Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 69,309,525 $3.69B 6.54% +5,634,323 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 15,109,705 $803M +1,129,338 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,057,366 $694M 0.08% +736,341 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,934,354 $475M +510,088 Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 8,255,575 $439M 4.38% +3,928,792 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,886,379 $419M 0.72% -110,995 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,417,105 $341M 0.02% +174,977 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,315,414 $336M 0.02% +202,557 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 5,845,766 $311M 8.65% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,223,434 $278M 0.05% +195,244 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,139,507 $220M +46,207 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,086,840 $217M 0.05% +449,567 13F-HR Timeline Matson Money. Inc. More: the full row for Matson Money. Inc. 3,824,777 $203M 5.66% +161,977 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,520,343 $187M 0.04% +24,245 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,467,006 $184M 0.05% +170,260 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,090,560 $164M 0.03% +201,903 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,883,337 $153M 2.82% +527,066 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,817,095 $150M 0.02% +1,205,699 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,560,965 $136M +836,758 Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,247,726 $120M 4.71% +149,158 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,236,586 $119M 0.01% -1,015,035 13F-HR Timeline Group Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 2,100,716 $112M 9.37% +132,235 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,989,134 $106M 0.04% +253,101 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,970,780 $105M 0.02% +40,388 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,879,524 $99.9M 0.55% +14,057 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,860,822 $98.9M 0.05% +16,584 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,822,054 $96.9M 4.51% +104,428 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,802,788 $95.9M 0.12% +1,765,999 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,775,018 $94.4M <0.01% +22,182 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,678,325 $89.2M 0.07% +7,585 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,579,498 $84M 0.08% +113,046 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,510,294 $80.3M 0.69% +43,357 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,324,397 $70.4M 0.08% +30,794 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,267,986 $67.4M 0.08% -11,098 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,232,515 $65.5M 0.22% +28,704 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,253,129 $65.5M 6.75% +173,208 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,226,734 $65.2M 1.25% +130,977 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,213,272 $63.9M 0.11% +140,903 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,196,329 $63.6M 0.24% +110,620 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,181,331 $62.8M 3.79% +51,832 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,167,359 $62.1M 0.06% +49,175 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,072,165 $56.5M 0.62% -7,501 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,018,889 $54.2M 9.24% +131,520 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 395,799 $51.7M 0.04% +160,407 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 923,932 $49.1M 11.05% +34,714 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 846,629 $45M 2.47% -16,728 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 843,498 $44.8M 10.03% +33,751 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 823,390 $43.8M 0.01% -125,057 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 779,415 $41.4M 0.45% +37,926 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 766,206 $40.7M +623,364 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 745,392 $39.6M 0.04% +31,487 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 736,251 $39.1M 0.08% +4,640 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 694,175 $36.8M 4.23% -9,323 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 689,410 $36.7M 0.05% -17,886 13F-HR Timeline Group STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 680,000 $36.2M 0.02% 0 13F-HR Timeline Group Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 677,770 $36M 19.22% +39,119 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 652,917 $34.7M 2.33% +30,796 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 635,860 $33.9M 0.01% -1,598,313 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 584,799 $31.1M 0.37% +183,883 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 573,606 $30.5M 0.04% +154,573 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 567,423 $30.3M <0.01% +45,654 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 552,689 $29.4M 0.01% -192,939 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 535,661 $28.5M 4.43% +16,324 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 520,969 $27.7M 8.22% +71,007 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 505,318 $26.9M 0.03% -11,884 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 497,068 $26.4M 3.29% -42,457 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 495,446 $26.3M 2.67% +13,351 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 491,403 $26.1M 0.58% +198 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 481,354 $25.6M 12.01% +15,077 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 468,142 $24.9M 1.18% +21,173 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 467,698 $24.9M 0.02% +392,383 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 455,375 $24.2M 1.06% -109,330 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 441,461 $23.5M 3.06% -8,203 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 441,318 $23.5M 2.07% +24,096 13F-HR Timeline CVS HEALTH Corp More: the full row for CVS HEALTH Corp 440,000 $23.4M 10.39% +347,250 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 423,132 $22.5M 10.85% +27,218 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 423,035 $22.5M 0.37% -11,861 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 414,219 $22M 0.61% +8,426 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 401,224 $21.3M 0.01% -38,431 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 400,135 $21.3M 1% +15,072 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 394,985 $21M 0.43% -40,239 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 394,976 $21M 0.22% +26,011 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 392,521 $20.9M 0.04% +63,128 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 387,811 $20.6M 0.9% +202,143 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 381,429 $20.3M 4.14% +8,398 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 373,105 $19.8M 0.11% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 355,081 $18.9M 1.41% +19,714 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 348,531 $18.5M 0.04% -593,750 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 341,081 $17.8M 0.36% +40,331 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 332,517 $17.7M 1.99% +11,456 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 318,405 $16.9M 0.93% -3,741 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 310,890 $16.5M <0.01% -5,275 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 299,448 $15.9M 0.6% -7,114 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 288,431 $15.3M 0.05% +1,093 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 277,106 $14.7M 0.02% -11,071 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 276,970 $14.7M 2.13% +20,696 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 276,207 $14.7M 0.04% +27,367 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 271,160 $14.4M 1.32% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 267,934 $14.2M 0.08% +5,760 