OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 18,094 $1.33M 0.02% -1,343 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 17,910 $1.32M 0.02% -414 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,887 $1.32M 0.03% -963 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,844 $1.31M 0.01% +1,544 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 17,602 $1.3M 0.24% -753 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 17,574 $1.3M 0.71% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 17,395 $1.28M 0.07% -218,686 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 17,329 $1.28M 0.03% new 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 17,310 $1.28M 0.16% -565 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,257 $1.27M 0.03% +190 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 17,134 $1.26M <0.01% -2,701 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 17,101 $1.26M 0.06% -756 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 16,970 $1.25M 0.47% -18 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,834 $1.24M 0.01% -455 13F-HR Timeline Group Arjuna Capital More: the full row for Arjuna Capital 16,748 $1.23M 0.3% +175 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,651 $1.23M 0.01% 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 16,647 $1.23M 0.05% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 16,599 $1.22M 0.09% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,585 $1.22M 0.02% +4,828 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,554 $1.22M 0.05% -773 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 16,480 $1.21M 0.03% +13,000 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 16,295 $1.2M 0.04% -4,535 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 16,291 $1.2M 0.05% +1,811 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 16,245 $1.2M 0.79% +468 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 16,108 $1.19M 0.08% -2,359 13F-HR Timeline Group Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 16,074 $1.18M 0.08% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,031 $1.18M +2,313 Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 16,126 $1.18M 0.01% +933 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 15,864 $1.17M 0.03% -1,746 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,382 $1.16M <0.01% +1,028 13F-HR Timeline Group NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 15,771 $1.16M 0.07% -1,254 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,702 $1.16M 0.28% -360 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,694 $1.16M 0.01% +1,032 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15,616 $1.15M 0.05% +2,929 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 15,601 $1.15M 0.16% new 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 15,502 $1.14M 0.08% +10 13F-HR/A Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 15,269 $1.13M 0.29% -900 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 15,238 $1.12M 0.52% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,233 $1.12M 0.01% +154 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 15,231 $1.12M 0.03% -1,006 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,146 $1.12M 0.1% +20 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 15,128 $1.11M 0.33% -438 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 15,107 $1.11M 0.84% +256 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 15,084 $1.11M 0.01% -538 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15,060 $1.11M 0.02% +701 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,025 $1.11M 0.02% -1,799 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 15,000 $1.1M 0.3% new 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 14,962 $1.1M 0.02% -503 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 14,757 $1.09M 0.02% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 14,714 $1.08M 0.03% -9 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 14,666 $1.08M 0.01% -11,521 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 14,659 $1.08M 0.11% -1,893 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 14,653 $1.08M 0.09% -152 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 14,477 $1.07M 0.5% -10 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 14,424 $1.06M 0.56% +87 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,232 $1.06M 0.02% -239 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 14,148 $1.04M 0.18% -420 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,129 $1.04M 0.02% +10,902 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,487 $1.04M -330 Timeline Tevis Investment Management More: the full row for Tevis Investment Management 12,590 $1.04M 0.62% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 14,000 $1.03M 0.06% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,985 $1.03M 0.02% +3,879 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 13,970 $1.03M 0.09% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,939 $1.03M 0.05% +492 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,890 $1.02M 0.01% +1,887 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 13,843 $1.02M 0.04% +317 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 13,639 $1.01M 0.45% +72 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 13,582 $1M 0.47% -3,055 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 13,505 $999K 0.13% -1,325 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13,527 $997K 0.67% -268 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 13,501 $995K 0.11% -751 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,485 $994K 0.09% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 13,450 $991K 0.04% -1,000 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,999 $988K 0.14% -194 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 13,354 $984K 0.19% -1,766 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 13,332 $982K <0.01% -582 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 13,525 $982K 0.2% +2,000 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 12,857 $980K 0.19% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,236 $976K 0.02% -1,956 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,224 $974K 0.01% +117 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,133 $968K 0.02% +2,741 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,082 $964K 0.05% +812 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 13,071 $963K 0.1% -1,160 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 13,036 $961K 0.01% -1,905 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 13,021 $960K 0.04% -10,038 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 13,018 $959K 0.32% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,885 $950K 0.02% +1,349 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,876 $949K 0.01% +3,726 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 12,761 $940K <0.01% +25 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 12,752 $940K 0.12% -491 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 12,600 $928K 0.12% 0 