Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 57,564,399 $3.02B 6.48% +706,285 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 10,566,750 $555M 2.78% +2,702,814 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 10,282,205 $540M -77,103 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,540,555 $501M 0.07% +741,979 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,480,533 $393M 0.52% +109,047 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,581,749 $346M +367,563 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,739,425 $301M 0.01% -23,471 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,720,725 $300M 0.83% +830,535 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/ 5,276,072 $277M 0.02% -1,452,300 13F-HR Timeline Group Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 4,956,000 $260M 4% -2,281,448 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,943,848 $260M 0.02% -22,682 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 4,561,937 $240M 8.1% +13,325 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,422,691 $232M 0.06% +461,676 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,866,873 $203M 0.05% -416,549 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,754,189 $197M 0.04% +114,472 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,752,836 $197M 0.01% +2,314,387 13F-HR Timeline Group Matson Money. Inc. More: the full row for Matson Money. Inc. 3,324,717 $175M 6.35% -19,491 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,054,791 $160M 0.04% +19,501 13F-HR/A Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,022,087 $159M 4.66% +285,912 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,802,661 $147M 0.06% +481,257 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,165,843 $114M 0.02% +659,244 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,054,068 $108M 0.93% +11,419 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. 1,998,637 $105M 0.05% +23,347 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,907,817 $100M 0.04% +289,875 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,810,780 $95.1M 5.64% +10,298 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 1,700,670 $89.3M +46,194 Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,566,603 $82.3M 5.69% +237,097 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 1,534,496 $80.6M 13.89% +21,240 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,448,538 $76.1M 0.08% +18,397 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,323,194 $69.5M 0.07% -11,259 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,290,398 $67.8M 1.87% +172,547 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,225,608 $64.4M 0.65% +46,976 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,180,960 $62M 5.69% +119,627 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,088,483 $57.2M 0.23% -109,943 13F-HR Timeline Group 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 1,069,851 $56.2M 0.01% -729,792 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,022,434 $53.7M 0.09% -234,558 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,016,757 $53.4M <0.01% +103,449 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 946,208 $49.7M 4.26% +18,933 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 870,995 $45.7M 0.23% -228,234 13F-HR/A Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 756,225 $39.7M 12.94% +9,649 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 752,883 $39.5M 0.3% +35,162 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 731,730 $38.4M 0.07% +470,709 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 693,730 $36.4M 0.1% +33,283 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 680,000 $35.7M 0.03% 0 13F-HR Timeline Group Flagstone Financial Management More: the full row for Flagstone Financial Management 660,650 $34.7M 11.18% +33,010 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 652,135 $34.3M 4.88% +26,193 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 651,257 $34.2M 0.4% +450,928 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 638,238 $33.5M 0.03% +201,039 13F-HR/A Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 615,254 $32.3M 0.76% +36,762 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 592,310 $31.1M 7.7% +302,698 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 572,251 $30.1M 2.55% +66,202 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 568,838 $29.9M 20.9% +35,965 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 554,434 $29.1M 0.04% +48,612 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 533,659 $28M 0.37% +90,718 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 506,118 $26.6M 0.01% +57,334 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 502,189 $26.4M 0.05% +1,791 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 493,742 $25.9M 4.75% +348 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 479,606 $25.2M 1.57% +16,757 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 468,566 $24.6M 0.05% +75,892 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 439,846 $23.1M 3.57% -1,133 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 435,600 $22.9M 0.02% 0 13F-HR Timeline Group American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 425,000 $22.3M 1.55% -326,159 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 413,487 $21.7M 0.44% -1,007,438 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 406,397 $21.3M 1.82% +43,669 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 396,663 $20.8M 0.04% -176,628 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 393,426 $20.7M 1.68% +132,058 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 372,745 $19.5M 0.04% +2,654 13F-HR/A Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 361,036 $18.9M 0.01% -1,453,263 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 359,536 $18.9M 11.78% +5,203 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 354,913 $18.6M 10.47% +28,084 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 353,942 $18.6M 3.06% -155,820 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 352,649 $18.5M 0.82% +74,155 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 345,149 $18.1M 1.75% -58,066 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 344,688 $18.1M 2.72% +11,080 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 344,683 $18.1M 1.19% +28,225 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 344,179 $18.1M 6.8% +16,974 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 340,366 $17.9M 2.75% +3,794 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 337,281 $17.7M 0.05% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 336,453 $17.7M 0.04% +18,910 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 318,527 $16.3M 2.82% -55,286 13F-HR/A Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 310,445 $16.3M 0.01% 0 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 309,474 $16.3M 1.17% -4,891 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 301,446 $15.8M 0.51% +48,793 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 291,261 $15.3M 0.05% +45,990 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 281,763 $14.8M 0.02% -29,649 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 279,903 $14.7M 1.14% +14,301 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 275,578 $14.5M 0.96% -5,621 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 262,070 $13.8M 0.08% +53,291 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 259,508 $13.6M 0.01% +35,131 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 258,812 $13.6M 3.54% -67,520 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 257,058 $13.5M 2.74% +6,645 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 253,506 $13.3M 1.19% -7,848 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 249,462 $13.1M 0.2% -81,055 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 245,300 $12.9M 0.42% -10,842 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 243,680 $12.8M 0.05% +29,712 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 240,000 $12.6M 4.06% 0 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/ 238,729 $12.5M 0.01% +92,702 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 235,166 $12.4M 0.37% -6,292 