CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 31,117 $1.57M 1.37% 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 31,113 $1.56M 1.38% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 31,087 $1.56M 0.05% -340 13F-HR Timeline Group Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 31,061 $1.56M 0.9% -2,843 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 30,765 $1.55M 0.14% +5,403 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 30,675 $1.54M 0.2% 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 30,604 $1.54M 0.44% +9,390 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 30,584 $1.54M 1.44% 13F-HR/A Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 30,244 $1.52M 0.54% +11,079 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,069 $1.51M 0.01% -197 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 29,650 $1.5M 0.07% +2,488 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 29,765 $1.5M 0.8% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 29,660 $1.49M 0.33% +572 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 29,553 $1.49M 1.25% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 29,441 $1.48M 0.53% -230 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 29,434 $1.48M 0.28% +729 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 29,432 $1.48M 0.4% +1,867 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 29,314 $1.47M 0.92% 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 29,086 $1.46M 0.16% -136 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 28,686 $1.44M 0.56% +1,835 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 28,444 $1.43M 0.08% 0 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 28,122 $1.43M 1.4% 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 28,422 $1.43M 0.43% +165 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 28,281 $1.42M 0.14% +2,301 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 28,224 $1.42M 0.01% -4,371 13F-HR Timeline Group Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 28,156 $1.42M 0.69% -2,036 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 28,061 $1.41M 0.02% +770 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 27,877 $1.4M 0.18% +6,024 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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More: the full row for Center for Financial Planning, Inc. 24,299 $1.22M 0.13% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 24,258 $1.22M 0.17% +1,485 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 24,188 $1.22M 0.01% -6,423 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 24,130 $1.21M 0.05% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 24,096 $1.21M 0.14% -11,933 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 24,083 $1.21M 1.13% +10,210 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 24,068 $1.21M 0.93% -7,511 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 24,020 $1.21M 0.36% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,951 $1.2M <0.01% -111 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 23,893 $1.2M 0.39% -1,138 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Cyr Financial Inc. 22,106 $1.11M 0.69% +2,152 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,075 $1.11M 0.04% -2,322 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 21,848 $1.1M 0.14% -5,202 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 21,801 $1.1M 0.73% +12,986 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 21,763 $1.09M 0.46% +117 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 21,722 $1.09M 0.02% -34 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 21,612 $1.09M 0.06% -6,525 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 21,463 $1.08M 0.24% +2,330 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 21,459 $1.08M 0.29% 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 21,277 $1.07M 0.08% -7,307 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 21,253 $1.07M 0.22% +2,419 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 21,196 $1.07M 0.07% -208 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 21,100 $1.06M 0.64% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 21,027 $1.06M <0.01% -2,360 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 20,989 $1.06M 0.93% 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 20,647 $1.04M 0.69% 0 13F-HR Timeline Carter Financial Group, INC. 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More: the full row for Koshinski Asset Management, Inc. 19,899 $1M 0.06% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 19,884 $1000K 0.14% -401 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 19,860 $999K 0.07% 0 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 19,754 $993K 0.82% 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 19,724 $992K 0.79% -495 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 19,711 $991K 0.09% +7,461 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 19,566 $984K 0.09% +3,274 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 19,436 $977K 1.13% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,347 $973K 0.06% +235 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 19,310 $971K 0.11% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 19,303 $971K 0.08% +46 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 19,251 $968K 0.06% -7,095 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 19,246 $968K 0.63% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 19,217 $966K 0.07% -3,902 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 19,113 $964K 0.02% +4,265 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 19,174 $964K 0.29% -1,079 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 19,149 $963K 0.71% -146 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for Eldridge Investment Advisors, Inc. 18,671 $939K 0.21% +1,223 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 18,614 $936K 0.06% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 18,551 $933K 0.47% +207 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 18,431 $927K 0.08% -5 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 18,195 $915K 0.08% +248 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,169 $914K 0.02% -7,991 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 18,074 $909K <0.01% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 17,951 $903K 0.56% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 17,875 $899K 0.08% -10,035 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 17,850 $898K 0.61% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 17,842 $897K 0.19% -136 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 17,832 $897K 0.24% -1,422 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 17,798 $895K 0.74% -2,790 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 17,778 $894K 0.03% -493 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 17,753 $893K 0.13% -2,036 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 17,649 $888K 0.9% 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 17,574 $884K 0.14% +4,635 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 17,262 $873K 0.56% +798 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,323 $871K 0.04% -11,637 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 17,288 $869K 0.38% +1,516 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 17,095 $860K 0.03% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,883 $849K 0.23% -2,660 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,860 $848K 0.04% +10,293 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 16,767 $843K 0.51% +82 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,571 $833K 0.05% new 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 16,419 $826K 0.01% +134 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 16,384 $824K 0.1% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 16,365 $823K 0.55% +2,837 13F-HR Timeline First Heartland Consultants, Inc. 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