BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,161,717 $490M 0.04% -76,711 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,121,820 $419M 0.03% +785,134 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,501,207 $377M 5.15% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,612,061 $316M 0.01% +168,693 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,590,894 $246M +829,130 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,292,224 $157M +459,678 Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,105,383 $144M +1,088,986 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,123,122 $141M 0.01% +1,268,872 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,812,820 $124M +127,044 Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,677,698 $115M 9.88% +65,595 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,629,946 $111M 0.03% -273,810 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,521,366 $104M 0.15% +583,164 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 1,412,315 $96.7M 4.16% -11,463 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,290,721 $88.4M 2.97% +1,168,514 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,270,962 $87M 7.11% +145,750 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,194,344 $81.8M 6.85% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,092,037 $74.8M 2.88% +73,782 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,084,152 $74.2M 0.36% +6,929 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,060,215 $72.6M 0.01% +1,048,749 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,007,279 $69M 0.02% +563,231 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 995,401 $68.2M 0.19% -53,415 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 961,195 $65.8M 0.01% +182,577 13F-HR/A Timeline Group TLWM More: the full row for TLWM 940,099 $64.4M 11.59% +163,383 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 933,709 $63.9M 0.42% -5,071 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 867,021 $59.4M 0.01% -452,183 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 857,041 $58.7M 0.1% -33,830 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 831,835 $57M 1.58% +77,372 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 748,898 $51.3M 4.08% +285,297 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 731,003 $50.1M 0.38% +8,460 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 699,978 $47.9M 0.03% 0 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 696,635 $47.7M 1.04% +486 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 694,804 $47.6M 1.72% -24,182 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 669,479 $45.8M 0.16% +162,309 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 629,516 $43.1M 0.05% -35,659 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 562,554 $38.5M 0.04% +118,507 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 549,746 $37.6M 28.36% +21,581 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 549,017 $37.6M 0.03% -288,157 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 536,012 $36.7M 0.29% +247,888 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 527,619 $36.1M 0.1% +96,758 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 512,359 $35.1M 5.03% -4,290 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 491,882 $33.7M 4.69% 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. 473,700 $32.4M 0.78% +40,600 13F-HR/A Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 473,497 $32.4M 13.41% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 472,592 $32.4M 0.01% +9,313 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 471,698 $31.7M 0.01% -84,364 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 456,360 $31.2M 0.01% +101,632 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 456,042 $31.2M 1.64% +75,083 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 455,421 $31.2M 0.16% +161,436 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 447,470 $30.6M -31,621 Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 439,844 $30.1M 3.92% +169,293 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 436,478 $29.9M 0.16% new 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 436,044 $29.9M 0.06% 0 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 432,819 $29.6M 0.01% +35,050 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 429,042 $29.4M 0.43% -3,786 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 428,458 $29.3M 0.04% +184,336 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. 426,295 $29.2M 0.08% +139,095 13F-HR/A Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 410,680 $28.1M 0.17% -47,200 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 398,797 $27.3M 10.34% -40,655 13F-HR/A Timeline Financial Council, LLC More: the full row for Financial Council, LLC 387,256 $26.5M 10.23% +176,527 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 366,241 $25.1M <0.01% -487,277 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 347,407 $23.8M 0.04% +154,795 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 346,431 $23.7M 0.13% +9,132 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 302,240 $22M 1.42% -4,493 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 316,932 $21.7M 0.16% -51,344 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 316,643 $21.7M 0.02% +13,104 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 310,946 $21.3M +305,761 Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 308,971 $21.2M 0.83% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 302,005 $20.7M 1.1% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 289,450 $19.8M 0.05% +10,351 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 282,189 $19.3M 0.05% +4,241 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 281,781 $19.3M 4.22% +85,186 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 267,998 $18.3M 0.06% +52,757 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 264,329 $18.1M 4.89% +37,509 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 263,169 $18M 0.19% +22,828 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 257,821 $17.7M 0.02% -6,461 13F-HR Timeline Group Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 254,500 $17.4M 0.61% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 251,102 $17.2M 0.06% -4,519 13F-HR/A Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 246,494 $16.9M 0.35% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 229,400 $16.8M 2.3% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 243,954 $16.7M 0.03% +70,152 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 231,222 $15.8M 0.98% -15,271 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 229,895 $15.7M <0.01% +115,126 13F-HR Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 223,917 $15.3M 4.31% +106,052 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 219,671 $15M 0.51% -7,759 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 396,402 $15M 0.02% +36,680 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 218,606 $15M <0.01% +13,661 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 214,958 $14.9M 0.17% +37,615 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 211,992 $14.5M 0.28% +4,336 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 210,866 $14.4M 0.02% +96,910 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 196,174 $14.1M +162,480 Timeline BAILARD, INC. More: the full row for BAILARD, INC. 205,696 $14.1M 0.32% -6,698 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 197,399 $13.5M 6.43% -217,125 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 196,245 $13.4M 0.12% +117,705 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 194,199 $13.3M 2.28% +3,070 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 189,648 $13M 0.05% +1,930 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 187,191 $12.8M 0.02% -64,511 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 183,318 $12.6M 0.06% +52,023 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 182,757 $12.5M 4.95% +60,732 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 