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 232,182 $12.2M 0.68% -32,453 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 220,600 $11.6M 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 213,794 $11.2M 0.37% +6,431 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 200,460 $10.5M 1.84% +1,921 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 199,366 $10.5M 5.73% -90,124 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 198,990 $10.5M 1.58% -13,131 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 196,810 $10.3M 0.04% +7,471 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 194,239 $10.2M 2.4% -9,879 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 193,683 $10.2M 0.26% -64,262 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 190,920 $10M 0.15% +6,940 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 188,492 $9.9M +39,499 Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 187,940 $9.87M 9.79% -66,895 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 185,007 $9.72M 4.74% +17,263 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 182,964 $9.61M 0.08% +7,480 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 181,963 $9.56M 1.03% +16,326 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 176,040 $9.25M 0.08% +10,471 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 175,638 $9.22M 0.24% +158,377 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 173,417 $9.11M 1.77% +17,814 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 173,215 $9.1M 9.87% -64,111 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 172,996 $9.09M 0.41% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 172,158 $9.04M 0.01% +27,415 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 169,015 $8.88M 2.84% -245,047 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 172,146 $8.84M 0.02% -10,031 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 162,792 $8.55M 0.01% +3,752 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 161,400 $8.48M 2.01% -551 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 161,058 $8.45M 3.28% +67,601 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 159,675 $8.39M 0.05% +24,973 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 156,615 $8.23M 0.61% -19,663 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 152,573 $8.01M 0.05% +7,528 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 150,371 $7.87M 0.23% +4,419 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 149,491 $7.85M 3.47% -218,821 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 143,212 $7.52M 3.17% +2,251 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 142,562 $7.49M 0.34% -3,740 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 140,899 $7.4M 0.01% +3,009 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 140,397 $7.37M 0.11% -9,187 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 138,642 $7.28M 0.04% +696 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 137,906 $7.24M -14,837 Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 137,223 $7.21M 2.43% -15,684 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 136,656 $7.18M 0.93% -184,053 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 134,595 $7.07M 6.38% +2,250 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 134,224 $7.05M 0.1% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 131,873 $6.93M 0.01% -6,289 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 127,642 $6.7M 3.09% +2,667 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 123,728 $6.5M 0.46% -3,058 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 120,340 $6.32M 0.2% +8,244 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 119,557 $6.28M 0.09% -4,131 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 115,829 $6.08M 1.17% -5,582 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 114,900 $6.03M 1.17% -802 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 114,392 $6.01M 0.07% -26,791 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 114,300 $6M 3.35% +3,239 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 111,760 $5.87M 2.69% -732 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 111,336 $5.85M 0.44% +3,770 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 110,546 $5.81M 0.26% +2,428 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 107,870 $5.67M 0.61% +24,568 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 106,463 $5.59M 3.61% new 13F-HR/A Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 103,500 $5.44M 0.31% +970 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 102,284 $5.37M 0.01% +41,040 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 100,986 $5.3M <0.01% -925 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 100,754 $5.29M 0.19% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 99,673 $5.24M 0.02% +37,335 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 99,457 $5.22M 1.53% +1,119 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 97,893 $5.14M 0.49% +14,604 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 97,847 $5.14M 1.67% -5,182 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 97,291 $5.11M 0.28% +2,668 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 97,200 $5.1M 1.23% 0 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 98,926 $5.1M 3.39% -3,160 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 95,635 $5.02M 1.96% +16,003 13F-HR/A Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 93,262 $4.9M 3.21% -406 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. 92,140 $4.84M 0.74% +1,009 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 90,080 $4.72M 0.12% +72,805 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 88,982 $4.67M <0.01% -15,675 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 88,818 $4.66M 3.17% +6,053 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 88,646 $4.66M 0.42% -1,079 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 88,535 $4.65M 2.1% +1,823 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 87,975 $4.62M 0.09% +77,811 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 87,069 $4.57M 1.49% +4,317 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 85,576 $4.49M 1.35% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 84,898 $4.46M 0.79% -1,022 13F-HR Timeline City State Bank More: the full row for City State Bank 84,765 $4.45M 1.47% +2,750 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 84,660 $4.45M +257 Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 83,906 $4.41M 0.19% +14,565 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 115,174 $4.34M 0.01% -1 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 81,770 $4.29M 0.05% +2,564 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 81,326 $4.27M 0.36% -2,227 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 80,801 $4.24M 0.05% +53,801 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 80,385 $4.22M 0.18% -7,794 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 79,847 $4.19M 0.27% +714 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 79,482 $4.17M 1.67% +7,262 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 77,488 $4.07M 0.01% -11,785 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 76,350 $4.01M 0.51% -813 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 76,276 $4.01M 2.78% +27,056 13F-HR/A Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 75,601 $3.97M 0.04% new 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 74,359 $3.91M 0.56% +12,690 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 73,683 $3.87M 0.79% -501 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 73,109 $3.84M 2.35% +13,589 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 72,633 $3.81M 0.06% -5,822 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 71,025 $3.73M 0.07% +2,285 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 70,355 $3.7M 1.86% -4,096 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 70,159 $3.68M 0.24% -5,537 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 68,657 $3.61M 0.12% +1,847 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 66,952 $3.52M 1.5% +2,166 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 66,860 $3.51M 0.34% +19,695 13F-HR Timeline