Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 17,590,235 $1.7B 4.05% +711,156 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16,949,846 $1.63B 0.87% +4,118,355 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,196,894 $1.18B 0.69% -363,691 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,163,867 $980M 1.88% +93,687 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,829,110 $948M 0.06% -286,634 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,292,120 $896M 0.05% -487,882 13F-HR Timeline Group State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 8,598,869 $829M 2.83% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,569,539 $743M 0.04% +218,659 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,030,439 $485M 0.53% -490,866 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,918,706 $474M 0.52% +722,085 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,989,579 $385M 0.07% -148,755 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 3,430,993 $331M 0.05% -405 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,358,164 $324M 0.58% -802 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,439,239 $235M 0.21% +76,352 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,331,612 $225M 0.05% +54,607 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,317,565 $223M +61,338 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,286,335 $220M 2.81% +73,850 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,222,799 $214M 0.23% +102,780 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 2,181,157 $210M 0.62% -52,866 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,765,974 $170M 0.02% +17,410 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,754,412 $169M 5.09% +13,004 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,658,675 $160M -33,670 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,609,924 $155M 1.9% +51,246 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,591,558 $153M 0.03% +22,650 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,565,238 $151M -16,445 Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,506,976 $145M 12.75% +58,570 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,502,969 $145M 0.03% +813,491 13F-HR Timeline Group Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,395,282 $135M 22.07% +7,672 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,378,575 $133M 2.52% -14,572 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,378,575 $133M 2.21% -14,572 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,351,459 $130M 0.22% +486,579 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,300,407 $125M 0.01% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,259,888 $121M 0.03% -20,166 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,059,730 $102M 0.08% +198,524 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. 1,027,667 $99.1M 0.05% -9,444 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 937,292 $89.8M 0.15% -13,344 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 896,485 $86.4M 5.23% -125,987 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 853,650 $83.8M 2.75% new 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 857,363 $82.7M 23.47% +7,423 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 842,116 $81.2M 0.03% +201,230 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 831,143 $80.1M 0.74% +29,006 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 781,642 $75.4M 1.32% +21,951 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 775,853 $74.8M 0.33% -5,941 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 771,016 $74.4M +127,459 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 741,178 $71.5M 0.07% +74,860 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 730,166 $70.4M 0.93% +36,496 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 726,100 $70M 0.2% +46,412 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 719,290 $69.4M 0.1% -289,275 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 718,232 $69.3M 0.06% +26,605 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 710,144 $68.5M 0.08% +87,366 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 671,894 $64.8M 1.06% +405,811 13F-HR Timeline TIAA group of 5 filers holding More: the full row for TIAA 662,928 $63.9M +107,236 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 631,341 $60.9M 0.08% -29,470 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 613,696 $59.2M 3.1% +29,401 13F-HR Timeline Pennsylvania State University More: the full row for Pennsylvania State University 592,234 $57.1M 22.98% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 584,158 $56.3M 0.31% -20,878 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 564,978 $54.5M 0.75% +20,415 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 554,237 $53.4M -15,968 Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 524,486 $50.6M <0.01% +267,787 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 523,931 $50.5M 0.03% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 519,210 $50.1M 0.08% +10,135 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 496,800 $47.9M +110,299 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 492,781 $47.5M 0.57% +5,929 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 490,211 $47.3M 0.54% +12,378 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 486,552 $46.9M 0.14% +397,244 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 479,864 $46.3M 0.68% +24,402 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 473,126 $45.6M 0.43% -1,211 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 471,382 $45.5M 0.17% +204,709 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 470,354 $45.4M 0.34% +17,359 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 464,333 $44.8M 2.49% -21,138 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 463,481 $44.7M 2.83% +20,936 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 429,929 $41.5M 0.12% +69,109 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 425,480 $41M 0.06% +8,351 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 424,203 $40.9M 0.51% +10,079 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 414,149 $39.9M 0.05% +5,608 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 399,883 $38.6M 0.03% +1,016 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 399,081 $38.5M 0.2% +153,518 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 433,672 $38.4M 12% -78 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 392,604 $37.9M 0.08% +58,500 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 384,757 $37.1M 0.22% -186,084 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 384,725 $37.1M 1.66% +8,856 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 17,485 $36.1M 4.37% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 361,861 $34.9M 0.34% +11,921 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 352,018 $33.9M 4.78% -6,240 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 351,406 $33.9M +147,387 Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 328,338 $31.7M 1.