Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,454 $1.61M 0.15% -66 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,434 $1.6M 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,417 $1.6M 0.02% +1,564 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 11,353 $1.59M 1.2% +366 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,310 $1.59M 0.03% +350 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,294 $1.58M 0.06% -385 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 11,241 $1.58M 0.05% +5,596 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 11,234 $1.58M 0.07% +350 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 11,195 $1.57M 0.66% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 11,176 $1.57M 0.24% +7,365 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,777 $1.56M 0.01% +1,382 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,048 $1.55M 0.03% +830 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 11,000 $1.54M 0.11% -2,000 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 10,953 $1.54M 0.09% -129 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 10,885 $1.53M 0.51% +1,443 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,853 $1.52M 0.73% -155 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,847 $1.52M 0.81% -240 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 10,843 $1.52M 1.02% +4,239 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 10,822 $1.52M 0.47% -1,554 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 10,820 $1.52M 0.06% +256 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,808 $1.52M 0.03% +5,153 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,761 $1.51M 0.04% -748 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 10,740 $1.51M 0.91% +240 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,735 $1.51M 0.06% -525 13F-HR/A Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 10,679 $1.5M 0.17% -23,058 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,677 $1.5M <0.01% +916 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 10,665 $1.5M 0.01% -1,029 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,654 $1.49M 0.32% -289 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,615 $1.49M 0.03% +372 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 10,579 $1.48M 0.3% -827 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 10,534 $1.48M 0.03% +379 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,466 $1.47M 0.03% -100 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,445 $1.46M 0.12% +148 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 10,394 $1.46M 0.96% -11,106 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,172 $1.43M 0.05% -55 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,149 $1.42M 0.02% +723 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 9,569 $1.4M 0.4% +5,067 13F-HR Timeline OSSIAM More: the full row for OSSIAM 9,913 $1.39M 0.02% -37 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,846 $1.38M 0.36% -64 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,842 $1.38M 0.02% +1,222 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,840 $1.38M 0.01% -41 13F-HR Timeline Group JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 9,830 $1.38M 0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,807 $1.38M 0.04% +22 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,770 $1.37M 0.02% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 9,767 $1.37M 0.04% new 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,753 $1.37M <0.01% +366 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,703 $1.36M 0.01% -546 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 9,073 $1.36M 0.82% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,652 $1.35M 0.08% -3,796 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,650 $1.35M 0.13% -14 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,650 $1.35M 0.16% +2,736 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,629 $1.35M 0.03% +946 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 9,617 $1.35M 0.03% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,600 $1.34M 0.02% +31 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,419 $1.32M 0.06% +158 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 9,355 $1.31M 0.28% +91 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,313 $1.31M 0.01% +74 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,271 $1.3M 0.05% -125 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,955 $1.3M 0.08% -810 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,225 $1.29M 0.04% -59 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 9,178 $1.29M 0.43% -175 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,175 $1.29M 0.01% +194 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 9,127 $1.28M <0.01% -1,428 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 9,107 $1.28M <0.01% -18,036 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 9,078 $1.27M 0.02% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 9,071 $1.27M 0.57% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,067 $1.27M 0.04% +14 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 9,063 $1.27M 0.74% -100 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,024 $1.27M 0.02% 0 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,011 $1.26M 0.02% 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,944 $1.25M 0.02% +263 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,940 $1.25M -184 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,930 $1.25M 0.02% +201 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 15,101 $1.25M 0.42% +3,695 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 8,853 $1.24M 0.01% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,843 $1.24M 0.09% -135 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 8,826 $1.24M 0.37% -193 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,818 $1.24M 0.05% -453 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,817 $1.24M 0.02% +1,159 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,789 $1.23M 0.23% -54 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 8,758 $1.23M 0.04% +120 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,721 $1.22M 0.17% -1,241 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 8,685 $1.22M 0.38% -22 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,681 $1.22M 0.01% +1,667 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,497 $1.19M +32 Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,484 $1.19M 0.06% -9 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 8,447 $1.18M 0.6% +1,599 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 8,447 $1.18M 0.14% -9,845 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 8,438 $1.18M 1.06% -312 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 8,431 $1.18M 0.02% +5,379 13F-HR/A Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,401 $1.18M 0.06% +52 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8,350 $1.17M 0.08% -437 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,297 $1.16M 0.03% -797 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,265 $1.16M 0.74% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,258 $1.16M 0.04% -1,799 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,243 $1.16M 0.06% -106 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 8,196 $1.15M 0.3% -165 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 8,193 $1.15M 0.45% -699 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,100 $1.14M 0.05% +108 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,099 $1.14M 0.52% +554 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 8,074 $1.13M 0.19% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,054 $1.13M 0.04% -1,310 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,002 $1.12M 0.1% +285 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,964 $1.12M 0.59% -65 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 7,951 $1.11M 0.2% +48 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 7,926 $1.11M 0.61% +7 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,925 $1.11M 0.07% -21 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 7,887 $1.11M 0.13% -820 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,505 $1.1M 0.59% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,846 $1.1M 0.05% +7,665 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7,826 $1.1M 0.3% +43 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 7,817 $1.1M 0.52% -305 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,775 $1.09M 0.1% -169 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,750 $1.09M 0.54% +1 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,714 $1.08M 0.04% +97 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,703 $1.08M 0.08% 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 7,640 $1.07M 0.27% -40 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 7,636 $1.07M 0.63% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,616 $1.07M 0.13% +115 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 7,590 $1.06M 0.26% 0 13F-HR/A Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 7,570 $1.06M 0.13% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 7,552 $1.06M 0.2% +325 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,498 $1.05M 0.02% -865 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 7,401 $1.04M 0.08% -424 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,395 $1.04M 0.42% -158 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,346 $1.03M 0.72% -500 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 7,298 $1.02M 0.04% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 7,258 $1.02M 0.04% -126 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,190 $1.01M 0.03% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,188 $1.01M 0.01% +149 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,181 $1.01M 0.22% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,181 $1.01M 0.64% +45 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,172 $1.01M 0.22% -263 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,146 $1M 0.08% -268 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,132 $1M 0.08% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,128 $1M 0.1% -264 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 7,123 $999K 0.14% +220 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,075 $992K 0.06% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,060 $990K 0.12% +1,210 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 7,055 $989K 0.5% -11 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 6,973 $978K 0.06% new 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 6,937 $973K <0.01% -532 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,936 $973K <0.01% +3,783 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,923 $971K 0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,880 $965K 0.04% -770 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,596 $960K 0.05% +146 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,830 $958K 0.03% -95 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 6,817 $956K 0.18% +3,031 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 6,773 $950K 0.18% 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 6,768 $949K 0.69% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 6,740 $945K 0.22% +1,413 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,710 $941K 0.11% 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. 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