IFP Advisors, Inc More: the full row for IFP Advisors, Inc 258,511 $23.1M 0.66% -6,975 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 256,256 $22.9M 6.93% -240,507 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 255,937 $22.9M <0.01% -594,944 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 255,690 $22.9M 2.89% +1,414 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 251,327 $22.5M 0.02% +147,246 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 249,200 $22.3M 0.13% -56,300 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 248,182 $22.2M 0.81% +5,459 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 248,064 $22.2M 0.6% +13,274 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 246,722 $22.1M 6.36% +3,077 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 246,446 $22M 0.38% +2,002 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 245,846 $22M 1.89% -135,346 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 242,856 $21.7M 2.15% -2,967 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 242,370 $21.7M 0.14% +5,264 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 240,528 $21.5M 2.53% -2,761 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 240,511 $21.5M 7.28% -1,603 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 236,665 $21.2M 0.22% -504 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 236,248 $21.1M 5.13% +9,032 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 235,399 $21M 0.23% +8,631 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 228,405 $20.4M 0.02% +7,199 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 224,663 $20.1M 3.49% -4,912 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 224,482 $20.1M 2.19% +77,162 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 222,416 $19.9M 0.21% +166,691 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 222,345 $19.9M 0.24% +17,676 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 219,482 $19.6M 0.1% +137,148 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 217,648 $19.5M 1.33% +12,833 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 215,861 $19.3M 0.39% -860 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 212,897 $19M 0.26% 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 212,550 $19M 11.35% +7,680 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 200,970 $18M 3.71% -4,000 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 198,521 $17.7M 0.14% -10,036 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 197,805 $17.7M 0.04% +16,458 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 196,227 $17.5M 0.26% -75,857 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 196,140 $17.5M 1.83% -1,361 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 195,892 $17.5M 0.12% +4,425 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 195,724 $17.5M 6.25% +10,587 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 192,947 $17.2M 0.11% -61,643 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 188,512 $16.9M 0.22% +182,160 13F-HR Timeline Group Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 188,431 $16.8M 0.78% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 188,315 $16.8M 0.13% +319 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 185,702 $16.6M 0.01% -162,775 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 184,400 $16.5M 0.03% -111,100 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 180,816 $16.2M 0.22% -14,428 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 180,477 $16.1M 1.62% +1,798 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 180,414 $16.1M -253,733 Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 179,683 $16.1M 1.26% -5,862 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 178,182 $15.9M 0.39% -148,517 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 178,000 $15.9M 0.26% -7,330 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 177,847 $15.9M 0.25% -976 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 177,338 $15.9M 13.68% +84,147 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 177,314 $15.9M 3.47% -10,483 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 176,372 $15.8M 1.46% -3,711 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 176,251 $15.8M 0.67% +5,932 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 175,408 $15.7M 1.51% +2,599 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 175,396 $15.7M 0.07% +120,199 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 174,798 $15.6M 0.77% -35,429 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 173,959 $15.6M 5.33% +6,756 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 173,260 $15.5M 0.98% +1,814 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 172,345 $15.4M 0.56% -8,268 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 171,930 $15.4M 0.05% +11,686 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 171,812 $15.4M 0.08% +24,727 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 171,419 $15.3M 1.52% -33,341 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 171,159 $15.3M 6.9% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 169,398 $15.1M 0.38% +25,636 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 166,184 $14.9M 0.21% -318 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 165,959 $14.8M 0.7% -2,533 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 165,281 $14.8M 6.11% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 164,655 $14.7M 0.18% +2,513 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 163,867 $14.6M 0.87% -2,261 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 161,299 $14.4M 0.16% -2,090 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 160,000 $14.3M 6.65% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 159,955 $14.3M 3.73% 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 159,456 $14.3M 5.87% +58,566 13F-HR Timeline ANB BANK More: the full row for ANB BANK 157,964 $14.1M 6.34% -17,319 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 157,049 $14M 0.22% -2,034 13F-HR/A Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 156,356 $14M 0.17% new 13F-HR/A Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 155,286 $13.9M 0.2% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 155,000 $13.9M 0.56% +127,437 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 154,078 $13.8M 1.42% +133,809 13F-HR Timeline Group ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 152,228 $13.6M 5.22% +64,053 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 152,095 $13.6M 0.01% +97,100 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 151,682 $13.6M 1.46% -23,782 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 151,470 $13.5M 0.9% -1,044 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 149,683 $13.4M 1.14% -4,410 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 149,645 $13.4M 3.39% +104,950 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 148,032 $13.2M 0.28% +30,713 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 147,879 $13.2M 3.27% -1,528 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 147,085 $13.1M 0.51% -2,813 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 147,564 $13.1M 0.1% +6,048 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 146,051 $13.1M 0.42% +1,832 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 145,891 $13M 4.51% -6,342 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 145,640 $13M 0.3% -945 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 144,643 $12.9M 1.67% -61,140 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 144,591 $12.9M 2.38% -1,421 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 144,339 $12.9M 3.37% +13,936 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 143,606 $12.8M 7.1% +7,807 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 143,148 $12.8M 12.31% +498 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 141,392 $12.6M 2.47% -141 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 140,807 $12.6M 0.57% +12,521 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 140,595 $12.6M 0.29% +2,777 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 140,465 $12.6M 0.45% -5,964 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 140,387 $12.5M 0.79% +113,140 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 140,298 $12.5M 0.63% -1,774 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 139,938 $12.5M 0.43% -7,008 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 139,919 $12.5M 0.48% -19,341 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 139,082 $12.4M 3.04% +3,001 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 138,532 $12.4M 1.18% -3,088 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 138,128 $12.3M 1.41% +62,525 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 138,036 $12.3M 0.71% -6,258 13F-HR Timeline EQ LLC More: the full row for EQ LLC 137,596 $12.3M 4.77% +6,333 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 136,922 $12.2M 0.27% +104,452 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 134,760 $12M 0.27% +3,977 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 134,649 $12M <0.01% +2,321 13F-HR Timeline Group AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 134,602 $12M 2.24% +1,636 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 134,066 $12M 0.34% +2,026 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 131,866 $11.8M 0.32% +50,587 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 131,472 $11.8M 7.56% -1,144 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 130,842 $11.7M 0.06% +21,470 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 130,800 $11.7M 0.11% +28,118 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 130,550 $11.7M 0.1% +5,292 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 130,205 $11.6M 0.35% +8,242 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 130,000 $11.6M 0.09% 0 13F-HR/A Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 129,975 $11.6M 3.77% -1,000 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 129,501 $11.6M 0.45% +11,889 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 128,104 $11.5M 8.52% 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 126,545 $11.3M 5% +895 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 126,517 $11.3M 0.1% +121,177 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 126,200 $11.3M <0.01% +78,550 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 126,189 $11.3M 1.6% +37,291 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 125,890 $11.3M 2.6% +1,136 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 124,387 $11.2M 4.96% +4,061 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 123,553 $11M 2.34% -222 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 122,617 $11M 0.78% -1,558 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 122,045 $10.9M 0.38% -4,636 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 121,950 $10.9M 3.63% +80,591 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 121,206 $10.8M 0.05% +884 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 120,856 $10.8M 0.19% +6,385 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 119,766 $10.7M 0.48% -6,520 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 119,201 $10.7M 2.61% -656 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 119,130 $10.6M 4.39% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 118,652 $10.6M 0.58% -82,383 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 117,998 $10.5M 8.51% -6,429 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 117,880 $10.5M 3.62% +4,205 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 117,662 $10.5M 0.37% +1,223 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 117,493 $10.5M 0.23% +617 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 117,308 $10.5M 0.73% -11,633 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 117,308 $10.5M 0.33% -2,925 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 116,082 $10.4M 4.41% -662 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 115,897 $10.4M 0.05% +20,528 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 115,649 $10.3M 2.11% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 115,023 $10.3M 1.56% -4,000 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 114,781 $10.3M 5.52% +3,239 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 114,745 $10.3M 7.4% +7,065 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 114,003 $10.2M 0.14% -3,731 13F-HR Timeline Group COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 112,831 $10.1M 8.52% +1,527 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 112,772 $10.1M 6.28% +2,577 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 112,516 $10.1M 6.01% -150 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 112,303 $10M 7.23% +3,873 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 111,796 $9.99M 0.02% -222,261 13F-HR/A Timeline Group IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 110,640 $9.89M 4.81% +2,659 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 110,168 $9.85M 0.87% +3,140 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 109,892 $9.82M 2.94% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 109,774 $9.81M 1.41% +16,436 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 109,156 $9.76M 1.29% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 108,823 $9.73M 1.3% +318 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 108,709 $9.72M 3.36% +12,807 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 108,293 $9.68M 2.17% +226 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 108,207 $9.67M 0.17% -2,457 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 107,844 $9.64M 4.69% +42,718 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 107,386 $9.6M 0.36% +4 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 107,552 $9.57M 1.37% -2,937 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 107,000 $9.56M 5.34% 0 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 106,037 $9.48M 1.43% -2,574 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 105,761 $9.45M 0.43% +36,578 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 105,645 $9.44M 1.48% -2,051 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 105,244 $9.41M 1.54% -40,282 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 104,876 $9.37M 0.24% -36 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 104,694 $9.36M 0.21% +16,847 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 104,120 $9.31M 0.19% +75,169 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 104,039 $9.3M 2.45% -2,299 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 103,511 $9.25M 0.72% -594 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 103,492 $9.25M 4.66% -4,130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 103,255 $9.23M 0.98% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 103,230 $9.23M 0.34% +271 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 111,643 $9.21M 4.65% +114 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 102,857 $9.19M 0.91% +8,105 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 102,393 $9.15M 1.78% -1,821 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 102,204 $9.14M 3.6% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 102,086 $9.13M 1.13% new 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 101,995 $9.12M 3.86% -5,733 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 101,381 $9.06M 2.01% +1,839 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 101,140 $9.04M 0.15% -1,086 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 99,990 $8.94M 2.55% +35,985 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 99,915 $8.93M 3.51% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 99,808 $8.92M 0.28% +44,038 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 99,540 $8.9M 0.05% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 98,727 $8.83M 3.02% -12,380 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 98,506 $8.81M 2.36% -8,799 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 98,435 $8.8M 0.14% +41,232 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 98,274 $8.78M 1.5% -201 13F-HR/A Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 98,049 $8.76M 2.2% +2,372 13F-HR Timeline