JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 131,346,514 $9.77B 0.62% +5,476,153 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 126,617,235 $9.42B 6.28% +4,214,874 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 124,942,968 $9.29B 7.1% +10,046,828 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 108,641,970 $8.08B 0.49% +2,141,228 13F-HR/A Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 71,913,770 $5.35B 0.08% +4,719,267 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 26,117,435 $1.94B 0.4% +870,290 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,028,124 $1.71B +646,660 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 22,912,695 $1.7B 0.13% +4,686,304 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 20,631,003 $1.53B 6.79% +766,016 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 17,615,073 $1.31B 0.38% +1,328,204 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 16,881,213 $1.26B 1.35% +1,302,130 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,237,899 $1.06B 0.15% -174,368 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 13,592,084 $1.01B 0.83% +460,751 13F-HR Timeline Group Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 9,743,224 $726M 24.97% +156,908 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 $659M 1.52% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,195,212 $609M 0.01% -93,259 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 7,612,144 $566M 22.17% +626,871 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,407,018 $551M 0.64% +1,371,234 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,276,843 $541M 8.62% +523,377 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,881,491 $512M 3.11% +842,392 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,869,884 $511M 0.16% +371,288 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,072,462 $452M 0.09% +315,405 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,730,494 $426M 8.82% +293,268 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,481,531 $407M 0.09% +58,970 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,196,660 $386M 0.07% +419,754 13F-HR Timeline Group 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 5,139,936 $382M 0.07% -38,600 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,522,669 $336M 0.72% +362,268 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,395,506 $327M 0.01% -3,361,818 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,990,437 $297M 0.34% +227,732 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,808,996 $283M 0.95% +341,940 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. 3,611,562 $269M 0.16% +129,347 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,552,792 $264M 0.07% -126,618 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,384,749 $252M 3.77% +393,368 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,376,293 $251M 0.17% -469,354 13F-HR Timeline Group Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 3,017,338 $224M 0.75% -18,484 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 2,951,726 $219M +188,538 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,798,384 $208M 0.33% -987,899 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,731,659 $203M 0.28% +27,355 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,603,192 $194M 3.98% +71,943 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,517,023 $187M 0.5% +399,859 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,505,957 $186M 0.45% +35,900 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,389,764 $178M 0.49% -12,516 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,384,559 $177M 3.11% +38,307 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,265,590 $168M 4.56% +294,238 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,214,825 $165M 5.17% +88,108 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,233,448 $164M 8.36% +83,304 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,170,312 $161M 0.23% +420,870 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 2,151,095 $160M 8.5% +48,210 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,936,795 $144M 18.04% -94,993 13F-HR Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,935,848 $144M 13.89% +126,532 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 1,925,928 $143M 22.05% +60,468 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,913,268 $142M 8.22% +82,258 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 1,888,600 $140M 5.79% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,842,394 $137M 1.79% +363,164 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,836,898 $137M 0.27% -17,938 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,732,219 $129M 2.5% +74,817 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,725,971 $128M 6.96% +32,058 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,705,220 $127M 8.27% +63,435 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 1,686,692 $125M 20.58% +91,000 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,668,530 $124M 0.29% +146,011 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,668,262 $124M 0.16% -190,380 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,641,680 $122M 11.74% +53,276 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,637,579 $122M 2.32% -1,472,057 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,607,276 $121M 2.68% +72,770 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,612,166 $120M +61,036 Timeline Diana Davis Spencer Foundation More: the full row for Diana Davis Spencer Foundation 1,608,100 $120M 40.24% 0 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 1,600,234 $119M 19.61% +337,381 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,600,059 $119M 0.15% +29,373 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,576,373 $117M 5.89% +74,045 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,554,910 $116M 4.69% +45,937 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,507,023 $112M 6.32% +48,329 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,491,677 $111M 2.53% +25,370 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,426,860 $106M 2.59% +32,035 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,421,991 $106M 0.16% -91,389 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,402,298 $104M 4.74% +196,621 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,395,112 $104M 0.12% -729,565 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,351,676 $101M 0.53% +2,286 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,350,877 $100M 0.85% +64,928 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,329,810 $98.9M 3.6% +78,374 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,308,764 $97.3M +887,361 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,305,623 $97.1M 0.37% +102,573 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,285,890 $95.6M 1.2% +11,349 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,279,004 $95.1M +92,210 Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,264,680 $94.1M 6.81% +76,396 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,258,068 $93.6M 4.64% +26,708 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,214,759 $90.3M 0.5% +7,625 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,213,221 $90.2M 6.36% +18,163 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,208,633 $89.9M 2.15% +31,950 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,206,480 $89.7M 3.87% +256,206 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,132,031 $84.2M 0.06% +525,390 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,127,523 $83.9M 0.75% +41,595 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,106,901 $82.3M 0.14% -13,850 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,077,673 $80.1M 11.35% -2,106 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,036,609 $77.1M 0.71% +125,736 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,032,644 $76.8M 0.15% +96,561 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,022,107 $76M 0.35% -25,570 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,020,615 $75.9M 7.55% -11,788 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 1,019,289 $75.8M 34.78% +3,676 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 1,019,090 $75.8M 18.62% +176,713 