MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 692,123 $48.3M 5.57% +113,527 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 668,100 $46.6M 8.55% +7,953 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 664,819 $46.4M 2.33% +132,520 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 658,410 $45.9M 1.09% +74,143 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 656,127 $45.8M 3.47% +16,790 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 654,368 $45.6M 4.36% -13,713 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 642,173 $44.8M 2.59% +103,115 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 641,602 $44.8M 4.93% +21,685 13F-HR Timeline Santa Clara Valley Transportation Autho… More: the full row for Santa Clara Valley Transportation Authority 631,143 $44M 36.61% +6,082 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 629,977 $43.9M 11.59% -46,369 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 629,332 $43.9M 12.59% +5,895 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 623,399 $43.5M 3.23% -180,339 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 618,497 $43.1M 0.47% +143,981 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 618,127 $43.1M 2.38% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 612,221 $42.7M 0.46% +599,040 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 612,121 $42.7M 1.83% -10,118 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 647,368 $42.5M 0.09% +323,684 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 608,004 $42.4M 0.6% -187,204 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 603,973 $42.1M 0.65% -5,704 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 601,676 $42M 0.44% +23,504 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 600,674 $41.9M 3.67% -5,705 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 594,544 $41.5M 3.51% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 593,577 $41.4M 0.87% -17,282 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 607,461 $40.8M 0.26% +35,109 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 584,263 $40.8M 0.6% -26,057 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 579,438 $40.4M 3.29% +16,716 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 572,887 $40M 4.14% +1,066 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 566,833 $39.5M +127,881 Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 556,491 $38.8M 2.06% -80,073 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 555,832 $38.8M 0.56% +33,338 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 553,251 $38.6M +118,638 Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 873,978 $38.6M 2.9% +111,696 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 551,029 $38.4M 0.15% -307,898 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 547,940 $38.2M 4.38% +148,562 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 546,091 $38.1M 1.57% -6,171 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 545,669 $38.1M 1.18% +25,847 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 538,869 $37.6M 3.57% -43,959 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 531,492 $37.1M 2.07% +151,364 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 527,810 $36.8M 2.54% +65,180 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 527,146 $36.8M 0.51% +152,730 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 527,586 $36.7M 4.54% +49,931 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 512,778 $35.8M 2.88% +41,711 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 507,751 $35.4M 9.21% -4,640 13F-HR Timeline Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 502,452 $35M 13.93% -242,026 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 486,116 $33.9M 0.62% -1,926,468 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 485,232 $33.8M 3.8% -10,077 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 484,089 $33.8M 1.62% +23,407 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 480,165 $33.5M 0.01% +97,035 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 478,619 $33.4M 0.18% +365,509 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. 475,080 $33.1M 0.02% +1,670 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 471,250 $32.9M 4.75% +10,951 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 469,500 $32.7M 0.09% +79,800 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 466,690 $32.6M 0.97% -9,433 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 462,975 $32.3M 4.9% +2,921 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 459,375 $32M 0.61% -23,034 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 458,847 $32M 1.9% +2,840 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 457,971 $31.9M 3.39% +74,018 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 457,355 $31.9M 0.31% +96,288 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 456,506 $31.8M 1.15% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 449,411 $31.3M 1.56% +10,835 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 448,424 $31.3M 2.53% -153,083 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 448,381 $31.3M 5.6% -35,713 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 448,274 $31.3M 1.13% -32,655 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 444,396 $31M 0.55% +140,402 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 441,563 $30.8M 3.03% -24,750 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 441,236 $30.8M 1.41% -54,280 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 437,551 $30.5M 6.75% +3,679 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 431,527 $30.1M 0.6% -17,582 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 429,197 $29.9M 2.69% +12,164 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 424,155 $29.6M 1.68% -350,509 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 423,794 $29.6M 1.38% +69,256 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 423,028 $29.5M 0.53% +84,544 13F-HR/A 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 419,998 $29.3M 0.33% -7,284 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 419,980 $29.3M 0.92% -83,149 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 417,910 $29.1M 0.15% +213,422 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 417,822 $29.1M 0.47% +97,887 13F-HR Timeline Inherent Management Corp. More: the full row for Inherent Management Corp. 415,605 $29M 14.73% 0 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 404,806 $28.2M 2.86% +58,982 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 404,774 $28.2M 3.96% +23,218 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 403,252 $28.1M 3.62% +4,159 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 402,463 $28.1M 0.08% +36,674 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 400,843 $28M 3.89% +3,287 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 399,985 $27.9M 0.36% +151,157 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 394,104 $27.5M 5.61% +104,329 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 393,757 $27.5M 0.03% +66,922 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 392,613 $27.4M 0.47% +96,169 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 404,985 $27.2M 2.69% -5,406 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 383,067 $26.7M 0.62% +146,548 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 377,699 $26.3M 0.79% -5,829 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 377,570 $26.3M 0.11% +102,400 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 377,205 $26.3M 2.3% +116,812 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 371,688 $25.9M 2.93% +12,391 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 371,531 $25.9M 0.76% -36,974 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 370,432 $25.8M 2.15% +14,201 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 369,821 $25.8M 0.33% +41,325 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 367,043 $25.6M 2.54% +12,315 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 365,482 $25.5M 0.85% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 365,386 $25.5M 2.29% -31,596 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 364,172 $25.4M 3.42% -76,387 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 