OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 252,077 $49.5M 2.66% -15,234 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 248,233 $48.7M 0.58% -4,513 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 246,874 $48.4M 1.3% -35,558 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 246,791 $48.4M 10% +6,292 13F-HR/A Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 246,498 $48.4M 12.82% +1,099 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 240,791 $47.2M 2.69% +18,605 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 238,755 $46.8M 6.59% +13,971 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 228,625 $46.7M 0.69% +23,696 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 236,918 $46.5M 18.9% +462 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 236,087 $46.3M 1.56% +6,559 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 228,514 $46M 18.15% -6,662 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 230,910 $45.3M 0.5% +186,650 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 226,853 $44.5M 0.09% -10,791 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 218,776 $42.9M 5.96% +596 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 218,561 $42.9M 24.7% -388 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 216,309 $42.4M 0.29% +199,500 13F-HR Timeline Group MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 215,626 $42.3M 18.99% +673 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 212,502 $41.7M 7.56% +9,608 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 208,487 $40.9M 1.16% +6,250 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 208,072 $40.8M 0.66% +51,887 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 207,546 $40.7M 2.37% -437 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 207,122 $40.6M 0.99% -12,168 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 206,998 $40.6M 0.54% +4,949 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 206,000 $40.4M 0.1% +133,700 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 204,647 $40.2M 5.48% +208 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 203,132 $39.9M 25.28% -20,178 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 202,968 $39.8M 1.52% -37,295 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 202,548 $39.7M 0.03% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 197,610 $38.8M 0.84% +9,541 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 197,172 $38.7M 6.13% -6,192 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 196,004 $38.5M 5.68% +10,047 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 192,733 $37.8M 7.91% +45,809 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 192,544 $37.8M 4.1% +11,859 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 191,521 $37.6M 0.02% -224,348 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 191,444 $37.6M 0.18% +3,057 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 190,413 $37.4M 0.06% +60,031 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 189,476 $37.2M 12.55% -11,071 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 189,220 $37.1M <0.01% -328 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 188,615 $37M 1.96% -4,308 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 188,537 $37M +3,079 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 188,101 $36.9M 1.75% -10,118 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 187,912 $36.9M 4.75% +183,586 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 185,027 $36.3M 0.61% +160,716 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 184,861 $36.3M 0.75% -11,383 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 184,175 $36.1M 14.82% -280 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 183,365 $36M 5.44% +4,263 13F-HR Timeline Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 182,250 $35.8M 14.21% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 182,239 $35.8M 3.66% +4,334 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 181,469 $35.6M 15.34% +5,248 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 180,640 $35.4M 4.89% -9,565 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 180,365 $35.4M 1.92% -1,151 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 180,138 $35.3M 0.28% +99,648 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 178,130 $34.9M 15.41% +3,498 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 177,933 $34.9M 2.25% +48,131 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 177,146 $34.8M 2% -1,343 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 177,091 $34.7M 6.24% +1,438 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 175,329 $34.4M 9.09% +6,364 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 173,329 $34M 7.83% -2,414 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 170,955 $33.5M 1.44% -3,348 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 169,673 $33.3M 5.63% -8,626 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 169,322 $33.2M 23.3% +1,032 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 168,715 $33.1M 11.35% +352 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 168,545 $33.1M 11.8% -1,502 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 167,908 $32.9M 8.45% -2,600 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 166,650 $32.8M 0.56% -2,805 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 166,920 $32.7M -1,925 Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 166,576 $32.7M 1.96% +9,995 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 166,531 $32.7M 3.22% +29,481 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 166,010 $32.6M 10.89% -326 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 164,391 $32.3M 19.47% -2,239 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 163,165 $32M 1.01% +5,273 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 162,991 $32M 3.95% +31,435 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 162,322 $31.8M 0.05% -21,006 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 160,880 $31.6M 0.99% +85,583 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 160,292 $31.4M 0.11% -71,274 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 159,481 $31.3M 8.47% +12,704 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 159,289 $31.3M 2.09% +10,772 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 159,176 $31.2M 15.63% +6,236 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 154,900 $30.4M 17.96% -269 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 154,837 $30.4M 3.93% +10,463 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 154,828 $30.4M 5.48% -1,730 13F-HR/A Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 154,514 $30.3M 2.04% -27,506 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 154,412 $30.3M 0.24% +19,335 13F-HR Timeline Group Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 156,352 $30.2M 9.57% +3,854 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 153,093 $30.1M 10.61% +2,346 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 153,332 $30.1M 12.14% -7,780 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 153,115 $30M 0.93% +25,336 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 152,034 $29.8M 6.45% +9,186 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 151,572 $29.7M 8.83% -7,748 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 147,393 $28.9M 7.85% +120,991 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 147,121 $28.9M 6.66% +7,777 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 146,525 $28.7M 0.41% -9,177 13F-HR/A Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 146,324 $28.7M 2.56% -3,359 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 145,921 $28.6M 0.52% +2,732 13F-HR/A Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 145,322 $28.5M 4.15% +1,284 13F-HR Timeline Group Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 145,258 $28.5M 17.28% +265 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 144,864 $28.4M 19.64% +6,423 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 144,342 $28.3M 1.58% -449 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 143,858 $28.2M 0.15% +40,252 