JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 125,870,361 $9.27B 0.64% +22,636,769 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 122,402,361 $9.01B 6.57% +3,485,369 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 114,896,140 $8.46B 7.23% +6,332,554 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 106,500,742 $7.84B 0.51% -20,779,986 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 67,194,503 $4.95B 0.08% +4,407,252 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 25,247,145 $1.86B 0.41% +553,706 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 22,381,464 $1.65B +450,148 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19,864,987 $1.46B 7.02% +350,000 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 18,226,391 $1.34B 0.11% -148,193 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 16,286,869 $1.2B 0.4% +525,788 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 15,579,083 $1.15B 1.33% +4,971,692 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,412,267 $1.06B 0.17% +1,290,402 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 13,131,333 $967M 0.86% +396,767 13F-HR Timeline Group Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 9,586,316 $706M 23.45% +93,557 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 $653M 1.46% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,288,471 $610M 0.01% +271,893 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 7,757,324 $571M 0.02% +759,261 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 6,985,273 $514M 22.78% +251,114 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,753,466 $497M 8.75% +374,090 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,498,596 $478M 0.16% +150,224 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,039,099 $445M 3.2% +883,060 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,035,784 $444M 0.75% +119,763 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,757,057 $424M 0.09% +20,640 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,422,561 $398M 0.1% -1,343,787 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,437,226 $398M 9.04% +495,175 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 5,178,536 $381M 0.07% -195,136 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,776,906 $352M 0.07% +210,019 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,160,401 $306M 0.72% +2,060,045 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,845,647 $282M 0.21% +499,193 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,762,705 $277M 0.35% +25,703 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,679,410 $271M 0.07% +313,702 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,786,283 $270M 0.36% +427,952 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,482,215 $256M 0.17% +60,653 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,467,056 $255M 0.88% +71,125 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,109,636 $229M 3.31% +1,687,552 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 3,035,822 $224M 0.8% +279,046 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,991,381 $220M 3.7% -4,454 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 2,763,188 $203M -65,180 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,704,304 $199M 0.29% +1,249,619 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,531,249 $186M 4.17% +73,091 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,470,057 $182M 0.47% +170,421 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,402,280 $177M 0.54% -373,959 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,346,252 $173M 3.37% -23,095 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,150,144 $158M 8.7% +54,410 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,126,717 $157M 5.36% +25,353 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,117,164 $156M 0.45% +356,415 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 2,102,885 $155M 8.78% +59,681 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,124,677 $154M 0.2% -131,473 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,031,788 $150M 19.91% +3,838 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,971,352 $145M 4.17% +110,540 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 1,865,460 $137M 20.25% +10,067 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,858,642 $137M 0.18% +158,347 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,854,836 $137M 0.29% +146,769 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,831,010 $135M 8.69% +90,436 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,809,316 $133M 13.39% +75,881 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,749,442 $129M 0.23% -275,023 13F-HR/A Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,693,913 $125M 7.23% +7,258 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,657,402 $122M 2.69% +243,520 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,641,785 $121M 8.37% +33,676 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,637,262 $121M 0.22% -46,073 13F-HR Timeline Group Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 1,608,100 $118M 40.56% 0 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 1,595,692 $117M 20.87% +48,800 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,588,404 $116M 11.83% +50,347 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,570,686 $116M 0.17% -121 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,551,130 $114M +94,928 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,522,519 $112M 0.29% +542,600 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,534,506 $112M 3.03% +34,670 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,508,973 $111M 4.75% +37,215 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,502,328 $111M 5.92% -64,948 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,513,380 $111M 0.18% +11,644 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,479,230 $109M 1.52% +526,253 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,466,307 $108M 2.6% -819,487 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,458,694 $107M 6.4% +54,559 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,394,825 $103M 2.7% +20,224 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,349,390 $99.4M 0.56% -87,608 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,285,949 $94.7M 0.99% +42,467 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,274,541 $93.8M 1.25% -109,989 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 1,262,853 $93M 16.84% -57,708 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,251,436 $92.1M 3.71% +391,079 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,231,360 $90.7M 4.96% +57,245 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,207,134 $88.9M 0.51% -43,575 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 1,205,677 $88.8M 4.18% -7,783 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,203,050 $88.6M 0.35% -11,008 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,195,058 $88M 6.66% -592,106 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,188,284 $87.5M 6.79% +35,123 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,186,794 $87.4M +46,263 Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,176,683 $86.6M 2.47% +27,156 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,120,751 $82.5M 0.19% +584,376 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,085,928 $80M 0.8% +128,694 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,079,779 $79.5M 12% -49,844 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,051,702 $77.4M 0.3% -54,616 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,047,677 $77.1M 0.4% +46,273 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,032,403 $76M 7.53% -41,618 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 1,015,613 $74.8M 35.78% +5,460 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 984,103 $72.5M 0.7% +941,998 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 978,037 $72M 1.69% -2,121,947 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 952,958 $70.2M 14.03% +5,783 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 950,274 $70M 3.42% +148,932 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 936,083 $68.9M 0.14% +19,438 