FIDUCIARY MANAGEMENT INC /WI/ More: the full row for FIDUCIARY MANAGEMENT INC /WI/ 7,463,450 $179M 1.72% -52,287 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 4,496,353 $108M 0.02% +100,258 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,424,738 $58.1M <0.01% -2,748,493 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,417,141 $58M <0.01% +185,538 13F-HR Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 1,850,995 $44.4M 0.7% +319,183 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,778,740 $42.7M 0.01% +88,338 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 1,530,918 $36.7M 0.33% +538,715 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,385,672 $33.2M <0.01% -2,211,255 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,361,894 $32.7M +34,360 Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,323,668 $31.7M 0.11% -432,379 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,091,724 $26.2M 0.44% +26,499 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 911,455 $21.9M 0.68% -1,872 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 872,646 $20.9M 0.25% +21,898 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 828,024 $19.9M <0.01% -18,229 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/ 662,182 $15.9M <0.01% -468,857 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 555,645 $13.3M <0.01% +36,277 13F-HR Timeline Group INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 505,507 $12.1M 4.09% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 382,695 $9.18M <0.01% +112,866 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 381,406 $9.15M 0.01% +39,841 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 368,074 $8.83M 0.01% -114,679 13F-HR Timeline Group SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 366,361 $8.79M 1.26% +11,053 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 364,658 $8.74M 0.02% +27,188 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 354,779 $8.51M 0.03% +19,875 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 313,594 $7.52M <0.01% +30,636 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 287,126 $6.88M 0.01% -431,143 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 261,784 $6.28M +205,216 Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 256,051 $6.14M <0.01% -12,359 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 249,145 $5.97M <0.01% -181,365 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 240,461 $5.77M 0.66% +139,353 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 225,616 $5.41M 0.15% +183,444 13F-HR Timeline Group Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 221,687 $5.32M 1.31% +871 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 220,668 $5.29M 0.01% +76,487 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 200,980 $4.82M 0.13% -267,009 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 189,720 $4.55M 0.05% +24,931 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 185,460 $4.45M <0.01% -14,180 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 184,926 $4.43M <0.01% -848,210 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 184,554 $4.43M <0.01% -5,756 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 158,105 $3.79M 0.02% -2,725 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 156,965 $3.76M 0.29% -414,571 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 144,223 $3.46M 0.01% +40,199 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 126,463 $3.03M 0.04% 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 109,133 $2.88M 0.73% +3,948 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 110,522 $2.65M <0.01% -10,108 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 109,008 $2.61M 0.02% -33,587 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 104,855 $2.51M <0.01% -4,976 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 104,265 $2.5M 0.04% +158 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 102,122 $2.45M <0.01% +14,215 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 101,095 $2.42M 0.6% -1,325 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 96,050 $2.3M 0.82% +49,919 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 95,255 $2.28M 0.29% -14,745 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 93,247 $2.24M 0.78% +36,790 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 87,616 $2.1M <0.01% +32,180 13F-HR Timeline Group BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 86,961 $2.09M 0.68% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 83,736 $2.01M 0.38% +4,574 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 80,501 $1.93M <0.01% -266 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 69,321 $1.84M 0.03% +6,842 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 76,880 $1.84M <0.01% -610 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 76,347 $1.83M 0.01% +293 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 76,232 $1.83M 0.03% -49,744 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 75,507 $1.81M 0.54% +6,602 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 74,811 $1.79M <0.01% +2,535 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 73,233 $1.77M <0.01% -26,907 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 72,798 $1.75M 0.03% +4,937 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 72,317 $1.73M 0.09% -1,168 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 66,119 $1.59M <0.01% +26,757 13F-HR/A Timeline Group Benin Management CORP More: the full row for Benin Management CORP 65,956 $1.58M 0.41% +2,676 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 62,878 $1.51M -9 Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 61,881 $1.48M 0.05% +43,831 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 59,001 $1.41M 0.36% +2,989 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,356 $1.38M <0.01% -3,956 13F-HR 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 55,740 $1.34M <0.01% -3,504 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 55,287 $1.33M 0.05% -108,989 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 55,091 $1.32M <0.01% +46,240 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 52,610 $1.26M 0.01% +6,978 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 49,447 $1.19M <0.01% -18,284 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 48,037 $1.15M 0.08% +989 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 47,721 $1.14M 0.05% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 47,299 $1.13M <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 47,264 $1.13M <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,711 $1.07M <0.01% -3,380 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 44,338 $1.06M <0.01% -260,409 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 43,468 $1.04M 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 43,378 $1.04M <0.01% -2,064 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 41,932 $1.01M <0.01% -1,600 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 38,992 $935K <0.01% -410 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 