COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 618,689 $41.6M 0.23% +41,943 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 610,859 $41.1M 0.86% +856 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 610,320 $41M 0.62% -38,732 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 609,677 $41M 0.63% -4,980 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 606,379 $40.8M 3.56% -18,870 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 601,507 $40.4M 3.14% new 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 594,544 $40M 3.44% 0 13F-HR Timeline Group Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 589,161 $39.6M -4,223 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 584,267 $39.3M 0.88% +433,653 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 582,828 $39.2M 3.63% +82,891 13F-HR Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 578,596 $38.9M 4.66% -145,250 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 578,172 $38.9M 0.41% +15,239 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 574,589 $38.6M 0.51% +46,683 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 573,145 $38.5M 0.36% +507,186 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 572,437 $38.5M 2.88% +9,963 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 572,352 $38.5M 0.26% +42,444 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 571,821 $38.4M 4.15% +6,665 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 570,229 $38.3M 2.21% +327,439 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 562,722 $37.8M 2.89% +22,058 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 553,838 $37.2M 1.06% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 552,262 $37.1M 1.55% -709 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 540,117 $36.3M 4.25% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 539,058 $36.2M 2.02% +10,931 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 532,299 $35.8M 1.78% +3,951 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 522,494 $35.1M 0.52% +7,771 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 519,822 $34.9M 1.11% +17,581 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 512,391 $34.4M 9.63% -3,645 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 503,129 $33.8M 1.11% +99,424 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 477,655 $33.5M 4.21% +31,521 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 495,516 $33.3M 1.45% -2,500 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 495,309 $33.3M 3.43% +130,268 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 489,467 $32.9M 0.58% +188,356 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 484,094 $32.5M 5.05% +99,079 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 482,409 $32.4M 0.53% -383,897 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 480,929 $32.3M 1.21% -35,833 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 477,653 $32.1M 0.22% +78,893 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 476,123 $32M 0.97% +3,793 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 474,516 $31.9M 0.36% +139,198 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. 473,410 $31.8M 0.02% -20,573 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 471,067 $31.7M 2.6% +6,835 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 466,313 $31.3M 3.06% -4,725 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 462,630 $31.1M 2.69% +35,886 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 762,282 $31.1M 2.46% +40,870 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 460,682 $31M 1.49% +1,979 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 460,299 $30.9M 4.14% +126,676 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 460,054 $30.9M 4.62% +180,496 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 LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 456,007 $30.7M 1.75% -8,962 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 449,109 $30.2M 0.62% +194,048 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 444,365 $29.9M 15.14% -36,640 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 440,650 $29.6M 3.6% +50 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 440,559 $29.6M 3.76% +81,158 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 438,952 $29.5M +438,952 Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 438,576 $29.5M 1.45% +26,321 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 434,613 $29.2M +24,866 Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 433,872 $29.2M 6.98% +329 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 427,282 $28.7M 0.3% -69,017 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 417,033 $28M 2.61% +28,633 13F-HR Timeline Inherent Management Corp. More: the full row for Inherent Management Corp. 415,605 $27.9M 14.34% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 413,280 $27.8M 2.64% +150,209 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 412,319 $27.7M 0.35% -4,514 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 410,800 $27.6M 0.06% +7,800 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 410,391 $27.6M 2.61% +404,645 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 410,216 $27.6M 0.19% +39,783 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 408,505 $27.5M 0.79% +4,795 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 406,202 $27.3M 5.53% +80,866 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 399,378 $26.8M 3.13% +31,040 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 399,093 $26.8M 3.74% -14,062 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 397,556 $26.7M 3.78% +26,689 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 396,982 $26.7M 2.19% +19,704 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 389,913 $26.2M 0.23% +90,590 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 389,700 $26.2M 0.09% +87,100 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 389,160 $26.2M +51,601 Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 383,953 $25.8M 2.95% +28,190 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 383,528 $25.8M 0.78% +1,587 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 383,130 $25.8M <0.01% +11,699 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 381,556 $25.6M 3.55% +40,206 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 380,128 $25.6M 1.63% +54,922 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 374,416 $25.2M 0.33% +4,643 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 366,500 $24.6M 0.03% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 365,789 $24.6M 0.07% +24,047 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 365,482 $24.6M 0.76% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 364,307 $24.5M 3.04% +84,799 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 363,538 $24.4M 5.42% +183,965 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 362,812 $24.4M 4.21% +8,596 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 361,067 $24.3M 0.24% +79,943 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 360,082 $24.2M 1.33% +27,077 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 360,000 $24.2M 0.51% 0 13F-HR/A Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 359,297 $24.2M 2.72% -3,309 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 327,412 $24.1M 6.7% +66,527 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 357,771 $24M 6.39% +52,190 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 356,231 $23.9M 1.98% +13,113 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 354,728 $23.8M 2.27% +2,671 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 354,538 $23.8M 1.2% +57,063 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 353,452 $23.8M 5.95% +69,511 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 347,626 $23.4M 0.08% +307,277 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 347,229 $23.3M 0.85% +94,020 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 345,824 $23.2M 2.61% +5,689 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 341,741 $23M +77,324 Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 340,510 $22.9M 2.24% +55,536 