Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,036 $883K 0.05% -14 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,035 $882K 0.05% +22 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,000 $877K 0.7% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 5,989 $876K 0.04% -1,116 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,937 $868K 0.01% +33 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,931 $867K 0.01% -230 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 5,884 $861K 0.31% +131 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,882 $860K 0.14% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,879 $860K 0.02% -717 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,869 $858K 0.05% +150 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 5,854 $856K 0.01% +3,019 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,812 $850K 0.05% +3 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,802 $848K 0.01% -176 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,770 $844K 0.42% +2,827 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,740 $839K 0.25% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,698 $833K 0.02% +3,424 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,698 $833K 0.01% -828 13F-HR/A Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,647 $826K 0.03% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,521 $807K <0.01% -14 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,501 $804K 0.01% +832 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 5,474 $800K 0.48% +172 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,446 $796K 0.17% +862 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,425 $793K <0.01% +288 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,377 $786K 0.03% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 5,314 $777K -2,223 Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,285 $773K 0.02% +254 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,273 $771K 0.14% -836 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 5,203 $761K 0.01% -77,219 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,174 $757K 0.04% +266 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,139 $755K 0.01% +2,337 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,129 $750K <0.01% +188 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,111 $730K 0.09% +146 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,956 $725K <0.01% -7 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,938 $722K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,560 $717K 0.01% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,880 $714K 0.17% -945 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,813 $704K 0.03% -1,393 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,792 $701K 0.04% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,792 $701K 0.05% +471 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,763 $696K 0.01% -61 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,743 $694K 0.01% +828 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,634 $677K 0.02% +357 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. 4,619 $675K <0.01% -10,437 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,613 $674K -299 Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,593 $672K 0.09% -113 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,567 $668K 0.45% -27 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,501 $658K 0.01% +498 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,462 $653K 0.01% -2,579 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,459 $652K 0.03% +1,446 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,450 $651K 0.01% -551 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,413 $650K 0.46% +200 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 4,424 $647K 0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,403 $644K <0.01% +414 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,400 $643K 0.1% +5 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,394 $642K 0.07% -109 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,364 $638K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,316 $631K 0.02% -279 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,313 $631K 0.16% -832 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,312 $631K 0.01% -331 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,300 $629K 0.04% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,296 $628K 0.07% -1,763 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,286 $627K 0.01% +1,497 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,254 $625K 0.01% +522 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. 4,231 $619K <0.01% -3,537 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,218 $617K 0.03% -403 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,204 $615K 0.27% 0 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 4,186 $612K 0.01% +226 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,176 $611K 0.02% +60 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,122 $603K 0.55% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,122 $603K 0.1% -707 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,178 $600K 0.01% +416 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,101 $600K 0.06% +978 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,098 $599K 0.01% +1,634 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,067 $595K 0.02% -90 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,021 $588K 0.08% +475 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,005 $586K 0.01% -7 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,998 $585K 0.02% +1,880 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 3,960 $584K 0.09% -137 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,966 $580K 0.02% -67 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,947 $577K 0.05% -97 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,909 $572K 0.43% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,897 $570K +269 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,851 $563K 0.01% -201 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 3,808 $557K 0.39% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,808 $557K 0.07% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,795 $555K 0.03% -1,155 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,757 $549K 0.02% -68,597 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,762 $549K 0.02% +899 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,740 $547K 0.07% +2 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,717 $544K 0.03% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 3,712 $543K 0.06% +1,520 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,690 $540K 0.01% +10 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,690 $540K 0.01% -135 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,651 $534K <0.01% -131 13F-HR Timeline Group Huber Capital Management LLC More: the full row for Huber Capital Management LLC 3,638 $532K 0.08% -3,005 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,626 $530K 0.03% -52 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,553 $520K <0.01% 0 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,524 $515K 0.04% -556 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 3,515 $514K 0.51% +840 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 3,500 $512K 0.13% 0 13F-HR Timeline Group AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 3,463 $506K <0.01% 0 13F-HR Timeline Group William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,423 $501K 0.29% -1,208 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,407 $498K <0.01% +165 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,393 $496K 0.08% -4 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,392 $496K 0.01% -44 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,389 $496K 0.03% +14 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,388 $495K 0.03% +1,710 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,381 $494K +725 Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3,375 $493K <0.01% +300 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. 