BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,351,818 $326M 0.03% -565,883 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,476,354 $273M 0.02% +455,614 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,312,757 $263M 0.01% -430,916 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,692,935 $164M 0.03% -151,267 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,611,549 $159M 1.78% +898,849 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,569,754 $95.7M 9.34% -6,757 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,497,915 $91.3M 0.2% +76,661 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,459,669 $88.9M 0.02% +390,483 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 1,456,871 $88.8M 4.92% -22,719 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,419,537 $86.5M 0.02% +1,155,767 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,269,165 $77.3M +123,702 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,184,396 $72.2M 0.01% -38,139 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,159,733 $70.7M <0.01% +321,797 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,055,957 $64.4M 0.44% -80,032 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 1,048,621 $63.9M 13.14% -50,056 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,041,196 $63.5M 0.32% 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 968,519 $59M 5.69% +48,116 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 933,095 $56.9M +32,897 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 920,268 $56.1M 0.09% -278,685 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 877,365 $53.5M 0.12% -170,391 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 852,447 $51.9M 0.09% -23,994 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 829,324 $50.5M 2.5% +57,035 13F-HR Timeline TLWM More: the full row for TLWM 812,122 $49.5M 9.4% -10,701 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 747,363 $45.5M 0.13% +270,804 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 717,850 $43.7M 0.06% -28,370 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 697,291 $42.5M 1.12% -11,446 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 677,553 $41.3M 1.23% -5,342 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 639,512 $39M 1.75% +14,290 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 620,781 $37.8M 0.03% +597,054 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 555,390 $33.8M 0.01% +109,397 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 527,478 $32.1M +61,263 Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 519,369 $31.6M 5.92% +11,104 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 491,180 $29.9M 0.01% +5,782 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 463,246 $28.2M 0.01% +117,781 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 455,788 $27.8M 10.97% -9,655 13F-HR/A Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 455,000 $27.7M 6.89% new 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. 454,513 $27.7M 1.05% -200 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 451,707 $27.5M 0.01% -38,161 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 441,920 $26.9M 0.26% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 439,593 $26.8M 0.48% -2,580 13F-HR/A Timeline Cadence Bank More: the full row for Cadence Bank 414,544 $25.3M 1.66% -1,790 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 371,531 $22.6M 0.04% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 357,916 $21.8M 0.01% -38,845 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 340,436 $20.7M 0.06% +43,977 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 331,661 $20.2M 0.75% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 328,461 $20M 0.09% +13,069 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 318,293 $19.4M 1.46% -18,284 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 310,639 $18.9M 0.01% -541,293 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 309,464 $18.9M 0.9% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 300,093 $18.3M 0.02% +18,311 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 295,256 $18M 0.07% +29,895 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 294,254 $17.9M 0.12% +25,314 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 293,995 $17.9M 0.41% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 277,215 $16.9M 0.02% +4,735 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 275,868 $16.8M 0.03% +10,680 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 274,257 $16.7M 0.02% +93,112 13F-HR/A Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 260,979 $15.9M 1.03% -21,690 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 249,249 $15.2M 0.02% +1,139 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 247,240 $15.1M <0.01% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 245,325 $15M 0.33% -3,693 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 244,728 $14.9M 7.2% +231,571 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 238,180 $14.5M 0.04% +50,926 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 233,581 $13.6M 0.49% -67,282 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 222,884 $13.6M 0.02% +41,721 13F-HR/A Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 215,241 $13.1M 0.08% +191,900 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 206,049 $12.6M 0.29% -45 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 201,864 $12.3M <0.01% -141,930 13F-HR 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. 199,557 $12.2M 0.04% +165,557 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 193,407 $11.8M 2.83% +23,124 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 191,772 $11.7M 2.72% -42,035 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 189,770 $11.6M 0.11% +9,256 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 188,749 $11.5M 0.02% -45,814 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 180,568 $11M 1.53% +27,639 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 176,268 $10.7M 0.06% -3,649 13F-HR Timeline Group CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 169,465 $10.3M 4.34% +20,300 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 167,817 $10.2M 0.12% +8,546 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 163,883 $9.99M 0.01% +119,854 13F-HR Timeline Trust Co More: the full row for Trust Co 157,773 $9.61M 1.09% +2,257 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 154,066 $9.39M 4.1% +3,880 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 153,799 $9.37M 0.05% -13,953 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 153,085 $9.33M 0.01% +6,036 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 152,492 $9.29M 0.06% -13,139 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 152,243 $9.28M 0.01% +19,221 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 151,430 $9.23M 0.1% -17,340 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 148,307 $9.04M 0.59% -26,129 13F-HR/A Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 145,902 $8.89M 0.08% +732 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 144,201 $8.79M 0.15% +2,027 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 140,531 $8.56M 0.72% -7,650 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 139,177 $8.48M 5.1% -4,817 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 138,775 $8.46M 0.45% -170,010 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 138,518 $8.44M 0.01% +31,337 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 135,300 $8.25M 0.04% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 135,205 $8.24M 0.32% -19,850 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 133,166 $8.11M 0.01% +30,734 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 133,040 $8.11M <0.01% +84,857 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 130,951 $7.98M 0.56% -7,871 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 125,211 $7.63M 0.83% -1,152 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 124,852 $7.61M 0.02% +4,073 13F-HR/A Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 