JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 104,551,572 $5.26B 0.35% +5,461,346 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,651,506 $1.84B 1.17% +903,850 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 25,172,743 $1.27B 0.08% +2,173,235 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 25,032,475 $1.26B 0.9% -1,068,772 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 24,614,196 $1.24B 0.39% +2,396,916 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,153,510 $1.21B 2.71% +1,889,400 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 23,014,890 $1.16B -1,003,533 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 20,493,631 $1.03B 0.05% +165,415 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,349,478 $772M 0.1% -129,707 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 13,972,314 $703M 1.68% -283,186 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,505,350 $679M 0.67% -353,702 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 13,488,012 $678M 0.13% +492,857 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/ 12,056,265 $606M 0.04% +1,339,839 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,228,805 $514M 0.78% +637,405 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 9,135,043 $459M 0.13% +1,637,385 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,954,599 $350M 0.21% +1,251,278 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 6,707,905 $337M 0.64% +134,551 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,272,115 $315M 0.08% +188,310 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 5,599,510 $282M 4.26% +232,640 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,293,309 $266M +15,224 Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,304,051 $216M 6.22% +179,816 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 4,141,430 $208M <0.01% +397,257 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,111,685 $207M 0.28% +2,335,633 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,039,189 $203M 0.3% -175,795 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,014,749 $202M 2.21% +174,072 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,957,789 $199M 0.24% +415,594 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,846,225 $193M +180,507 Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,556,836 $179M 3.95% +357,339 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,508,879 $176M 0.21% -147,427 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,402,884 $171M 0.03% +1,103,035 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,036,673 $153M 0.03% -24,405 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,560,351 $129M 0.07% +188,763 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,546,788 $128M 0.14% +91,139 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,363,691 $119M 3.88% +15,082 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,347,359 $118M 0.46% +2,617 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,027,620 $103M 1.81% -31,594 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,959,018 $98.5M 0.14% +19,548 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,945,859 $97.9M 1.04% -8,395 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,930,327 $97.1M 0.95% +76,984 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,911,373 $96.1M 1.17% -24,422 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,817,280 $91.7M 0.12% +59,820 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,761,477 $88.6M 0.14% +176,385 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,705,535 $85.8M 0.48% +78,915 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,648,740 $82.9M 0.1% -232,432 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,530,633 $77M <0.01% +1,521,606 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,517,483 $76.3M 2.81% -4,222 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,486,795 $74.8M 5.09% +151,071 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,486,004 $74.7M 0.07% +88,859 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 1,485,777 $74.7M 0.01% +132,711 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,469,418 $73.9M 0.42% -91,606 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,433,679 $72.1M -722 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,432,285 $72M 0.39% +88,359 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,322,300 $66.8M 2.32% +118,277 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,301,171 $65.4M 0.85% -21,060 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,167,628 $58.7M 1.02% +65,163 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,162,771 $58.5M 17.65% +3,557 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,133,102 $57M +470,970 Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,105,980 $55.6M 8.15% +11,107 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,074,039 $54M 9.11% -61,706 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,035,648 $52.4M 6.34% +363,519 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,037,572 $52.2M 0.06% +205,315 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 991,532 $49.9M 0.07% +43,008 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 980,932 $49.3M 9.9% -7,418 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 977,185 $49.1M 0.12% +98,572 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 970,527 $48.8M 0.82% -1,404 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 957,875 $48.2M 0.57% -108,191 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 942,979 $47.4M 0.49% +50,260 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 928,015 $46.7M 2.69% +683,125 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 901,670 $45.3M 1.96% -85,749 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 900,006 $45.3M 0.24% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 898,253 $45.2M 3.11% -28,030 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 892,531 $44.9M 1.36% -9,434 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 874,717 $44M 0.16% +99,962 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 874,166 $44M 11.08% -23,195 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 847,429 $42.6M 0.3% +67,480 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 844,399 $42.5M 0.08% -1,119 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 840,380 $42.3M 0.7% +14,485 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 837,021 $42.1M 6.41% +19,381 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 809,643 $40.7M 1.23% +36,033 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 806,676 $40.6M 0.17% +59,792 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 793,591 $39.9M 0.13% +6,342 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 789,995 $39.7M 0.01% +165,960 13F-HR/A Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 789,163 $39.7M 2.24% +18,091 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 761,194 $38.3M 0.05% -23,643 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 745,618 $37.5M 0.84% +96 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 724,138 $36.4M 1.44% -10,953 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 699,992 $35.2M 1.93% +42,122 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 695,282 $35.2M 2.37% +133,935 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 692,090 $34.8M 3.4% +93,438 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 691,896 $34.8M 3.74% +30,628 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 687,459 $34.6M 0.28% -751,283 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 673,326 $33.9M 0.38% +50,416 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 662,875 $33.6M 0.77% -23,441 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 641,037 $32.2M 0.37% +467 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 636,970 $32M 0.72% -37,429 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 636,346 $32M 1.13% +69,800 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 629,379 $31.7M 3.1% +3,465 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 624,010 $31.4M 7.9% -14,595 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 616,050 $31M 1.01% +34,002 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 615,573 $31M 3.71% -25,832 