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 339,838 $22.8M 1.35% +46,704 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 338,484 $22.8M 0.42% +3,682 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 335,953 $22.6M 1% -4,785 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 334,265 $22.5M 0.55% +22,940 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 331,668 $22.3M 5.52% -25,119 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 313,687 $22.2M +209,277 Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 328,977 $22.1M 1.24% -103,827 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 328,496 $22.1M 0.28% +57,346 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 296,444 $22.1M 0.39% -20,111 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 304,636 $22.1M 4.9% -394 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 327,564 $22M 2.66% 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 327,080 $22M 3.79% +92,134 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 326,835 $22M 0.02% +6,527 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 325,427 $21.9M 3.3% +17,810 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 324,000 $21.8M 0.6% -142,900 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 323,823 $21.8M 1.23% +1,261 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 322,492 $21.7M 5.59% +2,160 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 322,201 $21.7M 5.07% +12,315 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 321,686 $21.6M 2.13% +14,600 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 321,174 $21.6M 0.1% 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 320,235 $21.5M 0.47% -13,976 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 319,935 $21.5M 0.35% +180,106 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 318,231 $21.4M 5.49% +10,330 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 317,599 $21.3M 1.56% +9,010 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 316,691 $21.3M 3.36% -4,209 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 0.07% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 312,040 $21M 0.17% +33,000 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 309,301 $20.8M 0.27% +9,815 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 308,861 $20.8M 1.82% -6,385 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 308,580 $20.7M 0.68% +4,308 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 308,159 $20.7M 5.65% +8,776 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 306,816 $20.6M 2.27% +25,197 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 305,398 $20.5M 6.58% -2,227 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 303,994 $20.4M 0.35% +92,862 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 303,871 $20.4M 1.01% -1,086 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 303,636 $20.4M -28,218 Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 294,989 $19.8M 2.54% +7,542 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 291,988 $19.6M 6.52% 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 291,879 $19.6M 0.07% +101,620 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 291,128 $19.6M 0.5% -14,076 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 289,775 $19.5M 4.73% +94,255 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 289,171 $19.4M 3.19% +54,171 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 284,317 $19.2M 1% -13,807 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 284,235 $19.1M 0.35% +77,980 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 283,426 $19.1M 0.43% +38,620 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 281,935 $19M 1.82% +70,749 13F-HR/A Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 281,364 $18.9M 0.14% 13F-HR/A Timeline Group Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 281,328 $18.9M 2.61% -3,399 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 280,793 $18.9M 0.21% +2,582 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 278,150 $18.7M 9.05% -5,821 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 277,659 $18.7M 0.23% -19,348 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 277,366 $18.6M 0.9% +103,871 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 275,996 $18.6M 0.26% +32,286 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 275,170 $18.5M 0.07% -708 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 275,113 $18.5M 0.36% +108,499 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 274,102 $18.4M 1.33% -24,103 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 273,820 $18.4M 1.1% +89,654 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 272,396 $18.3M 1.11% +3,772 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 271,827 $18.3M 0.59% +8,248 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 271,127 $18.2M 0.33% +14,989 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 270,892 $18.2M +260,077 Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 266,752 $17.9M 3.75% -25,658 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 266,009 $17.9M 1.18% -2,653 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 250,269 $17.7M 3.6% +81,391 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 263,178 $17.7M 0.59% +7,540 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 261,714 $17.6M 2.15% +13,202 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 260,393 $17.5M 1.47% +8,106 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 259,499 $17.4M 1.41% -6,662 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 258,722 $17.4M 1.72% +9,256 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 258,360 $17.4M 5.24% +29,137 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 256,526 $17.2M 1.03% -68,184 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 251,649 $16.9M 0.29% +108,459 13F-HR/A Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 251,171 $16.9M 1.81% -2,189 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 250,382 $16.8M 2.34% +4,761 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 248,828 $16.7M 0.25% -11,624 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 247,743 $16.7M 0.98% -50,450 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 245,277 $16.5M 1.22% +129,556 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 244,633 $16.4M 0.57% -1,266 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 228,349 $16.4M 4.02% +621 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 244,429 $16.4M 1.83% +22,816 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 244,123 $16.4M 0.42% +8,892 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 243,421 $16.4M 1.66% -12,590 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 240,587 $16.2M 0.59% +108,783 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 240,185 $16.1M 4.49% +6,962 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 237,898 $16M 1.07% +268 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 210,816 $15.9M 3.63% +91,522 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 237,012 $15.9M 1.73% +46,044 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 236,605 $15.9M 3.51% -3,517 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 236,519 $15.9M 0.35% -757,316 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 235,511 $15.8M 2.83% +270 13F-HR Timeline EQ LLC More: the full row for EQ LLC 234,973 $15.8M 4.55% -13,150 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 234,766 $15.8M 4.84% +1,795 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 234,074 $15.7M 2.11% +10,495 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 232,613 $15.6M 0.24% -5,949 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 229,156 $15.4M 1.67% +3,515 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 228,696 $15.4M 1.84% -12,526 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 228,541 $15.4M 2.89% +10,294 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 226,151 $15.2M 4.39% -1,451 13F-HR Timeline Shelter Mutual Insurance Co group of 2 filers holding More: the full row for Shelter Mutual Insurance Co 226,016 $15.2M 0 Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 225,538 $15.2M 1.45% +47,939 13F-HR Timeline