Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 13,348 $3.87M 0.65% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,342 $3.87M 0.4% +882 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 13,298 $3.85M 1.53% -5,445 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 13,275 $3.85M 1.05% +1 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,265 $3.84M 0.15% +242 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 13,244 $3.84M 2.07% -69 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 13,221 $3.83M 2.22% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 13,216 $3.83M 0.26% +9,452 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 13,206 $3.83M 3.08% +4 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 13,202 $3.83M 2.74% -77 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 13,189 $3.82M 0.38% -7,993 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 13,173 $3.82M 0.1% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 13,169 $3.82M 0.63% -805 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 13,158 $3.81M 0.09% -324 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 13,148 $3.81M 0.35% -282 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 13,130 $3.81M 0.36% -522 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 13,125 $3.8M 1.54% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,119 $3.8M 0.23% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 13,092 $3.79M 0.65% +1,722 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,083 $3.79M 0.6% +9,380 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 13,069 $3.79M 2.46% +5 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 13,064 $3.79M 0.4% -343 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 13,054 $3.78M 0.32% -257 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 13,043 $3.78M 0.52% -678 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 13,043 $3.78M 0.54% +10 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,021 $3.77M 0.25% -553 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 13,014 $3.77M 0.79% new 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 13,009 $3.77M 3.13% 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 13,001 $3.77M 2.42% +80 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 12,940 $3.75M 0.03% -1,110 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 12,940 $3.75M 1.61% -3,025 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 12,923 $3.75M 1.93% -6,035 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 12,905 $3.74M 0.82% -31 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 12,885 $3.73M 0.16% +351 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 12,873 $3.73M 3.24% -307 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,852 $3.72M 0.41% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,830 $3.72M 0.85% +11,450 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,811 $3.71M 1.09% -198 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 12,805 $3.71M 1.76% +504 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 12,803 $3.71M 0.92% -845 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 12,782 $3.7M 0.64% -463 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 12,779 $3.7M 2.89% 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 12,741 $3.69M 2.5% -3,296 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 12,736 $3.69M 2.35% +7,382 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,733 $3.69M 0.2% -27,276 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 12,276 $3.69M 2.04% +240 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 12,729 $3.69M 2.05% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 12,705 $3.68M 2.49% 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 12,699 $3.68M 3.14% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 12,688 $3.68M 0.56% +2,257 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 12,657 $3.67M 2.53% -162 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 12,944 $3.65M 0.01% +1,140 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,582 $3.65M 0.4% +1,039 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,083 $3.64M 1.11% +1,105 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 12,443 $3.61M 0.19% +29 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,399 $3.59M 0.19% -2,260 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 12,391 $3.59M 0.84% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 12,380 $3.59M 0.87% 0 13F-HR/A Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 11,875 $3.58M 1.01% +832 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 12,348 $3.58M 3.63% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 12,340 $3.58M 0.06% +2,322 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 12,282 $3.56M 0.14% +15 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 12,265 $3.55M 2.65% -553 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 12,237 $3.55M 0.65% +165 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 12,224 $3.54M 0.96% +828 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 12,194 $3.53M 1.86% +459 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,178 $3.53M 0.12% -60,479 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 12,122 $3.51M 1.63% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 12,114 $3.51M 0.07% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,110 $3.51M 0.06% +1,076 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 12,086 $3.5M 1.51% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,082 $3.5M 0.29% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12,064 $3.5M 1.63% +314 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,064 $3.5M 0.76% +1,613 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 12,049 $3.49M 1.34% +53 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 12,017 $3.48M 0.37% -135 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 12,014 $3.48M 2.29% -9 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 12,014 $3.48M 2.46% +10,071 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,938 $3.46M 1.58% +3,031 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 11,824 $3.43M 1.15% +312 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,797 $3.42M 0.84% -8 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 11,791 $3.42M 0.85% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 11,752 $3.41M 1.09% -151 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 11,716 $3.4M 1.35% -3,381 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 11,714 $3.4M 0.38% +815 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 11,695 $3.39M 0.37% +24 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 11,690 $3.39M 0.7% +1,358 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 11,276 $3.38M 0.47% -592 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,625 $3.37M 0.25% +858 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 11,592 $3.36M 2.81% +3,916 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 11,569 $3.35M 0.24% -498 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 11,553 $3.35M 0.85% -784 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,544 $3.35M 0.36% +194 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 11,542 $3.34M 0.37% +422 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11,474 $3.33M 2.71% -24 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,465 $3.32M 0.45% +1,433 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 11,464 $3.32M 1.54% -157 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 11,397 $3.3M 0.91% +709 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 11,386 $3.3M 0.24% -1,105 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 