Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 63,169,967 $3.4B 6.45% +3,251,521 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 12,369,118 $666M +615,671 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,610,358 $626M 0.08% +682,878 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,394,169 $398M 0.81% +426,674 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,398,790 $345M -1,440,655 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,210,405 $335M 0.02% +605,490 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,173,377 $333M 0.02% +587,587 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,369,642 $289M 2.29% -3,875,810 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 5,293,249 $285M 8.61% +284,959 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 5,002,480 $270M 0.06% +4,029,704 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,931,609 $266M 0.05% +503,383 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,929,120 $212M 0.05% +184,095 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,910,129 $211M +129,861 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,583,875 $193M 0.01% -13,012 13F-HR Timeline Group Matson Money. Inc. More: the full row for Matson Money. Inc. 3,457,817 $186M 5.89% +130,214 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,163,439 $170M 0.05% +842,977 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,127,184 $168M 2.3% -505,316 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,115,949 $168M 0.05% +215,003 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,918,391 $157M 0.03% -230,148 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,073,892 $112M 2.38% +297,436 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,059,152 $111M 4.99% +92,227 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,012,953 $108M <0.01% -3,936,937 13F-HR Timeline Group Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 1,889,073 $102M 9.77% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,885,504 $102M 0.61% -66,452 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,861,768 $100M 0.02% +58,024 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. 1,808,768 $97.5M 0.05% -77,466 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 1,680,245 $90.5M 13.13% +67,993 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,609,738 $86.7M 4.77% +128,387 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,558,379 $84M 0.08% +33,694 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,537,062 $82.8M 0.01% -429,012 13F-HR/A Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,527,956 $82.3M 6.28% +100,214 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,372,890 $74M 0.66% +71,391 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,352,130 $73M 0.1% +814,487 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,353,144 $72.9M 0.06% +9,172 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,343,852 $72.4M 0.04% +308,836 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,192,186 $64.2M 0.08% +25,237 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,171,950 $63.1M 0.07% -2,327 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,156,847 $62.3M 0.22% +54,467 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,094,346 $59M 0.08% +28,001 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,080,000 $58.2M 0.74% +20,929 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,076,858 $58M 0.06% +218,071 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,042,575 $56.2M 3.88% +37,668 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,016,352 $54.8M 0.97% +33,134 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 981,677 $52.9M 0.31% +96,503 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 944,617 $50.9M 0.14% +632,051 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 914,056 $49.2M 1.06% +190,337 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 902,233 $48.6M 0.01% -16,962 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 838,687 $45.2M 11.08% +13,860 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 797,304 $43M 9.08% +58,315 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 785,281 $42.4M 0.1% -16,000 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 775,677 $41.8M 0.1% +156,370 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 760,236 $41M 10.51% +19,716 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 750,256 $40.4M 0.07% +576,061 13F-HR/A Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 736,401 $39.7M 2.41% +33,634 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 730,927 $39.4M 0.02% +18,368 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 725,376 $39.1M 0.44% +76,987 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 721,667 $38.9M 0.62% +29,354 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 $36.6M 0.03% 0 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 657,115 $35.4M +567,803 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 645,369 $34.8M 0.05% +17,791 13F-HR Timeline Group Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 624,646 $33.7M 19.39% -56,408 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 606,403 $32.7M 2.33% +23,382 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 525,501 $28.3M 1.41% +12,861 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 517,315 $27.9M 0.04% +483,973 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 514,172 $27.7M 4.51% -2,814 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 476,863 $25.8M 2.98% +14,164 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 475,638 $25.6M <0.01% +164,156 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 450,932 $24.3M 0.04% -316,831 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 435,986 $23.5M 0.42% -4,189 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 430,648 $23.2M 11.57% +27,621 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 428,288 $23.1M 1.44% -14,621 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 409,041 $22M 3.18% +85,985 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 406,025 $21.9M 0.01% +36,539 13F-HR/A Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 399,301 $21.5M 2.27% +20,399 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 389,932 $21M 0.76% +9,997 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 384,863 $20.7M 11.21% +9,474 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 379,592 $20.5M 6.23% +41,827 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 358,052 $19.3M 1.04% +11,122 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 357,940 $19.3M 4.5% +8,742 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 356,634 $19.2M 2.69% +7,923 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 352,897 $19.1M 0.08% +96 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 350,105 $18.9M 0.05% +79,703 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 340,556 $18.3M 0.22% +22,164 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 328,237 $17.7M 1.46% -58,206 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 327,501 $17.6M 0.14% +53,900 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 326,676 $17.6M 0.49% +8,767 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 318,629 $17.1M 2.12% -31,713 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 312,319 $16.8M 0.76% +5,532 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 310,685 $16.7M 1.03% +20,331 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 310,445 $16.7M 0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 299,331 $16.1M 0.02% +4,515 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 294,024 $15.8M 0.35% +21,190 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 293,761 $15.8M 0.02% -15,460 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 284,822 $15.3M 5.28% +15,354 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 266,020 $14.3M 2.65% +1,041 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 263,000 $14.2M 0.01% -322,000 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 262,918 $14.2M 0.82% -4,942 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 259,994 $14M 0.41% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 258,591 $13.9M 1.09% -13,054 