BURNEY CO/ More: the full row for BURNEY CO/ 9,082 $999K 0.03% -25 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 9,207 $996K 0.02% -5,080 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,984 $988K 0.01% +1 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 8,921 $987K 0.05% -220 13F-HR/A Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,881 $976K 0.4% -127 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 8,859 $974K 0.1% -35,802 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,818 $970K 0.61% +34 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,800 $968K 0.01% +5 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 8,673 $954K 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,622 $951K 0.03% -583 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 8,631 $949K <0.01% -819 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 8,566 $942K <0.01% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,490 $933K 0.01% +172 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,486 $932K 0.04% -520 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 8,377 $921K 0.45% -47 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,364 $920K 0.01% -737 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,276 $910K 0.01% +619 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,253 $907K 0.18% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 8,224 $904K 0.12% +650 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 8,167 $898K 0.03% new 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,156 $897K 0.34% +1,790 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,132 $894K 0.02% +212 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 8,122 $893K 0.23% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,188 $887K 0.03% +439 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,030 $886K 0.02% +294 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,027 $883K 0.01% +156 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,022 $882K 0.06% -399 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,280 $880K 0.03% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 8,000 $880K 0.09% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,965 $879K 0.09% +17 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,981 $878K 0.02% -887 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,953 $874K 0.37% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,931 $872K 0.59% -148 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,724 $849K 0.05% +1,017 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,673 $844K 0.04% +36 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,736 $839K 0.09% +2,926 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 7,627 $839K 0.03% -35,603 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,592 $835K 0.01% -40,406 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 7,483 $823K 0.27% +82 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,456 $820K 0.03% +1,069 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 7,448 $819K 0.18% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,365 $810K 0.04% +1,187 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,348 $808K 0.06% -550 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,320 $805K 0.11% +7,088 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,236 $796K 0.09% -230 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 7,231 $795K 0.06% +4 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,224 $794K 0.01% -166 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,201 $792K 0.07% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,146 $786K 0.01% +1,529 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,118 $783K 0.01% +898 13F-HR Timeline Group STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 7,102 $781K 0.54% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,100 $781K 0.21% +67 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 7,100 $781K 0.47% -10 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,967 $766K -438 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,949 $764K 0.03% +120 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,916 $760K 0.1% +9 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,865 $755K 0.02% -529 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,852 $753K 0.02% +2,904 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,776 $745K 0.21% -273 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,761 $743K 0.05% -52 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,852 $741K 0.05% +2,960 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 6,709 $738K 0.35% +3,103 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 6,668 $733K <0.01% -146,174 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,611 $727K 0.02% -361 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,535 $719K 0.1% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,533 $718K +1,211 Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,531 $718K 0.04% +310 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 6,527 $718K 0.35% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,339 $711K 0.02% +27 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 6,402 $704K 0.08% -384 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,390 $703K 0.13% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,216 $684K 0.02% -1,549 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,212 $683K 0.04% -3 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,207 $682K 0.05% -691 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,201 $682K 0.08% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,187 $680K 0.4% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 6,166 $678K 0.45% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 6,125 $673K 0.27% +591 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,122 $673K 0.01% +3,238 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,100 $671K 0.13% -19,948 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,076 $668K 0.1% +3,283 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,067 $667K <0.01% +72 13F-HR/A Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,016 $661K 0.02% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,994 $659K 0.12% +47 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,965 $656K 0.47% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,927 $652K 0.01% +515 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 5,873 $646K 0.15% -58 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,869 $645K 0.35% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,845 $643K 0.16% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,800 $638K 0.11% +800 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,799 $638K 0.02% +619 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,784 $636K 0.12% +3 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,713 $628K 0.02% +2,367 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,706 $627K 0.06% -211 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,684 $627K 0.02% +928 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,683 $625K 0.15% -350 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,669 $623K 0.07% +264 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,667 $623K 0.01% -1,365 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,551 $610K 0.08% +696 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,500 $605K 