OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,728 $846K 0.01% +759 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 5,605 $828K new Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 5,598 $827K -116 Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,600 $827K 0.11% +138 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 5,581 $824K 0.05% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,524 $816K 0.06% +359 13F-HR/A Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 5,508 $814K 0.05% +189 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,483 $810K 0.71% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 5,454 $806K 0.01% -20 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 5,413 $800K 0.71% -1,181 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,375 $794K 0.43% -1,150 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,347 $790K 0.65% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 5,342 $789K 0.57% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,253 $765K <0.01% +80 13F-HR/A Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,060 $747K +308 Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,060 $747K 0.63% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,989 $737K 0.01% +241 13F-HR/A Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 4,923 $727K <0.01% -218 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,843 $723K 0.06% -179 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,874 $720K 0.14% -55 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,842 $715K 0.04% +506 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,837 $714K 0.01% -81 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 4,805 $710K 0.03% +478 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 4,782 $706K -5,467 Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 4,756 $703K +1,033 Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,725 $698K 0.15% +11 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 4,666 $689K 0.77% -142 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,598 $679K 0.17% +450 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,582 $677K 0.04% +38 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 4,571 $675K 0.23% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,511 $666K 0.03% -1 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,499 $665K 0.44% +2,122 13F-HR/A Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,455 $658K 0.23% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,412 $652K 0.07% +649 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,384 $648K 0.17% +217 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 4,369 $645K 0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,358 $644K 0.01% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,323 $639K 0.03% +350 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,291 $634K 0.03% +2,688 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,268 $630K 0.51% -351 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,260 $629K 0.02% +2,766 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,201 $621K <0.01% 0 13F-HR/A Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,188 $619K 0.01% -569 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,142 $614K 0.04% +2,038 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,128 $610K 0.13% +578 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,089 $604K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,062 $604K 0.01% -231 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,073 $602K 0.01% -238 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,069 $601K 0.01% -1,556 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,052 $599K 0.06% 0 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 4,045 $598K 0.01% +696 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,990 $589K 0.08% 0 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 3,982 $588K 0.2% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,949 $583K <0.01% -252 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,935 $581K 0.01% 0 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,922 $579K 0.05% +33 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,912 $578K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,908 $577K 0.24% -81 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,869 $572K 0.01% +4 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,818 $564K 0.02% +715 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,812 $563K 0.05% +638 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,809 $563K <0.01% -671 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,787 $559K 0.07% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,775 $558K 0.02% -140 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,750 $554K 0.11% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,710 $548K 0.15% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,665 $541K 0.03% -22 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,662 $541K 0.05% +21 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,604 $532K 0.14% new 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,558 $526K 0.03% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,546 $524K 0.03% -218 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,486 $515K 0.04% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,475 $513K 0.02% +177 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,467 $512K 0.11% +399 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,443 $509K 0.04% +157 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 3,396 $502K 0.01% -1,818 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,391 $501K <0.01% +434 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,353 $495K <0.01% +733 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,340 $493K 0.01% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,328 $492K 0.23% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,323 $490K 0.14% +4 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,312 $489K <0.01% -27 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,270 $483K 0.04% -234 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,274 $483K 0.01% +450 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,248 $480K 0.02% +707 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,275 $477K 0.01% new 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,220 $476K 0.09% 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,205 $473K 0.54% +1 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,132 $463K 0.03% 0 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 3,175 $462K 0.01% -8,326 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,123 $461K 0.01% +59 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,115 $460K 0.02% +209 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,109 $459K 0.01% -69 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,085 $456K 0.25% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,074 $454K 0.38% +9 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,060 $452K 0.01% +123 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,381 $452K 0.01% +424 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,057 $452K <0.01% +2 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,006 $447K 0.05% new 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 3,000 $443K 0.05% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,989 $442K 0.04% +180 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,983 $441K 0.18% +9 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,967 $438K 0.01% -58 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,928 $433K 0.02% +608 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,907 $429K <0.01% +236 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,898 $428K 0.26% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,893 $427K 0.26% -24,511 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,863 $423K 0.02% +39 13F-HR Timeline Group ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 2,851 $421K 0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,072 $416K <0.01% +1,251 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,783 $411K 0.01% +8 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,782 $411K 0.25% -117 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,768 $409K 0.05% +460 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,712 $401K 0.06% -36 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,706 $400K <0.01% +652 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,690 $397K 0.05% +122 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,965 $396K 0.05% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,641 $392K 0.01% +283 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,655 $392K 0.11% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,694 $392K 0.04% +761 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,649 $391K 0.01% -81 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,624 $388K 0.32% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,624 $388K 0.28% +157 13F-HR/A Timeline McAdam, LLC More: the full row for McAdam, LLC 2,564 $379K 0.02% -37 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,600 $378K <0.01% 0 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,539 $375K 0.21% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,505 $372K 0.18% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,501 $369K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,494 $368K 0.01% -167 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,472 $365K 0.01% +33 13F-HR Timeline Group Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,471 $365K 0.21% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,470 $365K 0.02% -28 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,427 $359K <0.01% +295 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,422 $358K 0.05% -225 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,385 $352K 0.02% +94 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,382 $352K 0.01% new 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 2,380 $352K <0.01% -94,934 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,356 $348K 0.02% +353 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,486 $348K 0.03% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,342 $346K 0.05% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,339 $346K <0.01% -1,873 13F-HR Timeline Group Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,328 $344K 0.14% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,315 $342K 0.14% +8 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,305 $340K 0.12% -93 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,300 $340K 0.08% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,291 $338K <0.01% -141 13F-HR Timeline Group Horan Securities, Inc. More: the full row for Horan Securities, Inc. 2,288 $338K 0.13% +149 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,282 $337K 0.09% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,282 $337K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,277 $336K 0.01% +597 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,256 $333K 0.01% +108 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,233 $330K 0.03% +432 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,232 $330K 0.07% -735 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,223 $328K 0.19% +56 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,213 $327K 0.28% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,201 $325K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,193 $324K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,189 $323K 0.01% -122 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,186 $323K 0.09% -12 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,168 $320K 0.16% +3 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,165 $320K 0.07% -145 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,156 $318K 0.03% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,156 $318K 0.04% new 13F-HR/A Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,142 $316K 0.33% -368 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,130 $315K 0.01% +620 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,336 $312K 0.13% -393 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,092 $309K 0.03% +12 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,085 $308K 0.03% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,067 $305K 0.01% new 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,054 $303K 0.06% +12 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,048 $303K 0.12% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,020 $298K 0.15% -1,000 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,019 $298K 0.01% 13F-HR Timeline OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 2,000 $295K 4.37% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,000 $295K 0.02% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,000 $295K 0.18% -400 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,997 $295K <0.01% +471 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,985 $293K 0.22% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,967 $291K <0.01% +11 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,959 $289K 0.01% +166 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,950 $288K 0.06% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,051 $287K 0.02% +148 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,904 $283K 0.09% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,911 $282K 0.04% +3 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,909 $282K 0.12% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,904 $281K <0.01% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,888 $279K 0.05% +10 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,886 $279K 0.06% +94 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,866 $276K 0.09% -500 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,865 $275K <0.01% -37,135 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,842 $272K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,824 $269K <0.01% -3,106 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,822 $269K 0.02% +8 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,813 $268K 0.05% +413 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,804 $266K 0.02% -14 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,800 $266K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,783 $263K 0.02% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,782 $263K <0.01% +53 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,770 $261K 0.01% -249 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 1,754 $259K 0.04% +207 13F-HR Timeline