MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 19,363 $2.26M 0.06% +684 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,271 $2.25M 0.14% +4,924 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 19,166 $2.24M 0.03% +694 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,059 $2.23M 0.01% -4,452 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 19,020 $2.22M 0.89% +808 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,005 $2.22M 0.03% +2,310 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18,600 $2.17M 0.28% +90 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 18,587 $2.17M 0.03% +1,379 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 17,945 $2.1M 1.24% -469 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 17,931 $2.09M 0.17% -54 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 17,798 $2.08M 0.04% +1,547 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 17,778 $2.08M 0.33% -101 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 17,776 $2.08M 0.06% -680 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 17,724 $2.07M 0.03% +525 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 17,438 $2.04M 0.03% +212 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 17,400 $2.03M 0.24% +139 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 17,274 $2.02M 0.2% -100 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 16,910 $1.97M 0.01% -225 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 16,887 $1.97M 0.33% +2,656 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 16,843 $1.97M 0.19% -29 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 16,816 $1.96M 0.01% -846 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,792 $1.96M 0.02% -89,678 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 16,753 $1.96M 0.05% 0 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 16,627 $1.94M 0.06% -116 13F-HR Timeline Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 16,600 $1.94M 0.03% 0 13F-HR/A Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 16,584 $1.94M 0.03% +308 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 16,467 $1.92M 0.02% -5,025 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 16,439 $1.92M 0.17% +555 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 16,153 $1.89M 0.05% +1,200 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,049 $1.87M 0.04% +385 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 16,000 $1.87M 0.1% -3,200 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,933 $1.86M 0.01% +3,711 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 15,774 $1.84M 0.02% +22 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,764 $1.84M 0.09% new 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 15,740 $1.84M 0.07% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 15,735 $1.84M 0.02% +12,562 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 15,721 $1.84M <0.01% +9,462 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 15,708 $1.83M 0.11% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,687 $1.83M 0.01% +599 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 15,472 $1.81M <0.01% -1,878 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 15,463 $1.81M 0.01% new 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 15,311 $1.79M 0.63% +25 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 15,297 $1.79M 0.01% +665 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,275 $1.78M 0.01% +1,039 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 15,231 $1.78M 0.06% +506 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 15,225 $1.78M 0.58% +3,893 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,173 $1.77M 0.02% -47,971 13F-HR Timeline Group Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 15,169 $1.77M +3,225 Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 14,916 $1.74M <0.01% -693 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,767 $1.72M 0.02% -219 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,731 $1.72M 0.03% -950 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 14,672 $1.71M <0.01% -8,998 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 14,621 $1.71M 0.25% -551 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,585 $1.7M 0.08% +1,049 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,573 $1.7M 0.09% +2,501 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,571 $1.7M 0.02% +3,454 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,446 $1.69M 0.15% -155 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 14,345 $1.68M 0.23% +66 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 14,338 $1.67M 0.12% -129 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 14,337 $1.67M 0.28% +1,374 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 14,000 $1.66M 0.15% -14,000 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 13,903 $1.62M 0.3% +1,094 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 13,746 $1.61M 0.08% +187 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13,723 $1.6M <0.01% +1,050 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 13,645 $1.59M 0.11% new 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 13,602 $1.59M 0.01% +1,605 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,550 $1.58M 0.11% -39 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 13,507 $1.58M 0.56% -8,704 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,400 $1.56M 0.04% +2,962 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,292 $1.55M 0.27% +2,536 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 13,287 $1.54M <0.01% -11,553 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 13,220 $1.54M 0.07% +4 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,018 $1.52M 0.01% +1,828 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,976 $1.52M 0.04% -226 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,880 $1.5M 0.09% +611 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 12,863 $1.5M 0.13% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 12,792 $1.49M 0.02% +8 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,777 $1.49M 0.07% -68,185 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,703 $1.48M 0.02% +1,102 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 12,638 $1.48M 0.15% -553 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,616 $1.47M 0.02% +1,497 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 12,487 $1.46M 0.02% -7,955 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 12,264 $1.43M 0.04% -108 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12,167 $1.42M 0.38% +21 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,070 $1.41M 0.04% -302 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 11,975 $1.4M 0.98% -153 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 11,858 $1.38M 0.5% +725 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 11,706 $1.37M 0.94% 0 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 11,680 $1.36M 1.03% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 11,653 $1.36M 0.16% +223 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 11,648 $1.36M 0.02% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 11,622 $1.36M 0.89% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 11,513 $1.34M 0.22% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 11,425 $1.33M 0.12% +7,202 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 11,314 $1.32M 0.19% +880 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,288 $1.32M 0.05% +781 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,268 $1.32M 0.01% +257 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,216 $1.31M <0.01% +743 