Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 6,072 $1.16M 0.98% +753 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,066 $1.16M 0.19% -47 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,065 $1.16M 0.16% +1 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,064 $1.16M 0.15% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,048 $1.15M 0.22% +1,948 13F-HR/A Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,034 $1.15M 0.05% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 6,016 $1.15M 1.62% -785 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 6,000 $1.14M 0.1% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,995 $1.14M 0.3% -23 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 5,985 $1.14M 0.76% -2,815 13F-HR Timeline Group Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 5,976 $1.14M 0.33% +7 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,968 $1.14M 0.07% +1,814 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 6,174 $1.13M 0.16% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,947 $1.13M 0.14% +1,802 13F-HR/A Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 5,946 $1.13M 0.59% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,931 $1.13M 0.03% +81 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 6,011 $1.13M 0.3% -3,837 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,905 $1.12M 0.11% +36 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,894 $1.12M 0.41% +268 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,549 $1.12M 0.08% +1,343 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5,880 $1.12M 0.26% -4,324 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,873 $1.12M 0.17% -118 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 5,865 $1.12M 0.26% +413 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 5,864 $1.12M 0.25% +55 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 5,851 $1.11M 0.83% -60 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,847 $1.11M 0.06% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 5,845 $1.11M 0.04% +51 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 5,837 $1.11M 0.12% -51,869 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,831 $1.11M 0.21% -1,446 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,830 $1.11M 0.17% +5 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,827 $1.11M 0.22% -1,683 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,814 $1.11M 0.12% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,802 $1.11M 0.14% new 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 5,789 $1.1M -2,222,822 Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 5,774 $1.1M 0.5% -22 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,755 $1.1M 0.03% +330 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 5,752 $1.1M 0.9% -574 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,743 $1.09M 0.13% +772 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 5,719 $1.09M 0.59% +2 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5,704 $1.09M 0.82% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 5,702 $1.09M 0.28% -424 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,700 $1.09M 0.11% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,691 $1.08M 0.03% 0 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 5,679 $1.08M <0.01% -2,597 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,669 $1.08M 0.04% +611 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 5,620 $1.07M 0.06% +65 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,605 $1.07M 0.07% +100 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,599 $1.07M 0.08% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,600 $1.07M 0.05% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,586 $1.06M 0.08% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 5,582 $1.06M 0.45% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,558 $1.06M 0.86% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 5,556 $1.06M <0.01% +1,322 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 5,547 $1.06M 0.15% +7 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5,546 $1.06M 0.39% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,541 $1.06M 0.34% +35 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,541 $1.06M 0.48% +2,142 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,520 $1.05M 0.21% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,514 $1.05M 0.37% -200 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,484 $1.04M 0.29% -61 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,458 $1.04M 0.11% -3,979 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,455 $1.04M 0.09% -586 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 5,438 $1.04M 0.21% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,435 $1.04M 0.3% -285 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 5,434 $1.04M 0.64% -1,349 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,429 $1.03M 0.15% -550 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 5,421 $1.03M 0.99% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,420 $1.03M 0.13% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,400 $1.03M 0.02% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,397 $1.03M 0.17% +6 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 5,391 $1.03M 0.7% +3 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,390 $1.03M 0.02% -65 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,354 $1.02M 0.01% +505 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,490 $1.02M 0.6% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,350 $1.02M 0.04% -983 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 5,344 $1.02M 0.25% -100 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,328 $1.02M 0.37% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 5,313 $1.01M 0.62% +518 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 5,295 $1.01M 0.24% -2,645 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,287 $1.01M 0.41% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,286 $1.01M 0.23% +3,366 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 5,282 $1.01M 0.9% +237 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,281 $1.01M 0.48% +350 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 5,275 $1M 0.12% -980 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 5,274 $1M 0.19% -1,337 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,269 $1M 0.06% -171 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,265 $1M 0.02% +172 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,263 $1M 0.16% +8 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,256 $1M 0.19% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,245 $999K <0.01% +2,826 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 5,230 $996K 0.26% -147 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,229 $996K 0.04% +448 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,215 $994K 0.55% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,206 $992K 0.09% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,202 $991K 0.09% -8 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 5,179 $987K 0.01% -427 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,177 $986K 0.2% -94 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 5,168 $985K 0.18% -511 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,147 $981K 0.02% -57 