Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 526,505 $28.9M 0.64% +2,076 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 522,558 $28.3M 0.69% +5,998 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 516,892 $28M 1.99% +1,699 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 511,321 $27.7M 2.91% +16,777 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 505,230 $27.4M 3.48% -33,374 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 504,854 $27.4M 0.09% +26,459 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 502,844 $27.2M 0.74% -15,888 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 498,820 $27M 3.45% -4,550 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 497,919 $27M 4.64% -1,484 13F-HR Timeline Group PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 496,583 $26.9M 12.67% +6,751 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 496,208 $26.9M 2.49% -16,835 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 495,433 $26.8M 0.58% +10,699 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 492,900 $26.7M 2.32% -15,143 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 492,118 $26.7M 1.34% +9,196 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 484,917 $26.3M 2.3% +11,666 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 484,615 $26.3M 0.96% -7,600 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 484,454 $26.2M 1.3% +182,230 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 481,667 $26.1M 0.45% +37,684 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 470,091 $25.5M 3.76% +22,349 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 469,270 $25.4M 3.6% +84,076 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 467,972 $25.4M 3.19% +2,369 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 421,966 $25.3M 15.92% 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 458,849 $25.3M +10,340 Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 449,846 $24.7M 0.35% +10,972 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 451,517 $24.5M 6.33% -37,091 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 447,405 $24.2M 2.95% +6 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 441,877 $23.9M 2.67% -1,058 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 440,157 $23.8M 2.42% +2,694 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 428,316 $23.2M 1.39% +6,070 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 426,019 $23.1M 0.15% +179,571 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 425,801 $23.1M 0.29% +14,585 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 425,155 $23M 0.07% +152,836 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 424,959 $23M 0.86% -73,117 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 424,354 $23M 0.91% -7,575 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 419,593 $22.7M 0.27% +56,861 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 418,375 $22.7M 3.72% -81,680 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 417,016 $22.6M 3.8% -37,929 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 414,896 $22.5M 0.98% -9,093 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 36,498 $22.4M 3.56% +23,513 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 408,895 $22.2M 1.32% +75,582 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 400,641 $21.7M 0.01% -5,743 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 400,000 $21.7M 1.11% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 397,630 $21.5M +10,170 Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 397,162 $21.5M 6.93% +52,538 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 394,949 $21.4M 2.24% +21,566 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 394,935 $21.4M 0.03% +371,782 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 392,817 $21.3M 0.17% +90,731 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 392,760 $21.3M 0.31% -1,605 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 387,620 $21M 3.53% -7,386 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 387,500 $21M 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 380,514 $20.6M 0.72% -67,382 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 379,276 $20.5M 0.49% -235,651 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 379,007 $20.5M 1.73% +30,670 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 377,618 $20.5M 1.16% +23,674 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 377,537 $20.5M 4.39% +8,933 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 376,939 $20.4M 3.1% +22,355 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 374,140 $20.3M 0.23% -1,667 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 372,864 $20.2M 0.49% -365,749 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 369,712 $20M 0.11% +16,904 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 368,877 $20M 0.31% +25,056 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 366,432 $19.9M 0.36% +328,082 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 366,074 $19.8M 3.57% -2,969 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 365,945 $19.8M 0.27% -15,293 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 365,218 $19.8M 0.64% +4,894 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 365,185 $19.8M 1.36% +2,648 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 363,597 $19.7M 0.03% +30,538 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 361,698 $19.6M 1.35% +19,378 13F-HR Timeline Group GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 359,652 $19.5M 7.95% +22,266 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 359,146 $19.5M 0.23% +78,400 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 357,208 $19.4M 0.4% -8,631 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 354,018 $19.2M 4.93% +2,335 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 353,073 $19.1M 2.74% -19,712 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 352,268 $19.1M 1.3% -3,805 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 350,668 $19M 2.81% -7,068 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 348,123 $18.9M 0.25% +20,853 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 347,043 $18.8M 2.69% +9,933 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 346,080 $18.8M 12.21% -12,410 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 345,208 $18.7M 4.15% +7,435 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 341,711 $18.5M 4.16% +48,886 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 341,740 $18.5M 0.71% -3,979 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 340,545 $18.5M 6.34% -14,461 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 336,435 $18.2M 1.52% +28,314 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 334,420 $18.1M 3.53% +108,518 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 334,385 $18.1M 0.05% +193,185 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 332,804 $18M 0.58% +6,069 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 331,342 $18M 0.04% +6,131 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 331,106 $17.9M 3.68% +6,882 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 328,613 $17.8M 7.3% -542 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 328,550 $17.8M 0.73% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 328,288 $17.8M 0.83% -3,696 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 320,085 $17.6M 0.01% -41,576 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 322,055 $17.6M 3.31% -2,619 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 320,478 $17.4M 0.72% +307,586 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 319,556 $17.3M +27,804 Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 318,487 $17.2M 1.77% -4,622 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 315,429 $17.1M 0.44% -5,844 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 314,918 $17.1M 0.95% -84,637 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 313,918 $17M 0.64% new 13F-HR/A Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 312,977 $17M 0.98% +28,951 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 310,623 $16.9M 5.67% -4,797 