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 142,132 $27.9M 3.13% +1,561 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 141,272 $27.7M 4.37% -620 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 139,684 $27.4M 0.59% -43,542 13F-HR/A Timeline 25 LLC More: the full row for 25 LLC 138,655 $27.2M 8.38% +2,255 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 138,533 $27.2M 0.42% +23,644 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 137,633 $27M 2.43% -102 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 137,397 $27M 8.27% +2,978 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 137,167 $26.9M 0.43% +6,613 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 139,209 $26.9M 1.16% -30,183 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 135,718 $26.6M 9.64% +1,157 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 134,312 $26.3M 10.51% +222 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 133,125 $26.1M 9.2% +880 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 132,995 $26.1M 3.46% +8,254 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 132,533 $26M 0.92% +3,069 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 131,636 $25.8M 5.1% +2,397 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 131,200 $25.7M 3.57% -134 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 130,751 $25.7M 10.81% -735 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 130,746 $25.7M 0.47% +699 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 125,560 $25.5M 0.57% +5,862 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 237,448 $25.3M 9.99% +11,189 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 128,253 $25.2M 0.54% +2,524 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 128,125 $25.1M 1.05% +13,404 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 128,111 $25.1M 12.91% +85 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 127,983 $25.1M 0.42% -34,363 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 127,221 $25M -750 Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 126,341 $24.8M 0.69% -2,566 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 124,166 $24.6M 9.28% -25,774 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 123,156 $24.2M 0.57% +37,167 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 121,854 $23.9M 11.28% +17,290 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 121,469 $23.8M 1.01% +2,115 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 120,954 $23.7M 0.74% +6,193 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 120,907 $23.7M 0.37% +30,812 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 120,122 $23.6M 2.11% -13,017 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 119,739 $23.5M 0.97% +16,554 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 119,301 $23.4M 1.71% +9,422 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 119,053 $23.4M 6.11% +1,179 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 118,631 $23.3M 4.05% +6,662 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 118,309 $23.2M 23.12% +3,074 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 117,930 $23.1M 9.78% +140 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 117,468 $23.1M 5.15% +1 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 116,964 $22.9M 10.28% -541 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 116,322 $22.8M 5.72% +67,568 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 116,133 $22.8M 2.27% -12,608 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 115,923 $22.7M 4.72% +14,870 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 115,253 $22.6M 4.71% +2,430 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 114,775 $22.5M 0.75% -1,097 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 114,010 $22.4M 3.15% -1,367 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 113,750 $22.3M 3.11% +3,906 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 113,665 $22.3M 2.72% -3,317 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 113,637 $22.3M 0.24% +85,090 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 113,366 $22.2M 0.76% -1,401 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 113,007 $22.2M 1.93% +808 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 112,987 $22.2M 9.94% +6,372 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 111,824 $21.9M 7.66% +8,668 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 111,646 $21.9M 10.58% +7,667 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 110,704 $21.7M 15.06% -187 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 109,269 $21.4M 10.34% +663 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 108,959 $21.4M 17.18% +825 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 108,700 $21.3M 0.39% +3,700 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 108,514 $21.3M 11.44% +1,165 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 107,500 $21.1M 0.03% +96,500 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 107,454 $21.1M 0.93% +978 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 107,426 $21.1M 8.63% +9,470 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 106,998 $21M 0.32% -10,540 13F-HR/A Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 106,505 $20.9M 13.82% +3,050 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 105,077 $20.6M 13.18% -6,055 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 104,465 $20.5M 0.28% +8,028 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 103,659 $20.3M 10.79% +4,772 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 103,560 $20.3M 3.3% +14,405 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 103,439 $20.3M 9.68% -2,061 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 103,000 $20.2M 3.89% +3,565 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 102,598 $20.1M 14.7% -3,044 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 102,494 $20.1M 12.95% +1,525 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 101,959 $20M 6.62% +15,288 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 101,412 $19.9M 2.09% +83,059 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 100,565 $19.7M 10.2% -83 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 100,443 $19.7M 0.23% -95,154 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 100,433 $19.7M 0.23% +19,559 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 100,270 $19.7M 0.24% +33,953 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 99,648 $19.6M 4.9% +5,168 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 99,384 $19.5M 0.56% -1,223 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 99,270 $19.5M 3.05% -3,024 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 98,913 $19.4M 1.12% new 13F-HR/A Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 98,828 $19.4M 8.2% -4,568 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 98,733 $19.4M 4.37% -1,122 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 98,675 $19.4M 4.97% +8,065 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 98,171 $19.3M 0.16% +23,312 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 97,786 $19.2M <0.01% -152,650 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 97,605 $19.2M 1.25% +95,462 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 97,037 $19M 0.5% +8,086 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 97,032 $19M 4.87% +3,535 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 96,503 $18.9M 5.05% -5,134 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 96,096 $18.9M 0.09% +20,672 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 95,986 $18.8M 0.45% +69,212 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 95,838 $18.8M 1.12% +82,269 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 94,875 $18.8M 4.53% +6,361 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 94,703 $18.6M 9.48% -7,846 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 94,696 $18.6M 5.85% +1,896 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 94,311 $18.5M 3.91% -4,558 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 93,601 $18.4M 1.25% -1,339 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 93,436 $18.3M +1,120 Timeline