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 611,269 $30.7M 0.64% +17,158 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 602,056 $30.3M 0.25% +7,279 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 595,811 $30M 0.5% +218,091 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 589,131 $29.6M 0.38% +79,087 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 582,930 $29.3M 1.7% +167,088 13F-HR Timeline CX Institutional More: the full row for CX Institutional 564,405 $28.4M 0.85% +22,442 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 558,333 $28.1M 2.93% new 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 532,359 $26.8M 7.43% +53,251 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 515,211 $26M 2.3% +33,355 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 506,744 $25.5M 0.29% +51,388 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 478,993 $24.1M 2.94% -10,436 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 475,297 $23.9M 0.21% -380,799 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 472,289 $23.8M 0.63% +10,536 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 454,064 $22.8M 0.04% -19,704 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 452,643 $22.8M 0.84% +317,820 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 446,783 $22.5M 0.06% +7,483 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 445,880 $22.4M 6.56% +9,879 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 436,638 $22M 6.68% +45,215 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 434,264 $21.8M 0.43% +44,649 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 423,437 $21.3M 1.48% +61,995 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 406,197 $20.4M 1.88% +1,663 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 404,088 $20.3M 11.78% +20,919 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 403,510 $20.3M 1.95% 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 395,788 $19.9M 14.97% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 394,889 $19.9M 0.03% +14,000 13F-HR Timeline Group Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 387,355 $19.5M 4.86% -41,762 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 372,079 $18.7M 0.21% +128,672 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 371,923 $18.7M 0.78% +10,009 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 371,208 $18.7M 3.91% +3,511 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 367,792 $18.5M 2.97% -23,829 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 367,123 $18.5M 0.55% +33,931 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 366,394 $18.4M 0.36% +152,136 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 364,720 $18.3M 0.95% +50,439 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 364,241 $18.3M 0.67% +50,534 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 363,535 $18.3M 0.03% -12,589 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 359,160 $18.1M 0.33% -2,546 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 357,179 $18M 0.01% -3,783 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 346,623 $17.4M 0.04% +6,182 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 335,895 $16.9M 0.11% -83,695 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 332,428 $16.7M 0.07% +4,402 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 331,379 $16.7M 0.02% +47,845 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 330,757 $16.6M 0.74% +10,226 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 330,178 $16.6M 1.45% +180 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 329,923 $16.6M 3.5% -1,324 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 323,987 $16.3M 2.65% +2,253 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 317,901 $16M 5% +650 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 317,878 $16M 1.38% -6,433 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 317,525 $16M 0.04% +32,526 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 313,898 $15.8M 3.12% +2,441 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 312,165 $15.7M 0.84% +7,091 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 310,975 $15.6M 4.58% +202,118 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 309,000 $15.5M 0.03% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 307,667 $15.5M 1.61% +9,792 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 306,658 $15.4M 1.32% -1,284 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 302,771 $15.3M 0.89% -2,103 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 302,118 $15.2M 0.17% +4,627 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 299,536 $15.1M 0.81% +33,469 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 292,191 $14.7M 3.76% +6,995 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 180,445 $14.6M 0.84% +8,466 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 288,485 $14.5M 4.28% +5,721 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 288,336 $14.5M 0.64% +13,893 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 287,626 $14.5M 2.42% +19,502 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 284,776 $14.3M 1.61% +10,220 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 283,885 $14.3M 0.1% +14,080 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 282,439 $14.2M 0.11% -25,793 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 279,608 $14.1M 0.08% -2,980 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 276,450 $13.9M 0.02% +121,118 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 274,375 $13.8M 6.07% +111,518 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 268,868 $13.5M 0.46% -10,716 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 268,307 $13.5M 2.89% +4,079 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 264,039 $13.2M 0.05% +4,590 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 259,988 $13.2M 0.07% -51,610 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 261,447 $13.1M 0.15% +68,367 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 259,003 $13M 0.87% +8,499 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 252,425 $12.7M 1.05% -4,672 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 250,690 $12.6M 0.01% +74,279 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 249,802 $12.6M 1.68% +5,658 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 248,704 $12.5M 1.37% +11,725 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 245,332 $12.3M 9.92% +11,437 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 244,855 $12.3M 0.61% -9,575 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 243,860 $12.3M 0.22% -20,297 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 243,447 $12.2M 0.43% +35,795 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 239,937 $12.1M 0.01% -4,489 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 239,423 $12M 1.46% +6,997 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 237,500 $11.9M 0.01% -25,000 13F-HR Timeline Group Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 237,260 $11.9M 3.94% -3,614 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 234,130 $11.8M 0.03% -99,162 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 232,139 $11.7M 0.15% +77,801 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 232,126 $11.7M 0.83% -33,198 13F-HR/A Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 230,186 $11.6M 1.96% +5,123 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 220,276 $11.1M 0.2% -3,796 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 218,414 $11M 4.66% +5,177 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 215,539 $10.8M 0.04% +27,530 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 214,431 $10.8M 0.12% +96,462 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 211,254 $10.6M 0.02% -462,646 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 210,266 $10.6M 0.46% +100,418 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 210,179 $10.6M 0.09% +14,802 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 204,543 $10.3M 0.11% +58,878 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 204,478 $10.3M 1.77% +16,648 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 203,717 $10.2M 0.05% +9,271 13F-HR Timeline