Creative Planning in group Creative Planning More: the full row for Creative Planning 14,212,091 $1.29B 1.21% -679,894 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 13,858,639 $1.25B 4.1% +2,064,842 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,966,149 $1.08B 0.08% -407,483 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/ 10,729,223 $971M 0.09% +441,152 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,543,037 $864M 0.71% +492,425 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,676,078 $786M 0.06% -920,718 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 $779M 3.5% +4,013,382 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,561,435 $775M 2.08% +26,397 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,041,643 $456M 0.61% -623,422 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,696,203 $425M 0.08% +1,178,304 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,537,086 $411M 0.1% -117,408 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,173,632 $378M 0.54% +12,731 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,261,609 $295M 0.63% -86,053 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,252,481 $294M 0.22% +2,669,771 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,841,955 $257M -17,464 Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,763,958 $250M 0.05% +493,609 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 2,052,898 $186M 0.71% +660,946 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,007,756 $182M 0.3% +101,978 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,825,973 $165M 3.46% +66,372 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,749,043 $158M -22,322 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,732,679 $157M 0.06% +83,213 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,624,503 $147M 0.03% -272,541 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,492,829 $135M 0.03% +137,331 13F-HR/A Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,470,551 $133M 0.13% +45,460 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. 1,465,740 $133M 0.16% +564,040 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,352,303 $122M 0.05% -41,555 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,301,799 $118M 2.04% +105,581 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,284,432 $116M 14.18% +39,975 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,271,933 $115M 0.22% +73,614 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,229,683 $111M 23.44% +25,499 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,220,747 $111M 0.06% -68,641 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,201,208 $109M 2.64% +35,062 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,201,208 $109M 2.23% +35,062 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,125,764 $102M 0.17% -13,895 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 957,540 $86.7M +2,279 Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 914,342 $82.8M 0.5% +79,639 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 887,317 $80.3M 0.43% -7,158 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 879,620 $79.6M 0.06% +820,378 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 863,419 $78.2M 0.67% -31,150 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 850,000 $77M 0.17% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 849,687 $76.9M 5.66% -34,820 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 845,100 $76.5M 0.16% -2,513,800 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 844,384 $76.5M 3.15% +8,139 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 832,260 $75.4M 14.39% -290,870 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 817,700 $74M 28.28% +8,253 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 791,535 $71.7M 0.2% -1,577 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 756,475 $68.5M 0.02% -223,340 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 742,320 $67.2M 0.09% -48,243 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 729,831 $66.1M 0.09% +1,241 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 681,058 $61.6M 0.27% -82,874 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 679,651 $61.5M 1.1% +234,489 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 657,152 $59.5M 0.06% +11,830 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 617,938 $55.9M 0.85% +357 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 592,878 $53.7M 0.1% -6,576 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 566,492 $51.3M 0.49% +23,706 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 532,202 $48.2M 0.95% -8,649 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 522,760 $47.3M 3.08% +21,503 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 518,162 $46.9M 0.28% +249,125 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 510,197 $46.2M 14.63% -2,191 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 496,349 $44.9M -10,025 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 489,591 $44.3M 0.11% +10,226 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 462,086 $41.8M 0.58% -12,771 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 446,385 $40.4M 0.6% +7,592 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 445,840 $40.4M 0.9% +38,020 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 431,908 $39.1M 0.5% +93,548 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 430,550 $39M 0.76% +34,700 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 424,756 $38.5M 0.14% +7,366 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 413,208 $37.4M 2.16% +12,443 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 409,447 $37.1M 0.29% +287,218 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 409,309 $37.1M 0.43% +22,005 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 407,441 $36.9M 0.08% -344,000 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 381,335 $34.5M 0.89% +9,375 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 378,298 $34.3M 6.46% +4,440 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 356,772 $32.3M 0.63% +35,120 13F-HR/A Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 355,733 $32.2M 1.84% +4,482 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 348,264 $31.5M 3.21% +8,394 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 332,867 $30.1M 0.06% -10,191 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 330,000 $29.9M 1% +25,719 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 328,338 $29.7M 0.94% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 316,911 $28.7M 3.19% +14,020 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 316,169 $28.6M 0.05% -25,587 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 315,167 $28.5M 0.18% +70,167 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 313,331 $28.4M 0.94% +29,569 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 308,113 $27.9M 0.6% -163,586 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 