Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,323 $528K 0.02% new 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 15,281 $527K <0.01% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 15,022 $518K 0.05% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 15,017 $517K <0.01% +3,262 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 14,995 $517K 0.39% -5,904 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 14,720 $507K <0.01% -43,724 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 14,719 $507K <0.01% +3,009 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 14,711 $507K 0.03% -838 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 14,388 $496K 0.02% -5,705 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 14,300 $493K 0.27% 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 14,124 $487K 0.03% +1,928 13F-HR Timeline National Pension Service More: the full row for National Pension Service 14,059 $484K <0.01% +4,656 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 14,000 $482K 0.06% -56,795 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 14,000 $482K 0.09% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 13,993 $482K 0.01% -128,617 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,986 $482K 0.01% -25,282 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,979 $482K <0.01% 0 13F-HR Timeline Group PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 13,850 $477K 0.11% -180 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 13,843 $477K 0.25% +7,387 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 13,826 $476K 0.01% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 13,434 $463K <0.01% -328,510 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,352 $460K 0.01% -9,708 13F-HR Timeline INFINITUM ASSET MANAGEMENT, LLC More: the full row for INFINITUM ASSET MANAGEMENT, LLC 500,000 $450K 0.07% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 12,856 $443K 0.06% -10,227 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 12,759 $440K 0.01% -52,150 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 12,751 $439K 0.22% +3,725 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 12,746 $439K 0.02% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,700 $438K 0.18% -1,525 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,625 $435K 0.01% +1,667 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 13,389 $432K 0.29% +1,000 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,424 $428K 0.03% +2,424 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 12,400 $427K 0.05% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,351 $426K <0.01% +4,330 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 12,300 $424K 0.01% new 13F-HR Timeline Group OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 12,286 $423K 0.03% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,167 $419K 0.03% +2,592 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 12,083 $416K 0.13% +437 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 11,865 $409K 0.15% -491 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 11,673 $402K 0.22% +3,343 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 11,539 $398K 0.03% -1,024 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,506 $396K 0.01% -2,516 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,384 $392K 0.08% +800 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 11,366 $392K 0.01% -10,424 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 11,184 $385K 0.01% -120 13F-HR/A Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 11,074 $382K 0.15% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 11,082 $381K <0.01% +2,130 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,972 $378K 0.02% +461 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 10,901 $376K <0.01% -4 13F-HR/A Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 10,824 $373K 0.06% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,795 $372K 0.03% -880 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 10,761 $371K 0.11% -125 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 10,733 $370K 0.08% +25 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 10,700 $369K 0.16% -2,050 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 10,695 $369K 0.34% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10,683 $368K 0.01% -25,275 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Garner Asset Management Corp More: the full row for Garner Asset Management Corp 10,520 $363K 0.14% -100 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,365 $357K 0.01% +379 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,361 $357K 0.01% +3,726 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,339 $356K 0.06% -5,931 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 10,142 $354K 0.03% -4,926 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 10,185 $351K 0.08% -46,846 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,147 $350K <0.01% -461 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 10,000 $345K 0.31% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,000 $345K <0.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,258 $345K <0.01% -292 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,960 $343K 0.27% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 9,946 $343K -7,631 Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,863 $340K 0.01% -4,564 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,677 $333K <0.01% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,608 $331K 0.01% -11,569 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 9,565 $330K 0.09% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 9,438 $325K 0.03% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,400 $324K 0.02% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 9,369 $323K <0.01% -948 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,318 $321K <0.01% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 9,261 $319K 0.03% new 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 9,251 $319K 0.18% +1,959 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,162 $316K 0.03% -1,450 13F-HR/A Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,159 $316K 0.03% +232 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,150 $315K 0.03% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,963 $309K 0.03% +2,850 13F-HR/A 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 8,915 $307K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,880 $306K <0.01% +4,249 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,682 $299K <0.01% -15,391 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,651 $298K <0.01% +1,065 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,611 $297K <0.01% -1,535 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,606 $297K <0.01% -2,036 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,511 $293K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,500 $293K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,394 $289K <0.01% +1,764 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 8,352 $288K 0.02% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,301 $286K 0.06% -1,759 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 8,279 $285K 0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 8,237 $284K 0.09% +2,122 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 8,234 $284K <0.01% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 8,205 $283K 0.01% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,200 $283K 0.12% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 