Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,955 $562K 0.15% -321 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 6,938 $560K 0.11% +127 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,911 $558K 0.01% new 13F-HR/A Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,826 $551K 0.01% +4,482 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,761 $546K 0.11% 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,714 $542K 0.04% -2,135 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,700 $541K 0.02% -3 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,595 $533K 0.02% -177 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,580 $531K <0.01% +1,557 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 6,577 $531K 0.49% 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 6,500 $525K <0.01% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,482 $524K 0.05% -260 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 6,475 $523K 0.02% 0 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,435 $520K <0.01% -25,853 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,353 $513K 0.15% -26 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,333 $511K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,332 $511K 0.01% +500 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 6,165 $498K 0.1% -667 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 6,134 $495K 0.11% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,118 $494K 0.07% +261 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,102 $493K 0.04% +501 13F-HR Timeline Group LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 6,039 $488K 0.02% -295 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 6,039 $488K <0.01% -8,885 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 6,000 $485K 0.05% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 5,973 $482K 0.25% -520 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 5,916 $478K 0.2% -160 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 5,901 $477K 0.04% -30,166 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 5,900 $477K 0.07% -255 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 5,880 $475K 0.06% -3,580 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,791 $468K 0.04% -5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,713 $461K 0.06% +3,374 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,703 $461K 0.02% 0 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,615 $454K 0.04% +1,313 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,608 $453K 0.01% -91 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,569 $449K 0.08% -261 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 5,557 $449K 0.04% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,528 $446K 0.01% -4,043 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,522 $446K 0.02% -975 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,477 $442K 0.02% +1,055 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,460 $441K -1,155 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,438 $439K <0.01% +658 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 5,364 $433K 0.1% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,338 $431K 0.01% -393 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,291 $427K 0.01% +2,123 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,258 $425K 0.01% +271 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,199 $420K 0.08% 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,169 $417K 0.37% -5,154 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,169 $417K 0.12% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,114 $413K 0.01% +101 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,023 $406K 0.01% -86 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 5,013 $405K 0.01% -111 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,002 $404K 0.02% -404 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,923 $398K 0.09% +534 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 4,901 $396K 0.03% -47 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,899 $396K 0.03% +1,508 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,869 $393K 0.06% -95 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,849 $392K 0.01% -463 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,825 $390K 0.1% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,815 $389K 0.02% +653 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,807 $388K 0.05% +7 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,760 $384K 0.01% +457 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,752 $384K 0.11% -100 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,750 $384K 0.06% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,727 $382K 0.26% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,723 $381K 0.02% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,728 $381K 0.02% new 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 4,706 $380K 0.22% +368 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 4,701 $380K 0.06% 0 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 4,653 $376K 0.14% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,612 $372K 0.01% -1,191 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,585 $370K 0.12% +8 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 4,575 $370K 0.07% +10 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,570 $369K 0.06% +1,085 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 4,569 $369K 0.1% +3 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,568 $369K 0.11% +22 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,531 $366K 0.07% -232 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 4,511 $364K 0.03% +2 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 4,505 $364K 0.28% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,482 $362K 0.02% +1,395 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,456 $360K 0.04% +1,396 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,455 $360K 0.17% -30 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,413 $356K 0.02% -2,260 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,399 $355K <0.01% +720 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,424 $354K 0.11% +250 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,314 $348K 0.01% +62 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 4,314 $348K 0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,300 $347K 0.01% new 13F-HR/A Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,255 $344K <0.01% -293 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,200 $339K 0.22% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,185 $338K 0.01% -13,077 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 4,124 $333K 0.23% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,070 $329K 0.05% -226 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,030 $326K 0.01% 0 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,023 $325K 0.01% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 4,008 $324K <0.01% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,000 $323K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,998 $323K 0.02% +613 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,990 $322K 0.03% +89 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,964 $320K 0.1% -313 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,963 $320K 0.03% -313 