WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 915,427 $63.8M 0.1% +147,324 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 479,758 $32.3M 0.17% +4,443 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 390,245 $26.3M 0.46% -27,954 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 257,036 $17.3M 0.25% +22,125 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 235,728 $15.9M 1.61% 0 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 223,926 $15.1M 0.13% -4,998 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 215,038 $14.5M 2.87% -483 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 178,134 $12M 1.78% -1,133 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 143,368 $9.65M 0.07% +21,679 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 130,289 $8.77M 0.63% +1,911 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 124,155 $8.36M 0.24% +10,182 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 123,638 $8.33M 0.22% +7,520 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 108,443 $7.3M 5.59% -7,796 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 105,453 $7.1M 1.76% -34 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 87,794 $5.91M 0.16% -468 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 65,023 $4.38M 0.15% +3,085 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 64,073 $4.31M 0.12% +1,181 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 49,152 $3.31M 0.94% -22 13F-HR Timeline CX Institutional More: the full row for CX Institutional 47,080 $3.17M 0.09% +6,584 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 45,453 $3.06M 0.91% +2,496 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 44,166 $3.02M 0.04% -3,598 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 44,717 $3.01M 0.05% -2,920 13F-HR Timeline Stolper Co More: the full row for Stolper Co 42,195 $2.84M 0.73% +229 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 35,481 $2.46M 0.03% +7,063 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 35,934 $2.42M 0.57% -127 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 35,786 $2.41M 0.25% -4,433 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 33,677 $2.27M 0.15% -1,427 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 33,568 $2.26M 0.5% -1,317 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 30,613 $2.06M 0.11% +1,938 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,207 $1.94M 0.05% +4,240 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 28,221 $1.9M 1.26% +390 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 27,221 $1.83M 1.14% +8,405 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 26,221 $1.77M 0.04% -1,339 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 25,701 $1.73M 0.41% +889 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 25,583 $1.72M 1.81% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 25,247 $1.7M 0.94% -300 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 22,340 $1.6M 0.04% +14,928 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 21,896 $1.47M 0.85% +2,922 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 21,722 $1.46M 0.25% +447 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 21,128 $1.42M 0.02% +988 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 20,798 $1.4M 0.01% +1,992 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 20,362 $1.37M 0.08% +6 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 20,140 $1.36M 0.51% -439 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 20,095 $1.35M 0.29% -750 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 19,571 $1.32M 0.11% +1,279 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 18,516 $1.25M 0.02% +3,284 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 18,420 $1.24M 0.03% -135 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,380 $1.24M 0.03% -4,169 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,890 $1.14M 0.11% +91 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 15,273 $1.03M 0.08% -96 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 15,050 $1.01M 0.41% +3,738 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 14,685 $989K 0.07% 0 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 14,523 $978K 0.2% +4 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 14,148 $953K 0.7% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 13,993 $942K 0.11% +152 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 13,904 $936K 0.01% +874 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 13,856 $933K 0.09% -256 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 13,606 $916K 0.02% +1 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 13,297 $895K 0.55% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 13,261 $893K 0.53% -6 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 12,953 $872K 0.42% +196 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 12,950 $872K 0.05% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,477 $840K 0.06% +263 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 12,228 $823K 0.06% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 12,177 $820K 0.27% +2,435 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 11,363 $765K 0.2% -2 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,119 $749K 0.05% +977 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,871 $732K 0.15% +1,248 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 10,776 $726K 0.08% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,630 $716K 0.27% -130 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for Everhart Financial Group, Inc. 8,121 $547K 0.03% +455 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 8,050 $542K 0.47% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,909 $533K 0.21% -4,968 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 7,871 $530K 0.34% +1,000 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,781 $527K 0.24% +38 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,657 $516K 0.01% +398 13F-HR Timeline CLG LLC More: the full row for CLG LLC 7,520 $506K 0.11% -10 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 7,232 $487K 0.11% +688 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,697 $478K 0.02% -1,547 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,866 $462K 0.13% +3,341 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,803 $458K 0.02% +1,433 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,762 $455K 0.05% -50 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 6,738 $454K 0.19% -274 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,647 $448K 0.19% +1,752 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,645 $447K 0.03% +2,406 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,612 $445K 0.04% -57 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,519 $439K 0.05% +9 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,472 $436K 0.11% +79 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,335 $427K 0.07% -551 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 6,238 $420K 0.04% -2 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,877 $396K 0.07% -1,803 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 5,810 $391K 0.12% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,758 $388K 0.09% +1 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 5,393 $386K 0.15% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 5,709 $384K 0.05% -5 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,663 $381K 0.29% -60 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 5,486 $369K 0.11% +180 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,391 $363K 0.03% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,286 $356K 0.03% -400 13F-HR Timeline Trust Co More: the full row for Trust Co 5,279 $355K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,275 $355K 0.03% -1,669 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,217 $351K 0.07% +378 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,893 $329K 0.01% +210 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,880 $329K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 4,874 $328K 0.07% +1,025 13F-HR Timeline YHB Investment Advisors, Inc. 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