GAMMA Investing LLC More: the full row for GAMMA Investing LLC 17,437 $1.18M 0.1% +5,180 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 17,302 $1.17M 0.23% +67 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 17,163 $1.16M 0.06% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,108 $1.16M 0.02% +13,615 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 16,809 $1.13M 0.02% +501 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 16,794 $1.13M 0.03% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,778 $1.13M 0.01% +1,329 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 16,664 $1.13M 0.09% +124 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,605 $1.12M 0.02% +183 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 16,515 $1.12M 0.01% +8,868 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 16,426 $1.11M 0.21% 0 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. 16,418 $1.11M 0.02% -3,564 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 16,354 $1.1M 0.02% +1,987 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 16,243 $1.1M 0.13% 0 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 16,136 $1.09M 0.21% +138 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 16,090 $1.09M 0.56% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,942 $1.08M <0.01% +458 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15,762 $1.06M 0.05% new 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 15,618 $1.05M 0.08% +11,745 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 16,089 $1.05M 0.33% -5,224 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 15,500 $1.05M 0.83% 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 15,489 $1.05M 0.17% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,460 $1.04M 0.03% -378 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 15,972 $1.04M 0.45% 0 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 15,436 $1.04M 0.04% +600 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 15,334 $1.04M 0.13% -981 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 15,241 $1.03M 0.01% +9,465 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,073 $1.02M 0.01% +5,213 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,896 $1.01M 0.07% -442 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,825 $1M <0.01% +3,905 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 14,796 $999K 0.13% +14,787 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 14,673 $991K 0.02% +1,018 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,527 $981K 0.01% +705 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,523 $981K 0.02% +917 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 14,501 $979K 0.29% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 14,443 $975K 0.02% -108 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,384 $971K 0.04% +1,356 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 14,247 $962K 0.06% +7,472 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,230 $961K 0.05% +136 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 14,187 $958K 0.36% +8,358 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 14,169 $957K 0.04% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 13,987 $944K 0.25% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,851 $935K 0.08% -8,753 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 13,805 $932K -141 Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 13,795 $931K 0.08% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,769 $930K 0.06% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,738 $928K 0.02% +764 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 13,421 $906K 0.02% +366 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 13,200 $891K 0.1% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 13,186 $890K 0.57% -142 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 13,103 $885K 0.02% -3,448 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 13,091 $884K 0.03% -318 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 13,030 $880K 0.03% -1,580 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,871 $869K 0.07% +7,925 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 12,837 $867K 0.02% +370 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 12,502 $844K 0.1% +7,822 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 12,400 $837K 0.23% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,319 $832K 0.02% +472 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 12,289 $830K 0.03% +23 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 12,218 $825K 0.26% +7,228 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12,193 $823K 0.01% -6,666 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,180 $822K 0.01% -1,968 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,166 $821K <0.01% +3,063 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 11,743 $793K 0.05% +7,701 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 11,670 $788K 0.19% +14 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 11,665 $788K 0.07% +1 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,496 $776K 0.03% -7,092 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 11,491 $776K 0.4% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,442 $773K 0.04% +658 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 11,366 $767K 0.11% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 11,150 $753K 0.15% +2,750 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 11,085 $748K 0.25% -79 13F-HR Timeline Bell Bank More: the full row for Bell Bank 11,071 $748K 0.06% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 10,999 $743K 0.11% -500 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,979 $741K 0.11% +337 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 10,942 $739K 0.42% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,879 $735K 0.02% +959 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 10,736 $725K 0.09% -6,129 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,736 $725K <0.01% -36,012 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,726 $724K 0.04% +1,004 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 10,731 $719K 0.22% 0 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 10,625 $717K 0.09% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10,654 $714K 0.04% +4,110 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 10,568 $714K 0.01% +1,064 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 10,545 $712K 0.27% 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 10,519 $710K -26,132 Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 10,306 $696K 0.07% +286 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,390 $696K 0.02% +198 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,305 $696K 0.05% +4,929 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,220 $690K 0.05% +2,713 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,269 $682K <0.01% -3,549 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 10,077 $680K 0.24% +2,180 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,011 $676K 0.03% -850 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,102 $671K 0.02% +1,927 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,914 $669K 0.09% -90 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 9,900 $668K 0.03% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 9,857 $666K 0.01% 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,838 $664K 0.01% +537 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 9,781 $660K 0.03% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,751 $658K 0.04% -500 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 9,734 $657K 0.04% -10 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,684 $654K 0.01% -304 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,552 $645K <0.01% +2,215 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 9,481 $640K 0.02% -638 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 9,345 $631K 0.06% +2,274 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,242 $624K 0.04% +160 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 9,222 $623K 0.08% +642 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,180 $620K 0.02% +80 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,164 $619K 0.05% +3,729 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 9,148 $618K <0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,059 $612K 0.03% +1,611 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 8,909 $602K 0.18% -10 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,883 $600K 0.01% -1,903 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,914 $599K 0.27% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,849 $597K 0.02% -520 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 8,809 $595K 0.36% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,803 $594K 0.02% +1,410 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,688 $587K 0.01% -595 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 8,607 $581K 0.17% -225 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 8,546 $577K 0 Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 8,524 $576K 0.05% +88 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 8,480 $573K 0.41% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,478 $572K 0.07% 13F-HR Timeline STF Management LP More: the full row for STF Management LP 8,455 $571K 0.26% +576 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,437 $570K 0.06% 0 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 8,415 $568K 0.2% +4,051 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,272 $559K 0.1% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,247 $557K 0.02% +398 13F-HR/A Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 8,243 $557K 0.08% -15,555 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 8,197 $553K 0.03% +2,161 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 8,141 $550K 0.1% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,103 $547K 0.03% -1,398 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 8,100 $547K 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,096 $547K 0.01% +3,691 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,026 $542K <0.01% -740 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 8,016 $541K 0.11% 0 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 7,985 $539K <0.01% -33,024 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,968 $538K 0.02% +522 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,943 $536K 0.01% +352 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,889 $533K 0.05% +633 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 7,865 $531K <0.01% -3,155 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,827 $528K 0.41% +10 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,815 $528K 0.01% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,708 $520K 0.05% +2,243 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 7,685 $519K 0.21% 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,675 $518K 0.04% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,646 $516K 0.14% -7 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 7,552 $510K 0.15% 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 7,548 $510K 0.25% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,540 $509K 0.01% -249 13F-HR Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 7,478 $505K 0.06% +201 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,447 $503K 0.03% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 7,421 $501K 0.23% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 7,419 $501K 0.29% -5,609 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,409 $500K 0.02% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,402 $500K 0.03% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,392 $499K 0.05% +30 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,253 $490K 0.01% +1,804 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,242 $489K 0.01% -76 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,168 $484K 0.01% +2,683 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 7,158 $483K 0.37% -986 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,153 $483K 0.02% +323 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,084 $478K <0.01% +702 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,417 $470K 0.02% +1,953 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 7,413 $470K 0.04% +232 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,952 $469K 0.03% 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 6,941 $469K 0.05% +476 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,913 $467K 0.19% -1,157 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,867 $464K 0.01% +185 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,855 $463K 0.01% -242 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,838 $462K 0.01% +1,043 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,815 $460K 0.06% +2,100 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,762 $457K 0.06% -100 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,739 $455K 0.04% +32 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,725 $454K 0.05% +3 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,695 $452K 0.02% -26 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,645 $449K 0.01% new 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,594 $445K 0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,529 $441K 0.01% -291 13F-HR/A Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,516 $440K 0.05% -150 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,573 $439K 0.04% -499,915 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,450 $436K 0.05% -2,305 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Csenge Advisory Group More: the full row for Csenge Advisory Group 6,382 $431K 0.02% +539 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,373 $430K 0.09% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,354 $429K 0.02% +2,181 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,338 $428K 0.01% -253 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,325 $427K 0.05% +879 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,323 $427K 0.12% +160 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,268 $423K 0.01% +1,666 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,258 $423K 0.05% +368 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,250 $422K 0.12% 0 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 6,243 $422K 0.07% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,197 $418K 0.05% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,192 $418K 0.12% -419 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 6,167 $416K 0.1% -353 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 6,148 $416K 0.04% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 6,158 $416K 0.19% -329 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 6,137 $414K 0.11% -392 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,101 $412K 0.02% +832 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,066 $410K 0.01% +343 13F-HR Timeline Group