GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 23,509 $5.79M 0.03% +2,995 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 23,501 $5.79M 0.07% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 23,496 $5.78M 0.51% +1,598 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 22,929 $5.65M 4.18% +369 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 22,413 $5.52M 0.15% -1,214 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 22,286 $5.49M 1.7% +210 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 22,105 $5.44M 0.03% +6,286 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 22,073 $5.43M 0.07% -326 13F-HR Timeline Group STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 22,574 $5.42M 3.09% +944 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 22,006 $5.42M 3.75% -1,573 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 21,656 $5.33M 1.61% +484 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 21,544 $5.3M 0.58% 0 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 21,434 $5.28M 0.04% -388 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 20,984 $5.17M 0.08% -113 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 20,962 $5.16M 0.94% -80 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 20,775 $5.12M 1.57% +7 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 20,723 $5.1M 1.08% 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 20,672 $5.09M 3.2% +184 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 20,517 $5.05M 1.75% -2,531 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 20,020 $4.93M 0.89% +1,396 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 19,923 $4.91M 0.95% -645 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 19,722 $4.86M 3.26% +234 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 19,511 $4.8M 2.51% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 19,049 $4.69M 0.09% -199 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 18,353 $4.52M 0.15% +42 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 18,274 $4.5M 0.47% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 18,210 $4.48M 0.53% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,170 $4.47M 0.02% +12,567 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,974 $4.43M 0.18% -383 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,920 $4.41M 0.13% -1,104 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 17,862 $4.4M 0.22% -630 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,611 $4.34M 0.17% -53 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 17,551 $4.32M 0.04% +15,627 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,438 $4.29M 0.26% +1,112 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 17,388 $4.28M 0.82% -1,459 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 17,281 $4.25M 0.09% -5,216 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,814 $4.14M 0.22% +207 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,594 $4.09M 0.04% -13 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 16,363 $4.03M 1.46% -62 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 16,014 $3.94M 0.2% 0 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 15,995 $3.94M 3.78% +481 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 15,755 $3.88M 2.68% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 15,612 $3.84M 0.58% -359 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,550 $3.83M 0.11% +3,017 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 15,538 $3.83M 1.93% +13,931 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 15,450 $3.8M 0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 15,375 $3.79M 0.13% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 15,342 $3.78M 0.34% +214 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15,317 $3.77M 2.08% -655 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 15,124 $3.72M 0.53% new 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 14,888 $3.67M 2.07% +940 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 14,844 $3.65M 0.38% -355 13F-HR/A Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 14,465 $3.56M 3.33% -106 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,251 $3.51M 0.29% +11,499 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,238 $3.51M 0.19% 0 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 14,222 $3.5M 3.02% -350 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 14,089 $3.47M 1.33% -383 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 14,046 $3.46M 1.02% -619 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 14,044 $3.46M 0.11% -1,197 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,827 $3.4M 0.02% +1,810 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,770 $3.39M 0.03% -1,622 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 13,768 $3.39M 0.6% -218 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 13,675 $3.37M 0.06% +235 13F-HR Timeline Group Alpha Zero LLC More: the full row for Alpha Zero LLC 13,954 $3.34M 1.27% +1,012 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 13,385 $3.3M 2.18% -505 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 13,352 $3.29M 5.24% +45 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 13,325 $3.28M 0.08% +2,643 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 13,110 $3.23M 0.02% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,979 $3.2M 0.27% +153 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 12,956 $3.19M 0.06% +228 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 12,906 $3.18M +23 Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 12,905 $3.18M <0.01% -329 13F-HR Timeline Group Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 12,898 $3.18M 0.27% -307 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,780 $3.15M 0.38% -68 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 12,766 $3.14M 2.57% +2,508 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 12,759 $3.14M 0.7% -5 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 12,601 $3.1M 1.09% +133 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 12,526 $3.08M 0.09% +4,669 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,501 $3.08M 0.05% +6,277 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,454 $3.07M 0.15% -1 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 12,422 $3.06M 0.26% -956 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,252 $3.02M 0.04% -16,753 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 12,085 $2.98M 1.97% -1,331 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,066 $2.97M 0.01% +204 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,051 $2.97M 0.08% -452 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,008 $2.96M <0.01% -31,996 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 12,006 $2.96M <0.01% +11,033 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 11,984 $2.95M 0.01% -750 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,870 $2.92M 0.15% -6 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,818 $2.91M 0.05% -885 