ING GROEP NV More: the full row for ING GROEP NV 15,494 $1.14M 0.01% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 15,479 $1.14M 0.01% -30,818 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 15,338 $1.13M 0.06% +961 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,198 $1.11M 0.01% +1,851 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,105 $1.11M 0.01% +2,250 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,074 $1.11M 0.01% -29 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 15,039 $1.1M 0.03% +314 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 15,010 $1.1M 0.26% +3,000 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,958 $1.1M 0.01% +532 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 14,888 $1.09M 0.01% +750 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 14,867 $1.09M 0.09% 0 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 14,738 $1.08M 0.48% +14,098 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 14,728 $1.08M 0.03% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 14,667 $1.08M 0.45% -150 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 14,643 $1.07M 0.8% -89 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 14,549 $1.07M 0.03% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,494 $1.06M 0.01% +450 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 14,483 $1.06M 0.29% +7,038 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 14,463 $1.06M 0.12% +388 13F-HR/A Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 14,300 $1.05M 0.19% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 14,286 $1.05M 0.11% -134 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 14,259 $1.05M 0.13% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 14,184 $1.04M 0.09% -90 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 14,162 $1.04M 0.57% +1,072 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 14,068 $1.03M 0.09% -6,423 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 13,997 $1.03M 0.36% +25 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 13,962 $1.02M 0.48% -333 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 13,787 $1.01M 0.33% +611 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,771 $1.01M 0.03% -275 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 13,769 $1.01M 0.03% -8,051 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 13,655 $1M 0.02% +483 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,578 $996K 0.04% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 13,516 $991K 0.13% -4,580 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 13,462 $987K 0.02% +1,182 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 13,381 $981K 0.27% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 13,365 $980K 0.02% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 13,268 $973K 0.55% -350 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 13,211 $969K 0.09% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 15,150 $969K 0.56% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,182 $967K 0.08% -315 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,154 $965K 0.04% +551 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,742 $965K 0.02% +227 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 13,109 $962K 0.06% +1 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,056 $958K 0.01% +49 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 13,000 $954K 0.12% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 12,963 $951K 0.1% -1,967 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,950 $950K 0.02% -394 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 12,944 $949K 0.08% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 12,942 $949K 0.17% -55,156 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,924 $948K -446 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,912 $947K 0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 12,821 $940K 0.87% -5,656 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 12,811 $940K 0.08% +6,583 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 12,787 $938K 0.02% 0 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 12,699 $931K 0.57% +23 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,674 $930K 0.02% +74 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,651 $928K 0.05% 0 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 12,565 $922K 0.3% -21 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12,560 $921K 0.06% +1,906 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 12,542 $920K 0.12% -295 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 12,524 $919K 0.4% +10 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,522 $918K 0.23% -415 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 16,989 $917K 0.02% +847 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 12,488 $916K 0.07% -122 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12,457 $914K <0.01% +1,095 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,435 $912K 0.01% +157 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,951 $910K 0.02% -367 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 12,400 $910K 0.18% -158 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,396 $909K 0.01% +727 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 12,321 $904K 0.29% -688 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,232 $897K 0.02% -195 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12,172 $893K 0.03% +1,928 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 12,143 $891K 0.03% +96 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12,020 $882K 0.01% -685 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 12,017 $881K 0.17% -29 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 12,000 $880K 0.2% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 15,618 $879K 0.01% 0 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 11,966 $878K 0.05% +15 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,957 $877K 0.08% -18,035 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,892 $872K 0.07% +24 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,885 $872K 0.04% -80 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,839 $868K 0.02% +24 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 11,828 $868K 0.02% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 11,813 $866K 0.08% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,807 $866K 0.01% -1,388 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 11,797 $865K <0.01% -21,303 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,746 $862K 0.03% +941 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,743 $861K 0.02% +80 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,669 $856K 0.02% -209 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 11,596 $851K 0.15% +700 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 11,507 $844K 0.28% +1 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 11,458 $840K 0.36% +6 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,452 $840K 0.02% +273 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 11,300 $829K 0.55% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,922 $824K 0.02% +3,654 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,226 $823K 0.14% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,219 $823K <0.01% -235 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 11,214 $823K 0.11% +773 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 11,161 $819K 0.07% -172 