PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,521 $657K 0.09% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,512 $655K 0.08% +39 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,486 $650K 0.22% +156 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 3,496 $649K <0.01% +1,770 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,476 $648K 0.27% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,465 $646K 0.27% -31 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,647 $644K 0.09% 0 13F-HR/A Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,444 $642K 1.37% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,439 $641K 0.23% +427 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,437 $641K 0.09% +1,418 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,433 $640K 0.51% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,414 $637K 0.04% +43 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,412 $636K 0.09% -366 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,411 $636K 0.18% -71 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,399 $634K 0.08% -482 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 3,382 $631K 0.21% -54 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,382 $631K 0.25% +123 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,381 $631K 0.3% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 3,378 $630K 0.08% -1 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,360 $627K 0.05% -345 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 3,350 $625K 0.28% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,348 $624K 0.28% +715 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 3,347 $624K 0.12% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,334 $624K 0.14% -1,190 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,323 $620K 0.06% -12 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,320 $619K <0.01% new 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 3,317 $619K <0.01% -847,518 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,308 $617K <0.01% new 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 3,302 $616K 0.2% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,284 $612K 0.02% +2 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,282 $612K 0.2% -113 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,279 $612K 0.01% +521 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,245 $605K 0.04% -187 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,244 $605K 0.14% +12 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 3,239 $604K 0.03% +253 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,226 $603K 0.16% +33 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,231 $603K 0.25% -1,333 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,228 $602K <0.01% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,227 $602K 0.07% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,218 $600K 0.28% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,212 $599K 0.05% +17 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,212 $599K 0.12% 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 3,211 $599K 0.02% -956 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,208 $598K 0.1% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,206 $598K 0.11% -225 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,194 $596K 0.1% +55 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,161 $589K 0.37% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,159 $589K 0.04% +303 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,149 $587K 0.23% +1,308 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,144 $586K 0.26% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,115 $581K 0.44% -133 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,113 $581K 0.32% +6 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,105 $579K 0.57% +30 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,091 $577K 0.19% +16 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,088 $576K 0.33% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 3,085 $575K 0.04% +249 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,082 $575K 0.08% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,082 $575K 0.03% -8 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,077 $574K 0.23% +547 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 3,075 $573K 0.02% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,071 $573K <0.01% -568,742 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,048 $571K 0.15% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,048 $569K 0.18% 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,044 $568K 0.02% -87 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,041 $567K 0.09% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,038 $567K 0.33% +21 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 3,038 $567K 0.29% +234 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,049 $566K 0.01% +409 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Next Capital Management LLC More: the full row for Next Capital Management LLC 3,031 $566K 0.19% +266 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,029 $565K 0.15% -192 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 3,025 $564K 0.77% +17 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,024 $564K 0.68% +2 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,006 $563K 0.05% +353 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,003 $560K 0.13% +394 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,996 $559K 0.18% -39 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,994 $558K 0.09% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,979 $556K 0.11% +57 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,979 $556K 0.05% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,974 $555K 0.06% +44 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,961 $552K 0.5% -150 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 2,936 $551K 0.14% -317 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,949 $550K 0.22% +1,177 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,930 $546K 0.54% -3,738 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,930 $546K 0.02% -203 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,929 $546K 0.16% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,921 $545K 0.09% -400 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,920 $545K 0.46% -260 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,909 $542K 0.35% +10 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 2,896 $540K 0.17% new 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 2,890 $539K 0.14% -7 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,881 $537K 0.13% +70 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,871 $535K 0.05% -39 13F-HR Timeline Cambridge Advisors Inc. 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Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 2,745 $512K 1.04% +544 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,729 $512K 0.06% +420 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,728 $509K 0.15% -35 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,724 $508K 0.06% +25 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,724 $508K 0.01% 0 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,708 $505K 0.01% -6 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,708 $505K 0.11% 0 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,707 $505K <0.01% -2,180 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,704 $504K 0.08% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 2,686 $504K 0.19% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,689 $501K 0.05% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,688 $501K 0.07% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,680 $500K 0.19% +811 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,680 $500K 0.1% -175 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,678 $500K 0.03% -44 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,676 $499K 0.04% -556 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,675 $499K 0.08% -90 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,650 $497K 0.28% +200 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,663 $497K 0.07% +36 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,661 $496K 0.04% -339 13F-HR Timeline Harbor Group, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 2,434 $454K 0.03% -74 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,413 $450K 0.16% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,412 $450K 0.1% +938 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,406 $449K 0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,399 $447K 0.06% -81 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,389 $445K 0.04% -1 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,389 $445K 0.06% +810 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,383 $445K 0.06% +2 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,381 $444K 0.3% +109 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,377 $443K 0.4% +185 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,375 $443K 0.15% -533 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,375 $443K 0.18% +378 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,355 $439K 0.07% -110 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,348 $438K 0.11% -40 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,341 $437K 0.07% -2 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,329 $434K 0.18% -151 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 2,323 $433K 0.34% +7 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,315 $432K 0.22% +6 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,314 $432K 0.25% +127 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,303 $430K 0.27% 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,293 $430K 0.09% 0 13F-HR Timeline Sterling Wealth Management, Inc. 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