Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 16,150,941 $1.43B 3.86% +1,134,581 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,870,569 $1.14B 0.82% -388,155 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,994,193 $1.06B 0.67% +1,033,999 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,328,207 $914M 0.07% +207,276 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,039,327 $888M 1.99% +695,474 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,890,313 $875M 0.05% +111,978 13F-HR/A 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 $761M 2.75% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,113,376 $718M 0.05% -421,759 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,128,192 $454M 0.53% -48,114 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,852,876 $433M 0.52% +172,651 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,205,539 $372M 0.07% -116,730 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 3,573,400 $316M 0.47% new 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,370,746 $298M 0.57% +53,115 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 2,695,086 $238M 0.04% +14,957 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,542,082 $225M 0.03% -344,135 13F-HR/A Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 2,273,759 $206M 0.66% -128,064 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,207,178 $195M 0.05% -33,096 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,114,060 $187M 2.76% +128,843 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,084,736 $184M 0.2% +48,809 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,986,060 $176M 0.21% -5,378 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,761,880 $156M -469,738 Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,663,150 $147M 5.14% +39,960 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,548,730 $137M 0.02% +99,232 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,523,653 $135M -22,500 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,506,199 $133M 1.87% +38,803 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,478,811 $131M 0.04% +75,265 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,460,844 $129M -444,920 Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,401,156 $124M 12.27% +97,127 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,320,172 $117M 21.43% +74,468 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,174,363 $104M 2.48% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,174,363 $104M 2.14% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,113,400 $100M 0.14% +98,211 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,046,044 $92.6M 0.05% -149,902 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 917,799 $81.2M 0.07% -666,409 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 861,933 $76.3M 0.16% +26,059 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 860,210 $76.1M 0.05% +100,980 13F-HR Timeline Group Vanderbilt University More: the full row for Vanderbilt University 856,425 $75.8M 12.94% +7,715 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 855,932 $75.7M 0.36% 13F-HR Timeline Group Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 841,036 $74.4M 26.61% +7,850 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 800,000 $70.8M 0.12% -50,000 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 779,768 $69M 3.69% -93,885 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 755,682 $66.9M 0.02% -16,089 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 723,048 $64M 0.07% -22,637 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 708,773 $62.7M 1.4% +336,188 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 690,220 $61.1M 0.24% -5,269 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 688,621 $60.9M 0.05% +9,399 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 679,714 $60.1M 0.36% -68,714 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 666,464 $59M -7,534 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 658,393 $58.3M 0.08% -57,798 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 658,360 $58.3M 0.89% +167,017 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 655,107 $58M 0.02% +531,220 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 624,194 $55.2M 0.69% +11,980 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 620,337 $54.9M 0.3% +80,594 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 606,676 $53.7M 3.13% +17,250 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 601,250 $53.2M 0.37% +11,167 13F-HR Timeline Pennsylvania State University More: the full row for Pennsylvania State University 592,234 $52.4M 27.16% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 585,466 $51.8M 0.08% -65,908 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 573,616 $50.8M 2.97% -9,149 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 549,762 $48.6M 1.33% +50,991 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 502,938 $44.5M 0.08% +17,528 13F-HR/A Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 493,799 $43.7M 0.67% +9,424 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 482,194 $42.7M 0.57% -16,634 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 472,134 $41.8M 0.53% +34,241 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 465,178 $41.2M +58,608 Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 454,327 $40.2M 2.07% +19 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 446,251 $39.5M 0.42% +18,185 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 446,025 $39.5M -127,829 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 436,406 $38.6M 0.29% -5,509 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 433,672 $38.4M 12% -228 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 429,304 $38M 0.68% +27,063 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 426,207 $37.7M 0.12% +18,584 13F-HR/A Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 422,056 $37.3M +144,078 Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 418,418 $37M 5.86% +20,970 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 405,308 $35.8M 0.05% +262 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 399,028 $35.3M 2.97% +26,115 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 390,977 $34.6M 0.05% +14,280 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 385,146 $34.1M 0.5% +106,796 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 373,549 $33.1M 1.96% +15,569 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 359,757 $31.8M 0.26% +357,500 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 351,614 $31.2M 0.06% +283,201 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 349,943 $31M 0.38% -9,997 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 348,167 $30.8M +184,875 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 346,678 $30.7M 0.17% -38,143 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 328,338 $29.1M 0.88% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 322,411 $28.5M 0.03% +63,050 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 315,791 $27.9M 2.52% -6,507 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 311,655 $27.6M 0.07% +39,380 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 305,842 $27.1M 0.7% -10,398 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 304,772 $27M 0.54% +88,673 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 297,141 $26.3M 0.75% -22,544 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 289,464 $25.9M 0.04% +2,992 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 288,893 $25.6M 3.02% -16,098 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 287,636 $25.5M 1.36% +15,284 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 273,445 $24.2M 0.17% +160,169 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 271,334 $24M 1.95% +209,268 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 270,663 $24M 0.05% +21,597 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 267,055 $23.6M 4.32% +21,418 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 268,176 $23.5M 2.1% +18,626 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 261,910 $23.2M 0.13% +17,678 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 261,078 $23.1M <0.01% -7,183 