DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 174,903 $13.2M 0.24% +2,137 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 173,707 $13.1M 2.21% +81,400 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 173,371 $13.1M 0.07% -50,639 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 173,360 $13.1M 0.28% +31,569 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 172,760 $13M 3.2% +1,502 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 172,210 $13M 10.61% +24,265 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 171,618 $12.9M 0.18% +50,867 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 171,262 $12.9M 5.23% -10,708 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 171,252 $12.9M 8.28% -1,478 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 170,686 $12.9M 6.72% +98,883 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 169,833 $12.9M 7.24% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 168,572 $12.7M 0.03% +16,015 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 166,963 $12.6M 0.58% +161,443 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 166,295 $12.5M 0.07% 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 164,157 $12.4M 3.9% -20,262 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 163,700 $12.3M 6.2% +2,873 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 162,612 $12.3M 0.24% +62,059 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 160,680 $12.1M 0.17% +12,351 13F-HR Timeline Group Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 159,862 $12.1M 4.91% +799 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 157,338 $11.9M 0.13% +6,131 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 157,001 $11.8M <0.01% -20,313 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 156,338 $11.8M 0.46% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 155,937 $11.8M 0.61% -5,318 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 154,700 $11.7M 0.01% +6,150 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 153,131 $11.6M 2.5% +29,025 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 151,159 $11.4M 0.14% -13,588 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 151,023 $11.4M 0.26% +52,247 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 150,974 $11.4M 0.36% +1,545 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 150,537 $11.4M 0.06% +4,388 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 150,198 $11.3M 5.74% -2,017 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 150,088 $11.3M 4.36% +1,551 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 145,413 $11M 0.02% +26,032 13F-HR Timeline Group RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 143,592 $10.8M 4.53% 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 143,577 $10.8M 0.54% +321 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 142,328 $10.7M 4.86% +17 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 141,915 $10.7M 0.42% +141,102 13F-HR Timeline Group Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 141,621 $10.7M 4.5% -816 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 139,054 $10.5M 5.04% -1,052 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 138,955 $10.5M 1.83% +82,957 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 136,989 $10.3M 0.32% +8,398 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 136,305 $10.3M 0.04% +23,165 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 132,533 $10.2M 0.36% +31,429 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 134,425 $10.1M 1.78% +1,690 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 133,481 $10.1M 6.7% -837 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 133,417 $10.1M 1.05% -1,428 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 130,318 $9.97M 9% -6,565 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 132,097 $9.97M 0.97% +10,957 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 130,877 $9.87M 1.54% +1,370 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 130,280 $9.83M 0.23% -307 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 129,852 $9.8M 0.36% +9,621 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 129,387 $9.76M 7.43% +1,452 13F-HR Timeline Northstar Group, Inc. 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More: the full row for Wealth Enhancement Trust Services, Inc. 120,594 $9.1M 1.15% 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 120,484 $9.09M 7.91% +2,282 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 120,395 $9.08M 0.77% +2,719 13F-HR/A Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 120,171 $9.07M 4.85% -9,400 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 118,221 $8.92M 4.32% -23 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 117,757 $8.88M 3.47% -255 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 117,655 $8.88M 0.95% +72,219 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 117,283 $8.85M 0.67% +89,232 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 116,505 $8.79M 1.02% +1,485 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for Winter & Associates, Inc. 86,844 $6.55M 6.06% 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 86,347 $6.51M 3.85% +1,172 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 86,002 $6.49M 4.38% +7,032 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 85,988 $6.49M 1.37% -689 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 85,663 $6.46M 0.34% +230 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 85,491 $6.45M 0.51% +4,193 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 85,112 $6.42M 0.07% +22,238 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 85,108 $6.42M 0.49% -19,275 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 82,701 $6.24M 0.09% +4,030 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 82,370 $6.21M 0.34% +2,331 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 82,323 $6.21M 0.76% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 81,951 $6.18M 3.89% -1,167 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 81,634 $6.16M 0.09% -323 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 81,459 $6.14M 2.78% -770 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 81,261 $6.13M 3.06% +2,998 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 81,194 $6.13M 2.68% -1,158 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 80,569 $6.08M 0.14% +5,582 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 80,128 $6.04M 0.37% -4,288 