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 261,214 $13.9M 3.36% +15,122 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 259,994 $13.8M 0.37% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 257,358 $13.7M 0.73% -4,117 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 255,644 $13.6M 0.01% +37,757 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 254,606 $13.5M 0.22% -4,111 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 254,655 $13.5M 0.16% +6,665 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 253,160 $13.5M 2.41% +51,294 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 252,238 $13.4M +16,929 Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 250,113 $13.3M 1.08% +4,301 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 246,523 $13.1M 0.79% +55,433 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 242,743 $12.9M 0.01% +6,817 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 242,741 $12.9M 0.02% -3,418 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 242,572 $12.9M 0.02% +1,617 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 237,811 $12.6M 0.78% +22,475 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 234,126 $12.4M 2.1% +29,099 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 232,254 $12.3M 2.36% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 232,254 $12.3M 2.35% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 231,299 $12.3M 0.06% +4,680 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 230,266 $12.2M 7.59% +21,586 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 228,606 $12.2M 1.73% -43,714 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 228,395 $12.1M 1.09% +180,656 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 223,045 $11.9M 4.19% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 220,463 $11.7M 0.33% -621 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 218,163 $11.6M 3.46% +10,241 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 218,148 $11.6M 3.69% +30,287 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 215,503 $11.5M 8.42% +10,794 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 213,516 $11.4M 0.07% +19,390 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 209,596 $11.1M 4.67% +8,353 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 209,320 $11.1M 0.28% +7,826 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 203,319 $10.8M 3.41% +20,995 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 203,993 $10.8M 0.06% +37,245 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 39,056 $10.6M 7.02% -174,800 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 199,121 $10.6M 0.23% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 193,657 $10.3M 0.02% +41,836 13F-HR/A Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 191,034 $10.2M 0.01% +43,155 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 189,127 $10.1M 0.53% +17,968 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 189,074 $10.1M 0.75% +10,520 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 187,237 $9.96M 2.36% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 187,129 $9.95M 0.74% -15,002 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 186,286 $9.9M 0.14% -9,961 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 183,028 $9.73M 0.29% +20,520 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 182,316 $9.69M 1.18% +5,320 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 182,199 $9.68M 0.07% +28,129 13F-HR Timeline Group Freestate Advisors LLC More: the full row for Freestate Advisors LLC 180,403 $9.59M 7.17% +916 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 169,812 $9.03M 1.24% -136,490 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 169,105 $8.99M 0.05% +2,028 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 168,033 $8.93M 0.23% -832 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 166,224 $8.84M 2.79% -2,107 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 165,718 $8.81M <0.01% -7,475 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 165,611 $8.8M 0.01% +1,994 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 162,056 $8.62M 0.16% -726,620 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 162,040 $8.62M 2.32% +4,570 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 161,242 $8.57M 1.43% +52,407 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 158,867 $8.45M 0.23% +7,679 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 153,126 $8.14M 0.19% +9,683 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 146,736 $7.8M 1.59% -57,966 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 146,190 $7.77M 1% -9,731 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 142,552 $7.58M 0.76% -5,175 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 141,012 $7.5M 2.91% +9,082 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 140,587 $7.47M 0.01% +3,292 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 140,153 $7.45M 4% +9,108 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 138,502 $7.36M 1.17% -947 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 136,376 $7.25M 0.06% +19,515 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 135,227 $7.19M 0.07% -61,533 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 131,233 $6.98M 1.68% -20,221 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 131,046 $6.97M 1.03% +37,459 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 130,482 $6.94M 0.63% -24,609 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 129,223 $6.87M 0.01% +17,900 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 128,121 $6.81M 0.19% +5,102 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 127,384 $6.77M 0.01% 0 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 125,443 $6.67M 0.08% +44,347 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 125,437 $6.67M 0.07% -9,035 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 122,537 $6.52M 1.73% +1,710 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 121,847 $6.48M 2.19% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 118,379 $6.29M 0.08% +25,117 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 119,212 $6.23M 2.91% +11,275 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 116,746 $6.21M 0.36% +2,206 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 116,030 $6.17M 3.05% +1,549 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 114,881 $6.11M 0.72% +8,875 13F-HR Timeline City State Bank More: the full row for City State Bank 114,780 $6.1M 1.4% +1,570 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 109,570 $5.83M 1.15% +12,752 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 109,441 $5.82M 0.25% -7,802 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 108,384 $5.72M 3.44% +10,041 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 106,302 $5.65M 3.93% +6,156 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 104,696 $5.57M 0.19% -14,203 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 100,754 $5.36M 0.16% 0 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 100,402 $5.34M 1.97% +16,392 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 99,848 $5.31M 0.7% +3,215 13F-HR/A Timeline Viaable, LLC More: the full row for Viaable, LLC 98,145 $5.21M 4.32% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 97,750 $5.2M 0.03% -2,459 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 97,200 $5.17M 1.09% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 94,511 $5.03M 0.07% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 93,852 $4.99M 0.06% +5,454 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 92,462 $4.92M 0.44% +97 13F-HR/A Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 92,416 $4.91M 0.01% +86,845 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 91,189 $4.85M +5,862 Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 90,560 $4.82M 0.01% +323 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 90,164 $4.79M 0.3% -46 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 89,259 $4.75M 2.44% +12,096 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 88,576 $4.71M 0.06% -878 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 87,712 $4.66M 0.03% -6,305 13F-HR Timeline Group