BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 94,360,912 $8.43B 0.16% -22,038,809 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 36,223,418 $3.24B 0.26% -454,992 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 34,176,966 $3.06B 0.49% -2,018,140 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,245,544 $2.08B 0.14% -3,482,875 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,239,405 $1.9B 0.13% -774,504 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 20,912,718 $1.87B 0.26% +598,195 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 15,997,408 $1.43B -383,864 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 15,213,703 $1.36B 0.3% +662,715 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11,924,839 $1.07B 0.22% +932,421 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,989,155 $893M 0.17% +1,049,708 13F-HR/A Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 9,050,985 $809M 0.69% +533,545 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,028,968 $807M 0.05% -218,374 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,689,604 $777M 0.5% +28,965 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,976,473 $713M 0.13% +211,335 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,452,481 $666M 0.84% -52,266 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,577,009 $588M +178,820 Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,858,977 $524M 13.14% +61,599 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,768,279 $504M 0.67% +1,939,941 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,032,750 $450M 0.15% +820,121 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,600,692 $411M 0.66% +3,226,064 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,989,191 $357M 0.18% +235,453 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3,508,740 $314M 6.91% new 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,499,272 $313M 0.24% +268,611 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,482,235 $311M 0.46% +189,369 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,466,755 $310M 0.47% +2,425,391 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,411,914 $305M 0.24% -1,143,402 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,407,507 $305M 0.1% +255,780 13F-HR Timeline Group Board of Trustees of The Leland Stanfor… More: the full row for Board of Trustees of The Leland Stanford Junior University 3,346,434 $299M 32.38% +2,308,580 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,047,023 $272M 0.39% +120,055 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,989,202 $267M 0.84% +304,875 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,810,427 $251M 9.33% -15,521 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,572,351 $225M 0.06% -30,507 13F-HR Timeline Group Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 2,440,932 $218M 24.17% +202,000 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,426,983 $217M 0.28% -301,101 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,368,703 $212M 0.34% +2,293,687 13F-HR Timeline Group STATE BOARD OF ADMINISTRATION OF FLORID… More: the full row for STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2,342,019 $209M 0.37% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 2,238,117 $200M 0.26% +6,325 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,200,405 $197M 4.36% -34,063 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,150,578 $192M 1.32% -282,533 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 2,090,922 $187M 0.38% +1,496,680 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,085,026 $186M 0.16% -25,603 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,026,927 $181M 6.87% -13,173 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,007,111 $179M 0.7% +234,490 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,991,117 $178M 0.61% -18,861 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,787,470 $167M 0.37% +162,160 13F-HR/A Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,847,040 $165M 2.07% +145,141 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,718,617 $154M 0.31% +247,337 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,626,319 $145M 0.54% -71,354 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,618,159 $143M 0.26% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,514,430 $135M 0.17% +50,036 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,430,606 $128M 0.12% -53,797 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,409,421 $126M -65,847 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 1,388,900 $124M 0.2% -880,926 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,387,916 $124M 7.24% -23,062 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,386,025 $124M 2.89% +34,789 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,351,426 $121M 0.27% +80,443 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,353,566 $121M 0.08% +165,943 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,342,139 $120M 0.21% +7,270 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,297,590 $116M 0.05% -195,139 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,289,204 $115M 0.15% +160,051 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,284,860 $115M 0.26% -56,543 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,225,692 $110M 0.2% +83,216 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,136,864 $102M 0.57% +12,948 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,205,680 $97.6M 0.39% +248,536 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,043,430 $93.4M 0.15% +47,384 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,035,882 $92.6M 0.41% -1,173,036 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,015,241 $90.8M 0.15% +172,211 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,013,999 $90.6M 11.78% +56,075 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,008,174 $90.1M 1.6% +302,498 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,002,403 $89.6M 4.12% -34,772 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 993,060 $88.8M 0.2% new 13F-HR/A Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 963,600 $86.1M 1.39% -6,117 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 891,607 $79.7M 0.4% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 889,253 $79.5M 0.14% +77,316 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 835,753 $74.7M 0.05% -1,341,382 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 820,370 $73.3M 7.7% -9,334 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 820,314 $73.3M 0.13% -44,955 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 812,483 $72.6M 0.2% +8,149 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 806,716 $72.1M 1% +15,227 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 801,449 $71.6M 1.82% +781,628 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 791,213 $70.7M 0.02% +72,501 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 783,380 $70M 1.74% +364,792 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 766,535 $68.4M 0.11% -28,366 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 758,763 $67.8M 11.58% +756,115 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 757,211 $67.7M 2.11% +37,649 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 737,538 $65.9M 1.26% +16,958 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 730,429 $65.3M 1.62% +698,840 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 725,468 $64.8M 0.09% +55,051 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 716,638 $64.1M 0.17% -17,164 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 713,393 $63.8M 4.41% +244,934 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 712,635 $63.7M 2.13% -1,713 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 709,464 $63.4M 1.67% -7,009 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 703,738 $62.9M 0.19% +297,144 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 702,710 $62.8M -25,687 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 697,873 $62.4M 0.18% +34,056 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 694,423 $62.1M 3.28% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 666,328 $59.6M +68,336 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 653,537 $58.4M 1.44% +11,686 13F-HR/A Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 651,075 $58.2M 26.35% +5,229 