LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,241 $738K 0.06% +174 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,229 $737K 0.01% -202 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,202 $734K 0.03% +536 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,202 $733K 0.01% +893 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 5,972 $730K 0.43% +581 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,153 $728K 0.01% +799 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 6,153 $728K 0.54% +145 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 6,101 $722K 0.12% 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,071 $718K 0.06% -25 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,068 $718K 0.01% +2,493 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,067 $718K 0.01% +1,560 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,066 $718K <0.01% +2,348 13F-HR/A Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 6,201 $712K 0.07% new 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,000 $710K 0.91% 0 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 6,000 $710K 0.08% +2,800 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 5,999 $710K 0.38% +48 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,965 $706K 0.01% -75 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,948 $704K <0.01% +2,387 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 5,866 $694K 0.21% +1,579 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,850 $692K 0.33% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,849 $692K 0.1% +1,507 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 5,848 $692K 0.16% +55 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,812 $688K 0.05% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,787 $685K 0.03% +688 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,770 $683K 0.05% +2,696 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,726 $677K 0.01% +3,814 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,712 $676K 0.03% +1,852 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,708 $675K <0.01% +750 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,588 $672K 0.02% +214 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,684 $672K 0.03% -117 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,670 $671K 0.02% +600 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,619 $665K 0.33% +1,066 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,506 $663K 0.1% +205 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,571 $659K 0.07% +131 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,536 $655K 0.02% -2,050 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,535 $655K 0.01% -1,696 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,464 $646K 0.01% +1,020 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,420 $641K 0.01% +715 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,388 $637K 0.01% +697 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,262 $623K 0.03% +369 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,978 $618K +2,436 Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,218 $617K 0.02% -21 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,212 $617K 0.01% -555 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,202 $615K 0.02% -1,589 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,191 $614K 0.01% -1,551 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 5,146 $609K 0.13% -366 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,101 $604K <0.01% +137 13F-HR/A Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,100 $603K 0.22% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,085 $602K 0.04% +113 13F-HR/A Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 5,227 $600K <0.01% +5,227 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,071 $600K 0.01% +722 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,027 $595K 0.07% -45 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,020 $594K 0.06% -36 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,000 $592K 0.05% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,000 $592K 0.13% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,963 $587K 0.05% -5 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,920 $582K 0.02% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,856 $574K 0.11% +275 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,787 $566K 0.02% -285 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 4,782 $566K <0.01% -134 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,719 $558K 0.1% +47 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,715 $558K 0.03% +176 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,714 $558K 0.03% +414 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 4,600 $544K 0.49% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,562 $540K 0.01% -1,177 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,485 $531K 0.09% -65 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,473 $529K 0.24% +13 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,411 $522K 0.03% new 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 4,400 $521K 0.03% +1,150 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,398 $520K 0.05% +816 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,371 $517K <0.01% -8,410 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,365 $517K 0.02% +882 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,343 $514K 0.16% -4,848 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,340 $513K 0.05% -29 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,332 $513K <0.01% +1,339 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,211 $498K <0.01% +149 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,205 $498K 0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,195 $496K 0.02% +104 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,189 $496K 0.02% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,189 $496K 0.03% +1,236 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,142 $490K 0.01% +454 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,136 $489K 0.03% +432 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,116 $487K 0.04% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,106 $486K 0.01% +334 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,069 $481K 0.01% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,039 $478K <0.01% +1,399 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,037 $478K <0.01% +274 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 4,029 $477K 0.44% +97 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,004 $474K 0.13% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,995 $473K 0.02% +811 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,991 $472K 0.01% -203 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,995 $472K 0.02% +18 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,988 $472K 0.08% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,975 $470K 0.04% -4,505 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,965 $469K 0.06% -54 13F-HR Timeline Group Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 3,879 $459K 0.2% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,856 $456K 0.02% -35 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,845 $455K 0.03% -45 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,832 $453K 0.01% +621 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,830 $453K 0.13% -637 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,825 $453K 0.07% -278 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,771 $446K <0.01% -14,088 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,757 $444K 0.01% -124 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,755 $444K 0.02% +174 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,742 $443K 0.01% +146 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,738 $442K 0.01% new 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,721 $440K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cooper Financial Group More: the full row for Cooper Financial Group 3,719 $440K 0.04% -1,537 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,711 $439K 0.07% +1,520 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,704 $438K 0.02% +743 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,644 $431K 0.23% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,606 $427K 0.03% -250 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,602 $426K 0.03% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,600 $426K 0.08% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,597 $426K 0.01% -932 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,597 $426K 0.38% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,590 $425K 0.25% -110 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,533 $418K 0.04% +1,095 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,521 $417K 0.08% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,509 $415K 0.04% +802 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,500 $414K <0.01% 0 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,500 $414K 0.13% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,500 $414K 0.11% -100 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,497 $414K 0.04% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,498 $414K 0.19% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,484 $413K 0.02% +317 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,484 $412K <0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,447 $408K 0.02% +870 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,419 $405K <0.01% +880 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,408 $403K 0.12% -629 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,409 $403K 0.01% +948 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,392 $401K 0.01% +995 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,296 $390K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,286 $389K 0.03% +131 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,254 $385K 0.22% +901 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,227 $382K 0.06% +98 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,217 $381K 0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,212 $380K 0.01% +439 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,193 $378K <0.01% +1 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,188 $377K 0.01% +350 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,273 $376K 0.01% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,150 $373K 0.02% -58 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,148 $372K 0.02% -18,056 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 3,143 $372K 0.2% +36 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,143 $372K 0.06% -562 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,038 $371K 0.01% new 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 3,128 $370K 0.03% -54,065 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 3,098 $367K 0.17% -140 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,090 $366K 0.02% +332 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,077 $364K 0.08% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,060 $362K 0.01% -49 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,036 $359K 0.01% +253 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,020 $357K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,018 $357K 0.02% -369 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,009 $356K <0.01% -8 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,000 $355K 0.14% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,990 $354K 0.35% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,980 $353K <0.01% -1 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,449 $352K 0.02% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,971 $351K 0.1% +1,142 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,964 $351K 0.02% -115 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,958 $350K 0.09% -186 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,953 $349K 0.04% +421 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,937 $347K 0.04% +3 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,937 $347K 0.07% -76 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,916 $345K 0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,915 $345K 0.08% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,911 $344K 0.08% +6 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,901 $343K <0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,897 $343K 0.11% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,636 $342K 0.01% -38 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2,890 $342K 0.24% +163 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,885 $341K 0.24% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,855 $338K 0.07% -21 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,850 $337K 0.08% -1,361 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,829 $335K 0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,822 $334K <0.01% +142 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,793 $330K 0.02% -136 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,775 $330K <0.01% -288 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,775 $328K 0.23% +75 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,774 $328K 0.02% +828 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 2,773 $328K 0.01% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,760 $327K 0.02% +47 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,719 $322K <0.01% +519 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,712 $321K 0.03% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,695 $319K 0.01% +688 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,688 $318K 0.04% -19 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,683 $317K 0.02% +789 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 2,683 $317K 0.17% -871 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,643 $313K 0.01% +1,717 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,637 $312K 0.01% -4,303 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,611 $309K 0.06% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,591 $307K 0.02% +13 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,584 $306K 0.12% -22 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,567 $304K <0.01% +149 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,558 $303K 0.03% new 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,543 $301K 0.01% 0 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,619 $301K 0.01% -4,312 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,542 $301K 0.05% -2,586 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,532 $300K 0.03% -110 13F-HR Timeline