302,188 $27.4M <0.01% +91,531 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 297,348 $26.9M 3.92% -40,500 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 296,335 $26.8M 0.78% +16,315 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 290,451 $26.3M 0.09% -17,783 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 284,247 $25.7M 0.06% +12,071 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 279,595 $25.3M 3.41% +13,980 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 268,327 $24.3M 2.48% -14,099 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 263,278 $23.8M 0.29% -115,190 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 262,784 $23.8M 2.5% +2,246 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 261,724 $23.7M 4.1% -6,262 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 259,735 $23.5M 1.48% +139 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 257,695 $23.3M 0.06% -3,084 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 257,341 $23.3M 0.39% +142,182 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 255,302 $23.1M -116,453 Timeline Whelan Financial More: the full row for Whelan Financial 252,566 $22.9M 8.89% -423 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 252,278 $22.8M 0.03% +125,220 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 252,083 $22.8M 0.55% +12,527 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 251,998 $22.8M 0.77% +22,790 13F-HR Timeline Gillson Capital LP More: the full row for Gillson Capital LP 251,553 $22.8M 1.94% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 250,767 $22.7M 8.71% +762 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 250,699 $22.7M 1.45% +1,841 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 239,716 $21.7M 7.83% +11,888 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 234,302 $21.2M 2.5% +8,418 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 219,116 $19.8M 1.49% +8,590 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 215,590 $19.5M 3.83% +1,101 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 214,500 $19.4M 0.46% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 213,929 $19.4M 0.29% +19,519 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 213,588 $19.3M 2.18% -11,232 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 211,821 $19.2M 0.02% +19,757 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 211,029 $19.1M 2.33% +12,195 13F-HR Timeline Fairfield University More: the full row for Fairfield University 207,520 $18.8M 9.64% +2,113 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 204,780 $18.5M 4.58% +12,753 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 203,404 $18.4M 4.13% +15,510 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 202,599 $18.3M 2.25% -25,992 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 201,708 $18.3M 3.8% -2,098 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 200,427 $18.1M 5.26% +11,992 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 197,582 $17.9M 3.4% +8,639 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 195,408 $17.7M -16,022 Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 194,788 $17.6M 1.42% +32,770 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 194,145 $17.6M 2.8% +2,771 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 193,738 $17.5M 0.07% -8,370 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 190,709 $17.3M <0.01% -48,975 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 189,065 $17.1M -73 Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 188,746 $17.1M 2.14% +9,427 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 185,580 $16.8M 7.76% +7,349 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 185,183 $16.8M 0.13% -3,122 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 185,038 $16.8M 0.5% -500 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 182,218 $16.5M -4,747 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 180,610 $16.4M 0.02% -558,597 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 179,625 $16.3M 1.51% +184 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 176,306 $16M 1.86% +8,843 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 175,286 $15.9M 4.21% -331 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 175,152 $15.9M 0.99% +2,248 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 167,128 $15.1M 2.18% 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 166,710 $15.1M 0.06% +66,910 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 166,089 $15M 0.1% -3,472 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 165,242 $15M 0.05% -22,398 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 165,195 $15M 3.92% +3,439 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 178,041 $14.9M 11.34% +5,078 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 163,317 $14.8M 0.38% +85,121 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 162,482 $14.7M 0.01% -728 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 161,421 $14.6M -7,903 Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 159,703 $14.5M 4.52% +7,336 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 158,183 $14.3M +3,039 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 156,082 $14.1M 0.02% -4,353 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 155,934 $14.1M 1.36% +16,421 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 155,141 $14M 8.88% +3,076 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 152,920 $13.8M 0.04% +60,698 13F-HR Timeline Group TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 152,845 $13.8M 8.36% -9,295 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 152,656 $13.8M 0.36% -679 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 151,365 $13.7M 0.52% +397 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 151,070 $13.7M 0.01% -4,688 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 151,063 $13.7M 2.75% +3,274 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 150,617 $13.6M 2.81% +3,761 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 149,600 $13.5M 4.36% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 149,186 $13.5M 0.02% -53,084 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 148,700 $13.5M 0.04% +16,348 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 147,207 $13.3M 0.92% -8,617 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 146,797 $13.3M 6.22% +2,186 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 145,486 $13.2M 0.08% -256 13F-HR Timeline Group Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 143,455 $13M 6.9% +12,743 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 142,871 $12.9M 0.01% +5,501 13F-HR Timeline Group Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 142,749 $12.9M 9.28% +4,455 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 141,373 $12.8M 3.01% -1,584 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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