VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 92,030,931 $7.87B +2,121,270 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,262,281 $2.07B 0.13% -1,940,339 13F-HR Timeline Group Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 18,047,363 $1.53B -12,098,432 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,670,131 $1.34B 0.07% +1,616,966 13F-HR Timeline Group Narodna banka Slovenska More: the full row for Narodna banka Slovenska 14,913,131 $1.27B 36.47% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,420,603 $1.15B +101,609 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,318,953 $711M 0.45% +8,199,994 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,363,846 $708M 3.97% +300,748 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 7,001,350 $599M +1,283,392 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,789,217 $580M 0.53% +179,480 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,446,651 $551M 3.03% +111,689 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,284,729 $537M 1.21% +104,211 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,816,052 $497M 0.11% +609,545 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,741,209 $491M 3.59% +159,701 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,470,609 $468M 0.09% +537,903 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,278,243 $451M 6.03% +75,484 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,824,800 $412M 0.07% +138,731 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,816,465 $412M 0.07% +160,855 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,510,975 $386M -76,147 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,485,289 $383M 0.37% +814,215 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,000,000 $342M 0.2% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,989,477 $341M 0.09% +356,122 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 3,822,374 $327M 12.87% -130,025 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 2,961,440 $253M 0.1% 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,512,181 $215M 0.25% +203,446 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 2,246,322 $192M 5.61% +163,740 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,210,219 $189M 0.23% +1,710,490 13F-HR/A Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,152,807 $184M 0.45% +51,832 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,151,995 $184M 9.03% +22,765 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,164,896 $182M 0.3% +138,207 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,257,242 $181M 0.22% +395,955 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,990,294 $170M 0.24% -155,262 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,952,533 $167M 0.15% +61,649 13F-HR Timeline Group First American Financial Corp More: the full row for First American Financial Corp 1,918,164 $164M 42% -187,246 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,915,177 $164M +45,730 Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,836,573 $156M 13.7% +1,650,700 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,815,825 $155M 0.24% +48,043 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,766,385 $150M 0.01% +77,249 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,739,716 $149M 1.4% -4,007 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,531,351 $131M 0.2% +23,889 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,474,438 $126M 5.87% +44,363 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,439,435 $123M 3.15% -9,624 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,395,132 $119M 1.42% +192,076 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,370,361 $117M 10.37% -41,852 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,352,080 $116M 10.09% +24,606 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,217,344 $104M 10.55% -222,295 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,341,785 $103M 0.03% +27,418 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,160,076 $99.2M 0.05% +160,035 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,153,621 $98.6M 4.81% +3,772 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,144,537 $97.8M 4% +381,894 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,102,361 $94.2M 10.19% +57,975 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,099,337 $94M 1.48% +126,698 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,084,665 $92.1M 2.6% -14,710 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 1,208,887 $91.6M 11.11% +8,183 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,052,877 $90M 0.07% -25,473 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,043,855 $89.2M 1.71% +18,849 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,099,658 $89.2M 0.26% +503,963 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,033,613 $88.4M 0.11% +42,180 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,026,457 $87.7M 0.09% +280,684 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,025,567 $87.7M 7.5% +14,958 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,004,549 $85.9M 1.77% +64,595 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 998,798 $85.4M 0.25% +555,776 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 995,159 $85.1M 8.11% -5,653 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 993,943 $85M 0.05% +46,624 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 995,284 $84.7M 19.68% +68,820 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 952,246 $81.4M 0.17% +266,516 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 917,505 $78.4M 0.36% -49,116 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 918,060 $77.6M 0.03% +272,084 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 893,166 $76.4M 1.46% +960 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 883,797 $75.6M <0.01% +144,324 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 840,553 $71.9M 0.53% +64,885 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 808,202 $69.1M 13.56% -12,370 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 795,189 $68M 3.03% +20,710 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 788,540 $67.4M 0.4% +50,098 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 781,904 $66.8M 6.8% +32,173 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 769,013 $65.7M -71,812 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 760,554 $65M 0.3% -73,821 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 760,173 $65M 0.36% -17,624 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 742,585 $63.5M 0.3% +12,768 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 742,447 $63.5M 0.55% +7,053 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 736,191 $62.9M 17.18% +11,760 13F-HR Timeline 25 LLC More: the full row for 25 LLC 728,825 $62.3M 17.06% +16,283 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 726,955 $62.1M 2.13% +4,736 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 725,063 $62M 0.12% +116,570 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 705,274 $60.3M 7.7% +16,834 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 690,694 $59M -18,880 Timeline Woodbridge Co Ltd More: the full row for Woodbridge Co Ltd 668,000 $57.1M 0.23% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 655,635 $56.1M 0.31% +232,635 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 641,058 $54.8M 6.83% -2,601 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 633,831 $54.2M 1.57% +50,962 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 623,658 $53.3M 17.15% +57,568 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 622,737 $53.2M 3.33% +306,632 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 617,531 $52.8M 0.01% +57,214 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 611,628 $52.3M 0.76% +354,288 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 600,302 $51.3M 11.78% +7,050 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 