Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 155,086 $7.79M 7.62% +8,700 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 153,451 $7.71M 2.46% +11,216 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 152,411 $7.66M 0.03% -6,409 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 150,171 $7.54M 0.59% +17,349 13F-HR Timeline Friday Financial More: the full row for Friday Financial 149,923 $7.44M 1.99% +23,756 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 145,576 $7.31M 1.09% +18,168 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 143,329 $7.2M 0.86% +15,673 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 141,696 $7.12M <0.01% +17,567 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 140,916 $7.08M 0.32% +23,967 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 140,849 $7.07M 0.57% +34,338 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 140,394 $7.05M 1.68% new 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 137,517 $6.91M 2.06% +14,602 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 135,668 $6.81M 1.17% +12,095 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 135,370 $6.8M 2.63% -15,409 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 132,902 $6.68M 3.62% +6,411 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 132,871 $6.67M 2.61% +8,162 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 132,699 $6.67M 3.39% +1,819 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 132,472 $6.65M 1.83% +3,220 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 132,386 $6.65M 1.96% +9,096 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 130,387 $6.55M 0.04% 0 13F-HR Timeline Group Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 127,798 $6.42M 2.35% -4,163 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 127,696 $6.41M 0.9% -582 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 127,650 $6.41M 2.99% +897 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 126,753 $6.37M 0.03% +16,017 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 126,725 $6.37M 2.32% -12,238 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 126,312 $6.34M 2.84% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 122,798 $6.17M 3.2% +16,894 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 122,234 $6.14M 0.12% +964 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 121,257 $6.06M 0.37% 0 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 120,489 $6.05M 0.32% +1,200 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 119,732 $6.01M 0.18% +3,140 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 119,178 $5.99M 0.02% +36,686 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 117,243 $5.89M 0.3% +6,324 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 116,735 $5.86M 0.01% +21,635 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 116,587 $5.86M 1.65% -526 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 116,454 $5.85M 0.45% -4,960 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 116,330 $5.84M -88,059 Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 116,196 $5.84M 0.04% +15,686 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 115,968 $5.83M 0.14% +25,823 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 115,425 $5.8M 5.39% +12,074 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 114,848 $5.77M 2.79% -7,874 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 114,678 $5.76M 3.56% +1,823 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 113,207 $5.69M 3.09% +23,106 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 111,644 $5.61M 3.08% +1,855 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 110,008 $5.53M 0.01% +98,808 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 106,332 $5.34M 1.81% +6,641 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 103,823 $5.22M 1.26% +5,262 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 103,402 $5.19M 3.85% +1,551 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 102,663 $5.16M 0.65% +50,498 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 102,321 $5.14M 0.09% +27,176 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 101,713 $5.11M 0.11% -36,369 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 100,376 $5.04M 0.4% -1,964 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 100,003 $5.02M 2.76% +3,759 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 99,602 $5M 0.28% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 98,310 $4.94M 0.07% +12,070 13F-HR/A Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 98,047 $4.92M 2.94% +8,305 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 97,390 $4.89M 3.18% +812 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 96,002 $4.77M 0.67% -3,287 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 94,673 $4.76M 2.01% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 94,201 $4.73M 2.15% new 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 94,194 $4.73M 2.63% +34,552 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 93,496 $4.7M 0.98% +3,531 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 93,141 $4.68M 0.39% +2,391 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 93,078 $4.68M 3.93% -531 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 92,910 $4.67M 0.74% +1,726 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 92,352 $4.64M 0.1% +3,918 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 92,312 $4.64M 0.05% -211 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 89,976 $4.52M 2.85% +3,940 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 88,748 $4.46M 0.13% +70,706 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 88,400 $4.44M 0.03% +14,873 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 88,269 $4.43M 1.42% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 88,219 $4.43M 0.02% -4,823 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 86,227 $4.33M 0.5% +43,744 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 85,735 $4.31M 1.46% +1,459 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 85,089 $4.27M 0.6% +3,226 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 84,266 $4.23M 0.54% +8,519 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 84,781 $4.21M 0.01% +8,513 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 83,134 $4.18M 2.14% +3,125 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 81,510 $4.09M 0.69% -299 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 79,619 $4M 0.16% +8,800 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 79,365 $3.99M 0.19% +46,402 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 79,325 $3.98M 0.4% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 79,310 $3.98M 0.02% +9,889 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 78,668 $3.95M 0.02% +20,015 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 78,478 $3.94M 0.65% +11,287 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 78,204 $3.93M 4.16% +2,029 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 78,774 $3.9M 1.22% +8,788 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 77,501 $3.89M 0.23% +5,465 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 76,949 $3.87M 0.34% +21,183 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 76,835 $3.86M 1.65% +7,011 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 76,809 $3.86M 0.62% -794 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 76,023 $3.82M 2.19% +2,905 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 75,949 $3.81M 0.28% -5,722 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 74,809 $3.76M 0.7% +3,375 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 920 $3.72M 0.87% new 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 73,582 $3.7M 0.29% +19,513 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 72,601 $3.65M 0.22% -3,019 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 71,783 $3.61M 0.13% +71,687 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 71,528 $3.59M 0.1% +3,978 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 