JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,215 $1.54M <0.01% +1,349 13F-HR/A Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,980 $1.52M 0.52% -280 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,949 $1.51M 0.03% -163 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 6,898 $1.5M 1.6% +147 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 6,846 $1.49M 1.19% +22 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,838 $1.48M 0.02% +433 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 7,724 $1.47M 0.2% +32 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) 6,761 $1.47M 0.04% -6,473 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,686 $1.45M 0.05% -13 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,667 $1.45M 0.24% -50 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,610 $1.44M 0.05% +449 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,532 $1.42M 0.01% +2,711 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,528 $1.42M 0.29% -1,022 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 6,524 $1.42M -399 Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,453 $1.4M 0.2% +1,670 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,424 $1.39M 0.05% -65 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,408 $1.39M <0.01% +825 13F-HR Timeline Group RBF Capital, LLC More: the full row for RBF Capital, LLC 6,362 $1.38M 0.09% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,357 $1.38M 0.11% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,976 $1.35M 0.09% +205 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 6,226 $1.35M 0.92% +127 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,002 $1.3M 0.27% -178 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 5,965 $1.29M 0.56% +444 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,940 $1.29M 0.06% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,927 $1.29M 0.25% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,921 $1.29M 0.02% +664 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,904 $1.28M 1.09% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,885 $1.28M 0.01% +345 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,769 $1.25M 0.06% 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 5,657 $1.23M 0.39% -29 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,643 $1.23M 0.03% +2,082 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,611 $1.21M +1,930 Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,589 $1.21M 0.09% -179 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,459 $1.19M 0.29% 0 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 5,448 $1.18M 0.4% -75 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,417 $1.18M <0.01% +87 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,410 $1.17M 0.03% +332 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,402 $1.17M 0.34% +1 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 5,335 $1.16M 0.03% +812 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,314 $1.15M 0.02% +151 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,217 $1.13M <0.01% +2,358 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,142 $1.12M 0.2% +32 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,084 $1.1M 0.5% +349 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 5,078 $1.1M 0.01% -118,013 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,933 $1.07M 0.04% -2,107 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,932 $1.07M 0.55% -1,019 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,920 $1.07M 0.04% +2,334 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 4,910 $1.07M 0.45% -47 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,886 $1.06M 0.2% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,877 $1.06M 0.31% +3,464 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,830 $1.05M 0.01% -2,698 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 4,779 $1.04M 0.07% -87,213 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,750 $1.03M 0.26% +79 13F-HR/A Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,724 $1.03M 0.16% +48 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,619 $1M 0.4% -3,093 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 4,603 $1M +1,510 Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,488 $975K 0.11% +3,442 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,399 $955K 0.01% +797 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,395 $954K <0.01% -426 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,064 $953K 0.03% +3,956 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 4,386 $952K 1.07% -103 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 4,384 $952K 0.01% 0 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 4,325 $939K 0.01% -8,604 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,319 $938K 0.1% -812 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,316 $937K 0.76% -238 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,313 $936K 0.01% -50 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,911 $932K 0.05% +192 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 4,187 $909K 0.02% +990 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,171 $906K 0.08% +2,432 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,121 $895K 0.01% +290 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,102 $891K 0.09% +542 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,084 $887K 0.05% -280 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,078 $885K 0.07% +557 13F-HR/A Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 4,055 $881K 0.2% -6,885 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,050 $879K 0.08% +909 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,032 $875K 0.15% +60 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,937 $855K 0.01% +40 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,886 $844K 0.18% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,838 $833K 0.08% -3,227 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,798 $825K 0.1% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,772 $819K 0.03% -45 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,715 $807K 0.4% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,700 $803K 0.21% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 3,682 $799K 0.06% new 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 3,664 $796K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,654 $793K 0.07% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,590 $778K 0.03% +1,115 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,560 $773K 0.01% +83 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,556 $772K 0.01% +2,113 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,555 $772K 0.01% -5,520 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,555 $772K 0.01% +479 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,548 $770K 0.01% +1,281 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,540 $769K 0.02% +131 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 3,529 $766K 0.25% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,517 $764K 0.01% -1,700 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,514 $763K 0.01% -1,011 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,492 $758K 0.12% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,431 $745K 0.01% +35 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,422 $743K 0.02% +1,737 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,410 $740K 0.21% +1,771 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,403 $739K <0.01% -191 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,382 $734K <0.01% +338 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,203 $730K <0.01% -1 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,403 $727K 0.02% new 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 3,331 $723K <0.01% -9,999 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,319 $721K 0.03% new 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 3,306 $718K 0.01% 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,237 $703K 0.13% +36 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,219 $699K 0.3% -121 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,211 $697K 0.02% -9 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,188 $692K 0.03% +643 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,179 $690K 0.5% +237 13F-HR/A Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,137 $681K 0.05% new 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,114 $676K 0.03% +27 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,106 $674K 0.03% -15 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,092 $671K 0.01% -88 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,044 $661K 0.06% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,015 $655K 0.07% +72 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 3,000 $651K 0.01% +1,500 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,988 $649K 0.01% -341 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,986 $648K 0.03% +268 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,972 $645K 0.02% +6 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,949 $640K 0.05% +315 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,916 $633K <0.01% 0 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,900 $630K 0.07% -400 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,897 $629K 0.03% -1,051 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,876 $625K 0.02% +38 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 2,831 $615K 0.58% -413 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,807 $609K 0.05% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,743 $598K 0.03% +5 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,736 $594K 0.02% -2 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,734 $594K 0.01% -12,878 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,720 $591K 0.07% +452 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,698 $586K 0.1% +702 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,697 $586K <0.01% +578 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,675 $581K <0.01% -2,054 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,663 $578K 0.05% new 13F-HR/A Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,650 $575K 0.16% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,587 $562K 0.01% -152 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,572 $558K 0.12% -29 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,535 $550K 0.02% +558 13F-HR/A Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,522 $548K 0.07% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,513 $546K 0.1% +6 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,500 $543K 0.07% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,470 $536K <0.01% +87 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,428 $527K 0.26% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,411 $524K 0.26% -285 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,386 $518K 0.02% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,363 $513K 0.16% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,345 $509K 0.03% new 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,332 $506K 0.14% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,323 $504K 0.01% +467 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,308 $501K 0.03% -68 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,304 $500K 0.01% +437 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,260 $491K 0.17% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,251 $489K 0.08% +59 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,246 $488K 0.04% +28 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,232 $485K 0.04% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,207 $479K 0.37% -11 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,202 $478K 0.01% +2 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,198 $477K 0.24% +68 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,184 $474K 0.02% +241 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,180 $473K 0.01% +352 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,174 $472K <0.01% +766 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,149 $467K 0.01% -494 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,137 $464K 0.02% +167 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,135 $464K 0.07% +629 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,126 $462K 0.46% 0 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,100 $456K 1.76% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,100 $456K 0.24% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,096 $455K 0.01% +169 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,088 $453K <0.01% +56 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,078 $451K 0.01% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,075 $451K 0.13% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,066 $448K 0.16% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,050 $445K 0.3% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,046 $444K 0.03% -172 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,034 $442K 0.01% -4 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,029 $441K <0.01% +37 13F-HR Timeline Group Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 2,021 $439K 0.42% +183 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,000 $434K 0.09% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 2,000 $434K 0.18% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 2,000 $434K 0.03% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,000 $434K 0.12% -56 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,987 $431K 0.06% +75 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,961 $426K 0.16% +10 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,936 $420K 0.3% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,932 $419K 0.06% +126 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,931 $419K 0.15% +1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,929 $419K 0.02% +105 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,920 $417K 0.04% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,950 $417K 0.03% -62 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,910 $415K 0.01% +289 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 1,901 $413K 0.03% new 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,888 $410K 0.14% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,884 $409K 0.01% new 13F-HR/A Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,877 $408K 0.01% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,857 $403K 0.27% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. 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