38,951 $934K 0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 38,549 $924K 0.01% +4,887 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 38,157 $915K 0.01% +857 13F-HR/A Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 37,469 $899K 0.01% -5,735 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 36,935 $886K 0.39% +1,957 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 36,326 $871K <0.01% -35,413 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 34,847 $841K 0.02% -1,497 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 34,652 $831K 0.25% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 33,591 $805K 0.02% -98,514 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 32,301 $775K <0.01% +2,315 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,188 $729K <0.01% +6,951 13F-HR/A Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 29,421 $706K 0.03% +19,840 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 29,306 $703K <0.01% +388 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 27,712 $665K <0.01% -2,768 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 27,390 $657K 0.03% +6,648 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 27,103 $650K 0.01% -7,933 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 26,619 $638K 0.05% +5,293 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 25,759 $618K 0.02% -3,897 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,667 $615K 0.01% +12,872 13F-HR Timeline Group Harrington Investments, INC More: the full row for Harrington Investments, INC 25,270 $606K 0.32% +945 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 25,215 $605K 0.01% -1,127 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 24,718 $593K 0.17% +1,003 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 24,550 $589K 0.07% -2,135 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 24,266 $582K 0.02% +15,093 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 24,128 $579K 0.01% +5,006 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,125 $555K <0.01% -4,750 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23,003 $552K <0.01% +2,732 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,183 $532K <0.01% +5,173 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,135 $531K <0.01% -2,962 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21,626 $518K 0.04% +8,273 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 21,418 $514K <0.01% +2,035 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 20,978 $503K <0.01% +5,267 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 20,602 $494K 0.04% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,517 $492K 0.01% +1,707 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 20,195 $484K 0.23% +818 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,847 $476K 0.01% +11,515 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 19,321 $463K <0.01% -5,667 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 18,807 $451K 0.06% new 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 18,398 $441K 0.25% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,886 $429K <0.01% +7,343 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 17,865 $428K 0.04% -1,266 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 17,525 $420K 0.01% +8,650 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 17,165 $412K 0.1% +695 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 16,839 $404K 0.33% -1,558 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 16,771 $402K 0.19% +573 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 16,550 $397K 0.09% +663 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,701 $377K 0.02% 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 15,627 $375K 0.02% -16,614 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,614 $374K <0.01% -1,589 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15,555 $373K <0.01% +124 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 15,245 $366K 0.01% new 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,163 $364K <0.01% +1,717 13F-HR/A Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 14,789 $355K 0.03% -3,867 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 14,585 $350K 0.1% -583 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,524 $348K <0.01% -6 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,272 $342K <0.01% +1,819 13F-HR Timeline Group XY Capital Ltd More: the full row for XY Capital Ltd 14,100 $338K 0.23% +2,837 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 13,699 $329K <0.01% 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 13,532 $324K 0.03% -44 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 12,866 $309K 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,864 $308K <0.01% +301 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,556 $301K 0.01% +4,326 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,455 $299K <0.01% -649 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 12,282 $295K 0.08% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,232 $293K 0.04% +1,523 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,217 $293K 0.02% -1,572 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 12,173 $292K 0.17% +564 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,044 $289K <0.01% new 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,808 $286K 0.02% +328 13F-HR Timeline Group KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 11,259 $270K 0.27% +457 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,196 $268K 0.04% +4,120 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 11,153 $267K <0.01% +665 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 11,114 $267K 0.02% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 11,132 $267K 0.06% -306 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,893 $261K 0.06% +61 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 10,868 $261K 0.13% +508 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,771 $258K <0.01% +2,460 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,726 $257K <0.01% +662 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,684 $256K <0.01% -335 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,682 $256K 0.01% +893 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,438 $250K 0.01% -965 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,137 $243K <0.01% -1,566 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,084 $238K 0.01% +1 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 9,740 $234K <0.01% +1,147 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,731 $233K <0.01% -685 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,298 $223K 0.02% -153 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,893 $221K 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,185 $220K 0.01% +317 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,824 $215K 0.01% +3,517 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,816 $211K 0.01% +76 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. 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