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 11,141 $1.3M 0.05% +383 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 11,037 $1.29M 0.57% -150 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 10,984 $1.28M 0.24% -5,239 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,935 $1.28M <0.01% +2,397 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,868 $1.27M 0.01% +1,779 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,831 $1.26M 0.04% -56 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 10,788 $1.26M 0.28% +873 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 10,766 $1.26M 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,717 $1.25M 0.01% -634 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,703 $1.25M 0.02% +3,684 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,684 $1.25M 0.07% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 10,660 $1.24M 0.05% -178 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 10,658 $1.24M 0.04% 0 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 10,615 $1.24M 0.16% +2,521 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 10,614 $1.24M 0.02% -622 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,570 $1.23M 0.01% +5,047 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 10,526 $1.23M 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,459 $1.22M 0.01% +2,846 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 10,409 $1.22M 0.3% +510 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 10,389 $1.21M 0.35% -467 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,199 $1.19M 0.03% -905 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,184 $1.19M <0.01% +22 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 10,050 $1.17M 0.13% -2,337 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 9,981 $1.17M 0.3% +3,058 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,973 $1.16M 0.03% +33 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 9,733 $1.14M 0.09% +32 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 9,728 $1.14M 0.21% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,717 $1.13M 0.07% -12 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,956 $1.13M +4,629 Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 9,704 $1.13M 0.58% +83 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 9,681 $1.13M 0.05% +270 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 9,682 $1.13M 0.49% +2,104 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,666 $1.13M 0.19% +750 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 9,633 $1.12M 0.09% -11,351 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 9,620 $1.12M 0.39% +49 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 9,584 $1.12M 0.45% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,451 $1.1M 0.29% +9,246 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,400 $1.1M 0.02% -2,318 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 9,365 $1.09M 0.69% -151 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,309 $1.09M 0.23% +5,928 13F-HR/A Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 9,218 $1.08M 0.14% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,188 $1.07M 0.11% +2,778 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,122 $1.07M 0.01% -9,223 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,116 $1.06M 0.02% -1,429 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,104 $1.06M 0.01% +458 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,029 $1.05M 0.01% +167 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,983 $1.05M 0.02% -2,378 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 8,963 $1.05M 0.98% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,939 $1.04M 0.02% -174 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 8,890 $1.04M 0.08% +544 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 8,874 $1.04M 0.01% +921 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,824 $1.03M 0.01% +42 13F-HR Timeline Group Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 8,790 $1.03M 0.56% +80 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,780 $1.03M 0.08% -140 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,767 $1.02M 0.02% -96 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,748 $1.02M 0.16% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 8,713 $1.02M 0.11% +237 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 8,672 $1.01M 0.43% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,664 $1.01M 0.01% +267 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,518 $995K 0.09% -74 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,499 $992K 0.12% -524 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,499 $992K 0.04% +9 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,671 $983K 0.04% -152 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,414 $983K 0.04% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,404 $981K 0.02% -160 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,301 $969K 0.02% 0 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 8,280 $967K 1.15% 0 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,279 $967K 0.02% +182 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 8,236 $962K <0.01% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 8,200 $958K 0.22% +1,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,184 $956K 0.01% -1,058 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 8,153 $952K 0.09% -496 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,036 $938K 0.01% +38 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,948 $928K 0.03% new 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 7,941 $927K 0.04% 0 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,925 $925K 0.1% -28,282 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,858 $918K 0.19% +67 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 7,848 $916K 0.02% -1,429 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 7,746 $904K -482 Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,739 $904K 0.18% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,730 $903K 0.06% +2,189 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,715 $901K <0.01% -195 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,689 $898K 0.22% -50 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 7,681 $897K 0.02% -51 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,633 $891K 0.04% +270 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,592 $887K 0.18% +65 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,554 $882K 0.03% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,530 $879K +142 Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,526 $879K 0.06% +811 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 7,500 $876K 0.01% +6,839 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,499 $876K 0.09% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,497 $875K 0.04% -7 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 7,452 $870K 0.03% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,389 $863K <0.01% -307,901 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 7,379 $862K 0.02% -620 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 7,300 $852K 0.04% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,293 $852K 0.05% +4 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 7,280 $850K 0.24% -765 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,248 $846K 0.03% +102 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,172 $837K 0.05% -1,212 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,166 $837K 0.04% -234 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,154 $835K 0.12% -60 13F-HR Timeline