Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,236 $707K 0.06% -7 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,229 $705K 0.09% -2,287 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,222 $704K 0.12% -1,877 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 3,326 $703K 0.46% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,206 $700K 0.02% -145 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,179 $695K 0.01% +2,092 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,176 $694K 0.16% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,174 $693K 0.06% +633 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,173 $693K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,171 $693K 0.06% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 3,169 $692K 0.44% +1,453 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,015 $692K 0.02% -1,506 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 3,167 $692K 0.09% 0 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. 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More: the full row for Fulton Bank, N.A. 3,081 $673K 0.02% -204 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,074 $672K 0.03% +307 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,070 $671K 0.07% +629 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,066 $670K 0.19% -11,865 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,055 $667K 0.13% -13,099 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 3,050 $666K <0.01% -402 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,043 $665K 0.21% +1,069 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,043 $665K 0.28% -203 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,039 $664K 0.01% -23,467 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,027 $661K 0.16% +1,860 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,024 $661K 0.17% -188 13F-HR/A Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,010 $658K 0.01% -72 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,010 $658K 0.05% -77 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,008 $657K 0.04% -216 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,003 $656K 0.03% -32 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,999 $655K 0.16% -1,548 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,998 $655K 0.03% +61 13F-HR Timeline Symphony Financial Services, Inc. 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More: the full row for Blue Trust, Inc. 2,916 $637K 0.01% -1,103 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,911 $636K 0.23% -2,088 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 2,910 $636K 0.4% +287 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,908 $635K 0.23% +161 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 2,895 $632K 0.49% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,891 $632K 0.01% +291 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,888 $631K 0.08% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,887 $631K 0.17% -33 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,880 $629K 0.01% -110 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,880 $629K 0.02% -500 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,871 $627K 0.08% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for Legacy Financial Advisors, Inc. 2,573 $562K 0.07% -256 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,566 $561K 0.09% -1,716 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,560 $559K 0.25% +330 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,551 $557K 0.19% -238 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,546 $556K 0.05% +62 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,546 $556K 0.03% -67 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,542 $555K 0.29% +50 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,545 $555K 0.03% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,523 $551K 0.03% +78 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,511 $549K <0.01% -66,307 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,511 $548K 0.07% -484 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,508 $548K 0.08% +737 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,501 $546K 0.02% 13F-HR Timeline OMNI 360 Wealth, Inc. 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More: the full row for Ameliora Wealth Management Ltd. 2,344 $512K 0.15% +940 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,340 $511K 0.01% -114 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,339 $511K <0.01% -69 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,338 $511K 0.01% +1,261 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,336 $510K 0.12% 0 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,335 $510K 0.16% -3 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,328 $509K 0.06% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,327 $508K 0.18% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,316 $506K 0.09% +193 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,308 $504K 0.12% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,300 $503K 0.01% new 13F-HR Timeline Northwest Bancshares, Inc. 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More: the full row for Dana Investment Advisors, Inc. 2,194 $479K 0.01% +128 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,185 $477K 0.15% +1,051 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,161 $472K 0.04% +14 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,159 $472K 0.19% -329 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,153 $470K 0.03% -248 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,148 $469K 0.16% -50 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,140 $467K 0.05% -10 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,131 $466K 0.31% -166 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,131 $466K 0.02% +62 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,127 $465K 0.06% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,122 $464K 0.16% +244 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,121 $463K 0.01% +233 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,105 $460K 0.08% +160 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,095 $458K 0.02% -140 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,090 $457K 0.06% -245 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,089 $456K <0.01% -75 13F-HR Timeline Astoria Portfolio Advisors LLC. 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More: the full row for Financial Engines Advisors L.L.C. 2,040 $446K <0.01% +56 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,032 $444K 0.01% -11,995 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,028 $443K 0.02% -103 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,023 $442K 0.12% -139 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,014 $440K 0.31% -572 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 2,008 $439K 0.06% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,005 $438K 0.01% -268 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,003 $438K 0.03% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,002 $437K 0.06% -123 13F-HR Timeline Castellan Group More: the full row for Castellan Group 2,000 $437K 0.05% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,995 $436K 0.24% +156 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,990 $435K 0.05% +22 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,957 $428K <0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,950 $426K 0.03% +533 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,944 $425K 0.07% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,931 $422K 0.05% +20 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,871 $422K 0.17% -9 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,929 $421K 0.1% +27 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,922 $420K 0.03% -69 13F-HR Timeline