Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 14,436,154 $1.29B 3.85% +577,515 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,676,143 $1.22B 1.04% -535,948 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/ 10,178,006 $906M 0.07% -551,217 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,113,178 $901M 0.66% +570,141 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,713,083 $865M 0.06% -2,253,066 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,778,198 $782M 2.01% +216,763 13F-HR Timeline 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 $766M 2.97% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,037,129 $716M 0.05% -638,949 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,051,917 $450M 0.57% +10,274 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,350,706 $387M 0.09% -186,380 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,256,152 $379M 0.49% +82,520 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,943,457 $351M 0.06% -752,746 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,285,391 $293M 0.58% +23,782 13F-HR 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 2,772,100 $247M 0.05% +8,142 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,388,395 $213M -453,560 Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 2,111,185 $188M 0.67% +58,287 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,095,564 $187M 0.06% +362,885 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,986,264 $177M 0.26% -21,492 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,876,350 $167M 2.94% +50,377 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,841,996 $164M +217,493 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,606,565 $143M 0.13% +136,014 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,592,905 $142M 0.01% +1,402,196 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,587,570 $141M -161,473 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,404,960 $125M 0.02% -87,869 13F-HR/A Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,378,736 $123M 1.85% +76,937 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,356,741 $121M 0.04% +4,438 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,267,394 $113M 12.39% -17,038 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,234,677 $110M 21.71% +4,994 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,208,803 $108M 0.18% -63,130 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,205,350 $107M 0.07% -15,397 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,174,363 $105M 2.52% -26,845 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,174,363 $105M 2.11% -26,845 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,110,314 $98.9M 0.13% -15,450 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,064,081 $94.8M 0.07% +184,461 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,046,098 $93.2M 0.07% -2,206,383 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,001,170 $89.2M 4.59% +941,151 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 936,792 $83.4M 0.46% +22,450 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 875,642 $78M 0.39% 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 856,608 $76.3M 2.83% +12,224 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 850,000 $75.7M 0.15% 0 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 840,610 $74.9M 14.13% +8,350 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 832,470 $74.1M 0.18% +40,935 13F-HR Timeline Group Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 825,347 $73.5M 27.69% +7,647 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 789,646 $70.3M 0.57% -73,773 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 747,315 $66.6M 0.09% +17,484 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 732,489 $65.2M 0.08% -9,831 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 838,866 $64.9M 0.26% +157,808 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 680,300 $60.6M 0.13% -164,800 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 674,994 $60.1M -282,546 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 658,175 $58.7M 0.01% -98,300 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 657,771 $58.6M 0.06% +619 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 629,800 $56.1M 0.1% +36,922 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 596,696 $53.1M 0.74% 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 583,837 $52M 0.05% -881,903 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 580,867 $51.7M 0.45% +14,375 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 568,828 $50.7M 3.44% -280,859 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 551,718 $49.1M 2.93% +28,958 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 529,923 $47.2M +33,574 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 507,095 $45.2M 0.73% -25,107 13F-HR Timeline Group Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 499,595 $44.8M 13.95% -10,602 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 494,688 $44.1M 0.25% -23,474 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 481,748 $43.3M 0.09% -7,843 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 461,883 $41.2M 0.07% +54,442 13F-HR/A Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 461,305 $41.1M 0.74% +30,755 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 446,208 $39.7M 0.47% -15,878 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 443,775 $39.5M 0.68% +87,003 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 439,840 $39.2M 0.43% +7,932 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 432,617 $38.5M 2.05% +19,409 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 425,913 $37.9M 0.54% -20,472 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 401,571 $35.8M 0.12% -23,185 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 392,598 $35M 0.24% -16,849 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 387,069 $34.5M 0.78% +5,734 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 383,482 $34.2M 0.08% +99,235 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 379,853 $33.8M 6.01% +1,555 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 377,695 $33.6M 0.33% +320,399 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 369,145 $32.9M 0.44% -40,164 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 360,192 $32.1M 0.97% +30,192 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 345,582 $30.8M 1.65% -10,151 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 338,312 $30.1M 3.05% +21,401 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 328,338 $29.2M 0.82% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 325,849 $29M 2.87% +63,065 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 325,786 $29M 2.72% -22,478 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 323,666 $28.8M 0.05% -9,201 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 316,334 $28.2M +61,032 Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 315,178 $28.1M 0.87% +1,847 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 306,015 $27.3M +116,950 Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 305,984 $27.3M 0.73% +9,649 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 293,565 $26.4M 0.04% -22,604 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 286,220 $25.5M 0.1% +92,482 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 285,678 $25.4M 3.02% +6,083 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 275,976 $24.6M 0.51% +23,893 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 267,431 $23.8M 0.3% -412,220 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 266,231 $23.7M 0.05% +8,536 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 263,403 $23.5M <0.01% -38,785 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 260,707 $23.2M 1.57% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 258,238 $23M 1.33% -1,497 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 254,697 $22.7M 8.2% +2,131 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 250,590 $22.3M 7.33% +10,874 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 250,429 $22.3M 1.29% -270 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 249,911 $22.3M 