Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 302,489 $190M 1.3% +18,889 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 300,700 $189M 6.3% -9,300 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 294,380 $185M 0.87% -21,901 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 290,100 $182M 15.57% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 289,976 $182M 1.78% -5,704 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 289,525 $182M 2.29% +10,580 13F-HR Timeline American Trust More: the full row for American Trust 289,240 $181M 15.25% -21,369 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 287,591 $180M 2.93% -12,005 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 287,584 $180M 2.06% +40,789 13F-HR Timeline Group TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 285,650 $179M 19.67% -29,850 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 285,053 $179M 24.12% +2,390 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 284,296 $178M 15.56% -9,220 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 284,075 $178M 0.14% +86,588 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 282,059 $177M 1.42% -12,460 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 277,910 $177M 0.57% -15,261 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 281,146 $176M 12.57% +714 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 276,212 $173M 33.18% +14,524 13F-HR Timeline Fairfield University More: the full row for Fairfield University 270,794 $170M 85.53% -6,480 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 270,210 $169M 2.61% +126,167 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 266,263 $169M 4.16% +6,653 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 267,475 $168M 2.75% +24,142 13F-HR/A Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 265,400 $166M 9.16% -6,649 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 264,661 $166M 1.02% +7,513 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 261,155 $164M 0.63% -793 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 259,044 $162M 17.6% -5,165 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 258,455 $162M 1.8% +733 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 256,152 $162M 2.06% +33,232 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 257,191 $161M 0.92% +31,238 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 256,931 $161M 7.15% +6,848 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 253,536 $159M 10.81% +6,616 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 251,628 $158M 5.57% +96,904 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 248,751 $156M 38.89% +4,494 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 247,379 $155M 9.82% +53,920 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 246,361 $155M 6.2% -161 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 245,748 $154M 1.15% +25,205 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 245,519 $154M 30% +2,176 13F-HR Timeline Stephens Greth Foundation More: the full row for Stephens Greth Foundation 245,401 $154M 88.48% 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 242,835 $152M 11.42% +234,063 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 242,780 $152M 15.72% +43,665 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 241,230 $151M 5.74% +181,625 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 238,056 $149M 5.08% -9,833 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 236,572 $148M 0.77% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 236,042 $148M 7.28% -10,275 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 236,007 $148M 2.79% -5,325 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 233,095 $146M 32.5% +1,260 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 228,320 $143M 11.59% -1,609 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 261,088 $143M 28.35% -18,407 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 227,965 $143M 12.37% +158,296 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 227,957 $143M 3.41% -1,607 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 227,957 $143M 2.94% -1,607 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 226,423 $142M 10.4% -21,250 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 224,898 $141M 0.28% +63,808 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 222,141 $139M 7.95% -2,042 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 220,765 $138M 0.38% -8,191 13F-HR Timeline Group OP Asset Management Ltd More: the full row for OP Asset Management Ltd 219,490 $138M 1.68% 0 13F-HR/A Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 218,957 $137M 5.89% +2,353 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 217,890 $137M 7.21% +13,431 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 217,086 $136M 1.54% +163,272 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 216,447 $136M 4.23% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 210,473 $132M 4.37% -746 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 205,787 $129M 2.31% +100,785 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 205,731 $129M 1.57% -9,813 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 205,106 $129M 0.94% +12,608 13F-HR Timeline William Marsh Rice University More: the full row for William Marsh Rice University 204,415 $128M 63.01% +87,616 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 203,790 $128M 34% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 203,595 $128M 0.07% +44,768 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 202,733 $127M 11.04% +61 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 201,947 $127M 2.68% -4,733 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 201,751 $127M 2.61% -284 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 200,598 $126M 0.55% -14,091 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 199,759 $125M 25.23% -1,200 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 199,328 $125M 5.42% +559 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 197,900 $124M 19.98% +403 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 197,182 $124M 0.07% +18,231 13F-HR/A Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 197,217 $124M 12.33% -15,128 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 196,824 $123M +2,736 Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 196,400 $123M 39.02% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 193,868 $122M 0.79% +3,576 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 193,364 $121M 0.98% +120,486 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 190,013 $119M 30.24% +24,521 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 187,783 $119M 4.14% +16,827 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 187,733 $118M 4.24% +17,020 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 187,658 $118M 9.42% +7,096 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 187,611 $118M -1,340,127 Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 187,009 $117M 1.91% +472 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 186,940 $117M 1.33% +15,718 13F-HR Timeline Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 184,247 $116M 10.99% new 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 182,948 $115M 4.28% -15,015 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 182,668 $115M 2.46% +174,911 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 180,661 $113M 0.11% +11,818 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 180,604 $113M 28.4% +2,827 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 180,596 $113M 0.41% +22,457 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 180,170 $113M 3.25% +22,992 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 179,859 $113M 6.17% +10,756 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 179,276 $112M 6.56% -4,080 13F-HR/A Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 178,483 $112M 14.35% -5,410 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 174,081 $111M 16.83% -3,460 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 176,110 $110M 15.77% +5,521 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 174,358 $109M 11.79% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 173,663 $109M 8.77% +8,327 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 171,940 $108M 12.12% -1,975 13F-HR/A Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 171,537 $108M 2.07% +1,485 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 169,390 $106M 3.47% +2,716 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 168,431 $106M 8.58% -8,325 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 167,176 $105M 14.65% +1,814 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 165,705 $104M 8.54% -11,177 13F-HR Timeline Ironclad Investments LLC More: the full row for Ironclad Investments LLC 164,258 $103M 48.15% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 162,851 $102M 19.37% +1,260 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 162,695 $102M 30.52% +172 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 162,506 $102M 0.41% +5,817 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 161,991 $102M 1.5% +6,692 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 161,462 $101M 2.07% -25,949 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 161,267 $101M 11.27% +6,565 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 159,051 $99.7M 0.4% +1,056 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 157,728 $98.9M 2.02% -12,807 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 156,342 $98M 0.17% -4,032 13F-HR/A Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 156,251 $98M 15.36% -1,305 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 155,497 $97.5M 4.46% +4,079 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 155,474 $97.5M 1.43% +2,891 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 154,049 $96.6M 5.44% +6,017 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 152,130 $95.4M 1.19% +40,942 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 152,088 $95.4M 18.12% -265 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 151,815 $95.2M 9.62% +82,088 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 151,227 $94.8M 31.16% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 150,351 $94.3M 11.79% +2,421 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 150,000 $94.1M 39.88% +33,470 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 149,999 $94.1M 4.11% +4,298 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 149,519 $93.8M 15.82% -11,501 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 149,365 $93.7M 1.34% +2,229 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 149,344 $93.7M 1.84% -2,045 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 149,089 $93.5M 4% -30,894 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 147,940 $93.5M 1.21% +6,847 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 146,086 $91.6M 6.31% +12,038 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 145,501 $91.2M 0.02% +70,034 13F-HR Timeline Group Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 144,976 $90.9M 43.14% +3,533 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 144,889 $90.9M 18.7% -1,588 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 144,374 $90.5M 17.24% -2,380 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 143,912 $90.3M 0.52% +9,581 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 143,379 $89.9M 12.82% -2,068 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 143,165 $89.8M 0.76% +14,368 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 142,704 $89.5M 8.39% +2,467 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 142,674 $89.5M 1.84% -57,072 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 141,553 $88.8M 6.99% +23,613 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 140,174 $87.9M 8.07% +6,622 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 139,365 $87.4M 21.33% +3,174 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 137,067 $86M 1.24% +14,843 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 135,626 $85.1M 14.95% -324 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 133,805 $83.9M 0.96% +10,046 13F-HR Timeline Group Fortune 45 LLC More: the full row for Fortune 45 LLC 133,219 $83.7M 40.03% +4,746 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 132,968 $83.4M 2.66% +38,662 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 132,777 $83.3M +24,993 Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 131,985 $82.8M 5.81% -94,856 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 131,444 $82.4M 0.68% +309 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 131,014 $82.2M 10.68% +655 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 130,239 $81.7M 3% +33,149 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 130,110 $81.6M 47.93% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 129,262 $81.1M 47.13% -1,691 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 129,073 $80.9M 3.9% +39,700 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 127,386 $79.9M 84.86% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 127,232 $79.8M 1.27% +5,108 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 126,064 $79.1M 15.48% -102 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 125,821 $78.9M 50.41% +2,024 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 125,459 $78.7M 2.75% -199 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 122,209 $76.6M 12.79% -21,715 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 121,922 $76.5M 15.19% +32,056 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 121,504 $76.2M 8.57% +1,864 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 121,379 $76.1M 12.64% +32,617 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 121,058 $75.9M 17.73% +62 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 120,828 $75.8M 8.5% -2,014 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 118,716 $75.6M 23.59% -3,058 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 120,434 $75.5M 2.8% +29,814 13F-HR/A Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 120,381 $75.5M 30.96% -1,278 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 119,887 $75.2M 18.39% -3,890 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 119,698 $75.1M 16.63% -997 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 119,000 $74.6M 19.93% 0 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 118,810 $74.5M 37.32% -1,340 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 115,776 $73.7M +5,195 Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 117,397 $73.6M 21.92% -2,812 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 139,225 $73.4M 1.78% -13,052 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 116,948 $73.3M 25.59% -10,514 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 115,783 $72.6M 2.43% -13,184 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 115,777 $72.6M 0.23% +91,980 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 114,991 $72.1M 23.87% -1,029 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 114,916 $72.1M 6.92% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 114,824 $72M 1.28% +71,010 13F-HR/A Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 112,994 $71.9M 17.85% -5,007 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 114,600 $71.9M 16.42% -4,000 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 113,894 $71.4M 0.89% +9,458 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 113,199 $71M 0.39% +6,014 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 113,192 $71M 0.56% 0 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 113,015 $70.9M 4.46% +6,328 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 112,924 $70.8M 2.77% +2,087 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 112,887 $70.8M 0.72% -65,250 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 111,946 $70.2M 18.06% -1,308 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 111,761 $70.1M 24.91% -2,645 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 111,149 $69.7M 0.38% +1,883 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 110,292 $69.2M 0.28% +2,841 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 109,074 $68.4M 13.23% +1,438 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 108,649 $68.1M 1% +24,272 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 107,407 $67.4M 1.65% +21,234 13F-HR Timeline