Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 5,616 $1.54M 0.35% +669 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,515 $1.51M 0.09% -250 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,449 $1.49M 0.01% +1,259 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 5,441 $1.49M -548 Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 5,349 $1.46M 0.6% +70 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 5,303 $1.45M 0.03% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,254 $1.44M 0.01% -130 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 5,196 $1.42M 0.23% +349 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 5,177 $1.42M 0.07% +50 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,174 $1.42M 0.01% -11 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,131 $1.4M 0.01% +100 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 5,116 $1.4M 0.05% +71 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,136 $1.39M 0.06% +3,142 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI⦠More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,083 $1.39M 0.01% -213 13F-HR Timeline Group OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 5,022 $1.37M 0.17% +3,749 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,015 $1.37M 0.01% -349 13F-HR/A Timeline LBP AM SA More: the full row for LBP AM SA 4,983 $1.36M 0.02% -246 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,972 $1.36M 0.03% -1,825 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,859 $1.33M 0.11% -62 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,840 $1.32M 0.01% -148 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,811 $1.32M 0.02% -30 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 4,797 $1.31M 0.67% +73 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,760 $1.3M 0.37% +142 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,735 $1.3M 0.45% -41 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 4,681 $1.28M 0.02% -90,519 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,660 $1.28M 0.02% +881 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,626 $1.27M 0.02% +135 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,600 $1.26M 0.17% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,489 $1.23M 0.01% +407 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,478 $1.23M 0.05% +213 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,472 $1.22M 1.05% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,470 $1.22M 0.03% -850 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,398 $1.2M 0.07% +555 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,337 $1.19M 0.02% +99 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,335 $1.19M 0.01% -9 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,318 $1.18M 0.01% -1,108 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,271 $1.18M 0.13% +102 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,206 $1.15M 0.02% -11 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,148 $1.14M 0.07% +2,448 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,096 $1.12M <0.01% -2,565 13F-HR Timeline OSSIAM More: the full row for OSSIAM 4,084 $1.12M 0.01% +1,306 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,057 $1.11M 0.07% -365 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 4,052 $1.11M 0.02% +446 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 4,031 $1.1M 0.72% +1,222 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,018 $1.1M <0.01% -902 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L⦠More: the full row for Daiichi Life Insurance Co., Ltd. 4,016 $1.1M 0.03% +3,000 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 3,993 $1.09M 0.15% +24 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 3,980 $1.09M 0.72% -590 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,949 $1.08M 0.07% +699 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu⦠More: the full row for Lansforsakringar Fondforvaltning AB (publ) 3,906 $1.07M 0.01% -780 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,897 $1.07M 0.01% -19,136 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 3,869 $1.06M 0.55% new 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group ⦠More: the full row for Impax Asset Management Group plc 3,869 $1.06M 0.01% new 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,839 $1.05M 0.04% +631 13F-HR/A Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,827 $1.05M 0.13% -2,151 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,790 $1.04M 0.03% +132 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,754 $1.03M 0.01% +382 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,745 $1.03M 0.01% +933 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,738 $1.02M 0.12% +129 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,724 $1.02M 0.05% +1,807 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,716 $1.02M 0.01% +288 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,700 $1.01M 0.15% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,657 $1M <0.01% +98 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,623 $992K 0.01% -18,514 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 3,562 $975K 0.02% -69 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,546 $971K 0.13% 0 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,490 $955K 0.02% +900 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, ⦠More: the full row for Diversify Advisory Services, LLC 3,830 $953K 0.03% +1,349 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,478 $952K <0.01% +386 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,475 $951K 0.02% +561 13F-HR/A Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,422 $937K 0.65% -166 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,446 $936K 0.06% 0 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 3,400 $931K 0.05% 0 13F-HR Timeline United Super Pty Ltd in its capacity as⦠More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,400 $931K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,375 $924K <0.01% +125 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,372 $923K 0.16% +1,458 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,300 $903K 0.11% +418 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,289 $900K 0.22% -325 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,266 $894K <0.01% new 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 3,252 $890K 0.03% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,232 $885K 0.07% new 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,204 $877K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,200 $876K 0.17% 0 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,143 $860K 0.07% -14 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,140 $860K 0.07% +33 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,066 $839K 0.23% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,972 $814K 0.46% -1,159 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,970 $813K 0.23% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management⦠More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,959 $810K 0.03% +99 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,950 $808K 0.21% -2,421 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,935 $803K 0.08% -645 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,915 $798K 0.01% -50 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,913 $788K <0.01% +74 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,876 $787K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,826 $774K 0.01% +81 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,816 $771K 0.16% -14,500 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,802 $767K 0.02% +2,369 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,756 $754K 0.04% +815 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,748 $752K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,701 $739K <0.01% +779 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,680 $734K 0.11% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,660 $728K 0.16% -57 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,658 $728K 0.01% -2,834 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,649 $725K 0.11% +9 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,631 $720K 0.02% -1,006 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,577 $705K 0.41% -91 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,564 $702K 0.02% +1,716 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,520 $690K 0.25% -12 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,572 $682K 0.02% -169 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,430 $665K 0.23% -30 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,399 $657K 0.04% -63 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 2,390 $654K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,353 $644K <0.01% +297 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,323 $636K 0.06% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,313 $633K 0.02% -22 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,310 $632K 0.01% -940 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor⦠More: the full row for Concurrent Investment Advisors, LLC 2,306 $631K 0.01% +80 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,292 $627K 0.02% -455 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen⦠More: the full row for Rockefeller Capital Management L.P. 2,271 $622K <0.01% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,266 $620K 0.03% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,256 $618K 0.24% -100 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,252 $616K 0.31% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,248 $615K 0.13% -57 13F-HR Timeline Penobscot Investment Management Company⦠More: the full row for Penobscot Investment Management Company, Inc. 2,244 $614K 0.05% new 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 2,238 $613K <0.01% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,230 $610K 0.26% +88 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,229 $610K 0.05% -135 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,126 $602K 0.02% +28 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,171 $594K 0.01% +1,537 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,134 $584K 0.06% +668 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,103 $576K 0.02% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,102 $575K 0.05% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,100 $575K 0.93% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,100 $575K 0.07% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,090 $572K 0.03% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,084 $570K 0.07% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,071 $567K 0.03% -41 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,054 $562K 0.08% -342 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,048 $561K 0.02% -248 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 2,048 $561K 0.7% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,027 $555K 0.01% +896 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,026 $554K 0.01% +69 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,024 $554K 0.01% -31 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,022 $553K 0.1% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,000 $547K 0.07% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 2,000 $547K 0.05% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,981 $542K +142 Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 1,978 $541K 0.22% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,970 $539K 0.01% +55 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,967 $538K 0.01% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,959 $536K 0.25% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,186 $536K 0.01% -2,350 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,932 $529K 0.3% +77 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,925 $527K 0.01% +113 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,910 $523K 0.02% +394 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,900 $520K 0.38% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,899 $520K 0.2% +52 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,877 $514K 0.06% -3 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,865 $511K <0.01% +200 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,852 $507K 0.02% -290 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,851 $507K 0.01% +663 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 1,840 $504K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,829 $501K 0.02% +505 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT ⦠More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,827 $500K 0.01% -175 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,822 $499K <0.01% +364 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,804 $494K <0.01% -10 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,757 $481K 0.01% +222 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,730 $474K 0.01% +50 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,729 $473K 0.06% +100 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,724 $472K 0.03% +715 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) 1,724 $472K 0.01% -7,485 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,704 $466K 0.01% -41 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,694 $464K 0.03% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,681 $460K <0.01% +95 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,673 $458K 0.05% -49 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,665 $456K 0.13% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,650 $452K 0.06% +80 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,647 $451K 0.03% +3 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,641 $449K 0.06% +89 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,647 $446K <0.01% -2,056 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,630 $446K 0.07% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,625 $445K 0.01% +225 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,588 $435K 0.01% -90 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,545 $423K 0.14% +64 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,558 $422K 0.03% +792 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,540 $422K 0.27% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,531 $419K 0.22% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,464 $413K 0.04% -50 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,500 $411K 0.06% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 1,500 $411K 0.14% 0 13F-HR Timeline Westerkirk Capital Inc. 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