Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 965,676 $57.9M 0.24% -245,961 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 963,241 $57.7M 3.55% +60,243 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 963,180 $57.7M 0.85% -27,086 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 962,890 $57.7M 0.28% +48,925 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 960,972 $57.6M 2.68% -25,129 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 960,379 $57.5M 8.15% -8,027 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 957,119 $57.4M 13.22% +20,036 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 938,790 $56.3M 5.31% -17,570 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 932,557 $55.9M 2.35% +96,091 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 930,638 $55.8M 0.34% +16,871 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 929,372 $55.7M 0.51% +6,070 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 928,446 $55.6M 0.66% +91,319 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 914,111 $54.8M 8.99% -60,935 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 910,632 $54.6M 9.11% +9,175 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 908,761 $54.5M 5.51% +8,749 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 902,935 $54.1M +513 Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 898,707 $53.9M 1.08% -11,691 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 891,654 $53.4M 4.99% +5,597 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 883,400 $52.9M 4.83% 0 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 872,210 $52.3M 15.51% +14,511 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 871,051 $52.2M 1.41% -7,643 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 865,398 $51.9M 4.18% +77,968 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 861,844 $51.6M 0.03% +242,882 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 861,478 $51.6M 0.06% -879,640 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 864,096 $51.6M 0.04% +417,307 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 856,134 $51.3M 2.55% +64,424 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 854,355 $51.2M 4.11% +15,757 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 854,251 $51.2M 11.25% -1,525 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 852,641 $51.1M 0.77% -45,176 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 848,705 $50.9M 2.3% +252,059 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 842,842 $50.5M 9.09% -10,329 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 841,850 $50.4M 7.44% +180,659 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 839,455 $50.3M 7.22% -16,499 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 831,278 $50.2M 0.32% +173,421 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 831,601 $49.8M 2.89% +95,574 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 829,853 $49.7M 20.4% -4,189 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 828,115 $49.6M 4.58% +57,887 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 827,367 $49.6M 3.28% +42,388 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 824,701 $49.4M 0.28% +21,243 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 811,858 $48.6M 2.5% +42,601 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 811,537 $48.6M 0.38% -35,287 13F-HR Timeline Group OLIO Financial Planning More: the full row for OLIO Financial Planning 810,999 $48.6M 14.26% +16,957 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 810,673 $48.6M 10.55% +69,670 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 807,888 $48.4M 6.65% +44,495 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 807,767 $48.4M 8.7% -5,890 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 806,377 $48.3M 3.12% +45,115 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 803,012 $48.1M 7.08% -43,609 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 801,245 $48M 0.46% +330,103 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 799,077 $47.9M 2.23% +18,704 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 796,784 $47.7M 6.01% +1,966 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 794,444 $47.6M 8.01% -50,505 13F-HR Timeline Trust Co More: the full row for Trust Co 781,698 $46.8M 4.79% +22,272 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 780,934 $46.8M 2.64% +23,575 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 777,776 $46.6M 19% +50,566 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 775,289 $46.5M 2.56% -48,053 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 775,066 $46.4M 8.03% -3,528 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 770,181 $46.1M 9.72% -941 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 769,114 $46.1M 21.38% +6,130 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 763,835 $45.8M 11.77% +4,445 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 759,289 $45.5M 8.56% +113,040 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 739,114 $45.1M 0.99% +10,396 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 743,881 $44.6M 0.09% -994,370 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 742,961 $44.5M 6.85% +15,918 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 742,816 $44.5M 2.04% +111,446 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 741,006 $44.4M 1.06% -297,839 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 740,868 $44.4M 8.32% +43,665 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 735,807 $44.1M 10.73% +42,982 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 722,165 $43.7M +43,228 Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 728,234 $43.6M 1.78% +3,283 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 726,501 $43.5M 20.51% +13,716 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 725,272 $43.5M 6.8% -55,013 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 722,642 $43.3M 5.87% +16,337 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 719,170 $43.1M 2.48% +16,086 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 717,676 $43M 3.05% +20,898 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 713,768 $42.8M 2.34% -2,134,913 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 701,901 $42.5M 9.53% +116,780 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 698,994 $41.9M 0.24% +80,388 13F-HR/A Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 693,193 $41.5M 9.64% -2,819 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 692,620 $41.5M -26,209 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 692,581 $41.5M 0.63% +42,449 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 692,390 $41.5M 0.79% +10,101 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 690,146 $41.4M 10.05% +5,548 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 687,632 $41.2M 0.09% +36,031 13F-HR Timeline RPTC Inc. More: the full row for RPTC Inc. 681,269 $40.8M 7.13% +3,242 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 678,621 $40.7M 11.62% -15,855 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 665,750 $39.9M 13.49% +3,789 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 665,605 $39.9M 6.12% +6,717 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 664,135 $39.8M 13.65% +12,145 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 662,117 $39.7M 5.29% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 659,897 $39.5M 0.71% +3,146 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 657,023 $39.4M 0.06% +156,855 13F-HR Timeline Group CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 656,898 $39.4M 2.68% -454 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 656,789 $39.4M 8.02% +48,923 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 656,678 $39.3M 7.36% 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 655,602 $39.3M 1.4% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 652,775 $39.1M 16.42% +480,551 