Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 15,016,360 $1.37B 3.81% +580,206 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 13,258,724 $1.21B 0.93% -417,419 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,960,194 $1B 0.67% +847,016 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/ 10,120,931 $925M 0.07% -57,075 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,778,335 $894M 0.05% +65,252 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,343,853 $854M 2.01% +565,655 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 $786M 2.89% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,535,135 $780M 0.05% +498,006 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,176,306 $473M 0.56% +124,389 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,680,225 $428M 0.51% +424,073 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,322,269 $395M 0.08% -28,437 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,317,631 $303M 0.58% +32,240 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,886,217 $264M 0.04% -1,057,240 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 2,680,129 $245M 0.04% -91,971 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 2,401,823 $220M 0.73% +290,638 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,240,274 $205M 0.06% +144,710 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,231,618 $204M -156,777 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,035,927 $186M 0.22% +827,124 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,991,438 $182M 0.24% +5,174 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,985,217 $181M 2.89% +108,867 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,905,764 $174M +63,768 Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,623,190 $148M 5.22% +766,582 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,584,208 $145M 0.12% -22,357 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,546,153 $141M -41,417 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,467,396 $134M 1.86% +88,660 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,456,589 $133M 0.1% +410,491 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,449,498 $133M 0.02% +44,538 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,403,546 $128M 0.04% +46,805 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,304,029 $119M 12.16% +36,635 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,245,704 $114M 21.01% +11,027 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 1,223,000 $112M 0.2% +542,700 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,195,946 $109M 0.07% -9,404 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,174,363 $107M 2.56% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,174,363 $107M 2.17% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,015,189 $92.8M 0.15% -95,125 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. 877,534 $80.2M 0.06% +293,697 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 873,653 $79.9M 3.81% -127,517 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 865,398 $79.1M 0.38% -10,244 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 850,000 $77.7M 0.14% 0 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 848,710 $77.6M 12.88% +8,100 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 835,874 $76.4M 0.16% +3,404 13F-HR Timeline Group Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 833,186 $76.2M 27.44% +7,839 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 771,771 $70.6M 0.02% +113,596 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 759,230 $69.4M 0.05% -304,851 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 748,428 $68.4M 0.49% -41,218 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 745,685 $68.2M 0.08% +13,196 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 716,191 $65.5M 0.08% -31,124 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 695,489 $63.6M 0.24% -143,377 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 679,222 $62.1M 0.06% +21,451 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 673,998 $61.6M -996 Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 659,938 $60.3M 0.1% +30,138 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 651,374 $59.7M 0.08% +189,491 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 612,214 $56M 0.73% +15,518 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 590,083 $53.9M 0.39% +9,216 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 589,426 $53.9M 3.04% +37,708 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 582,765 $53.3M 3.21% +13,937 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 573,854 $52.3M +43,931 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 539,743 $49.3M 0.28% +399,315 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 498,828 $45.6M 0.62% -8,267 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 498,771 $45.6M 1.42% +238,064 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 491,343 $44.9M 0.74% +30,038 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 485,410 $44.4M 0.09% +3,662 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 484,375 $44.3M 0.7% +40,600 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 478,140 $43.7M 0.23% -16,548 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 454,308 $41.5M 2.11% +21,691 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 441,915 $40.4M 0.32% -4,293 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 437,893 $40M 0.52% +11,980 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 433,900 $39.7M 12.94% -65,695 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 428,066 $39.1M 0.43% -11,774 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 407,623 $37.3M 0.13% +6,052 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 406,570 $37.2M +100,555 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 405,046 $37M 0.06% +21,564 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 402,241 $36.8M 0.74% +15,172 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 397,448 $36.3M 5.96% +17,595 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 384,821 $35.2M 0.21% -7,777 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 376,697 $34.4M 0.06% +53,031 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 372,913 $34.1M 3.07% +34,601 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 372,585 $34.1M 0.81% +12,393 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 362,823 $33.2M <0.01% -1,230,082 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 359,940 $32.9M 0.41% -9,205 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 357,980 $32.7M 1.65% +12,398 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 328,338 $30M 0.83% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 322,298 $29.5M 2.73% -3,551 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 319,685 $29.2M 0.85% +4,507 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 316,240 $28.9M 0.74% +10,256 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 304,991 $27.9M 3.23% +19,313 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 300,356 $27.5M 2.41% -25,430 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 300,000 $27.4M 0.17% new 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 290,409 $26.5M 0.1% +4,189 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 286,472 $25.8M 0.04% -7,093 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 278,350 $25.4M 0.38% +2,374 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 277,978 $25.4M -38,356 Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 272,352 $24.9M 1.34% +14,114 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 272,275 $24.9M 0.07% +23,118 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 268,261 $24.5M <0.01% +4,858 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 262,406 $24M 1.29% +11,977 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 259,361 $23.7M 0.03% +129,122 13F-HR Timeline Group Whelan Financial More: the full row for Whelan Financial 259,150 $23.7M 7.51% +4,453 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 259,011 $23.7M 7.27% +8,421 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 250,941 $22.9M 7.72% +6,331 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 249,550 $22.8M 2.34% +6,723 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 249,066 $22.8M 0.05% -17,165 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 247,012 $22.6M 0.64% -2,899 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 245,637 $22.5M 4.26% +14,829 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 244,232 $22.3M 0.14% +60,066 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 237,954 $21.8M 1.48% +28,753 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 234,548 $21.5M 5.01% +26,354 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 233,653 $21.4M 0.2% -33,778 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 233,650 $21.4M 1.39% +6,661 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 233,437 $21.3M 0.02% +21,402 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 230,344 $21.1M 1.77% +222,573 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 223,386 $20.4M 2.11% +7,824 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 222,528 $20.3M 0.26% +3,188 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 220,981 $20.2M 2.09% +10,416 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 219,565 $20.1M 4.19% +3,224 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 216,099 $19.8M 0.41% +6,631 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 215,796 $19.7M 2.67% +13,968 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 215,761 $19.7M 3.6% +7,515 13F-HR Timeline Fairfield University More: the full row for Fairfield University 211,566 $19.3M 9.58% +2,011 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 204,430 $18.7M 2.96% +2,888 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 203,118 $18.6M 1.73% +1,540 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 199,607 $18.2M +5,367 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 190,370 $17.4M 0.42% +1,903 13F-HR Timeline Group DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 188,606 $17.2M 10.35% +4,700 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 184,089 $16.8M 0.92% +5,800 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 184,063 $16.8M 0.37% +30,401 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 183,663 $16.8M 7.18% +15,706 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 183,346 $16.8M 3.35% -7,983 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 183,162 $16.7M 6.79% +27,827 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 182,436 $16.7M 1.33% -12,988 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 181,722 $16.6M 1.39% +1,671 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 179,695 $16.4M 2.84% -44,086 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 176,087 $16.1M 4.11% +1,856 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 174,978 $16M 3.46% +5,430 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 167,425 $15.3M 7.34% +8,196 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 166,044 $15.2M 1.79% +192 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 166,029 $15.2M 1.38% -9,799 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 165,472 $15.1M 0.7% -35,205 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 163,903 $15M 2.48% +147,816 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 163,292 $14.9M -14,364 Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 161,662 $14.8M 2.74% +6,034 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 159,807 $14.6M 0.01% -9,642 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 157,139 $14.4M 0.06% -28,295 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 156,926 $14.3M 0.37% +44,288 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 155,579 $14.2M 5.57% +8,412 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 155,388 $14.2M 2.46% +2,057 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 153,659 $14M 0.81% +3,180 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 153,531 $14M 0.02% +109 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 153,282 $14M 0.08% -5,030 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 152,780 $14M 1.14% -416 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 148,483 $13.6M 8.62% +3,432 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 146,504 $13.4M 0.04% -10,130 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 146,319 $13.4M +4,138 Timeline Avion Wealth More: the full row for Avion Wealth 144,511 $13.2M 2.83% -65 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 141,873 $13M <0.01% +2,527 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 141,786 $13M 0.52% +3,061 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 141,275 $12.9M 0.03% -15,504 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 138,823 $12.7M 1.87% +5,051 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 138,480 $12.7M 3.28% +4,407 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 137,330 $12.6M 0.06% +2,286 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 135,442 $12.4M 0.19% -21,361 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 133,911 $12.2M 1.43% +9,974 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 133,415 $12.2M 2.36% +4,920 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 133,175 $12.2M 1.11% +4,494 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 133,110 $12.2M 0.02% -1,530 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 132,578 $12.1M 0.39% +1,014 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 132,132 $12.1M 0.55% +8,034 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 131,346 $12M 4.22% +7,342 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 129,944 $11.9M 8.05% +4,361 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 131,377 $11.9M 4.97% +60,936 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 128,022 $11.7M 6.61% +6,297 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 127,613 $11.7M 0.63% +2,502 13F-HR/A Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 127,193 $11.6M 0.01% -7,581 13F-HR Timeline Group Wela Strategies, Inc. 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More: the full row for Asset Management One Co., Ltd. 112,610 $10.3M 0.03% new 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 $10.3M 0.03% 0 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 112,418 $10.3M 0.68% -5,486 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 112,268 $10.3M 6.35% +2,117 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 112,041 $10.2M 4.09% +2,924 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 110,877 $10.1M 2.23% +1,234 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 110,693 $10.1M 0.33% +734 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 108,002 $9.87M 0.02% +80,362 13F-HR Timeline Group Flagstone Financial Management More: the full row for Flagstone Financial Management 107,483 $9.83M 2.59% +5,584 13F-HR Timeline