BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,498,372 $391M 0.04% +2,551,619 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,920,380 $257M 0.01% +744,159 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,535,342 $184M 0.01% +103,944 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,711,784 $141M 0.03% -18,718 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,555,236 $81.1M 8.49% +18,373 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,488,876 $77.7M 4.8% -21,823 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,379,764 $72M 0.02% -158,796 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,199,252 $62.6M 0.01% +175,556 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,144,922 $59.7M 0.44% +3,192 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 1,098,677 $57.3M 14.02% -306,768 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,089,204 $56.8M 0.16% +55,273 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,061,479 $55.4M 0.28% -52,177 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,008,403 $52.6M 0.08% +753,989 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 980,461 $51.1M +41,029 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 939,636 $49M 0.08% +326,464 13F-HR Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 894,891 $46.7M +51,991 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 875,872 $45.7M <0.01% +246,023 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 840,007 $43.8M 0.03% +340,000 13F-HR Timeline Group TLWM More: the full row for TLWM 823,546 $43M 8.45% +8,443 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 799,735 $41.8M 0.09% +7,874 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 760,356 $39.7M 0.05% +254 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 757,613 $39.5M 4.74% +408,828 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 731,310 $38.2M 1.05% -22,195 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 714,341 $37.3M 0.01% +432,615 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 691,875 $36.1M 0.01% 13F-HR/A Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 680,588 $35.5M 1.96% +30,767 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 649,185 $35M 1.66% -222,160 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 663,403 $34.6M 1.18% +44,021 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 590,275 $30.8M 0.22% new 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 564,817 $29.5M 0.39% +397,007 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 510,254 $26.6M 0.01% -13,051 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 472,917 $24.7M 0.01% +12,999 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 471,401 $24.6M 0.08% -136,946 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 449,278 $23.4M 0.48% -12,566 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 441,920 $23.1M 0.21% +111,747 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 438,944 $22.9M 9.81% +24,446 13F-HR/A Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 438,605 $22.9M 0.01% +313,156 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 427,258 $22.3M 0.15% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 420,496 $22.1M 0.04% +412,635 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 418,217 $21.8M 1.48% +19,591 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 399,813 $20.9M +60,593 Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 394,613 $20.6M 0.64% -700 13F-HR Timeline Group POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 380,271 $19.8M 0.05% +340,791 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 473,972 $19.8M 0.03% +189,560 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 365,635 $19.1M 0.01% +97,789 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 352,840 $18.4M 1.51% -14,184 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 340,252 $17.7M <0.01% +150,562 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 325,378 $17M 0.07% +129,594 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 309,464 $16.1M 0.8% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 308,785 $16.1M 0.93% -10,465 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 307,978 $16.1M 0.5% -75,219 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 293,237 $15.3M 1% -18,158 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 286,760 $15M 0.04% +6,366 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 285,117 $14.9M 0.02% +4,652 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 259,662 $13.5M 0.02% -150,813 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 251,567 $13.1M 0.03% +24,146 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 251,002 $13.1M 0.02% +34,180 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 249,036 $13M 0.31% -750 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 247,240 $12.9M <0.01% +20,040 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 241,350 $12.6M 0.32% +8,673 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 231,043 $12.1M 2.76% +3,054 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 229,818 $12M 0.12% +5,370 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 220,058 $11.5M 0.07% +5,586 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 218,991 $11.4M <0.01% +187,072 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 218,728 $11.4M 0.27% +161,520 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 202,301 $10.6M 0.01% +59,380 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 197,497 $10.3M 0.02% +164,860 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 196,272 $10.2M 0.02% +51,325 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 195,947 $10.2M 0.03% +61,595 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 193,610 $10.1M 0.06% -30,283 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 186,009 $9.7M 0.03% +69,018 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 181,434 $9.46M 0.56% -10,488 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 170,705 $8.9M 0.34% +18,475 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 158,874 $8.29M 0.14% +138,901 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 155,993 $8.14M 0.11% -1,043 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 151,008 $7.88M 0.73% -2,108 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 150,175 $7.83M 0.08% +22,755 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 150,144 $7.83M 0.08% +8,238 13F-HR Timeline Trust Co More: the full row for Trust Co 148,108 $7.73M 0.89% +145,555 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 147,935 $7.72M 3.08% -6,520 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 146,168 $7.62M 4.86% +1,058 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 142,174 $7.42M 0.12% +2,058 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 141,465 $7.38M 0.01% +5,684 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 140,560 $7.33M 3.71% +84,002 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 136,989 $7.15M 1.09% +28,857 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 135,753 $7.08M 0.81% -32,482 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 135,300 $7.06M 0.03% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 133,969 $6.99M 0.89% -22,137 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 133,501 $6.96M 0.06% +10,718 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 132,915 $6.93M 0.04% +4,114 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 131,885 $6.88M 0.13% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 123,108 $6.43M 0.9% +13,927 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 120,859 $6.3M 0.01% +14,414 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 119,068 $6.21M 0.08% -13,241 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 