11,343 $3.29M 3.28% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,343 $3.29M 0.31% -1,213 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 11,332 $3.28M 0.73% +2,409 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 11,328 $3.28M 1.81% +7,067 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,308 $3.28M 0.32% +1,520 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,260 $3.27M 0.45% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 11,348 $3.27M 1.33% +1,776 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 11,312 $3.27M 0.68% -1,114 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 11,283 $3.27M 1.3% -154 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,251 $3.26M 0.37% -14 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,232 $3.26M 0.01% +817 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 14,000 $3.24M 0.77% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 11,179 $3.24M 0.91% +535 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 11,163 $3.24M 0.22% -3,959 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 11,156 $3.23M 1.73% +5,281 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 11,156 $3.23M 1.75% 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 11,140 $3.23M 1.35% +5,906 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 11,138 $3.23M 2.15% -438 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 11,096 $3.22M 1.91% +112 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 11,113 $3.21M +219 Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 11,050 $3.2M 0.34% +3,060 13F-HR/A Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 11,039 $3.2M 1.88% +68 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 11,023 $3.19M 0.69% 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,646 $3.19M 2.19% +577 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,015 $3.19M 0.13% +3,167 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,009 $3.19M 0.31% -30 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,993 $3.19M 2.06% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,946 $3.18M 0.89% +875 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10,954 $3.17M 1.28% -610 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 10,928 $3.17M 2.12% -543 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 10,927 $3.17M 2.21% +152 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 10,921 $3.16M 1.76% -863 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,912 $3.16M 0.96% -38 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 10,879 $3.15M 1.61% -22 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,852 $3.14M 0.43% +61 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 10,845 $3.14M 1.22% -10,771 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 10,833 $3.14M 1.63% +1,088 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 10,818 $3.14M 2.96% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 10,780 $3.12M 0.48% +25 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,770 $3.12M 0.16% +15 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,702 $3.1M 0.11% +3,243 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,700 $3.1M 0.15% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,675 $3.09M 0.25% -898 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 10,640 $3.08M 0.42% +1,742 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,699 $3.08M 0.59% +1,112 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 10,623 $3.08M 1.23% -2,900 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,616 $3.08M 0.58% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,615 $3.08M 0.97% -157 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,605 $3.07M 0.46% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10,602 $3.07M 1.54% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10,587 $3.07M 0.39% +10,585 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 10,280 $3.05M 1.43% -114 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 10,534 $3.05M 0.62% -8 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 10,504 $3.04M 2.17% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,500 $3.04M <0.01% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 10,476 $3.04M 0.53% -313 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10,412 $3.02M 1% 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,401 $3.01M 0.76% -227 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,360 $3.01M 0.31% -72 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 10,387 $3.01M 0.5% +508 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10,356 $3M 2.8% 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 10,349 $3M 0.6% -8,876 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,333 $2.99M 0.2% +2,499 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 10,319 $2.99M 1.8% -52 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 10,314 $2.99M 2.39% -100 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,286 $2.98M 0.3% -110 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 10,283 $2.98M 0.97% +207 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 10,269 $2.98M 2% 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 10,259 $2.97M 0.42% -119 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 10,243 $2.97M 1.38% +230 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 10,230 $2.96M 5.88% +393 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 10,229 $2.96M 1.06% +86 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,175 $2.95M 0.39% +821 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,174 $2.95M 0.41% +184 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,151 $2.94M 0.3% +294 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,141 $2.94M 0.82% +92 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,136 $2.94M 0.14% +334 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 10,122 $2.93M 0.78% -2,705 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 10,129 $2.93M 1.77% +246 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,093 $2.93M 1.48% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10,034 $2.91M 0.78% +53 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,010 $2.9M 0.45% -133 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,988 $2.89M 0.22% +992 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 9,986 $2.89M 0.75% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 9,978 $2.89M 0.75% -1,624 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 9,969 $2.89M 0.23% +7,545 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,961 $2.89M 0.79% -569 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,958 $2.89M 0.54% +845 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 9,869 $2.86M 0.96% +270 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 9,859 $2.86M 1.31% +2,540 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 9,820 $2.86M 0.31% +1,464 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,817 $2.84M 0.43% +157 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 9,815 $2.84M 0.94% +9,665 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,695 $2.83M 0.31% -10,109 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 9,748 $2.82M 2.76% 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 9,746 $2.82M 0.4% -5 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 9,737 $2.82M 0.53% -352 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9,733 $2.82M 1.09% +1,439 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 9,702 $2.81M 3.3% 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,701 $2.81M 0.08% +1,855 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,699 $2.81M 0.59% -1,007 13F-HR Timeline