Miller Investment Management, LP More: the full row for Miller Investment Management, LP 9,947 $979K 0.1% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 9,924 $976K 0.97% -800 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,899 $974K 0.05% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9,887 $973K 0.12% +46 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 9,848 $969K 0.35% -1,129 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 9,846 $969K 0.67% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,102 $968K 0.11% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 9,784 $963K 0.73% -114 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9,717 $956K 0.23% -736 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,711 $955K 0.05% -287 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 9,515 $954K 0.07% -360 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,609 $945K 0.02% -11,939 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 9,551 $940K 0.02% +6,985 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,592 $939K 0.02% +335 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 9,545 $939K 0.58% +337 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 9,492 $934K <0.01% -29,015 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 9,442 $929K 0.26% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 9,400 $925K 0.1% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 9,398 $925K 0.28% -2,664 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,332 $918K 0.18% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 9,330 $918K 0.11% -1,541 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 9,298 $914K <0.01% -5,540 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 9,270 $912K 0.07% +3,628 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,237 $909K 0.19% +3,851 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,231 $908K 0.02% +2,170 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,208 $906K 0.06% +2,347 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 9,100 $895K 0.29% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,414 $894K 0.01% -202,975 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 9,065 $892K 0.03% -734 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 9,041 $889K 0.2% +1,063 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 9,024 $888K 0.01% -3,808 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,007 $886K 0.03% +816 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 8,979 $883K 0.35% +520 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 8,964 $882K 0.04% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8,951 $881K 0.29% +1,263 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 8,914 $877K 0.19% +1,362 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 8,911 $877K 0.22% +1,961 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,853 $871K 0.11% -863 13F-HR/A Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 8,853 $871K 0.16% +94 13F-HR/A Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 8,851 $871K 0.14% +2,369 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 8,804 $866K 0.24% -3,689 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,777 $863K 0.26% -638 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,770 $863K 0.07% +37 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 8,728 $859K 0.88% 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 8,716 $857K 0.35% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 8,683 $854K 0.11% +993 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,683 $854K 0.01% +798 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,992 $854K 0.06% -4,805 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 8,642 $850K 0.19% -682 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,635 $850K 0.58% +25 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,624 $848K 0.03% -5,850 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 8,583 $844K 0.09% -493 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,534 $840K 0.15% -51 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 8,483 $835K 0.31% +4 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,467 $833K 0.09% +1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,393 $826K 0.06% +1,068 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 8,388 $825K 0.43% -465 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 8,381 $825K 0.1% +308 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 8,304 $817K 0.43% +675 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,296 $816K 0.2% -194 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 8,269 $814K 0.58% +277 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,256 $812K 0.05% +578 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 8,192 $806K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,159 $803K 0.03% -1,535 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,156 $802K 0.02% -1,985 13F-HR/A Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,123 $799K 0.58% -430 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 8,120 $797K 0.03% new 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 8,018 $789K 0.05% -596 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,017 $789K 0.16% -56 13F-HR Timeline Mengis Capital Management, Inc. 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More: the full row for Ethic Inc. 7,896 $777K 0.01% +381 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,892 $776K 0.34% +34 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,875 $775K -200 Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,867 $774K 0.41% -35 13F-HR Timeline Carson Advisory Inc. 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Prosperity Capital Advisors 7,055 $694K 0.04% +787 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,049 $693K 0.07% +24 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 7,038 $692K 0.07% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 7,034 $692K 0.62% -228 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,022 $691K 0.07% -963 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 7,000 $689K <0.01% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,988 $687K 0.08% +427 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,984 $687K 0.11% -93 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 6,980 $687K 0.24% -272 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,966 $685K 0.02% +330 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 6,970 $685K 0.12% -1,923 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,947 $683K 0.03% +276 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,921 $681K 0.31% -77 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 6,900 $679K 0.01% +150 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 6,896 $678K 0.22% +22 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,890 $678K 0.01% -654 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,880 $677K 0.24% +308 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,858 $675K 0.08% -240 13F-HR Timeline Advance Capital Management, Inc. 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More: the full row for Confluence Wealth Services, Inc. 6,787 $668K 0.03% +333 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 6,765 $666K 0.64% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,743 $663K 0.15% +2,435 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,739 $663K 0.05% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,715 $661K 0.04% -13,019 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,701 $659K 0.18% -759 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,695 $659K 0.06% -557 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 6,696 $657K 0.19% +54 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,667 $656K 0.09% +2,943 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 6,650 $654K 0.2% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 6,643 $654K 0.25% -3,456 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,634 $653K 0.12% +11 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 6,625 $652K 0.27% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,616 $651K 0.03% -827 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 6,600 $649K 0.07% -400 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,573 $647K 0.02% -85,463 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,520 $641K 0.01% -2,083 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,517 $641K 0.02% -487 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,514 $641K 0.09% +4,078 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,512 $641K 0.12% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 6,479 $637K 0.23% +1,079 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 6,475 $637K 0.48% +2,947 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,465 $636K 0.14% +5 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,434 $633K 0.03% -8,184 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 6,401 $630K 0.07% +269 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,382 $628K 0.03% +656 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,356 $625K 0.05% -68 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,355 $625K 0.03% +101 13F-HR Timeline SOA Wealth Advisors, LLC. 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More: the full row for Legacy Capital Group California, Inc. 6,247 $615K 0.23% -687 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,243 $614K 0.14% -784 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,238 $614K 0.04% -348 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,310 $613K 0.07% -1,624 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,213 $611K 0.19% -1,115 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,208 $611K 0.06% -492 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,202 $610K 0.02% -2,181 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 6,198 $610K 0.43% +528 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,196 $610K 0.04% -308 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,319 $609K 0.01% -167 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,185 $608K 0.1% +2,807 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,163 $606K 0.05% -110 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,087 $599K 0.07% -1,976 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,087 $599K 0.13% +302 13F-HR Timeline Financial Solutions Advisory Group, Inc. 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