NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 132,655,367 $8.66B +2,458,940 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 67,916,121 $4.43B 0.33% +35,513 13F-HR/A Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 55,547,436 $3.63B 0.65% -4,425,514 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 52,504,470 $3.43B 0.7% +2,427,059 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 41,579,695 $2.71B 0.14% +4,907,673 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 38,660,423 $2.52B 0.81% -59,375 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 37,043,045 $2.42B 0.15% +86,338 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 35,042,767 $2.29B -48,451 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,327,948 $1.85B 0.27% +1,444,149 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 27,717,607 $1.81B 0.53% +1,758,095 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 25,439,613 $1.66B 0.03% -142,181 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 23,746,619 $1.55B 0.28% -2,841,607 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,218,270 $1.52B 0.19% +525,952 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 23,139,623 $1.51B +661,607 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16,397,195 $1.07B 0.07% -1,013,854 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,630,513 $1.02B 0.62% +17,936 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 15,439,494 $1.01B 7.3% +26,659 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,918,070 $974M 5.09% +96,748 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,356,821 $937M 1.21% +395,341 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 13,115,309 $856M 6.73% +574,735 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,444,439 $616M 4.01% +336,901 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,425,258 $615M 0.83% +521,416 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,302,044 $607M 2.13% +260,923 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,958,861 $585M 0.13% -885,544 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,299,757 $542M 1.03% -193,559 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 7,838,358 $512M 12.21% -548,113 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 7,838,358 $512M 10.32% -548,113 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,766,194 $507M 0.58% +296,329 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,969,517 $455M 1.74% -75,084 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,566,434 $429M 0.18% +52,777 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,533,589 $427M 2.73% +981,809 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,145,989 $401M 0.27% +671,191 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,796,032 $378M 0.49% -243,275 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,623,795 $367M -5,175 Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,344,887 $349M 9.45% -55,133 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,315,179 $347M 2.17% +21,521 13F-HR Timeline Starboard Value LP in group Starboard Value LP More: the full row for Starboard Value LP 5,250,656 $343M 6.45% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,175,218 $338M 0.4% -37,113 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,992,224 $326M 0.53% +585,414 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 4,787,999 $312M 0.24% -12,761 13F-HR Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 4,555,207 $297M 3.44% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,443,042 $290M 3.71% -138,424 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,242,363 $277M 5.39% +5,264 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,697,841 $241M 5.5% +65,084 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,452,453 $225M 0.36% -21,252 13F-HR Timeline Group Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 3,443,158 $225M -144,059 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,401,972 $222M 0.26% +827,958 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,224,893 $210M 3.68% +21,490 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,152,906 $206M 2.82% +43,437 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,036,938 $198M 0.53% -196,493 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 3,034,013 $198M -146,415 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,930,862 $191M 0.27% +585,537 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,904,799 $190M 1.09% +1,697,094 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,454,429 $185M 0.29% -6,749,951 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,786,153 $182M 3.74% +45,175 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,780,962 $181M 0.68% -18,816 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,602,981 $170M 0.26% -9,003 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,573,761 $168M 1.52% +178 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,480,468 $162M 3.05% +370 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,401,042 $157M 0.14% +53,772 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,400,500 $157M 0.31% +12,173 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,341,429 $153M 6.6% +137,800 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,302,038 $150M 0.25% +1,622,736 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,260,853 $148M 1.34% -16,914 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,260,253 $148M 5.19% -8,571 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,237,996 $146M 0.3% +23,385 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,162,876 $141M 4.64% -22,767 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,122,368 $139M +159,355 Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,082,739 $136M 0.6% +31,526 13F-HR/A Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,053,286 $134M 6.95% -4,589 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,912,478 $125M 1.84% -202,303 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,885,632 $123M 5.46% -250,315 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,872,038 $122M 8.85% +64,153 13F-HR Timeline SWF LLC More: the full row for SWF LLC 1,868,846 $122M 12.5% 0 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,837,311 $120M -64,792 Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,834,894 $120M 1.36% -26,371 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,827,328 $119M 2.8% -789,883 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,811,634 $119M 1.36% +41,190 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,772,453 $116M 3.28% +42,995 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,711,617 $112M 2.35% +19,679 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,707,385 $111M 0.89% +63,465 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,684,649 $110M 1.65% -20,738 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,649,266 $108M 6% -391,757 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,635,815 $107M 1.6% +83,052 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,689,031 $105M 5.32% +115,031 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,590,268 $104M 4.47% +2,548 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,505,000 $98.2M 4.59% -635,000 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,498,721 $97.8M 5.4% +2,113 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,488,531 $97.1M 7.03% +30,630 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,465,102 $95.6M 0.08% +532,646 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 1,450,910 $94.7M 7.92% +69,741 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,444,799 $94.3M 4.76% +46,972 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,441,736 $94.1M 0.32% -131,971 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,421,987 $92.8M <0.01% -36,186 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 1,415,388 $92.4M 15.16% +57,285 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,415,322 $92.4M 0.14% +67,424 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,401,727 $91.5M +35,208 Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,375,897 $89.8M 5.29% -12,915 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,374,702 $89.7M 6.44% +35,272 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,374,471 $89.7M 6.1% +50,813 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,364,354 $89M 11.17% +66,216 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,282,890 $83.7M 4.62% +6,621 13F-HR Timeline STATE OF MICHIGAN RETIREMENT SYSTEM More: the full row for STATE OF MICHIGAN RETIREMENT SYSTEM 1,282,810 $83.7M 0.4% -68,700 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,268,564 $82.8M 10.63% +7,191 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,267,480 $82.7M 1.88% +41,291 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,264,927 $82.5M 5.19% -40,393 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,253,915 $81.8M 0.6% +9,860 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,241,548 $81M 6.91% -12,159 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,217,105 $79.4M +37,111 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,213,713 $79.2M 0.19% +34,125 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,170,494 $76.4M 1.06% +2,107 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,158,479 $76.2M 1.62% +154,050 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,147,070 $74.9M 0.02% +25,866 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,139,147 $74.3M 14% -23,298 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 1,136,606 $74.2M -56,790 Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,109,335 $72.4M 3.84% -71,480 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,088,814 $71.1M 0.2% +481 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,083,629 $70.7M 10.38% -58,293 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,071,574 $69.9M 0.94% +5,445 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,053,260 $68.7M 10.12% -48,916 13F-HR/A Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 1,043,500 $68.1M 0.12% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,040,095 $67.9M 2.56% +49,239 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,035,714 $67.6M 1.86% +8,297 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,028,293 $67.1M 0.33% -55,152 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 996,869 $65.1M 3.99% -14,189 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 988,094 $64.5M 5.37% +11,248 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,033,266 $64.4M 5.9% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 986,051 $64.3M +138,970 Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 985,828 $64.3M 3.18% -4,674 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 945,024 $61.7M 0.9% +4,922 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 931,501 $60.8M 0.05% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 927,418 $60.5M 1.28% +65,139 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 927,188 $60.5M 0.25% +498,116 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 920,049 $60M 0.78% +3,779 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 905,814 $59.5M 1.56% +7,138 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 906,713 $59.4M 6.47% +49,860 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 901,549 $58.8M 5.61% +23,614 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 901,358 $58.8M 0.59% +6,464 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 899,150 $58.7M 4.02% +1,875 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 867,428 $56.6M 30.54% +6,949 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 865,771 $56.5M 5.78% -7,881 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 852,607 $55.6M 11.07% -4,988 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 838,386 $54.7M 6.46% +11,804 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 835,785 $54.5M 2.36% +59,555 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 832,346 $54.3M 4.75% +11,797 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 823,943 $53.8M 6.3% +1,081 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 820,678 $53.6M 0.62% -15,036 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 818,086 $53.4M 14.75% +12,847 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 812,702 $53M 0.7% +41,290 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 811,947 $53M 4.19% +19,293 13F-HR Timeline American Trust More: the full row for American Trust 791,410 $51.6M 4.36% +8,669 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 783,300 $51.1M 4.64% -4,209 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 780,801 $51M 2.36% +16,173 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 773,965 $50.5M 3.33% -6,505 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 773,050 $50.4M 4.02% +9,985 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 753,817 $49.2M 4.22% +64,974 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 752,695 $49.1M 0.89% -3,446 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 752,378 $49.1M 1.25% -40,364 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 742,372 $48.4M 2.82% +46,214 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 732,337 $47.8M 0.86% +60,565 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 727,375 $47.5M 5.3% +19,972 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 712,277 $46.5M 7.32% +344,784 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 712,194 $46.5M 13.25% -12,331 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 704,170 $46M 4.22% -85,948 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 702,999 $45.9M 9.31% +12,821 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 695,193 $45.4M 2.65% +62 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 691,076 $45.1M 1.47% +28,737 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 686,249 $44.8M 6.02% -38,920 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 683,820 $44.6M 3.3% +572 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 676,893 $44.2M 0.13% -39,284 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 667,932 $43.6M 3.33% -509,298 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 666,776 $43.5M 0.06% +42,983 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 663,358 $43.3M 4.13% +1,267 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 660,190 $43.1M 2.78% +1,117 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 650,995 $42.5M 0.11% -28,171 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 645,313 $42.1M 3.5% -2,686 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 644,944 $42.1M 0.51% -3,734 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 632,508 $41.3M 0.35% +2,986 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 631,358 $41.2M 0.13% +7,178 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 630,268 $41.1M 4.94% +40,301 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 629,255 $41.1M 8.06% -26,131 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 628,900 $41M 3.05% -38,658 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 626,053 $40.9M 0.45% -42,976 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 624,959 $40.8M 4.66% -22,598 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 643,768 $40.8M 18.68% +4,730 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 616,116 $40.2M 4.7% -164,391 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 607,434 $39.6M 2.13% -19,756 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 603,101 $39.4M 2.67% +20,190 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 600,487 $39.2M 1.66% -19,929 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 599,701 $39.1M 0.88% +61,460 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 599,496 $39.1M 0.15% +57,954 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 597,364 $39M 0.28% -71,743 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 590,901 $38.6M 2.06% +574,599 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 588,983 $38.4M 0.17% -11,055 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 587,457 $38.3M 1.97% -18,946 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 580,927 $37.9M 0.05% -30,876 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 572,742 $37.4M 3.16% +6,539 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 565,401 $36.9M 2.47% -7,205 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 560,803 $36.6M 2.11% +12,487 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 558,021 $36.4M 5.38% +24,879 13F-HR Timeline