70,797 $3.56M <0.01% -396 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 69,810 $3.46M +34,407 Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 67,978 $3.41M 0.43% -4,718 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 67,688 $3.4M 0.1% +55,020 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 67,383 $3.38M 1.05% +610 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 67,252 $3.38M 0.78% +187 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 67,141 $3.37M 0.83% +2,560 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 66,516 $3.34M 2.34% +18,860 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 66,445 $3.34M 2.11% +96 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 65,757 $3.3M 0.05% 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 65,600 $3.3M 3.93% +20,468 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 65,564 $3.29M 0.06% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 64,964 $3.26M <0.01% -941 13F-HR Timeline Group Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 64,622 $3.25M 2.16% -82,132 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 64,573 $3.24M 2.02% +3,250 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 64,525 $3.24M 0.04% +36,008 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 64,073 $3.22M 0.55% 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 63,909 $3.21M 0.22% +24,549 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 64,735 $3.21M 0.06% -5,295 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 63,091 $3.17M 0.9% +1,598 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 62,524 $3.14M 0.11% +13,927 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 62,369 $3.13M 0.04% +55,993 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 62,205 $3.12M 1.69% +1,957 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 62,130 $3.12M <0.01% +53,227 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 62,092 $3.12M 0.08% +20,697 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 61,876 $3.11M 0.74% +3,151 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 61,777 $3.1M 2.5% +2,157 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 61,986 $3.07M 0.45% +3,285 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 61,111 $3.07M 0.83% +5,039 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 61,047 $3.07M 0.01% -1,660 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 60,876 $3.06M 0.41% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 60,170 $3.02M 0.74% +16,291 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 59,567 $2.99M 0.58% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 59,481 $2.99M 0.16% +309 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 59,460 $2.99M 2.84% -7,931 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 59,187 $2.97M 0.05% new 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 58,191 $2.92M 1.33% +6,916 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 57,750 $2.9M 2.51% +8,855 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 57,430 $2.88M 0.07% +608 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 57,326 $2.88M 1.33% -1,484 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 57,225 $2.87M 0.01% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 56,614 $2.84M 0.08% new 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 56,062 $2.82M 0.45% +17,368 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 56,031 $2.81M 0.22% +3,511 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 55,440 $2.78M 0.45% +224 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 55,228 $2.77M 0.75% +1,675 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 54,547 $2.74M 0.57% +761 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 54,468 $2.74M 0.97% +400 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 54,133 $2.72M 0.07% -406 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 54,033 $2.71M 0.7% +1,727 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 53,903 $2.71M 0.35% +28,415 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 53,839 $2.7M 1.02% +8,453 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 53,826 $2.7M 0.13% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 53,348 $2.68M 1.05% +14,559 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 53,286 $2.68M 1.47% -4,353 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 53,210 $2.67M 0.7% -31,161 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 53,125 $2.67M <0.01% -1,425 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 52,886 $2.66M <0.01% +10,733 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 52,863 $2.65M 0.01% new 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 52,849 $2.65M 2.01% +6,637 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 52,841 $2.65M 0.23% -314 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 52,689 $2.65M 0.01% +19,009 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 52,671 $2.65M 0.23% +1,347 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 52,425 $2.63M 0.1% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 52,110 $2.62M 0.23% -499 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 51,636 $2.59M 1.78% +2,120 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 51,569 $2.59M 0.41% +13,404 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 51,236 $2.57M 0.59% -2,100 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 51,102 $2.57M 1.86% +5,538 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 51,025 $2.56M 0.04% +3,070 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 50,599 $2.54M 0.04% -3,285 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 50,453 $2.53M 0.19% +2,334 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 50,139 $2.52M 1.58% +6,268 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 49,494 $2.49M 1.2% +2,284 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 49,429 $2.48M 0.29% +2,710 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 49,175 $2.47M 0.26% +11,275 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 48,686 $2.45M <0.01% +2,937 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 47,568 $2.39M 0.56% +3,378 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 47,497 $2.39M 0.06% +1,249 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 47,469 $2.38M 1.36% +2,258 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 47,463 $2.38M 0.69% +8,845 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 47,402 $2.38M 0.01% -61,844 13F-HR/A Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 47,167 $2.37M 0.27% +256 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 47,133 $2.37M 0.92% +20,644 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 47,086 $2.37M 0.12% +509 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 46,879 $2.35M 0.93% +1,069 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 46,293 $2.33M 1.44% +2,579 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 46,124 $2.32M 0.12% +13,497 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 46,088 $2.32M 1.51% +18,277 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 45,687 $2.29M 0.09% +2,549 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 45,673 $2.29M 0.22% +1,557 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 45,483 $2.28M 0.13% +465 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 45,466 $2.28M 1.07% +9,580 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 45,436 $2.28M 0.43% +220 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 45,315 $2.28M 0.68% +2,200 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 45,605 $2.26M 1.07% +6,431 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 44,806 $2.25M 0.35% -4,006 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 43,775 $2.2M 1.33% +1,020 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 43,550 $2.19M 0.04% -1,873 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 43,373 $2.18M 0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 43,326 $2.18M 0.03% +2,971 13F-HR Timeline