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 257,051 $13.8M 0.08% +16,009 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 246,232 $13.3M 0.05% -1,487 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 245,961 $13.3M 0.15% -63,522 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 242,492 $13.1M 0.32% +39,273 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 241,850 $13M 0.24% +1,803 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 238,399 $12.8M 0.05% +86,091 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 238,146 $12.8M 1.14% +26,159 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 234,664 $12.6M 1.96% +33,411 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 234,581 $12.6M 0.21% +28,748 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 233,539 $12.6M 0.01% +4,358 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 228,037 $12.3M 0.36% +737 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 227,132 $12.2M 3.51% +22,686 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 221,862 $12M -1,638 Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 221,605 $11.9M 2.01% +19,570 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 219,987 $11.9M 0.34% -4,555 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 215,083 $11.6M 0.02% -3,284 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 214,964 $11.6M 0.01% +6,534 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 213,590 $11.5M 0.06% +3,104 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 212,002 $11.4M 0.43% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 209,508 $11.3M 0.14% +5,099 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 208,600 $11.2M 8.18% +11,412 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 202,204 $10.9M 4.87% +4,784 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 200,462 $10.8M 3.61% +22,822 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 200,452 $10.8M 2.06% +10,041 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 197,040 $10.6M 2.14% +2,112 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 196,233 $10.6M 6.87% +3,210 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 190,872 $10.3M 0.17% +42,890 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 190,826 $10.3M 3.41% 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 190,211 $10.2M 8.53% +8,228 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 187,367 $10.1M 2.42% +3,432 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 183,562 $9.89M 0.74% +72,722 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 181,177 $9.76M 1.57% -1,611 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 179,112 $9.65M 2.71% +54,792 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 178,594 $9.62M 7.82% +2,880 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 174,066 $9.38M 0.02% +39,616 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 172,902 $9.32M 0.64% +15,809 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 170,072 $9.19M 3.09% -9,145 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 170,442 $9.18M 0.2% -770,059 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 167,275 $9.01M 3.62% +63,135 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 165,190 $8.9M 0.52% +3,028 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 162,274 $8.74M 0.05% +5,755 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 157,173 $8.47M 0.94% +5,454 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 155,334 $8.37M 1.18% +4,393 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 155,162 $8.36M 0.04% -10,318 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 153,201 $8.25M 0.29% +59,573 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 150,454 $8.11M 2.45% +5,823 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/ 149,358 $8.05M 0.01% -148,882 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 148,747 $8.01M 0.87% -4,055 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 147,060 $7.92M 0.02% +22,001 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 145,919 $7.86M 0.09% -48,196 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 142,102 $7.66M 1.62% -22,363 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 141,152 $7.61M 0.01% +3,670 13F-HR Timeline Group Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 139,838 $7.53M 2.01% +43,927 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 135,886 $7.32M 0.19% +5,758 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 135,196 $7.28M 0.36% +2,821 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 135,154 $7.28M 0.09% -2,426 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 135,016 $7.27M 0.01% +28,717 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 131,959 $7.11M 0.76% +107,848 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 131,300 $7.07M 3.18% +8,636 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 129,896 $7M 4.42% +4,971 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 129,251 $6.96M 0.97% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 125,464 $6.76M 2.93% +7,710 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 124,779 $6.72M 0.23% +5,332 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 122,474 $6.6M +9,104 Timeline JB Capital LLC More: the full row for JB Capital LLC 122,084 $6.58M 0.27% +8,257 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 119,283 $6.43M 2.06% -88,998 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 116,367 $6.27M 0.4% +9,743 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 113,924 $6.14M 3.31% 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 113,408 $6.11M 1.92% +15,930 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 112,636 $6.07M 0.28% +356 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 108,406 $5.83M 2.96% +3,987 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. 107,406 $5.79M 0.78% +8,698 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 104,646 $5.64M 0.38% -892 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 103,629 $5.58M 0.06% +2,452 13F-HR Timeline City State Bank More: the full row for City State Bank 100,985 $5.44M 1.49% +4,225 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 100,754 $5.43M 0.18% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 100,655 $5.42M 0.52% -10,597 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 99,946 $5.39M 0.04% +118 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 97,660 $5.26M 0.85% +9,474 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 97,200 $5.24M 1.17% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 94,854 $5.11M 0.07% -25,143 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 94,511 $5.09M 0.07% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 93,534 $5.04M 0.01% +2,824 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 93,535 $5.04M 0.01% -4,081 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 92,931 $5.01M 1.02% +17,123 13F-HR Timeline CVS HEALTH Corp More: the full row for CVS HEALTH Corp 92,750 $5M 3.69% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 91,298 $4.92M 2.54% +2,313 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 89,565 $4.83M 2.39% 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 88,687 $4.78M 1.61% +1,844 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 86,984 $4.69M 2.39% +1,635 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 85,981 $4.63M 0.13% +11,280 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 85,077 $4.58M 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 85,046 $4.58M +413 Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 84,627 $4.56M 0.1% -281 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 83,401 $4.49M 1.67% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 82,294 $4.43M 0.99% +33,967 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 81,462 $4.39M 1.28% +5,699 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 81,096 $4.37M 0.09% +12,370 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 79,976 $4.31M 0.06% +1,373 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 79,764 $4.3M 0.15% +291 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 79,623 $4.29M 1.59% +7,433 13F-HR Timeline