Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,676 $581K 0.05% -40 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,677 $581K 0.02% +723 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,675 $580K 0.03% +92 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,668 $578K 0.2% -2 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,662 $575K 0.16% +202 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,660 $575K 0.06% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,657 $574K 0.02% -222 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,615 $572K 0.09% -90 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,653 $572K 0.07% -682 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,649 $571K 0.05% -66 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,649 $571K 0.05% -14 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,643 $569K 0.02% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,638 $567K 0.05% +3 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,636 $566K 0.01% +582 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,625 $563K 0.25% +150 13F-HR/A Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,620 $561K 0.02% -4 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,620 $561K 0.17% -734 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,607 $556K 0.02% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,606 $556K 0.02% -484 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,604 $555K 0.18% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,601 $554K 0.04% -123 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,600 $554K 0.18% -40 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,667 $553K <0.01% -5,408 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,597 $553K 0.04% +3 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,581 $548K 0.03% -14 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,579 $547K 0.03% -119 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,579 $547K <0.01% -78 13F-HR Timeline Clark Capital Management Group, Inc. 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More: the full row for Legacy Private Trust Co. 1,523 $527K 0.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,521 $527K 0.01% -17 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,519 $526K 0.38% +38 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,513 $524K 0.02% -200 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,507 $522K 0.08% -19 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,505 $521K 0.02% -348 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,503 $521K 0.56% 0 13F-HR/A Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,500 $519K 0.02% 0 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 1,500 $519K 0.36% -3 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,485 $514K 0.62% -845 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,481 $513K 0.1% +17 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,480 $512K 0.16% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,478 $512K 0.02% -1,171 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 1,544 $512K 0.01% +67 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,478 $512K +802 Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,476 $511K 0.04% -752 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,467 $508K 0.06% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,466 $508K 0.03% -108 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,465 $507K <0.01% -9,571 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,456 $504K 0.12% +121 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,440 $499K 0.03% -897 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,439 $498K 0.08% -308 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,426 $494K 0.01% -137 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,410 $488K 0.36% +13 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,400 $485K 0.08% new 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 1,398 $484K 0.02% -945 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,395 $484K 0.09% +578 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,394 $483K 0.12% -383 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,386 $480K <0.01% -288 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,385 $479K 0.17% -33 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,380 $478K <0.01% +61 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,360 $471K 0.1% -165 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,359 $471K 0.04% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,357 $470K 0.01% -30 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,357 $470K 0.09% +373 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,336 $463K 0.37% +171 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,332 $462K 0.05% +116 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,331 $461K 0.01% -424 13F-HR/A Timeline IMS Capital Management More: the full row for IMS Capital Management 1,328 $460K 0.21% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,325 $459K 0.06% -75 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,322 $456K 0.43% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,311 $454K 0.31% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,346 $451K 0.13% -99 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,299 $450K 0.14% +172 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,298 $449K 0.01% +79 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,294 $448K 0.13% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,282 $444K 0.12% +2 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,280 $443K 0.01% -227 13F-HR Timeline Group SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,276 $442K 0.17% -54 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,273 $441K 0.03% +145 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,273 $441K 0.04% +180 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,265 $439K 0.13% -9,126 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,267 $439K 0.02% +83 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,260 $436K 0.04% 0 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 1,258 $436K 0.3% -631 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,258 $436K 0.09% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,257 $435K 0.01% +29 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 1,255 $435K 0.14% -2,100 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,253 $434K 0.25% +276 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,247 $432K 0.07% +1,085 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,246 $431K 0.03% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,229 $426K 0.06% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,228 $425K <0.01% -68,183 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,227 $425K 0.01% -383 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,222 $423K 0.05% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,219 $422K 0.19% +2 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,219 $422K 0.02% -605 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,211 $419K 0.15% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,210 $419K 0.07% -113 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,209 $419K 0.02% +36 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,209 $419K 0.26% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,208 $418K 0.01% -217 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,200 $416K 0.05% new 13F-HR Timeline Group ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,200 $416K 0.04% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,200 $416K 0.01% -58 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,198 $415K 0.02% +12 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,195 $414K 0.06% -55 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,194 $413K 0.07% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,191 $412K 0.01% +136 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,180 $409K 0.06% +343 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,170 $405K 0.01% -145 13F-HR Timeline Group Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,168 $404K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,168 $404K 0.06% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,163 $402K 0.01% +215 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,161 $402K 0.17% +2 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,160 $402K 0.1% new 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,158 $401K 0.19% +111 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,150 $398K 0.05% 0 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 1,150 $398K 0.17% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,142 $396K 0.03% +272 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,138 $394K 0.11% +49 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,166 $393K 0.03% +63 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,133 $392K <0.01% +908 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,130 $391K 0.04% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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More: the full row for SMITH, MOORE & CO. 1,076 $373K 0.03% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,067 $369K 0.02% +5 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,066 $369K 0.11% 0 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,065 $369K 0.21% +60 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,064 $368K <0.01% -48 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,060 $367K 0.05% -23 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,059 $367K 0.24% +5 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,082 $365K 0.04% -78 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,052 $364K 0.08% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,051 $364K 0.07% +146 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,049 $363K 0.02% -16 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,048 $363K 0.01% +89 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,047 $363K 0.2% +36 13F-HR Timeline BAILARD, INC. 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Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 950 $329K 0.05% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 950 $329K 0.33% -24 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 950 $329K 0.04% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 949 $329K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 948 $328K 0.03% -41 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 944 $327K 0.03% -1,220 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 943 $327K 0.1% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 942 $326K 0.06% +17 13F-HR/A Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 940 $325K 0.08% +5 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 938 $325K 0.07% -32 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 936 $324K 0.03% -56 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 933 $323K 0.05% new 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 931 $322K 0.02% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 930 $322K 0.12% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 930 $322K 0.05% +6 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 928 $321K 0.02% -147 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 927 $321K 0.03% -14 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 926 $321K 0.03% -74 13F-HR Timeline