CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 594,544 $39.2M 2.59% 0 13F-HR Timeline Group Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 593,384 $39.1M 21.26% +110,950 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 576,746 $38M 0.21% +14,182 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 567,504 $37.4M 0.68% +42,832 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 565,156 $37.3M 4.37% -6,543 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 562,933 $37.1M 0.4% -14,221 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 562,474 $37.1M 2.85% -152,675 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 560,844 $37M 6.52% +81,384 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 556,239 $36.7M 0.02% +11,399 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 552,971 $36.5M 1.57% -3,423 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 540,664 $35.6M 2.82% +12,036 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 529,908 $34.9M 0.26% +61,581 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 528,348 $34.8M 1.87% +66,994 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 528,127 $34.8M 2.1% -3,347 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 527,906 $34.8M 0.46% -1,488 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 516,762 $34.1M 1.28% +55,952 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 516,036 $34M 9.57% -6,514 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 514,723 $33.9M 0.54% +5,472 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 502,241 $33.1M 1.08% +9,919 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 499,937 $33M 3.14% +178,021 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 498,016 $32.8M 1.48% +942 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 496,299 $32.7M 0.34% -3,335 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 493,983 $32.6M 0.02% -34,000 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 481,005 $31.7M 17.15% -533,220 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 479,511 $31.6M 1.83% +48,519 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 476,359 $31.4M 3.22% +206,841 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 472,330 $31.1M 0.98% -12,702 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 471,038 $31.1M 3.1% -11,862 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 537,923 $30.9M 2.83% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 466,900 $30.8M 0.96% +357,100 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 464,969 $30.7M 1.8% +53,629 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 464,232 $30.6M 2.61% -55,222 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 460,000 $30.3M 1.32% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 458,703 $30.2M 1.53% +22,271 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 721,412 $29.9M 2.75% +70,405 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 446,134 $29.4M 3.92% +68,376 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 440,600 $29M 3.5% +91,400 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 433,543 $28.6M 7.42% +14,340 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 432,804 $28.5M 1.5% +6,484 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 426,744 $28.2M 3.26% +53,681 13F-HR/A Timeline Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 417,700 $27.5M 7.07% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 416,833 $27.5M 0.35% +4,983 13F-HR Timeline Inherent Management Corp. More: the full row for Inherent Management Corp. 415,605 $27.4M 15.71% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 415,407 $27.4M 2.41% -13,768 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 413,155 $27.2M 3.78% +24,883 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 412,255 $27.2M 1.4% +17,526 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 410,442 $27.1M 2.11% +6,451 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 409,747 $27M +29,237 Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 403,710 $26.6M 0.78% -2,509 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 403,705 $26.6M 0.89% +27,426 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 403,000 $26.6M 0.06% -138,700 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 398,760 $26.3M 0.19% -15,414 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 388,400 $25.6M 2.53% +17,428 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 385,015 $25.4M 4.28% +43,721 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 381,941 $25.2M 0.82% -16,795 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 377,278 $24.9M 2.12% -7,518 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 373,366 $24.6M 3.01% +6,914 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 371,431 $24.5M <0.01% +22,076 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 370,867 $24.4M 3.71% +337,672 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 370,433 $24.4M 0.21% +145,540 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 369,773 $24.4M 0.36% +10,307 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 368,338 $24.3M 2.89% +130,235 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 365,482 $24.1M 1.13% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 365,041 $24.1M 2.5% -1,529 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 362,606 $23.9M 2.8% +9,709 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 360,000 $23.7M 0.61% 0 13F-HR/A Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 359,401 $23.7M 3.04% +32,303 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 356,787 $23.5M 5.83% -605 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 354,216 $23.5M 4.27% +4,681 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 355,763 $23.5M 2.85% -28,702 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 352,057 $23.2M 2.22% +6,264 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 341,350 $22.8M 3.5% +171,899 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 343,118 $22.6M 1.91% +227,169 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 341,742 $22.5M 0.06% +38,133 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 340,738 $22.5M 1% -6,477 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 340,135 $22.4M 2.36% +27,459 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 337,559 $22.3M +25,015 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 335,318 $22.1M 0.38% +24,895 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 334,802 $22.1M 0.4% +3,160 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 334,211 $22M 0.5% -8,720 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 333,623 $22M 3.02% +6,129 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 333,005 $22M 1.28% +19,272 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 331,854 $21.9M +94,962 Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 325,336 $21.4M 4.42% +26,688 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 325,206 $21.4M 1.42% +56,480 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 324,710 $21.4M 1.24% -75,057 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 323,684 $21.3M 0.08% 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 322,562 $21.3M 1.24% +23,224 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 321,988 $21.2M 0.16% -28,790 13F-HR Timeline Group Towercrest Capital Management More: the full row for Towercrest Capital Management 320,900 $21.2M 3.39% +21,668 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 320,332 $21.1M 5.61% -455 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 320,308 $21.1M 0.02% 0 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 308,589 $21M 1.56% -11,740 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 316,555 $20.9M 0.43% -8,219 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 315,246 $20.8M 1.85% -3,394 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 311,325 $20.5M 0.53% +109,955 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 309,886 $20.4M 5.11% -4,920 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 307,901 $20.3M 5.29% +8,871 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 