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,140 $979K 0.3% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 5,132 $978K 0.52% +6 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,116 $975K 0.36% -69 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 5,115 $975K 0.53% -20 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 5,110 $974K 0.53% -1,238 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 5,101 $972K 0.1% +659 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,101 $972K 0.3% -464 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,093 $970K 0.08% +87 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,087 $969K <0.01% new 13F-HR/A Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 5,077 $967K 0.49% +150 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,072 $966K 0.06% +20 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 5,068 $966K 0.63% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,027 $958K 0.11% +2,132 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,016 $956K 0.14% +10 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,011 $955K 0.31% +933 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,010 $955K 0.24% +410 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,006 $954K 0.11% -102 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,004 $953K 0.31% -94 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,003 $953K 0.06% +325 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 5,000 $953K 0.08% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,000 $953K 0.21% 0 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,000 $953K 0.13% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,000 $953K 0.07% -500 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,998 $952K 0.3% -959 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,996 $952K 0.3% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,993 $951K 0.07% -425 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,986 $950K 0.1% -26 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,968 $947K 0.11% -53 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,194 $942K 0.22% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,918 $937K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,918 $937K 0.03% 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,913 $936K 0.11% +704 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,909 $935K 0.06% -123 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,886 $931K 0.36% -56 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,877 $929K 0.12% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,867 $927K 0.19% -15,025 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,859 $925K 0.04% -193 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,848 $924K 0.15% -108 13F-HR Timeline BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 4,804 $915K 7.89% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,800 $914K 0.15% -422 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,799 $914K 0.21% -35 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,787 $912K 0.08% -125 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 4,780 $911K 0.18% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,772 $909K 0.11% +4 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,764 $908K 0.15% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,757 $906K 0.17% +6 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,737 $902K 0.33% +165 13F-HR/A Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 6,783 $901K 0.51% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,718 $899K 0.13% -1,783 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,708 $897K 0.01% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,706 $897K 0.07% -346 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,695 $895K 0.33% +2,634 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,692 $894K 0.01% +408 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,691 $894K 0.11% -4,161 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4,687 $893K 0.18% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,684 $892K 0.05% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,668 $889K 0.12% 0 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 4,647 $885K 0.1% -102 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 4,981 $884K 0.34% -1,989 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,641 $884K 0.44% +51 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,636 $883K 0.24% 0 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 4,629 $882K 0.75% +77 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,667 $880K 0.03% +853 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,614 $879K 0.37% new 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 4,611 $878K 0.45% +8 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,594 $875K 0.17% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,592 $875K 0.01% -26,586 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,583 $873K 0.05% +35 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 4,580 $873K 0.1% -50 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 4,552 $867K 0.05% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,552 $867K 0.06% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,535 $864K 0.23% +37 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,532 $863K 0.46% 0 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 4,520 $861K 0.58% 0 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 4,512 $860K 0.54% +605 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,498 $857K 0.22% +906 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 4,490 $855K 0.1% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,483 $854K 0.16% +1,343 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,482 $854K 0.11% -218 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,482 $854K 0.1% +74 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 4,481 $854K 0.66% -70 13F-HR/A Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 4,472 $852K 0.37% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,470 $852K 0.01% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,464 $851K 0.1% +513 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,460 $850K 0.01% +167 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,459 $850K 0.14% -1 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,432 $844K 0.14% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,427 $843K 0.12% +202 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 4,426 $843K 0.42% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,411 $840K 0.49% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,403 $839K 0.02% -18 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,402 $839K 0.1% +60 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,399 $838K 0.09% -5 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,386 $836K 0.07% +233 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,384 $835K 0.08% -8 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,365 $832K 0.06% -12 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,358 $830K 0.06% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,350 $829K 0.07% 0 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 4,334 $826K 0.62% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,328 $825K 0.11% -50 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 4,313 $822K 0.39% +1,183 13F-HR Timeline