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 312,376 $16.9M 0.02% +2,883 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 311,920 $16.9M 0.6% +1,221 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 309,576 $16.8M 9.72% +2,702 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 308,918 $16.7M 0.01% +138,810 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 307,840 $16.7M 0.78% -6,474 13F-HR Timeline Group PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 306,534 $16.6M 1.33% +4,448 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 304,473 $16.5M 2.85% -1,432 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 304,032 $16.5M <0.01% +18,919 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 302,608 $16.4M 1.49% -13,399 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 301,219 $16.3M 2.9% +6,619 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 300,652 $16.3M 3.56% +8,709 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 298,000 $16.1M 2.02% 0 13F-HR Timeline Group SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 296,020 $16M 1.75% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 294,444 $16M 5.32% +1,465 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 294,229 $15.9M 0.32% -1,283 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 291,772 $15.8M 4.95% new 13F-HR/A Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 290,190 $15.7M 5.19% +1,732 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 289,643 $15.7M 1.42% +93,934 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 289,083 $15.7M 0.15% +153,322 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 289,045 $15.7M 0.35% -7,291 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 288,044 $15.6M 10.21% -2,338 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 287,870 $15.6M 0.1% +70,896 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 287,090 $15.6M 0.23% +1,166 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 286,715 $15.5M 2.9% 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 286,372 $15.5M 1.53% +59,579 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 286,192 $15.5M 0.45% +7,928 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 284,473 $15.4M 7.09% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 283,995 $15.4M 0.28% -1,922 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 283,400 $15.4M 0.29% +14,236 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 283,299 $15.3M 5.94% +615 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 282,828 $15.3M 6.59% +5,796 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 282,444 $15.3M 6.91% +6,528 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 282,391 $15.3M 0.35% +75,334 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 281,048 $15.2M 1.83% +2,234 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 280,071 $15.2M 2.84% -15,097 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 277,908 $15.1M 8.51% -143,351 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 277,257 $15M 2.94% -4,041 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 272,105 $14.7M 0.75% +12,612 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 271,939 $14.7M 0.22% +48,464 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 271,718 $14.7M 7.51% -47,046 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 270,375 $14.6M 0.45% -11,108 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 267,665 $14.5M 7.97% +3,536 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 266,499 $14.4M 2.05% +5,896 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 265,951 $14.4M 2.8% -45,096 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 265,799 $14.4M 6.19% -1,609 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 265,531 $14.4M 0.41% -9,349 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 263,879 $14.3M 2.64% +1,581 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 263,867 $14.3M 1.44% +5,017 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 263,748 $14.3M 3.82% -68,703 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 263,396 $14.3M 0.13% +23,916 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 263,332 $14.3M 1.98% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 261,859 $14.2M 3.36% +3,532 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 261,272 $14.2M 2.95% -8,659 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 260,913 $14.1M 4.68% +19,148 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 258,143 $14M 3.49% -19,219 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 256,936 $13.9M 4.8% +509 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 256,766 $13.9M 0.81% +6,586 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 256,340 $13.9M 1.31% +21,406 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 252,854 $13.8M 6.2% +6,612 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 253,664 $13.7M 1.8% +12,832 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 253,493 $13.7M 1.38% -21,855 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 252,498 $13.7M 1.05% -9,281 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 251,416 $13.6M 0.29% -237 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 249,172 $13.5M 2.86% -30,350 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 247,473 $13.4M 0.34% -12,716 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 246,827 $13.4M 0.73% -797,478 13F-HR Timeline Group Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 246,326 $13.3M 3.92% -2,175 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 244,493 $13.2M 0.83% +1,443 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 244,166 $13.2M 0.42% -559 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 241,526 $13.1M 3.87% +5,656 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 240,398 $13M 2.34% -1,912 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 237,916 $12.9M 3.21% +1,091 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 237,546 $12.9M 0.54% +19,416 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 235,524 $12.8M 0.81% +5,479 13F-HR/A Timeline LPWM LLC More: the full row for LPWM LLC 235,206 $12.7M 3.4% +6,918 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 234,242 $12.7M 4.81% +18,860 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 234,226 $12.7M 1.86% -47,986 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 234,077 $12.7M 0.87% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 230,139 $12.5M 0.52% +8,570 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 229,185 $12.4M 0.09% -4,021 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 227,685 $12.3M 0.01% -121,623 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 227,446 $12.3M -71,901 Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 226,948 $12.3M 5.78% +11,783 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 226,705 $12.3M 0.8% +5,781 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 226,451 $12.3M 0.82% +8,360 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 225,742 $12.2M 4.85% -12,446 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 225,684 $12.2M 0.97% +9,598 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 225,239 $12.2M 0.15% +7,163 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 225,243 $12.2M 5.66% +3,907 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 224,902 $12.2M 0.5% +1,783 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 224,759 $12.2M 5.21% +5,095 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 224,458 $12.2M 4.48% +8,385 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 223,127 $12.1M 0.32% +11,955 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 223,066 $12.1M 0.81% +461 13F-HR Timeline Group RPTC Inc. More: the full row for RPTC Inc. 222,376 $12M 2.1% +1,141 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 221,835 $12M 0.22% +6,387 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 220,793 $12M 0.16% +113,323 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 220,646 $12M 0.18% +6,793 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 219,857 $11.9M 3.09% +8,993 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 219,849 $11.9M 7.8% +2,480 13F-HR Timeline