0.67% -2,087 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 249,157 $22.2M 0.07% -41,294 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 244,610 $21.8M 7.86% -6,157 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 242,827 $21.6M 2.41% +8,525 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 230,808 $20.6M 4.21% +27,404 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 226,989 $20.2M 1.4% +7,873 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 223,781 $20M 3.66% -37,943 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 219,340 $19.5M 0.27% +5,411 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 216,341 $19.3M 4.25% +11,561 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 215,562 $19.2M 2.11% +4,533 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 212,035 $18.9M 0.01% +214 13F-HR/A Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 210,565 $18.8M 2.14% +7,966 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 208,194 $18.7M 4.77% +7,767 13F-HR Timeline Fairfield University More: the full row for Fairfield University 209,555 $18.7M 10.3% +2,035 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 209,468 $18.7M 0.42% -98,645 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 209,201 $18.6M 1.38% +14,413 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 208,246 $18.5M 3.61% +6,538 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 201,828 $18M 2.62% +7,683 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 201,578 $18M 1.77% -12,010 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 201,542 $17.9M 3.09% +3,960 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 200,677 $17.9M 0.87% +96,253 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 195,605 $17.4M 1.8% +168,554 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 195,424 $17.4M 1.53% -72,903 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 194,240 $17.3M -1,168 Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 191,329 $17M 3.48% -24,261 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 188,467 $16.8M 0.44% +3,429 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 185,434 $16.5M 0.09% +39,948 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 184,166 $16.4M 0.11% -1,017 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 183,906 $16.4M 10.79% +5,865 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 180,051 $16M 1.4% +426 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 178,289 $15.9M 0.92% +3,137 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 177,656 $15.8M -4,562 Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 175,828 $15.7M 1.65% -478 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 174,231 $15.5M 4.21% -1,055 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 14,049,783 $15.5M 0.96% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 169,548 $15.1M 3.56% +4,353 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 169,449 $15.1M 0.01% +18,379 13F-HR Timeline Group Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 167,957 $15M 7% +24,502 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 165,852 $14.8M 1.96% -1,276 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 159,985 $14.2M +1,802 Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 159,229 $14.2M 7.61% +4,088 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 158,312 $14.1M 0.08% -7,777 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 156,803 $14M 0.28% -6,514 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 156,779 $14M 0.04% +8,079 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 156,634 $13.9M 0.04% -8,608 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 155,628 $13.9M 2.71% +5,011 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 155,335 $13.8M 6.01% -30,245 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 153,662 $13.7M 0.32% +1,006 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 153,422 $13.7M 0.02% -2,660 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 153,331 $13.7M 2.52% +2,268 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 153,196 $13.6M 1.16% -2,738 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 150,479 $13.4M 0.84% +3,272 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 147,167 $13.1M 5.62% +370 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 145,051 $12.9M 8.68% +2,302 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 144,576 $12.9M 2.94% +4,607 13F-HR/A Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 143,056 $12.7M 7.03% -9,789 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 142,690 $12.7M 0.05% -24,020 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 142,181 $12.7M -19,240 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 140,428 $12.5M 0.1% +5,910 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 139,346 $12.4M <0.01% -23,136 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 138,725 $12.4M 0.5% -118,616 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 135,044 $12M 0.06% -2,371 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 134,774 $12M 0.01% -117,504 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 134,640 $12M 0.02% -14,546 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 134,073 $11.9M 3.37% -25,630 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 133,772 $11.9M 1.83% +1,300 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 132,000 $11.8M 0.01% -10,871 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 131,564 $11.7M 0.41% -4,929 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 130,239 $11.6M 0.01% new 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 128,808 $11.5M <0.01% +294 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 128,681 $11.5M 1.09% +5,943 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 128,495 $11.4M 2.39% +6,550 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 126,729 $11.3M 0.51% -11,165 13F-HR Timeline Group Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 125,583 $11.2M 8% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 125,111 $11.1M 0.65% +96,053 13F-HR/A Timeline Plancorp, LLC More: the full row for Plancorp, LLC 124,957 $11.1M 0.39% +332 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 124,098 $11.1M 0.52% +3,148 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 124,004 $11M 4.27% +7,704 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 123,937 $11M 1.38% +35,479 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 122,957 $11M 0.05% -780 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 121,725 $10.8M 6.86% +4,255 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 119,533 $10.6M 2.94% +2,063 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 118,972 $10.6M 4.18% +2,548 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 117,969 $10.5M 0.13% -666 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 117,904 $10.5M 0.76% -2,375 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 116,987 $10.4M 0.24% -146,291 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 116,842 $10.4M 2.27% -24,531 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 116,717 $10.4M 0.9% +109,340 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 116,358 $10.4M 3.2% -284 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 115,773 $10.3M 4.98% +965 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 112,638 $10M 0.35% -38,727 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 112,470 $10M 0.02% +22,010 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 112,080 $9.98M 7.22% +1,037 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 110,151 $9.81M 6.4% +4,357 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 109,959 $9.78M 0.34% +1,852 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 109,643 $9.76M 2.3% -1,855 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 109,117 $9.72M 4.06% -930 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 108,257 $9.64M 0.46% -3,828 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 108,099 $9.63M 0.21% +20,917 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 104,229 $9.28M 0.8% -4,349 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 104,066 $9.27M 4.01% -2,332 13F-HR Timeline