BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,909,754 $526M 0.03% -251,963 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,762,295 $515M 0.03% +640,475 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,496,301 $418M 5.11% -4,906 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,661,274 $355M 0.01% +49,213 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,543,862 $270M -47,032 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,748,297 $209M +456,073 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,602,699 $196M 0.01% +479,577 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,207,262 $168M 12.94% +1,012,918 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,055,783 $156M 0.03% +425,837 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,907,498 $145M +94,678 Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,776,727 $135M 10.16% +99,029 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,658,498 $126M 0.15% +137,132 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,593,393 $121M 0.03% +586,114 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,474,488 $112M 0.07% new 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,382,668 $105M 7.09% +111,706 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,378,607 $105M 4.13% -33,708 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,291,719 $98.3M 2.96% +998 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,180,155 $89.8M 0.49% +1,167,371 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,089,303 $82.9M 0.37% +5,151 13F-HR Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 1,075,982 $81.9M -1,029,401 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,058,551 $80.6M 0.01% +97,356 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,033,676 $78.7M 5.11% +521,317 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,002,144 $76.3M 0.46% +68,435 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 982,891 $74.8M 5.24% +233,993 13F-HR Timeline Group TLWM More: the full row for TLWM 942,276 $71.7M 11.66% +2,177 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 915,931 $69.7M 0.11% +58,890 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 829,770 $63.2M 1.57% -2,065 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 734,273 $55.9M 0.32% +3,270 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 711,356 $54.1M 0.17% +41,877 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 685,833 $52.2M 0.01% -181,188 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 680,618 $51.8M 1.07% -16,017 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 675,748 $51.4M 1.69% -19,056 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 661,607 $50.4M 0.05% +99,053 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 613,805 $46.7M 0.05% -15,711 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 584,590 $44.5M 0.28% +48,578 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 578,518 $44M 5.26% +86,636 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 551,632 $42M 27.14% +1,886 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 530,928 $40.4M 0.01% +58,336 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 527,232 $40.1M 0.01% +70,872 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 520,297 $39.6M 0.01% +154,056 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 487,433 $37.1M 0.17% +32,012 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 486,100 $37M 0.73% +12,400 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 474,488 $36.1M 0.04% +46,030 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 471,227 $35.9M 0.09% -56,392 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 462,777 $35.2M 4.05% +22,933 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 461,427 $35.1M 1.61% +5,385 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 461,045 $35.1M 0.07% -534,356 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 459,272 $35M 8.38% -14,225 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 455,763 $34.7M 0.16% +45,083 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 484,021 $33.1M 0.01% +12,323 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 432,859 $32.9M 0.01% +40 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 425,907 $32.4M 0.43% -3,135 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 425,617 $32.4M 0.16% -10,861 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 414,366 $31.5M 0.04% +17,964 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 401,998 $30.6M -45,472 Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 401,044 $30.5M 0.05% -35,000 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 393,241 $29.9M 8.53% -5,556 13F-HR/A Timeline Financial Council, LLC More: the full row for Financial Council, LLC 392,461 $29.9M 9.69% +5,205 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 383,334 $29.2M 0.15% +36,903 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 375,076 $28.5M 0.04% +27,669 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 335,085 $25.5M 0.07% +247,842 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 327,576 $24.9M 0.02% +10,933 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 308,971 $23.5M 0.81% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 302,660 $23M -8,286 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 301,412 $22.9M 0.14% -15,520 13F-HR/A Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 298,550 $22.7M 1.35% -3,690 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 296,085 $22.5M 0.01% -252,932 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 294,338 $22.4M 4.13% +12,557 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 293,334 $22.3M <0.01% +175,184 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 291,901 $22.2M 0.05% +23,903 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 285,463 $21.7M 0.21% +89,218 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 284,351 $21.6M 0.04% +2,162 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 284,196 $21.6M 4.71% +19,867 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 287,888 $21.6M 2.84% +58,488 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 270,792 $20.6M 0.01% -429,186 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 263,933 $20.1M 0.02% +6,112 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 262,509 $20M 0.06% +11,407 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 253,532 $19.3M 0.03% +9,578 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 252,788 $19.2M 0.03% +228,256 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 226,336 $17.2M 0.96% -4,886 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 222,260 $16.9M 1.87% +39,947 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 222,202 $16.9M <0.01% -7,693 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 214,683 $16.4M 0.16% -275 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 214,141 $16.3M 5.12% +32,332 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 212,797 $16.2M 0.49% -6,874 