BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,834,614 $747M 0.06% -4,904,598 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 9,695,358 $612M 0.12% -871,424 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,356,124 $528M 14.06% +7,555,730 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,716,123 $424M 0.06% +413,255 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,304,823 $398M 0.01% -2,556,725 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 6,098,476 $385M 1.62% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,748,018 $300M 0.07% -1,945,257 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,563,872 $288M 0.21% -665,349 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,848,874 $243M 0.02% -2,323,914 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 3,421,905 $216M 0.14% -1,894,717 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,352,274 $212M -21,973,570 Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2,895,477 $183M 4.51% -2,303,009 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,844,253 $180M 0.06% -5,778,339 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,590,453 $164M 0.01% -4,206,752 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,518,698 $159M 1.99% +61,558 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,358,353 $149M 0.03% +7,107 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,008,204 $127M 0.03% -276,626 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,780,243 $112M 0.08% +1,639,725 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,720,019 $109M 1.51% -18,647 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,633,133 $103M 0.13% -661,003 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,604,339 $101M 2.34% +42,094 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,551,780 $98M 1.65% +70,784 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,449,780 $91.5M 3.67% -2,550,658 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 1,423,744 $89.9M 4.75% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,360,297 $85.9M 0.11% -64,312 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,353,534 $85.5M 0.08% -311,818 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,342,097 $84.7M 3.13% +870,883 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,192,520 $75.3M 0.09% -19,641 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,090,031 $68.8M 1.31% +25,129 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 995,690 $62.9M 0.02% -160,673 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 946,525 $59.8M 2.43% +4,252 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 925,500 $58.4M 0.35% +884,500 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 894,674 $56.5M 0.09% +772,936 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 837,660 $52.9M 7.86% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 821,707 $51.9M 0.04% -55,266 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 792,256 $50M 0.98% +19,703 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 771,118 $48.7M 0.06% -402,090 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 765,607 $48.3M 0.13% -814,634 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 756,848 $47.8M 0.07% -82,361 13F-HR Timeline Group UNITED BANK More: the full row for UNITED BANK 747,969 $47.2M 5.65% -4,272 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 746,842 $47.2M 0.12% +8,900 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 729,475 $46.2M 7.94% +53,457 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 730,193 $46.1M 0.12% -234,989 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 726,094 $45.8M 2.53% -662 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 713,305 $45M 0.01% -394,445 13F-HR/A Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 705,390 $44.5M 1.04% +22,032 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 697,282 $44M 0.84% +1,093 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 682,097 $43.1M 0.08% -45,930 13F-HR/A Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 633,429 $40M 0.37% new 13F-HR Timeline Group Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 629,810 $39.8M 26.34% new 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 620,357 $39.2M 4.42% +13,317 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 564,708 $35.7M -8,780 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 563,767 $35.6M 0.06% -1,108,260 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 557,991 $35.2M 3.36% +89,535 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 553,856 $35M 0.02% -31,242 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 548,817 $34.7M 2.13% -545,592 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 540,145 $34.1M 3.83% +113,012 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 516,228 $32.6M 0.06% -21,756 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 502,855 $31.8M 0.01% -141,391 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 500,803 $31.6M -3,742 Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 480,002 $30.3M 2.77% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 456,200 $28.8M 3.13% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 446,653 $28.3M 3.25% -3,436 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 447,319 $28.2M 1.73% +20,458 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 446,003 $28.2M 0.5% +5,689 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 445,056 $28.1M 2.13% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 441,177 $27.9M 0.28% -204,136 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 431,970 $27.3M 0.06% -7,470 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 428,874 $27.1M 0.51% +41,836 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 425,416 $26.9M 1.02% +12,487 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 410,170 $25.9M 3.13% +5,878 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 401,493 $25.4M 3.46% +3,860 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 392,677 $24.8M 3.31% +65,964 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 391,762 $24.7M 0.15% -619,657 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 391,030 $24.7M 1.37% -55,393 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 390,345 $24.6M 4.23% +570 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 385,787 $24.4M 0.07% -1,453,627 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 354,686 $22.4M 0.38% 0 13F-HR Timeline Group PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 352,595 $22.3M 3.02% -7,954 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 350,954 $22.2M 0.05% -425,286 13F-HR/A Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 339,800 $21.5M 0.06% new 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 339,195 $21.4M 0.01% +128,400 13F-HR Timeline Group MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 325,778 $20.6M 0.22% 0 13F-HR Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 319,235 $20.2M 6.44% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 317,476 $20M 2.8% +1,639 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 310,675 $19.6M 2.67% +4,966 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 308,261 $19.5M 0.07% -2,146,533 13F-HR Timeline Group Seascape Capital Management More: the full row for Seascape Capital Management 297,964 $18.8M 5.93% +17,065 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 