L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 160,827 $11.8M 6.37% +13,822 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 159,063 $11.7M 5% +3,055 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 158,313 $11.6M 1.53% +28,126 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 155,544 $11.4M 3.27% -6,296 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 152,557 $11.2M 0.03% +128,034 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 152,215 $11.2M 5.79% -1,404 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 151,207 $11.1M 0.13% -12,058 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 149,429 $11M 0.36% -2,726 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 148,550 $10.9M 0.01% -222,720 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 148,537 $10.9M 4.4% +1,784 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 148,329 $10.9M 0.13% +12,591 13F-HR Timeline Group Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 147,945 $10.9M 10.25% -4,019 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 146,149 $10.7M 0.06% +7,259 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 143,256 $10.5M 0.53% +4,148 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 142,437 $10.5M 4.5% -113,467 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 142,311 $10.5M 4.88% 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 141,791 $10.4M 0.33% +9,923 13F-HR Timeline Group Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 140,106 $10.3M 5.01% +121,447 13F-HR Timeline New Covenant Trust Company, N.A. 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More: the full row for FIDUCIARY ADVISORS, INC. 127,935 $9.4M 7.59% +8,282 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 126,033 $9.26M 5.46% +21,624 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 124,803 $9.17M 0.03% +65,347 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 124,106 $9.12M 2.28% -2,849 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 123,367 $9.06M <0.01% +11,772 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 121,140 $8.9M 0.86% +9,072 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 120,751 $8.87M 0.13% +6,917 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 120,231 $8.83M 0.21% +5,078 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 119,381 $8.77M 0.01% +2,724 13F-HR Timeline Group Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 119,130 $8.75M 2.38% -3,226 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 118,244 $8.69M 4.39% -11,684 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 118,202 $8.68M 7.63% +488 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 118,012 $8.67M 3.53% -3,767 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 117,676 $8.64M 0.76% +6,771 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 115,246 $8.46M 0.03% +501 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 115,020 $8.45M 1.08% -42 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 114,693 $8.43M 0.08% -2,260 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 113,766 $8.36M 0.15% -507 13F-HR Timeline SCOTIA CAPITAL INC. 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More: the full row for McClarren Financial Advisors, Inc. 77,158 $6.67M 4.08% -11,302 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 90,781 $6.67M 0.01% -74,629 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 88,432 $6.5M 0.33% -3,915 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 88,419 $6.5M 0.31% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 87,305 $6.41M 0.22% -6,351 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 86,725 $6.37M 0.42% -2,113 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 86,677 $6.37M 1.4% +1,791 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 86,457 $6.35M 1.46% -6,848 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 85,433 $6.28M 0.33% +61 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 85,175 $6.26M 3.76% -1,672 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 84,578 $6.21M 1.14% -2,247 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 84,416 $6.2M 0.39% -10,698 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 83,118 $6.11M 3.93% -171 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 82,352 $6.05M 2.66% -21,528 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 82,323 $6.05M 0.73% +1,955 13F-HR Timeline Silver Oak Advisory Group, Inc. 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More: the full row for von Borstel & Associates, Inc. 78,562 $5.9M 0.91% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 80,039 $5.88M 0.33% +7,722 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 79,855 $5.87M 0.62% -13 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 79,769 $5.86M 4.81% -2,692 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 79,337 $5.83M 3.81% -577 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 79,240 $5.82M 1.41% -3,020 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 78,970 $5.8M 4.17% +83 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 78,671 $5.78M 0.09% +8,710 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 78,438 $5.76M +2,548 Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 78,381 $5.76M 2.48% -1,076 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 78,315 $5.75M 3.42% +3,547 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 78,263 $5.75M 2.95% +8,307 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 77,761 $5.71M 0.71% -3,831 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 76,018 $5.58M 1.71% -3,753 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 76,007 $5.58M 2.16% -281 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 75,703 $5.56M 0.28% +495 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 75,475 $5.54M 0.42% -2,121 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 75,439 $5.54M 0.02% +7,926 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 74,987 $5.51M 0.19% -340 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 74,905 $5.5M 0.07% +2,492 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 74,058 $5.44M 0.01% +40,025 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 73,811 $5.42M 0.14% +3,218 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 73,027 $5.36M 