MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 5,836 $840K 0.1% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,825 $839K 0.13% +2,914 13F-HR Timeline Sovereign Financial Group, Inc. 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Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,589 $805K 0.27% +1,210 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,538 $797K 0.25% new 13F-HR Timeline Asset Management Group, Inc. 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More: the full row for Ellevest, Inc. 5,108 $735K 0.1% +2,554 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,092 $734K 0.1% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 5,093 $733K 0.32% 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 5,089 $733K 0.52% +2,296 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,072 $730K 0.04% +3,336 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,068 $730K 0.33% +2,158 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 5,068 $730K 0.66% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,052 $727K 0.06% +2,526 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,052 $727K 0.04% +3,040 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,032 $724K 0.05% +2,345 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,028 $724K 0.02% +909 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,026 $724K 0.41% +2,467 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,012 $722K 0.09% +2,498 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,014 $722K 0.02% +1,638 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,006 $721K 0.07% +2,423 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,006 $721K 0.11% +2,415 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 5,000 $720K 0.06% +2,500 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,000 $720K 0.1% +2,500 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,997 $719K 0.28% +2,299 13F-HR Timeline Group MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,995 $719K 0.25% 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 4,976 $716K 0.64% 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,955 $713K 0.2% +2,235 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,921 $709K 0.02% +2,460 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,918 $708K 0.03% +2,439 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,912 $707K 0.07% +2,456 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,882 $707K +2,102 Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,906 $706K 0.02% -31,546 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 4,892 $704K 0.41% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,888 $704K 0.09% +2,444 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,880 $703K 0.01% +2,840 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,867 $701K 0.11% +2,501 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,861 $700K 0.38% +2,505 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,708 $697K 0.01% +2,354 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,840 $697K 0.01% -24,960 13F-HR Timeline Group BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 4,804 $692K 5.97% 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 4,800 $691K 0.28% +3,600 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 4,794 $690K 0.29% new 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 4,780 $688K 0.14% +2,390 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,765 $686K 0.1% +2,385 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,764 $686K 0.05% +1,962 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 4,763 $686K 0.14% +2,941 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,749 $684K 0.09% +2,374 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,746 $683K 0.16% +2,376 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,736 $682K 0.13% +2,901 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,723 $680K 0.14% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,680 $674K 0.05% +2,341 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,676 $673K 0.06% +2,338 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,674 $673K 0.03% +1,994 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,668 $672K 0.1% +2,334 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,664 $671K 0.01% +2,351 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,661 $671K 0.49% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,646 $669K 0.1% +2,203 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,646 $669K 0.17% +2,281 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,636 $667K 0.16% +2,292 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,616 $665K 0.03% +2,308 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,616 $665K 0.39% +2,350 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,594 $661K 0.15% +2,247 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 4,586 $660K 0.15% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,578 $659K 0.01% +2,289 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,568 $658K 0.03% +2,284 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,560 $656K 0.2% +2,821 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,552 $655K 0.05% +2,276 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 4,548 $655K 0.16% +2,270 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,548 $655K 0.04% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4,545 $654K 0.24% +2,272 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,542 $654K 0.07% +3,267 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,540 $654K 0.07% +2,290 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,536 $653K 0.13% +2,231 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for Bellecapital International Ltd. 4,460 $642K 0.11% +2,230 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,452 $641K 0.05% +2,168 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,450 $641K 0.17% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,446 $640K 0.03% +1,966 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,436 $639K 0.13% +2,293 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,432 $638K 0.27% +2,210 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,426 $637K 0.11% +2,215 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 4,426 $637K 0.35% +2,370 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,426 $637K 0.04% +2,142 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,418 $636K 0.02% +2,628 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,410 $635K 0.06% +1,848 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,408 $635K 0.02% +1,838 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,390 $632K 0.07% +1,930 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,368 $629K 0.08% 13F-HR Timeline Traynor Capital Management, Inc. 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