BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,636,472 $366M 0.03% +284,654 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,301,733 $345M 0.02% +825,379 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,303,726 $280M <0.01% -9,031 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,682,397 $174M 0.03% -10,538 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,814,922 $118M 0.03% +355,253 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,619,716 $105M 9.3% +49,962 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,569,446 $102M 0.16% +71,531 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 1,428,594 $92.9M 4.33% -28,277 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,392,659 $90.5M +123,494 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,240,678 $80.7M 0.01% +56,282 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,070,861 $69.6M 0.34% +29,665 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 1,048,621 $68.2M 14.36% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,047,501 $68.1M 5.96% +78,982 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,013,161 $65.9M 0.43% -42,796 13F-HR/A Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 994,323 $64.6M +61,228 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 893,012 $58.1M 0.12% +15,647 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 887,295 $57.7M 2.45% +57,971 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 879,686 $57.2M <0.01% -280,047 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 828,587 $53.9M 0.09% -23,860 13F-HR Timeline Group TLWM More: the full row for TLWM 814,870 $53M 9.52% +2,748 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 747,129 $48.6M 0.13% -234 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 729,551 $47.4M 1.78% +90,039 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 696,495 $45.3M 1.26% +18,942 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 693,961 $45.1M 0.05% -23,889 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 693,955 $45.1M 1.1% -3,336 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 593,871 $38.6M 0.01% +38,481 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 562,779 $36.6M 0.01% +71,599 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 533,224 $34.7M +5,746 Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 509,523 $33.1M 5.68% -9,846 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 475,922 $30.9M 7.94% +20,922 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 475,217 $30.9M 0.01% +11,971 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. 455,513 $29.6M 1.01% +1,000 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 451,594 $29.4M 10.89% -4,194 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 436,938 $28.4M 0.01% -14,769 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 435,753 $28.3M 0.11% +107,292 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 435,317 $28.3M 0.47% -4,276 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 423,975 $27.6M 1.67% +9,431 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 415,420 $27M 0.21% -26,500 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 381,609 $24.8M 0.23% -2,229,940 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 373,532 $24.3M 0.06% +33,096 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 371,531 $24.2M 0.04% 0 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 370,469 $24.1M 0.01% +12,553 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 366,436 $23.8M <0.01% -1,053,101 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 321,368 $20.9M 0.03% +47,111 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 312,087 $20.3M 1.37% -6,206 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 308,971 $20.1M 0.88% -493 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 307,071 $20M 0.02% +31,203 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 301,236 $19.6M 0.02% +1,143 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 291,584 $19M 0.12% -2,670 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 275,261 $17.9M 0.04% +37,081 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 269,054 $17.5M 0.07% -26,202 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 262,427 $17.1M 0.02% -14,788 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 254,977 $16.6M 0.02% +5,728 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 253,484 $16.5M 0.07% +99,685 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 255,928 $16.3M 0.02% +33,044 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 249,911 $16.2M 0.01% +116,871 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. 248,900 $16.2M 0.05% +49,343 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 247,492 $16.1M 0.96% -13,487 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 247,240 $16.1M <0.01% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 245,036 $15.9M 0.33% -289 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 243,385 $15.8M 6.1% -1,343 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 229,362 $14.9M 0.19% +181,731 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 224,176 $14.6M 0.5% -9,405 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 223,135 $14.5M 0.09% +70,643 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 215,241 $14M 0.06% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 206,804 $13.4M 0.29% +755 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 206,478 $13.4M 1.73% +25,910 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 204,937 $13.3M 0.1% +15,167 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 201,961 $13.1M <0.01% +97 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 200,006 $13M 0.01% -420,775 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 198,073 $12.9M 0.24% -95,922 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 195,309 $12.7M 2.8% +1,902 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 191,664 $12.5M 2.66% -108 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 183,958 $12M 3.47% +158,498 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 183,220 $11.9M 0.02% +79,095 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 179,946 $11.7M 0.01% -130,693 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 179,038 $11.6M 0.05% +2,770 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 171,453 $11.3M 0.13% +3,636 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 170,695 $11.1M 4.26% +1,230 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 162,166 $10.5M 0.03% +100,704 13F-HR Timeline Trust Co More: the full row for Trust Co 160,336 $10.4M 1.07% +2,563 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 151,410 $9.84M 0.01% -833 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 149,676 $9.73M 3.86% -4,390 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 147,500 $9.59M 0.34% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 145,788 $9.48M 0.01% -7,297 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 145,373 $9.45M 0.02% +20,521 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 144,693 $9.41M 0.74% -3,614 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 144,218 $9.38M 0.01% +11,052 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 144,201 $9.37M 0.12% 0 13F-HR Timeline Group Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 139,814 $9.09M 4.96% +637 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 138,775 $9.02M 0.46% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 138,160 $8.98M 0.7% -2,371 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 136,007 $8.84M 0.07% -9,895 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 135,300 $8.8M 0.03% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 134,761 $8.76M 0.01% -3,757 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 125,055 $8.13M 0.3% -10,150 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 124,498 $8.09M 0.82% -713 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 120,792 $7.85M <0.01% -43,091 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 