Boltwood Capital Management More: the full row for Boltwood Capital Management 9,178 $600K 0.18% -1,215 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 9,164 $599K 0.32% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,154 $598K 0.02% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,113 $595K 0.01% +540 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,099 $594K 0.01% -10,596 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,878 $580K 0.04% +163 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,843 $578K <0.01% -22,484 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 8,804 $575K 0.62% -875 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,793 $574K 0.05% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,762 $572K <0.01% -165 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,608 $562K 0.01% new 13F-HR/A Timeline Group NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 8,544 $558K 0.1% new 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 8,423 $550K <0.01% +644 13F-HR Timeline Group Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 8,381 $548K 0.53% 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 8,380 $547K 0.02% +3,999 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 8,330 $544K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,275 $541K 0.12% -10,700 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,248 $539K <0.01% -795 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 8,223 $537K 0.02% +7,016 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,077 $528K 0.02% +309 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,001 $523K 0.04% -2,201 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,879 $515K 0.06% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,730 $505K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,717 $504K 0.07% +536 13F-HR Timeline TOBAM More: the full row for TOBAM 7,696 $503K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,604 $497K 0.56% -1,603 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,544 $493K 0.04% +1,449 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 7,486 $489K 0.29% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,342 $480K 0.01% +54 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,991 $479K <0.01% -251 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 7,316 $478K 0.2% 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 7,295 $477K 0.06% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 7,290 $476K 0.18% +1,100 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,268 $475K 0.02% +5,726 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 7,215 $471K 0.07% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,178 $469K <0.01% -133 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,141 $467K 0.35% -61 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,115 $465K <0.01% -625 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 7,094 $463K 0.06% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,691 $463K 0.03% +646 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,082 $463K 0.01% +421 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,079 $462K 0.01% -33,027 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 6,959 $458K 0.01% -130 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,993 $457K 0.01% +3,320 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 6,904 $451K 0.42% 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,806 $445K 0.13% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,791 $444K 0.02% -103 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,716 $439K 0.02% -1,302 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 6,698 $438K 0.24% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,663 $435K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,621 $433K 0.14% +1,461 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,599 $431K 0.01% 0 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 6,559 $428K 0.1% -102 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,458 $422K <0.01% -907 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 6,422 $420K 0.01% -11 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,330 $414K 0.03% +25 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,329 $413K <0.01% -1,191 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 6,308 $412K 0.28% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,242 $408K 0.09% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,176 $403K <0.01% -942 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 6,130 $400K 0.04% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,809 $398K 0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,033 $398K 0.18% +1,081 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 6,054 $396K 0.31% +60 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,044 $395K <0.01% -210 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,000 $392K <0.01% -579 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,988 $391K 0.01% +1,234 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 5,819 $383K <0.01% +1,261 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,853 $382K <0.01% +435 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,834 $381K 0.04% +72 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,818 $380K 0.01% -39 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,716 $373K 0.02% +892 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,688 $372K 0.08% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,613 $367K 0.01% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,612 $367K 0.02% -183 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,600 $366K 0.02% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,540 $362K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,502 $359K 0.01% +157 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,495 $359K 0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,431 $355K 0.01% -161 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,428 $355K 0.01% +316 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 5,403 $353K 0.32% -375 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,234 $342K 0.09% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,206 $340K <0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,185 $339K 0.06% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,165 $337K <0.01% -825 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,130 $334K 0.02% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,091 $333K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,089 $333K 0.01% new 13F-HR/A Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,032 $329K 0.1% -191 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,013 $328K 0.25% -51 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,018 $328K 0.01% new 13F-HR Timeline Group Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 4,950 $323K 0.17% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,929 $322K 0.05% -1,213 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,883 $319K 0.07% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 4,882 $319K 0.18% +208 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 4,837 $316K 0.33% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,806 $314K <0.01% +4,377 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,803 $314K 0.27% 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 4,784 $313K 0.06% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 4,750 $310K 0.04% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,731 $309K 0.01% -369 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 4,671 $305K 0.01% -6 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,673 $305K 0.05% +33 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,660 $304K 0.03% +90 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 4,649 $304K 0.01% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,486 $304K 0.1% +59 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,631 $303K 0.01% new 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 4,589 $300K <0.01% new 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,539 $297K 0.04% -67 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,518 $295K 0.02% -99 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,522 $295K 0.01% -41 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,424 $289K 0.24% +3 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,400 $287K 0.05% -14,640 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,354 $284K 0.09% -22 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,258 $278K 0.06% -276 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 4,255 $278K 0.01% new 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,148 $271K 0.01% new 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,129 $270K <0.01% new 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 4,105 $268K 0.07% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,048 $264K 0.05% -3,765 13F-HR Timeline Group GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 4,047 $264K <0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,000 $261K 0.02% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 4,000 $261K 0.03% 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,960 $259K 0.11% 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,915 $256K 0.06% new 13F-HR Timeline Group Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,881 $254K 0.02% new 13F-HR Timeline American Trust More: the full row for American Trust 3,872 $253K 0.02% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,763 $253K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,853 $252K 0.01% -5,632 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,797 $248K 0.16% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,750 $245K <0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,693 $241K <0.01% -1,322 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,625 $237K <0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,605 $236K 0.05% -16,419 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,573 $233K 0.01% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,543 $231K 0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,530 $230K 0.01% new 13F-HR/A Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,460 $226K 0.11% -1,483 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,442 $225K 0.23% 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,441 $225K 0.03% 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 3,385 $221K <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,342 $218K 0.01% +65 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,291 $215K 0.02% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,267 $213K 0.02% new 13F-HR Timeline Group Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,260 $213K 0.14% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,200 $209K 0.23% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,139 $205K 0.01% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,113 $205K 0.02% +722 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,136 $205K 0.01% -1,806 13F-HR/A Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,120 $204K 0.03% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,094 $202K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,942 $192K 0.03% -40,621 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,744 $179K <0.01% -146 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,710 $177K 0.11% -633 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,336 $153K 0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,337 $153K <0.01% -210 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,279 $149K <0.01% +79 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,106 $138K <0.01% -416 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,074 $135K <0.01% -5,020 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,990 $130K 0.06% +498 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,961 $128K 0.01% +15 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,695 $124K <0.01% -5 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,859 $121K 0.03% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,766 $115K 0.04% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,702 $111K <0.01% -18 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,644 $107K 0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,454 $107K 0.01% -18 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,598 $104K <0.01% +287 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,586 $104K 0.01% +182 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,484 $97K 0.06% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,465 $96K 0.01% -127 13F-HR Timeline Group Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 1,443 $95K <0.01% +197 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,429 $93.4K 0.01% -59 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,327 $86.7K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,267 $82.8K 0.01% +1,065 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,232 $80.5K 0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,232 $80.5K 0.06% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,192 $77.9K <0.01% +1,129 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,176 $76.8K <0.01% +496 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quarry LP More: the full row for Quarry LP 1,134 $74.1K 0.01% -10,592 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,119 $73.1K <0.01% +6 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,075 $70.2K 0.02% +65 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,064 $69.5K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,039 $67.9K 0.03% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,000 $65K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 960 $62.7K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 930 $60.8K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 900 $58.8K 0.03% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 897 $58.6K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 869 $57K 0.03% -142 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 870 $56.8K <0.01% -5 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 826 $54K 0.01% -32 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 800 $52.3K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 769 $50.2K <0.01% -13 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 761 $49.7K 0.01% -1,922 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 735 $48K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 724 $47.3K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 704 $46K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 704 $46K <0.01% +34 13F-HR Timeline