JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 44,720,653 $2.23B 0.15% -59,830,919 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 38,571,552 $1.92B 1.18% +1,920,046 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 27,925,540 $1.39B 0.08% +2,752,797 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 27,532,088 $1.37B 0.93% +2,499,613 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,913,759 $1.24B 2.73% +760,249 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 24,841,825 $1.24B +1,826,935 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 24,433,775 $1.22B 0.38% -180,421 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 20,319,509 $1.01B 0.05% -174,122 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 14,599,761 $728M 0.1% -749,717 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 14,516,334 $724M +544,020 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,373,737 $717M 0.14% +885,725 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 14,164,689 $707M 0.65% +659,339 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/ 12,650,375 $631M 0.05% +594,110 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,832,376 $540M 0.8% +603,571 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 9,638,050 $481M 0.13% +503,007 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,880,433 $441M 0.21% +1,925,834 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,223,222 $360M 0.09% +951,107 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 6,930,029 $346M 0.65% +222,124 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 6,316,714 $315M 4.62% +717,204 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,436,755 $271M +143,446 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,947,185 $247M +1,100,960 Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 4,445,112 $222M new Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,482,589 $220M 0.31% +370,904 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,401,851 $220M 0.31% +362,662 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,267,150 $213M 0.25% +309,361 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,250,870 $212M 2.32% +236,121 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,233,953 $211M 6.02% -70,098 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,492,612 $174M 0.21% -16,267 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,465,055 $173M 3.72% -91,781 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,311,160 $165M 0.03% -91,724 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,198,132 $160M 0.04% +161,459 13F-HR/A Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,638,988 $132M 2.28% +611,368 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,622,261 $131M 0.14% +75,473 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,462,866 $123M 0.07% -97,485 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 2,453,861 $122M 4.07% +90,170 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,367,474 $118M 0.47% +20,115 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,153,555 $107M 1.05% +223,228 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,930,365 $96.3M 1.02% -15,494 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,896,133 $94.6M 1.09% -15,240 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,846,369 $92.1M 0.52% +140,834 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 1,804,894 $90M 0.02% +319,117 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,779,228 $88.8M +345,549 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,707,796 $85.2M 0.13% -53,681 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,615,681 $80.6M 0.39% +146,263 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,608,506 $80.3M 0.12% -350,512 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,587,787 $79.6M 2.57% +265,487 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,569,663 $78.3M 5.26% +82,868 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,555,177 $77.6M 0.07% +69,173 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,547,081 $77.2M 2.78% +29,598 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,428,518 $71.3M 10.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,365,610 $68.1M 0.94% +1,213,245 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,361,467 $67.9M 0.37% -70,818 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,319,857 $65.8M 0.93% +18,686 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,314,757 $65.6M 1.03% +147,129 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,299,844 $64.8M 0.32% +399,838 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,273,664 $63.5M 0.51% +315,789 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,291,956 $63.3M 0.14% -525,324 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,184,865 $59.1M +51,763 Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,172,202 $58.5M 17.57% +9,431 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,151,605 $57.5M 0.06% +114,033 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,100,757 $54.9M 8.1% -5,223 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,094,845 $54.6M 9.27% +20,806 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,045,621 $52.2M 2.23% +143,951 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 992,577 $49.5M 0.49% +49,598 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 989,502 $49.4M 0.26% +142,073 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 973,264 $48.6M 0.86% +2,737 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 957,011 $47.7M 9.78% -23,921 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 913,240 $45.6M 2.7% -14,775 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 896,240 $44.7M 11.4% +22,074 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 895,626 $44.7M 0.16% +20,909 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 894,199 $44.6M 3.03% -4,054 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 885,687 $44.2M 1.32% -6,844 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 869,401 $43.4M 0.18% +62,725 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 868,264 $43.3M 6.56% +31,243 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 866,033 $43.2M 0.06% +104,839 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 845,847 $42.2M 1.16% +36,204 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 842,572 $42M 0.09% -1,827 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 824,157 $41.1M 0.11% -153,028 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 811,204 $40.5M 2.26% +22,041 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 801,648 $40M 1.48% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 797,132 $39.8M 0.13% +3,541 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 777,821 $38.8M 0.05% -213,711 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 770,917 $38.5M 3.78% +78,827 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 751,234 $37.5M 4.92% -284,414 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 745,522 $37.2M 0.81% -96 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 733,944 $36.6M 0.61% +138,133 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 721,059 $36M 20.37% +325,271 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 718,533 $35.8M 4.29% +160,200 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 715,114 $35.7M 0.6% -125,266 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 707,563 $35.3M 