307,625 $20.3M 6.56% -1,751 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 307,617 $20.3M 3.1% -172 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 307,086 $20.2M 2.06% -7 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 305,581 $20.1M 5.58% -74,334 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 305,204 $20.1M 0.51% +41,265 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 305,030 $20.1M 4.77% -141 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 304,957 $20.1M 1% -100 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 304,272 $20.1M 0.66% +3,499 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 302,600 $19.9M 0.07% +56,120 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 301,111 $19.8M 0.44% +2,111 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 299,486 $19.7M 0.27% +1,127 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 299,383 $19.7M 5.29% +8,813 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 299,323 $19.7M 0.17% -199,273 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 298,124 $19.7M 1.08% -3,622 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 298,205 $19.7M 1.46% +63,104 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 298,193 $19.7M 1.06% -29,377 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 297,475 $19.6M 1.08% +75,620 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 297,007 $19.6M 0.25% +8,030 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 293,134 $19.3M 0.84% +34,002 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 292,917 $19.3M 1.43% +257,917 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 292,410 $19.3M 4.16% +65,599 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 287,447 $18.9M 2.41% +30,213 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 278,211 $18.9M 0.27% +37,330 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 284,974 $18.8M 1.93% +44,510 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 284,727 $18.8M 2.58% +40,651 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 283,971 $18.7M 9.27% -53,348 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 283,941 $18.7M 4.85% +270,730 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 281,619 $18.6M 2.11% +14,166 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 281,124 $18.5M 0.19% -35,090 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 279,558 $18.4M 2.93% +45,356 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 279,508 $18.4M 2.15% -2,068 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 279,040 $18.4M 0.18% +56,441 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 275,878 $18.2M 0.08% -3,176 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 273,893 $18.1M 0.09% -3,075 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 271,150 $17.9M 0.23% +57,932 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 269,693 $17.8M 2.61% -7,278 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 268,662 $17.7M 1.19% +4,948 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 268,624 $17.7M 1.13% +2,831 13F-HR/A Timeline SWMG, LLC More: the full row for SWMG, LLC 260,885 $17.6M 5.33% +55,028 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 266,161 $17.5M 1.44% -2,023 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 264,417 $17.4M +59,553 Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 263,579 $17.4M 0.64% -174,046 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 263,071 $17.3M 2.24% +81,800 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 260,452 $17.2M 0.26% +7,309 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 259,235 $17.1M 1.3% -218,722 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 256,138 $16.9M 0.34% +9,093 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 256,011 $16.9M 1.93% -5,082 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 255,638 $16.9M 0.57% -14,049 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 255,061 $16.8M 0.39% +189,078 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 253,360 $16.7M 1.86% +6,389 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 253,209 $16.7M 0.79% +40,253 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 249,466 $16.7M 1.72% +14,692 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 252,287 $16.6M 1.42% +8,834 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 248,512 $16.4M 2.06% +4,106 13F-HR Timeline EQ LLC More: the full row for EQ LLC 248,123 $16.4M 5.55% -60,280 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 247,780 $16.3M 0.84% new 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 246,389 $16.2M 1.88% -5,420 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 246,387 $16.2M 0.29% +2,499 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 245,899 $16.2M 0.55% -4,865 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 245,621 $16.2M 2.3% -40,946 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 245,149 $16.2M 1.29% -9,964 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 244,806 $16.1M 0.42% +36,987 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 243,710 $16.1M 0.24% +38,434 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 242,981 $16M 0.18% +17,459 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 242,790 $16M 1.32% +130,766 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 241,725 $15.9M 0.02% +63,345 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 241,222 $15.9M 1.98% +9,287 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 240,122 $15.8M 3.6% -622 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 238,562 $15.7M 0.25% -764 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 237,630 $15.7M 1.06% +12,453 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 237,412 $15.7M 2.19% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 233,223 $15.5M 4.34% +14,360 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 235,241 $15.5M 2.86% +1,486 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 235,231 $15.5M 0.41% -2,716 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 227,728 $15.5M 4.04% -1,315 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 235,000 $15.5M 2.82% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 234,946 $15.5M 2.79% +27,703 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 232,971 $15.4M 4.85% +7,844 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 229,223 $15.1M 4.68% +6,553 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 227,602 $15M 4.39% -5,313 13F-HR Timeline Shelter Mutual Insurance Co group of 2 filers holding More: the full row for Shelter Mutual Insurance Co 226,016 $14.9M 0 Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 225,641 $14.9M 1.67% +172 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 225,265 $14.8M 0.34% -22,154 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 224,591 $14.8M 1.01% +110,958 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 223,733 $14.7M 4.62% +2,297 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 223,579 $14.7M 2.09% +41,673 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 222,800 $14.7M 0.02% -77,350 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 221,613 $14.6M 1.76% +12,398 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 220,650 $14.5M 3.39% -1,906 13F-HR Timeline Financial Engines Advisors L.L.C. 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More: the full row for McGlone Suttner Wealth Management, Inc. 214,698 $14.2M 1.98% +1,130 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 211,186 $13.9M 3.03% +7,981 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 211,132 $13.9M 0.26% +102,778 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 209,328 $13.8M 0.01% +133,978 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 208,743 $13.8M 0.06% +7,502 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 208,546 $13.7M 0.02% -4,752,654 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 201,320 $13.7M 4.12% +11,916 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 207,119 $13.7M 1.75% +7,106 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 206,255 $13.6M 0.27% +2,390 13F-HR Timeline