Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 13,388 $4.08M 1.36% -183 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 13,367 $4.07M 0.69% +19 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,663 $4.07M 0.01% +458 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 13,356 $4.06M 0.92% +965 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 13,347 $4.06M 1.51% +8,422 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 13,311 $4.05M 0.9% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 13,310 $4.05M 3.48% +171 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 13,309 $4.05M 0.33% +50 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 13,287 $4.04M 0.39% -263 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 13,277 $4.04M 2.79% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 13,168 $4M 0.77% +14 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 13,143 $3.99M 2.2% +997 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 13,125 $3.99M 1.58% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,108 $3.98M 0.05% +1,489 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 13,107 $3.98M 2.37% 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,102 $3.98M 0.22% -853 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,101 $3.98M 0.55% -694 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,091 $3.98M 0.03% +173 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,070 $3.97M 0.27% +1,163 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 13,056 $3.97M 0.56% -2,471 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 13,048 $3.97M 2.41% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,000 $3.96M 0.14% -937 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,038 $3.96M 0.6% -165 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,024 $3.96M <0.01% -280 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,979 $3.94M 0.38% +425 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 12,949 $3.94M 1.35% -78 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,919 $3.93M 0.29% +4,472 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 128,684 $3.91M 4.94% +2,346 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 12,862 $3.91M 0.47% -503 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 12,856 $3.91M 0.91% -211 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 12,824 $3.9M 1.03% +1,364 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,827 $3.9M 0.26% -236 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 12,805 $3.89M 1.18% +730 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,795 $3.89M 0.49% -658 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,785 $3.89M 0.37% -775 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,759 $3.88M 0.18% +918 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,748 $3.87M 1.01% -358 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 12,737 $3.87M 0.81% -168 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,700 $3.86M 0.38% +4,217 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 12,700 $3.86M 2.06% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 12,657 $3.85M 3.04% -160 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 12,629 $3.84M 0.67% -119 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 12,626 $3.84M 0.02% +5,448 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,618 $3.84M 1.05% -389 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 12,603 $3.83M 0.22% +43 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,594 $3.83M 0.81% +6,089 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,537 $3.81M 0.32% -430 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 12,533 $3.81M 1.18% +562 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 12,495 $3.8M 1.78% -217 13F-HR/A Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 12,416 $3.79M 1.78% -473 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,422 $3.78M 0.47% +1,155 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 12,389 $3.77M 0.18% +1,664 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 12,380 $3.76M 0.89% 0 13F-HR/A Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 12,360 $3.76M 2.19% -974 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 12,345 $3.75M 0.64% +754 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 12,326 $3.75M 0.27% +6,426 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 12,324 $3.75M 1.14% -520 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 12,317 $3.74M 0.66% +681 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,299 $3.74M 0.08% +1,895 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 12,295 $3.74M 0.5% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,257 $3.74M 0.82% -240 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 12,287 $3.73M 1.41% +5 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 12,266 $3.73M 0.59% -2,070 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 12,120 $3.72M 0.78% -39 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 12,221 $3.71M 0.75% +1,394 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 12,206 $3.71M 2.99% -667 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 12,183 $3.7M 0.85% +1,491 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 12,178 $3.7M 0.8% +478 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,168 $3.7M 0.07% -604 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 12,122 $3.68M 1.65% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 12,116 $3.68M 0.55% +359 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 12,114 $3.68M 2.6% +291 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 12,107 $3.68M 0.35% -1,753 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,106 $3.68M 2.16% +1,185 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 12,101 $3.68M 0.81% +2,985 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 11,874 $3.67M 1.92% +7,721 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 12,058 $3.66M 2.7% +1,074 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 12,038 $3.66M 0.09% +44 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 12,007 $3.65M 0.68% -1,874 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 11,944 $3.63M 2.1% +173 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 11,902 $3.63M 0.75% +6,502 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 11,936 $3.63M 0.92% +5,890 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 11,448 $3.58M 1.69% +327 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,783 $3.58M 0.64% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 11,744 $3.57M 1.08% +377 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,711 $3.55M 0.31% -296 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,677 $3.55M 2.51% -49 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,659 $3.54M 1.79% -3 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 