3,365 $492K 0.01% +1,650 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,358 $491K 0.09% -1 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,346 $489K 0.34% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,312 $487K 0.03% +650 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,321 $486K 0.03% -204 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,321 $486K 0.01% +5 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,256 $476K 0.01% +707 13F-HR Timeline Group Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 3,251 $475K 0.44% +27 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,246 $475K 0.01% +73 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,668 $473K 0.03% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,235 $473K 0.06% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,222 $471K 0.01% +37 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,196 $467K 0.01% +67 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,173 $464K 0.01% -3,778 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 3,159 $462K 0.01% new 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 3,150 $461K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,139 $459K 0.23% +91 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,105 $454K <0.01% -1,940 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,100 $453K <0.01% -1,077,864 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,089 $452K 0.16% +1 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 3,055 $447K 0.11% -2 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,013 $441K 0.04% +13 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,000 $439K 0.02% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,978 $435K 0.05% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,970 $434K 0.03% -14,132 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,016 $430K 0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,928 $430K 0.03% +22 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,902 $428K 0.01% +1,118 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,916 $426K 0.01% +727 13F-HR/A Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,884 $422K 0.23% +25 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,878 $421K 0.07% +662 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,815 $412K 0.02% -15,400 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,813 $411K <0.01% -133 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,806 $410K 0.03% +994 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 2,800 $409K 0.01% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,797 $409K 0.14% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,793 $408K 0.01% +246 13F-HR Timeline Group TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 2,776 $406K new Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,751 $402K 0.03% +212 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,751 $402K 0.34% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,749 $402K 0.01% new 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,741 $401K <0.01% +59 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,722 $398K 0.12% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,701 $397K 0.01% +409 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,704 $395K <0.01% -1,044 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,684 $392K 0.03% 0 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,674 $391K 0.04% -1 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,671 $391K <0.01% -414 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 2,662 $389K 0.08% +28 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,631 $385K 0.06% -300 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,624 $384K <0.01% +1,246 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 2,571 $382K 0.01% -418 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,603 $381K 0.01% +853 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,597 $380K 0.26% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,537 $373K -191 Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,551 $373K 0.22% +9 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,527 $370K 0.01% -743 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,527 $370K 0.07% +1 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,504 $366K 0.32% +88 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,497 $365K 0.09% -7 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,476 $362K 0.02% +36 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,472 $361K 0.06% +37 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 2,467 $361K 0.17% 0 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,460 $360K 0.26% -2,238 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 2,459 $360K 0.05% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,451 $358K 0.01% +275 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 2,433 $356K 0.25% +86 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,404 $352K 0.01% +4 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,402 $351K 0.02% +450 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,332 $341K 0.01% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,304 $337K 0.09% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,281 $334K 0.01% +10 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 2,280 $333K 0.01% -28,810 13F-HR Timeline Group Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,275 $333K 0.14% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,269 $332K 0.02% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,248 $329K 0.1% -270 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,220 $328K <0.01% +75 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,236 $327K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,222 $325K 0.01% +235 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,220 $325K 0.02% -98 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,220 $325K 0.01% -845 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,212 $324K 0.15% -190 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,207 $323K 0.06% -7 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,200 $322K 0.01% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,176 $318K 0.1% -500 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,156 $315K <0.01% 0 13F-HR Timeline Group AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,145 $314K 0.16% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,133 $312K 0.02% 0 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 2,130 $311K 0.06% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,110 $308K 0.04% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,087 $305K 0.01% -186 13F-HR Timeline