BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 93,153,172 $8.95B 0.15% +1,708,571 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/ 40,215,965 $3.86B 0.28% +1,931,949 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 31,617,599 $3.04B 0.18% +4,244,605 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 30,808,523 $2.96B 0.42% +1,151,742 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,517,515 $2.07B 0.14% +1,041,180 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,303,587 $2.05B 0.26% +205,935 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 18,235,992 $1.75B +1,961,420 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 16,217,322 $1.56B 0.3% +643,540 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 11,792,384 $1.13B -204,483 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,876,648 $948M 0.17% -979,303 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 8,767,497 $842M 0.04% -119,466 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 8,500,255 $816M 0.66% -185,252 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,457,292 $812M 0.44% -39,914 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 7,929,645 $761M 0.13% +26,963 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,186,981 $690M 0.81% -210,919 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,152,935 $591M 12.67% +152,513 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,123,093 $588M -445,366 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,871,361 $564M 0.15% +352,599 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,370,977 $420M 0.17% +104,816 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,367,470 $419M 0.64% -62,769 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,253,168 $408M 0.55% +169,693 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,718,556 $357M 0.11% +269,137 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,277,441 $315M 0.37% +492,444 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,992,615 $287M 0.18% -676,980 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,897,259 $278M 9.71% +55,971 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,768,816 $266M 0.06% -613,507 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,577,596 $248M 0.34% +1,448,721 13F-HR Timeline Group Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 2,490,403 $239M +135,519 Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 2,440,932 $234M 21.37% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,429,988 $233M 0.93% +645,794 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,331,116 $224M 0.3% +195,099 13F-HR/A Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,261,770 $217M 3.98% +72,740 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 2,197,356 $211M 0.25% +50,525 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,146,484 $206M 0.25% -251,699 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,134,355 $205M 0.37% +219,689 13F-HR/A Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,093,177 $201M 1.29% -5,067 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,069,349 $199M 0.14% -1,904 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,007,546 $193M 6.56% -6,917 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 1,966,497 $190M 0.03% +1,275,694 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,951,231 $187M 2.06% +64,898 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,881,846 $181M 0.2% +68,801 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,853,666 $178M 0.11% +606,212 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,651,750 $159M 0.17% +10,510 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,644,234 $158M 0.3% -36,757 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,626,722 $156M 0.5% -1,263 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,612,846 $155M 0.23% +4,905 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,603,139 $154M 0.2% +1,223,126 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,585,269 $152M 0.55% -7,991 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,567,570 $151M +644,008 Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 1,560,157 $150M +287,846 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,533,523 $147M 0.13% +66,192 13F-HR Timeline Group WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 1,526,607 $147M 0.3% +1,512,625 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,463,552 $141M 0.21% +41,721 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,440,272 $138M 0.2% +1,862 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,407,271 $135M 0.21% -5,822 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,394,121 $134M -4,841 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,345,670 $129M 0.04% +192,817 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,333,766 $128M 6.94% -13,889 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,298,571 $125M 0.24% +2,195 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,272,638 $122M 2.71% -154,678 13F-HR Timeline STATE BOARD OF ADMINISTRATION OF FLORID… More: the full row for STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1,252,285 $120M 0.21% -1,278,548 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,114,057 $110M 0.15% +35,445 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 1,075,839 $103M 0.21% +309,467 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,075,287 $103M 12.05% +16,600 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 1,070,159 $103M +645,739 Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,066,507 $102M 0.25% -1,927,731 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,061,225 $102M 0.14% +10,276 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 995,723 $95.6M 4.3% +186,030 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 978,336 $93.9M 3.94% -14,105 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 929,302 $89.2M 0.12% +97,363 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 927,756 $89.1M 0.34% -48,722 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 926,883 $89M 0.24% +72,180 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 925,553 $88.9M 1.36% -41,083 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 896,683 $86.1M 0.41% 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 895,323 $86M 0.65% 13F-HR/A Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 835,796 $80.3M 0.14% +15,482 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 832,255 $79.9M 0.11% +826,217 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 831,595 $79.9M 1.32% +474,219 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 821,593 $78.9M 2.26% +19,879 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 821,334 $78.9M 0.97% +1,469 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 798,870 $76.7M +86,387 Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 788,652 $75.7M 14.35% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 778,926 $74.8M 0.18% +78,297 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 771,704 $74.1M 2.27% +35,209 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 726,719 $69.8M 0.16% +2,014 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 725,799 $69.7M 1.26% +4,858 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 715,962 $68.8M 6.71% -101,978 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 705,346 $67.7M 0.18% +11,993 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 702,790 $67.5M 1.59% -4,829 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 692,000 $66.5M 6.97% +406,500 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 688,274 $66.1M 0.28% +47,280 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 686,686 $65.9M 0.04% -1,939,007 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 682,820 $65.6M 1.11% +371,990 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 670,448 $64.4M 11.71% -20,754 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 663,613 $63.7M 1.42% +9,098 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 644,953 $61.9M 26.68% -4,073 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 642,637 $61.7M 2.18% -6,795 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 637,888 $61.3M 0.33% +114,841 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 622,536 $59.8M 2.48% +31,766 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 619,251 $59.5M 0.09% -1,621,590 