FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,079 $1.23M <0.01% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,063 $1.22M 0.06% -498 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,111 $1.19M +665 Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 2,000 $1.19M 0.04% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 2,000 $1.19M 0.02% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,982 $1.17M -293 Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,007 $1.17M 0.1% +93 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 1,949 $1.16M 0.08% -124 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,929 $1.14M 0.26% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,894 $1.12M 0.03% -197 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 1,877 $1.11M 0.06% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,866 $1.11M 0.01% +125 13F-HR Timeline Group PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 1,790 $1.06M 0.2% -320 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,783 $1.06M 0.05% -33 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,770 $1.05M 0.48% +38 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,770 $1.05M 0.07% -50 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 1,750 $1.04M 0.03% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,784 $1.04M <0.01% +181 13F-HR Timeline Group CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,779 $1.03M 0.37% -11 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,720 $1.02M <0.01% +1,210 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,686 $1000K <0.01% +253 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,684 $998K 0.01% +309 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,673 $992K -156 Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,671 $991K 0.01% -340 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,650 $978K 0.93% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,622 $962K 0.06% +111 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 1,649 $959K 0.42% 0 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 1,584 $939K 0.01% -2,739 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,579 $937K <0.01% +131 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,574 $933K 0.33% -25 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,569 $930K 0.11% 0 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 1,555 $922K 0.28% -23 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,555 $922K 0.04% -3,582 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,550 $919K 0.53% -35 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 1,521 $902K 0.03% 0 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 1,516 $899K 0.01% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,516 $899K 0.08% -85 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 1,490 $883K 0.02% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,462 $867K 0.02% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,445 $857K 0.05% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,440 $854K 0.15% +12 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,421 $842K 0.02% -808 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,416 $839K 0.04% +331 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,410 $836K 0.12% +49 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,398 $829K 0.04% +12 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,369 $812K 0.01% +352 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,361 $807K 0.13% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 1,334 $791K 0.23% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,326 $786K 0.06% -87 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,302 $772K 0.01% -86 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,298 $770K 0.14% -478 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,276 $756K 0.1% +477 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,262 $748K 0.01% -128 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,246 $739K <0.01% +100 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,211 $730K 0.34% +150 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,212 $719K 0.07% -606 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,209 $716K -1,233 Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 1,207 $716K 0.01% -4 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,201 $712K 0.25% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,194 $708K 0.01% -266 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,161 $688K <0.01% +2 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 1,159 $687K 0.1% +56 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,152 $683K 0.01% -145 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,150 $682K 0.02% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,144 $678K 0.01% -74 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,143 $678K 0.01% -160 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,132 $671K 0.04% +64 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,131 $671K 0.01% +357 13F-HR Timeline Group WASATCH ADVISORS LP More: the full row for WASATCH ADVISORS LP 1,129 $669K <0.01% +5 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,120 $664K 0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,118 $663K 0.01% -484 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,113 $660K 0.02% +16 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 1,105 $655K 0.01% -100 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,090 $646K 0.2% -5 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,080 $640K 0.13% -24 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,075 $637K 0.28% +152 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,074 $637K 0.05% +109 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,064 $631K 0.19% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,038 $622K 0.03% +305 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,049 $622K 0.23% -170 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,037 $615K 0.05% -939 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,029 $610K 0.11% -32 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,026 $608K 0.11% +14 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,046 $604K 0.03% -1,089 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,015 $602K 0.02% +1,012 13F-HR/A Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,014 $601K 0.05% -738 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,011 $599K 0.01% +9 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 1,000 $593K 0.06% 0 13F-HR Timeline Teton Advisors, Inc. More: the full row for Teton Advisors, Inc. 1,000 $593K 0.36% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,005 $592K 0.05% -529 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 999 $592K 0.08% +2 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 991 $588K 0.02% -147 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 968 $574K <0.01% -49 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 957 $567K 0.01% +5 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 956 $567K 0.05% +198 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 948 $562K 0.01% -238 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 945 $560K 0.01% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 942 $558K 0.02% +19 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 937 $555K <0.01% -121 