182,313 $12.5M 1.55% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 181,809 $12.4M 4.5% +33,253 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 174,436 $11.7M 1.08% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 168,960 $11.6M 0.01% +16,556 13F-HR Timeline Group Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 166,525 $11.4M 5.86% +29,895 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 165,855 $11.4M 4.44% -1,930 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 151,255 $11.3M 0.78% new 13F-HR Timeline Trust Co More: the full row for Trust Co 163,622 $11.2M 1.05% +1,963 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 162,064 $11.1M 0.06% +140,214 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 159,438 $10.9M 0.01% -14,043 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 148,459 $10.2M 0.03% +36,921 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 146,489 $10M 0.22% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 140,308 $9.61M 0.02% +102,597 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 138,640 $9.53M 0.01% 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 137,402 $9.47M 0.02% +34,864 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 136,270 $9.33M 0.49% -1,750 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 135,300 $9.26M 0.03% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 130,501 $8.94M 0.69% -4,550 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 129,126 $8.84M 0.07% -8,363 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 127,204 $8.71M 0.42% -297,825 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 125,055 $8.56M 0.31% 0 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 124,347 $8.51M 1.45% +2,015 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 123,757 $8.47M 0.84% -244 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 123,444 $8.45M 5.7% new 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 120,651 $8.26M 6.5% +18,903 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 119,920 $8.21M 0.01% new 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 118,150 $8.09M <0.01% +50,191 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 117,232 $8.03M 0.98% +85,026 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 115,469 $7.91M 0.35% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 112,509 $7.7M <0.01% +48,338 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 103,308 $7.69M 0.11% -4,348 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 112,335 $7.69M 0.84% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 110,079 $7.54M 0.09% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 108,882 $7.46M 0.04% +108,419 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 108,337 $7.42M 0.34% +63,132 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 107,031 $7.33M 0.1% +36,886 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 106,750 $7.31M 0.5% -779 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 105,858 $7.25M 0.06% +24,035 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 104,400 $7.15M <0.01% -142,840 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 103,298 $7.07M 0.04% +27,485 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 99,715 $6.83M 5.24% +25,065 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 98,757 $6.76M 0.44% -841 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 98,306 $6.73M 0.34% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 97,375 $6.67M 0.08% -2,176 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 95,361 $6.53M 0.04% +32,985 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 93,786 $6.42M 1.41% +532 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 93,786 $6.42M 1.24% +532 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 87,082 $6.41M 0.11% +1,111 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 93,626 $6.41M 0.32% +73,967 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 93,343 $6.39M 6.32% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 91,921 $6.29M 0.23% +22,043 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 90,000 $6.16M 0.07% 0 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 90,132 $6.05M 7.68% 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 88,074 $6.03M 0.12% +13,185 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 88,049 $6.03M 4% -79 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 87,243 $5.97M 0.02% +25,531 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 87,100 $5.96M 0.42% -1,406 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 86,196 $5.9M 2.12% -1,616 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 84,967 $5.82M 1.26% +354 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 78,246 $5.36M 4.24% +6,908 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 76,855 $5.26M 2.14% +3,050 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 76,773 $5.26M 3.11% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 76,071 $5.21M 0.07% -77 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 74,614 $5.11M 0.11% +442 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 73,406 $5.03M 0.08% +1,429 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 75,188 $5.01M 0.15% +36,590 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 73,014 $5M 0.02% +710 13F-HR/A Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 72,840 $4.99M 0.43% +5,347 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 72,585 $4.97M 0.06% -8,426 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 71,192 $4.87M 2.28% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 71,142 $4.87M 1.54% new 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 68,062 $4.72M 4.11% +15,059 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 67,927 $4.65M 0.05% -1,577 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 67,792 $4.64M 0.1% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 66,268 $4.54M 0.53% -893 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 65,477 $4.48M 0.05% +6,249 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 65,085 $4.46M 0.32% +53,003 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 63,226 $4.38M 0.09% -1,045 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 63,296 $4.33M 1.72% -7,977 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 62,948 $4.31M 0.03% new 13F-HR/A Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 62,809 $4.3M <0.01% +34,010 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 62,015 $4.25M 0.01% +7,525 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 60,303 $4.13M 0.76% new 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 60,300 $4.13M 2.68% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 60,055 $4.11M 0.12% +4 13F-HR/A Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 59,892 $4.1M 0.4% +16,048 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 59,828 $4.1M 0.07% +918 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 60,865 $4.09M 0.03% +32,817 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 59,294 $4.06M 0.02% +30,528 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 59,280 $4.06M 0.07% -452 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 58,543 $4.01M 3.76% new 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 58,414 $4M 1.16% +22,631 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 58,132 $3.98M 0.01% +39,227 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 57,922 $3.97M 0.28% new 13F-HR Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 57,340 $3.93M 0.3% -3,260 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 56,343 $3.86M 2.58% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 56,124 $3.84M <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 56,034 $3.84M 0.01% +11,970 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 55,029 $3.77M 0.59% -273 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 54,638 $3.74M 0.25% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 53,787 $3.68M 0.02% new 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 53,649 $3.67M 0.35% +22,001 13F-HR Timeline Group