92M 0.61% +538 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 58,297 $2.91M 0.38% +5,500 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 57,901 $2.89M 0.08% +6,075 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 57,842 $2.89M 0.11% +3,886 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 57,680 $2.88M 1.06% +3,355 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 57,311 $2.86M 0.07% +126 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 57,116 $2.85M 0.12% +861 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 57,099 $2.85M 0.3% +1,395 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 56,463 $2.82M 0.23% -6,066 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 55,705 $2.78M 0.09% +10,370 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 55,621 $2.77M 0.18% +34,425 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 55,575 $2.77M 0.15% -16,658 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 55,254 $2.76M 0.02% +2,376 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 55,142 $2.75M 0.25% -8,378 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 55,048 $2.75M 2.16% +10,328 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 54,820 $2.73M +7,481 Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 54,789 $2.73M 1.76% +8,052 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 54,778 $2.73M 0.29% +1,550 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 54,127 $2.71M 0.08% -406 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 54,302 $2.71M 1.14% +45,833 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 54,008 $2.69M 0.11% +457 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 53,972 $2.69M 0.36% -18 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 53,535 $2.67M 0.56% +166 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 53,099 $2.65M 0.32% +1,024 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 53,065 $2.65M 0.38% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 52,724 $2.63M 0.33% +10,730 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 52,082 $2.63M 0.44% +4,582 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 52,448 $2.62M 0.82% +994 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 52,266 $2.61M 0.02% +6,986 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 51,854 $2.61M 0.26% +5,514 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 52,151 $2.6M 0.21% -2,120 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 51,641 $2.58M 0.18% -2,968 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 51,540 $2.57M 1.3% 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 51,388 $2.56M 1.6% +2,742 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 51,071 $2.55M 0.81% -2,515 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 50,480 $2.52M 0.39% +15,471 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 50,438 $2.52M 0.88% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 50,253 $2.51M 0.99% -344 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 50,152 $2.5M 0.03% -25,777 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 50,038 $2.5M 0.63% +2,070 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 49,601 $2.47M 0.08% +667 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 49,482 $2.47M 0.2% +23 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 48,856 $2.44M 0.05% -91 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 48,788 $2.43M 0.82% +4,700 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 48,628 $2.43M 0.55% -274 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 48,599 $2.42M 1.1% -1,847 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 48,547 $2.42M 0.58% +14,420 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 48,533 $2.42M 0.96% +6,460 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 48,129 $2.4M 0.18% +1,806 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 47,730 $2.38M 0.79% +10,235 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 47,729 $2.38M 0.14% -1,401 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 47,246 $2.36M 0.07% -624 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 47,003 $2.34M 0.03% +2,109 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 46,827 $2.34M 0.38% +13,758 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 46,795 $2.33M 0.25% +9,635 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 46,741 $2.33M 0.2% 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 46,481 $2.32M 0.46% +2,162 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 46,272 $2.31M 0.54% +3,955 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 45,905 $2.29M 0.33% +1,372 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 45,804 $2.29M 0.05% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 45,720 $2.28M 0.27% +1,904 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 45,543 $2.27M 1.86% +5,626 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 45,530 $2.27M 0.06% -4,291 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 45,404 $2.27M 0.25% -868 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 45,266 $2.26M 0.29% -6,477 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 45,199 $2.25M 0.83% +10 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 44,774 $2.23M 0.43% +661 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 44,668 $2.23M 0.67% +4,763 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 44,439 $2.22M 0.69% +2,263 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 44,382 $2.21M 1.49% +5,292 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 44,356 $2.21M 0.66% +2,820 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44,216 $2.21M 0.43% -8,374 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 44,147 $2.2M 0.22% -82,065 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 43,957 $2.19M 0.76% +772 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 43,683 $2.18M 0.65% +850 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 43,599 $2.18M 0.37% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 42,940 $2.14M 0.28% +4,740 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 42,727 $2.13M 0.06% +9,438 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 42,593 $2.12M 0.05% new 13F-HR/A Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 42,299 $2.11M 1.3% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 42,282 $2.11M 0.47% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 42,257 $2.11M 0.39% +3,512 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 42,236 $2.11M 0.02% -5,245 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 41,999 $2.1M 0.03% -19,123 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 41,998 $2.1M 0.03% +19,794 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 41,985 $2.09M 0.15% -2,527 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 41,680 $2.08M 1.66% -714 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 41,445 $2.07M 0.05% -799 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 41,204 $2.06M 2.21% +35,558 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 41,165 $2.05M 0.28% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 40,908 $2.04M 0.59% -2,044 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 40,837 $2.04M 0.11% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 40,701 $2.03M 0.47% +606 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 40,142 $2M 0.28% -101 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 39,831 $1.99M 0.01% -8,782 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 39,720 $1.98M 0.17% -15,515 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 39,713 $1.98M 0.66% +4,772 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 39,479 $1.97M 0.71% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 39,330 $1.96M 0.74% +25,850 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 39,070 $1.95M 0.11% -6,621 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 38,935 $1.94M 0.94% +300 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 38,477 $1.92M 0.15% +12,919 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 38,374 $1.91M 0.73% +3,142 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 38,373 $1.91M 0.07% +5,856 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 38,368 $1.91M 0.15% +22,032 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 38,200 $1.91M 1.08% -1,882,878 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 37,874 $1.89M 0.79% -1,144 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 37,871 $1.89M 0.06% +20,093 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 37,562 $1.87M 0.26% +1,876 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 37,507 $1.87M 1.21% +4,792 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 37,372 $1.86M 0.28% +114 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 37,123 $1.86M 0.02% +131 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 37,126 $1.85M 0.73% +725 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 37,098 $1.85M 0.14% +1,847 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 37,013 $1.85M 0.16% +254 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 36,900 $1.84M 1.25% +223 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 36,619 $1.83M 1.13% -4,223 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 36,560 $1.82M 0.38% -2,130 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 36,556 $1.82M 0.16% +5,791 13F-HR Timeline Busey Bank More: the full row for Busey Bank 36,496 $1.82M 0.05% +1,469 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 36,472 $1.82M 0.84% +2,574 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 36,336 $1.81M 0.27% +2,962 13F-HR/A Timeline Twele Capital Management, Inc. 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