KKM Financial LLC More: the full row for KKM Financial LLC 17,430 $4.91M 1.54% -1,942 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 17,376 $4.9M 0.38% +8 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 17,246 $4.86M 1.12% -138 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 17,208 $4.85M 0.43% -209 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 17,174 $4.84M 0.32% -264 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,167 $4.84M 0.16% -2,311 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 17,031 $4.8M 0.26% -1,347 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 16,924 $4.77M 1.22% +557 13F-HR Timeline Financial Insights, Inc. 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More: the full row for EWG Elevate Inc. 16,226 $4.57M 1.43% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 16,212 $4.57M 0.69% -769 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,205 $4.57M 0.26% -7,992 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 16,197 $4.57M 0.73% +1,336 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 16,191 $4.56M 0.13% +12,332 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 16,099 $4.54M 0.98% +462 13F-HR Timeline Ally Invest Advisors Inc. 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More: the full row for Lanham O'Dell & Company, Inc. 15,890 $4.48M 1.43% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 15,872 $4.47M 0.57% -127 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 15,668 $4.42M 0.08% -596 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,658 $4.41M 0.06% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 15,648 $4.41M 3.01% -11 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 15,421 $4.39M 2.55% -1,234 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,469 $4.36M 0.21% +7,868 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 15,296 $4.31M 0.3% -1,721 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 15,289 $4.31M 0.07% -706 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,280 $4.31M 0.1% -1,170 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 15,230 $4.29M 0.9% 0 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 15,203 $4.29M <0.01% -784 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 15,099 $4.26M 0.46% +7,108 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,089 $4.25M 0.16% -2,638 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 15,067 $4.25M 2.38% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 14,988 $4.22M 0.24% +9,188 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,957 $4.22M 0.3% +1,605 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,954 $4.21M 0.26% +3,130 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 14,894 $4.2M 1.99% +158 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,840 $4.18M 0.08% -528 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,725 $4.15M 0.28% +766 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 14,696 $4.14M 2.62% -582 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 14,690 $4.14M 0.12% +371 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 14,664 $4.13M 1.04% -542 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 14,663 $4.13M 1.89% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 14,628 $4.12M 3.31% -166 13F-HR/A Timeline LifeSteps Financial, Inc. 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More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 14,150 $3.99M 1.59% +125 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 14,130 $3.98M 1.2% +13,081 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,090 $3.97M 0.31% +4 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 14,090 $3.97M 0.74% -558 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 14,078 $3.97M <0.01% -2,221 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 14,021 $3.95M 0.46% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,984 $3.94M 0.04% -478 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 13,960 $3.93M 1.88% -520 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,943 $3.93M 0.07% +2,786 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 13,889 $3.91M 2.1% +1,885 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 13,848 $3.9M 0.63% -81 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 13,730 $3.87M 1.81% -992 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 13,732 $3.87M 0.51% -11,810 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 13,687 $3.86M 2.75% +2,287 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,686 $3.86M 0.61% -44 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 15,214 $3.85M 0.2% +1,923 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 13,605 $3.83M 0.03% +2,702 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,601 $3.83M 0.04% +2,384 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 13,587 $3.83M 0.2% +10 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,556 $3.82M 0.23% -523 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 13,479 $3.8M 0.25% +1,303 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 13,459 $3.79M 2.47% -116 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 13,413 $3.78M 0.62% -95 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 13,325 $3.76M 2.23% -180 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 13,279 $3.74M 0.18% -1,407 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 13,263 $3.74M 0.99% -108 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,070 $3.73M 0.14% +5 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 13,244 $3.73M 1.14% +32 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 13,204 $3.72M 2.1% -93 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,174 $3.71M 1.41% +1,089 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 13,109 $3.69M 0.11% -1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,698 $3.69M 0.3% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 13,055 $3.68M 1.15% +768 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,883 $3.63M 0.2% +17 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,836 $3.62M -55,562 Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 12,807 $3.61M 0.21% -442 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,745 $3.59M 0.07% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,033 $3.57M 0.57% +7,242 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,621 $3.56M 0.13% -19 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 12,611 $3.55M 0.15% +60 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 12,610 $3.55M 1.89% -32 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 12,610 $3.55M 1.12% -527 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 12,581 $3.55M 0.28% +1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,571 $3.54M 0.02% -4,661 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 12,430 $3.5M 0.36% 0 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 12,410 $3.5M 0.91% new 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 12,386 $3.49M 5.42% -37 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 12,362 $3.48M 2.3% -335 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 12,308 $3.47M 0.35% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 12,305 $3.47M 0.92% +9,899 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 12,304 $3.47M 0.08% -55 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 12,264 $3.46M 0.57% +550 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 12,245 $3.45M 0.55% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 12,239 $3.45M 1.47% +11,121 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 12,214 $3.44M 0.59% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 12,129 $3.42M 0.41% +668 13F-HR Timeline Group Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 12,112 $3.41M 1.72% -86 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 12,030 $3.39M 0.03% +980 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,029 $3.39M 0.23% +930 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,000 $3.38M 0.08% -325 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 11,919 $3.36M 2.09% +279 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,634 $3.35M 0.52% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 11,807 $3.33M 1.9% +110 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 11,744 $3.31M 0.41% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,653 $3.28M 0.41% +2,471 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 11,643 $3.28M 0.11% +38 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 11,591 $3.27M 0.34% -186 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 11,585 $3.27M 0.2% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 11,576 $3.26M 1.26% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 11,545 $3.25M 1.2% -15 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 11,518 $3.25M 0.79% new 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 11,492 $3.24M -133 Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 11,487 $3.24M 1.1% +33 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,823 $3.24M 0.19% +1,294 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,479 $3.24M 0.11% -68 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,439 $3.22M 0.13% +1,827 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 11,417 $3.22M 0.13% +1,241 13F-HR/A Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 11,355 $3.2M 2.33% +1,617 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 11,337 $3.2M 0.49% +12 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 11,323 $3.19M 0.44% -325 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 11,318 $3.19M 0.7% -2,102 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 11,220 $3.16M 0.61% -424 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,166 $3.15M 0.86% -1,371 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,157 $3.14M 0.25% +760 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 11,130 $3.14M 1.45% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 11,068 $3.12M 0.29% +106 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 11,038 $3.11M 1.2% +6 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 11,030 $3.11M 2.12% +281 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 11,000 $3.1M 0.21% +2,500 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 10,978 $3.09M 0.88% -67 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,945 $3.09M 0.05% +308 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,934 $3.08M 0.02% -176 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 10,893 $3.07M 1.74% -1,316 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 10,846 $3.06M 2.52% -648 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,081 $3.04M 0.28% +204 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 10,767 $3.03M 0.32% -313 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,402 $3.02M 0.32% -443 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 10,709 $3.02M 0.01% +201 13F-HR Timeline Group North Star Investment Management Corp. 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