116,908 $6.1M <0.01% +100,650 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 116,493 $6.08M 0.01% +3,830 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 115,173 $6.01M 0.25% +65 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 113,163 $5.9M 1.46% -4,251 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 112,231 $5.85M 0.44% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 109,940 $5.73M 0.22% -1,379 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 108,435 $5.66M 4.06% +1,774 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 106,880 $5.57M 0.32% -2,690 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 104,049 $5.43M 0.01% +12,797 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 103,670 $5.41M 0.12% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 103,105 $5.38M 0.43% +34,898 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 102,606 $5.35M <0.01% -282,738 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 99,578 $5.19M 0.01% +9,125 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 98,328 $5.13M 0.73% -515 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 90,632 $4.73M 3.61% -20,083 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 90,000 $4.69M 0.05% -1,070,700 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 89,427 $4.66M 1.32% -5,805 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 88,158 $4.6M 0.53% -233 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 87,650 $4.57M 0.01% 0 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 87,144 $4.55M 3.95% -62 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 83,300 $4.34M 0.14% -1,234 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 81,448 $4.25M 0.08% +28,847 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 81,178 $4.23M new Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 79,395 $4.14M 0.07% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 78,466 $4.09M 0.02% -2,606 13F-HR/A Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 77,952 $4.07M 0.82% +75,521 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 75,337 $3.93M 0.19% +59 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 73,602 $3.84M 0.07% -2,201 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 72,734 $3.79M 0.05% -762 13F-HR Timeline Group 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 70,990 $3.7M <0.01% +23,283 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 70,220 $3.66M 0.23% +25 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 69,580 $3.63M 0.23% new 13F-HR Timeline Group Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 69,385 $3.62M 1.82% -527 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 69,177 $3.61M 2.19% +975 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 68,095 $3.55M 0.12% +975 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 67,687 $3.53M 0.08% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 67,595 $3.53M 0.02% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 66,945 $3.49M 0.45% -202,242 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 66,480 $3.47M 0.02% +490 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,772 $3.43M 0.01% -1,643 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 64,401 $3.36M 1.49% +1,829 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 63,157 $3.29M 0.08% -265 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,927 $3.27M 0.02% -3,954 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 62,169 $3.24M 0.03% +46,748 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 62,169 $3.24M 0.03% +46,748 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 61,525 $3.21M 0.02% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 59,813 $3.12M 0.04% +26,815 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 59,667 $3.11M 0.72% +866 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 59,453 $3.1M 3.25% 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 56,400 $2.94M 0.01% 0 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 56,352 $2.94M 0.35% +155 13F-HR Timeline Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 55,913 $2.92M 0.67% -239 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 55,903 $2.92M 2.1% +210 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 55,371 $2.89M 0.19% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 54,205 $2.83M 0.04% -569 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 53,596 $2.8M 0.17% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 52,710 $2.75M 0.04% -27,940 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 51,846 $2.7M 0.36% -800 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 51,543 $2.69M 0.16% -4,096 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 51,437 $2.68M 0.29% +745 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 50,880 $2.65M 1.37% -25 13F-HR Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 49,100 $2.56M 0.2% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 47,879 $2.5M 0.31% -1,227 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 47,758 $2.49M 0.06% +87 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 46,278 $2.41M 11.25% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 45,903 $2.39M 0.02% -150 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 45,886 $2.39M 0.01% -2,491 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 45,711 $2.38M 1.25% +639 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 44,970 $2.35M 0.13% -1,389 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 44,131 $2.3M 0.03% +75 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 43,929 $2.29M 2.9% -1,600 13F-HR Timeline Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 43,800 $2.28M 0.07% new 13F-HR/A Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 43,255 $2.26M 0.29% -815 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 43,034 $2.24M <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 42,948 $2.24M 0.01% -1,777 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 42,899 $2.24M 0.23% +6,672 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 42,607 $2.22M 0.06% -15,573 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 42,421 $2.21M 0.08% +6,298 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 41,610 $2.17M 0.12% -50 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 41,383 $2.16M 0.01% -2,507 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 41,020 $2.14M 0.12% +16,820 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 40,465 $2.11M 0.04% +3,191 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 40,041 $2.09M 0.56% +18,052 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 39,809 $2.08M 0.14% -1,405 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 37,860 $1.97M 1.56% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 37,145 $1.94M 0.09% -1,372 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 36,909 $1.93M 0.57% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 37,306 $1.92M -2,644 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 34,678 $1.9M <0.01% -2,971 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 35,858 $1.87M 0.28% -200 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 35,758 $1.87M 0.73% -253 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 34,493 $1.8M 0.02% +9,141 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 34,455 $1.8M 0.12% +300 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 33,880 $1.77M 0.04% new 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 33,730 $1.76M 0.06% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 32,920 $1.72M 0.03% -3,129 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for WEST PACES ADVISORS INC. 28,252 $1.47M 0.36% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,940 $1.46M 0.02% +6,222 13F-HR Timeline