AXS Investments LLC More: the full row for AXS Investments LLC 4,100 $1.04M 0.29% -151 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,079 $1.04M 0.44% +20 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,059 $1.03M 0.01% -239 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,044 $1.03M 0.06% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,014 $1.02M 0.01% +2,900 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,927 $1M 0.6% +5 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,906 $995K +130 Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 3,886 $990K 0.03% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,814 $972K 0.01% -162 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,676 $937K 0.03% new 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,638 $927K 0.03% +1,200 13F-HR/A Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,627 $924K <0.01% -2,853 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,600 $917K 0.06% 0 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,600 $917K 0.3% 0 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 3,575 $911K 0.06% -468 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,564 $908K 0.11% -80 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,550 $905K 0.12% -200 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,496 $891K 0.09% -35 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,416 $871K 0.03% 0 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 3,413 $870K 0.02% -13,495 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,355 $855K 0.11% -64 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,351 $854K 0.02% +75 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 3,322 $847K 0.12% -3,322 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,281 $836K 0.03% +709 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,203 $816K 0.21% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,180 $810K <0.01% +1,660 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,147 $802K 0.01% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,112 $793K 0.37% +176 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. 3,035 $773K 0.08% -1,936 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,034 $773K 0.38% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,026 $771K <0.01% +1,412 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,007 $766K <0.01% +615 13F-HR Timeline Group BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 3,000 $765K <0.01% +100 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,807 $763K <0.01% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,993 $763K 0.01% +2,801 13F-HR Timeline Group Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 2,957 $755K 0.03% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,930 $747K 0.01% +12 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,920 $744K 0.01% -117 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,905 $740K 0.01% -19 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,900 $739K 0.08% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,900 $739K 0.51% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 2,900 $739K 3.01% 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,860 $729K 0.05% +1,470 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,860 $729K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,851 $727K 0.06% +167 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,850 $726K 0.35% -130 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,805 $715K 0.14% +5 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,795 $712K 0.02% +553 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,777 $708K 0.04% +1,800 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,774 $707K 0.01% -96 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 2,753 $702K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,730 $696K 0.25% 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,720 $693K 0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,696 $687K 0.01% -194 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,666 $679K 0.04% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,643 $674K 0.01% +535 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,590 $660K 0.38% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,570 $655K <0.01% 0 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,557 $652K <0.01% -7 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,551 $650K 0.01% -3,304 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,548 $649K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,537 $646K 0.03% +115 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,515 $641K 0.04% +646 13F-HR Timeline Group DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 2,500 $637K 0.48% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,498 $637K <0.01% +279 13F-HR Timeline Group BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,486 $634K 0.02% -90 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,481 $632K 0.04% +1 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,462 $627K 0.02% -2 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,556 $625K 0.03% -22 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,417 $616K <0.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,367 $603K 0.16% +359 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,364 $603K 0.02% 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,362 $602K <0.01% +849 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,354 $600K 0.25% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,315 $590K <0.01% -211,234 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,288 $583K 0.04% +26 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,276 $580K <0.01% +430 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,202 $561K 0.01% +53 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,197 $560K 0.01% -1,201 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,170 $553K 0.03% 0 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 2,142 $546K 0.01% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,100 $535K 0.04% -14 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,087 $532K 0.08% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,002 $510K 0.04% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,000 $510K 0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,998 $509K <0.01% +303 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,975 $503K <0.01% +63 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,933 $493K 0.02% -22 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,942 $491K 0.03% +133 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,927 $491K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,912 $487K 0.06% -1 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,911 $487K 0.04% +902 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,900 $484K 0.04% +300 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,900 $484K 0.1% new 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,880 $479K 0.01% -950 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,878 $479K 0.04% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,865 $475K 0.24% -5 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,860 $474K 0.01% +685 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,854 $472K 0.03% -7,666 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,845 $470K 0.03% 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,830 $466K 0.06% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,805 $460K 0.07% +120 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 1,779 $453K 0.12% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,751 $446K 0.09% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,732 $441K 0.05% -1,487 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,721 $439K 0.01% -144 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,719 $438K 0.01% -99 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,716 $437K 0.01% -5 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,713 $437K 0.04% +306 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,708 $435K 0.03% +13 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,704 $434K 0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,702 $434K <0.01% +37 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,702 $434K 0.18% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,691 $431K 0.01% +13 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,662 $423K 0.21% +12 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,650 $421K 0.07% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,646 $419K <0.01% +437 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,631 $416K 0.01% +29 13F-HR/A Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,628 $415K 0.06% +73 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,612 $411K 0.02% -168 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,595 $406K 0.02% +44 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,585 $404K <0.01% +158 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,569 $400K 0.01% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,540 $392K 0.09% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,515 $386K 0.03% -8,932 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,509 $385K 0.19% +244 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 1,505 $384K 0.02% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,459 $384K 0.03% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,503 $383K 0.06% +206 13F-HR/A Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,500 $382K 0.01% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1,500 $382K 0.24% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,496 $381K 0.04% +1 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,474 $376K 0.02% +25 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,462 $373K 0.02% -21 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,445 $368K 0.02% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,441 $367K 0.01% +760 13F-HR/A Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,440 $367K 0.22% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,428 $364K 0.02% +70 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,425 $363K 0.02% +37 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,413 $360K <0.01% -41 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,399 $357K <0.01% 0 13F-HR Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,399 $357K 0.06% 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,392 $355K 0.01% +122 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,390 $354K 0.02% -37 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,389 $354K 0.12% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,384 $353K <0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,367 $348K 0.02% -37 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,345 $343K 0.01% +16 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,344 $343K <0.01% +278 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,344 $343K 0.01% -13 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,344 $343K 0.3% -1,017 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,340 $342K 0.02% 0 13F-HR/A Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,335 $340K 0.02% -465 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,318 $336K 0.02% +3 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,315 $335K 0.01% -206 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,300 $331K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,316 $330K 0.03% -959,046 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,290 $329K 0.08% -235 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,288 $328K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,280 $326K 0.06% +26 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,257 $320K 0.06% 0 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,253 $319K 0.01% -195 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,238 $316K 0.03% -52 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,234 $314K 0.01% +1 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,212 $309K 0.03% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,208 $308K 0.01% -45 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,186 $302K 0.05% -27 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,186 $302K 0.11% -305 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,164 $297K 0.02% +6 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,164 $297K 0.02% +139 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,164 $297K 0.15% +2 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,158 $296K 0.01% 13F-HR/A Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,158 $295K <0.01% +331 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,146 $292K 0.03% +18 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,124 $286K 0.01% +2 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 1,112 $283K 0.02% -9 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,103 $281K 0.07% -205 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,100 $280K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,094 $279K 0.05% -820 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,094 $279K 0.03% +32 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,089 $278K 0.03% +18 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,071 $273K 0.07% +2 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,066 $272K 0.11% +12 13F-HR/A Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,059 $270K 0.05% -1 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,050 $268K 0.14% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,050 $268K <0.01% +236 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,050 $268K 0.27% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,047 $267K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,046 $266K 0.03% +53 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,044 $266K <0.01% +8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,043 $266K 0.03% +32 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,033 $263K <0.01% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,025 $261K 0.31% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. 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