NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 24,747,406 $1.3B 0.17% +210,601 13F-HR Timeline Group Matson Money. Inc. More: the full row for Matson Money. Inc. 14,888,815 $783M 24% +767,341 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,739,108 $670M 0.01% +882,228 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,720,729 $616M 3.03% +1,203,630 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,444,929 $550M 0.13% -2,752,960 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/ 9,006,302 $473M 0.03% +1,162,839 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,946,936 $470M 0.03% +350,669 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,621,586 $401M +981,091 Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 6,840,027 $360M 5.8% 0 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,131,787 $322M 0.04% -2,973,156 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,092,475 $320M 4.6% +456,944 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,509,640 $290M +556,561 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,486,292 $288M 0.5% +647,578 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 4,962,253 $261M 2.79% -302,944 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,686,250 $246M 0.05% +1,034,716 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,213,382 $221M 0.07% +392,619 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,135,787 $217M 0.2% +648,875 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. 3,814,000 $200M 0.12% +27,264 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 3,797,843 $200M 0.03% -7,295,975 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 3,244,433 $171M 5.67% +183,586 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,054,387 $161M +916,618 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,001,845 $158M 0.04% +13,806 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,975,969 $156M 0.22% +139,002 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,457,569 $129M 0.16% +2,062,569 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,416,319 $127M 0.17% +103,316 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,408,999 $127M 1.89% +86,129 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,348,585 $123M 0.01% -37,080 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,130,362 $112M 0.02% +18,334 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,079,525 $109M 1.5% +143,855 13F-HR Timeline 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 $107M 0.19% +150,000 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,954,713 $103M 0.38% +147,519 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,935,029 $102M 0.93% +93,366 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,828,465 $96.1M 0.1% +58,517 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,821,339 $95.7M 2.6% +19,164 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 1,763,333 $92.7M 11.26% +158,277 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,750,360 $92M 1.13% +8,591 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,722,256 $90.5M 0.51% +149,957 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,691,633 $88.9M 0.18% +81,706 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,596,473 $83.9M 0.23% -30,772 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,571,911 $82.6M 2.27% +196,411 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,556,115 $81.8M 1.27% +187,805 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,548,529 $81.4M 2.11% +47,815 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,482,866 $77.7M 0.01% -1,296,175 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,460,256 $76.8M 0.39% +43,099 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,367,019 $71.9M 0.08% +74,637 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,342,638 $70.6M 0.08% +30,994 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,293,427 $68M 0.08% +42,599 13F-HR Timeline Group SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 1,254,454 $65.9M 2.53% -1,015,546 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,106,669 $58.2M 0.02% +261,278 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,039,670 $54.6M 1.11% -14,588 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,025,973 $53.9M +324,786 Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,007,682 $53M 1.76% +321,501 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 991,241 $52.1M 1.13% +68,765 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 987,732 $51.9M 1.08% +172,446 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 987,000 $51.9M 0.03% -107,500 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 985,453 $51.8M 2.8% +56,469 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 982,165 $51.6M 0.51% +443,959 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 950,858 $50M 0.07% +67,903 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 $47M 0.37% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 871,116 $45.8M 3.66% +29,491 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 853,088 $44.8M 4.62% +12,649 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 845,970 $44.5M 0.53% -8,515 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 826,787 $43.5M 0.11% +30,034 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 821,050 $43.2M 0.75% +41,367 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 812,876 $42.7M 6.67% +119,406 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 791,127 $41.6M 0.17% +27,268 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 768,523 $40.4M 2.66% +39,127 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 735,698 $38.7M 4.27% +61,563 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 734,445 $38.6M 3.12% -34,803 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 729,994 $38.3M 0.08% +56,581 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 724,911 $38.1M 4.65% +64,309 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 689,328 $36.2M 0.05% -193,169 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 655,468 $34.5M 0.62% +369,284 13F-HR/A Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 649,372 $34.1M 28.73% +39,332 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 647,210 $34M 0.06% +22,939 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 636,594 $33.5M 3.17% +71,550 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 602,484 $31.7M 1.3% +50,356 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 589,543 $31M 4.32% -10,625 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 582,929 $30.6M 0.71% +301,365 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 580,167 $30.5M 2.66% +59,661 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 569,762 $30M 0.67% +51,100 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 569,198 $29.9M 0.35% +14,546 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 565,737 $29.7M 0.37% -10,272 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 544,563 $28.6M 0.04% +456,301 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 538,501 $28.3M 3.91% -519,781 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 519,996 $27.3M 0.01% +76,230 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 514,896 $27M 0.17% -49,195 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 508,965 $26.8M 0.26% -18,772 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 500,718 $26.3M 0.14% -17,913 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 489,825 $25.7M 0.33% -22,191 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 484,583 $25.5M 0.04% +97,058 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 477,357 $25.1M 2.09% +2,383 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 475,169 $25M 1.68% -11,586 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 473,633 $24.9M 2.13% +21,165 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 470,262 $24.7M 7.61% +39,420 13F-HR Timeline ARCH CAPITAL GROUP LTD. More: the full row for ARCH CAPITAL GROUP LTD. 469,378 $24.7M 8.5% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 453,296 $23.8M 0.13% +167,860 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 447,444 $23.5M 0.04% +2,523 13F-HR Timeline Group Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 447,305 $23.5M 6.64% +11,432 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 