CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 576,953 $34.4M 0.74% +15,374 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 575,570 $34.4M 3.99% +43,751 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 573,135 $34.2M 1.33% -2,205 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 568,711 $33.9M 0.96% +258,350 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 567,695 $33.9M 0.34% +74,802 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 564,046 $33.7M 1.79% +19,835 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 562,686 $33.6M 0.16% -5,005 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 562,212 $33.6M 0.23% +29,192 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 556,067 $33.2M 3.94% -19,790 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 548,916 $32.8M 2.71% -8,959 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 548,839 $32.8M 0.12% -63,575 13F-HR Timeline Group Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 546,363 $32.6M 9.41% -50,859 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 545,701 $32.6M 3.99% +24,549 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 544,825 $32.5M 4.48% -9,938 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 538,936 $32.2M 1.3% -119,631 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 538,659 $32.2M 2.8% -186 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 535,023 $31.9M 1.43% +10,460 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 534,422 $31.9M 0.32% +38,300 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 533,604 $31.9M 2.69% -366 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 519,852 $31M 2.24% +17,908 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 512,590 $30.6M 0.59% -3,671 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 509,140 $30.4M 12.59% +2,394 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 507,757 $30.3M 1.31% +30,124 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 507,725 $30.3M 0.38% -16,497 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 507,672 $30.3M 0.3% -18,292 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 505,810 $30.2M 3.07% +7,192 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 501,227 $29.9M 3.39% +4,550 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 499,242 $29.8M 0.03% +41,033 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 495,238 $29.6M 1% -7,802 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 483,415 $28.9M 0.03% +135,999 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 480,584 $28.7M 0.29% +23,661 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 475,147 $28.4M +58,007 Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 463,876 $27.7M 1.4% -30,823 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 463,013 $27.6M 1.54% +3,402 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 458,147 $27.3M 6.01% +944 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 451,469 $26.9M 1.63% -731 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 449,589 $26.8M 0.61% -5,735 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 447,429 $26.7M 2.72% +1 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 445,583 $26.6M 0.29% +22,774 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 438,347 $26.2M 1.2% +17,257 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 433,722 $25.9M 1.36% +84,539 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 433,150 $25.9M 3.67% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 431,534 $25.8M 2.63% -7,010 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 430,933 $25.7M 3.78% +69 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 428,052 $25.6M 0.17% -13,098 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 427,991 $25.5M 4.95% +42,055 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 427,673 $25.5M 2.43% -1,205 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 425,154 $25.4M +5,430 Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 424,274 $25.3M 6.75% +9,271 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 417,168 $24.9M 0.01% +5,103 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 414,758 $24.8M 0.84% -365,873 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 410,543 $24.5M 1.8% +15,822 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 408,799 $24.4M 0.01% +596 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 406,824 $24.3M 0.06% +116,882 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 405,252 $24.2M 1.18% -7,617 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 403,971 $24.1M 3.06% +9,468 13F-HR/A Timeline Idaho Trust Co More: the full row for Idaho Trust Co 402,658 $24M 7.02% +44,159 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 395,627 $23.6M 1.17% +44,083 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 391,831 $23.4M 3.11% +10,065 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 390,325 $23.3M 0.28% +19,816 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 389,924 $23.3M 2.37% +1,413 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 388,891 $23.2M 0.78% -8,039 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 388,350 $23.2M 3.52% +7,843 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 387,500 $23.1M 0.07% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 383,621 $22.9M 2.77% +2,725 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 382,141 $22.8M 0.09% +55,722 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 382,829 $22.7M 3.3% -4,541 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 380,198 $22.7M 0.3% -5,834 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 379,673 $22.7M 0.28% +28,229 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 379,398 $22.6M 0.35% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 377,917 $22.6M 0.6% +40,070 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 375,224 $22.4M 2.88% +15,116 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 374,483 $22.4M 3.8% +24,433 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 374,418 $22.3M 1.9% +19,205 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 372,181 $22.2M 0.83% +62,774 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 371,955 $22.2M 1.35% +8,695 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 370,831 $22.1M 0.49% -3,324 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 369,320 $22M 9% +9,668 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 368,778 $22M 4.75% +6,476 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 366,818 $21.7M 2.56% +9,130 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 362,178 $21.6M 4.68% -5,617 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 360,282 $21.5M 0.23% -10,275 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 359,880 $21.5M 0.29% +17,188 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 358,898 $21.4M 0.02% -3,259 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 355,634 $21.2M 6.11% +6,488 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 358,719 $21.1M 3.86% +8,967 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 352,764 $21.1M 0.24% -19,093 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 352,547 $21M 0.32% +15,190 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 350,860 $20.9M 5.59% -210 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 348,838 $20.8M +6,471 Timeline Human Investing LLC More: the full row for Human Investing LLC 347,177 $20.7M 2.69% +7,795 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 343,520 $20.5M 0.3% -92,094 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 340,814 $20.3M 3.51% +3,137 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 337,606 $20M 3.33% +8,712 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 333,795 $19.9M 0.52% -6,454 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 330,841 $19.7M 0.05% -3,823 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 330,529 $19.7M 0.03% +7,723 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 330,293 $19.7M 6.35% +19,865 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 333,463 $19.7M 5.71% +6,808 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 328,394 $19.6M 1.32% -950 