Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 63,675,202 $3.39B 6.88% +505,235 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 13,980,367 $744M +1,611,249 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,321,025 $656M 0.09% +710,667 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,424,266 $448M +2,025,476 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,997,374 $426M 0.87% +603,205 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/ 6,242,128 $332M 0.02% +68,751 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,112,857 $325M 0.02% -97,548 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 5,845,766 $311M 8.53% +552,517 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,028,190 $268M 0.05% +96,581 13F-HR/A Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 4,326,783 $230M 2.46% +1,199,599 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,093,300 $218M +183,171 Timeline Matson Money. Inc. More: the full row for Matson Money. Inc. 3,662,800 $195M 5.97% +204,983 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,637,273 $194M 0.05% +473,834 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,496,098 $186M 0.04% -433,022 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,296,746 $175M 0.05% +180,797 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,251,621 $173M 0.01% -332,254 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,888,657 $154M 0.03% -29,734 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,356,271 $125M 2.6% +282,379 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 2,234,173 $118M 0.03% -2,768,307 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,098,568 $112M 4.94% +39,416 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 1,968,481 $105M 9.6% +79,408 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,930,392 $103M 0.03% +68,624 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 1,865,467 $99.1M 0.61% -20,037 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. 1,844,238 $98.2M 0.06% +35,470 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,752,836 $93.3M <0.01% -260,117 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,724,207 $92M +1,067,092 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,736,033 $91.4M 0.04% +392,181 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,717,626 $91.4M 4.94% +107,888 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,670,740 $88.9M 0.08% +112,361 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,611,396 $85.8M 0.01% +74,334 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,599,851 $85.1M 6.6% +71,895 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,466,937 $78.1M 0.72% +94,047 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,466,452 $78M 0.08% +294,502 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,293,603 $68.8M 0.08% +101,417 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,279,084 $68.1M 0.09% +184,738 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,203,811 $64.1M 0.23% +46,964 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,129,499 $60.1M 4.05% +86,924 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,118,184 $59.5M 0.06% +41,326 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,095,757 $58.3M 1.26% +79,405 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 1,085,709 $57.8M 0.33% +104,032 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,079,921 $57.5M 6.63% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,072,369 $57M 0.13% -279,761 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,079,666 $57M 0.64% -334 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 948,447 $50.5M 0.01% +46,214 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 942,281 $50.1M 0.12% +157,000 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 889,218 $47.3M 11.62% +50,531 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 888,676 $47.3M 1.01% -25,380 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 887,369 $47.2M 9.29% +90,065 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 874,951 $46.6M 0.12% -69,666 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 863,357 $45.9M 2.76% +126,956 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 809,747 $43.1M 10.7% +49,511 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 758,240 $40.4M 0.63% +36,573 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 745,628 $39.7M 0.02% +14,701 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 741,489 $39.5M 0.47% +16,113 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 731,611 $38.9M 0.1% -44,066 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 713,905 $38M 0.04% +414,574 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 707,296 $37.6M 0.06% +61,927 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 703,498 $37.4M 4.1% new 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 $36.2M 0.03% 0 13F-HR Timeline Group Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 638,651 $34M 20.1% +14,005 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 622,121 $33.1M 2.38% +15,718 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 564,705 $30.1M 1.51% +39,204 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 539,525 $28.7M 3.96% -1,140,720 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 519,337 $27.6M 4.65% +5,165 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 521,769 $27.6M <0.01% +46,131 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 517,202 $27.5M 0.04% -113 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 491,205 $26.1M 0.61% +320,763 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 482,095 $25.7M 3.07% +5,232 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 471,470 $25.1M 0.15% -4,898,172 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 466,277 $24.8M 12.17% +35,629 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 449,664 $24M 3.35% +40,623 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 449,962 $23.9M 7.63% +70,370 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 446,969 $23.8M 1.43% +18,681 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 439,655 $23.4M 0.01% +33,630 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 434,896 $23.2M 0.4% -1,090 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 435,224 $23.2M 0.53% +141,200 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 431,965 $23M 0.02% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 419,033 $22.3M 0.03% -31,899 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 417,222 $22.2M 2.42% +17,921 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 405,793 $21.6M 0.68% +15,861 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 400,916 $21.3M 0.26% +154,955 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 395,914 $21.1M 11.38% +11,051 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 385,063 $20.5M 1.08% +27,011 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 373,031 $19.9M 4.56% +15,091 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 368,965 $19.6M 0.23% +28,409 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 335,367 $17.8M 1.49% +7,130 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 329,393 $17.5M 0.05% -20,712 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 322,146 $17.1M 1.07% +11,461 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 321,061 $17.1M 2.15% +2,432 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 316,165 $16.8M 0.01% +5,720 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 306,562 $16.3M 0.73% -5,757 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 306,302 $16.3M 2.51% -50,332 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 300,750 $16.1M 0.36% +58,258 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 288,177 $15.3M 0.02% -5,584 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 287,338 $15.3M 0.06% -65,559 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 272,320 $14.5M 2.29% +6,300 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 262,174 $14M 0.08% +5,123 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 261,475 $13.9M 0.81% -1,443 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 259,994 $13.8M 