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 318,158 $30.7M 3.09% +13,909 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 315,651 $30.4M 0.04% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 315,106 $30.4M -88,365 Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 312,740 $30.2M 1.39% +13,124 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 309,861 $29.9M 0.15% -327,767 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 305,846 $29.5M 1.63% +15,882 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 302,072 $29.1M 0.55% +3,715 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 301,372 $29.1M 0.78% -2,141 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 295,599 $28.5M 0.13% -8,278 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 293,151 $28.4M 5.26% +23,436 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 293,410 $28.3M 2.4% +15,501 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 289,502 $27.9M 4.29% +11,306 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 283,000 $27.3M 9.74% +200,000 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 282,369 $27.2M 0.05% +256,634 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 280,100 $27M 0.02% -3,380,500 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 274,051 $26.4M 0.03% -142,725 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 263,601 $25.4M <0.01% -1,358 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 258,648 $24.9M 1.29% -3,732 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 257,749 $24.9M 2.69% +5,412 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 256,816 $24.8M 1.44% +8,084 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 254,989 $24.6M 0.59% -90 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 254,209 $24.5M 2.08% +28,722 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 251,953 $24.3M 1.76% -2,122 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 245,744 $23.7M 6.45% -18,742 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 244,354 $23.6M 2.14% +3,831 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 243,879 $23.5M 3.08% +9,585 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 242,559 $23.4M 3.26% +5,931 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 235,265 $22.7M 1.09% +8,923 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 230,437 $22.2M 7.6% +7,908 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 228,368 $22M 10.11% +11,108 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 224,731 $21.7M 0.12% -2,993 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 222,806 $21.5M 0.46% +12,775 13F-HR Timeline Group Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 219,084 $21.1M 7.13% +10,995 13F-HR Timeline Fairfield University More: the full row for Fairfield University 217,653 $21M 8.5% +1,879 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 208,874 $20.1M 6.13% +7,431 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 198,214 $19.1M 3.4% +895 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 197,512 $19M 4.67% +1,829 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 191,852 $18.5M 1.4% +1,457 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 191,483 $18.5M 0.66% +97,495 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 190,223 $18.3M 2.33% +2,714 13F-HR/A Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 189,599 $18.3M 6.95% +4,345 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 189,317 $18.3M 2.71% +180,941 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 186,503 $18M 2.83% +11,140 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 184,011 $17.7M 0.02% +82,529 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 182,572 $17.6M 1.4% -15,555 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 182,318 $17.6M 0.06% -1,082 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 182,060 $17.6M 0.19% +4,820 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 180,112 $17.4M 3.23% +2,405 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 177,418 $17.1M 0.03% +27,505 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 175,093 $16.9M 2.03% +38,016 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 174,951 $16.9M 0.66% -27,274 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 174,613 $16.8M 2.56% +4,234 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 174,467 $16.8M 0.02% new 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 173,367 $16.7M 0.78% +7,819 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 172,137 $16.6M 0.13% -6,761 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 171,815 $16.6M 1.05% -3,936 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 170,953 $16.5M 0.43% +56,870 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 168,401 $16.2M 0.07% +7,126 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 167,524 $16.2M 4.75% +47,325 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 166,661 $16.1M 8.85% +978 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 163,496 $15.8M 1.27% -1,288 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 161,235 $15.6M 2.36% +3,713 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 160,000 $15.4M 0.02% -540,000 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 159,738 $15.4M <0.01% +23,952 13F-HR Timeline Group University of Illinois Foundation More: the full row for University of Illinois Foundation 159,230 $15.4M 2.74% +51,240 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 156,168 $15.1M 0.16% -2,440 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 155,978 $15M 5.27% -833 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 155,236 $15M 4.21% +8,433 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 153,717 $14.8M 3.45% +2,129 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 153,716 $14.8M 6.3% -4,413 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 153,632 $14.8M 0.31% +2,622 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 148,271 $14.3M 1.56% +52,301 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 146,619 $14.1M 0.54% +6,440 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 145,779 $14.1M 5.06% +6,026 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 145,492 $14M 1.35% -8,886 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 144,002 $13.9M 8.23% +2,788 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 141,551 $13.8M 0.34% +4,390 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 143,539 $13.8M 0.49% -1,405 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 141,261 $13.6M 0.01% 0 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 152,846 $13.6M <0.01% +7,874 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 139,298 $13.4M 2.98% +131 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 136,305 $13.1M 6.88% +14,229 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 132,329 $12.8M 2% +12,663 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 131,992 $12.7M 0.03% +1,578 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 131,842 $12.7M 0.02% +16,052 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. 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More: the full row for Bear Mountain Capital, Inc. 110,199 $10.8M 3.11% +3,321 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 111,254 $10.7M 0.21% -4,994 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 111,195 $10.7M 2.78% +3,879 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 110,974 $10.7M 0.12% +3,380 13F-HR Timeline Group