Vestcor Inc More: the full row for Vestcor Inc 32,344 $263K 0.01% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 32,259 $262K -14,791 Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 32,124 $261K 0.03% new 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 31,000 $256K 0.2% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 30,650 $249K <0.01% +4,270 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 29,761 $242K 0.06% -951 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 29,446 $239K 0.01% +11,325 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 28,700 $233K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,581 $224K <0.01% -14,433 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 25,070 $204K 0.1% +4,040 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 25,021 $203K 0.02% +2,633 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 24,489 $199K <0.01% +3,492 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 24,333 $198K <0.01% 0 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 24,322 $197K <0.01% 0 13F-HR/A Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 23,172 $190K 0.01% new 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 23,302 $189K 0.12% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 22,985 $187K 0.04% -5,454 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 22,587 $183K 0.03% -79 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 21,921 $178K <0.01% +915 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 21,902 $178K 0.01% -27,083 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 21,768 $177K 0.11% -13,688 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 21,330 $173K <0.01% -53,614 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 20,057 $163K <0.01% 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 20,000 $162K 0.07% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,000 $162K <0.01% -225 13F-HR Timeline Group Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 19,182 $156K 0.1% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 18,797 $153K 0.12% +1,459 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) 18,133 $147K <0.01% +1,861 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,798 $145K <0.01% -165 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,734 $142K <0.01% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 17,003 $138K 0.09% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 15,524 $137K 0.01% -185 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,795 $136K <0.01% +1,674 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 16,482 $134K <0.01% -531 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,293 $132K <0.01% +3,597 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 16,065 $130K 0.01% +506 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 16,000 $130K 0.02% -78,166 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,973 $130K <0.01% -12,803 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,732 $128K <0.01% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 15,171 $123K 0.06% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 15,093 $123K <0.01% +3 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,675 $119K <0.01% -5,236 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,225 $116K 0.01% +1,920 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,785 $112K <0.01% +827 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 13,606 $110K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 13,235 $107K <0.01% -10,427 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 13,121 $107K <0.01% new 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 13,061 $106K 0.02% +2,867 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 12,805 $104K <0.01% -933 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 12,788 $104K <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,393 $101K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,385 $101K <0.01% -9,079 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,208 $99.1K <0.01% -10,512 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 12,114 $98.4K 0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,078 $98.1K <0.01% +287 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 12,000 $97.4K 0.03% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 11,704 $95K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,699 $95K <0.01% -5,275 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 11,480 $93.2K <0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,451 $93K <0.01% -3,319 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,432 $92.8K 0.02% -1,240 13F-HR Timeline Essex LLC More: the full row for Essex LLC 11,300 $91.8K 0.02% 0 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 11,240 $91.3K <0.01% -8,700 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 11,001 $89.3K 0.02% -25 13F-HR Timeline 111 Capital More: the full row for 111 Capital 10,915 $88.6K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,882 $88.4K <0.01% +555 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 10,759 $87.4K <0.01% +107 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 10,641 $86.4K 0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,500 $85.3K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,454 $84.9K <0.01% -930 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,354 $84.1K <0.01% -11,227 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,150 $82.4K 0.01% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,000 $81.2K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,704 $77.5K <0.01% +1,353 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,377 $76.1K 0.01% +344 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,022 $73.3K <0.01% +119 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 7,729 $63K 0.04% -5,753 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6,493 $52.7K 0.03% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,904 $47.9K <0.01% -1,255 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 5,367 $43.6K <0.01% +274 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,054 $41K <0.01% -5,350 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,305 $35K <0.01% +1,590 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,107 $33.3K <0.01% -59 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,078 $33.1K <0.01% +74 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,392 $30K <0.01% +1,817 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,000 $24.4K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,726 $22.1K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,528 $20.5K <0.01% +1,891 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,206 $17.9K <0.01% -345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,020 $16.4K <0.01% +146 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,979 $16.1K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,800 $14.6K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,794 $14.6K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,736 $14.6K <0.01% -1,270 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,718 $14K <0.01% +405 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,607 $13K <0.01% +478 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,586 $12.9K <0.01% -390 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,368 $11.1K <0.01% -1,500 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,563 $11.1K <0.01% +1,406 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,181 $9.59K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,061 $8.69K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,056 $8.65K <0.01% -483 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,040 $8.45K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 993 $8.06K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 991 $8.05K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 908 $7.37K <0.01% -288 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 846 $6.87K <0.01% new 13F-HR/A Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 756 $6.14K <0.01% -112 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 728 $5.91K <0.01% +522 13F-HR Timeline Quarry LP More: the full row for Quarry LP 654 $5.31K <0.01% +522 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 607 $4.93K <0.01% +180 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 538 $4.37K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 500 $4.06K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 500 $4.06K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 441 $3.58K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 429 $3.48K <0.01% -252 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 414 $3.36K <0.01% +404 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 400 $3.25K <0.01% -1,884 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 390 $3.17K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 384 $3.12K <0.01% +3 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 365 $2.96K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 325 $2.64K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 310 $2.52K <0.01% new 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 261 $2.12K <0.01% 0 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 245 $1.99K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 230 $1.87K <0.01% +219 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 230 $1.87K <0.01% -10 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 225 $1.83K <0.01% +67 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 224 $1.82K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $1.62K <0.01% -6,500 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 195 $1.6K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 193 $1.57K <0.01% -744 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 169 $1.37K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 163 $1.32K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 158 $1.28K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 137 $1.22K <0.01% +13 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 111 $902 <0.01% -153 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 91 $739 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 84 $683 <0.01% -134 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 74 $601 <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 73 $592 <0.01% +25 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 70 $569 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 69 $561 <0.01% -27 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 68 $553 <0.01% +11 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 65 $528 <0.01% +32 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 60 $487 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 49 $398 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 41 $333 <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 38 $309 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 33 $268 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 31 $252 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12 $98 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 9 $73 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $70 <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $49 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2 $16 <0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1 $8 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 94 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.