Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 95,426 $4.8M 0.06% -5,556 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 93,644 $4.71M 0.64% -5,807 13F-HR Timeline Group Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 93,364 $4.69M 2.07% +30,857 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 92,836 $4.67M 0.08% new 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 92,542 $4.65M 2.37% +4,852 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 92,343 $4.64M 2.02% +2,357 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 90,751 $4.56M 1.18% -511 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 90,491 $4.55M 0.02% +1,575 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 89,968 $4.52M 0.02% +14,739 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 90,648 $4.51M 3.07% +1,476 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 88,073 $4.43M <0.01% +12,790 13F-HR Timeline Group HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 87,714 $4.41M 0.8% +2,072 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 86,650 $4.36M 2.82% -6,055 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 85,948 $4.32M 2.96% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 85,938 $4.32M 0.34% -12,175 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 85,794 $4.31M 0.13% +673 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 85,037 $4.27M 0.13% +18,045 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 84,718 $4.26M 3.26% +7,451 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 83,827 $4.21M 0.1% -109,742 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 82,976 $4.17M 1.42% +34,620 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 81,710 $4.11M 0.13% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 81,555 $4.1M 2.24% +10,199 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 81,211 $4.08M 0.01% -8,065 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 80,582 $4.05M 3.04% +2,921 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 79,677 $4.01M 3.04% +11,826 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 79,279 $3.99M 0.38% +4,360 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 78,982 $3.97M 0.35% +43,564 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 78,646 $3.95M <0.01% -22,461 13F-HR Timeline Group Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 78,820 $3.93M 1.22% -2,672 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 78,064 $3.92M 1.45% +741 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 76,553 $3.85M 0.31% -6,148 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 75,889 $3.81M 1.08% +3,160 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 74,973 $3.77M 0.79% +3,295 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 74,403 $3.74M 0.02% +7,181 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 74,171 $3.73M 0.82% +10,068 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 71,172 $3.58M <0.01% +5,577 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 71,138 $3.58M <0.01% +166 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 70,283 $3.53M 0.11% +4,122 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 70,192 $3.53M 0.08% +7,274 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 70,166 $3.53M 0.01% +41,790 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 69,930 $3.52M 1.37% -4,441 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 69,644 $3.5M 1.16% +1,458 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 69,605 $3.5M 2.25% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 69,512 $3.49M 0.04% +12,784 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 68,950 $3.47M 1.36% +4,384 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 68,760 $3.46M 0.76% -8,679 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 67,709 $3.4M 0.63% -116,533 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 66,550 $3.35M 1.04% +30,457 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 66,314 $3.33M -394 Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 66,007 $3.32M 0.61% +43,178 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 65,564 $3.3M 0.08% 0 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 64,838 $3.26M 0.09% +365 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 63,527 $3.19M 0.96% -2,326 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 63,018 $3.17M 0.04% +23,513 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 62,816 $3.16M 0.39% +56,621 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 62,253 $3.13M <0.01% 0 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 61,925 $3.11M 1.93% -5,905 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 61,689 $3.1M 2.49% +4,092 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 61,959 $3.09M 2.73% -2,356 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 61,059 $3.07M 0.01% +7,782 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 60,965 $3.06M 2.88% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 60,399 $3.04M 0.14% +5,100 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 59,821 $3.01M 0.06% +19,005 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 59,821 $2.99M 0.09% +453 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 59,307 $2.98M 0.63% +2,692 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 59,269 $2.98M 0.04% -3,932 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 59,125 $2.97M 1.43% +8,858 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 58,490 $2.94M 0.07% 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 58,479 $2.94M 0.76% -31,724 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 58,479 $2.94M 0.41% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 57,910 $2.91M 0.34% -580 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 57,514 $2.89M 0.12% +31,290 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 56,981 $2.86M 0.61% -165 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 56,785 $2.85M 0.09% +1,561 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 56,300 $2.83M 0.08% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 56,177 $2.82M 0.13% -318 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 55,774 $2.8M 0.56% -4,526 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 55,720 $2.8M 0.02% +6,414 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 55,691 $2.8M 0.14% +3,797 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 55,663 $2.8M -12,237 Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 55,243 $2.78M 0.53% -569 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 55,093 $2.77M 2.24% +823 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 54,147 $2.72M 0.34% -10,598 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 54,038 $2.72M 0.87% -1,468 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 53,949 $2.71M 0.93% +7,193 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 53,905 $2.71M 1.82% +4,815 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 53,885 $2.71M 1.08% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 53,826 $2.71M 0.14% +4,826 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 53,324 $2.68M 0.6% -1,794 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 52,771 $2.65M 1.65% -1,901 13F-HR/A Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 52,543 $2.62M 1% -1,810 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 51,987 $2.61M 0.53% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 51,862 $2.61M 0.06% +5,677 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 51,796 $2.6M 0.03% +2,815 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 51,432 $2.59M 0.94% new 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 51,415 $2.58M 0.47% -2,669 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 51,200 $2.57M 0.08% +2,527 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 50,836 $2.56M 0.69% -1,902 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 49,956 $2.51M 0.27% -5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 