JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 99,090,226 $4.96B 0.32% -8,958,267 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,747,656 $1.79B 1.19% +580,997 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 26,101,247 $1.31B 1% -750,534 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 24,018,423 $1.2B -662,480 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 22,999,508 $1.15B 0.07% -315,379 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 22,264,110 $1.11B 2.62% +1,347,394 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 22,217,280 $1.11B 0.36% +386,204 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 20,328,216 $1.02B 0.05% +532,968 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,479,185 $775M 0.1% -89,692 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 14,255,500 $714M 1.73% +1,799,750 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,859,052 $694M 0.75% +654,293 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,995,155 $651M 0.13% +1,231,617 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,716,426 $537M 0.04% +1,005,910 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,591,400 $480M 0.8% +3,187,040 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,497,658 $375M 0.11% +1,087,157 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 6,943,100 $348M 0.06% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 6,573,354 $329M 0.65% +6,090,513 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,083,805 $305M 0.08% -787,493 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,703,321 $285M 0.19% +1,321,585 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 5,366,870 $269M 4.24% +320,611 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,278,085 $264M -3,757,963 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,214,984 $211M 0.34% +62,340 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,124,235 $207M 6.31% -689,571 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,840,677 $192M 2.18% +202,642 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,744,173 $187M <0.01% +585,416 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,665,718 $184M 0.04% -33,701 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,656,306 $183M 0.22% -286,786 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,542,195 $177M 0.23% +283,756 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,199,497 $160M 3.65% +272,652 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,061,078 $153M 0.04% -155,361 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,455,649 $123M 0.14% +162,515 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,371,588 $119M 0.07% -2,802 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 2,348,609 $118M 3.87% -3,075 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,344,742 $117M 0.45% +177,105 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,299,849 $115M 0.02% -1,319,809 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,059,214 $103M 2.13% -17,138 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,954,254 $97.8M 1.07% -84,947 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,935,795 $96.9M 1.22% -48,849 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,939,470 $96.2M 0.13% +156,645 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,881,172 $94.2M 0.11% +1,709,247 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,853,343 $92.8M 0.95% -10,867 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,776,052 $88.9M 0.14% -1,914,951 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,757,460 $88M 0.13% +35,346 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,626,620 $81.4M 0.5% -2,027 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,585,092 $79.4M 0.13% +17,746 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,561,024 $78.2M 0.47% +44,960 13F-HR/A Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,521,705 $76.2M 2.78% -73,122 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,438,751 $72M 3.97% +97,037 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,438,742 $72M 0.38% -244,928 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,434,401 $71.8M -35,834 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,397,145 $70M 0.06% +90,052 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 1,353,066 $67.7M 0.01% +68,422 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,343,926 $67.3M 0.39% -92,243 13F-HR/A Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,335,724 $66.9M 4.84% +76,494 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,322,231 $66.2M 0.91% +1,137,416 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,204,023 $60.3M 2.24% -123,664 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,159,214 $58M 19.28% -92,294 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,135,745 $56.9M 9.4% -1,957 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,102,465 $55.2M 1.28% -55,342 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,094,873 $54.8M 9.28% -174,738 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,066,066 $53.4M 0.48% -136,662 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 988,350 $49.5M 10.36% -32,822 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 987,419 $49.4M 2.25% -88,208 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 971,931 $48.7M 0.79% -44,177 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 948,524 $47.5M 0.06% -22,239 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 926,283 $46.4M 3.29% +58,693 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 901,965 $45.2M 1.42% -9,561 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 897,361 $44.9M 10.93% +41,899 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 892,719 $44.7M 0.45% +27,319 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 878,613 $44M 0.12% +34,505 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 856,096 $42.9M 0.38% +112,023 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 853,000 $42.7M 2.15% -38,404 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 845,518 $42.3M 0.08% +54,957 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 832,257 $41.7M 0.05% +191,329 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 825,895 $41.4M 0.7% -50,337 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 817,640 $40.9M 6.56% +2,780 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 787,249 $39.4M 0.13% +22,457 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 784,837 $39.3M 0.05% +85,705 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 779,949 $39.1M 0.33% +264,954 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 774,755 $38.8M 0.18% +287,498 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 773,610 $38.7M 1.24% -78,575 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 771,072 $38.6M 2.26% -42,955 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 746,884 $37.4M 0.17% +44,214 