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 933 $553K <0.01% -42 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 929 $551K 0.01% +123 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 926 $549K +596 Timeline BURNEY CO/ More: the full row for BURNEY CO/ 925 $548K 0.02% -25 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 877 $520K <0.01% -2,159 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 876 $519K 0.03% -46 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 873 $518K 0.05% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 838 $497K 0.06% +40 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 825 $489K 0.01% -94 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 825 $489K 0.01% +148 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 809 $480K 0.03% -59 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 807 $478K <0.01% -724 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 807 $478K 0.02% -63 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 787 $467K 0.05% -6 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 786 $466K 0.02% +50 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 800 $465K <0.01% +800 13F-HR Timeline Group Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 780 $462K 0.67% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 762 $452K 0.01% -3 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 755 $448K 0.04% -19 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 750 $445K 0.01% -8 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 740 $439K 0.01% +174 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. 739 $438K 0.03% new 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 732 $434K 0.02% -144 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 722 $428K 0.08% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 711 $422K <0.01% -64 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 710 $421K 0.02% -1 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 710 $421K 0.01% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 704 $417K 0.05% +123 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 700 $415K 0.06% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 698 $414K 0.01% -528 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 690 $409K 0.02% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 688 $408K 0.05% +26 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 695 $406K 0.01% -37 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 685 $406K <0.01% new 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 684 $406K 0.17% +30 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 675 $400K <0.01% new 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 673 $399K 0.02% +90 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 668 $396K 0.01% +167 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 663 $393K 0.01% +50 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 660 $391K 0.13% -10 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 659 $391K 0.02% -398 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 659 $391K 0.06% +9 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 658 $390K <0.01% -496 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 655 $388K 0.01% +4 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 650 $385K 0.05% +40 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 642 $381K <0.01% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 630 $373K 0.18% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 622 $369K <0.01% +2 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 621 $368K <0.01% +69 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 619 $367K 0.02% +122 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 613 $363K 0.15% +59 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 605 $359K 0.01% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 597 $354K 0.03% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 592 $351K 0.01% -815 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 590 $350K 0.01% -68 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 590 $350K 0.02% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 586 $347K <0.01% 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 583 $346K <0.01% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 579 $343K 0.03% +120 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 575 $341K 0.01% +41 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 574 $340K 0.02% -147 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 571 $338K 0.01% +38 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 570 $338K <0.01% -132 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 565 $335K 0.04% -4 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 555 $329K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 565 $328K 0.03% -52 13F-HR Timeline QSV Equity Investors LLC More: the full row for QSV Equity Investors LLC 552 $327K 0.34% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 550 $326K 0.04% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 546 $324K 0.06% +47 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 546 $324K 0.05% +14 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 543 $322K <0.01% +64 13F-HR/A Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 538 $319K 0.23% -117 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 537 $318K 0.08% -230 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 510 $317K 0.01% +13 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 526 $312K <0.01% +3 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 536 $310K 0.01% +7 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 523 $310K 0.1% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 520 $308K 0.03% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 520 $308K 0.25% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 512 $304K 0.03% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 511 $303K 0.07% +17 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 510 $302K <0.01% +7 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 509 $302K 0.02% +28 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 507 $301K 0.15% +45 13F-HR Timeline OSSIAM More: the full row for OSSIAM 502 $298K <0.01% +118 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 500 $296K 0.05% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 500 $296K 0.22% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 498 $295K 0.01% -67 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 495 $293K 0.06% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 490 $290K 0.02% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 497 $290K 0.08% +3 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 484 $287K 0.15% -21 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 482 $286K 0.04% -100 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 480 $285K 0.06% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 471 $279K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 469 $278K 0.03% -584 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 465 $276K 0.05% +40 13F-HR Timeline MARTIN CURRIE LTD More: the full row for MARTIN CURRIE LTD 462 $274K 0.01% -1,219 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 462 $274K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 461 $273K <0.01% +102 13F-HR/A Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 456 $270K 0.06% +38 13F-HR Timeline