Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,834 $535K 0.18% -602 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,821 $534K 0.03% -6,272 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 4,733 $524K 0.35% +23 13F-HR/A Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,675 $518K 0.2% new 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 4,560 $505K 0.11% -148 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,474 $496K 0.07% +27 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,436 $491K <0.01% +10 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,430 $491K 0.05% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,427 $490K <0.01% +1,416 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,421 $490K 0.03% +775 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 4,372 $484K 0.11% +837 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,332 $480K 0.15% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,311 $477K 0.02% +120 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,300 $476K 0.08% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,292 $475K 0.01% -406 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,250 $471K 0.03% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,248 $471K 0.01% +289 13F-HR/A Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,222 $468K 0.03% +83 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 4,193 $464K 0.12% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,253 $463K 0.01% +1,015 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,089 $453K 0.07% -911 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,088 $453K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,001 $443K 0.01% +90 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,999 $443K 0.01% 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 3,964 $439K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,906 $432K 0.02% +101 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,881 $430K 0.03% -483 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,840 $425K 0.06% +196 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,833 $425K 0.16% -368 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,756 $416K 0.01% +530 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,742 $414K 0.37% -300 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,722 $412K 0.12% new 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) 3,700 $410K 0.01% -1,750 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,646 $404K 0.19% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,617 $401K 0.02% +7 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,602 $399K 0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,580 $397K <0.01% -320 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,569 $395K 0.01% +830 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,560 $394K 0.01% +305 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,531 $391K 0.05% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 3,500 $388K 0.38% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,448 $382K 0.09% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,436 $381K <0.01% -11 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,556 $380K 0.01% -2,592 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,400 $377K 0.01% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,399 $376K 0.03% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,349 $371K 0.09% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,313 $367K 0.03% -898 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 3,220 $357K 0.31% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,210 $356K 0.01% +132 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,186 $353K 0.1% +1,022 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,178 $352K 0.17% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,162 $350K 0.06% +834 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,138 $348K 0.01% +2,651 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,134 $347K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,084 $342K 0.02% +393 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,083 $341K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,079 $341K 0.01% -64 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,067 $340K 0.18% -825 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,011 $333K 0.05% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,004 $333K 0.05% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,004 $333K 0.02% +292 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,948 $327K 0.05% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,930 $325K 0.06% +819 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,929 $324K 0.22% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,910 $322K <0.01% +511 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,904 $322K 0.03% +129 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,897 $321K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,866 $317K 0.04% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,861 $317K 0.15% +118 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,870 $315K <0.01% +110 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,825 $313K 0.02% -4,260 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,771 $307K 0.02% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,739 $303K <0.01% +653 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,723 $302K 0.02% +2,618 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,794 $301K 0.14% 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 2,710 $300K +27 Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,699 $299K 0.01% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,700 $298K 0.04% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,682 $297K 0.08% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,665 $295K 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,652 $294K 0.04% +916 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,622 $290K 0.16% -175 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,615 $290K <0.01% +571 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,616 $289K 0.06% -205 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,582 $286K 0.07% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,579 $286K <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,542 $282K <0.01% +78 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 2,540 $281K 0.06% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,495 $276K 0.02% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,526 $273K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,447 $271K 0.05% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,449 $271K <0.01% +128 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 2,439 $270K 0.02% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,399 $266K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,399 $266K <0.01% -20 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,396 $265K 0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,375 $263K <0.01% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,365 $263K 0.04% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,351 $260K 0.05% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,333 $258K <0.01% +112 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,310 $256K 0.01% -72 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,301 $255K <0.01% -165 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,292 $254K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,283 $253K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,282 $253K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,272 $252K 0.01% -65 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,271 $252K 0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,270 $251K 0.01% -23 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,251 $249K 0.05% +41 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,243 $248K 0.04% -629 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,227 $247K <0.01% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,227 $247K 0.1% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,212 $245K 0.06% +16 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,215 $245K 0.03% -31 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,202 $244K <0.01% +11 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,210 $242K 0.01% +351 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,161 $239K <0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,150 $238K 0.01% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,114 $236K 0.02% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,115 $234K 0.01% -58 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,089 $231K 0.01% +85 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,079 $230K 0.01% -601 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,062 $228K 0.09% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,054 $228K 0.01% -63 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,041 $226K 0.02% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,014 $223K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,999 $221K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,995 $221K 0.02% -200 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,978 $219K 0.09% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,957 $217K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,949 $216K <0.01% -312 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,904 $211K 0.08% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,900 $210K 0.02% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,896 $210K 0.11% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,894 $210K <0.01% +893 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,877 $208K 0.12% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,872 $207K 0.06% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,866 $207K <0.01% new 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,860 $206K <0.01% new 13F-HR/A Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,836 $203K 0.33% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,834 $203K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,833 $203K 0.01% -318 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,772 $196K <0.01% +1,452 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,764 $195K <0.01% +1,024 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,724 $191K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,687 $187K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,680 $186K 0.07% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,559 $173K 0.08% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,535 $170K <0.01% -1,293 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,509 $167K -134 Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,436 $159K 0.03% -326 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,350 $150K <0.01% +86 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,320 $146K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,284 $142K <0.01% -372 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,256 $139K <0.01% +11 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,162 $129K <0.01% -42 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/ 1,117 $124K <0.01% +67 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,080 $120K 0.24% -13,610 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,067 $118K <0.01% -60 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,010 $112K 0.04% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,005 $111K 0.05% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $111K <0.01% -196 13F-HR/A Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,000 $111K 0.08% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 970 $107K <0.01% -555 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 996 $103K <0.01% +52 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 880 $97.4K 0.01% +137 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 875 $96.9K 0.03% +318 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 842 $93.3K <0.01% -8 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 740 $82K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 724 $80.2K <0.01% +143 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 713 $79K 0.02% +627 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 700 $77.5K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 681 $75.4K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 661 $73.2K 0.01% -341 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 660 $73.1K 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 557 $61.7K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 524 $58K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 516 $57K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 481 $53.3K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 470 $51.9K 0.01% +7 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 456 $50.5K 0.03% +19 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 440 $48.7K <0.01% +204 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 436 $48.3K 0.04% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 437 $48K 0.01% +19 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 414 $45.9K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 404 $45K 0.03% -67 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 405 $44.9K <0.01% +150 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 404 $44.7K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 400 $44.3K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 383 $42.4K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 372 $41.2K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 323 $35.8K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 300 $33.2K <0.01% +2 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 300 $33.2K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 300 $33.2K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 298 $33K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 294 $32.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 285 $31.6K 0.01% +3 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 283 $31.3K 0.01% +172 13F-HR Timeline