Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,630 $1.18M 0.12% -11 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,577 $1.16M 1% -64 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,574 $1.16M 0.06% -108 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,352 $1.12M 0.16% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,335 $1.12M 0.44% 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,386 $1.11M 1.02% 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 4,307 $1.09M <0.01% +67 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,303 $1.09M 0.14% -120 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 4,302 $1.09M 0.42% +8 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,284 $1.09M 0.37% -127 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,283 $1.09M <0.01% -39 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,254 $1.08M 0.71% -900 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,236 $1.07M 0.04% -343 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,207 $1.07M 0.07% -97 13F-HR/A Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,199 $1.07M 0.1% -457 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,181 $1.06M 0.1% -2,976 13F-HR/A Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,067 $1.03M 0.21% -1,216 13F-HR/A Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 4,065 $1.03M 0.26% -675 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,050 $1.03M 0.02% -1,405 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,026 $1.02M 0.04% -290 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 4,015 $1.02M 0.05% -109 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,006 $1.02M 0.11% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,998 $1.01M 0.44% +904 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,995 $1.01M 0.25% -57 13F-HR Timeline Group BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 3,984 $1.01M 0.59% +5 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,958 $1M 0.12% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,946 $1M 0.03% +20 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,904 $991K <0.01% +1,366 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,898 $989K 0.1% -4,240 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,892 $988K 0.65% -331 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,846 $976K 0.03% +427 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,844 $975K 0.1% -506 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,840 $974K 0.84% 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 3,774 $958K 0.31% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,745 $950K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,734 $948K 0.09% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,729 $946K 0.1% -85 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,722 $945K 0.26% -1,681 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,700 $939K 0.08% new 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,695 $938K 0.09% +1,518 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 3,667 $931K 0.06% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,651 $927K 0.06% +29 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,651 $926K 0.08% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,614 $917K 0.03% +294 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,611 $916K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. St. Louis Trust Co More: the full row for St. Louis Trust Co 3,597 $913K 0.13% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,573 $907K 0.01% +733 13F-HR/A Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,571 $906K 0.19% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,530 $896K 0.07% -1,241 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,525 $895K 0.03% +576 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,517 $892K 0.01% +126 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,492 $886K 0.36% -133 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,475 $882K 0.06% -220 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,474 $882K 0.08% -126 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,454 $877K -881 Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,432 $871K 0.03% +434 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,415 $867K 0.04% -203 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,407 $865K 0.25% -13 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,328 $844K 0.08% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,302 $838K 0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,288 $834K 0.01% -240 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 3,287 $834K 0.12% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,284 $833K 0.01% -200 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,272 $830K 0.4% -96 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,255 $826K 0.1% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,250 $825K 0.09% -977 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,249 $824K 0.24% +862 13F-HR/A Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,245 $823K 0.01% +1,525 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,232 $820K 0.02% -5 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,170 $804K 0.04% +79 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 3,152 $800K 0.06% +237 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,360 $799K 0.27% +825 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,143 $798K 0.2% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,132 $795K 0.02% +146 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,129 $794K 0.27% -8,693 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,122 $792K 0.4% -266 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,101 $787K 0.07% +240 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,082 $782K 0.08% +3 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,070 $779K 0.41% -62 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,067 $778K 0.11% +6 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,063 $777K 0.44% -92 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,038 $771K 0.02% -13 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,890 $771K 0.24% 0 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/ 3,031 $769K <0.01% 0 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,021 $767K 0.18% -309 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,011 $764K <0.01% +16 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,994 $760K 0.19% -47 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,961 $751K 0.07% +91 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,960 $751K 0.07% -6,049 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,960 $751K 0.04% +403 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,958 $751K 0.38% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,950 $749K 0.39% -7 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,899 $736K 0.07% +48 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,893 $734K <0.01% +179 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,891 $734K 0.3% +13 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,831 $718K 0.18% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,815 $714K 0.28% +1,111 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,769 $703K <0.01% new 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,767 $702K 0.06% -150 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,720 $697K 0.17% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,696 $684K 0.02% -56 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,696 $684K 0.1% -83 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,686 $682K 0.19% +2,631 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,665 $676K 0.05% +1,302 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,467 $675K 0.19% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,656 $674K 0.11% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,650 $672K 0.25% -38 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,620 $665K 0.17% 0 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 2,617 $664K 0.34% +3 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 2,371 $657K 0.42% +2 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,585 $656K 0.03% -612 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,578 $654K 0.23% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,552 $648K 0.01% +122 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,545 $646K 0.26% -52 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 2,372 $641K 0.33% +57 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,506 $636K 0.04% +2 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,482 $630K 0.01% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,479 $629K 0.08% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,469 $627K 0.02% -354 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,465 $625K 0.01% 0 13F-HR/A Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,457 $623K 0.4% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,456 $623K 0.37% +15 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,447 $621K 0.15% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,430 $617K 0.44% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,415 $613K <0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,407 $611K 0.01% -6 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,398 $608K 0.08% -204 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,389 $606K 0.33% -171 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,362 $599K 0.04% -56 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,356 $598K <0.01% new 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,344 $595K 0.12% +717 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,341 $594K 0.21% -4 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,334 $592K 0.02% +859 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,322 $589K 0.13% +1,498 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,322 $589K 0.02% +190 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,311 $586K 0.03% +194 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,309 $586K 0.12% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,302 $584K 0.19% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,272 $577K 0.05% -189 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,259 $573K 0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,251 $571K 0.18% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,245 $570K 0.05% +546 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,236 $567K 0.01% 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,224 $564K 0.09% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,214 $562K 0.03% -27 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,203 $559K 0.21% +99 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,202 $559K 0.01% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,191 $556K 0.06% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,224 $554K 0.04% +1,112 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,182 $554K 0.15% -20 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,162 $550K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,155 $549K 0.27% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,146 $545K 0.03% +30 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,140 $543K 0.03% +70 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 2,136 $542K 0.14% -76 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,114 $536K 0.03% +206 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,112 $536K 0.9% -793 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,109 $535K 0.25% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 2,109 $535K 0.1% -48 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,107 $535K 0.42% -28 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,104 $534K 0.07% -42 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,100 $533K 0.01% -2,372 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,099 $533K <0.01% 0 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,098 $532K 0.07% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,093 $531K 0.18% +4 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,941 $529K 0.19% 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,086 $529K 0.01% -76 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,083 $529K 0.04% -35 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,148 $526K 0.18% -66 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,062 $523K 0.02% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,052 $521K 0.03% +77 13F-HR/A Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,047 $519K 0.13% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,039 $517K 0.05% +922 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,035 $516K 0.04% -107 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,031 $515K 0.01% -1,964 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,030 $515K 0.1% -114 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,028 $515K <0.01% -9,304 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 2,022 $513K 0.01% +240 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,021 $513K 0.02% +2 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,013 $511K 0.11% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,005 $509K 0.24% 0 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 1,995 $506K 0.22% 0 13F-HR/A Timeline DDFG, Inc More: the full row for DDFG, Inc 1,991 $505K 0.15% -13 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,987 $504K 0.35% 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,986 $504K 0.13% +148 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,971 $500K 0.44% +26 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,967 $499K 0.02% +19 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,963 $498K 0.03% +538 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,950 $495K 0.09% 0 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,944 $493K 0.01% +1,620 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,940 $492K 0.02% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,912 $491K 0.25% -28 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,936 $491K 0.15% +12 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 1,930 $490K 0.19% -21 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,919 $487K 0.03% +1 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,914 $486K 0.02% +51 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,906 $484K 0.23% -124 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,904 $483K 0.04% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,894 $481K 0.02% -30 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,893 $480K 0.16% 13F-HR Timeline