JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 155,418,110 $11.5B 0.67% +12,580,143 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 141,274,305 $10.4B 5.54% +6,457,740 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 130,673,715 $9.59B 5.61% +9,288,309 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 125,882,099 $9.24B 0.49% +863,495 13F-HR Timeline Group VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 94,244,729 $6.92B +9,873,213 Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 35,718,154 $2.63B 7.71% +18,843,587 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 29,041,837 $2.13B 0.37% +3,008,695 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 26,751,940 $1.96B 0.13% +1,079,109 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 26,509,608 $1.95B +1,310,110 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 20,078,691 $1.47B 1.3% +1,450,685 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 19,768,745 $1.45B 0.33% +675,143 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,868,185 $1.39B 5.89% -5,325,394 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,463,710 $1.06B 0.11% +732,240 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 13,152,216 $966M 0.75% +1,030,722 13F-HR Timeline Group Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 9,969,512 $732M 27.27% +99,876 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,585,242 $702M 0.14% +142,085 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,221,231 $677M 8.62% +593,446 13F-HR Timeline MASTERCARD FOUNDATION ASSET MANAGEMENT … in group MASTERCARD FOUNDATION ASSET M… More: the full row for MASTERCARD FOUNDATION ASSET MANAGEMENT CORP 8,862,905 $651M 2.03% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 8,579,414 $632M 23.1% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,326,480 $611M 0.01% -212,127 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,177,967 $600M 8.6% +1,064,244 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,251,116 $532M 0.92% +2,299,518 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,165,534 $526M 0.14% -591,437 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,165,064 $526M 0.48% -460,875 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 6,895,140 $508M 16.71% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,547,036 $481M -618,022 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,890,208 $432M 0.6% +659,598 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,643,726 $414M 0.07% +66,355 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,911,062 $361M 4.23% +669,322 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,612,354 $340M 0.14% +405,061 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,234,558 $311M 0.91% +218,362 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,112,113 $302M 0.29% +58,629 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,980,436 $292M 0.01% -1,368,539 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,698,455 $272M 0.13% +75,708 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,653,264 $268M 0.06% +52,468 13F-HR Timeline Group Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 3,469,178 $255M +86,022 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,376,508 $248M 0.51% +731,922 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 3,226,351 $237M 0.71% +11,055 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,126,377 $230M 5.26% +377,999 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,009,938 $221M 1.03% +410,612 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 2,862,133 $210M 9.9% +289,022 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,468,379 $210M 1.02% +42,272 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,852,440 $209M 0.25% +255,979 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,739,306 $201M 0.45% +31,353 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,692,692 $198M 0.23% +333,083 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,662,171 $195M 2.14% +222,831 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,593,332 $190M 3.56% -61,954 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,547,996 $187M 4.97% +113,459 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 2,467,039 $182M 16.01% +310,166 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 2,415,090 $177M 6.81% +666,530 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,407,074 $177M 2.34% +11,107 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,353,787 $172M 8.2% +146,945 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 2,238,880 $164M +36,544 Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,225,187 $163M 2.44% +103,182 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,961,883 $144M 0.15% -151,245 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 1,955,898 $144M 21.62% -39,335 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,945,569 $143M 8.28% +56,014 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,840,209 $135M 1.27% +14,725 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,838,594 $135M 0.17% +20,867 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,837,435 $135M 0.26% +103,716 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,832,708 $135M 6.56% +60,772 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,829,288 $134M 11.49% +46,348 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,807,800 $133M 5.95% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,820,993 $133M 1.87% +24,575 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 1,747,432 $128M 18.07% +155,475 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,662,225 $122M 4.61% +105,738 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,614,048 $118M 4.06% +68,661 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 1,835,517 $113M +330,203 Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,539,023 $113M 2.32% -44,666 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,482,510 $109M -3,870 Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,478,462 $109M 6.61% +47,322 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,478,257 $109M 0.13% +362,572 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,476,811 $108M -54,466 Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,469,469 $108M 0.06% -70,905 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,463,086 $107M 10.89% -28,233 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,443,141 $106M 1.03% +39,284 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,439,709 $106M -47,797 Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,414,467 $104M 9.16% +1,247,235 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,396,781 $103M 3.02% +8,265 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,392,482 $102M 0.11% +119,820 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 1,380,938 $101M 0.7% +1,002,031 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,370,099 $101M 1.91% +53,584 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,369,628 $101M 4.39% +22,998 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,337,489 $98.2M 0.29% +21,204 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,249,034 $91.7M 0.57% +201,851 