Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,402 $482K 0.03% +101 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,346 $470K 0.01% +1,059 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,318 $465K 0.02% +45 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,315 $464K 0.03% +519 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,299 $461K 0.04% +5 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,293 $460K 0.01% +96 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,291 $459K 0.01% -361 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,227 $452K 0.01% -909 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,623 $451K 0.04% -15 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,243 $450K 0.09% -91 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,273 $450K 0.04% -465 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,237 $448K 0.03% -181 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,236 $448K 0.1% +236 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,234 $448K 0.04% -268 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,232 $447K 0.42% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,217 $444K 0.22% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,216 $444K 0.01% -80 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,215 $444K 0.02% +110 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 2,203 $442K 0.1% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,200 $441K 0.04% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,200 $441K 0.25% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,165 $434K <0.01% -3,316 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,164 $434K 0.08% -100 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,160 $433K 0.02% +641 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,146 $430K 0.42% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,108 $423K 0.02% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,104 $422K 0.03% +444 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,080 $417K 0.04% -15 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,046 $410K 0.13% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,300 $410K 0.04% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,012 $403K 0.05% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,003 $402K 0.01% +98 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,000 $401K 0.06% -2,607 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,989 $399K 0.01% new 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. 1,979 $397K 0.01% new 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,936 $388K 0.03% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,935 $388K 0.01% -43 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,924 $386K 0.13% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,924 $386K 0.01% +207 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,911 $383K <0.01% +603 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,910 $383K 0.41% +110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 111 Capital More: the full row for 111 Capital 1,897 $380K 0.07% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,896 $380K 0.02% +457 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,885 $378K 0.11% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,880 $377K 0.03% +5 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,878 $376K 0.17% -61 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,872 $375K 0.03% +116 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,863 $373K 0.06% -18 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,863 $373K 0.3% -1,100 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,847 $370K 0.08% +99 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,840 $369K 0.01% -235 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,837 $368K 0.01% +628 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,859 $368K <0.01% +314 13F-HR/A Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,810 $363K 0.01% +282 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,798 $360K 0.04% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,286 $360K 0.04% -300 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,777 $356K 0.09% -2,744 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,766 $354K 0.01% +21 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,743 $349K 0.01% -1,788 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,741 $349K 0.04% -98 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,725 $346K 0.01% new 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,723 $345K 0.05% -21 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,723 $345K 0.03% +4 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,720 $345K 0.01% +109 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,701 $341K 0.04% +541 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,689 $339K 0.04% +171 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,684 $338K 0.01% new 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 1,672 $335K 0.01% -481 13F-HR/A Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,645 $330K 0.03% +97 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,638 $328K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,638 $328K 0.01% +26 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,633 $327K 0.01% +165 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,631 $327K <0.01% -586 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,619 $325K 0.09% +271 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,602 $321K 0.03% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,599 $321K 0.26% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,596 $320K 0.04% new 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,595 $320K 0.01% +171 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,582 $317K 0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,560 $313K 0.02% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,559 $313K 0.34% -233 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,750 $311K 0.13% -25 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 1,550 $311K <0.01% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,532 $307K 0.2% -707 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,528 $306K 0.04% 0 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 1,519 $305K 0.11% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,510 $303K 0.03% +108 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,494 $300K 0.02% +209 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,481 $297K 0.03% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,472 $295K 0.06% -5 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,469 $294K 0.04% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,450 $291K 0.21% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,623 $290K 0.1% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,440 $289K 0.01% +113 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,431 $287K <0.01% -1,074 13F-HR/A Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,430 $287K 0.11% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,427 $286K 0.13% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,400 $284K 0.28% -250 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,421 $281K 0.05% -54 13F-HR/A Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,400 $281K 0.34% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,390 $279K 0.01% -1,092 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,394 $278K 0.11% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,383 $277K 0.06% +8 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,375 $276K 0.09% +5 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,373 $275K 0.02% +79 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,362 $273K 0.13% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,359 $272K <0.01% new 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,356 $272K 0.07% -1,086 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,350 $271K 0.18% 0 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 1,345 $270K 0.15% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,343 $269K 0.03% +942 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,336 $268K 0.01% -15 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,330 $267K 0.01% -366 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,329 $266K 0.01% -435 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,322 $265K 0.11% -178 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,472 $262K 0.02% -51 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,307 $262K 0.02% +7 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,306 $262K 0.01% +262 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,302 $261K 0.02% new 13F-HR/A Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,300 $261K 0.01% -203 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,293 $259K 0.08% +33 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,274 $255K 0.01% -36 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,433 $255K 0.03% +22 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,268 $254K 0.01% -21 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,262 $253K <0.01% -1,317 13F-HR/A Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,260 $253K 0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,257 $252K 0.01% -32 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,256 $252K 0.01% +7 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,256 $252K 0.02% -70 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,247 $250K 0.02% -86 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,247 $250K 0.02% -143 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,246 $250K 0.12% +3 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,240 $249K 0.07% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,238 $248K 0.01% new 13F-HR/A Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,237 $248K 0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,228 $246K 0.01% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,226 $246K 0.02% +3 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,225 $246K <0.01% -2,680 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,221 $245K 0.01% +1 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,222 $245K 0.1% new 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,210 $243K 0.08% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 1,200 $241K 0 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,189 $238K 0.02% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,187 $238K 0.02% -249 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,180 $237K 0.02% -48,808 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,173 $235K 0.04% +355 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,170 $235K 0.08% +8 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,166 $234K 0.01% -3,429 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,163 $233K <0.01% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,162 $233K 0.02% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,154 $231K 0.01% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,161 $231K 0.05% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,161 $231K 0.05% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,150 $231K 0.01% +245 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,147 $230K 0.01% +55 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,144 $229K 0.17% -3 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,133 $227K 0.02% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,119 $224K 0.03% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,119 $224K 0.01% new 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 1,112 $223K 0.09% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,103 $221K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,102 $221K 0.01% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,100 $221K 0.1% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,098 $220K 0.07% -2,146 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,097 $220K 0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,094 $219K 0.09% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,093 $219K 0.02% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,089 $218K <0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,089 $218K 0.01% -125 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,084 $217K 0.02% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,078 $216K 0.05% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,073 $215K 0.02% new 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,071 $215K 0.06% -2,074 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,062 $213K <0.01% -176 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,057 $212K 0.09% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,053 $211K 0.06% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,048 $210K 0.02% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,045 $209K 0.02% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,043 $209K 0.06% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,032 $207K 0.06% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,030 $206K 0.01% +49 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,026 $206K 0.01% -131 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,239 $203K 0.21% -59 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,005 $202K 0.03% new 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 1,005 $201K 0.04% new 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 1,000 $200K 0.06% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,000 $200K 0.02% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,000 $200K 0.12% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $200K 0.01% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 954 $191K 0.05% new 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 900 $180K 0.03% -50 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 808 $163K 0.03% -3,335 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 813 $163K 0.05% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 773 $155K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 761 $153K 0.1% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 736 $148K 0.02% +171 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 728 $146K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 726 $146K 0.02% -8 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 725 $145K <0.01% -2,769 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 712 $143K <0.01% 0 13F-HR Timeline