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 613,693 $58.9M 0.02% +1,509 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 606,562 $58.2M 3.09% -15,221 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 605,968 $58.2M 3.67% -139,738 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 603,418 $57.9M 0.12% +181,112 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 595,881 $57.2M 0.7% +588,153 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 592,096 $56.9M 22.87% -6,346 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 588,793 $56.5M 2.53% -5,797 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 587,733 $56.4M 0.6% -7,257 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 575,705 $55.3M +190,912 Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 568,058 $54.6M 1.4% -13,139 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 554,455 $53.2M 0.3% +54,915 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 553,266 $53.1M 1.66% +3,769 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 552,162 $53M 1.13% +14,842 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 547,576 $52.6M 0.42% -563,890 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 547,451 $52.6M 0.59% +54,854 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 542,662 $52.1M 0.43% +32,309 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 540,345 $51.9M 0.6% -8,276 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 531,448 $51M 1.2% +58,751 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 523,433 $50.3M 0.06% +523,398 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 523,186 $50.2M 0.63% +32,130 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 523,107 $50.2M 6.23% -7,881 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 518,990 $49.8M 0.09% -35,442 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 515,056 $49.7M 0.63% -15,424 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 515,371 $49.5M 0.16% +6,444 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 512,108 $49.4M +478,428 Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 502,488 $48.8M 0.08% -186,900 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 505,985 $48.6M 0.02% -322,175 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 496,778 $47.7M 3.33% +1,857 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 491,177 $47.2M 0.95% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 490,106 $47.1M 2.9% +2,949 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 485,627 $46.6M +24,546 Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 481,158 $46.2M 7.69% +14,632 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 470,192 $45.3M 0.08% +1,040 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 470,377 $45.2M 5.08% -50,540 13F-HR/A Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 467,574 $44.9M 0.6% -12,775 13F-HR Timeline Group Lepercq De Neuflize Asset Management LLC More: the full row for Lepercq De Neuflize Asset Management LLC 466,000 $44.7M 25.59% 0 13F-HR/A Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 465,150 $44.7M 2.34% -14,584 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 459,150 $44.1M 0.15% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 456,336 $43.8M 0.31% +107,138 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 455,426 $43.7M 13% -281 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 445,468 $42.8M 0.49% +21,172 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 442,127 $42.5M 16.39% +21,783 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 435,373 $41.8M 2% +14,684 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 430,985 $41.4M 12.98% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 427,611 $41.1M 0.38% -7,095 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 425,069 $40.8M 0.12% +25,395 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 422,804 $40.6M 5.84% -29,585 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 420,175 $40.3M 0.29% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 417,785 $40.1M 1.05% +1,751 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 414,957 $39.8M 0.46% +92,280 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 399,287 $38.3M 0.7% -87,800 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 398,489 $38.3M 0.22% +3,239 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 397,387 $38.2M 0.26% -73,828 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 394,436 $37.9M 0.53% -3,614 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 389,626 $37.4M 0.54% -4,875 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 388,090 $37.3M 7.51% +16,868 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 387,824 $37.2M 2.24% -7,524 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 385,275 $37M 3.06% -1,590 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 378,569 $36.4M 2.49% +31,862 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 375,515 $36.1M 0.27% +744 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 373,243 $35.8M 3.37% +211,037 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curi Capital, LLC More: the full row for Curi Capital, LLC 368,638 $35.4M 0.61% +30,613 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 367,422 $35.3M 3.86% +6,085 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 365,411 $35.1M 8.11% -6,475 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 363,989 $34.9M 0.02% -830,307 13F-HR/A Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 362,976 $34.9M 0.19% -7,286 13F-HR Timeline Group Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 361,074 $34.7M 19.2% -117,494 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 349,763 $33.6M 4.69% -5,840 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 348,324 $33.5M 1.45% +27,562 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 347,580 $33.4M 0.98% 0 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 338,034 $32.5M 0.67% +247,782 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 334,897 $32.2M 5.3% +3,940 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 331,267 $31.8M 0.09% +125,406 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 325,864 $31.3M 0.1% 0 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 322,130 $30.9M 19.01% +288 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 317,326 $30.5M 0.53% -74,793 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 317,132 $30.5M -28,944 Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 316,469 $30.4M 2.48% +49,850 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 314,650 $30.2M 0.02% +36,406 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 312,150 $30M 0.29% +144,189 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 311,276 $29.9M 5.48% +11,463 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 306,248 $29.4M 8.71% +16,106 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 304,801 $29.3M 0.65% 0 13F-HR Timeline Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 300,000 $28.8M 0.49% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 299,748 $28.8M 3.76% +5,609 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 293,732 $28.2M 0.58% -56,555 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 292,200 $28.1M 1.58% +1,715 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 292,159 $28.1M 2.28% +104,737 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 289,862 $27.8M 3.66% -12,518 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 287,873 $27.6M 1.43% -16,862 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 292,065 $27.6M 0.11% -4,259 13F-HR Timeline Group Greenfield FTC, Inc. More: the full row for Greenfield FTC, Inc. 286,330 $27.5M 3.62% -124,943 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 282,825 $27.2M 2.49% -8,019 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 282,022 $27.1M 0.22% +43,288 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 281,749 $27.1M 1.04% +13,979 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 280,604 $26.9M 0.17% -72,464 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 278,590 $26.8M 13.16% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 277,899 $26.7M 7.65% +20,283 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 276,957 $26.6M 0.14% 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 274,457 $26.4M 12.31% +696 13F-HR Timeline