8,197 $282K 0.06% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 11,201 $282K 0.12% +2,693 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,168 $281K <0.01% -507 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 8,152 $281K 0.05% +50 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 8,052 $277K 0.04% +932 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,983 $275K <0.01% -8,449 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 7,974 $275K 0.01% -4,726 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,914 $273K <0.01% -496 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,903 $272K 0.03% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,863 $271K 0.02% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,849 $270K 0.02% -1,300 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,831 $270K <0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,776 $268K 0.01% -2,933 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 7,755 $267K -6,529 Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,746 $267K <0.01% -2,676 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,738 $267K 0.03% -4,044 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,707 $266K 0.01% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 9,777 $265K 0.12% -781 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 7,663 $264K <0.01% new 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,625 $263K 0.06% -1,384 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,594 $262K 0.01% +93 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,561 $261K 0.07% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,532 $260K <0.01% +1,323 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 7,500 $258K <0.01% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 7,485 $258K 0.15% -37,975 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,480 $258K 0.05% -29 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 7,438 $256K 0.05% 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,407 $255K 0.66% -24,171 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 7,397 $255K 0.1% 13F-HR Timeline Mizuho Markets Cayman LP in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Markets Cayman LP 7,395 $255K 0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,348 $253K 0.01% +295 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,332 $253K <0.01% new 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 7,317 $252K 0.11% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,271 $251K 0.01% -2,512 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 7,150 $246K 0.06% -275 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,131 $246K 0.02% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 7,117 $245K 0.15% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,099 $245K 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,085 $244K 0.03% -8,841 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) 7,079 $244K 0.01% -10,760 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 6,981 $241K 0.15% -934 13F-HR/A Timeline OSSIAM More: the full row for OSSIAM 6,975 $240K <0.01% -2,510 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,802 $234K 0.01% -2,368 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 6,772 $233K <0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,738 $232K 0.01% -82,928 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,672 $230K 0.02% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,611 $228K <0.01% -5,625 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,983 $228K 0.01% -19 13F-HR Timeline Group Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,583 $227K <0.01% new 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 6,568 $226K 0.73% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,546 $226K 0.03% +39 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,499 $224K 0.09% -252 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,443 $222K <0.01% +877 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,419 $221K <0.01% -699 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 6,345 $219K 0.13% 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 6,297 $217K 0.17% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,252 $215K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,173 $213K <0.01% new 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 6,146 $212K 0.01% +5,047 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,086 $212K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,117 $211K <0.01% -3,523 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,050 $208K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,959 $205K <0.01% -4,056 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 5,802 $204K 0.07% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,860 $202K 0.01% -191,163 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,750 $198K <0.01% +5,191 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,763 $164K <0.01% -30 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 4,712 $162K <0.01% -62,917 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,626 $159K 0.02% +2,300 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,552 $157K <0.01% -646 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,408 $152K 0.01% +1,112 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 4,265 $147K 0.08% 13F-HR/A Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 4,018 $138K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,948 $136K 0.04% +964 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3,747 $129K 0.06% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,704 $128K 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,288 $113K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,276 $113K 0.01% -500 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,973 $102K <0.01% -187,599 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,971 $102K <0.01% -1,063 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,928 $101K <0.01% +572 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,754 $94.9K <0.01% +730 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,747 $94.7K 0.01% +65 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,680 $92.4K <0.01% +660 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,632 $91.5K <0.01% +261 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,573 $88.7K 0.02% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,493 $85.9K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,400 $82.7K <0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,345 $80.8K <0.01% -778 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,316 $79.8K 0.01% -380 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,300 $79.3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,258 $77.8K 0.01% +936 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,200 $75.8K 0.05% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,071 $71.4K <0.01% -191,063 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,036 $70.2K 0.05% +2,026 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,000 $68.9K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,000 $68.9K 0.02% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,285 $68.9K <0.01% -91,024 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,991 $68.6K 0.01% +80 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,961 $67.6K 0.03% +304 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,952 $67.3K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,891 $65.2K <0.01% +726 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,820 $62.7K <0.01% -49,513 13F-HR Timeline