363,899 $25.4M 0.97% +16,670 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 363,149 $25.3M 0.16% +111,500 13F-HR/A Timeline EQ LLC More: the full row for EQ LLC 362,131 $25.3M 7.12% +127,158 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 361,398 $25.2M 4.17% -1,414 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 360,000 $25.1M 0.53% 0 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 356,152 $24.8M 0.21% -33,761 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 355,672 $24.8M 0.09% +8,046 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 354,515 $24.7M +12,774 Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 350,000 $24.4M 3.77% +60,829 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 347,801 $24.3M 0.22% +216,358 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 344,818 $24.1M 0.57% +67,452 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 343,722 $24M 0.01% +118,415 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 341,201 $23.8M 0.49% +57,775 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 341,149 $23.8M 0.93% +252,076 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 339,527 $23.7M 1.03% +3,574 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 339,108 $23.7M 0.56% +4,843 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 336,517 $23.7M 0.41% +52,282 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 338,668 $23.6M 0.18% +57,304 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 335,900 $23.4M 0.18% +23,860 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 333,512 $23.3M 1.84% -79,768 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 332,751 $23.2M 5.79% +1,083 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 332,484 $23.2M 0.31% -79,835 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 330,816 $23.1M 3.6% +14,125 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 330,707 $23.1M 3.93% +3,627 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 330,700 $23.1M -459,900 Timeline Abound Wealth Management More: the full row for Abound Wealth Management 329,392 $23M 5.22% +7,191 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 323,589 $22.6M 0.76% +15,009 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 322,818 $22.5M 1.26% -1,005 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 291,845 $22.5M -21,842 Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 321,673 $22.4M 2.23% -13 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 316,527 $22.1M 6.53% +11,129 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 314,864 $22M 1.15% -45,218 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 314,159 $21.9M 4.71% +207,111 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 312,099 $21.8M 2.53% -15,465 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 311,693 $21.7M 0.11% -9,481 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 311,610 $21.7M 2.73% +16,621 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 308,187 $21.5M 5.72% -14,305 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 308,024 $21.5M 0.26% -1,277 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 307,660 $21.5M 0.29% +31,664 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 306,540 $21.4M 0.46% -13,695 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 306,530 $21.4M 1.77% -2,331 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 304,048 $21.2M 1.11% +177 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 297,448 $20.7M 0.56% +6,320 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 296,472 $20.7M 1.87% +14,537 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 295,306 $20.6M 0.26% +17,647 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 295,192 $20.6M 5.88% -32,220 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 293,391 $20.5M 2.02% -47,119 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 288,440 $20.1M 2.24% -18,376 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 286,940 $20M 2.75% +5,612 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 286,188 $20M 1.37% +40,911 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 283,937 $19.8M 1.03% -380 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 283,869 $19.8M 0.36% +12,742 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 282,735 $19.7M 2.58% -81,572 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 277,958 $19.4M 3.57% +64,533 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 277,522 $19.4M 5.68% +19,162 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 276,560 $19.3M 4.28% -28,076 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 275,237 $19.2M 0.23% -5,556 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 272,717 $19M 1.27% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 271,214 $18.9M 4.29% +195,980 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 271,201 $18.9M 1.58% +11,702 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 270,362 $18.9M -118,798 Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 269,942 $18.8M -950 Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 268,291 $18.7M 1.09% -71,547 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 268,119 $18.7M 1.12% -4,277 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 267,008 $18.6M 1.3% +999 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 266,950 $18.6M 2.33% +63,024 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 266,241 $18.6M 8.91% -11,909 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 275,113 $18.5M 0.36% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 264,491 $18.4M 0.72% -7,336 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 263,874 $18.4M 1.91% +5,152 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 263,795 $18.4M 2.17% +19,366 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 263,682 $18.4M 1.04% +7,156 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 262,867 $18.3M 1.17% +24,969 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 227,066 $18.2M 4.08% -1,283 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 256,586 $17.9M 0.01% +60,905 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 254,972 $17.8M 0.62% +10,339 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 254,366 $17.7M 4.11% +4,097 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 254,056 $17.7M 0.47% +9,933 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 254,015 $17.7M 5.43% +19,249 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 253,962 $17.7M 1.19% +239,945 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 253,597 $17.7M 0.6% -9,581 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 253,371 $17.7M 1.88% +2,200 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 253,252 $17.7M 1.02% -20,568 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 252,832 $17.6M 0.29% +69,205 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 251,369 $17.5M 2.2% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 250,558 $17.5M 0.3% +233,171 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 244,795 $17.1M 1.87% -381,129 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 242,992 $16.9M 1.63% +17,454 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 236,240 $16.5M 0.08% +43,388 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 235,805 $16.4M 0.08% +10,513 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 233,746 $16.3M 0.26% +1,133 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 233,174 $16.3M 2.27% +17,823 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 233,136 $16.3M 4.64% -7,049 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 233,107 $16.3M 1.68% -10,314 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 231,530 $16.1M 3.82% -5,075 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 231,126 $16.1M 2.13% +9,291 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 230,152 $16.1M 4.73% +4,001 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 227,519 $15.9M 0.06% +4,995 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 227,297 $15.9M 1.71% -1,859 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 226,485 $15.8M 1.04% -21,258 13F-HR Timeline Shelter Mutual Insurance Co group of 2 filers holding More: the full row for Shelter Mutual Insurance Co 226,016 $15.8M 0 Timeline