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,809 $2.88M 0.16% +5,593 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 11,694 $2.88M 0.64% -1,573 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,679 $2.88M 0.12% +69 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,511 $2.83M 0.09% -115 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 11,529 $2.83M 0.09% +658 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,424 $2.81M 0.03% +6,015 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 11,367 $2.8M 0.99% -27 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 11,320 $2.79M 0.26% +3,000 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 11,290 $2.78M 0.48% +2,888 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,283 $2.78M 0.08% -73 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,229 $2.76M 0.04% +238 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,138 $2.74M 0.07% -16,854 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,134 $2.74M 0.2% +2,930 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,962 $2.7M 0.08% -643 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,910 $2.69M 0.04% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,804 $2.66M 0.02% -363 13F-HR Timeline Group Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 10,520 $2.59M 1.39% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 10,403 $2.56M 2.4% -748 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 10,586 $2.52M 0.31% -282 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,984 $2.46M 0.51% -271 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,944 $2.45M 0.69% -3 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 9,827 $2.42M 1.06% -8,935 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,774 $2.41M 0.12% -191 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,766 $2.4M 0.12% -93 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,757 $2.4M <0.01% -390 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,755 $2.4M 0.01% -9 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,711 $2.39M 0.07% +960 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,667 $2.38M 0.26% -205 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,998 $2.38M 1.24% -38 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,645 $2.37M 0.17% -362 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 9,504 $2.34M 0.5% +22 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,490 $2.34M <0.01% +284 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,336 $2.3M 0.03% +909 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,269 $2.28M 0.01% +17 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 9,232 $2.27M 0.17% +962 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,016 $2.22M 0.09% -828 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,008 $2.22M 0.12% -193 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 8,978 $2.21M 0.87% +85 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,962 $2.21M 0.13% +7 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 8,933 $2.2M 2.01% -43 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 8,911 $2.19M 0.19% -146 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 9,233 $2.18M 0.52% +164 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,805 $2.17M 0.04% +5,435 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,801 $2.17M 0.29% -8 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 8,774 $2.16M 2.04% +86 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 8,742 $2.15M <0.01% +2,042 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,603 $2.12M 0.14% +19 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,600 $2.12M 0.03% -85 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 8,596 $2.12M 0.16% -67 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,556 $2.11M 0.01% -3,024 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,529 $2.1M 0.05% +5,513 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,517 $2.1M 0.35% +3,327 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 8,511 $2.1M 1.69% +1,588 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,433 $2.08M 0.15% +17 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,297 $2.04M 0.01% +555 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,296 $2.04M 0.04% +1,105 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 8,290 $2.04M 0.91% +350 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,254 $2.03M 0.04% -516 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,228 $2.03M 0.18% -3,980 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 8,000 $1.97M <0.01% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,060 $1.95M 0.91% +86 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,905 $1.95M 0.01% -1,993 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,849 $1.93M 0.22% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,792 $1.92M 0.89% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 7,778 $1.92M 0.31% +210 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 7,761 $1.91M 0.81% +380 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,712 $1.9M 0.11% +5 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,709 $1.9M 0.01% +894 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 7,600 $1.87M 0.02% +94 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,575 $1.87M 0.13% +885 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 7,546 $1.86M 0.42% +53 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,515 $1.85M 0.02% -35 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,465 $1.84M 0.11% -35 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,246 $1.78M 0.79% -93 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,129 $1.75M 0.02% -191 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GSG Advisors LLC More: the full row for GSG Advisors LLC 7,015 $1.73M 0.38% -354 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,991 $1.72M 0.01% +3,505 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 6,960 $1.71M 0.7% +1,146 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,913 $1.7M 0.78% +212 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,786 $1.67M 0.22% -215 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,769 $1.67M 0.03% -1,158 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,760 $1.66M 1.29% -100 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,650 $1.64M 0.15% +9 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,633 $1.63M 1.87% 0 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 6,583 $1.62M 0.18% -8 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 6,517 $1.6M 1% +168 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,586 $1.59M 0.03% 0 13F-HR Timeline Penn Capital Management Company, LLC More: the full row for Penn Capital Management Company, LLC 6,315 $1.57M 0.1% -16,253 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,360 $1.57M 0.18% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,325 $1.56M 0.04% +164 13F-HR Timeline Ballast, Inc. 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