Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,443 $548K 0.13% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,426 $544K 0.03% -50 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,415 $542K 0.01% +235 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,414 $541K 0.01% +114 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,396 $537K 0.04% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,388 $536K 0.01% -580 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,375 $533K 0.07% +2 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,374 $532K 0.01% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,369 $531K 0.03% -206 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,368 $531K 0.09% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,366 $531K 0.01% -3 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,334 $523K 0.05% -33 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,333 $523K 0.1% -5,386 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,327 $522K 0.11% -31 13F-HR Timeline City State Bank More: the full row for City State Bank 2,319 $520K 0.12% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,312 $519K 0.08% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,279 $511K 0.05% +110 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,278 $511K 0.2% -10 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,264 $508K <0.01% -6 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,261 $507K 0.01% -1,292 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,247 $504K <0.01% 0 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,233 $501K 0.11% +2 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,232 $501K 0.01% -32 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,186 $490K 0.04% 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,181 $489K 0.12% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,177 $488K 0.01% +1 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,174 $488K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,160 $485K 0.01% +35 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2,153 $483K <0.01% +11 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,151 $482K 0.27% -1,169 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,270 $480K 0.05% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,137 $479K 0.01% +10 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,133 $478K 0.03% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,128 $477K 0.06% 0 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 2,121 $476K 0.01% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,118 $475K 0.01% -12 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,118 $475K 0.01% -50 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,104 $472K <0.01% +1,127 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,099 $471K 0.3% +5 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,100 $471K <0.01% +371 13F-HR/A Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 2,100 $471K 0.11% -9,300 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,079 $466K 0.14% +1,786 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,051 $460K 0.02% +923 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,049 $460K 0.06% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,045 $459K 0.04% +700 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,044 $458K 0.03% -2,520 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,043 $458K 0.03% 0 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 2,036 $457K 0.37% -51 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,033 $456K 0.05% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,029 $455K 0.01% +41 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,014 $452K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,013 $452K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,252 $446K 0.01% +111 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,977 $443K 0.02% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,972 $442K 0.01% +71 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,967 $441K 0.03% +52 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,966 $441K <0.01% -104 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,944 $436K 0.01% -65 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,904 $427K 0.01% +458 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,897 $425K 0.08% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,896 $425K 0.02% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,895 $425K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,885 $423K 0.02% -28 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,871 $420K 0.01% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,863 $418K 0.02% +191 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,990 $415K 0.03% 0 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,847 $414K 0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,843 $413K <0.01% +18 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,842 $413K 0.07% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,834 $411K 0.11% -207 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,834 $411K 0.04% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,828 $410K 0.05% -526 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,823 $409K 0.09% -250 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,820 $408K 0.15% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,790 $402K 0.03% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,792 $401K 0.01% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 1,786 $401K 0.37% -800 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,782 $400K 0.03% -23 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 1,750 $392K 0.1% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,835 $388K 0.01% +72 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,730 $388K 0.1% -158 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,708 $383K 0.04% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,708 $383K 0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,703 $382K 0.03% +92 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,702 $382K 0.03% +216 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 1,700 $381K 0.07% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,696 $380K 0.01% +32 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,685 $378K 0.01% +304 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,683 $377K 0.03% 0 13F-HR Timeline Group SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,674 $375K 0.13% -138 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,673 $375K <0.01% -193 13F-HR Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,672 $375K 0.04% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,662 $373K 0.02% -237 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,662 $373K 0.04% +307 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,654 $371K 0.08% +4 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,642 $368K 0.12% -4 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,640 $368K 0.07% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,640 $368K 0.05% -756 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,640 $368K <0.01% -937 13F-HR/A Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,635 $367K 0.16% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,625 $364K 0.02% -14 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,624 $364K <0.01% -7 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,620 $363K 0.02% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,612 $362K 0.13% +7 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,610 $361K 0.17% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,609 $361K 0.02% -32 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,600 $359K 0.07% -350 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,597 $358K 0.05% +34 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,594 $358K 0.01% -5 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,591 $357K 0.15% -108 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,573 $353K 0.02% -76 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,568 $352K <0.01% -10 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,561 $350K 0.01% -412 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,556 $349K 0.01% +40 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,556 $349K 0.06% -16 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,337 $345K <0.01% -57 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,588 $341K <0.01% +4 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,517 $340K 0.01% -12 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,511 $339K 0.19% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,506 $338K 0.05% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,504 $337K 0.02% +4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,503 $337K <0.01% 0 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,498 $336K 0.17% -10,303 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,495 $335K 0.03% +1 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,488 $334K 0.02% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,487 $334K 0.08% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,484 $333K 0.02% -18 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,481 $332K 0.02% +675 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,474 $331K 0.06% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,473 $330K <0.01% +116 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,466 $329K 0.4% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,453 $326K 0.01% +29 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,659 $325K <0.01% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,450 $325K 0.03% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,450 $325K 0.06% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,448 $325K 0.01% -796 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,443 $324K <0.01% +121 13F-HR Timeline PFA Pension, Forsikringsaktieselskab More: the full row for PFA Pension, Forsikringsaktieselskab 1,427 $320K <0.01% -124,047 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,424 $319K 0.04% +231 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,417 $318K 0.02% +110 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,416 $318K 0.25% -264 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,400 $314K 0.04% -10 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,397 $313K 0.01% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $310K 0.07% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,376 $309K <0.01% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,375 $308K 0.05% +388 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,370 $307K <0.01% +3 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,362 $305K 0.02% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,361 $305K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,361 $305K 0.01% +3 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,359 $305K <0.01% -46 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,350 $303K 0.01% 0 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 1,344 $301K 0.03% +1 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,341 $301K 0.01% -29 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,340 $301K 0.03% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,340 $301K 0.19% +48 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,330 $298K 0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,330 $298K 0.02% +138 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,317 $295K 0.05% +95 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,312 $294K 0.03% -5 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,309 $294K 0.09% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,306 $293K 0.01% +37 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,297 $291K 0.08% +922 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,296 $291K 0.01% +110 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,295 $290K 0.08% new 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 1,295 $290K 0.06% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,291 $290K 0.04% +16 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,279 $287K 0.01% -49 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,272 $285K 0.01% +1 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,270 $285K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,263 $283K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,259 $283K 0.01% -46 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,257 $282K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,250 $280K <0.01% -58 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,250 $280K 0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,250 $280K 0.08% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,244 $279K 0.03% +95 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,240 $278K 0.01% -111 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 1,234 $277K 0.04% +20 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,231 $276K 0.11% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,227 $276K 0.04% 0 13F-HR Timeline Group NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,224 $275K 0.01% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,212 $272K 0.06% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,208 $271K 0.01% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,202 $270K 0.01% -1,835 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,201 $269K <0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,231 $269K 0.01% -2,119 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,192 $267K 0.01% +15 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,188 $266K 0.02% -218 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,179 $264K 0.06% 0 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 1,178 $264K 0.13% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,172 $263K <0.01% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,170 $262K 0.17% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,168 $262K 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,165 $261K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,164 $261K <0.01% -34 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,145 $257K 0.05% +1 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,140 $256K 0.07% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,136 $255K <0.01% -90 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,131 $254K <0.01% +39 13F-HR Timeline