119,661 $7.78M 0.09% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 118,473 $7.7M 0.01% +13,220 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 118,272 $7.69M 1.37% +1,047 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 117,252 $7.62M 0.27% -41 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 110,065 $7.16M 0.1% +6,095 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 107,931 $7.11M 0.16% -422 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 106,120 $6.99M 0.01% +5,911 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 105,080 $6.83M 0.47% -25,871 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 102,733 $6.68M 0.07% -5,967 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 102,606 $6.67M 0.02% +940 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 101,925 $6.63M 1.9% +10,371 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 100,566 $6.54M 0.75% +157 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 100,221 $6.52M 0.03% +4,968 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 99,481 $6.47M 0.34% -1,626 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 98,306 $6.39M 0.33% -10,525 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 95,621 $6.22M 1.33% -16,290 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 95,621 $6.22M 1.25% -16,290 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 94,336 $6.13M 0.42% +6,445 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 92,992 $6.05M 5.19% +17,032 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 90,000 $5.85M 0.06% 0 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 88,445 $5.75M <0.01% +10,988 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 88,180 $5.73M 4.19% +3,039 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 87,879 $5.71M 1.33% +195 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 87,789 $5.71M 0.42% +4,955 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 85,971 $5.59M 0.1% +267 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 80,948 $5.26M 0.01% -839,320 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 80,409 $5.21M 0.55% -86 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 78,679 $5.11M 0.01% -8,971 13F-HR Timeline Group Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 76,798 $4.99M 2.3% -4,772 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 76,071 $4.95M 0.07% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 72,710 $4.73M 0.04% +4,421 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 70,212 $4.7M 2.11% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 71,977 $4.68M 0.07% 0 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 71,008 $4.62M 4.05% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 70,122 $4.56M 2.19% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 69,619 $4.53M 0.05% -1,158 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 69,577 $4.52M 0.07% +975 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 67,736 $4.4M 0.09% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 67,169 $4.37M 0.54% -21,077 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 66,846 $4.35M 0.05% +20,087 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 66,533 $4.33M 0.18% -7,163 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 65,690 $4.27M 2.76% -2,845 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 65,033 $4.23M 0.16% +7,701 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 64,746 $4.21M <0.01% +60,379 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 64,205 $4.17M 0.22% -7,208 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 62,531 $4.14M 0.09% -23 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 61,819 $4.02M 0.02% -4,111 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 61,612 $4.01M 0.01% +39,530 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 60,730 $3.95M 0.06% +8,235 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 60,571 $3.95M 0.2% -56,047 13F-HR Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 60,600 $3.94M 0.32% -1,660 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 60,051 $3.9M 0.13% -338 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 59,780 $3.89M 0.07% +143 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 59,255 $3.85M 0.34% +7,744 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 58,970 $3.83M 0.01% -129,779 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 57,788 $3.76M 0.02% -2,780 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 56,976 $3.7M 0.09% +3,091 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 56,204 $3.65M 0.4% -300 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 56,111 $3.65M 2.3% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 55,936 $3.64M 0.65% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 55,395 $3.6M 0.02% -1,009 13F-HR/A Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 54,987 $3.57M 0.01% 0 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 54,661 $3.55M 0.82% -743 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 52,170 $3.39M 0.23% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 51,846 $3.37M 0.37% +100 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 51,540 $3.35M 1.49% -33 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 50,764 $3.3M 0.2% -740 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 49,462 $3.22M 2.92% +3,282 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 48,883 $3.18M 3% +4,699 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 48,659 $3.16M 2.17% +496 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 47,860 $3.11M 1.01% +1,750 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 47,161 $3.07M 0.36% -3,795 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 46,966 $3.05M 0.1% new 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 46,341 $3.01M 1.32% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 45,973 $2.99M 0.01% +8 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 44,967 $2.92M 0.03% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 44,785 $2.91M 0.35% -13,225 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 44,593 $2.9M 0.06% -246 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 44,161 $2.87M 0.32% -3,725 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 43,770 $2.85M 1.83% -86 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 43,248 $2.81M 0.01% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 43,074 $2.8M 0.13% +1,552 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 42,587 $2.77M 0.02% -2,509 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 42,206 $2.74M 0.09% +810 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 42,108 $2.74M <0.01% +2,464 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 42,018 $2.73M 0.16% +2,617 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 41,157 $2.65M <0.01% +4,765 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 40,171 $2.61M 0.24% +31,092 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 39,568 $2.57M 0.12% -505 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 39,276 $2.55M 0.22% +2,987 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 38,539 $2.51M 0.19% +4,680 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 37,868 $2.46M 0.05% +15,387 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 37,860 $2.46M 1.76% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37,441 $2.43M 0.14% -544 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 36,550 $2.38M 0.3% +8,385 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 36,190 $2.35M 0.09% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 36,177 $2.35M 0.12% +26,728 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 35,993 $2.34M 0.04% +1,287 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 34,642 $2.25M 0.19% -2,800 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 34,600 $2.25M 0.02% new 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 34,142 $2.22M 0.56% -149 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 34,039 $2.21M 0.11% +3,984 13F-HR Timeline