Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,944 $1.41M 0.09% -671 13F-HR Timeline Group First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 5,900 $1.4M <0.01% +100 13F-HR/A Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,859 $1.39M 0.02% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 5,831 $1.39M 0.88% -387 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,813 $1.38M 0.01% +55 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 5,787 $1.37M 0.52% -239 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,772 $1.37M 0.04% -14 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,727 $1.36M 0.27% -126 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,722 $1.36M 0.05% +421 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 5,719 $1.36M 0.57% +73 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,704 $1.36M 0.02% -65 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,704 $1.35M 0.32% -5,662 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 5,700 $1.35M 0.01% 0 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 5,621 $1.34M 0.18% -710 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 5,571 $1.32M 0.14% -430 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,539 $1.32M 0.12% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,518 $1.31M 0.41% +846 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,517 $1.31M 0.19% -98 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 5,446 $1.29M 0.76% -180 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,443 $1.29M 0.03% -210 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 5,420 $1.29M 0.16% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,400 $1.28M 0.03% +151 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) 5,379 $1.28M 0.03% -1,598 13F-HR Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,361 $1.27M 0.3% +13 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 5,354 $1.27M 1.07% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,313 $1.26M 0.02% +157 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 5,303 $1.26M +524 Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,312 $1.26M 0.31% -4,539 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,230 $1.24M 0.02% -50 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 5,200 $1.24M 0.52% -105 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,195 $1.23M 0.41% -4,993 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,159 $1.23M 0.04% +1 13F-HR Timeline OSSIAM More: the full row for OSSIAM 5,144 $1.22M 0.02% -813 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,134 $1.22M 0.02% +2,445 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,832 $1.22M 0.01% -125 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,126 $1.22M 0.05% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,113 $1.21M 0.02% -1,006 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,112 $1.21M 0.06% +13 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,110 $1.21M 0.02% +947 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,095 $1.21M 0.04% +435 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,070 $1.21M 0.52% +143 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 5,068 $1.2M 0.38% -186 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,050 $1.2M 0.02% +4 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,025 $1.19M 0.01% +2,745 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,989 $1.19M 0.05% -4 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,954 $1.18M 0.59% -342 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 4,950 $1.18M 0.11% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,929 $1.17M 0.07% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 4,916 $1.17M 0.24% +2,713 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,902 $1.16M 0.01% -484 13F-HR Timeline Group Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 4,900 $1.16M 0.05% -2,400 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,896 $1.16M 0.03% 0 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 4,876 $1.16M 1.04% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,825 $1.15M 0.84% +150 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,824 $1.15M 0.17% -16 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,814 $1.14M 0.09% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,800 $1.14M 0.28% +466 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,789 $1.14M 0.16% +190 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,779 $1.14M 0.01% +45 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,764 $1.13M 0.35% -150 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,751 $1.13M 0.03% +837 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 4,750 $1.13M 0.09% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,737 $1.13M 0.01% +12 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 4,737 $1.13M 0.15% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,640 $1.1M 0.02% +100 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,611 $1.1M <0.01% -923 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,586 $1.09M 0.03% -411 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,585 $1.09M 0.51% +681 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,526 $1.08M 0.02% -334 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,503 $1.07M 0.06% +261 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,061 $1.07M 0.04% +397 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 4,500 $1.07M 0.69% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,478 $1.06M 0.18% -356 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,464 $1.05M 0.03% -858 13F-HR Timeline Group Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,398 $1.04M 0.52% -137 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,394 $1.04M 0.03% -775 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,354 $1.03M 0.15% +37 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,336 $1.03M 0.13% -8 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,321 $1.03M 0.06% +1,350 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,310 $1.02M 0.02% +3,297 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,304 $1.02M <0.01% +1,438 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,290 $1.02M 0.41% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,271 $1.01M 0.16% -642 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,299 $1.01M 0.03% -354 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,262 $1.01M 0.02% -708 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,257 $1.01M 0.01% +45 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,244 $1.01M 0.24% +215 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,237 $1.01M 0.12% +454 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,206 $999K 0.04% 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,200 $998K 0.71% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,176 $992K 0.2% -116 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,170 $991K 0.02% -1,532 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,154 $987K 0.02% +2,241 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,151 $986K 0.01% -137 13F-HR Timeline Group Suncoast Equity Management More: the full row for Suncoast Equity Management 4,133 $982K 0.12% -292 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 4,104 $975K 0.46% +957 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,064 $965K 0.7% +524 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,023 $956K 0.21% +1 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,988 $947K 0.12% +173 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,979 $945K 0.01% +869 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 3,926 $933K 0.02% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,893 $925K 0.04% +1,725 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,879 $921K 0.09% +131 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,847 $914K 0.31% -13 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,839 $912K 0.02% +132 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,829 $910K 0.04% -471 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,807 $904K 0.09% -100 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. 3,796 $902K 0.01% +455 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,784 $899K 0.04% +10 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,767 $893K 0.21% +3,657 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,755 $892K 0.01% new 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,742 $889K 0.41% +178 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,700 $878K 0.21% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,680 $874K 0.58% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,677 $873K 0.05% +1 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,674 $873K 0.07% 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,624 $857K 0.09% +214 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 3,606 $857K 0.65% -20 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,578 $849K 0.18% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 3,554 $844K <0.01% +2,058 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,550 $843K 0.09% -550 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,536 $840K 0.11% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,513 $835K 0.01% -4,493 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,709 $832K 0.01% +2,290 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,502 $832K 0.34% +330 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,500 $831K 0.05% +999 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,500 $831K <0.01% -6,600 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,522 $830K 0.56% -15 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,494 $830K 0.35% -1,291 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,468 $824K 0.04% +83 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,451 $820K 0.38% -38 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,446 $819K 0.37% -13 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,425 $814K 0.18% +447 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,418 $812K 0.11% +1,245 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 3,411 $810K 0.55% +122 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 3,401 $808K 0.21% +26 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,399 $807K 0.24% -85 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 3,394 $806K 0.29% +719 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,378 $802K 0.05% +98 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,374 $801K 0.01% +582 13F-HR Timeline Group Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,370 $801K 0.03% +352 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,360 $798K 0.01% -305 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,359 $798K 0.03% -26 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 3,350 $796K 0.18% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,331 $791K 0.04% -110 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,326 $790K 0.05% -26 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,302 $784K 0.02% +7 13F-HR/A Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,300 $784K 0.08% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,284 $780K 0.01% +444 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,269 $777K 0.04% -726 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,261 $775K 0.04% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,251 $772K 0.05% -1,207 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,246 $771K 0.04% -455 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,245 $771K 0.03% +57 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,230 $767K 0.28% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,224 $766K 0.12% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,215 $764K 0.09% +62 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,319 $763K 0.25% -779 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,186 $757K 0.08% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,121 $741K 0.1% +1,068 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,100 $736K 0.06% +2,052 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,099 $736K 0.09% +24 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,073 $730K 0.08% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,032 $720K 0.08% -50 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,026 $719K 0.01% +560 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,009 $715K 0.01% +114 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 3,000 $713K <0.01% 0 13F-HR Timeline Group PDT Partners, LLC More: the full row for PDT Partners, LLC 3,000 $713K 0.04% -8,600 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,000 $713K 0.13% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,985 $709K 0.22% -4,664 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,972 $706K 0.06% +968 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,963 $704K 0.01% -5 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,937 $698K 0.01% +105 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,914 $692K 0.07% +912 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 2,909 $691K 0.29% -301 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,908 $691K 0.13% +3 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,905 $690K 0.11% +9 13F-HR Timeline Blue Trust, Inc. 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