117,293 $7.15M 0.27% +2,120 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 117,225 $7.14M 1.31% +1,256 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 116,618 $7.11M 0.5% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 111,911 $6.82M 1.3% +71,681 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 111,911 $6.82M 1.26% +71,681 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 108,831 $6.63M 0.37% -41,389 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 108,700 $6.62M 0.08% -8,240 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 107,093 $6.62M 0.1% +86,963 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 108,353 $6.56M 0.18% +18 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 105,253 $6.41M 0.01% +4,125 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 104,125 $6.35M 0.01% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 103,970 $6.34M 0.1% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 101,666 $6.2M 0.02% +30,365 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 101,107 $6.16M 0.34% -575 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 100,209 $6.14M 0.01% -1,886 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 100,409 $6.12M 0.75% -26,021 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 95,253 $5.8M 0.02% +18,419 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 91,554 $5.58M 1.76% -5,284 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 90,000 $5.48M 0.06% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 88,246 $5.38M 0.72% -554 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 87,891 $5.36M 0.4% -1,233 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 87,684 $5.34M 1.36% -2,049 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 87,650 $5.34M 0.01% 0 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 85,704 $5.22M 0.1% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 85,141 $5.19M 4.21% -1,209 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 82,834 $5.05M 0.41% +31,845 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 81,570 $4.97M 2.51% +9,843 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 80,495 $4.9M 0.58% new 13F-HR/A 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 77,457 $4.72M <0.01% -750 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 76,071 $4.64M 0.07% -3,324 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 75,960 $4.63M 4.34% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 75,100 $4.58M 0.01% +56,100 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 73,696 $4.49M 0.2% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 71,977 $4.39M 0.07% -214 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 71,413 $4.35M 0.23% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 70,777 $4.31M 0.05% -895 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 70,122 $4.27M 2.22% +945 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 68,535 $4.18M 2.9% -14,009 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 68,289 $4.16M 0.04% +1,484 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 68,602 $4.13M 0.07% -6,499 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 67,736 $4.13M 0.09% +49 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 65,930 $4.02M 0.02% -635 13F-HR Timeline Yost Capital Management, LP More: the full row for Yost Capital Management, LP 64,000 $3.9M 5.35% +33,500 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 62,554 $3.81M 0.09% -392 13F-HR Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 62,260 $3.79M 0.31% +500 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 61,462 $3.75M 0.02% +18,045 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 60,568 $3.69M 0.02% +587 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 60,389 $3.68M 0.13% -8,718 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 59,637 $3.63M 0.07% +1,286 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 58,010 $3.54M 0.45% -6,470 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 57,332 $3.49M 0.15% +2,489 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 56,504 $3.44M 0.4% +152 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 56,404 $3.44M 0.02% new 13F-HR/A Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 56,111 $3.42M 2.3% +208 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 55,936 $3.41M 0.68% -3,381 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 55,404 $3.38M 0.87% new 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 54,987 $3.35M 0.01% -928 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 53,885 $3.28M 0.1% -1,390 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 52,495 $3.2M 0.04% +754 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 52,170 $3.18M 0.3% +733 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 51,746 $3.15M 0.38% +50 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 51,573 $3.14M 1.52% +197 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 51,511 $3.14M 0.31% +6,180 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 51,504 $3.14M 0.32% -4,349 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 50,956 $3.11M 0.4% +171 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 48,163 $2.94M 2.11% +16,807 13F-HR/A Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 47,886 $2.92M 0.35% +7 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 47,631 $2.9M 0.04% -168,034 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 47,478 $2.89M <0.01% -2,284 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 46,759 $2.85M 0.03% +3,065 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 46,341 $2.82M 1.38% +630 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 46,180 $2.81M 2.7% -984 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 46,110 $2.81M 1.02% +9,227 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 45,965 $2.8M 0.01% +1 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 45,590 $2.78M 0.5% +2,649 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 45,096 $2.75M 0.03% -520 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 44,967 $2.74M 0.03% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 44,839 $2.73M 0.06% +167 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 44,184 $2.69M 2.92% +255 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 43,856 $2.67M 1.9% -25,632 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,744 $2.54M 0.01% +584 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 41,522 $2.53M 0.13% -8,086 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 41,396 $2.52M 0.09% -36 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 40,073 $2.44M 0.13% -810 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 39,644 $2.42M <0.01% -3,171 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 39,401 $2.4M 0.15% +7,954 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37,985 $2.31M 0.15% -501 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 37,860 $2.31M 1.71% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 37,442 $2.28M 0.2% +650 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 37,000 $2.25M 0.21% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 36,392 $2.21M <0.01% +19,534 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 36,289 $2.21M 0.23% +22,194 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 36,190 $2.21M 0.09% -1,572 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 35,294 $2.15M 0.3% -495 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 35,103 $2.14M 0.04% -3,228 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 34,706 $2.11M 0.04% +582 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 34,291 $2.09M 0.56% -2,618 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 33,859 $2.06M 0.16% 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 33,832 $2.06M 0.12% +13,266 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 32,989 $2.01M 0.02% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 32,560 $1.98M 0.26% -544 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 31,852 $1.94M 0.13% 0 13F-HR Timeline