Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,207 $595K 0.03% +234 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 9,205 $595K 0.2% 0 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 9,182 $593K 0.23% -15 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 9,169 $592K 0.11% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,166 $592K 0.25% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,079 $587K 0.01% -1,260 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 8,967 $579K 0.07% +294 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 8,833 $571K 0.01% +5,336 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 8,816 $570K 0.03% -99 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 8,758 $566K 0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,757 $566K 0.02% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 8,740 $565K 0.23% -1,325 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,712 $563K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,571 $554K 0.01% +6,097 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 8,516 $550K 0.05% 13F-HR Timeline Group Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 8,408 $543K 0.09% -394 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,387 $542K 0.13% +25 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,286 $542K 0.01% +3,302 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,370 $541K 0.02% +486 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 8,335 $539K 0.2% -20,035 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 8,320 $538K 0.05% -4,481 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 8,318 $537K <0.01% +1,937 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 8,212 $531K 0.21% 13F-HR/A Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 8,204 $530K 0.1% +4,785 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 8,189 $529K 1.09% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,175 $528K 0.15% +4,180 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 8,167 $528K 0.52% -432 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,119 $525K 0.03% -630 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 8,047 $520K <0.01% -9,796 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,013 $518K 0.01% +1,235 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,909 $511K <0.01% -820 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,899 $510K 0.03% -231 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 7,888 $510K <0.01% -5,628 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,874 $509K <0.01% -2,465 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,870 $508K 0.04% +1,813 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,808 $504K 0.03% +27 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,751 $501K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 7,735 $500K 0.08% -7,100 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,729 $499K <0.01% +64 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,729 $499K 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,693 $497K <0.01% +86 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 7,665 $495K 0.22% -1,117 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,635 $493K 0.04% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,620 $492K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,492 $484K 0.01% -274 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 7,433 $480K 0.09% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,376 $477K 0.28% 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 7,375 $476K 0.18% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,369 $476K 0.03% -14 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,316 $473K 0.01% -1,435 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,313 $472K 0.01% +513 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,259 $469K 0.03% +139 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 7,218 $466K 0.24% -593 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,144 $462K 0.03% +64 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,124 $460K <0.01% +22 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,097 $459K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,038 $455K 0.02% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 7,019 $453K 0.08% -3,450 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,000 $452K 0.03% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,000 $452K 0.06% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,997 $452K 0.02% +3,833 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 6,987 $451K 0.02% -5,742 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,461 $450K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,957 $450K <0.01% +1,880 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,915 $447K 0.01% -24 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,900 $446K 0.07% +1,440 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 6,885 $445K 0.21% -18 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,867 $444K 0.25% -740 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,837 $442K 0.03% -485 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 6,171 $439K 0.38% -325 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,791 $439K <0.01% -1,144 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,781 $438K 0.05% +431 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,696 $433K 0.07% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,653 $430K 0.01% +107 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,744 $430K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,620 $428K 0.01% -405 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,606 $427K 0.03% -8,791 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,533 $422K 0.01% 0 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,503 $420K 0.03% +1,161 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,450 $417K 0.08% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 6,405 $414K 0.04% -130 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 6,385 $413K 0.18% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,325 $409K 0.01% -2,161 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,313 $408K 0.16% -40 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 6,295 $407K 0.02% new 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,275 $405K 0.01% -8,494 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,273 $405K 0.05% 0 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,252 $404K 0.03% +360 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 6,227 $402K 0.04% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,220 $402K 0.09% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,200 $401K 0.03% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,178 $399K 0.12% new 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 6,175 $399K 0.33% -37 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,162 $398K 0.01% +519 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,117 $395K 0.01% +1,652 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 6,114 $395K 0.16% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,063 $392K 0.28% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,031 $390K 0.01% +481 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,978 $386K 0.03% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 5,968 $386K 0.06% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,963 $385K <0.01% -11,084 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,942 $384K <0.01% -1,318 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,923 $383K 0.01% -203 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,792 $374K 0.11% +388 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,790 $374K 0.04% +1,217 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 5,781 $374K 0.05% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,198 $372K 0.11% +1,098 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,756 $372K 0.01% +496 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,651 $365K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,618 $363K 0.01% +6 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,612 $363K 0.05% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,593 $361K 0.02% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,569 $360K <0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,517 $356K 0.04% +30 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 5,517 $356K 0.1% -1,759 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,482 $354K 0.23% +325 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,468 $353K 0.15% +1,111 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,451 $352K 0.02% +68 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,836 $351K 0.01% +349 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,402 $349K 0.01% -482 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5,285 $341K 0.33% +2 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,276 $341K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,235 $338K <0.01% +290 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,217 $337K <0.01% -522 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,195 $336K 0.22% -2,572 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,180 $335K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,199 $334K 0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,123 $331K 0.01% +14 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 5,118 $331K 0.07% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,673 $331K 0.24% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,071 $328K 0.03% +290 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 5,070 $328K 0.06% -18 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,062 $327K 0.01% +1,383 13F-HR/A Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 5,047 $326K 0.13% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,033 $325K 0.01% -12 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 5,008 $324K 0.01% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,998 $323K 0.05% 0 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,994 $323K 0.14% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,973 $321K 0.02% new 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $320K 0.19% -4,958 13F-HR Timeline Amount filed as zero, left out of ratios. Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,934 $319K 0.01% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,921 $318K 0.14% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,881 $315K 0.04% -45 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,871 $315K 0.12% -16 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,854 $314K 0.03% +36 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,807 $311K 0.04% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,800 $310K 0.04% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,800 $310K 0.07% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,800 $310K 0.02% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,761 $308K 0.13% +2,722 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,751 $307K 0.03% -131 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,749 $307K 0.04% -244 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 4,746 $307K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,692 $303K 0.01% -433 13F-HR/A Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,682 $303K 0.03% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,585 $296K <0.01% +274 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,571 $295K <0.01% -112 13F-HR/A Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,546 $294K 0.03% -145 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,513 $292K 0.02% +272 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,501 $291K 0.09% -179 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,198 $290K 0.02% -71 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,469 $289K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,449 $287K 0.04% -5,573 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,384 $283K <0.01% +216 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,364 $282K 0.01% -294 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,334 $280K 0.04% -1,309 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,332 $280K <0.01% -60 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,321 $279K 0.07% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,291 $277K 0.02% +29 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,281 $277K 0.01% -207 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 4,268 $276K 0.3% -515 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,263 $275K 0.15% -230 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,861 $275K 0.02% +90 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,250 $275K 0.12% -100 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,239 $274K 0.01% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,216 $272K 0.04% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,208 $272K 0.01% +8 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 4,207 $272K 0.1% +357 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,182 $270K <0.01% +48 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,483 $269K 0.02% +477 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,170 $269K 0.02% -4,446 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,000 $269K 0.01% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,142 $268K 0.01% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,139 $267K 0.08% +572 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,117 $266K 0.03% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,084 $264K 0.21% -483 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,915 $263K <0.01% -129 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,056 $262K 0.01% +500 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,028 $260K 0.03% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,015 $259K 0.01% -200 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,008 $259K <0.01% new 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,000 $258K 0.05% +60 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,992 $258K 0.01% +724 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,982 $257K 0.01% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,981 $257K 0.01% +10 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,979 $257K <0.01% -5,275 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,973 $257K 0.01% -12,252 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,971 $257K 0.09% +1 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,940 $255K 0.01% -13,932 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 3,928 $254K 0.17% +19 13F-HR Timeline