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 80,100 $6.04M 3.86% +763 13F-HR/A Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 79,855 $6.02M 0.6% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 79,285 $6.01M 0.41% +3,810 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 79,213 $5.98M 0.07% +4,308 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 74,792 $5.97M 2.01% -14,736 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 78,754 $5.94M 6.39% 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 78,653 $5.93M 1.39% -587 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 78,640 $5.93M 3.47% +325 13F-HR Timeline Group Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 78,445 $5.92M 4.99% -1,324 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 78,362 $5.91M 0.2% -8,943 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 78,249 $5.9M -189 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 77,929 $5.88M 0.2% +6,756 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 77,454 $5.84M 0.68% +7,089 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 70,424 $5.79M 0.83% +11,653 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 76,545 $5.77M 0.1% +47,235 13F-HR/A Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 75,863 $5.72M 4.24% 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 75,739 $5.71M 0.25% +36 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 75,585 $5.7M 1.02% +30,762 13F-HR/A Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 75,282 $5.68M 2.25% +4,334 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 75,054 $5.66M 0.07% +23,455 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 75,002 $5.66M 1.68% -1,016 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 74,916 $5.65M 2.27% -1,091 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 74,582 $5.63M 0.14% +771 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 74,451 $5.62M 2.8% +21,283 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 74,358 $5.61M 0.26% +2,055 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 74,325 $5.61M 0.42% +21,525 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 73,665 $5.56M 1.93% +1,742 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 73,502 $5.54M 0.48% -25,043 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 73,332 $5.53M 3.65% +1,500 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 73,263 $5.53M 2.97% +1,088 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 72,987 $5.51M 1.71% +3,354 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 72,932 $5.5M 0.11% +3,542 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 71,229 $5.37M 0.19% +29 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 70,859 $5.35M 0.06% +14,326 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 70,807 $5.34M 0.66% -6,954 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 70,707 $5.33M 0.07% -806 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 70,578 $5.32M 0.4% +9,112 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 70,282 $5.3M 3.98% -707 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 70,096 $5.29M 0.22% -1,994 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 70,093 $5.29M 2.24% -8,288 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 69,559 $5.25M 0.88% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 69,546 $5.25M 0.01% +14,080 13F-HR Timeline Group Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 69,326 $5.23M 1.9% -25,906 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 69,284 $5.23M 1.11% 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 69,229 $5.22M 4.39% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 69,207 $5.22M 0.06% +19,417 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 69,189 $5.22M 0.29% +1,675 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 67,347 $5.08M 0.78% -1,684 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 67,232 $5.07M 1.27% +387 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 67,098 $5.06M 0.38% +1,648 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 67,057 $5.06M 1.84% -1,150 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 67,005 $5.05M 1.44% -4,432 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 66,952 $5.05M 0.45% +4,563 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 66,777 $5.04M 0.03% +3,282 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 66,465 $5.01M 0.31% +6,798 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 65,678 $4.95M 1% +858 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 65,330 $4.93M 1.27% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 64,600 $4.87M 1.02% +43,650 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 64,177 $4.84M 3.18% +7,920 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 64,151 $4.84M 0.72% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 64,111 $4.84M 3.29% -678 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 63,891 $4.82M 0.49% +11,381 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 63,820 $4.81M 0.01% -10,238 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 63,702 $4.81M 0.56% +6 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 65,128 $4.8M 0.02% +1,887 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 63,559 $4.79M 0.1% -4,536 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 62,956 $4.75M 0.34% +6,328 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 62,299 $4.7M 0.44% 0 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 62,218 $4.69M 3.19% new 13F-HR Timeline Group Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 62,110 $4.69M 2.23% +3,156 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 61,975 $4.68M 0.31% +25,250 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 61,257 $4.62M 0.39% -1,245 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 60,918 $4.6M 0.1% +13,749 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 60,514 $4.57M 0.31% -874 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 60,218 $4.54M 1.14% +836 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 59,722 $4.51M 0.52% -1,422 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 59,573 $4.49M 0.08% +10,028 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 59,465 $4.49M 0.43% +1,013 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 59,417 $4.48M 0.21% +4,145 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 59,321 $4.48M 0.1% +604 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 59,289 $4.47M 1.34% +14,815 13F-HR Timeline