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 327,999 $19.6M 0.61% +4,270 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 325,238 $19.4M 0.4% +10,232 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 323,727 $19.3M 0.13% -2,774 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 323,092 $19.3M 0.03% -173,499 13F-HR Timeline Group Parker Financial LLC More: the full row for Parker Financial LLC 321,406 $19.2M 7.01% -2,776 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 320,533 $19.1M 6.89% +8,541 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 319,003 $19M 10.5% +34,530 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 317,691 $19M 1.64% +32,718 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 317,385 $18.9M 3% -116,260 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 317,066 $18.9M 5.42% +7,600 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 316,985 $18.9M 6.38% +9,651 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 315,992 $18.9M 2.95% +344 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 315,363 $18.8M 9.82% new 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 314,873 $18.8M 4.62% +14,758 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 311,830 $18.6M 3.76% -3,202 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 311,179 $18.6M 0.15% +9,402 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 310,532 $18.5M 0.2% +3,788 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 309,859 $18.5M 1.18% -75,654 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 309,371 $18.5M 1.24% -552 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 307,741 $18.4M 0.04% -13,590 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 306,135 $18.3M 0.24% -10,545 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 306,049 $18.3M 3.26% +27,004 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 305,790 $18.3M 0.87% +1,702 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 304,758 $18.2M 4.08% +4,104 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 303,085 $18.1M 1.37% -780 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 302,899 $18.1M 2.74% -2,962 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 302,361 $18M 5.06% +6,966 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 298,000 $17.8M 1.8% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 297,779 $17.8M +16,101 Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 296,581 $17.7M 6.52% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 294,513 $17.6M 0.68% -8,098 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 292,530 $17.5M 0.3% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 292,236 $17.4M 2.34% -84 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 292,056 $17.4M 0.34% +115,704 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 291,559 $17.4M 0.45% -9,466 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 296,186 $17.4M 0.19% +1,439 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 290,977 $17.4M 1.52% +2,600 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 288,101 $17.2M 0.25% -4,423 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 287,905 $17.2M 5.86% +4,043 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 285,266 $17M 0.62% +20,888 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 284,308 $17M 0.85% +2,853 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 283,550 $16.9M 2.88% +739 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 282,762 $16.9M 2.13% +38,938 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 282,436 $16.9M 9.33% -14,595 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 281,539 $16.8M 0.81% +9,959 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 280,908 $16.8M 6.16% +13,939 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 280,219 $16.7M 0.4% +4,557 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 279,891 $16.7M 0.88% -4,302 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 279,601 $16.7M 0.08% -483,057 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 278,874 $16.6M 0.48% +56,381 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 277,373 $16.6M 0.18% +270,012 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 276,275 $16.5M 0.96% +48,767 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 272,808 $16.3M 1.94% +63,262 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 271,382 $16.2M 0.08% +5,585 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 270,263 $16.1M 0.35% +5,722 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 269,821 $16.1M 6.69% +18,652 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 269,212 $16.1M 2.91% +3,894 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 268,016 $16M 5.72% +9,737 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 267,558 $16M 6.6% +1,672 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 266,053 $15.9M 0.87% +184 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 265,063 $15.8M 5.34% +15,877 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 264,964 $15.8M 1.94% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 263,466 $15.7M 0.18% +11,266 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 263,332 $15.7M 1.67% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 262,377 $15.7M 1.71% -1,182 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 262,096 $15.6M 0.57% -14,352 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 261,973 $15.6M 0.45% +8,434 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 261,862 $15.6M 4.44% +38,451 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 260,890 $15.6M 2.53% -10,136 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 260,394 $15.5M 5.87% -2,565 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 257,588 $15.4M 4.09% +31,474 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 257,279 $15.4M 0.1% +27,909 13F-HR Timeline Group Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 256,968 $15.3M 3.8% -1,215 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 255,838 $15.3M 0.38% +15,473 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 254,821 $15.2M 1.05% +128,391 13F-HR Timeline Group Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 253,446 $15.1M 2.47% -3,369 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 253,217 $15.1M 0.08% -5,277 13F-HR Timeline Group Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 252,490 $15.1M 0.84% +65,626 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 252,376 $15.1M 4.82% +2,383 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 252,161 $15.1M 0.44% +23,903 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 251,642 $15M 0.18% -10,997 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 250,863 $15M 0.18% -3,149 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 252,981 $15M 0.4% -3,402 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 250,530 $15M 4% +10,990 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 249,567 $14.9M 2.66% -2,864 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 246,856 $14.7M 0.19% +18,927 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 246,028 $14.7M 2.45% +14,488 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 245,938 $14.7M 1.49% +6,569 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 245,071 $14.6M 2.62% -5,864 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 244,178 $14.6M 0.76% +8,124 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 243,770 $14.6M 0.33% -5,290 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 242,918 $14.5M 1.03% +4,992 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 242,348 $14.5M 0.78% +2,682 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 240,716 $14.4M 0.28% +17,489 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 240,645 $14.4M 4.51% -545 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 240,516 $14.4M 6.25% +9,154 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 239,795 $14.3M 0.05% +29,152 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 239,633 $14.3M 0.26% -7,947 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 238,737 $14.3M 0.38% -66,629 13F-HR Timeline Sovereign Financial Group, Inc. 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