578,892 $49.5M 5.36% +2,472 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 570,737 $48.8M 1.53% -9,736 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 553,628 $47.7M 14.91% +200,221 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 556,568 $47.6M 3.18% +15,005 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 553,794 $47.3M 0.08% +491,103 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 529,782 $45.3M 6.03% +11,420 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 521,383 $44.6M 4.48% +7,992 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 521,334 $44.6M <0.01% +31,718 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 519,610 $44.4M 2.29% -9,991 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 510,479 $43.6M 2.63% -2,289 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 504,459 $43.1M 0.07% +208,235 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 502,200 $42.9M 0.05% +426,916 13F-HR Timeline Group Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 494,100 $42.2M 8.86% +16,500 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 486,009 $41.5M 2.79% -5,304 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 481,632 $41.2M 1.27% +13,296 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 474,579 $40.6M 0.15% +154,995 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 468,494 $40.1M 0.07% +33,059 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 450,615 $38.5M 0.16% -1,057 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 446,466 $38.2M 1.02% +8,142 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 445,380 $38.1M 0.95% -3,949 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 443,771 $37.9M 4.69% -2,554 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 284,454 $37.5M 0.18% +50,478 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 434,154 $37.1M 0.14% +109,854 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 431,849 $36.9M <0.01% -37,474 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 428,923 $36.7M +20,898 Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 422,803 $36.1M 1.34% -7,417 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 421,207 $36M +329,850 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 420,091 $35.9M 0.11% +194,151 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 419,285 $35.8M 2.63% -66,767 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 415,990 $35.6M 0.34% +254,301 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 405,599 $34.7M 15.05% -6,991 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 401,654 $34.3M 13.81% +25,546 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 399,872 $34.2M 0.04% +58,806 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 390,580 $33.4M 0.01% +218,052 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 389,370 $33.3M 0.15% +51,739 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 381,595 $32.6M 2.09% -1,811 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 377,384 $32.3M 0.21% +119,932 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 371,312 $31.7M 0.02% +29,219 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 370,656 $31.7M 0.05% -3,243 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 370,419 $31.7M 4.71% +33,334 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 361,433 $30.9M 16.04% +2,573 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 358,140 $30.6M 6.43% -4,076 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 356,275 $30.5M 0.01% -60,092 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 356,067 $30.4M 4.78% +27,580 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 355,676 $30.4M 0.11% +58,489 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 353,954 $30.3M 7.23% -17,757 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 344,219 $29.4M 4.42% -2,019 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 342,216 $29.3M 0.08% +75,288 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 337,147 $28.8M 10.22% +5,244 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 335,307 $28.7M 1.37% +18,175 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 334,704 $28.6M 4.95% +11,078 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 332,583 $28.4M 6.34% +9,933 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 330,495 $28.3M 1.45% -11,843 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 330,933 $28.1M 16% +56,916 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 327,624 $28M 0.38% +12,972 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 327,338 $28M 8.57% -8 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 321,008 $27.4M 9.36% +31,982 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 318,963 $27.3M 0.56% +207,596 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 314,823 $26.9M 5.69% 0 13F-HR Timeline Group Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 313,550 $26.8M 16.39% +1,496 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 311,629 $26.6M 11.75% +3,910 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 310,372 $26.5M 3.36% -2,053 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 310,114 $26.5M 9.15% +158,133 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 305,583 $26.1M 0.18% -88,710 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 301,098 $25.7M 0.7% +156,287 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 300,174 $25.7M 0.49% -5,510 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 298,111 $25.5M 0.06% +30,469 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 296,146 $25.3M 2.18% -225,068 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 292,857 $25M 12.87% +156,386 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 291,213 $24.9M 0.21% +19,804 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 286,869 $24.5M 0.43% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 285,185 $24.4M 5.68% new 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 283,926 $24.3M 6.3% -7,828 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 280,137 $23.9M 13.12% 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 272,333 $23.3M 4.11% +14,095 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 271,144 $23.2M 8.92% -711 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 263,407 $22.5M 3.4% +53,661 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 263,334 $22.5M 7.94% +42,369 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 259,591 $22.2M 0.02% -6,073,777 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 259,347 $22.2M 0.13% -84,866 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 254,952 $21.8M 5.7% +3,642 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 254,291 $21.7M 1.1% +16,845 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 252,242 $21.6M 6.64% -16,194 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 251,639 $21.5M 7.75% +10,162 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 244,750 $20.9M 17.2% -3,357 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 240,547 $20.6M 0.08% +12,623 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 239,553 $20.5M 3.66% -154,013 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 239,479 $20.5M 1.59% +11,041 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 238,561 $20.4M 7.39% +1,063 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 232,552 $19.9M 6.57% -502 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 231,843 $19.8M 12.37% -1,588 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 230,783 $19.7M 0.02% +19,343 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 230,112 $19.7M 9.32% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 224,508 $19.2M 6.53% -5,199 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 224,147 $19.2M 5.64% +6,266 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 221,656 $18.9M 1.53% -20,854 13F-HR Timeline Group GRANVILLE CAPITAL, INC. 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