JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 78,695,639 $3.95B 0.31% +4,022,038 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 33,640,287 $1.69B 1.42% +973,892 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 32,676,296 $1.64B 0.3% +1,116,602 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 25,130,883 $1.26B 1.23% +167,497 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,488,697 $1.23B 3.59% -7,060,125 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,777,029 $1.04B 0.38% 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 16,099,227 $807M 0.11% +616,932 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 15,533,140 $779M 2.36% +2,308,219 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,845,989 $694M 0.05% +838,412 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 13,322,143 $668M 0.04% -442,970 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,088,367 $606M 0.15% +201,617 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,421,283 $522M +206,723 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,912,634 $497M 0.05% +808,213 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,536,709 $478M 0.61% -253,225 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,742,321 $338M 0.09% +1,420,106 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,874,264 $294M 0.72% -84,941 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,411,784 $271M 0.11% +421,714 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,349,149 $268M 0.06% -317,212 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,170,364 $259M 9.36% -23,460 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,998,830 $200M 0.43% +762,893 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3,837,927 $192M 3.73% +219,309 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,806,985 $190M 0.32% -326,826 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,612,941 $181M 0.05% -217,649 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,583,701 $180M 0.24% +167,474 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,500,157 $175M <0.01% +1,044,587 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,442,958 $173M 0.16% +570,671 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,336,522 $167M 2.06% +60,706 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,998,344 $150M 0.25% +473,532 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,777,472 $139M 0.19% +817,486 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,131,003 $131M 0.29% +896,363 13F-HR/A Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,550,303 $128M 3.34% +62,184 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,536,729 $127M 0.09% +153,764 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,362,293 $118M 2.44% -124,575 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. 2,228,600 $112M 0.12% +2,201,760 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,975,205 $99M 1.44% +100,249 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,935,172 $97M 3.17% +180,225 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,930,517 $96.8M 0.19% +424,431 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,677,338 $84.1M 0.16% -4,013 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,666,364 $83.5M 5.21% +151,852 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,618,847 $81.2M 0.94% +219,858 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,535,947 $77M 0.74% +11,404 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,476,618 $74M 0.02% -83,230 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,434,168 $72M 0.46% +69,692 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,400,550 $70.2M 5.68% +60,445 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,375,500 $69M 2.08% -69,844 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,356,804 $68M 4.33% +113,655 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,290,927 $64.7M 13.82% 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,262,039 $63.3M 21.86% +29,385 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,256,912 $63M +149,113 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,246,122 $62.5M 0.49% +137,438 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,242,570 $62.3M 1.17% +50,422 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,238,124 $62.1M 0.09% +50,276 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,228,449 $61.6M 0.06% -58,422 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,218,742 $61.1M 16.02% +2,022 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,215,658 $60.4M 3.19% +154,000 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 1,199,257 $60.1M 0.01% +81,631 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,174,659 $58.9M 2.37% +13,618 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,121,087 $56.2M 0.19% +71,882 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,074,230 $53.9M 0.84% +74,859 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,056,831 $53M 2.38% +4,131 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,021,417 $51.2M 0.11% -26,848 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,002,462 $50.3M 9.69% +35,034 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 993,109 $49.8M 0.01% +123,902 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 976,082 $48.9M 0.36% -49,385 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 962,724 $48.3M 0.63% +23,398 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 945,746 $47.4M 0.55% +143,622 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 863,953 $43.3M 1.14% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 862,263 $43.2M 3.73% -87,236 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 838,048 $42M 0.07% +250,167 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 811,864 $40.7M 11.31% -14,714 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 806,374 $40.4M 0.33% +34,290 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 797,994 $40M 0.08% -11,288 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 786,209 $39.4M 1.5% -39,747 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 783,483 $39.3M 2.68% -13,199 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 761,525 $38.2M 0.13% +58,702 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 758,765 $38M 5.58% -22,396 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 753,987 $37.8M 3.85% +92,160 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 738,083 $37M 6.91% +1,606 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 720,590 $36.1M 2.64% -99,719 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 712,413 $35.7M 1.55% +8,767 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 704,877 $35.3M 0.35% -42,723 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 704,250 $35.3M 1.47% -3,564 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 677,785 $34M 1.03% +184,384 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 677,339 $34M 0.41% +22,564 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 673,996 $33.8M 0.52% +616,796 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 654,869 $32.8M 11.55% -26,583 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 649,434 $32.5M 0.18% +86,697 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 639,565 $32.2M 4.48% +17,611 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 639,311 $32M 0.37% 0 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 621,774 $31.2M 1.03% -78,917 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 576,796 $28.9M 8.6% -81,409 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 575,241 $28.8M 2.53% -96,295 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 564,824 $28.8M 0.58% +16,927 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 559,495 $28M 0.12% -38,883 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 553,994 $27.8M 0.74% +148,364 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 541,897 $27.2M 4.03% +76,296 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 540,612 $27.1M 1.1% +27,582 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 537,745 $27M 0.03% +286,938 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 536,027 $26.9M 0.31% +47,206 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 538,402 $26.8M 2.46% -11,166 