TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,057 $338K 0.09% +2,523 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,989 $334K 0.08% +1,966 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 5,977 $334K 0.09% -145 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,949 $332K 0.05% +993 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,936 $331K 0.03% -1,083 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,934 $331K 0.06% +254 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,915 $330K 0.01% +1,287 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,911 $330K 0.02% +1,294 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,881 $328K 0.01% -6,878 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,868 $327K 0.03% -3,416 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 5,844 $326K 0.11% -1,976 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,878 $326K 0.01% +1,993 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,815 $324K <0.01% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 5,800 $324K 0.18% 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) 5,782 $323K 0.01% -25,036 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,753 $321K <0.01% -4,076 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,725 $319K 0.15% +952 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 5,700 $318K 0.25% +450 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,591 $312K 0.02% -6,407 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,805 $311K 0.13% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,548 $309K 0.02% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,500 $307K 0.04% +695 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 5,495 $307K 0.02% -292 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,475 $306K 0.06% -1,917 13F-HR Timeline City State Bank More: the full row for City State Bank 5,460 $305K 0.08% +1,025 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,460 $305K 0.03% +64 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,413 $302K <0.01% +785 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,391 $301K 0.05% new 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,370 $300K 0.02% new 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,363 $299K 0.26% +9 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,446 $299K 0.03% 0 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 5,349 $298K 0.1% +5,134 13F-HR Timeline Group CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 5,300 $296K 0.67% new 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 5,285 $295K 0.12% +1,104 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,271 $294K <0.01% -30 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,270 $294K <0.01% +40 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,257 $293K <0.01% -2,963 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 5,250 $293K 0.03% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,200 $290K 0.15% 0 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 5,194 $290K 0.11% -8,071 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,141 $287K 0.01% -1,887 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,119 $286K 0.03% -53 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,101 $285K 0.01% -261 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,499 $285K 0.02% -521 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,201 $284K 0.01% -904 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,006 $283K 0.01% -1,530 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,064 $283K <0.01% -1,505 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 5,055 $282K 0.03% -2,292 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,048 $282K 0.04% -169 13F-HR Timeline Group JBF Capital, Inc. More: the full row for JBF Capital, Inc. 5,000 $279K 0.04% +1,000 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 4,981 $278K 0.12% -2,757 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,966 $277K 0.01% -756 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 4,950 $276K 0.21% -4,025 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,913 $274K 0.01% -488 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 4,226 $267K 0.01% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,770 $266K 0.05% +194 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,733 $264K 0.01% -317 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 4,717 $263K 0.26% +146 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,713 $263K 0.01% +488 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 4,673 $261K 0.03% -3,705 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,641 $259K 0.01% -2,605 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,632 $258K 0.01% -964 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,621 $258K 0.01% +310 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 4,583 $256K 0.03% +709 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,576 $255K 0.02% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,563 $255K 0.02% -184 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,561 $255K 0.02% -1,355 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,508 $252K <0.01% -231,834 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,485 $250K 0.06% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,461 $249K <0.01% -1,572 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,450 $248K <0.01% +690 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,448 $248K 0.05% -3 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,445 $248K 0.02% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,442 $248K 0.03% -5,575 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,440 $248K 0.18% -181 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 4,401 $246K 0.26% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,302 $240K 0.06% -2,919 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,288 $239K 0.04% -3 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,272 $238K 0.05% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 4,258 $238K 0.02% -85 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,244 $237K 0.03% -8,619 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,238 $236K 0.03% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,237 $236K 0.03% -6,888 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,237 $236K 0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,210 $235K 0.03% -2,776 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 4,155 $232K 0.02% -10 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,149 $232K 0.01% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,145 $231K 0.02% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,130 $230K 0.03% -620 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,121 $230K 0.01% +773 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,092 $230K 0.01% -124 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,113 $230K 0.01% +666 13F-HR/A Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,100 $229K 0.22% +700 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,100 $229K 0.04% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,068 $227K 0.02% -2,575 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,059 $226K 0.01% -97 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,057 $226K <0.01% -4,070 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,052 $226K 0.01% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,050 $226K 0.09% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,042 $226K 0.02% +31 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 4,035 $225K -11,975 Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,020 $224K 0.01% -1,365 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,000 $223K 0.16% 0 13F-HR Timeline SOUTHEASTERN ASSET MANAGEMENT INC/TN/ More: the full row for SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 3,990 $223K 0.01% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,972 $222K 0.01% -1,200 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,964 $221K 0.05% -1,922 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,955 $221K 0.03% -215 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,940 $220K 0.01% new 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,922 $219K <0.01% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,012 $219K 0.01% +150 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,909 $218K 0.16% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,905 $218K 0.03% -214 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,895 $217K 0.06% +1,330 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,878 $216K <0.01% new 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 3,875 $216K 0.07% -402 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,860 $215K 0.05% -48 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,830 $214K <0.01% -120 13F-HR/A Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,826 $213K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,799 $212K 0.01% -21 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,757 $212K <0.01% +367 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,356 $211K <0.01% -353 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,775 $211K 0.02% -1,650 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,750 $209K 0.09% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,750 $209K 0.03% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,738 $209K 0.01% +374 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,736 $208K 0.09% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,720 $208K 0.01% -675 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,779 $207K 0.01% -817 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,713 $207K 0.03% -678 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,717 $207K 0.01% -8,660 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,684 $206K 0.04% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,676 $205K 0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 3,309 $204K 0.11% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,642 $203K 0.06% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,636 $203K 0.01% -1,538 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 3,634 $203K 0.06% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,629 $202K 0.01% -25 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,623 $202K 0.02% +642 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,587 $200K 0.08% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,538 $197K <0.01% -954 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,525 $197K 0.01% -5,571 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,481 $194K 0.06% -4,311 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,450 $193K 0.01% +3,182 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,412 $190K 0.01% new 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,399 $190K 0.09% -151 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,321 $185K 0.02% +368 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,300 $184K 0.01% +3,175 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,184 $180K 0.06% -504 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,166 $177K 0.03% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,128 $175K 0.01% -684 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 3,020 $169K 0.08% +1,357 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 3,000 $167K 0.12% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,000 $167K 0.07% -5,303 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,010 $167K 0.01% -1,094 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,926 $163K 0.01% +7 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,734 $153K 0.01% -952 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,609 $147K <0.01% -600 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,586 $144K 0.02% +84 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,552 $142K <0.01% new 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,512 $140K <0.01% +430 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,500 $140K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,376 $136K 0.07% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,430 $136K 0.01% -344 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,290 $128K 0.01% +215 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,186 $122K <0.01% -88,553 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,121 $120K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,136 $119K 0.04% +1,446 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,127 $119K 0.02% -41 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,035 $114K <0.01% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,000 $112K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2,000 $112K 0.25% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,974 $110K 0.01% -89,090 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,928 $108K 0.01% -621 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,935 $108K 0.01% +919 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,804 $101K <0.01% -1,113 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,700 $94.9K 0.09% +100 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,700 $94.8K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,667 $93K <0.01% -597 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 1,600 $89.3K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,548 $86.4K 0.02% +82 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,525 $85.1K 0.02% +684 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,513 $84.4K 0.02% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,500 $83.7K 0.06% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,495 $83.4K 0.03% -3 13F-HR Timeline MATHER GROUP, LLC. 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