JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 108,048,493 $5.3B 0.36% +30,774,028 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,166,659 $1.72B 1.26% +669,274 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 26,851,781 $1.32B 1.12% +702,763 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 24,680,903 $1.21B -6,228,131 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,314,887 $1.14B 0.07% +312,466 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 21,831,076 $1.07B 0.37% +141,078 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 20,916,716 $1.03B 2.64% -2,003,754 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,795,248 $971M 0.05% +7,215,017 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,568,877 $763M 0.1% -530,349 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,204,759 $647M 0.75% +3,094,388 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 12,455,750 $611M 1.59% +207,882 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 11,763,538 $577M 0.13% +118,510 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/ 9,710,516 $476M 0.04% -570,193 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,036,048 $443M +357,969 Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,871,298 $337M 0.09% -197,395 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,410,501 $314M 0.1% +453,473 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,404,360 $314M 0.7% +93,349 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 5,046,259 $247M 4.15% +415,704 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,813,806 $236M 7.5% -421,789 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,381,736 $215M 0.16% +852,639 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,152,644 $204M 0.36% +42,877 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,943,092 $193M 0.24% +377,275 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,699,419 $181M 0.04% -1,527,885 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,691,003 $181M 0.24% -255,113 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,638,035 $178M 2.23% +205,063 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,619,658 $177M 0.03% +1,908,798 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,258,439 $160M 0.23% +116,197 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,216,439 $158M 0.04% -315,813 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,158,757 $155M <0.01% -611,458 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,926,845 $144M 3.46% +469,938 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,374,390 $116M 0.08% -34,656 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 2,351,684 $115M 3.97% -71,892 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,293,134 $112M 0.14% -634,399 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,167,637 $106M 0.42% +1,183,813 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,076,352 $101M 2.3% -219,591 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,039,201 $100M 1.11% -302,885 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,984,644 $97.3M 1.29% -28,662 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,864,210 $91.4M 1.01% +136,498 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,782,825 $87.4M 0.16% +95,322 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,722,114 $84.3M 0.14% +115,332 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,683,670 $82.6M 0.46% +315,276 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,628,647 $79.9M 0.55% +17,085 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,594,827 $78.2M 3.05% -109,908 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,567,346 $76.8M 0.13% -112,484 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,516,064 $74.3M 0.53% +206,439 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,470,235 $72.1M +180,163 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,436,169 $70.4M 0.44% +45,746 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,341,714 $65.8M 3.8% -83,239 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,327,687 $65M 2.77% -38,058 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,307,093 $64.1M 0.06% +66,612 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 1,284,644 $63M 0.01% +26,199 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,269,611 $62.2M 11.38% -10,853 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,259,230 $61.7M 4.79% -213,816 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,251,508 $61.4M 21.16% +90,882 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,202,728 $59M 0.59% +95,934 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,191,764 $58.4M +238,815 Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,157,807 $56.8M 1.44% -308,293 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,137,702 $55.8M 9.71% +51,680 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,075,627 $52.7M 2.49% +159,359 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,066,333 $52.3M 2.13% -32,163 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,050,800 $51.5M 0.07% +775,900 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,037,558 $50.9M 0.35% +7,135 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,021,172 $50.1M 11.63% -148,086 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,016,108 $49.8M 0.84% -122,908 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 970,763 $47.6M 0.06% -259,842 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 970,692 $47.6M 0.01% -6,335 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 911,526 $44.7M 1.53% +136,473 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 891,404 $43.7M 2.34% -59,085 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 876,232 $43M 0.77% -433,393 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 867,590 $42.5M 3.29% -8,473 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 865,400 $42.4M 0.45% -109,680 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 859,205 $42.1M 1.84% -113,778 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 855,462 $41.9M 10.61% +42,572 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 852,185 $41.8M 1.45% +228,087 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 844,108 $41.4M 0.12% -165,466 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 814,860 $40M 6.89% +82,617 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 814,027 $39.9M 2.54% +16,264 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 790,561 $38.8M 0.08% -39,685 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 790,174 $38.7M 0.25% +11,301 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 764,792 $37.5M 0.13% +3,542 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 754,721 $37M 1% +31,053 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 745,522 $36.6M 1.1% new 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 744,073 $36.5M 0.34% +300,904 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 702,670 $34.5M 0.17% +45,524 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 699,132 $34.3M 0.05% -5,933 13F-HR Timeline Group Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 675,264 $33.1M 2.98% -99,877 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 646,226 $31.7M 4.33% -12,025 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 646,210 $31.6M 9.84% -4,645 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 644,765 $31.6M 4.33% -106,908 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 640,928 $31.4M 0.05% +61,202 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 640,069 $31.4M 0.39% -42,186 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 630,033 $30.9M 0.34% -9,278 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 624,180 $30.6M 0.34% -47,285 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 620,673 $30.4M 3.3% +536,112 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 575,009 $28.2M 7.62% -3,997 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 571,274 $28M 2.99% +491,333 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 553,372 $27.1M 1.43% +78,626 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 549,677 $27M 1.72% +35,565 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 546,981 $26.8M 0.32% +43 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 546,685 $26.8M 2.65% +10,589 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 535,770 $26.3M 0.94% -13,547 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 533,216 $26.1M 10.04% -75 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 532,470 $26.1M 2.62% -55,326 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 533,882 $26.1M 2.22% -24,029 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 527,685 $25.9M 0.98% +516,747 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 514,995 $25.3M 0.26% +37,148 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 502,680 $24.6M 3.43% -46,816 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 487,257 $23.9M 0.12% +78,777 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 482,841 $23.7M 0.05% +376,949 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 480,439 $23.6M 1.53% +14,361 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 478,904 $23.5M 0.69% +17,010 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 442,497 $21.7M 6.63% +201,418 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 439,613 $21.6M 0.08% -8,416 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 435,683 $21.4M 1.77% 0 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 434,319 $21.3M 6.61% +400,759 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 418,936 $20.5M 7.35% +43,452 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 400,000 $19.6M 0.24% new 13F-HR/A Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 393,005 $19.3M 2.01% -4,445 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 389,555 $19.1M 4.94% +52,704 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 380,344 $18.6M 11.89% +30,477 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 380,305 $18.6M 0.39% -199,264 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 373,704 $18.3M 0.04% +68,962 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 371,980 $18.2M 9.94% +95,376 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 371,638 $18.2M 0.24% +20,383 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 368,087 $18M 0.02% -208,391 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 365,872 $17.9M 0.49% +28,032 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 362,753 $17.8M 1.38% +50,626 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 361,298 $17.7M 0.8% +14,433 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 360,832 $17.7M 3.91% -4,886 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 356,447 $17.5M 0.01% +47,383 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 354,384 $17.4M 0.19% +140,109 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 350,758 $17.2M 1.64% +29,334 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 350,253 $17.2M 0.35% +8,466 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 336,379 $16.5M 0.1% +317,819 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 333,868 $16.4M 0.93% +15,461 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 332,078 $16.3M 0.05% -11,809 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 329,967 $16.2M 1.81% +132 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 328,977 $16.1M 3.7% +11,387 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 327,350 $16M 0.29% +16,426 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 326,211 $16M 0.06% +34,375 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 321,315 $15.8M 0.41% +18,935 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 320,227 $15.7M 0.2% -69,337 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 313,826 $15.4M 0.04% +260,106 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 313,302 $15.4M 1.49% +1,491 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 309,000 $15.2M 0.04% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 306,753 $15M 6.61% +6,009 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 305,014 $15M 3.27% +43,247 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 305,192 $14.9M 1.01% +1,436 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 303,926 $14.9M 2.91% +44,461 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 301,997 $14.8M 13.47% +4,962 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 299,745 $14.7M 5.66% +72,479 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 296,755 $14.5M 0.9% +37,972 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 296,771 $14.5M 0.11% +48,658 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 293,331 $14.4M 1.96% +672 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 287,596 $14.1M 1.76% +4,482 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 287,579 $14.1M 0.81% -4,520 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 286,941 $14.1M 0.05% +127,895 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 286,687 $14.1M 0.53% +39,378 13F-HR Timeline CX Institutional More: the full row for CX Institutional 285,539 $14M 0.49% -291,609 13F-HR/A Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 279,910 $13.7M 2.95% -104,831 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 276,260 $13.5M 4.26% -12,949 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 276,707 $13.5M 4% +1,405 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 275,544 $13.5M 0.29% -71,098 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 275,298 $13.5M 0.09% +242,427 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. 272,200 $13.3M 0.01% -4,002,200 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 268,424 $13.2M 0.01% +147,477 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 267,917 $13.1M 0.35% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 263,221 $12.9M 0.04% +30,452 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 257,023 $12.6M 1.09% -1,042 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 255,174 $12.5M 4.51% -22,510 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 253,122 $12.4M 0.07% -32,034 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 247,790 $12.1M 3.08% +4,497 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 246,195 $12.1M 0.05% -28,600 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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