GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,890 $655K 0.01% -550 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,883 $653K <0.01% +1,004 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,844 $645K 0.21% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,832 $642K 0.01% +1,559 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,898 $641K 0.68% +379 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 2,805 $636K 0.22% -62 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,800 $635K <0.01% -5,100 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,788 $632K 0.06% new 13F-HR/A Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,786 $631K 0.01% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,774 $629K 0.07% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,770 $628K 0.31% -31 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 2,765 $627K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,699 $612K 0.09% -61 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,696 $611K 0.01% -31 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,671 $605K 0.01% +302 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,670 $605K 0.04% 0 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 2,644 $599K 0.05% -69 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,638 $598K <0.01% -14,285 13F-HR/A Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 2,624 $595K 0.1% +155 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,599 $589K 0.01% +2 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,588 $587K 0.01% +96 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,555 $579K 0.01% -546 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 2,529 $573K 0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,524 $572K 0.02% +311 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,503 $563K 0.02% +474 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,478 $562K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,488 $562K 0.01% +190 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,456 $557K 0.06% -1,567 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,454 $556K <0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,448 $555K 0.01% +20 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,435 $548K 0.49% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,391 $542K 0.01% -25 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,381 $540K 0.05% -2,113 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,380 $539K <0.01% -365 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,377 $539K 0.07% +427 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,370 $537K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,365 $536K 0.01% -194 13F-HR/A Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 2,386 $532K 0.02% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,338 $530K 0.02% +1,303 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,334 $529K 0.41% +4 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,303 $522K 0.01% +319 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,297 $521K 0.02% -877 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,279 $517K 0.02% -175 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,275 $516K 0.05% +575 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,263 $513K 0.02% -19 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,233 $506K <0.01% +274 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,226 $505K 0.16% -77 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,213 $502K 0.26% -2,588 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,211 $501K 0.27% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,084 $472K 0.05% -63 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,073 $470K 0.01% -73 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,071 $469K <0.01% +302 13F-HR Timeline Group Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 2,052 $465K 0.03% -327 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,051 $465K 0.02% +81 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,030 $460K 0.01% -34 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,028 $460K 0.11% -131 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 2,017 $457K 0.02% -54 13F-HR/A Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,995 $452K 0.02% +4 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,966 $446K 0.04% +117 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,962 $445K <0.01% -3,248 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,961 $444K -120 Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,957 $444K 0.08% +4 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,940 $440K <0.01% -27,667 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,906 $432K 0.04% +366 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,905 $432K 0.01% +638 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,900 $431K 0.06% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,892 $429K 0.02% +159 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,884 $427K <0.01% -996 13F-HR Timeline Group T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 1,849 $420K <0.01% +434 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,851 $420K 0.03% +11 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,817 $412K 0.1% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,810 $410K 0.03% +666 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,802 $409K <0.01% +615 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,778 $401K 0.16% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,756 $398K <0.01% +132 13F-HR/A Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,755 $398K 0.02% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,748 $396K 0.2% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,739 $394K 0.05% +282 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,737 $394K <0.01% -15 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,720 $390K 0.12% -12 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,713 $388K <0.01% -106 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,707 $387K +366 Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,694 $384K 0.27% 0 13F-HR/A Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,690 $383K 0.29% +153 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,681 $381K 0.01% +1 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,668 $378K <0.01% +61 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 1,658 $376K 0.04% +63 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,638 $371K 0.22% +640 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,633 $370K 0.02% -46 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 1,637 $370K 0.01% -4,450 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,616 $366K 0.06% +253 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,611 $365K 0.01% +54 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,611 $365K 0.1% -17 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,588 $360K 0.11% +228 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,575 $357K 0.14% +1 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,559 $353K 0.02% -252 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,550 $351K 0.04% +423 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,550 $351K -850 Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,546 $350K 0.09% 0 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,530 $347K 0.01% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,507 $342K 0.05% +150 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,506 $341K 0.12% -1,102 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,500 $340K 0.28% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,498 $340K 0.02% +381 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,498 $340K 0.01% -39 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,492 $338K 0.02% +688 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,465 $332K 0.05% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,458 $330K <0.01% -163 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,455 $330K 0.01% -2,314 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,437 $326K 0.02% -4,349 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,433 $325K 0.01% -138 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,410 $320K 0.01% +63 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,409 $319K <0.01% -3,424 13F-HR/A Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,408 $319K 0.04% new 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,408 $319K 0.01% -72 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,407 $319K <0.01% +95 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,388 $315K 0.05% +70 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,373 $311K 0.02% +38 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,348 $306K <0.01% +13 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,345 $305K 0.01% 0 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,344 $305K 0.01% -46 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,339 $303K <0.01% -3,064 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,329 $301K 0.02% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,316 $298K 0.17% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,303 $295K 0.04% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,300 $295K 0.02% 0 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,300 $295K 0.07% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,283 $291K 0.03% -171 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,278 $290K 0.01% +229 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,272 $288K 0.34% -22 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,257 $285K 0.14% -31 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,248 $283K 0.07% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,246 $282K 0.08% -1,758 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,237 $280K 0.02% -688 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,226 $278K <0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,203 $273K 0.01% +230 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,200 $272K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,198 $272K <0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,198 $271K 0.02% +149 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,193 $270K <0.01% +1 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,188 $269K 0.21% +69 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,187 $269K <0.01% +3 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,181 $268K 0.05% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,180 $267K <0.01% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,172 $266K <0.01% +161 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,171 $265K <0.01% new 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 1,160 $263K 0.03% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,157 $262K <0.01% -281 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,157 $262K 0.04% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,152 $261K 0.01% new 13F-HR Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,150 $261K 0.18% -13 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,148 $260K 0.02% +48 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,147 $260K 0.02% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,142 $259K 0.08% +24 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,139 $258K 0.02% -12 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,136 $258K 0.01% +31 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,134 $257K 0.02% -91 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,104 $250K 0.13% -715 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,097 $249K 0.01% +9 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,097 $249K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,092 $241K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,073 $240K 0.01% +172 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,059 $240K <0.01% +50 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,059 $240K 0.01% -58 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,041 $236K 0.01% +133 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,039 $235K 0.04% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,042 $235K 0.1% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,025 $232K 0.02% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,005 $228K 0.05% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,000 $227K 0.03% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,000 $227K 0.05% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,001 $225K 0.02% -31 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 990 $224K 0.01% -1,453 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 988 $224K 0.04% -21 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 987 $224K 0.03% +20 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 978 $222K 0.04% -5 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 975 $221K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 962 $218K 0.01% -1,900 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 961 $218K 0.01% -35 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 962 $217K <0.01% +20 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 955 $216K 0.02% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 966 $216K <0.01% +209 13F-HR/A Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 953 $216K 0.01% new 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 951 $216K 0.02% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 940 $213K <0.01% -71 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 940 $213K <0.01% -35 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 939 $213K 0.05% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 937 $212K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 936 $212K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 931 $211K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 922 $209K 0.03% +2 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 920 $208K 0.02% -103 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 909 $206K 0.08% new 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 925 $204K 0.11% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 902 $204K 0.01% +4 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 940 $204K 0.02% new 13F-HR Timeline Group Teton Advisors, Inc. More: the full row for Teton Advisors, Inc. 900 $204K 0.13% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 900 $204K 0.02% -309 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 900 $204K 0.09% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 899 $204K 0.01% new 13F-HR Timeline