13F-HR/A Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,248,438 $91.6M 11.24% -46,191 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 1,228,471 $89.9M 0.33% +120,612 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,202,506 $88.3M 13.31% +99,996 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,194,032 $87.7M -31,410 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,171,875 $84M 0.14% +27,044 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,111,698 $81.6M 0.14% -490,145 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,100,000 $80.8M 2.54% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,094,723 $80.4M 10.53% -54,569 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 1,085,432 $79.7M 34.59% +6,175 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,077,430 $79.1M 0.07% +46,428 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 1,063,064 $78M 11.83% +16,492 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,053,832 $77.4M 0.08% +69,038 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,022,639 $75.1M 0.22% +35,680 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 990,343 $72.7M 6.67% +21,733 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 984,185 $72.2M 4.38% +58,407 13F-HR Timeline Group Trust Co More: the full row for Trust Co 980,793 $72M 6.5% +15,551 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 974,687 $71.6M 0.01% +55,381 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 966,497 $71M 0.13% +6,455 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 963,506 $70.7M 6.12% +28,177 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 962,703 $70.7M 2.06% +63,454 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 955,502 $70.1M 8.22% +29,956 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 941,400 $69.1M 18.74% +23,805 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 906,985 $66.6M 0.25% -97,290 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 894,297 $65.7M 0.1% +383,525 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 893,966 $65.6M 3.35% +61,620 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 887,365 $65.1M 5.29% +59,251 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 874,427 $64.2M 2.15% -8,727 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 873,025 $64.1M 6.93% +226,823 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 870,986 $63.9M 3.69% +53,171 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 869,739 $63.8M 3.89% +26,604 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 854,157 $62.7M 7.22% +46,980 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 828,442 $60.8M 0.36% -7,915 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 819,832 $60.2M 2.35% +80,006 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 814,283 $59.8M 20.94% +88,331 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 813,345 $59.7M 1.45% +4,809 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 812,403 $59.6M 9.06% +93,059 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 806,604 $59.2M 9.67% +58,105 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 805,700 $59.1M 10.17% +75,062 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 792,562 $58.2M 3.25% +421,556 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 787,691 $57.8M 7.15% +3,945 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 777,249 $57.1M 0.31% +27,540 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 774,038 $56.8M 26.3% +87,236 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 767,510 $56.3M 0.81% +54,310 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 756,795 $55.6M 13.99% -29,970 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 747,000 $54.8M 2.17% -35,000 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 736,243 $54M 1.04% +285,160 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 728,737 $53.5M 6.74% +98,645 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 714,695 $52.5M 0.44% +47,403 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 714,515 $52.5M 0.41% -23,999 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 709,541 $52.1M 7.44% +30,218 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 702,115 $51.5M 20.37% +10,614 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 691,686 $50.8M 3.68% +18,705 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 676,966 $49.7M 14.04% -39,207 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 676,531 $49.7M 1.83% -83,941 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 671,986 $49.3M 19.45% +41,234 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 660,080 $48.3M 25.35% +70,414 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 656,583 $48.2M 2.69% +75,668 13F-HR Timeline Group Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 656,466 $48.2M 11.84% -31,261 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 641,444 $47.1M 1.23% -30,074 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 639,190 $47.1M 0.02% -647,727 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 638,053 $46.8M <0.01% +180,000 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 636,090 $46.7M 1.84% -154,020 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 627,707 $46.3M 0.59% +89,666 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 627,291 $46M 10.05% -494,302 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 623,847 $45.8M 5.42% -45,147 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 620,482 $45.5M 2.19% +35,354 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 618,710 $45.4M 21.29% -6,265 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 601,332 $44.1M 1.45% +478,184 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 595,336 $43.7M 1.15% -135,069 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 590,568 $43.4M 2.2% -20,366 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 586,671 $43.1M 1.02% +5,188 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 577,490 $42.4M 2.97% +3,786 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 571,537 $42M 3.98% +30,418 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 567,270 $41.6M 5.53% +12,665 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 566,747 $41.6M 6.73% +522,012 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 565,823 $41.5M 16.64% +75,820 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 565,055 $41.5M 1.19% +215,468 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 554,128 $40.7M 7.45% +31,774 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 554,009 $40.5M 5.88% -243,777 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 547,549 $40.2M 2.69% +62,669 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 546,151 $40.1M 0.99% +5,260 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 543,763 $39.9M 12.84% +62,910 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 538,277 $39.5M 5.89% +44,501 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 538,226 $39.5M 6.47% +21,029 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 531,709 $39M 1.41% -2,005 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 530,899 $39M 8.9% +14,455 13F-HR Timeline Index Fund Advisors, Inc. 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