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,962 $320K <0.01% -480 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,945 $319K 0.12% -137 13F-HR/A Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,939 $318K 0.03% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,920 $317K 0.24% +404 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,904 $315K 0.01% +14 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 3,901 $315K 0.16% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,892 $314K 0.18% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,875 $313K 0.04% -337 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,850 $311K 0.02% +117 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3,994 $308K 0.26% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,811 $308K 0.05% +83 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,791 $306K <0.01% +267 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,787 $306K <0.01% +244 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,769 $304K 0.02% -1,602 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,764 $304K 0.12% -1,193 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,774 $304K 0.1% -62,016 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,755 $303K 0.04% +138 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,775 $302K 0.16% -17 13F-HR/A Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,699 $299K 0.01% -35,665 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 3,697 $299K <0.01% -18,619 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,680 $297K <0.01% -4,767 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 3,685 $297K 0.01% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,634 $293K 0.03% +38 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,618 $292K 0.08% new 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 3,597 $290K 0.08% +614 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,595 $290K 0.03% +322 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,578 $289K 0.17% -30 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,566 $288K 0.03% +188 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 3,553 $287K 0.1% +529 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,516 $284K 0.07% +16 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,506 $283K <0.01% -227 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,493 $282K 0.05% -159 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,490 $282K 0.18% +65 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,458 $279K <0.01% +998 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,452 $279K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,449 $279K 0.02% -2,011 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,447 $278K 0.27% 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,434 $277K 0.25% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,434 $277K 0.06% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,395 $275K 0.06% -541 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,401 $275K 0.01% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,400 $275K 0.07% -20,300 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,385 $273K 0.02% -77 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,373 $272K 0.16% -247 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,368 $272K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,363 $272K 0.03% +181 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,351 $271K 0.01% -186 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,342 $270K 0.04% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,330 $269K 0.04% +267 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,319 $268K 0.03% -1,002 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,303 $267K 0.01% new 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 3,298 $266K 0.2% +1 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,296 $266K 0.01% -522 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,295 $266K 0.02% +5 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,291 $266K 0.03% +625 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,275 $265K 0.07% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,268 $264K 0.02% +7 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,262 $263K 0.03% -70 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 3,239 $262K 0.1% +72 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,216 $260K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,160 $257K 0.01% -2,343 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,183 $257K <0.01% -1,683 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,182 $257K <0.01% +123 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,166 $256K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,137 $253K 0.01% -426 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,115 $252K 0.02% -127 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,110 $251K 0.01% -298 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,105 $251K 0.01% -70 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,097 $250K 0.02% -288 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,096 $250K 0.03% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,094 $250K 0.01% -2,382 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,091 $250K 0.07% -1,019 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,075 $248K 0.03% +371 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,394 $248K 0.01% -130 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,062 $247K 0.1% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,054 $247K 0.01% +155 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,023 $244K 0.14% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,006 $244K 0.02% +2,384 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,015 $244K 0.02% -885 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,009 $243K 0.01% -17 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,006 $243K 0.14% -14 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,990 $242K <0.01% +137 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,982 $241K 0.04% -10 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,981 $241K 0.02% +1 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,962 $239K 0.07% -3,317 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,954 $239K 0.05% -7 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 2,952 $238K 0.1% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,936 $237K <0.01% +88 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,904 $235K 0.01% -242 13F-HR Timeline Group Kidder Stephen W More: the full row for Kidder Stephen W 2,900 $234K 0.07% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,871 $232K 0.04% -141 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,869 $232K <0.01% +128 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,867 $232K 0.07% +135 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,002 $232K 0.01% +191 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,858 $231K 0.12% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,827 $228K <0.01% +144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,810 $227K 0.06% +111 13F-HR Timeline Group Clifford Group, LLC More: the full row for Clifford Group, LLC 2,801 $226K 0.17% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,770 $224K 0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,764 $223K 0.02% +190 13F-HR Timeline