MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,437,430 $1.19B 0.07% +1,438,226 13F-HR/A Timeline Group Mass General Brigham, Inc More: the full row for Mass General Brigham, Inc 4,613,955 $653M 80.62% 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,620,110 $371M 0.23% +1,911,879 13F-HR Timeline Group Granger Management LLC More: the full row for Granger Management LLC 1,858,121 $263M 69.49% +993,300 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,779,085 $252M 0.05% +89,940 13F-HR Timeline Group P/E Global LLC More: the full row for P/E Global LLC 1,765,619 $250M 18% -355,488 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,729,890 $245M 10.48% -2,060 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 1,617,043 $229M -30,543 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,492,581 $211M 0.03% +1,428,317 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,401,338 $198M 2.15% -1,846,637 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. 1,386,990 $196M 0.11% +12,647 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,360,020 $192M 0.03% +600,942 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,352,695 $191M 0.01% +51,851 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,315,860 $186M 2.81% -36,882 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/ 1,261,735 $179M 0.01% +186,099 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,246,414 $176M 0.99% -46,910 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,216,727 $172M +433,666 Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,100,504 $156M 1.23% -42,798 13F-HR Timeline Group COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 998,747 $141M 11.48% +502,188 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 924,717 $131M <0.01% +440,786 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 910,093 $129M 5.17% -8,112 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 852,915 $121M 16.91% -11,274 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 845,692 $120M 0.05% +118,662 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 810,919 $115M 2.21% -1,947 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 781,591 $111M 0.15% +14,018 13F-HR/A Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 769,701 $109M 1.75% -187,827 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 762,501 $109M 0.02% +570,493 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 740,472 $105M 0.06% +41,046 13F-HR/A Timeline Group Rector, Church-Wardens & Vestrymen of T… More: the full row for Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York 734,331 $104M 43.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 717,923 $102M 0.16% +227,957 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 705,243 $99.8M 0.14% +104,784 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 689,106 $97.5M 0.29% +74,463 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 685,620 $97M 0.02% +15,727 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 671,572 $95.3M 0.66% +167,327 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 649,002 $91.8M 4.52% -61,693 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 616,043 $87.2M 25.81% +67,738 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 610,133 $86.3M 0.37% +419,684 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 561,722 $79.5M 0.05% +354,380 13F-HR Timeline Group HF Capital, LLC More: the full row for HF Capital, LLC 529,425 $74.9M 44.67% 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 516,347 $73.1M 0.02% +94,390 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 491,054 $69.5M 1.92% -525,500 13F-HR/A Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 483,180 $68.4M 0.19% +347,070 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 470,715 $66.6M 8.55% 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 467,617 $66.2M 0.12% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 432,964 $61.3M 0.07% -30,253 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 432,461 $61.2M 0.12% -355,872 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 428,498 $60.6M 0.02% +63,957 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 422,395 $59.8M 0.68% -2,458 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 417,884 $59.1M 1.2% -18,650 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 414,254 $58.6M 15.46% +2,071 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 406,085 $57.5M 0.01% +48,740 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 364,135 $51.5M 0.01% -66,763 13F-HR Timeline BRANDYWINE MANAGERS, LLC group of 2 filers holding More: the full row for BRANDYWINE MANAGERS, LLC 355,394 $50.3M 0 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 336,645 $46.9M 0.18% -6,985 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 326,330 $46.2M 0.18% +117,367 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 321,149 $45.4M 0.34% +19,932 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 317,409 $44.9M 0.17% -288 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 305,603 $44.1M 0.06% +4,934 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 298,807 $42.3M +111,194 Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 296,297 $41.9M 10.17% +15,726 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 288,803 $40.9M 0.05% -20,395 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 288,213 $40.8M 1.52% -117,751 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 284,214 $40.2M 0.05% +1,179 13F-HR Timeline Group Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 276,800 $39.2M 8.77% 0 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 267,543 $37.9M 0.62% +7,066 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 265,663 $37.6M 0.05% -14,288 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 262,973 $37.2M 0.05% +47,350 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 251,802 $35.6M 0.3% -13,030 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 245,406 $35.4M 4.45% +1,075 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 244,699 $34.6M 0.05% -103,316 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 232,544 $32.9M 0.02% +22,562 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 223,385 $31.6M 6.3% +19,161 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 222,800 $31.5M 1.44% 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 211,172 $29.9M 0.5% +4,265 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 207,698 $29.4M 2.89% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 201,782 $28.6M 2.48% +174,782 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 200,000 $28.3M 0.18% +135,000 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 199,890 $28.3M 1.55% -10,198 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 199,113 $28.2M 0.43% +11,503 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 199,089 $28.2M 1.11% +11 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 195,402 $27.6M 0.1% +13,255 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 194,677 $27.5M 0.05% +15,575 13F-HR/A Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 194,095 $27.5M 3.26% -3,775 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 192,668 $27.4M 0.02% -50,625 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 190,719 $27M 3.52% -121,080 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 189,758 $26.8M 0.05% -25,572 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 188,229 $26.6M 0.59% -23,152 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 181,265 $25.6M 0.02% +154,778 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 181,055 $25.6M 1.87% -193,053 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 172,620 $24.4M 1.09% -4,741 