ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,032 $1.53M 0.1% -262 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,015 $1.52M 0.05% +66 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,013 $1.52M 0.03% +1,174 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,654 $1.52M 0.06% +1,277 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,006 $1.51M 0.34% -111 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,997 $1.5M 0.02% +10 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,003 $1.5M 0.11% +2 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,980 $1.49M 0.16% -540 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,976 $1.49M 0.21% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,974 $1.49M 0.07% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,967 $1.48M 0.02% +859 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,945 $1.47M 0.03% -187 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,940 $1.46M 0.02% +156 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,891 $1.42M 0.13% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,879 $1.42M 0.53% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,875 $1.41M 0.4% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,844 $1.39M 0.01% +424 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,837 $1.38M 0.03% +388 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,820 $1.37M <0.01% -1,108 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,819 $1.37M 0.18% -818 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,818 $1.37M 0.07% -1,021 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,874 $1.37M 0.02% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,810 $1.36M 0.17% -22 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,809 $1.36M 0.04% +10 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,795 $1.35M 0.5% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,794 $1.35M 0.19% +694 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,776 $1.34M 0.11% +262 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,767 $1.33M 0.03% -69 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,767 $1.33M 0.23% +44 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,761 $1.33M 0.05% -466 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 1,748 $1.32M <0.01% -6 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 1,748 $1.32M 0.03% +14 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 1,730 $1.3M 1.46% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,726 $1.3M 0.05% +395 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,721 $1.3M 0.02% +244 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,707 $1.29M 0.04% -172 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,708 $1.29M 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,701 $1.28M 0.09% +83 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,679 $1.26M 0.04% +898 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,674 $1.26M 0.04% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,672 $1.26M 0.02% -4,828 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,664 $1.25M 0.04% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,663 $1.25M 0.01% +14 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,655 $1.25M 0.03% +37 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 1,653 $1.25M 0.41% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,635 $1.23M 0.01% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,634 $1.23M <0.01% -310 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 1,630 $1.23M 0.03% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,629 $1.23M 0.61% -58 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,601 $1.21M 0.01% -126 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,595 $1.2M 0.07% +180 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,586 $1.19M 0.1% -120 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,579 $1.19M 0.01% -239 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,382 $1.19M 0.34% +21 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,568 $1.18M 0.02% -38 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,565 $1.18M 0.02% +262 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 1,561 $1.18M 0.24% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,554 $1.17M 0.07% -120 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 1,550 $1.17M 0.69% -2,204 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,550 $1.17M 0.43% +18 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,539 $1.16M 0.75% -196 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,534 $1.16M 0.01% +221 13F-HR/A Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,533 $1.16M 0.02% -1,048 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,525 $1.15M 0.21% +157 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,524 $1.15M 0.07% +108 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,521 $1.15M 0.36% +4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,513 $1.14M 0.03% -8 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,512 $1.14M 0.03% -311 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,500 $1.13M 0.18% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,500 $1.13M 0.1% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,499 $1.13M 0.05% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,494 $1.13M 0.21% +897 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,488 $1.12M 0.01% +149 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,487 $1.12M 0.07% +243 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 1,476 $1.11M 0.68% +391 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,469 $1.11M 0.03% -446 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,468 $1.11M 0.07% +757 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,452 $1.09M 0.44% +330 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,452 $1.09M 0.01% +110 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,452 $1.09M 0.06% +115 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,443 $1.09M 0.12% +23 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,442 $1.09M 0.2% +1 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,440 $1.08M 0.09% +284 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,437 $1.08M 0.02% +60 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,436 $1.08M 0.19% -1 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,428 $1.08M 0.02% +778 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,386 $1.04M 0.03% -2,131 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,385 $1.04M 0.03% +174 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,201 $1.03M 0.09% +76 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,372 $1.03M 0.04% -6 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,350 $1.02M 0.05% -3 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,347 $1.01M 0.46% -123 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,345 $1.01M 0.02% +486 13F-HR Timeline American Trust More: the full row for American Trust 1,343 $1.01M 0.1% +101 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 1,330 $1M 0.22% 0 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,317 $992K 0.25% +22 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,314 $990K 0.61% +60 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,308 $986K <0.01% -225 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,308 $986K 0.08% -32 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,308 $985K 0.46% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,304 $982K 0.76% +47 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,286 $969K 0.01% +137 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,282 $966K 0.02% -222 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,274 $960K 0.07% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,262 $951K 0.2% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,226 $926K 0.32% +281 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,228 $925K 0.01% -1 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,221 $920K 0.19% -36 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,217 $917K 0.4% +40 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,208 $910K 0.2% +234 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,141 $904K 0.62% +31 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,194 $900K 0.21% +97 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,189 $896K 0.04% +738 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,189 $896K 0.05% -110 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,000 $890K 0.26% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,180 $889K 0.01% +103 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,172 $883K 0.04% -1 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,165 $878K 0.1% +252 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,164 $877K 0.17% -19 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,150 $866K 0.09% +381 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,145 $863K 0.04% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,138 $857K <0.01% +312 13F-HR Timeline Group Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,133 $854K 0.08% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,120 $844K 0.05% -380 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,120 $844K 0.07% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,115 $840K 0.1% +6 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,115 $840K 0.06% -250 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 950 $838K 0.06% +4 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,106 $833K 0.77% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,092 $823K 0.01% +52 13F-HR Timeline LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 1,085 $817K 0.02% -25 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,085 $817K 0.02% +18 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,083 $816K 0.05% +4 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,083 $816K 0.04% -1,386 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,077 $811K 0.05% new 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 1,076 $811K 0.64% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,040 $783K 0.06% -40 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,035 $780K 0.06% -17 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,034 $779K 0.02% +74 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,032 $777K <0.01% +270 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,027 $774K 0.36% -58 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,023 $771K 0.25% -14 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,018 $767K 0.42% +395 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,017 $766K 0.41% -2 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,011 $762K 0.18% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,000 $753K 0.07% 0 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,000 $753K 0.01% +36 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,000 $753K 0.06% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,000 $753K 2.32% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 965 $752K 0.02% -2,058 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 987 $743K 0.09% -440 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 974 $734K 0.12% +264 13F-HR/A Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 967 $728K 0.46% +12 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 954 $719K <0.01% +3 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 952 $717K <0.01% -193,838 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 897 $711K 0.13% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 943 $710K 0.01% -66 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 930 $701K 0.02% +188 13F-HR/A Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 925 $697K 0.04% +167 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 920 $693K 0.09% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 917 $691K 0.02% -2,766 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 914 $689K 0.02% +210 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 906 $683K 0.01% +95 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 900 $678K 0.08% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 900 $678K 0.42% +32 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 895 $674K 0.03% +262 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 895 $674K 0.07% +112 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 893 $673K 0.01% +355 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 874 $671K 0.03% +308 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 888 $669K 0.08% -214 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 882 $664K 0.17% +10 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 881 $664K 0.02% +100 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 881 $664K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 873 $658K 0.09% +28 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 859 $647K 0.07% -3 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 859 $647K 0.09% +91 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 853 $643K 0.03% -30 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 853 $643K 0.02% +198 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 850 $640K 0.26% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 845 $637K 0.02% -258 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 1,007 $631K 0.7% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 837 $631K 0.01% +20 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 835 $629K 0.02% +90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 826 $622K 0.16% +133 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 819 $617K 0.16% -9 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 814 $613K 0.04% -195 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 811 $611K 0.11% -8 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 810 $610K 0.13% -20 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 810 $610K 0.01% +39 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 807 $608K 0.07% +13 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 802 $604K 0.54% -35 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 802 $604K 0.01% new 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 800 $603K <0.01% -5,789 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 790 $595K 0.2% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 787 $593K 0.01% -1 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 786 $592K 0.43% +2 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 785 $592K 0.54% +11 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 776 $585K 0.08% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 771 $581K 0.11% -179 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 770 $580K 0.1% +107 13F-HR Timeline