HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,696 $1.59M 0.01% -806 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,696 $1.59M 0.19% -27 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,688 $1.58M 0.02% +85 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 2,672 $1.58M 1.97% 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,652 $1.56M 0.15% +907 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,640 $1.56M 0.01% +3 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,630 $1.55M 0.03% -333 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,615 $1.54M 0.04% +26 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,592 $1.53M 0.04% -636 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,574 $1.52M 0.08% -2,631 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,561 $1.51M 0.02% -544 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 2,554 $1.51M 0.05% -39 13F-HR Timeline DUDLEY & SHANLEY, INC. More: the full row for DUDLEY & SHANLEY, INC. 2,550 $1.5M 0.24% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,546 $1.5M 0.04% -394 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,544 $1.5M 0.02% +180 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,540 $1.5M 0.03% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,534 $1.49M 0.58% +84 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,532 $1.49M 0.15% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,496 $1.47M 0.26% +7 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,486 $1.46M 0.85% -9 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,424 $1.43M 0.47% -101 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,421 $1.43M 0.16% +692 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,406 $1.42M 0.09% -425 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,403 $1.42M 0.72% -5 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2,400 $1.41M 0.13% +1,525 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,386 $1.41M 0.02% +78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 2,413 $1.41M 0.04% new 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,372 $1.4M 0.48% +71 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,354 $1.39M 0.06% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,345 $1.38M 0.02% +246 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 2,332 $1.37M 0.03% -2,791 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,326 $1.37M 0.13% -43 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,318 $1.37M 0.51% -60 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,301 $1.36M 0.35% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,298 $1.36M 0.04% +2 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,277 $1.34M 0.07% +221 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,271 $1.34M 0.3% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,267 $1.34M 0.16% -506 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,265 $1.34M 0.05% +282 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,226 $1.31M 0.05% +1,065 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,203 $1.3M 0.35% +357 13F-HR/A Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,186 $1.29M 0.05% -35 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 2,183 $1.29M 0.13% +86 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,172 $1.28M 0.05% -127 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,164 $1.28M 0.01% -741 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,150 $1.27M 0.99% 0 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,153 $1.27M 0.04% +83 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,125 $1.25M 0.03% +107 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 2,088 $1.23M 0.02% 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,086 $1.23M 0.06% -39 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,085 $1.23M 0.02% +270 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,080 $1.23M 0.04% +32 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 2,073 $1.22M 0.67% -127 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,071 $1.22M 0.62% +19 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,060 $1.21M 0.01% -134 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,050 $1.21M 0.01% +963 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,037 $1.2M 0.04% -23 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,030 $1.2M 0.01% -131 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 2,023 $1.19M 1.35% +1,076 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,945 $1.15M 0.07% -1 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,938 $1.14M 0.01% new 13F-HR/A Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,937 $1.14M 0.36% +172 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,935 $1.14M 0.01% -115 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,931 $1.14M 0.04% -99 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,919 $1.13M 0.01% -1,498 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,915 $1.13M 0.22% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,906 $1.12M 0.12% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,899 $1.12M 0.13% +316 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,891 $1.11M 0.05% -410 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,891 $1.11M 0.08% +819 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,848 $1.09M 0.01% +1,108 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,831 $1.08M 0.73% -250 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,819 $1.07M 0.27% -100 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,818 $1.07M 0.09% -134 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,807 $1.07M 0.02% -179 13F-HR Timeline Group Suncoast Equity Management More: the full row for Suncoast Equity Management 1,802 $1.06M 0.12% +262 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,808 $1.06M 1.03% -1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,785 $1.05M 0.08% -10 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,765 $1.04M 0.06% -349 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,761 $1.04M 0.05% -965 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,757 $1.04M 0.27% -1 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,757 $1.04M 0.02% +95 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,754 $1.03M 0.02% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,750 $1.03M 0.36% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,743 $1.03M 0.15% -18 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,733 $1.02M 0.3% -339 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,727 $1.02M 0.21% -246 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,720 $1.01M 0.01% +121 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,708 $1.01M 0.15% +1,288 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 1,700 $1M 1.96% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,698 $1M 0.08% -132 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 1,688 $995K 0.07% -269 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,685 $994K 0.27% -241 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,681 $991K 0.02% +7 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,679 $990K 0.04% -226 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,679 $990K 0.01% +69 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,647 $971K 0.03% -372 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,620 $955K 0.21% 0 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,620 $955K 0.46% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,607 $947K 0.04% +271 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,604 $946K 0.06% +34 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,600 $943K 0.47% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,600 $943K 0.03% -1 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,590 $937K 0.09% -295 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,587 $936K 0.38% new 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 1,586 $935K 0.05% -185 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,575 $929K 0.09% +121 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,568 $928K 0.01% -45 13F-HR Timeline Group Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,549 $913K 0.43% -131 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,543 $910K 0.01% +11 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,504 $887K 0.02% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,504 $887K 0.01% +51 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,500 $884K 0.02% new 13F-HR Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 1,596 $880K 0.09% -5 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,476 $870K 0.35% +31 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,470 $867K 0.1% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,467 $865K 0.01% -30 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,465 $864K 0.55% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 1,443 $851K 0.5% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,434 $845K 0.67% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,432 $844K 0.07% -369 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,432 $844K 0.32% +266 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,422 $838K 0.01% +1,141 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,496 $838K 0.04% +91 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,402 $827K 0.63% +62 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,399 $825K 0.07% +302 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,396 $823K 0.01% 0 13F-HR Timeline Group Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,386 $817K 0.46% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,382 $815K 0.01% +77 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,377 $812K 0.08% -4 13F-HR/A Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,377 $812K 0.11% -19 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,366 $805K 0.34% -52 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,360 $802K 0.07% -1,621 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,357 $800K 0.12% +15 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,339 $789K 0.06% -3,805 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,338 $789K 0.06% +208 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,336 $788K 0.03% -35 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,328 $783K 0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,322 $779K 0.02% +325 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 1,318 $777K 0.01% -87 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,296 $764K 0.73% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,292 $762K 0.68% -286 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,273 $751K 0.29% +19 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,259 $742K 0.39% +16 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,325 $738K 0.04% +32 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,250 $737K 0.03% -51 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,246 $735K 0.01% +225 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,240 $731K 0.09% +101 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,238 $730K 0.05% -25 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,236 $729K 0.06% +4 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,236 $729K 0.08% +205 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,248 $727K 0.07% +205 13F-HR/A Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,230 $725K 0.04% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,227 $723K 0.18% -9 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,225 $722K 0.14% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,202 $709K 0.01% -570 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,198 $706K 0.06% -117 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,263 $705K 0.02% +38 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,193 $703K <0.01% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,188 $700K 0.03% +406 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,187 $700K 0.14% -312 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,186 $699K 0.17% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,182 $697K 0.27% -230 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,233 $692K +408 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,168 $689K 0.02% +30 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,165 $687K 0.27% -18 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,158 $683K 0.28% +616 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,118 $659K 0.03% 13F-HR Timeline Group Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 1,116 $658K 0.06% -265 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,115 $657K 0.19% 0 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,113 $656K 0.06% -30 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,110 $655K -4 Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,104 $651K 0.43% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,092 $644K 0.14% +47 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,090 $643K 0.07% -65 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,086 $640K 0.03% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,075 $634K 0.11% +170 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,073 $633K 0.12% -11 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,070 $631K 0.07% -12 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,075 $626K 0.01% -389 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,060 $625K 0.08% -6 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,058 $624K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,119 $622K 0.04% +152 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,054 $622K 0.2% -22 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,051 $620K 0.31% +66 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,048 $618K 0.06% -19 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,045 $616K 0.3% +36 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,045 $616K 0.05% +17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,044 $616K 0.03% +166 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,043 $615K 0.13% +66 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,032 $608K 0.23% -220 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,030 $607K 0.08% -10 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,030 $607K 0.28% -104 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,024 $604K 0.53% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,020 $601K 0.05% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,020 $601K 0.27% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,009 $595K 0.01% +2 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,002 $591K 0.27% +84 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 997 $587K 0.02% +565 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 995 $587K 0.44% +1 13F-HR Timeline