3.54% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 72,531 $5.33M 0.92% -10,669 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 72,303 $5.31M 0.23% -247 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 72,175 $5.3M 3.01% -340 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 72,090 $5.3M 0.23% -7,047 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 71,993 $5.29M 0.03% +42,112 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 71,923 $5.28M 1.97% +3,251 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 71,832 $5.28M 3.65% -3,065 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 71,803 $5.27M 3.39% +2,982 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 71,513 $5.25M 0.07% -2,330 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 71,437 $5.25M 1.59% +5,559 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 71,225 $5.23M 0.1% +12,443 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 71,200 $5.23M 0.19% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 71,173 $5.23M 0.18% +12,030 13F-HR Timeline Group Orcam Financial Group More: the full row for Orcam Financial Group 70,989 $5.21M 4.21% +4,592 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 70,948 $5.21M 2.32% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 70,948 $5.21M 2.32% +3,402 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 70,469 $5.18M 0.06% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 70,365 $5.17M 0.62% new 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 69,633 $5.12M 2.15% +871 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 69,390 $5.1M 0.12% +8,748 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 69,031 $5.07M 0.88% -385 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 68,492 $5.03M 1.35% +967 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 68,476 $5.03M 0.06% +290 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 68,207 $5.01M 1.85% -22 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 68,095 $5M 0.1% +35,916 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 67,514 $4.96M 0.29% +2,435 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 67,422 $4.95M 0.07% +3,534 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 66,845 $4.91M 1.25% -8,696 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 65,450 $4.81M 0.31% -2,674 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 64,907 $4.77M 1.12% -365 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 64,820 $4.76M 1.03% -2,893 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 64,789 $4.76M 3.24% new 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 64,151 $4.71M 0.77% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 63,495 $4.7M 0.03% +1,968 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 63,696 $4.68M 0.56% +26 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 62,874 $4.67M 0.07% +6,847 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 63,241 $4.65M 0.02% +2,886 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 62,502 $4.59M 0.4% -304 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 62,389 $4.58M 0.41% -6,474 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 62,299 $4.58M 0.44% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 61,466 $4.52M 0.35% +1,724 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 61,388 $4.51M 0.34% -2,334 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 61,144 $4.49M 0.57% +1,422 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 58,771 $4.44M 0.71% +13,671 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 60,327 $4.43M 0.49% -4,525 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 59,667 $4.38M 0.28% +8,381 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 59,655 $4.38M 0.01% new 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 59,580 $4.38M 1.17% -2,857 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 59,382 $4.36M 1.19% -2,541 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 58,954 $4.33M 2.17% -662 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 58,717 $4.31M 0.1% -3,029 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 58,452 $4.29M 0.41% +9,866 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 55,490 $4.19M 1.41% +950 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 57,025 $4.19M 0.2% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 56,628 $4.16M 0.29% +4,530 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 56,533 $4.15M 0.05% +5,414 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 56,257 $4.13M 2.94% +3,858 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 56,036 $4.12M 0.08% +1,940 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 55,628 $4.09M 0.59% +2,921 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 55,466 $4.07M 0.01% +42,922 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 55,399 $4.07M 0.16% -1,921 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 55,272 $4.06M 0.2% -1,886 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 54,664 $4.02M 2.73% +17,518 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 54,103 $3.97M 1.12% -1,185 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 54,072 $3.97M 0.45% +18,592 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 53,470 $3.93M <0.01% +588 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 53,168 $3.91M 2.24% +6,579 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 52,800 $3.88M 0.29% +43,798 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 55,998 $3.87M 1.32% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 52,510 $3.86M 0.42% +20,384 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 51,994 $3.82M 0.04% -1,187 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 51,795 $3.8M 0.11% +1,140 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 51,599 $3.79M 0.06% -1,138 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 51,313 $3.77M 0.11% +18,163 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 51,006 $3.75M 3.02% -849 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 49,957 $3.67M 0.21% +18 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 49,790 $3.66M 0.04% +7,791 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 49,643 $3.65M +4,198 Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 49,545 $3.64M 0.08% +3,036 13F-HR Timeline