MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 631,755 $55.2M 5.72% +59,855 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 627,366 $54.8M 0.71% +4,770 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 625,873 $54.6M 4.5% +23,387 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 618,895 $54M 0.09% +214,404 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 613,246 $53.5M 3.05% +94,340 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 610,793 $53.3M 0.04% +546,333 13F-HR Timeline Group Brickley Wealth Management More: the full row for Brickley Wealth Management 609,390 $53.2M 9.27% +1,667 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 606,052 $52.9M 0.04% +601,878 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 604,508 $52.8M 4.49% +28,813 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 604,482 $52.8M 4.42% +28,098 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 601,566 $52.5M 11.09% +109,105 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 601,301 $52.5M 0.6% -22,770 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 596,006 $52M 4.66% -9,748 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 580,822 $50.7M 6.08% +6 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 580,344 $50.7M 0.03% +36,007 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 576,204 $50.3M 0.92% +142,591 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 573,446 $50.1M 3.19% +8,316 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 569,456 $49.7M 12.9% -8,942 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 566,670 $49.5M 3.11% -12,677 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 562,232 $49.1M 0.38% +19,465 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 562,082 $49.1M 3.68% +3,356 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 562,056 $49.1M 0.42% +69,627 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 561,976 $49.1M 0.81% -45,813 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 560,074 $48.9M 2.44% -153 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 558,020 $48.7M 6.37% +145,365 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 549,565 $48M 4.29% +105,951 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 544,780 $47.6M 13.91% +44,332 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 540,937 $47.2M 15.83% -30,362 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 600,693 $46.9M 4.29% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 533,004 $46.5M 3.81% +113,383 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 520,384 $46.2M 0.99% +20,864 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 528,789 $46.2M 4.14% -462 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 527,740 $46.1M 4.4% +17,341 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 527,216 $46M 0.09% +228,740 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 516,313 $45.1M 0.69% +61,554 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 501,871 $43.8M 9.2% -840 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 499,139 $43.6M 1.88% -2,429 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 497,974 $43.5M 0.79% +21,178 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 493,012 $43M 4.1% -142,238 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 490,147 $42.8M +23,512 Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 489,758 $42.8M 4.48% +13,627 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 489,383 $42.7M 0.99% -59,133 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 482,295 $42.1M 7.29% +3,281 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 480,071 $41.9M 18.03% +19,847 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 475,483 $41.5M 2.23% -28,750 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 474,223 $41.4M 0.16% -2,880 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 470,985 $41.1M 10.57% +14,450 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 470,332 $41.1M 1.24% +107,653 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 467,498 $40.8M 0.55% -18,308 13F-HR Timeline Chan Zuckerberg Initiative, LLC More: the full row for Chan Zuckerberg Initiative, LLC 464,927 $40.6M 43.35% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 463,118 $40.4M 3.13% +18,284 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 480,486 $40.1M 2.04% +50,148 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 451,744 $39.4M 3.21% -63,830 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 451,430 $39.4M 6.39% +6,713 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 448,722 $39.2M 7.85% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 437,357 $38.9M 0.44% +1,317 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 426,990 $37.3M 4.44% +49,979 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 426,119 $37.2M 0.76% +13,072 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 424,742 $37.1M 0.64% +23,979 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 423,565 $37M 3.85% -36,431 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 409,786 $36.1M 0.8% +92,178 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 411,108 $35.9M 0.61% -13,680 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 407,825 $35.6M 17.63% -16,264 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 404,763 $35.3M 2.06% +41,327 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 404,576 $35.3M 0.17% -15,959 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 404,168 $35.3M 8.22% +4,329 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 403,175 $35.2M 7.06% -6,420 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 399,860 $34.9M 2.14% -57,317 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 395,704 $34.5M 2.02% +29,287 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 393,989 $34.4M 6.67% +110,605 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 389,896 $34M 0.58% -8,287 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 385,438 $33.7M 4.89% +11,448 13F-HR Timeline Shelter Mutual Insurance Co group of 2 filers holding More: the full row for Shelter Mutual Insurance Co 384,837 $33.6M 0 Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 383,581 $33.5M 0.06% +59,935 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 381,822 $33.3M 5.87% +1,352 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 379,853 $33.2M 0.18% +14,227 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 377,894 $33M 1.49% +1,957 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 374,808 $32.7M 8.44% +4,000 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 373,911 $32.6M 0.58% +15,718 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 370,347 $32.3M 0.82% +751 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 369,069 $32.2M 4.37% new 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 367,749 $32.1M 4.71% -6,867 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 365,607 $31.9M 0.02% +245,816 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 360,613 $31.5M 9.4% +8,800 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 360,499 $31.5M 6.78% +6,251 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 356,535 $31.1M 13.22% +2,425 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 356,455 $31.1M 0.47% -1,821 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 355,736 $31.1M 0.26% +3,966 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 353,334 $30.8M 6.05% +10,644 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 353,000 $30.8M 0.89% +12,569 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 346,273 $30.2M 6.97% -6,651 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 343,316 $30M 7.11% +652 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 342,800 $29.9M 8.83% +856 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 340,959 $29.8M 0.33% 0 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 337,597 $29.5M 2.56% +566 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 336,349 $29.4M 3.55% +1,190 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 334,333 $29.3M 0.42% +88,835 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 335,944 $29.3M 0.66% +4,412 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 333,998 $29.2M +95,360 Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 