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 745,522 $37.3M 0.89% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 735,091 $36.8M 1.49% -124,114 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 686,316 $34.6M 0.87% -68,405 13F-HR/A Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 679,977 $34M 2.8% +4,713 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 674,399 $33.8M 1.14% +146,714 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 673,900 $33.7M 0.04% -376,900 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 672,129 $33.7M 4.27% +139,659 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 662,132 $33.3M -529,632 Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 661,268 $33.1M 4.23% +15,042 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 657,870 $32.9M 1.92% +108,193 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 641,405 $32.1M 4% -3,360 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 640,570 $32.1M 0.37% +501 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 638,605 $32M 8.08% +63,596 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 625,914 $31.3M 3.15% +5,241 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 624,035 $31.2M <0.01% -346,657 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 622,910 $31.2M 0.35% -7,123 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 598,652 $30M 2.99% +27,378 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 594,777 $29.8M 0.3% -29,403 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 594,111 $29.7M 0.64% +560,755 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 582,048 $29.1M 0.96% +46,278 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 575,019 $28.8M 11.33% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 566,546 $28.4M 1.4% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 561,347 $28.1M 2.19% +27,465 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 541,963 $27.1M 0.82% +256,424 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 510,044 $25.5M 0.33% -36,937 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 500,000 $25M 0.32% +100,000 13F-HR/A Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 489,429 $24.5M 3.08% -13,251 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 481,856 $24.1M 2.17% -64,829 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 479,108 $24M 7.82% +60,172 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 473,768 $23.7M 0.03% new 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 461,753 $23.1M 0.63% -17,151 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 455,356 $22.8M 0.27% +83,718 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 439,300 $22M 0.07% -313 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 436,001 $21.8M 6.48% +1,682 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 429,117 $21.5M 5.56% +39,562 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. 426,800 $21.4M 0.02% +154,600 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 419,590 $21M 0.14% -617,968 13F-HR/A Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 415,842 $20.8M 1.19% -64,597 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 404,534 $20.3M 1.89% +11,529 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 389,615 $19.7M 0.44% +23,743 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 391,621 $19.6M 3.7% new 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 391,423 $19.6M 6.4% +91,678 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 390,989 $19.6M 0.7% +123,072 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 383,169 $19.2M 11.69% +2,825 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 380,889 $19.1M 0.02% +12,802 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 377,720 $18.9M 0.32% +50,370 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 376,124 $18.8M 0.04% +2,420 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 367,697 $18.4M 3.84% +6,865 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 361,914 $18.1M 0.77% +616 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 361,706 $18.1M 0.34% +11,453 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 361,442 $18.1M 1.31% -1,311 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 360,962 $18.1M 0.01% +4,515 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 340,441 $17M 0.04% +26,615 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 333,292 $16.7M 0.05% +1,214 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 333,192 $16.7M 0.54% +46,505 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 331,247 $16.6M 3.6% +2,270 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 329,998 $16.5M 1.51% +31 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 328,026 $16.4M 0.06% +1,815 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 327,641 $16.4M 0.05% -8,738 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 324,311 $16.2M 1.46% -26,447 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 321,734 $16.1M 2.7% +17,808 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 320,531 $16M 0.75% 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 317,251 $15.9M 5.18% -328,959 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 314,281 $15.7M 0.84% -19,587 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 313,707 $15.7M 0.59% -752,626 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 311,598 $15.6M 0.1% +14,827 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 311,457 $15.6M 3.17% +6,443 13F-HR Timeline 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 Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 308,232 $15.4M 0.14% -46,152 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 307,942 $15.4M 1.36% -5,360 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 306,343 $15.3M 0.01% +175,391 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 305,074 $15.3M 0.82% +17,495 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 304,874 $15.2M 0.95% -318 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 297,875 $14.9M 1.73% +4,544 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 297,491 $14.9M 0.17% +89,561 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 284,999 $14.3M 0.04% +21,778 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 285,196 $14.3M 3.79% +8,489 13F-HR/A Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 283,534 $14.2M 0.02% +41,390 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 282,764 $14.2M 4.19% +6,504 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 282,588 $14.1M 0.08% +7,290 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 279,584 $14M 0.48% +228,725 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 274,556 $13.7M 1.61% -13,040 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 274,443 $13.7M 0.61% +56,201 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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