1.38% -16,575 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 705,710 $35.2M 1.12% +341,469 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 703,776 $35.1M 4.04% +11,880 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 703,253 $35.1M 1.87% +120,323 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 702,048 $35M 1.84% +2,056 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 695,356 $34.7M 3.44% +65,977 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 675,736 $33.7M 0.26% -11,723 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 673,326 $33.6M 0.42% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 653,649 $32.6M 0.24% +51,593 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 652,691 $32.6M 1.03% +36,641 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 645,040 $32.2M 8.17% +21,030 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 641,610 $32M 0.45% +52,479 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 632,719 $31.6M <0.01% -157,276 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 629,537 $31.4M 3.83% +13,964 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 625,727 $31.2M 0.37% -15,310 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 609,855 $30.4M 0.64% -1,414 13F-HR Timeline CX Institutional More: the full row for CX Institutional 589,649 $29.4M 0.9% +25,244 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 564,104 $28.5M 2.55% +48,893 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 561,677 $28M 0.32% +54,933 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 554,843 $27.7M 0.21% +272,404 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 540,555 $27.1M 7.08% +8,196 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 537,063 $26.8M 0.64% -99,907 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 529,087 $26.4M 2.42% +125,577 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 508,854 $25.4M 0.21% +33,557 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 505,263 $25.2M 2.4% +255,461 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 505,550 $25.2M 7.37% +59,670 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 492,252 $24.6M 3.06% +13,259 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 487,296 $24.3M 0.64% +15,007 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 477,945 $24.1M 0.36% +43,681 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 480,231 $24M 0.02% +437,290 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 465,886 $23.2M 2.03% +59,689 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 453,445 $22.6M 0.04% -619 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 448,066 $22.4M 0.06% +1,283 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 445,141 $22.2M 0.93% +114,384 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 444,040 $22.2M 0.03% +112,661 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 442,400 $22.1M 0.03% +231,146 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 439,579 $21.9M 6.43% +2,941 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 438,026 $21.9M 12.41% +33,938 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 429,624 $21.4M 5.29% +42,269 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 425,853 $21.2M 1.44% +2,416 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 423,749 $21.1M 0.39% +179,889 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 412,488 $20.6M 0.03% +17,599 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 408,410 $20.4M 4.02% +37,202 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 401,700 $20M 0.01% new 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 397,947 $19.9M 0.01% +40,768 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 391,387 $19.5M 0.84% +19,464 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 378,843 $18.9M 0.03% +370,974 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 375,373 $18.7M 0.81% -77,270 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 366,394 $18.4M 0.36% 0 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 366,273 $18.3M 0.01% +115,583 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 364,797 $18.2M 0.03% +1,262 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 364,470 $18.2M 0.94% -250 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 357,307 $17.8M 2.79% -10,485 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 352,368 $17.6M 4.88% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 349,658 $17.4M 0.34% -9,502 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 347,016 $17.3M 3.62% +17,093 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 346,974 $17.3M 0.09% +169,774 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 336,750 $16.8M 0.03% -9,873 13F-HR Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 330,270 $16.5M 1.25% +92 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 330,206 $16.5M 0.72% +41,870 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 330,131 $16.5M 2.67% +6,144 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 328,916 $16.4M 0.88% +29,380 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 327,448 $16.3M 0.04% +9,923 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 325,037 $16.2M 4.84% +7,136 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 317,426 $15.8M 3.15% +3,528 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 313,565 $15.8M 0.9% +10,794 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 311,945 $15.6M 1.46% +4,278 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 311,766 $15.6M 1.34% -6,112 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 311,764 $15.6M 0.48% -55,359 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 311,346 $15.5M 0.8% -819 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 307,301 $15.5M 0.1% +23,416 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 309,000 $15.4M 0.04% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 306,331 $15.3M 0.83% +125,886 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 302,477 $15.1M 4.1% +13,992 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 299,960 $15M 1.23% -6,698 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 295,420 $14.7M 0.1% -40,475 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 294,858 $14.7M 0.17% -7,260 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 290,504 $14.5M 0.14% +85,961 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 289,606 $14.4M 1.63% +4,830 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 288,920 $14.4M 3.03% +20,613 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 287,500 $14.3M 0.02% +50,000 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 281,255 $14M 0.15% +66,824 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 278,096 $13.9M 2.3% -9,530 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 276,667 $13.8M 11.39% +92,437 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 272,330 $13.6M 0.9% +13,327 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 270,029 $13.5M 2.22% +65,551 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 269,394 $13.4M 0.07% +9,406 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 268,707 $13.4M 6.28% +72,165 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 267,565 $13.3M 0.03% +33,435 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 267,538 $13.3M 1.1% +66,990 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. 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