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 652,709 $39.1M 3.73% +217,188 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 644,261 $38.6M 13.32% -1,078 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 643,559 $38.6M 2.28% -839 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 640,380 $38.4M 4.4% -5,753 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 639,448 $38.3M 8.45% +52,052 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 638,565 $38.3M -12,023 Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 637,799 $38.2M 3.47% +160,109 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 636,057 $38.1M +95,538 Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 633,560 $38M 3.17% +76,696 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 633,099 $37.9M 4.52% +11,963 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 629,404 $37.7M 2.79% +6,546 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 619,537 $37.1M 11.11% -3,716 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 618,692 $37.1M 5.29% +18,664 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 607,303 $36.4M 8.32% +22,296 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 605,569 $36.3M 1.91% -10,029 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 606,716 $36.2M 1.17% +16,414 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 604,502 $36.2M 0.45% +24,362 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 603,000 $36.1M 4.44% 0 13F-HR Timeline Group Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 602,259 $35.9M 14.6% +10,598 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 599,403 $35.9M 7.37% +4,233 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 591,389 $35.4M 17.55% +239,122 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 586,751 $35.4M 15.93% +30,461 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 587,332 $35.2M 8.56% +8,224 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 582,947 $34.9M 3.98% +15,351 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 580,141 $34.8M 0.39% -4,531 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 579,820 $34.7M 11.15% +27,066 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 579,583 $34.7M 0.02% +504,150 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 578,797 $34.7M 3.28% -24,478 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 577,922 $34.6M 2.82% -47,188 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 577,065 $34.6M 2.88% -8,428 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 573,770 $34.4M 20.27% +16,993 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 572,312 $34.3M 6.7% -5,576 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 571,094 $34.2M 9.16% -239,728 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 569,253 $34.1M 3.22% +78,002 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 564,719 $33.8M 0.43% +5,295 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 564,447 $33.8M 4.47% -4,223 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 560,740 $33.6M 7.9% -12,767 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 560,704 $33.6M 1.42% +9,144 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 556,682 $33.4M 4.24% +34,771 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 554,982 $33.3M 4.59% +81,632 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 550,414 $33M 7.14% +14,439 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 548,847 $32.9M 2.78% +52,143 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 545,067 $32.7M 5.95% +13,676 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 544,694 $32.6M 0.74% +6,256 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 541,165 $32.4M 2.12% +192,558 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 537,915 $32.2M 0.73% +169,792 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 535,360 $32.1M 0.09% +322,357 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 534,688 $32M 12.71% -25,059 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 533,390 $32M 2.17% +38,374 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 532,558 $31.9M 5.15% +506,054 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 531,857 $31.9M 1.91% +16,163 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 531,711 $31.9M 7.35% +35,771 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 525,600 $31.5M 14.31% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 521,542 $31.3M 0.41% +55,579 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 518,717 $31.1M 6.85% -4,255 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 518,194 $31.1M 0.4% +2,471 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 519,033 $31M 0.96% -18,574 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 516,558 $31M 10.46% +12,478 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 515,335 $30.9M 17.38% -88 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 514,382 $30.8M 0.64% +67,984 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 513,814 $30.8M 6.46% -657 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 512,911 $30.7M 0.58% +7,592 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 512,585 $30.7M 5.75% +10,486 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 509,145 $30.5M 1.51% +490,659 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 508,918 $30.5M 7.63% +12,692 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 508,657 $30.5M 0.56% +5,418 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 508,585 $30.5M 1.28% -4,933 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 508,504 $30.5M 0.4% +263,362 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 507,769 $30.4M 0.51% +401 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 502,959 $30.1M 13.6% +5,671 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 502,201 $30.1M 13.31% +4,241 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 500,335 $30M 3.15% +37,409 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 499,325 $29.9M 1.52% +33,586 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 498,619 $29.9M 0.03% -2,885,397 13F-HR Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 497,805 $29.8M 4.9% +101,190 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 495,980 $29.7M 1.49% -3,266 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 493,599 $29.6M 4.99% +68,168 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 492,575 $29.5M 19.21% -11,536 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 490,932 $29.4M 1.72% +4,972 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 489,825 $29.4M 1.68% +24,210 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 489,698 $29.3M 21.98% +2,406 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 485,504 $29.1M 2.16% +6,606 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 484,784 $29M 8.34% +2,477 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 480,191 $28.8M 5.59% +137,155 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 478,246 $28.7M 4.82% -9,834 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 477,826 $28.6M 0.09% +5,303 13F-HR Timeline Group American Trust More: the full row for American Trust 476,705 $28.6M 2.41% +2,485 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 476,461 $28.5M 0.09% -35,340 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 474,822 $28.5M 3.4% -1,492 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 474,667 $28.4M 0.38% +3,151 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 473,695 $28.4M 0.13% -3,084 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 470,986 $28.2M 2.56% -10,420 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 469,844 $28.2M 0.92% +10,313 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 459,967 $28.1M 2.53% -14,470 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 466,447 $27.9M 3.48% +323 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 465,541 $27.9M 0.12% -10,999 13F-HR Timeline Group NDVR, Inc. 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