11,653 $3.54M 0.85% -359 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,630 $3.53M 0.26% -225 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11,572 $3.52M 0.23% -649 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 38,642 $3.51M 1.8% +13,147 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 11,531 $3.5M 1.55% +7,595 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 11,520 $3.5M 2.14% -309 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,515 $3.5M 0.34% +1,171 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,457 $3.48M 0.12% -234 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 11,444 $3.48M 1.48% +83 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 11,409 $3.47M 1.81% -38 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,378 $3.46M 0.36% +2,647 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 11,349 $3.45M 1.6% -2,143 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 11,348 $3.45M 2.97% -779 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 11,328 $3.44M 0.32% -172 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 11,312 $3.44M 0.23% +49 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 11,306 $3.44M 0.63% +41 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 11,286 $3.43M 1.92% +140 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 11,281 $3.43M 0.24% +906 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,260 $3.42M 0.46% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Miller Investment Management, LP More: the full row for Miller Investment Management, LP 11,232 $3.41M 0.36% -23 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 14,000 $3.4M 0.74% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,176 $3.4M 0.23% +116 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 11,173 $3.4M 0.62% +3,427 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 11,187 $3.39M 0.34% +284 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 11,155 $3.39M 1.61% +314 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 11,136 $3.38M 2.09% -21 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,133 $3.38M 1.04% +815 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,123 $3.38M 0.26% +1,425 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 11,122 $3.38M 2.04% -827 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,098 $3.37M 1.42% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,081 $3.37M 0.26% +574 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 11,053 $3.36M 1.54% +39 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 11,052 $3.36M 0.35% -665 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 11,036 $3.35M +5,446 Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,026 $3.35M 1% +462 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 11,020 $3.35M 1.46% -376 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 10,994 $3.34M 2.06% +66 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,935 $3.32M 1.57% -21 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 10,919 $3.32M 0.31% -1,202 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 10,908 $3.32M 0.13% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,907 $3.31M 2.21% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 10,904 $3.31M 3.28% +10,774 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 10,895 $3.31M 0.26% +1,804 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,887 $3.31M 0.43% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,850 $3.3M 0.39% -595 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,847 $3.3M 0.42% -320 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 10,824 $3.29M 2.2% +14 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 10,816 $3.29M 1.36% -99 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,809 $3.29M 1.71% -22 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10,783 $3.28M 1.11% -171 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,775 $3.27M 0.41% +6 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,740 $3.26M 0.36% +1,293 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 10,739 $3.26M 2.1% +1,057 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 10,704 $3.25M 1% +460 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 10,676 $3.24M 3.8% -2,200 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,662 $3.24M 0.72% -715 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10,660 $3.24M 1.58% +35 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 10,642 $3.23M 1.51% +723 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,637 $3.23M 0.56% +347 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 10,624 $3.23M 2.75% +400 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,624 $3.23M 0.44% +361 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,623 $3.23M 0.28% -730 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 10,635 $3.23M 1.49% -51 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,600 $3.22M <0.01% +4,200 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,562 $3.22M 1.14% +3,033 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,587 $3.22M 0.23% -855 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 10,567 $3.21M 0.64% -1,859 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,557 $3.21M 0.26% -89 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 10,532 $3.2M 1.79% +1,663 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,518 $3.2M 0.1% -227 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 10,321 $3.19M 2.16% -1,244 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 10,504 $3.19M 2.12% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,498 $3.19M 0.24% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 10,496 $3.19M 1.02% +97 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10,495 $3.19M 0.89% +364 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10,479 $3.18M 2.55% +22 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 10,427 $3.17M 0.41% +855 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10,426 $3.17M 0.77% +25 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10,366 $3.15M 1.91% +2,673 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 10,351 $3.15M 2.58% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,304 $3.14M 0.12% -26,727 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,291 $3.13M 0.09% +319 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 10,286 $3.13M 0.59% -848 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10,273 $3.12M 0.75% -4,074 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,272 $3.12M 0.13% +2,705 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 10,269 $3.12M 2.02% 0 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 10,260 $3.12M 1.35% +61 13F-HR Timeline Strategic Financial Partners, Ltd. 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