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 525,711 $26.4M 0.29% +7,947 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 521,175 $26.1M 11.05% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 516,670 $25.9M 2.74% +16,320 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 511,711 $25.7M 1.42% +15,481 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 494,200 $24.8M 0.04% -375,100 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 490,829 $24.6M 2.76% +94,900 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 470,485 $23.6M 0.32% +108,101 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 464,541 $23.3M 1.72% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 463,676 $23.2M 0.92% +86,391 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 462,688 $23.2M 0.23% -10,680 13F-HR Timeline Group HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 452,170 $22.7M 11.46% +33,040 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 448,459 $22.5M 0.22% +69,244 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 448,459 $22.5M 0.22% +69,244 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 446,757 $22.4M 1.63% +46,666 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 435,683 $21.8M 2.54% 0 13F-HR/A Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 435,437 $21.8M 8.81% +62,737 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 435,270 $21.8M 0.13% +5,239 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 434,509 $21.8M 4.12% -36,678 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 419,265 $21M 3.34% +38,744 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 405,061 $20.3M 0.66% +30,337 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 398,804 $20M 3.29% +71,243 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 384,299 $19.3M 0.09% +132,530 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 369,850 $18.5M 2.09% +3,733 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 367,065 $18.4M 4.56% +17,153 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 364,675 $18.3M 1.12% -23,009 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 358,294 $18M 0.11% -8,861 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 355,174 $17.8M 0.06% +41,058 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 352,795 $17.7M 0.5% -2,556 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 345,603 $17.3M 0.84% +42,623 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 344,108 $17.3M 5.09% +17,685 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 335,546 $16.8M 4.42% +24,208 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 322,675 $16.2M 1.52% -2,322 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 322,491 $16.2M 1.92% -3,837 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 316,979 $15.9M 11.03% +6,204 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 316,457 $15.9M 1% -5,318 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 315,822 $15.8M 1.36% -31,530 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 313,588 $15.7M 0.23% +5,957 13F-HR Timeline Group Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 312,511 $15.7M 1.37% -6,714 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 309,000 $15.5M 0.04% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 308,570 $15.5M 2.63% +2,178 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 303,052 $15.2M 1.67% 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 303,732 $15.2M 1.16% +8,350 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 302,453 $15.2M 1.25% +711 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 301,865 $15.1M 7.58% +5,309 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 300,967 $15.1M 4.46% +32,923 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 300,051 $15M 0.58% -1,593 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 298,489 $15M 0.04% +3,807 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 295,540 $14.8M 3.52% +178,004 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 293,463 $14.7M 4.62% +43,999 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 291,597 $14.6M 0.01% -16,932 13F-HR/A Timeline Group Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 291,128 $14.6M 2.68% +32,444 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 288,306 $14.5M 7.24% +8,691 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 282,761 $14.2M 0.34% +26,498 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 282,640 $14.2M +39,194 Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 282,210 $14.1M 5.45% +14,648 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 281,670 $14.1M 13.95% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 279,653 $14M 0.22% +183,686 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 278,777 $14M 1.94% +9,045 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 277,207 $13.9M 5.53% +2,894 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 275,835 $13.8M 0.48% +19,529 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 273,499 $13.7M 0.15% -55,969 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 272,901 $13.7M 0.04% +25,713 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 271,643 $13.6M 4.53% +20,097 13F-HR/A Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 270,968 $13.6M 3.13% -53,608 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 270,474 $13.6M 0.93% +23,319 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 265,416 $13.3M 0.87% +22,854 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 264,959 $13.2M 4.5% +7,318 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 260,988 $13M 0.32% +9,092 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 258,195 $12.9M 1.23% +5,478 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 255,970 $12.8M 1.31% +28,157 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 250,157 $12.5M +52,899 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 244,535 $12.3M 0.19% +57,855 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 241,964 $12.1M 0.07% +17,650 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 239,067 $12M 6.34% +164 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 237,625 $11.9M 0.01% -30,817 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 237,545 $11.8M 1.33% +7,792 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 235,468 $11.8M 2.72% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 233,195 $11.7M 1.04% +16,723 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 229,571 $11.5M 0.79% -59,727 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 228,318 $11.4M 0.05% +13,002 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 227,276 $11.4M 0.57% +19,111 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 224,027 $11.2M 0.13% +124,085 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 222,950 $11.2M 2.09% +23,420 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 221,743 $11.1M 10.1% 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 220,376 $11M 3.76% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 217,936 $10.9M 3.03% +9,129 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 210,999 $10.6M 6.66% 0 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 210,846 $10.6M 4.31% +76,813 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 209,569 $10.5M 1.32% +54,386 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 209,079 $10.5M 5.2% +2,596 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 208,982 $10.5M 2.14% -12,836 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 205,793 $10.3M 3.06% -12,330 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 205,194 $10.3M 1.2% +20,859 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compound Planning, Inc. More: the full row for Compound Planning, Inc. 204,136 $10.2M 0.52% +55,350 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 204,030 $10.2M 3.41% +22,055 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 203,050 $10.2M 0.99% +41,055 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 201,777 $10.1M 0.03% -19,065 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 200,120 $10M 0.13% +13,103 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 19,978 $9.98M 1.2% -142,748 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 196,478 $9.85M 1.42% +5,177 13F-HR Timeline