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 12,568 $926K 0.35% -3,792 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,546 $924K 0.04% +5,376 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,514 $922K 0.02% -1,264 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,409 $914K 0.01% +1,233 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 12,390 $913K 0.38% +10 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 12,372 $912K 0.39% -2,060 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,265 $904K 0.03% -25 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 10,819 $903K 0.02% +101 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 12,126 $894K 0.13% +4,809 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 12,114 $893K 0.2% -132 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 12,031 $887K 0.23% +1,490 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,946 $880K 0.05% -255 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,887 $876K 0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,822 $871K 0.01% +1,207 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,738 $865K 0.02% -165 13F-HR/A Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 11,715 $863K 0.52% -1,119 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,691 $861K 0.01% +3 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,648 $858K 0.08% -816 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,636 $857K 0.01% -899 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,524 $849K 0.05% -1,337 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,519 $849K 0.05% -6,766 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 10,027 $848K 0.51% +12 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,505 $848K 0.06% -633 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 11,502 $848K 0.2% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 11,376 $838K 0.1% -566 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 11,325 $835K 0.06% +105 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 11,309 $833K 0.69% +4,589 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 11,304 $833K 0.08% -582 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 11,294 $832K +11,062 Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,191 $830K 0.01% +441 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,261 $830K 0.02% +3,963 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 11,258 $830K 0.03% +2,530 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,224 $827K 0.02% +138 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,211 $826K 0.05% +1,083 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 11,192 $825K 0.01% +285 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 11,182 $824K 0.44% +100 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,156 $822K <0.01% -322 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,140 $821K 0.01% +2,360 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,077 $820K 0.05% 0 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 11,100 $818K 0.02% 0 13F-HR/A Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 11,027 $813K 0.15% +1,363 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 11,014 $812K 0.03% -464 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,007 $811K 0.03% -5 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 11,000 $811K 0.05% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,882 $802K 0.36% +28 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 10,862 $800K 0.3% -507 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,483 $799K 0.02% +848 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 10,835 $798K 0.08% -428 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,835 $798K 0.07% +465 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,811 $797K 0.01% -9,330 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 10,802 $796K 0.1% new 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 10,732 $791K 0.07% -293 13F-HR Timeline Group CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 10,717 $790K 0.66% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,712 $789K 0.03% +539 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,699 $788K 0.14% -26 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,670 $786K 0.01% +1,807 13F-HR/A Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 10,649 $785K 0.23% -300 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 10,647 $784K 0.51% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 10,621 $783K -204 Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,568 $779K 0.02% +232 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 10,541 $777K 0.09% +261 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 10,421 $768K 0.16% -3,150 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 10,397 $766K 0.11% -1,215 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 10,395 $766K 0.26% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,368 $764K 0.01% -346 13F-HR Timeline Group Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 10,362 $764K 0.82% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,337 $762K 0.02% +109 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 10,327 $761K 0.67% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,210 $752K 0.01% +117 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,203 $752K 0.01% +608 13F-HR Timeline InvesTrust More: the full row for InvesTrust 10,169 $749K 0.29% -158 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 10,121 $746K 0.17% +1,832 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 10,100 $744K 0.12% -200 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $737K 0.15% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,968 $735K 0.02% +744 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,961 $734K 0.02% -355 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,807 $723K 0.31% +64 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 9,785 $721K 0.07% +4,150 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 9,788 $721K 0.31% -400 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,766 $720K 0.23% -208 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,717 $716K 0.02% -1,045 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 9,664 $712K 0.17% -9,911 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,645 $711K 0.01% -537 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,609 $708K 0.01% +62 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 9,600 $707K 0.06% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,595 $707K 0.16% -500 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 8,014 $699K 0.08% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,440 $696K 0.01% -4,307 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,426 $695K 0.01% -1,660 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,366 $690K 0.2% -237 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 9,354 $689K 0.06% +1,259 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 9,349 $689K 0.02% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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