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,098 $814K <0.01% +5,592 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,159 $814K 0.05% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 11,050 $810K 0.18% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 11,046 $810K 0.09% +47 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 11,016 $808K 0.01% +824 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 10,965 $805K <0.01% +245 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 10,917 $801K 0.02% +3,205 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,845 $795K 0.08% -500 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,790 $791K 0.08% -150 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 10,782 $791K 0.4% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,782 $791K 0.01% +78 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,776 $790K 0.03% +878 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 10,743 $788K 0.48% -7,876 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,672 $783K 0.04% +96 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10,530 $772K 0.24% -2,253 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,473 $769K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,477 $768K 0.01% +287 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 10,449 $766K 0.17% +7,968 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 10,394 $762K 0.01% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 10,314 $757K 0.08% new 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,301 $756K 0.35% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10,264 $753K 0.07% 0 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 10,229 $750K 0.02% -8,104 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,183 $747K 0.01% +161 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 10,178 $747K 0.33% -1,342 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 10,157 $745K 0.22% -2,072 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,117 $742K 0.04% +27 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 10,054 $737K 0.01% -10,398 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 10,000 $734K 0.16% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 9,925 $728K 0.1% -355 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) 9,922 $728K 0.02% +560 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,910 $727K 0.02% +374 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,904 $726K 0.07% -455 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9,804 $719K 0.14% -65 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,803 $719K 0.04% +678 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 9,764 $716K 0.19% -145 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,738 $714K 0.21% +1 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,727 $714K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,725 $713K 0.07% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,000 $711K 0.09% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 9,681 $710K 0.08% -444 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,663 $709K 0.02% -127 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,656 $708K 0.02% -290 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 9,633 $707K 0.09% 0 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 9,600 $704K 0.47% +100 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 9,594 $704K 0.06% +3 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,587 $703K 0.01% +612 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,511 $698K 0.03% +3,053 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,489 $696K 0.01% +1,087 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 9,387 $689K 0.22% +1 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,328 $684K 0.06% +132 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,304 $682K 0.04% -271 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 9,291 $682K 0.01% +4,137 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 9,253 $679K 0.07% -49 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,239 $678K 0.05% +988 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,203 $675K 0.01% +3,258 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,201 $675K 0.06% -268 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 9,171 $673K 0.1% -509 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,064 $665K 0.01% -42 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,026 $662K 0.04% -541 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,976 $658K 0.04% -630 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 8,969 $658K 0.03% -5 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 8,933 $655K <0.01% +1,181 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 8,933 $655K 0.06% +76 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,512 $653K 0.01% +233 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 8,890 $652K 0.15% +985 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,885 $652K 0.03% +2,888 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,872 $651K 0.05% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,823 $647K <0.01% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,811 $646K 0.02% -1,544 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 8,768 $643K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,707 $639K 0.01% +819 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 8,700 $638K 0.16% +4,329 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,688 $637K 0.04% +126 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 8,596 $631K 0.15% +13 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,586 $630K 0.02% +1,203 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 8,578 $629K 0.09% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,518 $625K 0.07% 0 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,500 $623K 0.03% +33 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,492 $623K 0.02% +1,250 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,439 $619K 0.01% +9 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,390 $616K 0.01% +976 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,369 $614K <0.01% -286 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 8,361 $613K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,348 $612K 0.01% +575 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,311 $610K 0.01% +1,037 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 8,304 $609K 0.1% -250 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 8,285 $608K 0.16% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,256 $606K 0.04% -4,581 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 8,238 $604K -629 Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 8,223 $603K 0.27% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,187 $601K 0.03% +1,409 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 11,256 $595K 0.24% 0 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 8,106 $595K 0.04% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,081 $593K 0.01% -1,496 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,064 $591K 0.01% -119 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,056 $591K 0.04% -157 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,506 $590K 0.35% +76 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 7,986 $586K 0.04% new 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,981 $585K 0.06% +61 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,909 $580K 0.02% -3,698 13F-HR Timeline