Caprock Group, LLC More: the full row for Caprock Group, LLC 6,597 $508K 0.01% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,500 $501K 0.07% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,496 $501K 0.01% -4,599 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,481 $500K 0.12% -8,981 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,479 $499K 0.09% +4,566 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,475 $499K 0.02% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,455 $498K +17 Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,445 $497K 0.01% +887 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 6,428 $495K <0.01% +217 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,407 $494K 0.05% -612 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 6,393 $493K 0.01% 0 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,388 $492K 0.09% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,338 $489K 0.01% new 13F-HR/A Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,309 $486K 0.01% +1,087 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,283 $484K 0.02% +1,310 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,265 $483K 0.01% -669 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,261 $483K 0.01% -918 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,258 $482K 0.05% -17,036 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,218 $479K 0.22% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,191 $479K <0.01% +1,348 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 6,199 $478K <0.01% -123,152 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,164 $475K 0.04% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,159 $475K 0.01% -350 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 6,143 $474K 0.04% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,142 $473K 0.03% -252 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,118 $472K 0.01% -50 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,016 $464K 0.01% -664 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 6,010 $463K <0.01% -10,000 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,005 $463K 0.01% -441 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 6,000 $462K 0.12% -7 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,000 $462K 0.07% -22,583 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,964 $460K 0.17% +53 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,865 $452K 0.02% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 8,000 $451K 0.21% +3,700 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,837 $450K 0.01% -53 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,834 $450K +426 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,797 $449K <0.01% -711 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,807 $448K 0.07% +654 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,580 $444K 0.01% +146 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,680 $438K 0.01% +594 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,681 $438K <0.01% -594 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,618 $433K 0.09% +1,017 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,560 $429K <0.01% -2,835 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,558 $428K 0.02% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,545 $427K 0.03% -2,005 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,515 $425K <0.01% -9,279 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,477 $422K 0.11% -234 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 5,470 $422K 0.21% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,464 $421K 0.01% +1,302 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,420 $418K 0.13% +1,173 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 5,416 $417K 0.2% -173 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,412 $417K 0.01% +938 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 5,377 $414K 0.24% +7 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,366 $414K 0.03% +21 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 5,341 $412K 0.01% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,340 $412K 0.03% -40 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 5,234 $403K 0.18% +964 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,195 $400K 0.01% -128 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 5,226 $399K 0.01% +690 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,161 $398K 0.01% -92 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,160 $398K 0.01% -40,214 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,151 $397K 0.02% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,151 $397K 0.01% +10 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,110 $394K 0.01% +645 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,066 $390K 0.26% +202 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,063 $390K 0.02% -1,593 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,041 $389K 0.01% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,038 $388K 0.17% +1,518 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,994 $385K <0.01% -10,844 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,942 $381K <0.01% +2,169 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,939 $381K 0.01% +11 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,939 $381K 0.01% +13 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,907 $378K 0.01% 0 13F-HR Timeline Group INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,892 $377K 0.12% -213 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,875 $376K 0.17% -245 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,870 $375K 0.09% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,749 $366K 0.02% -205 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,707 $363K 0.06% -335 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,673 $360K 0.01% -575 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 4,672 $360K 0.06% -372 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,670 $360K 0.17% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,582 $353K 0.01% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,568 $352K 0.02% +2,257 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,563 $352K 0.07% -1,932 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,527 $349K 0.04% -4 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,518 $348K <0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,489 $346K 0.02% +442 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,441 $342K 0.01% -300 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,398 $339K 0.12% -37 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,157 $338K 0.01% +1,177 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,358 $336K +22 Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 4,358 $336K 0.04% new 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,323 $333K 0.01% -55 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 4,288 $331K 0.05% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,283 $330K 0.06% new 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 4,280 $330K 0.17% +452 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,202 $324K 0.16% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,196 $323K <0.01% -389 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,185 $323K 0.01% -634 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,150 $320K 0.12% -250 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,147 $320K <0.01% -302 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 4,142 $319K 0.08% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,137 $319K <0.01% -2,798 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,124 $318K 0.01% +444 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,102 $316K <0.01% -622 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,072 $314K 0.02% +186 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,022 $310K <0.01% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 4,027 $310K 0.03% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,008 $309K 0.03% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,977 $308K <0.01% +736 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,984 $307K 0.01% new 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 3,982 $307K 0.07% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,100 $307K 0.01% -157 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,938 $305K 0.01% -98 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,923 $303K 0.14% -1,647 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,920 $302K 0.02% -125 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,915 $302K 0.02% -95 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,906 $301K 0.07% +9 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,897 $300K <0.01% -1,100 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,894 $300K 0.03% -403 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,892 $300K 0.04% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,866 $298K 0.01% +100 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,856 $297K 0.02% 0 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,855 $297K 0.21% -6 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,826 $295K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,825 $295K 0.02% -100 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,818 $294K 0.02% -111 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,788 $292K 0.02% -180 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,782 $292K 0.05% -41 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,775 $291K 0.02% -1,584 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,775 $291K 0.02% +1,311 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,769 $291K 0.03% +616 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 3,768 $290K 0.02% -724 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,713 $286K <0.01% +891 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,713 $286K 0.19% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,713 $286K 0.02% -112 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,654 $282K 0.01% +138 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,642 $281K 0.02% +92 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,635 $280K 0.01% -418 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,612 $278K 0.04% -212 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,606 $278K <0.01% 0 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,597 $277K 0.06% -6 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,568 $275K 0.07% -7,968 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 3,566 $275K 0.03% +64 13F-HR Timeline Group ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 3,535 $272K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,520 $271K <0.01% -68 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 3,503 $270K 0.03% +8 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,503 $270K 0.02% -235 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,500 $270K 0.04% new 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 3,500 $270K <0.01% 0 13F-HR Timeline Group CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,500 $270K 0.28% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,495 $269K 0.05% -57 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,487 $269K 0.01% +440 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,486 $269K 0.01% -91 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 3,096 $267K 0.03% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 3,460 $267K 0.01% +534 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,423 $264K 0.01% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,407 $263K 0.04% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,398 $262K 0.01% -1,316 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,394 $262K 0.05% -53 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,392 $261K 0.02% -150 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,391 $261K 0.01% +460 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,376 $260K 0.01% +466 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 3,375 $260K 0.06% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,364 $259K 0.01% -1,023 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,354 $259K 0.01% -3,194 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 3,352 $258K 0.13% +17 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,350 $258K 0.06% -53 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,343 $258K 0.05% -87 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,324 $256K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,300 $254K 0.09% +1,460 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,300 $254K 0.06% -160 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,299 $254K 0.12% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,282 $253K 0.08% +65 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,274 $252K <0.01% -2,282 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,264 $252K 0.01% -19 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,262 $251K 0.01% -10 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 3,259 $251K 0.18% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,222 $251K 0.01% -4,588 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,252 $251K 0.03% -123 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,249 $250K 0.01% +216 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,240 $250K <0.01% +517 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,222 $248K 0.09% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,218 $248K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,217 $248K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,215 $248K 0.01% +84 13F-HR Timeline Mystic Asset Management, Inc. 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