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,013,920 $75.4M 7.13% +202,155 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,012,321 $75.3M 13.03% +145,008 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 972,353 $72.3M 0.27% -79,349 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 965,626 $71.8M 12.41% +65,598 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 962,728 $71.6M 12.86% +9,770 13F-HR Timeline Trust Co More: the full row for Trust Co 928,922 $69.1M 7.07% +209,679 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 892,651 $66.4M 2.77% -2,675 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 887,904 $66M 11.1% +33,175 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 880,168 $65.5M 19.61% +42,348 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 838,255 $62.3M 0.1% -799,007 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 827,262 $61.5M 8.46% +22,444 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 821,602 $61.1M 4.21% +50,296 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 818,200 $60.8M 6.01% +26,520 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 807,414 $60M 9.93% -20,175 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 778,424 $57.9M 7.44% +41,855 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 769,049 $57.2M 8.54% +4,343 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 764,886 $56.9M 1.61% -4,396 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 763,229 $56.8M 19.54% -5,175 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 761,778 $56.7M 3.92% +68,220 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 756,648 $56.3M 16.66% +7,505 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 756,093 $56.2M 2.28% +202,875 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 754,657 $56.1M 0.85% +174,050 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 741,972 $55.2M 0.02% -40,838 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 738,811 $54.9M 21.5% +105,000 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 720,000 $53.5M 1.97% 0 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 710,195 $52.6M 0.39% +85,432 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 696,668 $51.8M 9.56% +47,298 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 694,733 $51.7M 10.1% +46,592 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 676,706 $50.3M 2.33% -43,641 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 665,745 $49.5M 0.36% -13,982 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 665,169 $49.5M 5.95% +14,318 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 662,843 $49.3M 1.6% +148,329 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 661,100 $49.2M 0.65% new 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 656,897 $48.9M 8.16% -53,566 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 656,393 $48.8M 0.04% +54,605 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 654,969 $48.7M 5.3% +30,078 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 631,836 $47M 1.91% +42,977 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 631,003 $46.9M 0.03% +191,599 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 629,074 $46.8M 0.86% +237,457 13F-HR/A Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 615,480 $45.8M 5.83% -220,619 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 607,303 $45.2M 0.93% -370,734 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 603,580 $44.9M 21.41% +23,001 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 602,845 $44.8M 7.51% +16,292 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 596,292 $44.3M 0.05% -27,005 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 24,091 $43.9M 25.05% -504,103 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 587,724 $43.7M 2.39% +10,574 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 585,264 $43.5M 19.69% +23,573 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 584,073 $43.4M 0.35% -248,438 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 576,530 $42.9M 4.09% +39,344 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 550,828 $41M 1.82% +114,770 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 544,740 $40.5M 1.24% +14,588 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 540,637 $40.2M 0.41% +170,253 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 532,291 $39.6M 0.43% -33,950 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 523,326 $38.9M 2.88% +9,139 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 519,000 $38.6M 3.52% 0 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 517,396 $38.5M 7.77% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 513,040 $38.2M 6.34% +270,647 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 512,846 $38M 0.24% +39,177 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 509,286 $37.9M 9.58% +27,505 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 505,906 $37.6M 3.39% +1,483 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 502,981 $37.4M 0.24% +6,843 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 501,916 $37.3M 1.18% +149,305 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 501,713 $37.3M 1.08% +14,626 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 501,556 $37.3M 7.83% +2,991 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 485,794 $36.1M 1.38% +23,883 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 483,564 $36M 3.74% +11,157 13F-HR Timeline Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 479,977 $35.7M 31.14% +4,079 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 479,802 $35.7M 2.42% -6,989 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 475,849 $35.4M 4.18% -37,872 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 474,439 $35.3M 0.8% +37,436 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 474,011 $35.3M 4.78% +12,081 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 474,007 $35.3M 1.71% +28,315 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 470,476 $35M 1.13% +20,301 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 464,746 $34.6M +12,499 Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 464,682 $34.6M 12.02% +37,811 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 451,957 $33.6M 2.28% +52,676 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 451,490 $33.6M 2.79% +4,258 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 449,654 $33.4M 5.62% -11,500 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 449,260 $33.4M 2.98% +35,721 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 442,039 $32.9M 0.16% +67,125 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 378,115 $32.3M 20.05% +231,319 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 430,557 $32M 2.79% +145,284 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 425,997 $31.7M 0.4% -20,131 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 416,423 $31M 8.5% +78,520 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 415,422 $30.9M 3.52% +3,798 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 412,430 $30.7M 7.91% +21,013 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 409,877 $30.5M 16.04% +32,037 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 409,643 $30.5M 0.06% -3,582 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 400,700 $29.8M 1.72% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 400,204 $29.8M 10.26% -150,547 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 400,141 $29.8M 2.61% +16,544 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 398,929 $29.7M 14.24% +14,443 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 392,152 $29.2M 0.48% +41,681 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 389,630 $29M 1.65% +339,847 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 389,350 $29M 3.31% +7,000 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 386,713 $28.8M 7.4% +12,086 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 384,148 $28.6M 8.53% +48,680 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 380,269 $28.3M 5.46% +3,610 13F-HR/A Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 378,997 $28.3M 20.09% +29,745 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 373,365 $27.8M 47.07% new 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 373,340 $27.8M 7.01% +16,500 13F-HR Timeline