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 260,291 $23M 5.07% +25,743 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 259,514 $23M 7.17% +364 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 259,358 $23M 1.52% +21,404 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 258,371 $22.9M <0.01% -104,452 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 257,017 $22.7M 1.96% -43,339 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 256,930 $22.7M 1.2% -5,476 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 252,674 $22.4M 0.02% +19,237 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 247,483 $21.9M 0.62% +471 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 243,968 $21.6M 1.37% +10,318 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 238,520 $21.1M 0.17% -239,620 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 235,353 $20.8M 0.93% +69,881 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 233,219 $20.6M 2.09% +9,833 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 232,840 $20.6M 1.91% +11,859 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 227,292 $20.1M 4.21% +7,727 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 227,248 $20.1M 2.64% +11,452 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 221,295 $19.6M 3.22% +5,534 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 218,546 $19.3M 0.84% +86,414 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 216,398 $19.1M 0.66% +136,930 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 215,313 $19.1M 1% +31,224 13F-HR Timeline Group Fairfield University More: the full row for Fairfield University 213,478 $18.9M 9.51% +1,912 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 211,364 $18.7M 1.16% +78,189 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 208,267 $18.4M 0.45% +17,897 13F-HR Timeline Group B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 205,005 $18.1M 2.56% +575 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 204,498 $18.1M 10.26% +15,892 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 200,514 $17.7M 6.9% +17,352 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 199,882 $17.7M 0.02% +66,772 13F-HR Timeline Group Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 199,732 $17.7M 7.19% +16,069 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 198,720 $17.6M 0.07% -91,689 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 192,461 $17M 3.31% +9,115 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 190,871 $17M 4.76% -68,140 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 190,512 $16.9M 5.61% -60,429 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 188,493 $16.7M 1.35% +6,771 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. 184,811 $16.4M 0.01% -692,723 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 182,605 $16.2M +36,286 Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 176,087 $16.1M 4.11% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 179,054 $15.8M 1.18% -3,382 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 177,670 $15.7M 1.93% -52,674 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 177,243 $15.7M 3.33% +2,265 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 175,612 $15.5M 2.2% new 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 175,394 $15.5M 6.97% +7,969 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 174,332 $15.4M 2.73% +12,670 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 173,384 $15.3M 2.63% -6,311 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 172,020 $15.2M 0.05% +71,720 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 168,257 $14.9M 1.2% +15,477 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 168,126 $14.9M 2.51% +4,223 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 163,244 $14.4M 1.57% -2,800 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 162,166 $14.4M 0.18% -60,362 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 161,805 $14.3M 0.03% +20,530 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 156,007 $14.2M 0.06% -1,132 13F-HR Timeline Group Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 159,603 $14.1M 8.65% +11,120 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 159,589 $14.1M 0.78% +5,930 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 156,829 $13.9M 1.26% -9,200 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 156,747 $13.9M 0.08% +3,465 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 155,736 $13.8M 2.33% +348 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 155,732 $13.8M 5.32% +153 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 152,933 $13.5M 0.33% -3,993 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 149,758 $13.3M -49,849 Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 147,991 $13.1M 6.64% +19,969 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 146,239 $12.9M <0.01% +4,366 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 145,426 $12.9M 0.03% +61,633 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 144,095 $12.8M 0.02% -9,436 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 143,402 $12.7M 0.47% +1,616 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 142,065 $12.6M 0.01% -17,742 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 140,802 $12.5M 1.4% +6,891 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 140,366 $12.4M 1.81% +1,543 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 139,206 $12.3M 4.08% +7,860 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 138,935 $12.3M 3.16% +70,456 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 138,211 $12.2M 0.24% +44,687 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 137,089 $12.1M 8.02% +7,145 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 134,460 $11.9M 0.03% -12,044 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 134,176 $11.9M 0.38% +1,598 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 134,161 $11.9M 0.13% -1,281 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 133,952 $11.9M 2.9% -4,528 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 133,498 $11.8M 0.01% +6,305 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 132,871 $11.8M 2.29% -544 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 132,823 $11.8M 2.88% +9,339 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 132,425 $11.7M 0.35% +6,389 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 132,180 $11.7M +6,757 Timeline Cordant, Inc. More: the full row for Cordant, Inc. 131,914 $11.7M 4.89% +8,482 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 130,662 $11.6M 0.26% -53,401 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 130,422 $11.5M 0.05% -6,908 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 130,366 $11.5M 2.9% +10,360 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 126,096 $11.2M 0.63% -1,517 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 125,232 $11.1M 1.48% +6,650 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 122,655 $10.9M 3.12% +3,908 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 121,472 $10.7M 0.84% +92 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 119,909 $10.6M 0.4% -4,057 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 118,330 $10.5M 0.03% +5,720 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 118,674 $10.5M <0.01% +13,524 13F-HR Timeline Group Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 118,427 $10.5M 6.26% +6,159 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 117,555 $10.4M 4.05% +5,514 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 115,286 $10.2M 6.79% +854 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. 114,556 $10.1M 0.01% +2,086 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 114,317 $10.1M 0.12% -3,358 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 114,296 $10.1M 2.17% +3,419 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 113,065 $10M 0.31% +2,372 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 112,150 $9.92M 2.55% +4,667 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 108,817 $9.63M 0.16% +96,378 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 108,458 $9.6M 0.62% -3,960 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 106,868 $9.46M 0.17% +2,207 13F-HR Timeline