Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 5,575 $896K 0.89% 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. 5,537 $890K 0.06% new 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,512 $886K 0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,509 $886K 0.12% 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,500 $884K 0.14% 0 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 5,479 $881K 0.03% +100 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,449 $876K <0.01% -504 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5,431 $873K 0.01% +2,080 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,418 $871K 0.21% -117 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 5,391 $867K 0.03% +832 13F-HR Timeline Group Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,369 $863K 0.31% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,318 $855K <0.01% +601 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 5,230 $841K 0.72% -1,110 13F-HR Timeline Turas Capital Management LP More: the full row for Turas Capital Management LP 5,200 $836K 0.28% 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 5,031 $824K <0.01% -40 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,115 $822K 0.04% -8,651 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 5,033 $812K 0.21% +11 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,033 $809K 0.01% 0 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,028 $808K 0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,013 $806K 0.03% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,997 $804K 0.01% -1,779 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,963 $798K 0.1% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,879 $784K <0.01% +2,694 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,865 $782K 0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,783 $769K 0.02% new 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 4,767 $766K <0.01% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,721 $759K 0.23% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,701 $756K new Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,698 $755K <0.01% -11,735 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,671 $751K 0.23% new 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 4,670 $751K <0.01% -5 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,670 $751K 0.03% -671 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,666 $750K 0.53% -2,464 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,657 $748K <0.01% -681 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,644 $747K 0.02% +19 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,604 $740K <0.01% +2,041 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,593 $738K 0.02% +427 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,568 $734K <0.01% +357 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,541 $730K 0.06% -1,406 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 4,522 $727K 0.61% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,511 $725K 0.06% +1,036 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,497 $723K 0.34% -54 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,480 $720K 0.02% -8,484 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,357 $700K 0.02% +1,007 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,335 $697K 0.02% -967 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 4,318 $694K 0.26% -2,583 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,296 $691K 0.02% 0 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,293 $690K 0.17% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,243 $682K 0.12% -1,751 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,236 $681K 0.01% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,237 $681K 0.27% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,233 $680K 0.01% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,231 $680K 0.03% -172 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,199 $675K 0.5% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,194 $674K <0.01% +2,013 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 4,182 $672K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,108 $663K 0.03% +69 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 4,000 $643K 0.02% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,991 $642K 0.03% -219 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,962 $637K 0.13% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,871 $622K 0.24% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,855 $620K 0.01% -693 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,827 $615K 0.07% +30 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,826 $615K 0.12% new 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 3,798 $611K <0.01% +386 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,792 $610K 0.01% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,789 $609K <0.01% 0 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,740 $601K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,714 $597K 0.01% +23 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,682 $592K 0.01% +120 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,673 $590K 0.01% +1,835 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,645 $586K 0.01% -503 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,619 $582K 0.02% +151 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 3,619 $582K 0.04% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,616 $581K <0.01% +1,470 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,580 $576K 0.02% 13F-HR/A Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,560 $574K 0.05% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,538 $573K 0.01% -1,883 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,514 $565K 0.06% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,471 $558K <0.01% +1,365 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,453 $555K <0.01% +1,616 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,416 $549K 0.02% -983 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,407 $548K 0.03% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,380 $543K 0.34% -674 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,358 $540K 0.15% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,310 $532K 0.02% -468 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,276 $527K 0.19% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,200 $516K 0.04% 0 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 3,167 $509K 0.5% 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,156 $507K 0.02% -2,421 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,148 $506K <0.01% -101,101 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,142 $505K 0.06% +227 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,131 $503K <0.01% -1,591 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,127 $503K 0.01% -265 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,118 $501K 0.01% -100 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,116 $501K 0.01% -142 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,113 $500K 0.01% -65 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,065 $493K <0.01% -190 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,057 $492K 0.11% -1,204 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,030 $487K 0.36% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,998 $482K 0.15% -1,451 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,972 $478K 0.02% +630 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 2,955 $475K 0.15% -794 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,897 $466K 0.01% +40 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,896 $466K 0.23% +61 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,858 $459K 0.06% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,848 $458K 0.1% -200 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,847 $458K <0.01% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,841 $457K 0.06% -246 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,813 $456K 0.01% +538 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,830 $455K 0.04% new 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,596 $451K 0.12% -287 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,783 $447K 0.09% -200 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,780 $447K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,778 $447K <0.01% +170 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,758 $443K 0.03% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,691 $433K 0.01% +386 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,673 $430K 0.07% -659 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,657 $427K 0.06% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,618 $421K 0.01% -92 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,600 $418K 0.17% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,065 $414K 0.3% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,542 $411K 0.01% -136 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,544 $409K 0.03% -75 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,533 $409K 0.01% +739 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,525 $406K 0.07% -38 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,512 $404K <0.01% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,488 $400K 0.37% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,473 $398K 0.01% -250 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,437 $392K 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,413 $388K 0.18% -90 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 2,396 $387K 0.01% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,355 $386K 0.02% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,400 $386K 0.04% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,391 $384K 0.01% +2,272 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,376 $382K <0.01% -11 13F-HR Timeline Group Q3 Asset Management More: the full row for Q3 Asset Management 2,372 $381K 0.09% +17 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,369 $381K 0.02% +528 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,363 $380K <0.01% -45 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,352 $378K 0.15% -33 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,351 $378K 0.05% -1,019 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,339 $376K 0.13% -4,452 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,326 $374K 0.05% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,314 $372K 0.02% +2,299 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,312 $372K 0.02% -93 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,298 $369K 0.03% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,286 $367K 0.01% -743 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,271 $367K 0.12% -926 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,236 $359K <0.01% new 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 2,224 $358K <0.01% +15 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,205 $354K 0.12% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,164 $348K 0.15% +12 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,129 $342K 0.01% -5 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,124 $342K <0.01% -102 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,120 $341K <0.01% -203 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) 2,112 $340K 0.01% +137 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,109 $339K 0.05% -80 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,075 $334K 0.05% +11 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,061 $331K 0.01% -436 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,053 $330K 0.04% 0 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 2,006 $322K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,003 $322K <0.01% +1 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,989 $320K 0.02% new 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,986 $319K 0.02% -1,346 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,976 $319K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,965 $318K 0.01% +1,171 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,975 $318K 0.02% -212 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,969 $317K 0.19% -20 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,950 $313K <0.01% +58 13F-HR Timeline JOSH ARNOLD INVESTMENT CONSULTANT, LLC More: the full row for JOSH ARNOLD INVESTMENT CONSULTANT, LLC 1,930 $310K 0.23% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,883 $303K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,871 $301K 0.03% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,870 $301K <0.01% -211 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,868 $300K 0.01% 0 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 1,848 $297K 0.17% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,813 $291K <0.01% -4 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,781 $286K 0.01% +41 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,766 $284K <0.01% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,764 $284K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,764 $284K 0.01% +238 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,729 $279K 0.25% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,715 $276K <0.01% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,700 $273K 0.13% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,700 $273K <0.01% +59 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,688 $271K 0.01% +921 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. 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