BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,238,428 $486M 0.04% +1,601,956 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,336,686 $358M 0.02% +34,953 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,443,368 $298M 0.01% +139,642 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,761,764 $185M +79,367 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,400,049 $161M 0.19% +2,319,101 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,252,690 $151M 0.25% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,903,756 $128M 0.03% +88,834 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,832,546 $123M +439,887 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,685,776 $113M +116,330 Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,612,103 $108M 9.22% -7,613 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,423,778 $95.6M 4.09% -4,816 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,319,204 $88.6M 0.01% +78,526 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,294,483 $86.9M 0.15% +1,281,794 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,125,212 $75.5M 6.4% +77,711 13F-HR/A Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,077,223 $72.3M 0.34% 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,048,816 $70.4M 0.17% +301,687 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 1,048,621 $70.4M 14.78% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,018,255 $68.4M 2.68% +130,960 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 1,016,397 $68.2M +22,074 Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 938,780 $63M 0.4% -74,381 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 938,202 $63M 0.09% +109,615 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 890,871 $59.8M 0.11% -2,141 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 854,250 $57.3M <0.01% -25,436 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 853,518 $57.3M 0.01% +487,082 13F-HR Timeline Group JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 837,174 $56.2M 0.03% +716,382 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 778,618 $52.3M 0.01% +184,747 13F-HR Timeline Group TLWM More: the full row for TLWM 776,716 $52.1M 9.54% -38,154 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 754,463 $50.6M 1.39% +57,968 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 722,543 $48.5M 0.39% +708,682 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 718,986 $48.3M 1.81% -10,565 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 699,978 $47M 0.03% +520,032 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 696,149 $46.7M 1.1% +2,194 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 665,175 $44.7M 0.05% -28,786 13F-HR Timeline Group Select Equity Group, L.P. More: the full row for Select Equity Group, L.P. 600,269 $40.3M 0.19% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 556,062 $37.3M 0.01% -6,717 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 528,165 $35.5M 27.33% 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 516,649 $34.7M 5.86% +7,126 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 507,170 $34M 0.13% +71,417 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 479,091 $32.2M -54,133 Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 473,497 $31.8M 10.37% -2,425 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 463,601 $31.1M 2.42% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 463,279 $31.1M 0.01% +26,341 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 457,880 $30.7M 0.2% +42,460 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 444,048 $29.8M 0.01% -31,169 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 444,047 $29.8M 0.03% +136,976 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 439,452 $29.5M 10.6% -12,142 13F-HR/A Timeline Cadence Bank More: the full row for Cadence Bank 437,986 $29.4M 1.72% +14,011 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 436,044 $29.3M 0.05% +64,513 13F-HR/A Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 433,100 $29.1M 0.71% -22,413 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 432,828 $29.1M 0.44% -2,489 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 430,861 $28.9M 0.08% +57,329 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 425,029 $28.5M 1.32% +325,548 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 414,524 $27.8M 10% +171,139 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 397,769 $26.7M 0.01% +147,858 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 380,959 $25.6M 1.13% +367,572 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 368,276 $24.7M 0.2% -13,333 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 359,722 $24.1M 0.03% +38,354 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 354,728 $23.8M 0.01% -15,741 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 337,299 $22.6M 0.13% +45,715 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 308,971 $20.7M 0.79% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 306,733 $20.6M 1.41% -5,354 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 303,539 $20.4M 0.02% +2,303 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 293,985 $19.7M 0.11% +70,850 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 288,124 $19.3M 0.16% +83,187 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. 287,200 $19.3M 0.05% +38,300 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 286,298 $19.2M 0.08% +17,244 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 283,184 $19M 0.17% +263,361 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 279,099 $18.7M 0.05% +274,064 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 277,948 $18.7M 0.04% +2,687 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 270,551 $18.2M 2.35% +64,073 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 264,282 $17.7M 0.02% +1,855 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 255,621 $17.2M 0.06% +2,137 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 254,500 $17.1M 0.56% +107,000 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 251,702 $16.9M 0.02% -3,275 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 247,240 $16.6M <0.01% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 246,494 $16.5M 0.34% +1,458 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 246,493 $16.5M 0.98% -999 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 244,122 $16.4M 0.02% -11,806 13F-HR Timeline Group THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 240,341 $16.1M 0.2% +10,979 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 227,430 $15.3M 0.51% +3,254 13F-HR Timeline Group Atwater Malick LLC More: the full row for Atwater Malick LLC 226,820 $15.2M 4.2% +42,862 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 215,241 $14.4M 0.05% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 212,394 $14.3M 0.32% +5,590 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 210,729 $14.1M 5.65% +159,189 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 207,656 $13.9M 0.26% +9,583 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 204,945 $13.8M <0.01% +2,984 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 197,582 $13.3M 0.28% +150,616 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 196,595 $13.2M 2.82% +1,286 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 192,612 $12.9M 0.02% +57,851 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 191,129 $12.8M 2.75% -535 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 186,200 $12.5M 0.14% +66,539 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 177,343 $12.3M 0.13% +5,890 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 187,718 $12.2M 0.05% +8,680 13F-HR Timeline Group PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 174,436 $11.7M +29,743 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 173,802 $11.7M 0.02% +28,429 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 173,481 $11.6M 0.01% +29,263 13F-HR Timeline Group CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 167,785 $11.3M 4.27% -2,910 13F-HR Timeline Trust Co More: the full row for Trust Co 161,659 $10.9M 1.02% +1,323 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 152,404 $10.2M 0.01% +994 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 148,556 $9.97M 3.71% -1,120 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 146,489 $9.83M 0.15% +2,288 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 142,062 $9.54M 0.02% +83,092 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 138,020 $9.27M 0.48% -755 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 137,489 $9.23M 0.08% +1,482 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 136,630 $9.17M 4.96% -3,184 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 135,300 $9.08M 0.03% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 135,051 $9.07M 0.69% -3,109 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 131,295 $8.81M 0.03% -30,871 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 126,761 $8.51M 0.04% +65,149 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 125,055 $8.39M 0.31% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 124,001 $8.32M 0.82% -497 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 122,332 $8.21M 1.41% +4,060 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 122,207 $8.2M 0.29% +4,955 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 122,025 $8.19M 2.38% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 117,865 $7.91M 2.19% +15,940 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 114,769 $7.7M <0.01% +26,324 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 113,956 $7.65M 0.01% -4,517 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 111,538 $7.49M 0.02% +8,932 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 110,079 $7.39M 0.1% +14 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 107,656 $7.23M 0.14% -275 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 107,529 $7.22M 0.49% +2,449 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 102,538 $7.09M 0.01% -3,582 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 101,748 $6.83M 5.65% +8,756 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 99,598 $6.69M 0.44% +5,262 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 99,551 $6.68M 0.08% -3,182 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 98,306 $6.6M 0.32% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 93,254 $6.26M 1.34% -2,367 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 93,254 $6.26M 1.16% -2,367 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 90,000 $6.04M 0.06% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 88,506 $5.94M 0.43% +717 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 88,128 $5.92M 3.99% -52 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 87,812 $5.89M 2.12% +72,564 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 85,971 $5.77M 0.1% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 84,273 $5.68M 0.56% +3,864 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 84,613 $5.68M 1.3% -3,266 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 81,823 $5.49M 0.04% +9,113 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 81,011 $5.44M 0.06% +14,165 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 78,540 $5.27M 0.07% +17,810 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 76,148 $5.11M 0.07% +77 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 75,813 $5.09M 0.03% +72,317 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 74,889 $5.03M 0.1% +37,021 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 74,650 $5.01M 4.25% +25,188 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 74,172 $4.98M 0.1% new 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 73,805 $4.95M 2.13% +3,593 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 72,304 $4.85M 0.02% +10,485 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 71,977 $4.83M 0.07% 0 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 71,338 $4.79M 5.43% +330 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 71,273 $4.78M 1.87% -5,525 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 71,192 $4.78M 2.26% +1,070 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 70,621 $4.74M 0.05% +45,423 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 70,145 $4.71M 0.07% +568 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 69,878 $4.69M 0.17% +4,845 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 69,504 $4.67M 0.05% -115 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 67,959 $4.56M <0.01% +57,592 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 67,792 $4.55M 0.09% +56 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 67,493 $4.53M 0.38% +8,238 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 67,161 $4.51M 0.52% -8 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 64,271 $4.44M 0.09% +1,740 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 64,171 $4.31M <0.01% -575 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 63,930 $4.29M 0.01% -14,749 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 62,376 $4.19M 0.02% +4,588 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 61,712 $4.14M 0.02% +15,739 13F-HR Timeline Group M.D. Sass, LLC More: the full row for M.D. Sass, LLC 60,600 $4.07M 0.32% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 60,051 $4.03M 0.12% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 59,732 $4.01M 0.07% -48 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 59,228 $3.98M 0.05% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 58,910 $3.95M 0.08% +1,934 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 57,857 $3.88M 0.02% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 56,374 $3.78M 0.4% +170 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 56,343 $3.78M 2.35% +232 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 56,019 $3.76M 0.22% -8,186 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 55,409 $3.72M 2.55% -10,281 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 55,302 $3.71M 0.57% -634 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 54,638 $3.67M 0.23% +2,468 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 54,490 $3.66M 0.01% -497 13F-HR Timeline Group Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 53,003 $3.56M 3.07% 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 51,744 $3.47M 0.37% -102 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 50,380 $3.38M 0.77% -4,281 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 50,245 $3.37M 0.19% -519 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 48,883 $3.28M 2.68% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 48,593 $3.26M 2.2% -66 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 47,532 $3.19M 1.22% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 47,317 $3.18M 0.14% +4,243 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 47,050 $3.16M 1.36% +709 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 46,861 $3.15M 0.02% 13F-HR/A Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 46,625 $3.13M 0.36% -536 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 46,142 $3.1M 0.95% -1,718 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 45,659 $3.07M <0.01% +4,502 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 45,205 $3.03M 0.17% +3,187 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 45,020 $3.02M 0.03% +53 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 44,785 $3.01M 0.37% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 44,407 $2.98M 0.05% -186 13F-HR Timeline Graves Light Lenhart Wealth, Inc. 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