NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,252,076 $1.38B 0.16% +1,504,670 13F-HR Timeline Group Matson Money. Inc. More: the full row for Matson Money. Inc. 15,505,032 $813M 22.65% +616,217 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,710,330 $719M 2.75% +1,989,601 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,595,321 $660M 0.01% -143,787 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,015,306 $524M 0.11% -429,623 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 9,160,330 $480M 4.79% +4,198,077 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,818,356 $462M 0.02% -128,580 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/ 8,281,325 $434M 0.03% -724,977 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,440,442 $390M -181,144 Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 6,840,027 $358M 6.36% 0 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,412,760 $336M 0.04% +280,973 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,086,054 $319M 0.49% +599,762 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,508,239 $289M -1,401 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,506,117 $289M 0.05% +819,867 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,392,728 $230M 0.06% +179,346 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,980,191 $209M 0.03% +182,348 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. 3,934,430 $206M 0.1% +120,430 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,686,427 $193M +632,040 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,525,156 $185M 0.04% +523,311 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,313,324 $174M 2.21% -2,779,151 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,279,401 $172M 0.14% -856,386 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 3,201,864 $168M 5.22% -42,569 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,768,665 $145M 0.18% -207,304 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,508,677 $131M 1.57% +99,678 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,462,123 $129M 0.15% +45,804 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,399,367 $126M 1.48% +319,842 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,330,032 $122M 0.13% -127,537 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,245,918 $118M 0.01% -102,667 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,167,426 $114M 0.37% +212,713 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,116,211 $111M 0.02% -14,151 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 2,028,500 $106M 0.16% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,944,485 $102M 0.21% +348,012 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,902,181 $99.7M 0.1% +73,716 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 1,876,303 $98.3M 10.9% +112,970 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,855,860 $97.3M 1.1% +105,500 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,835,731 $96.2M 0.37% +113,475 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,831,639 $96M 2.33% +10,300 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,704,771 $89.3M 1.18% +148,656 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,695,928 $88.9M 0.15% +4,295 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,656,261 $86.8M 0.75% -278,768 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,594,200 $83.6M 1.95% +45,671 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,571,911 $82.6M 2.3% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,518,855 $79.6M 0.37% +58,599 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,476,104 $77.5M <0.01% -6,762 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,389,346 $72.8M 0.08% +95,919 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,373,167 $72M 23.06% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,334,985 $70M 0.07% -7,653 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,302,960 $68.3M 0.06% -64,059 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,104,802 $57.9M 1.11% +113,561 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,056,853 $55.4M 1.02% +69,121 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,050,207 $55M 2.56% +64,754 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,039,573 $54.5M 1.04% -97 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,019,362 $53.4M 0.06% +330,034 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 987,415 $51.8M 6.52% +174,539 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 923,586 $48.4M 0.14% +132,459 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 908,714 $47.6M 3.5% +37,598 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 902,951 $47.3M 0.09% +76,164 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 897,036 $47M 0.06% -53,822 13F-HR Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 894,272 $46.9M 0.33% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 890,251 $46.7M 0.02% -216,418 13F-HR Timeline Group CVS HEALTH Corp More: the full row for CVS HEALTH Corp 890,000 $46.6M 20.72% +595,600 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 881,726 $46.2M 4.35% +28,638 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 858,952 $45M 0.67% +37,902 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 840,330 $44M 0.48% -5,640 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 840,189 $43.8M 0.07% +110,195 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 815,000 $42.7M 0.02% -172,000 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 801,548 $42M 2.43% +33,025 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 776,458 $40.7M 4.46% +51,547 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 761,949 $39.9M 3.28% +125,355 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 749,535 $39.3M 4.06% +13,837 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 740,410 $38.8M 2.84% +5,965 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 736,226 $38.6M -289,747 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 727,413 $38.1M 0.69% +300,268 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 686,092 $36M 0.55% +30,624 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 674,253 $35.3M 27.33% +24,881 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 664,743 $34.8M 0.05% +17,533 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 663,554 $34.8M 1.27% +61,070 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 662,380 $34.7M 1.16% +399,015 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 609,297 $31.9M 2.37% +29,130 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 596,458 $31M 0.62% +26,696 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 588,685 $30.9M 0.68% +5,756 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 581,391 $30.5M 3.97% -8,152 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 571,644 $30M 0.05% +124,200 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 567,579 $29.7M 0.29% -1,619 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 561,393 $29.4M 1.77% +124,499 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 546,640 $28.6M 0.32% -19,097 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 530,389 $27.8M 0.04% +45,806 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 529,579 $27.8M 0.14% +383,477 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 527,909 $27.7M 3.45% -10,592 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 513,282 $26.9M 0.03% +285,178 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 507,466 $26.6M 0.12% +6,748 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 500,000 $26.2M 22.51% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 495,278 $26M 1.94% +17,921 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 485,916 $25.5M 6.74% +15,654 13F-HR/A Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 480,270 $25.2M 1.97% +6,637 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 479,786 $25.1M 0.31% -10,039 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 478,615 $25.1M 1.53% +3,446 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 469,389 $24.6M 3.56% +29,060 13F-HR Timeline ARCH CAPITAL GROUP LTD. More: the full row for ARCH CAPITAL GROUP LTD. 469,378 $24.6M 8.45% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 