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 164,318 $23.2M 3.91% -13,111 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 158,528 $22.4M 0.25% +2,034 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 156,652 $22.2M 0.09% +7,291 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 154,434 $21.9M 16.46% 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 150,441 $21.3M -109,020 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 148,900 $21.1M 0.03% +119,200 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 148,259 $21M <0.01% -14,684 13F-HR Timeline Group WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 139,895 $19.9M 0.04% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 136,321 $19.3M 0.02% +84,842 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 135,697 $19.2M 1.05% -6,118 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 131,733 $18.6M 0.85% +1,339 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 130,401 $18.5M 3.16% +110,188 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 122,708 $17.4M 0.03% +11,183 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 121,977 $17.3M 1.19% -4,740 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 120,827 $17.1M 3.74% +1,254 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 119,857 $17M 0.69% +71,721 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 118,710 $16.8M 1.8% +452 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 118,178 $16.7M 0.59% +34,655 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 117,339 $16.6M 1.04% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 116,350 $16.5M 0.02% -44,681 13F-HR Timeline Group Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 115,853 $16.4M 15.47% +2,566 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 115,304 $16.3M 0.04% +1,155 13F-HR Timeline Group PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 112,694 $15.9M 0.12% 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 112,058 $15.9M 0.1% -493 13F-HR Timeline Group CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 111,614 $15.8M +100,531 Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 107,396 $15.2M <0.01% -50,726 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 105,046 $14.9M 0.02% -1,002 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 104,647 $14.8M 2.16% +292 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 103,143 $14.6M 2.04% +3,936 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 97,029 $13.7M 3.56% -3,403 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 94,212 $13.3M 4.98% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 93,187 $13.2M 0.01% -1,781 13F-HR/A Timeline Group PFG Advisors More: the full row for PFG Advisors 92,110 $13M 0.63% -4,637 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 90,983 $12.9M 0.08% -8,960 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 89,595 $12.7M 0.67% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 89,231 $12.6M 0.27% +11,198 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 88,814 $12.6M 0.01% +629 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 88,424 $12.5M 0.05% +11,430 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 87,332 $12.4M 4.2% -170 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 86,438 $12.2M 1.03% +5,230 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 85,770 $12.1M 0.23% 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 85,282 $12.1M 0.1% -6,350 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 85,000 $12M 1.1% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 84,865 $12M 4.77% +2,553 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 84,591 $12M 0.02% -157 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 84,041 $11.9M 0.02% +22,462 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 83,731 $11.8M 0.03% -622,469 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 83,076 $11.8M 2.23% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 82,788 $11.7M 0.97% -230 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 81,090 $11.5M 6.77% +18 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 80,900 $11.4M 0.87% -589 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 79,500 $11.2M 3.57% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 77,072 $10.9M 0.05% +12,841 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 73,841 $10.4M 3.47% +10,710 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 72,995 $10.3M 0.21% +1,287 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 69,553 $9.84M 0.3% +59,033 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 68,887 $9.75M 2.47% +4,000 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 67,283 $9.52M 0.02% -766 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,915 $9.33M 0.02% +17,923 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 65,357 $9.25M <0.01% +12,435 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 63,724 $9.02M 0.93% -9,300 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 63,051 $8.92M 0.02% +25,470 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 62,900 $8.9M 2.82% +2,987 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 62,448 $8.84M 0.19% +27,180 13F-HR Timeline Group Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 108,652 $8.82M 4.09% +106,919 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 62,256 $8.81M 0.11% -159 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 60,086 $8.65M 1.13% -1,309 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 60,892 $8.62M 4.55% +49 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 60,002 $8.49M 0.75% +25 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 58,892 $8.33M 0.58% +8 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 58,016 $8.21M 1.13% 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 57,563 $8.2M <0.01% +22,971 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 57,357 $8.12M 0.15% -23 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 56,854 $8.04M 0.67% +10,863 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 56,435 $7.98M 0.09% +45,303 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 55,807 $7.9M 0.04% 13F-HR Timeline Group Harding Loevner LP More: the full row for Harding Loevner LP 55,069 $7.79M 0.07% -8,446 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 54,862 $7.76M 1.51% 0 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 54,789 $7.75M 0.01% +38,499 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 51,974 $7.4M 0.05% 0 13F-HR Timeline Group Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 51,937 $7.35M 1.74% -11,319 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. 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Administradora General de Fondos 41,923 $5.93M 5.33% +1,337 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 41,566 $5.88M 0.32% +3 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 41,345 $5.85M 0.79% -1,225 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 41,040 $5.81M 0.98% +1,115 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 40,410 $5.72M <0.01% -84,072 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 40,057 $5.67M 0.01% -2,656 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 39,961 $5.65M 0.08% +2,123 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 39,719 $5.62M 0.03% 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 39,296 $5.56M 1.53% -1,842 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 38,987 $5.52M 0.62% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 38,749 $5.48M 0.06% -4,832 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 38,430 $5.44M 0.16% -2,533 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 37,827 $5.35M 0.08% +29,901 13F-HR Timeline