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 910,873 $67.1M 0.75% +13,505 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 900,028 $66.3M 12.22% +34,570 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 895,326 $65.9M 2.91% -68,948 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 867,313 $63.2M 11.59% -144,132 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 854,729 $62.9M 11.34% +129,054 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 842,377 $62M 16.66% +118,462 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 837,820 $61.7M 20.03% +18,962 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 836,099 $61.6M 8.54% -17,299 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 832,511 $61.3M 0.55% +215,543 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 827,589 $60.9M 10.6% -41,426 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 811,765 $59.8M 6.35% +27,046 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 804,818 $59.3M 8.66% +23,116 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 791,680 $58.3M 6.25% +3,800 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 782,810 $57.6M 0.02% -48,451 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 771,306 $56.8M 4.64% +32,681 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 769,282 $56.6M 1.65% +28,919 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 768,404 $56.6M 21.06% +16,967 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 764,706 $56.3M 8.91% -43,660 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 749,143 $55.2M 17.36% -2,531 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 736,569 $54.2M 7.33% -47,584 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 720,347 $53M 2.58% -2,198 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 720,000 $53M 1.94% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 719,243 $53M 5.98% +20,199 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 710,463 $52.3M 9.58% -11,072 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 693,558 $51.1M 4.01% +92,437 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 679,727 $50M 0.41% +91,087 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 650,851 $47.9M 6.13% -18,064 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 649,370 $47.8M 9.49% +37,767 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 648,141 $47.7M 9.98% -16,851 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 633,811 $46.7M 20.01% +44,472 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 624,891 $46M 5.66% +122,399 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 623,297 $45.9M 0.06% +26,374 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 624,763 $45.9M 0.57% +65,049 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 606,641 $44.7M 0.03% -44,321 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 601,788 $44.3M 0.04% +79,856 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 588,859 $43.4M 2% +13,771 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 586,553 $43.2M 8.45% +35,550 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 580,607 $42.8M 0.86% -234,653 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 580,579 $42.7M 21.52% -19,376 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 577,150 $42.5M 2.47% +4,396 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 566,241 $41.7M 0.46% -21,301 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 561,691 $41.4M 20.04% +16,086 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 553,218 $40.7M 1.9% -122,179 13F-HR/A Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 550,751 $40.6M 9.68% -15,663 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 537,186 $39.6M 5.6% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 530,152 $39M 1.24% +26,872 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 528,194 $38.9M 24.13% +19,000 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 519,000 $38.2M 3.02% 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 517,396 $38.1M 8.24% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 514,514 $37.9M 1.43% +96,958 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 514,187 $37.9M 2.94% +29,642 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 513,721 $37.8M 4.92% -35,488 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 504,423 $37.1M 3.51% +8,687 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 498,565 $36.7M 8.16% +6,391 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 496,138 $36.5M 0.26% +17,555 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 487,087 $35.9M 1.11% -25,621 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 486,791 $35.8M 2.69% +1,634 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 481,781 $35.5M 9.59% +30,938 13F-HR Timeline Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 475,898 $35M 32.11% +11,652 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 472,407 $34.8M 3.91% -52,012 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 473,669 $34.6M 0.27% -38,593 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 468,439 $34.5M 0.06% +20,982 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 465,371 $34.3M <0.01% -7,196 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 461,930 $34M 4.95% -61,292 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 461,911 $34M 1.45% +24,919 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 461,154 $34M 6.07% -460,432 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 452,247 $33.3M +48,080 Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 450,175 $33.1M 1.15% -34,675 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 447,232 $32.9M 3.09% -4,074 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 446,128 $32.8M 0.39% +1,303 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 445,692 $32.8M 1.84% +708 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 439,404 $32.4M 0.02% +92,522 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 437,003 $32.2M 0.82% +4,926 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 436,058 $32.1M 1.54% +1,363 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 433,901 $31.8M 0.72% -482,292 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 426,871 $31.4M 11.86% +20,323 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 421,403 $31M +61,155 Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 413,539 $30.4M 2.95% +7,754 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 413,225 $30.4M 0.07% +3,080 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 411,624 $30.3M 3.76% +19,356 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 400,700 $29.5M 1.78% new 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 399,281 $29.4M 2.19% +6,477 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 397,248 $29.2M 0.37% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 395,406 $29.1M 3.72% +3,468 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 394,671 $28.8M 5.57% -13,103 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 391,617 $28.8M 0.64% +208,884 13F-HR/A Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 391,417 $28.8M 8.47% -4,492 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 389,421 $28.7M 9.16% 0 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 384,486 $28.3M 14.6% +13,230 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 383,597 $28.2M 2.65% +2,614 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 382,350 $28.2M 3.47% 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 377,840 $27.8M 16.18% +14,819 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 376,659 $27.7M 5.66% -12,641 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 374,914 $27.6M 0.15% +35,455 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 374,627 $27.6M 7.9% -8,508 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 370,529 $27.3M 7.9% +133,769 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 370,384 $27.3M 0.3% -7,730 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 356,840 $26.3M 7.38% +31,552 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 354,209 $26.1M 0.16% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 352,611 $26M 0.84% -11,970 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 350,471 $25.8M 0.48% -23,608 13F-HR Timeline Group