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 208,194 $15.8M 0.32% +2,498 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 208,191 $15.8M 1.46% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 206,468 $15.7M 0.02% +169,194 13F-HR/A Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 205,056 $15.6M 3.91% +7,657 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 200,738 $15.3M <0.01% -17,868 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 200,223 $15.2M 2.32% +6,024 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 199,778 $15.2M 0.03% +59,470 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 198,583 $15.1M 0.03% +50,124 13F-HR/A Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 198,150 $15.1M <0.01% +93,750 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 195,596 $14.9M 0.07% +12,278 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 194,071 $14.8M 0.02% +6,880 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 192,228 $14.6M 0.02% -18,638 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 184,025 $14M 4.03% +1,268 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 176,942 $13.8M 0.72% +168,579 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 179,937 $13.7M 1.5% +5,501 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 181,150 $13.6M 0.91% +29,895 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 66,221 $13M 1.58% -47 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 166,228 $12.7M 0.01% +6,790 13F-HR Timeline Group CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 165,185 $12.6M 4.43% -670 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 164,531 $12.5M 0.01% -4,429 13F-HR Timeline Group Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 164,223 $12.5M 6.06% -2,302 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 163,166 $12.4M 0.12% -100,003 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 162,410 $12.4M 0.04% -27,238 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 161,245 $12.3M 0.06% -819 13F-HR Timeline Trust Co More: the full row for Trust Co 159,412 $12.1M 1.09% -4,210 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 157,333 $11.9M 0.02% +19,931 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. 145,651 $11.1M 0.02% -280,644 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 143,228 $10.9M 0.94% +25,996 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 139,999 $10.7M 0.31% -6,490 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 139,345 $10.6M <0.01% +26,836 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 138,864 $10.6M 6.12% +15,420 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 136,270 $10.4M 0.58% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 135,300 $10.3M 0.03% 0 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 135,628 $10.2M 0.29% +60,440 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 133,091 $10.1M 0.18% +45,017 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 131,881 $10M 4.15% +45,685 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 130,936 $9.97M 0.1% +58,351 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 129,848 $9.88M 0.05% +20,966 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 127,559 $9.71M 6.8% +6,908 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 125,108 $9.52M 1.49% +761 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 124,783 $9.5M 0.41% -2,421 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 123,808 $9.42M 0.43% +15,471 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 123,648 $9.41M 0.07% -5,478 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 123,633 $9.41M 0.83% -124 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 122,027 $9.29M 0.01% -16,613 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 121,980 $9.28M 0.31% -3,075 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 119,531 $9.1M 0.54% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 118,529 $9.02M 0.1% +11,498 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 118,365 $9.01M 0.07% +12,507 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 110,022 $8.37M 0.1% -57 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 107,737 $8.2M 0.04% +12,376 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 107,458 $8.18M 0.35% +13,832 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 106,718 $8.12M 0.12% +47,438 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 105,929 $8.06M 5.18% +6,214 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 102,994 $7.84M 0.04% -304 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 102,415 $7.79M 0.43% +3,658 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 102,070 $7.67M 0.11% -1,238 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 100,223 $7.63M 6.45% +6,880 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 100,000 $7.61M 0.46% +68,900 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 99,905 $7.6M <0.01% +78,806 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 95,199 $7.25M 0.01% +32,390 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 94,725 $7.21M 2.66% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 92,408 $7.03M 0.12% -119,584 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 91,099 $6.93M 0.07% -6,276 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 90,018 $6.85M 0.4% -16,732 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 90,000 $6.85M 0.06% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 88,140 $6.71M 3.88% +91 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 88,072 $6.7M 0.04% +27,207 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 86,989 $6.62M 0.22% -4,932 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 86,156 $6.56M 0.29% -12,150 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 86,103 $6.55M 1.82% +14,961 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 84,901 $6.46M 0.01% +28,867 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 84,232 $6.41M 0.05% new 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 84,173 $6.41M 0.36% -2,927 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 84,013 $6.39M 1.32% -954 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 82,628 $6.29M 5.33% +24,085 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 82,012 $6.24M 0.23% +16,927 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 81,600 $6.21M 0.98% +21,297 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 81,496 $6.2M 0.1% -5,586 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 80,695 $6.14M 1.18% -13,091 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 80,695 $6.14M 0.99% -13,091 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 80,389 $6.12M 2.07% +3,534 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 80,259 $6.11M 1.44% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 79,491 $6.05M 0.17% +46,171 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 79,242 $6.03M 6.5% -10,890 13F-HR Timeline Ehrenkranz Partners L.P. 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