293,793 $18.6M 0.08% -12,714 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 289,906 $18.3M 5.46% +43,107 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 282,988 $17.9M 1.43% -27,968 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 278,826 $17.6M 5.08% -10,974 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 277,236 $17.5M 0.04% -416,249 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 243,985 $15.4M 0.06% +14,081 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 237,090 $15.3M 0.44% -963 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 241,130 $15.2M 4.49% +40,749 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 237,992 $15M 0.14% -1,909,313 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 234,411 $14.8M +14,439 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 234,383 $14.8M 0.08% -528,957 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 230,830 $14.6M 0.33% -143,643 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 225,359 $14.2M 6.81% -38,974 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 219,552 $13.9M 0.28% -31,139 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 216,449 $13.7M 4.18% +15,735 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 214,717 $13.6M 3.91% +49,958 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 212,874 $13.4M 2.09% +3,275 13F-HR/A Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 198,779 $12.5M 0.01% -37,173 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 196,978 $12.4M 3.66% -986 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 189,838 $12M 5.7% -236 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 188,560 $11.9M 1.87% +5,226 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 180,904 $11.6M 1.15% -8,356 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 180,306 $11.4M 0.89% -12,347 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 180,174 $11.4M 0.24% +8,104 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 175,347 $11.1M 1.38% +8,521 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 174,727 $11M 1.26% -4,262 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 174,646 $11M 0.67% +9,729 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 171,196 $10.8M 1.77% -37,018 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 170,131 $10.7M 1.31% -56,434 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 170,050 $10.7M 0.92% -30,996 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 169,769 $10.7M 0.08% +44,478 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 167,334 $10.6M 0.37% -28,710 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 165,573 $10.5M 1.24% +4,731 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 163,734 $10.3M 2.14% +919 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 163,103 $10.3M 0.02% -4,929 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 161,566 $10.2M 0.43% -15,013 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 160,221 $10.1M 0.01% -2,300 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 157,328 $9.93M 0.08% -69,602 13F-HR/A Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 156,173 $9.86M 2.89% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 155,886 $9.84M 0.01% -152,058 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 154,910 $9.78M 0.07% +14,662 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 150,252 $9.49M 0.47% -108,944 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 149,688 $9.45M 0.05% -86,462 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 145,233 $9.17M 0.1% -418,513 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 144,479 $9.14M 3.08% -3,910 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 143,559 $9.06M 3.06% +10,303 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 142,182 $8.98M 1.54% -1,129 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 139,511 $8.81M 1.75% +3,402 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 139,113 $8.78M 2.92% +4,836 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 135,561 $8.56M 1.13% -73,175 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 135,022 $8.53M 3.9% +1,815 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 133,108 $8.4M +1,345 Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 131,958 $8.33M 2.88% -2,892 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 131,074 $8.28M 1.61% +3,979 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 129,525 $8.18M 1.25% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 127,071 $8.02M +56,158 Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 127,019 $8.02M 0.06% +3,611 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 125,186 $7.9M 0.68% +2,025 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 125,065 $7.9M 1.11% -102,730 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 125,043 $7.9M 2.17% -710 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 124,212 $7.84M 0.73% +4,218 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 121,529 $7.67M 0.09% -771,117 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 119,165 $7.52M 5.79% -1,930 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 116,550 $7.36M 2.92% +10,518 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 116,017 $7.33M 0.03% +8,029 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 115,825 $7.31M 1.48% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 113,962 $7.2M 2.27% -84,324 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 112,212 $7.08M 0.02% -225,850 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 111,744 $7.06M 0.06% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 111,509 $7.04M 2.8% -17,681 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 110,737 $6.99M 0.39% -11,721 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 107,972 $6.82M 0.03% -414,726 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 106,711 $6.74M 0.31% +22,069 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 106,300 $6.71M 0.01% +5,626 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 105,589 $6.67M 1.01% +12,827 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 104,817 $6.62M 1.04% -30,984 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 103,805 $6.55M 4.2% -753 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 103,601 $6.54M 1.17% -11,450 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 103,571 $6.54M 0.09% -9,702 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 102,112 $6.45M 1.19% -1,378 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 102,062 $6.44M 0.19% -54,704 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 101,921 $6.44M 1.87% +771 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 101,171 $6.39M 0.61% +4,781 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 100,599 $6.35M 0.66% +10,699 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 100,000 $6.31M 0.01% new 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 99,098 $6.26M 0.71% +23,310 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 98,312 $6.21M 2.74% +13,348 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 97,601 $6.16M 1.51% -3,073 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 94,574 $5.97M 0.14% -75,647 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 93,571 $5.91M 0.15% -8,097 13F-HR/A Timeline Blue Trust, Inc. 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