EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 1,817 $251K 0.16% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 1,809 $250K 0.09% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,797 $248K 0.02% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,788 $247K 0.21% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,770 $246K 0.06% 0 13F-HR 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 1,775 $245K 0.01% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 1,765 $244K 0.05% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,761 $243K 0.18% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,745 $242K 0.06% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,749 $242K 0.02% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,747 $242K 0.02% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,739 $240K 0.02% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,733 $240K 0.11% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,716 $237K 0.05% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,700 $235K 0.01% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 1,699 $235K 0.11% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,651 $234K 0.02% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,678 $232K 0.02% -135 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,677 $232K 0.07% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,665 $230K 0.18% 0 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 1,661 $230K 0.16% -27 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,645 $227K 0.04% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 1,639 $227K 0.07% -20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,634 $226K 0.02% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,617 $224K 0.02% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,600 $221K 0.01% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,586 $219K 0.04% new 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 1,583 $219K 0.44% 0 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,577 $218K 0.17% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,567 $217K <0.01% -232 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,563 $216K 0.04% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,554 $215K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,550 $214K 0.04% -450 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,546 $214K 0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,540 $213K 0.02% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,535 $212K 0.03% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,529 $211K <0.01% -5,201 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,525 $211K 0.04% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,524 $211K <0.01% -153 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,506 $208K 0.14% new 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 1,500 $207K 0.05% 0 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,495 $207K <0.01% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,490 $206K 0.12% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,479 $204K <0.01% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,477 $204K 0.15% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,468 $203K 0.01% -100 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,458 $202K 0.01% -823 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,455 $201K 0.03% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,443 $199K 0.04% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,339 $185K 0.04% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,328 $183K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,295 $179K 0.1% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,245 $172K <0.01% +22 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,221 $169K 0.01% -1,758 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,170 $162K 0.02% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,148 $159K 0.34% -1 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 1,130 $156K 0.15% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,100 $152K 0.07% 0 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,092 $151K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,084 $150K 0.04% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,061 $147K 0.03% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,053 $146K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,044 $144K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,025 $141K 0.01% +516 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,001 $138K 0.06% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 979 $135K 0.07% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 965 $133K 0.04% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 947 $131K 0.11% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 877 $121K 0.05% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 875 $121K 0.01% -50 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 857 $118K <0.01% +142 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 850 $118K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 851 $118K 0.04% -74 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 805 $111K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 786 $109K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 675 $93.3K <0.01% +615 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 675 $93.3K 0.03% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 640 $88.5K 0.05% -32 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 600 $82.9K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 596 $82.4K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 594 $82.1K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 565 $78.1K 0.22% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 527 $72.9K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 504 $69.7K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 500 $69.1K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 500 $69.1K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 500 $69.1K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 495 $68.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 469 $64.8K <0.01% -117 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 460 $64K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 462 $63.9K 0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 432 $59.7K 0.05% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 430 $59.4K 0.12% -13,753 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 422 $58.4K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 373 $51.5K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 353 $48.8K <0.01% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 339 $47.1K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 340 $47K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 338 $47K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 325 $44.9K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 328 $43.8K <0.01% -19 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 312 $43.1K <0.01% +44 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 288 $39.8K 0.02% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 271 $37.5K 0.01% +1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 260 $35.9K 0.01% 13F-HR Timeline Group Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 250 $34.6K 0.17% 0 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 244 $34.5K <0.01% -424 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 257 $33.1K 0.03% 0 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 232 $32.1K 0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 230 $31.7K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 205 $28.3K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 180 $24.8K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 171 $23.6K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 170 $23.5K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 169 $23.4K 0.01% -12 13F-HR Timeline CX Institutional More: the full row for CX Institutional 165 $23K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 165 $22.8K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 130 $18K <0.01% -5 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 116 $16K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 111 $15.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 107 $14.8K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 100 $13.8K <0.01% -263 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 100 $13.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 95 $13.1K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 88 $12.2K <0.01% +29 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 88 $12.2K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 87 $12K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 76 $10.5K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 76 $10.4K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 75 $10.4K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 68 $9.4K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 63 $8.73K <0.01% -66 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 58 $8.02K <0.01% 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 55 $7.6K <0.01% new 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 53 $7.33K <0.01% -956 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,212 $7.2K 0.13% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 33 $4.56K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 27 $3.77K <0.01% -873 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 27 $3.73K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 21 $3K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 20 $2.77K <0.01% -191 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 14 $1.94K <0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 6 $867 <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4 $553 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3 $419 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $169 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1 $148 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1 $138 <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.