WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 109,803 $101M 0.15% +2,146 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 42,106 $36M 5.59% -204 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 36,121 $30.8M 0.23% +500 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 33,499 $28.6M 0.15% -716 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 30,349 $25.9M 0.45% -8,588 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 28,674 $24.5M 0.29% +438 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 16,409 $14M 1.4% +162 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,304 $11.4M 0.31% -1,183 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 12,056 $10.3M 0.68% -75 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 11,895 $10.2M 0.3% +1,000 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,734 $9.16M 0.51% -95 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 10,222 $8.73M 0.17% +826 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 8,509 $8.13M 0.95% +822 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,300 $7.94M 0.23% -1,824 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 8,402 $7.17M 0.07% +2,761 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,738 $6.61M 0.11% +155 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,661 $6.54M 0.18% -7,802 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 7,412 $6.33M 3.01% +64 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 7,245 $6.19M 1.53% +95 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,121 $6.08M 0.14% +5,339 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 6,659 $5.69M 2.33% -75 13F-HR Timeline Sivik Global Healthcare LLC More: the full row for Sivik Global Healthcare LLC 6,500 $5.55M 3.17% +2,500 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,690 $4.86M 0.19% +593 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 5,344 $4.56M 2.1% +30 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,210 $4.45M 0.15% +359 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 5,179 $4.42M 1.52% -593 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,178 $4.42M 0.55% +135 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 4,851 $4.14M 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,533 $3.87M 0.03% +443 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,494 $3.25M 0.08% +938 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,519 $3M 1.33% -65 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,487 $2.98M 0.11% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,475 $2.97M 0.15% -846 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,440 $2.94M 0.31% -81 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,081 $2.63M 0.05% -160 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,995 $2.56M 1.64% +720 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,651 $2.26M 0.09% +1,686 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,500 $2.13M 0.25% +2 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2,417 $2.06M 1.04% +241 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,334 $1.99M 1.53% -3 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,303 $1.97M 0.04% +7 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,197 $1.88M 0.12% -87 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,028 $1.73M 0.11% +52 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,894 $1.62M 0.07% +2 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,835 $1.57M 0.33% +53 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,767 $1.51M 0.23% +16 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,712 $1.46M 0.12% +10 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,577 $1.35M 0.4% +61 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,560 $1.33M 0.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,479 $1.26M 0.16% +5 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,352 $1.25M 0.23% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,440 $1.23M 1.2% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,433 $1.22M 0.1% +67 13F-HR Timeline Group Invariant Investment Management More: the full row for Invariant Investment Management 1,348 $1.22M 0.7% +3 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 1,369 $1.17M 1.02% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,365 $1.17M 0.1% -706 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,522 $1.15M 0.42% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,345 $1.15M 0.4% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,331 $1.14M 0.03% +45 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,122 $1.07M 0.03% +206 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,238 $1.06M 0.22% +59 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,216 $1.04M 0.02% +56 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,174 $1M 0.72% +42 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 1,125 $961K 0.83% -35 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,078 $920K 0.02% +83 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,076 $919K 0.01% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,000 $854K 0.35% -40 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 982 $838K 0.08% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 868 $741K 0.02% +9 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 828 $707K 0.32% -8 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 815 $696K 0.19% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 727 $676K 0.02% +76 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 781 $667K 0.24% +10 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 760 $649K 0.19% -50 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 747 $638K 0.02% +309 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 695 $633K 0.42% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 680 $619K 0.01% +68 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 707 $605K 0.02% +284 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 641 $591K 0.26% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 691 $590K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 687 $587K 0.02% -27 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 675 $576K 0.25% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 639 $546K 0.04% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 594 $534K 0.22% -7 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 622 $531K 0.41% -3 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 610 $521K 0.07% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 600 $513K 0.34% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 597 $510K 0.02% +292 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 558 $476K 0.04% +27 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 558 $476K 0.06% +3 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 550 $470K 0.19% 0 13F-HR/A Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 542 $463K 0.03% -17 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 529 $452K 0.04% -530 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 513 $438K 0.26% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 509 $434K 0.04% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 503 $429K 0.07% +30 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 500 $427K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Adelphi Trust Co More: the full row for Adelphi Trust Co 500 $427K 0.28% -226 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 487 $416K 0.02% +19 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 479 $409K 0.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 471 $402K 0.04% +5 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 470 $401K 0.16% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 411 $386K 0.02% -1 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 448 $382K 0.08% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 441 $377K 0.07% +3 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 407 $373K 0.07% -47 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 436 $373K 0.04% +76 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 433 $370K 0.1% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 423 $361K 0.01% +56 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 419 $358K 0.01% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 416 $355K 0.2% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 408 $348K 0.03% +8 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 406 $347K 0.06% +11 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 401 $342K 0.02% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 394 $337K 0.07% +40 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 368 $337K 0.16% -7 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 376 $321K 0.03% -14 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 374 $319K 0.21% +58 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 369 $315K 0.04% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 367 $313K 0.03% -7 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 365 $312K 0.03% +31 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 360 $308K 0.01% +20 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 347 $296K 0.02% -45 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 343 $293K 0.1% +58 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 320 $288K 0.02% new 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 331 $283K <0.01% -242 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 321 $274K 0.05% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 318 $272K 0.05% -80 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 311 $266K 0.15% -66 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 310 $265K <0.01% -12 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 293 $250K 0.11% new 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 292 $249K 0.03% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 284 $242K 0.07% -4 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 263 $225K 0.09% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 260 $222K 0.12% -1,683 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 254 $217K 0.01% -24 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 253 $216K 0.08% new 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 250 $213K 0.01% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 250 $213K 0.02% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 243 $208K 0.02% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 234 $200K 0.11% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 216 $184K 0.11% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 207 $177K 0.11% +1 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 159 $136K 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 136 $122K 0.04% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 139 $119K 0.01% +31 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 125 $107K 0.04% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 122 $104K 0.02% +5 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 100 $85.4K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 78 $66.6K 0.02% +1 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 73 $62.3K 0.04% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 46 $39.3K 0.02% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 44 $37.6K 0.02% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 35 $29.9K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 27 $24.3K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 28 $23.9K 0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 27 $23.1K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 14 $12K 0.01% +3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 13 $11.1K <0.01% +3 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 7 $5.98K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6 $5.12K <0.01% -1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5 $4.27K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1 $854 <0.01% 0 13F-HR Timeline