0.46% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 258,717 $13.8M 0.22% +24,136 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 256,274 $13.6M 2.24% +21,610 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 248,840 $13.2M 0.05% +10,441 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 247,990 $13.2M 0.23% +6,140 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 246,159 $13.1M 0.02% +245,659 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 246,092 $13.1M 3.73% +18,960 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 245,812 $13.1M 1.17% +7,666 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 240,955 $12.8M 0.02% -509,301 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 235,926 $12.6M 0.01% +20,962 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 235,392 $12.5M 0.01% -1,117,752 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 235,309 $12.5M +13,447 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 226,619 $12.1M 0.06% +13,029 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 221,084 $11.8M 0.33% +1,097 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 217,887 $11.6M 0.01% +76,735 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 215,336 $11.5M 0.84% +31,774 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 213,856 $11.4M 7.1% +17,623 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 212,002 $11.3M 0.49% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 208,680 $11.1M 8.23% +80 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 207,922 $11.1M 3.6% +7,460 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 205,027 $10.9M 2.09% +4,575 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 204,709 $10.9M 8.9% +14,498 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 204,702 $10.9M 2.79% +25,590 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 202,131 $10.8M 0.86% -56,460 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 201,866 $10.7M 2.28% +4,826 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 201,494 $10.7M 0.3% -125,182 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 201,243 $10.7M 5.03% -961 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 182,324 $10.5M 3.64% +98,923 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 196,760 $10.5M 0.12% -12,748 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 196,247 $10.4M 0.17% +5,375 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 194,126 $10.3M 0.08% +121,739 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 191,090 $10.2M 0.68% +18,188 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 191,032 $10.2M 0.05% +35,870 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 187,861 $10M 3.9% +20,586 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 187,237 $9.96M 2.36% -130 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 185,668 $9.88M 0.5% +50,472 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 179,487 $9.55M 7.64% +893 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 178,554 $9.5M 0.83% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 176,996 $9.42M 1.33% -4,181 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 173,193 $9.22M 0.01% -60,346 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 171,159 $9.11M 0.53% +5,969 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 170,000 $9.05M 0.01% -93,000 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 168,865 $8.99M 0.28% -59,172 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 168,331 $8.96M 3.14% -1,741 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 167,077 $8.89M 0.05% +4,803 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 166,748 $8.84M 0.06% new 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 163,617 $8.7M 0.01% +14,259 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 162,508 $8.65M 0.29% +9,307 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 157,997 $8.41M 0.04% +120,644 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 157,470 $8.38M 2.57% +7,016 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 155,921 $8.3M 1.17% +587 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 155,091 $8.25M 0.9% -2,082 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 154,070 $8.2M 0.08% +8,151 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 151,821 $8.08M 0.02% -22,245 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 151,454 $8.06M 2.19% +11,616 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 151,188 $8.05M 0.24% +65,207 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 147,879 $7.87M 0.01% +54,345 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 147,727 $7.86M 0.84% -1,020 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 143,443 $7.63M 0.2% +7,557 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 142,842 $7.6M +20,368 Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 139,449 $7.42M 1.28% -82,156 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 137,295 $7.31M 0.01% -9,765 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 134,472 $7.16M 0.09% -682 13F-HR Timeline Group Darrow Company, Inc. More: the full row for Darrow Company, Inc. 131,930 $7.02M 3.16% +630 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 131,045 $6.97M 4.48% +1,149 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 127,384 $6.78M 0.01% new 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 123,019 $6.55M 0.22% -1,760 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 120,827 $6.43M 2% +1,544 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 120,758 $6.43M 1.25% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 118,899 $6.33M 0.26% -3,185 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 117,806 $6.27M 0.02% +89,693 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 117,243 $6.24M 0.3% +4,607 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 116,861 $6.2M 0.06% +13,232 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 114,540 $6.1M 0.39% -1,827 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 114,481 $6.09M 3.25% +557 13F-HR Timeline City State Bank More: the full row for City State Bank 113,210 $6.03M 1.56% +12,225 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 111,323 $5.92M 0.01% +54,147 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 108,835 $5.79M 1.13% +15,904 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 107,937 $5.73M 2.79% -469 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. 106,006 $5.64M 0.76% -1,400 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 100,146 $5.37M 3.89% +77,766 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 100,754 $5.36M 0.18% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 100,209 $5.33M 0.04% +263 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 98,343 $5.19M 2.64% +7,045 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 97,295 $5.18M 0.37% -31,956 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 1.15% 0 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 96,818 $5.15M 1.13% +14,524 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 96,633 $5.14M 0.69% -1,027 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 94,511 $5.03M 0.07% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 94,017 $5M 0.04% +22,419 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 93,587 $4.98M 0.84% +23,008 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 93,262 $4.96M 0.08% +34,200 13F-HR Timeline CVS HEALTH Corp More: the full row for CVS HEALTH Corp 92,750 $4.94M 2.33% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 92,365 $4.92M 0.48% -8,290 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 90,237 $4.8M 0.01% 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 90,210 $4.8M 0.33% -14,436 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 89,454 $4.76M 0.06% -5,400 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 89,264 $4.75M 1.79% +577 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 88,398 $4.7M 0.06% +8,422 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 86,431 $4.6M 0.1% +1,804 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 85,327 $4.54M +281 Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 84,010 $4.47M 1.75% +4,387 13F-HR Timeline