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 644,221 $57.6M 3.55% -7,297 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 632,913 $56.6M 0.02% -17,169 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 629,911 $56.3M 3.33% -12,401 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 613,813 $54.9M 0.27% -89,237 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 610,966 $54.6M 0.23% -14,087 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 606,610 $54.2M 1.41% +4,994 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 600,031 $53.6M 0.59% -21,061 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 593,386 $53M 1.41% +42,999 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 589,190 $52.7M 0.51% +38,458 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 587,224 $52.5M 21.54% +1,277 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 575,703 $51.5M 10.07% +126,440 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 570,997 $51M 2.78% +17,834 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 564,675 $50.5M 0.62% -4,188 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 536,808 $48M 0.11% -102,683 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 535,557 $47.9M 5.86% +7,743 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 522,233 $46.7M 0.65% -7,350 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 502,632 $44.9M 0.4% +19,621 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 495,928 $44.3M 3.16% -4,747 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 495,900 $44.3M 0.32% -12,208 13F-HR/A Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 491,692 $44.2M 0.69% +8,092 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 493,083 $44.1M 3.6% +7,959 13F-HR Timeline Group HT Partners LLC More: the full row for HT Partners LLC 491,426 $43.9M 13.42% -1,834 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 491,382 $43.9M 1.5% +68,354 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 486,843 $43.5M 0.27% +103,868 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 480,653 $43M 0.53% +17,921 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 477,601 $42.7M 5.91% -28,137 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 474,773 $42.4M 7.13% +12,910 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 474,572 $42.4M 0.68% +8,287 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 474,020 $42.4M 0.6% -7,547 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 473,953 $42.4M 0.14% +18,661 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 473,318 $42.3M 1.04% -9,248 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 472,499 $42.2M 0.72% +461,892 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 466,116 $41.7M 4.42% new 13F-HR/A Timeline Group Lepercq De Neuflize Asset Management LLC More: the full row for Lepercq De Neuflize Asset Management LLC 466,000 $41.7M 36.38% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 464,358 $41.5M 2.29% +12,795 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 459,150 $41M 0.19% -15,600 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 457,708 $40.9M 0.34% +35,905 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 456,596 $40.8M 0.36% -8,255 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 442,974 $39.6M -53,873 Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 443,071 $39.6M 2.49% +20,641 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 420,175 $37.6M 0.3% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 418,767 $37.4M 1.1% -13,582 13F-HR Timeline Greenfield FTC, Inc. More: the full row for Greenfield FTC, Inc. 411,273 $36.8M 7.81% -20,406 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 398,138 $35.6M 0.54% +2,850 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 397,894 $35.6M 2.35% +13,080 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 396,459 $35.4M 22.65% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 395,969 $35.4M 0.25% +2,998 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 395,385 $35.3M 1.86% -802,724 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 394,002 $35.2M 0.42% +101,463 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 393,321 $35.2M 3.16% +23,178 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 386,679 $34.6M 0.73% +32,982 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 383,688 $34.3M 0.21% +5,433 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 371,578 $33.2M 8.6% -32,489 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 368,381 $32.9M 0.57% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 364,489 $32.6M 0.19% -5,518 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 362,681 $32.4M -29,314 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 362,261 $32.4M 0.23% +13,113 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 361,337 $32.3M 3.95% -128,357 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 359,209 $32.1M 7.26% +7,387 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 357,930 $32M 5.17% +10,286 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 352,163 $31.5M 4.03% -388 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 351,984 $31.5M 0.61% -364,028 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 348,561 $31.2M 6.85% -2,470 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 347,580 $31.1M 0.93% +270,740 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 346,895 $31M 2.44% 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 342,500 $30.6M 6.61% +26,415 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 341,496 $30.5M 0.58% +158,673 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 340,560 $30.4M 1.22% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 336,039 $30M 0.36% +2,946 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 335,666 $30M 0.11% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 335,570 $30M 5.78% +320,182 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 332,831 $29.8M 0.78% -7,487 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 322,459 $28.8M 1.4% +16,491 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 320,943 $28.7M 2.73% +155,080 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 320,433 $28.6M 19.32% +5,035 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 317,340 $28.4M 0.97% -5,119 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 317,006 $28.3M 0.48% +56,508 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 316,338 $28.3M 3.11% +2,232 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 316,242 $28.2M 4.65% -77,201 13F-HR Timeline Group PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 309,008 $27.6M 3.3% new 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 308,105 $27.5M 1.56% -6,370 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 306,000 $27.4M 0.05% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 305,016 $27.3M 13.51% +59,821 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 304,801 $27.2M 0.68% 0 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 295,381 $26.4M 3.22% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 294,650 $26.3M 0.22% -8,522 13F-HR/A Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 292,337 $26.1M 6% +4,756 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 291,442 $26.1M 3.84% new 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 291,019 $26M 2.56% -987 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 288,299 $25.8M 1.56% +2,245 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 284,971 $25.5M 0.49% +127,399 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 284,452 $25.4M 0.03% -192,664 13F-HR Timeline Group Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 284,157 $25.4M 0.05% -46,949 13F-HR Timeline Group Verger Capital Management LLC More: the full row for Verger Capital Management LLC 280,532 $25.1M 9.87% +762 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 278,590 $24.9M 12.82% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 274,321 $24.5M 0.13% -20,383 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 273,979 $24.5M 15.48% -11,836 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 271,395 $24.2M 1.7% new 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 265,404 $23.7M 11.73% +75,497 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 263,757 $23.6M 0.15% -5,178 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 260,282 $23.3M +1,539 Timeline