465,818 $24.4M 6.44% +18,513 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 465,393 $24.4M 0.56% +125,718 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 444,432 $23.3M 1.25% +16,880 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 437,075 $22.9M 6.8% -2,613 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 424,384 $22.2M 3.63% +10,096 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 421,146 $22.1M <0.01% -98,850 13F-HR Timeline Group Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 411,298 $21.6M 6.7% +32,704 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 410,458 $21.5M 1.3% -22,806 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 398,214 $20.9M 3.2% +34,333 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 385,331 $20.2M 0.3% -6,645 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 384,797 $20.2M 11.16% +38,768 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 383,615 $20.1M 17.58% +273 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 372,097 $19.5M 2.28% +4,649 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 368,663 $19.3M 1.7% +30,593 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 367,800 $19.3M 5.73% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 367,164 $19.2M 0.1% +22,451 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 366,075 $19.2M 0.04% +40,584 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 364,445 $19.1M 0.01% -26,298 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 363,629 $19.1M 1.66% +21,107 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 362,875 $19M 1.01% +5,648 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 360,543 $18.9M 0.13% +57,807 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 355,169 $18.6M 0.06% +8,370 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 350,102 $18.3M 0.12% +4,796 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 330,632 $17.3M 0.49% +2,008 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 327,173 $17.1M 0.09% -187,723 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 325,351 $17.1M 0.09% +120,826 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 324,772 $17M 0.01% +92,086 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 323,646 $17M 0.37% +31,456 13F-HR Timeline Group Johns Hopkins University More: the full row for Johns Hopkins University 321,905 $16.9M 1.13% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 317,095 $16.6M 3.81% +24,103 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 316,610 $16.6M 1.12% +845 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 316,308 $16.6M 0.08% -136,988 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 313,609 $16.4M 1.19% +19,546 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 313,035 $16.4M 1.03% -62,980 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 309,171 $16.2M 0.92% +14,058 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 305,437 $16M <0.01% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 300,671 $15.8M 1.27% +16,074 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 300,000 $15.7M 0.03% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 297,278 $15.6M 0.63% -38,059 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 290,200 $15.2M 0.03% +11,430 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 288,614 $15.1M 0.63% +82,790 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 287,972 $15.1M 2.53% +19,465 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 283,647 $14.9M 2.09% +17,892 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 283,389 $14.9M 0.16% +5,775 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 281,971 $14.8M 0.02% -262,592 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 280,681 $14.7M 0.55% +48,042 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 279,481 $14.6M 2.5% +14,135 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 277,183 $14.5M -11,575 Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 276,838 $14.5M 4.52% +7,658 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 275,229 $14.4M 1.62% +17,973 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 273,721 $14.3M 0.16% -532 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 265,804 $13.9M 1.98% -36,844 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 258,275 $13.5M 0.54% +1,302 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 257,417 $13.5M 0.35% -1,365 13F-HR Timeline Group MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 254,281 $13.3M 5.98% -1,139 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 253,721 $13.3M 6.1% +38,775 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 252,844 $13.3M 7.12% +6,977 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 252,024 $13.2M 2.8% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 250,646 $13.1M 5.13% +44,723 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 248,592 $13M 1.35% -19,102 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 248,395 $13M 0.08% +41,118 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 245,485 $12.9M 0.56% -4,615 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 244,321 $12.8M 0.32% +5,210 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 241,578 $12.7M 0.84% -3,292 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 240,709 $12.6M 0.01% +95,484 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 240,700 $12.6M 8.51% +10,900 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 240,195 $12.6M <0.01% +14,137 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 239,299 $12.6M 0.02% -7,946 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 238,502 $12.5M 0.54% -15,217 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 237,894 $12.5M 0.05% +14,376 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 235,028 $12.3M 1.96% +2,557 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 233,447 $12.2M 3.86% +45,995 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 230,809 $12.1M 0.08% +24,050 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 228,227 $12M 0.04% +31,573 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 227,201 $11.9M 0.81% +13,406 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 227,117 $11.9M 4.49% +22,539 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 217,255 $11.4M 0.3% +2,967 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 208,621 $10.9M 5.45% +2,371 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 203,927 $10.7M 0.16% 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 199,000 $10.4M 1.06% +541 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 195,950 $10.3M 0.02% -31,487 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 194,548 $10.2M 5.07% +3,769 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 193,295 $10.1M 9.79% 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 190,125 $9.96M 3.12% +837 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 189,106 $9.91M 0.59% +10,370 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 188,580 $9.88M 0.85% +4,607 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 187,190 $9.81M 0.57% +584 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 187,185 $9.81M 2.45% -28,246 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 186,679 $9.78M 0.58% +19,736 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 182,382 $9.57M <0.01% +32,334 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 182,189 $9.55M 0.06% -630 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 181,196 $9.5M 1.1% +229 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 180,138 $9.44M 7.16% +5,162 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 179,447 $9.4M 8.03% +4,828 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 178,750 $9.37M 0.98% +10,930 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 166,169 $8.71M 0.01% +30,915 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 164,980 $8.65M 0.37% -1,909 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 162,617 $8.52M 1.69% -8,161 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 161,544 $8.47M 0.99% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 160,754 $8.43M 0.22% -3,545 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 159,641 $8.37M 1.21% +18,209 13F-HR Timeline