49,954 $2.51M 0.06% +25,714 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 49,913 $2.51M 0.32% -807 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 49,731 $2.5M 0.15% -11,346 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 49,675 $2.5M 0.31% +5,089 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 49,550 $2.49M 0.49% -5,440 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 49,260 $2.48M 0.5% +5,304 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 49,085 $2.47M 1.84% +3,823 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 48,949 $2.46M 0.13% -21,179 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 49,031 $2.45M 2.24% -321 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 48,480 $2.44M 0.14% +1,868 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 48,100 $2.42M 2.47% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 47,977 $2.41M 1.17% -1,993 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 47,747 $2.4M 1.6% -23,125 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 47,702 $2.4M 0.02% +1,790 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 46,851 $2.36M 0.08% -60 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 46,848 $2.36M 0.03% +1,400 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 46,671 $2.35M 0.45% -1,949 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 46,632 $2.34M 0.15% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 45,722 $2.3M 0.26% +944 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 45,265 $2.28M 1.87% +2,393 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 45,055 $2.26M 1.51% +5,512 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 44,853 $2.25M 0.36% +320 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 44,722 $2.25M 0.03% +1,922 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 44,701 $2.25M 2% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 44,555 $2.24M 0.77% +639 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 44,488 $2.24M 0.05% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 44,448 $2.23M 0.66% -584 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 44,296 $2.23M 0.61% -423 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 43,985 $2.21M 0.74% +1,789 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 43,575 $2.19M 1.06% +1,372 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 42,817 $2.15M 1.78% 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 42,697 $2.15M 0.91% -3,418 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 42,277 $2.13M <0.01% -8,706 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 42,263 $2.12M 1.52% +362 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 42,137 $2.12M 0.42% -4,150 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 41,556 $2.09M 1.64% -408 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,958 $2.06M 0.01% -5,173 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 40,206 $2.02M 0.72% -4,139 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 39,939 $2.01M 0.02% new 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 39,663 $1.99M 0.18% +1,783 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 39,643 $1.99M 0.08% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 39,145 $1.97M 1.4% -4,665 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 38,647 $1.94M 0.41% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 38,608 $1.94M 0.16% +1,824 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 38,359 $1.93M 0.6% -1,546 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 38,335 $1.93M 0.74% +806 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 38,254 $1.92M 0.73% -2,233 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 38,170 $1.92M <0.01% +643 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 38,278 $1.92M 1.05% +4,496 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 37,787 $1.9M 1.16% +7,676 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 37,425 $1.88M 0.08% -425 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 36,557 $1.84M 0.29% +5,556 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 36,559 $1.82M 0.75% +350 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 36,218 $1.82M 0.75% +5,605 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 36,027 $1.81M 0.53% +562 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 35,673 $1.79M 0.65% +1,986 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 35,668 $1.79M 0.63% +27,863 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 35,430 $1.78M 0.06% -1,061 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 35,407 $1.78M <0.01% +10,502 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,084 $1.76M 0.01% +8,477 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 35,301 $1.76M 1.06% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 34,902 $1.75M 0.21% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 34,614 $1.74M 0.51% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 34,555 $1.74M 0.12% -43,839 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 33,468 $1.68M 0.04% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 33,465 $1.68M 0.27% -2,823 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 33,320 $1.67M 1.46% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 33,146 $1.67M +5,635 Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 32,115 $1.61M 0.6% +6,523 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 31,864 $1.6M 0.78% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 31,641 $1.59M 0.48% -1,346 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 31,593 $1.59M 0.4% +26,045 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 31,544 $1.59M <0.01% +11,055 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 31,255 $1.57M 0.01% +818 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 30,915 $1.55M 0.08% +1,075 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 30,345 $1.53M 0.4% +485 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 30,216 $1.52M 0.62% -41 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 30,119 $1.51M 0.24% -3,644 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 29,927 $1.5M 0.08% +301 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 29,406 $1.48M 1.72% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29,236 $1.47M 0.11% -103 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 29,005 $1.46M 0.1% new 13F-HR/A Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 28,772 $1.45M 0.18% +881 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 28,738 $1.44M 0.56% -754 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 28,379 $1.43M 0.87% +10,415 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 28,120 $1.41M 0.07% +146 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 27,976 $1.41M 0.13% -93 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 27,811 $1.4M 0.05% 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 27,788 $1.4M 0.16% -322 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 27,780 $1.4M 0.02% +5,630 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 27,435 $1.38M 1.13% +1,497 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27,391 $1.38M 0.04% +27,220 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 27,310 $1.37M 0.23% new 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 27,239 $1.37M 0.35% +4,103 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 26,550 $1.33M 0.2% +2,083 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 26,540 $1.33M 0.17% +3,205 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 26,367 $1.33M 1.23% -611 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 25,950 $1.3M 0.05% +6,721 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 25,767 $1.29M 0.4% +611 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25,710 $1.29M 0.16% +1,369 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 24,785 $1.25M 0.1% +1,012 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.