0.01% -2,692 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,438 $598K 0.01% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,421 $596K 0.59% -488 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,401 $594K 0.53% +139 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 5,397 $593K 0.08% +303 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,374 $591K 0.01% -921 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,363 $590K 0.01% +77 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,311 $584K 0.07% -87 13F-HR/A Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,300 $583K 0.46% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,524 $582K 0.08% -33 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,286 $581K 0.01% +195 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,279 $580K 0.08% +122 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,239 $576K 0.01% -19 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,206 $572K 0.01% -7,372 13F-HR/A Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 5,199 $572K 0.01% +11 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,155 $567K 0.01% +99 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,130 $564K 0.01% -10,467 13F-HR/A Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 5,130 $564K 0.17% +2 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,119 $563K 0.08% +210 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,999 $550K 0.04% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,000 $550K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,995 $549K 0.06% +151 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,970 $547K 0.02% -561 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,961 $545K 0.26% +250 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,948 $544K 0.03% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,939 $543K 0.09% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,901 $539K 0.06% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,900 $539K <0.01% +3,100 13F-HR Timeline Group DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 4,851 $533K 0.21% new 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,825 $531K 0.47% +10 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,801 $528K 0.03% -117 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,761 $523K 0.18% -997 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,730 $520K 0.03% -11 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,716 $519K 0.02% +573 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,680 $515K 0.02% +1,430 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,602 $508K 0.03% +84 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,600 $506K 0.04% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,578 $503K 0.13% -120 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,564 $502K 0.01% +111 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,552 $500K 0.08% +86 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,532 $498K 0.02% -17 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,531 $498K 0.27% +28 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,477 $496K 0.14% -7 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,500 $495K 0.01% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,500 $495K 0.26% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,465 $491K 0.03% -318 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,443 $489K 0.04% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 21,026 $487K 0.01% -4,343 13F-HR/A Timeline Group Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 4,403 $484K 0.19% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,391 $483K 0.22% +623 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,387 $482K 0.12% +1,902 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,348 $478K 0.21% -3,144 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,291 $472K 0.06% +4 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,281 $471K 0.03% -148 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,268 $469K 0.11% +577 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,260 $468K 0.02% +477 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,246 $467K 0.02% 0 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,236 $466K 0.07% +43 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,199 $462K 0.03% -1 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,197 $461K 0.08% +212 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,165 $458K 0.02% +1,302 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,158 $457K 0.1% +60 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,149 $456K 0.05% +215 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,031 $456K 0.03% -1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,126 $454K 0.01% +1 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,112 $452K 0.12% +62 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,102 $451K 0.21% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,098 $451K 0.33% -900 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,127 $447K 0.03% -291 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,045 $445K 0.07% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,039 $444K 0.02% -2 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,030 $443K 0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,019 $442K 0.01% +1,332 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,015 $441K <0.01% new 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 4,009 $441K 0.01% -983 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,005 $440K 0.01% +852 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,005 $440K 0.01% +62 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,997 $439K 0.01% new 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 3,966 $436K 0.25% +20 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,937 $433K 0.14% +105 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 3,922 $431K 0.06% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,921 $431K 0.01% +2 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,909 $430K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,905 $429K 0.1% -524 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,885 $427K 0.01% +120 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,873 $426K 0.04% +116 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,845 $423K 0.06% -886 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,842 $422K 0.03% +43 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,832 $421K 0.01% -30 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,794 $417K 0.01% +119 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,790 $417K 0.13% -1,376 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,767 $414K 0.06% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,762 $414K 0.01% -58 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,760 $413K 0.05% +221 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,754 $413K 0.03% -907 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,741 $411K 0.17% -275 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,727 $410K 0.12% -21 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,697 $407K 0.06% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,674 $404K 0.18% -54 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,654 $402K 0.08% -136 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,650 $401K 0.12% +840 13F-HR Timeline