BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,469 $632K <0.01% +1,483 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,467 $631K 0.01% -1,567 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,463 $630K 0.02% +1,666 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,451 $627K 0.16% +317 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,442 $625K 0.06% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,423 $620K 0.07% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,413 $618K 0.55% +705 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,365 $605K 0.19% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,356 $603K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,345 $600K 0.01% -53 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,343 $600K 0.01% +736 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,337 $598K 0.05% -71 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,334 $597K 0.08% -147 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,235 $596K 0.2% +110 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,325 $595K 0.16% +23 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,321 $594K 0.07% +158 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,318 $593K <0.01% -774 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,312 $591K 0.21% +85 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,294 $587K 0.01% +83 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,247 $575K 0.02% -1,111 13F-HR Timeline Group Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 2,200 $563K 0.51% 0 13F-HR Timeline LDR Capital Management LLC More: the full row for LDR Capital Management LLC 2,193 $561K 0.65% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,186 $559K 0.32% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,185 $559K 0.14% -793 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,178 $557K 0.01% -80 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,168 $555K 0.19% +784 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,162 $553K 0.01% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,152 $550K 0.01% -512 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,136 $547K <0.01% new 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 2,132 $546K 0.02% +145 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,122 $543K 0.09% +430 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,100 $537K 0.03% -531 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,099 $537K 0.01% +443 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,086 $534K 0.01% +474 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,081 $532K 0.02% -372 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,079 $532K 0.43% +233 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,059 $527K 0.03% +159 13F-HR Timeline Group Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,015 $515K 0.2% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,012 $515K <0.01% -35 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,000 $512K 0.08% 0 13F-HR Timeline III Capital Management More: the full row for III Capital Management 2,000 $512K 0.13% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,999 $512K 0.03% +299 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,975 $505K 0.03% +909 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,965 $503K 0.07% -7 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,921 $492K <0.01% -8 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 1,918 $491K 0.01% 0 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,916 $490K 0.01% +109 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,900 $486K 0.02% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,900 $485K <0.01% -596 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,891 $484K 0.01% -36 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,670 $480K 0.03% -27 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,863 $477K 0.16% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 1,858 $475K 0.02% -4,902 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,837 $470K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,835 $470K +787 Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,803 $461K 0.05% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,793 $459K 0.11% -1 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,792 $458K 0.01% +62 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,785 $457K 0.02% -7 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,779 $455K <0.01% -67 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,770 $453K 0.14% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,756 $449K 0.04% -125 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,744 $446K 0.22% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,676 $445K 0.01% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,734 $444K 0.01% +845 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 1,725 $441K 0.06% +98 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,724 $441K 0.62% -47 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,716 $439K 0.2% -6,097 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,705 $436K 0.17% +108 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,702 $436K 0.05% -356 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,697 $434K 0.03% -238 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,692 $433K 0.01% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,682 $430K 0.02% +22 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,676 $429K 0.01% -8 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,673 $428K 0.03% -36 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,666 $426K 0.11% +50 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,661 $425K <0.01% +79 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,655 $423K 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,651 $422K <0.01% +669 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,647 $421K 0.07% -182 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,644 $421K 0.16% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,635 $418K 0.01% -15 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,634 $418K 0.14% -3 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,632 $418K 0.08% +4 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,534 $415K 0.01% -221 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,615 $413K 0.04% -323 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,608 $411K <0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,681 $411K 0.1% +4,398 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,600 $409K 0.37% new 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) 1,600 $409K 0.01% +153 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,593 $408K <0.01% +545 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,590 $407K <0.01% -1 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,586 $406K 0.09% -8 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,584 $405K <0.01% +379 13F-HR/A Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,582 $405K 0.21% +205 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,565 $400K 0.03% -102 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,560 $399K 0.02% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,552 $397K 0.08% new 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,547 $396K 0.03% +225 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,545 $395K 0.3% -464 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,545 $395K 0.02% +331 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,537 $393K 0.03% -223 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,521 $389K 0.01% -21 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,512 $387K 0.07% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,508 $386K 0.14% 0 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,501 $384K 0.03% +211 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,497 $383K 0.02% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,495 $383K 0.15% +405 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,494 $382K 0.02% +70 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,489 $381K 0.08% -79 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,473 $377K 0.03% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,469 $376K 0.05% +82 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,469 $376K 0.01% +115 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,403 $376K 0.18% -205 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,465 $375K 0.01% -205 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,434 $367K 0.02% +19 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,431 $366K 0.02% +243 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,430 $366K 0.02% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,424 $364K 0.04% +118 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,366 $364K 0.03% -59 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,401 $358K 0.22% -1,240 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,400 $358K 0.01% +186 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,398 $358K <0.01% +222 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,391 $356K 0.04% -84 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,385 $355K 0.02% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,371 $351K 0.11% -247 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,356 $347K 0.09% -65 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,343 $344K 0.01% +832 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,335 $342K 0.01% +7 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,329 $340K 0.01% +228 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,329 $340K 0.02% -58 13F-HR/A Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,319 $338K 0.14% new 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,305 $334K 0.02% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,300 $333K 0.11% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,292 $331K 0.1% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,277 $327K 0.01% +299 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,273 $326K 0.03% -25 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 1,269 $325K 0.01% -37 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,267 $324K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,254 $321K <0.01% +102 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,252 $320K 0.04% -62 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,251 $320K 0.06% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,250 $320K 0.08% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,244 $318K 0.15% +11 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,238 $317K 0.02% -49 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,360 $315K 0.01% +1 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,231 $315K 0.05% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,210 $310K <0.01% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,206 $309K 0.02% -9 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,185 $303K 0.03% -1,302 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,166 $298K 0.02% -236 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,166 $298K 0.01% -47 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,156 $296K <0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,156 $296K 0.01% +276 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,150 $294K 0.12% 0 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,146 $293K 0.05% +55 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,139 $291K <0.01% -2 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,138 $291K <0.01% +55 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 1,133 $290K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,120 $287K 0.02% +38 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,112 $285K 0.07% -46 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,104 $283K 0.04% -44 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,105 $283K 0.02% -61 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,105 $283K 0.01% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,100 $281K 0.11% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,096 $280K 0.03% +7 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,093 $280K 0.04% +1,091 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,090 $279K 0.01% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,087 $278K 0.05% +99 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,083 $277K 0.01% -2,075 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,080 $276K 0.02% +75 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,069 $274K 0.04% +8 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,022 $271K 0.01% +4 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 1,060 $271K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,055 $270K <0.01% -47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,045 $267K 0.02% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,044 $267K 0.01% -159 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,039 $266K 0.15% -50 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,038 $266K 0.04% -1,754 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,033 $264K <0.01% -641 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,028 $263K 0.03% +97 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,022 $262K 0.06% +60 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,018 $260K 0.03% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,017 $260K <0.01% +183 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,011 $259K 0.01% -10 13F-HR Timeline American Trust More: the full row for American Trust 1,008 $258K 0.02% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,003 $257K 0.04% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,000 $256K <0.01% 0 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,000 $256K 0.02% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,000 $256K 0.04% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 995 $255K 0.03% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 995 $255K 0.08% new 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 994 $254K 0.06% -73 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 990 $253K 0.09% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,096 $253K <0.01% -2,283 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 979 $251K 0.16% +21 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 970 $250K 0.03% -21 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 973 $249K <0.01% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 970 $248K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 960 $246K 0.01% +29 13F-HR Timeline