Keel Point, LLC More: the full row for Keel Point, LLC 25,023 $1.13M 0.09% -4,201 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 24,986 $1.13M <0.01% new 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 27,044 $1.13M 0.39% -832 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 24,948 $1.13M 0.15% -1,630 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 24,944 $1.13M 0.31% +220 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 21,055 $1.13M 0.75% new 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 24,404 $1.12M 0.19% -45,421 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 24,695 $1.12M 0.23% +5,316 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 24,646 $1.12M 1.06% +2,037 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 24,602 $1.11M 0.5% +4,150 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 24,412 $1.1M 0.16% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 24,395 $1.1M 0.31% -3,915 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 24,354 $1.1M 0.2% -1,302 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 24,295 $1.1M 0.26% -694 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 24,232 $1.1M 0.57% +51 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 24,201 $1.1M 0.84% -1,320 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 24,188 $1.09M 0.09% -9,136 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 24,071 $1.09M 0.08% +427 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 24,702 $1.09M 0.2% -1,005 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 24,029 $1.09M 0.25% +234 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 23,843 $1.08M 0.04% +1,847 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 23,773 $1.08M 0.29% -379 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 23,696 $1.07M 0.16% -809 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 23,694 $1.07M 0.15% -3,683 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 23,584 $1.07M 0.11% -299 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 23,573 $1.07M 0.16% -270 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 23,527 $1.06M 0.17% -2,157 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 23,495 $1.06M 0.07% -6,237 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,434 $1.06M 0.95% +2,043 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 23,407 $1.06M 0.17% -5,181 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 23,382 $1.06M 0.31% -16,302 13F-HR Timeline Seaside Wealth Management, Inc. 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Ltd, Zurich 21,717 $983K <0.01% -19,679 13F-HR/A Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 21,589 $977K <0.01% +831 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,555 $976K 0.03% -37 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 21,503 $973K 0.03% 0 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 21,491 $973K 0.45% +178 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 21,434 $970K 0.54% -6,818 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21,310 $964K 0.25% +4,798 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 21,233 $961K 0.08% +154 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 21,158 $958K 0.29% +955 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 21,151 $957K 0.17% -23,130 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 18,680 $957K 0.35% -1,384 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 21,063 $953K 0.01% -40,212 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 21,050 $953K 0.04% +2,527 13F-HR Timeline Moors & Cabot, Inc. 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More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 20,868 $944K 0.18% +6 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 20,854 $944K 0.17% +100 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 20,833 $943K 0.22% +650 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 20,818 $942K 0.27% -239 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 21,326 $941K +1,997 Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 20,746 $939K 0.04% -108,529 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 20,735 $938K 0.28% -1,837 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 20,651 $935K 0.91% -1,096 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 20,637 $934K 0.49% +6,333 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 20,220 $930K 0.05% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 20,415 $924K 0.28% -2,789 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 20,339 $921K 0.07% -2,484 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 20,313 $919K 0.19% -1,615 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 20,313 $919K 0.27% -1,000 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 21,610 $918K 0.67% -4,148 13F-HR Timeline Busey Bank More: the full row for Busey Bank 20,067 $908K 0.03% +416 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 19,968 $904K 0.09% -10 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 19,959 $903K 0.79% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 19,824 $897K 0.17% -100 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 19,784 $895K 0.67% -873 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 19,771 $895K 0.13% +2,966 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 19,770 $895K <0.01% -5,249 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 19,761 $894K 0.25% +146 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 19,611 $888K 0.07% -1,314 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 19,546 $885K 0.92% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 19,493 $882K 0.01% -1,591 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 19,381 $877K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 19,179 $870K 0.4% -169 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19,158 $868K 0.13% +665 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 19,144 $866K 0.62% -57 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 19,141 $866K 0.05% -266 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 19,136 $866K 0.37% -24,976 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 19,113 $865K 0.34% -4,143 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 19,086 $864K <0.01% -37,949 13F-HR Timeline Group Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 19,080 $864K 0.34% +100 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 19,107 $857K 0.34% -6,204 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,937 $857K 0.04% -1,073 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,910 $856K 0.02% -712 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 18,861 $853K 0.1% +2,542 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 18,832 $852K 0.23% -4,543 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 18,808 $851K 0.27% +333 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 18,786 $850K 0.57% +16 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 18,663 $845K 0.4% -3,560 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 18,597 $842K 0.65% -2,805 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 18,470 $836K 0.04% -207 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 18,442 $835K 0.24% -2,299 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 18,408 $833K 0.17% +1,095 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 18,331 $830K 0.06% +630 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 18,218 $825K 0.12% +192 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 18,183 $823K 0.35% +399 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,048 $817K 0.37% -501 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 17,932 $812K 0.45% +1,730 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 17,908 $811K 0.45% +1,066 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 17,900 $810K 0.13% 0 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 17,866 $809K 0.22% -970 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 17,865 $809K <0.01% +385 13F-HR Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 17,858 $808K 0.28% +2,508 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 17,856 $808K 0.1% -855 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 17,851 $808K 0.22% -320 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 18,337 $808K 0.27% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 17,842 $808K 0.93% -772 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 17,842 $808K 0.16% -134 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 17,757 $804K 0.77% +1,070 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 17,742 $803K 0.36% -1,032 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 17,736 $803K 0.6% -723 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 17,588 $796K 0.13% +11,692 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 17,582 $796K 0.11% +1 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 17,565 $795K 0.01% +1,196 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,513 $793K 0.03% -533 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 17,496 $792K 0.4% -547 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 17,479 $791K 0.24% -555 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 17,436 $789K 0.7% +7,662 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 17,383 $787K 0.11% -160 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 17,378 $787K 0.16% -1,351 13F-HR/A Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 17,304 $783K 0.22% -1,520 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 17,244 $780K 0.04% +513 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 17,189 $778K 0.63% +66 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 17,146 $776K 0.07% +2,113 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 17,139 $776K 0.11% -4,429 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 16,925 $766K 0.25% -588 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 16,921 $766K 0.32% +4,118 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 16,809 $761K 0.13% +1,763 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 16,773 $759K 0.26% -950 13F-HR Timeline Tilson Financial Group, Inc. 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A. More: the full row for WEBSTER BANK, N. A. 16,207 $734K 0.08% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,193 $733K 0.08% -214 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 16,150 $731K 0.1% +138 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 16,141 $731K 0.09% +3,923 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 16,124 $730K 0.15% +7,035 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 16,095 $728K 0.73% -449 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 16,089 $728K 0.46% -137 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 16,069 $727K 0.55% +1,341 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 16,064 $727K 0.5% +372 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 16,031 $726K 0.13% +6,855 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 15,922 $721K 0.4% -3,284 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 15,886 $719K 0.16% -2,635 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 15,782 $714K 0.01% -3,654 13F-HR Timeline Hikari Tsushin, Inc. 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