332,641 $29M 3.24% +14,560 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 331,200 $28.9M 0.01% -126,600 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 328,133 $28.6M 1.68% +3,983 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 323,479 $28.2M 6.06% +77,112 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 323,315 $28.2M 12.46% +3,718 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 321,974 $28.1M 5.35% +45,277 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 317,465 $27.7M 20.14% +2,864 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 316,173 $27.6M 3.23% +6,978 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 313,215 $27.3M 0.37% -62,587 13F-HR Timeline RPTC Inc. More: the full row for RPTC Inc. 311,472 $27.2M 4.75% -585 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 308,739 $27M 12.07% +2,885 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 304,784 $26.6M 0.02% +116,718 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 303,686 $26.5M 2.32% +2,931 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 303,325 $26.5M 1.11% +466 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 302,951 $26.5M 3.36% +4,702 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 300,274 $26.2M 1.56% +20,883 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 297,427 $26M 0.88% +2,016 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 296,852 $25.9M 0.2% -92,723 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 296,681 $25.9M 0.85% +12,118 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 296,566 $25.9M 4.78% +4,056 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 294,198 $25.7M 2.17% -721 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 291,385 $25.4M 4.21% +5,955 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 288,796 $25.2M 7.37% -6,484 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 288,479 $25.2M 1.75% +259,254 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 285,978 $25M 4.55% +16,374 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 282,500 $24.7M 6.73% 0 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 275,902 $24.1M 1.65% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 275,414 $24M 3.86% +18,726 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 275,297 $24M 8.04% +1,898 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 275,227 $24M 0.83% +1,329 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 274,059 $23.9M 4.19% -5,993 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 273,717 $23.9M 0.31% +67,537 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 271,812 $23.7M 0.1% +113,233 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 270,735 $23.6M 1.55% +5,241 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 268,430 $23.4M 1.74% +6,936 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 267,727 $23.4M 15.76% -11,485 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 267,056 $23.3M 6% -7,294 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 266,184 $23.2M 8.81% -34,809 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 263,774 $23M 0.23% +13,650 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 263,748 $23M 7.84% +5,911 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 261,812 $22.9M 0.77% +39,562 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 260,725 $22.8M 2.76% +527 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 258,917 $22.6M 15.88% -4,279 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 256,747 $22.4M 4.25% +308 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 254,541 $22.2M 4.42% +14,614 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 254,125 $22.2M 0.25% +39,015 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 253,182 $22.1M 18.45% -629 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 253,029 $22.1M 3.79% -16,595 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 252,335 $22M 1.14% -1,228 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 250,236 $21.8M 0.07% +21,259 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 250,198 $21.8M 2.91% +129,234 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 250,086 $21.8M 0.08% +43,752 13F-HR Timeline Group MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 249,623 $21.8M 10.15% -3,572 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 247,957 $21.6M 0.03% +5,670 13F-HR Timeline Group Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 245,947 $21.5M 4.42% +45,355 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 245,806 $21.5M 0.56% +21,307 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 245,685 $21.5M 1.23% -25,365 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 245,517 $21.4M 0.97% +13,872 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 245,222 $21.4M 5.68% +395 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 243,729 $21.3M 0.51% +13,794 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 240,361 $21M 0.88% -833 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 238,107 $20.8M 4.86% +1,411 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 236,627 $20.7M 0.54% +46,724 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 235,746 $20.6M 0.41% +31,272 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 235,529 $20.6M 0.12% +41,782 13F-HR/A Timeline Group HILLMAN CO More: the full row for HILLMAN CO 234,481 $20.5M 6.32% new 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 234,084 $20.4M 20.19% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 234,019 $20.4M 0.52% -19,468 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 234,006 $20.4M 4.73% -1,014 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 233,764 $20.4M 12.59% +16,464 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 233,683 $20.4M 1.93% -5,359 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 233,220 $20.4M 11.01% -20,490 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 233,167 $20.4M 0.78% +8,100 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 232,378 $20.3M 7.2% -6,398 13F-HR/A Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 232,242 $20.3M 1.01% +420 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 232,007 $20.3M 0.28% +86,580 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 231,596 $20.2M 0.64% +3,545 13F-HR Timeline FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 231,371 $20.2M 7.81% 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 229,235 $20M 7% +4,663 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 229,172 $20M 7.03% +12,270 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 225,522 $19.7M 2.83% +756 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 224,195 $19.6M 1.31% +1,962 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 223,359 $19.5M 1.8% -1,019 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 222,907 $19.5M 4.69% -9,085 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 221,836 $19.4M 2.12% -3,942 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 221,830 $19.4M 0.95% +3,642 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 219,075 $19.1M 4.93% +12,332 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 218,085 $19M 2.04% +12,319 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 216,810 $18.9M 3.17% -6,794 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 215,415 $18.8M 0.38% +11,698 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 683,787 $18.6M 5.23% +73,532 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 208,868 $18.5M 2.25% +22,898 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 211,102 $18.4M 1.14% +6,501 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 210,809 $18.4M 3.74% +7,925 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 209,095 $18.3M 12.71% +12,331 13F-HR/A Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 208,351 $18.2M 6.54% -2,448 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 212,096 $18.1M 0.45% 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 207,467 $18.1M 5.34% -14,572 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 207,355 $18.1M 4.32% -50,784 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 206,042 $18M 0.58% +120,131 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 205,479 $17.9M 4.68% -897 13F-HR Timeline