440,329 $23.1M 3.8% +33,799 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 439,688 $23.1M 7.37% +229,504 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 436,894 $23M 1.54% +217,509 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 433,264 $22.8M 1.57% +75,616 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 427,552 $22.5M 1.31% +17,841 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 427,145 $22.5M 0.47% +33,883 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 414,288 $21.8M 3.95% +13,211 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 391,976 $20.6M 0.43% +31,949 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 390,743 $20.5M 0.01% +66,280 13F-HR Timeline Group JBGlobal.com LLC More: the full row for JBGlobal.com LLC 383,342 $20.1M 19.84% +8,211 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 380,829 $20M 5.08% +7,671 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 378,594 $19.9M 7.59% +116,057 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 376,015 $19.8M 1.23% new 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 367,800 $19.3M 6.45% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 367,448 $19.3M 2.35% +9,354 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 363,881 $19.1M 3.37% +19,475 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 357,227 $18.8M 1.06% +8,307 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 346,799 $18.2M 0.05% -8,288 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 346,029 $18.2M 11.76% +105,948 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 345,306 $18.1M 0.14% +5,226 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 344,713 $18.1M 0.09% +9,935 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 342,522 $18M 1.9% +21,979 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 339,675 $17.9M 0.46% +56,270 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 338,070 $17.8M 1.94% +33,650 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 335,337 $17.6M 0.76% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 328,624 $17.3M 0.49% +8,437 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 325,491 $17.1M 0.04% +25,372 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 321,905 $16.9M 1.23% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 315,765 $16.6M 1.32% +263,730 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 302,736 $15.9M 0.45% -616,793 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 302,648 $15.9M 2.52% +8,545 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 300,000 $15.8M 0.03% 0 13F-HR/A Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 295,113 $15.5M 0.99% -84,633 13F-HR Timeline Group CVS HEALTH Corp More: the full row for CVS HEALTH Corp 294,400 $15.5M 7.29% +200,000 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 294,063 $15.5M 1.29% +15,464 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 292,992 $15.4M 3.9% +17,807 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 292,190 $15.4M 0.38% +21,874 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 288,758 $15.2M +14,748 Timeline Betterment LLC More: the full row for Betterment LLC 288,580 $15.2M 0.03% +11,309 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 284,597 $15M 1.34% +18,838 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 283,141 $14.9M -22,063 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 280,976 $14.8M 0.04% +17,086 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 278,770 $14.7M 0.04% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 277,614 $14.6M 0.19% -31,313 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 274,253 $14.4M 0.18% +72,400 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 269,180 $14.2M 5.06% +22,170 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 268,507 $14.1M 2.76% +33,227 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 267,694 $14.1M 1.49% +34,995 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 265,755 $14M 2.21% +26,677 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 265,346 $13.9M 2.73% +7,612 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 265,063 $13.9M 0.22% +16,458 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 263,365 $13.8M 0.52% +41,785 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 258,782 $13.6M 0.39% -252 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 257,256 $13.5M 1.81% +191 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 256,973 $13.5M 0.59% +19,618 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 255,420 $13.4M 6.38% +21,976 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 253,719 $13.3M 0.64% +6,735 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 250,100 $13.1M 0.66% +15,663 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 247,245 $13M 0.02% 13F-HR Timeline Group AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 245,867 $12.9M 8.25% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 244,870 $12.9M 0.84% -1,708 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 239,111 $12.6M 0.35% +8,736 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 232,686 $12.2M 0.01% +92,501 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 232,639 $12.2M 0.64% +17,659 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 232,471 $12.2M 2.1% +34,618 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 232,317 $12.2M 0.95% -10,674 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 229,800 $12.1M 13.95% -14,500 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 228,104 $12M 0.02% -22,312 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 227,437 $12M 0.02% +78,830 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 226,058 $11.9M <0.01% +20,366 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 225,126 $11.8M 0.18% +101,365 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 223,518 $11.7M 0.05% +57,463 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 215,431 $11.3M 3.39% +6,514 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 214,946 $11.3M 5.85% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 214,288 $11.3M 0.32% +361 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 213,795 $11.2M 0.85% +8,671 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 207,277 $10.9M 0.07% +19,011 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 206,759 $10.9M 0.08% -7,316 13F-HR Timeline Group Wealth Forward, LLC More: the full row for Wealth Forward, LLC 206,250 $10.8M 6.12% +2,174 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 205,923 $10.8M 5.17% +196,705 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 205,824 $10.8M 0.5% +6,024 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 204,578 $10.8M 4.45% +5,807 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 204,525 $10.7M 0.06% +21,770 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 187,452 $10.6M 3.69% +76,437 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 199,792 $10.5M 0.01% new 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 198,459 $10.4M 1.17% -6,869 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 196,654 $10.3M 0.04% +12,337 13F-HR/A Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 190,779 $10M 5.97% -946 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 189,288 $9.95M 3.51% +10,492 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 186,606 $9.81M 0.63% +188 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 185,497 $9.75M 0.21% -351,128 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 183,973 $9.67M 0.88% -418 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 182,819 $9.61M 0.07% +2,333 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 180,967 $9.51M 1.22% -32,319 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 178,736 $9.39M 0.6% +2,429 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 174,976 $9.2M 8.04% +661 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 174,619 $9.18M 8.75% +10,128 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 170,778 $8.98M 2.06% +9,251 13F-HR/A Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 170,700 $8.97M 0.06% 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 167,881 $8.82M 0.28% -13,406 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 167,820 $8.82M 1.01% +38,652 13F-HR Timeline