BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,367,516 $972M 0.07% +854,217 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,172,689 $521M 0.07% +115,634 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 6,033,138 $438M 0.08% -1,152,475 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,729,976 $344M 0.22% +44,968 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,923,113 $285M 0.02% +190,648 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,425,796 $249M 0.06% -941,140 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 3,305,644 $240M 0.83% +65,957 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,992,197 $217M <0.01% +591,832 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2,706,117 $197M 5.78% -125,172 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,555,605 $186M 2.04% -53,869 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,385,667 $173M 0.05% +298,524 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,336,582 $170M 0.01% +131,459 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,006,029 $165M 2.91% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,150,000 $156M 0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,937,863 $141M 0.03% -151,818 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,886,294 $137M 0.1% +1,582,515 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,864,964 $136M 0.08% -610,642 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,824,858 $133M 2.6% +86,998 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,757,820 $128M 1.58% +1,540 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,651,744 $120M -87,690 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,623,995 $118M 0.14% -260 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,515,447 $110M -108,039 Timeline Johns Hopkins University More: the full row for Johns Hopkins University 1,423,744 $103M 7.54% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,396,406 $101M 0.11% -34,926 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,393,369 $101M 1.75% +48,187 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,342,188 $97.5M 0.09% -5,219 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,186,200 $86.2M 0.68% +146,600 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,155,424 $84M 3.13% +74,131 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,133,303 $82.4M 0.09% +74,496 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,088,418 $79.1M 0.05% -796,257 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,030,497 $74.9M 1.07% -44,842 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,001,658 $72.8M 0.09% -2,717,749 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 968,498 $70.4M 2.56% +16,832 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 864,276 $62.8M 0.02% -12,841 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 827,378 $60.1M 0.01% -223,481 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 823,156 $59.8M 0.99% -867 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 790,515 $57.5M 0.04% -4,373 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 761,242 $55.3M 0.12% +14,400 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 760,094 $55.2M 0.07% -9,275 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 725,962 $52.8M 1.01% -7,802 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 722,812 $52.5M 2.76% -18,218 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 721,330 $52.4M 0.04% +383,960 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 709,785 $51.6M 8.1% -27,438 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 705,488 $51.3M 0.44% +140,648 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 665,254 $48.4M 2.77% +25,426 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 663,974 $48.3M 0.87% -3,452 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 638,643 $46.4M 0.06% -57,600 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 617,107 $44.9M 3.86% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 586,310 $42.6M +15,087 Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 584,366 $42.5M 4.26% +10,940 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 561,678 $40.8M 1.71% +18,727 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 553,642 $40.2M 0.02% -9,812 13F-HR Timeline Group Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 550,138 $40M new Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 530,463 $38.6M 0.06% -122,962 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 529,993 $38.5M 0.09% -85,635 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 512,026 $37.2M 0.4% +119,737 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 507,072 $36.9M +3,345 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 498,427 $36.2M 0.06% -3,163 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 479,442 $34.8M 2.91% -4,122 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 479,344 $34.8M 0.33% new 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 471,603 $34.3M 3.75% +38,704 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 459,120 $33.4M 0.56% +2,403 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 456,200 $33.2M 3.26% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 412,470 $33.1M 4.08% +68,002 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 453,795 $33M 2.23% +3,149 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 450,326 $32.7M 0.06% +18,971 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 443,455 $32.2M 0.07% +6,989 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 429,211 $31.2M 0.03% -7,620 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 427,974 $31.1M 4.03% -8,050 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 413,579 $30.1M 5% +7,677 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 394,785 $28.7M 0.5% -9,606 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 389,795 $28.3M 0.05% +70,496 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 388,600 $28.2M 0.07% +142,700 13F-HR Timeline Group FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 384,179 $27.9M 3.27% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 370,670 $26.9M 0.32% -43,135 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 354,686 $25.8M 0.35% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 353,840 $25.7M 0.14% -1,334 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 338,726 $24.6M 6.43% +61,277 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 325,506 $23.7M 6.3% +25,238 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 321,395 $23.4M 6.64% +19,458 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 320,370 $23.3M 2.71% +6,446 13F-HR/A Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 319,235 $23.2M 13.77% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 317,152 $23.1M 6.33% +6,251 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 307,164 $22.3M 1.6% +3,231 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 304,769 $22.2M 0.23% -18,835 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 303,981 $22.1M 0.3% +273,140 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 299,207 $21.7M 1.22% -84,592 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 284,438 $20.7M 0.06% -37,154 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 262,110 $19.1M 0.31% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 236,527 $18.8M 0.46% +3,613 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 249,160 $18.1M 0.02% +23,428 13F-HR/A Timeline Group ES4, LLC More: the full row for ES4, LLC 245,346 $17.8M 12.29% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 242,701 $17.6M 0.03% +105,157 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 242,538 $17.6M 7.58% +14,771 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 239,034 $17.4M -1,906 Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 236,812 $17.2M 4.18% +25,750 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 231,470 $16.8M 4.67% +814 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 230,534 $16.8M 0.58% +14,811 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 224,774 $16.3M 0.27% +14,244 13F-HR/A Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 219,556 $16M 4.08% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 216,992 $15.8M 2.05% +22,161 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 209,704 $15.2M <0.01% -6,133 13F-HR/A Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 208,383 $15.1M 2.18% -3,540 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 202,192 $14.7M 0.36% +15,407 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 200,879 $14.6M 0.02% -102,171 13F-HR Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 200,319 $14.6M 5.9% +7,333 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 198,760 $14.4M 0.26% new 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 197,719 $14.4M 0.04% +5,153 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 195,381 $14.2M 0.02% -13,825 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 192,531 $14M 1.52% +10,066 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 191,734 $13.9M 0.78% +13,029 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 191,209 $13.9M 0.08% +4,366 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 189,121 $13.7M 0.02% -49,708 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 170,075 $13.1M 1.17% -337 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 173,396 $12.6M 1.38% +3,265 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 173,018 $12.6M 0.45% +5,587 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 168,605 $12.3M 2.26% +7,529 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 166,390 $12.1M 0.05% +15,341 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 158,364 $11.5M 3.71% +9,862 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 158,197 $11.5M 0.04% +4,087 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 156,085 $11.3M <0.01% -664 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 151,517 $11M 1.7% -2,869 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 147,388 $10.7M 2.98% -454 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 144,478 $10.5M 1.49% +1,798 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 143,825 $10.5M +6,284 Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 143,571 $10.4M 3.24% +2,968 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 143,444 $10.4M 0.5% -63,059 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 141,513 $10.3M 0.86% +8,870 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 140,557 $10.2M 0.05% +4,008 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 137,000 $9.96M 0.08% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 135,432 $9.84M 2.63% -5,083 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 135,339 $9.84M 1.1% 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 134,397 $9.77M 4.1% -1,685 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 131,972 $9.59M 1.58% -611 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 131,117 $9.53M 0.11% +7,621 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 129,229 $9.39M 1.1% -4,365 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 127,412 $9.26M 0.05% -29,665 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 126,171 $9.17M 1.53% -8,014 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 125,955 $9.15M 1.16% +10 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 123,828 $9M 2.24% +119 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 123,370 $8.97M 0.04% -168,603 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 123,195 $8.96M <0.01% -34,200 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 122,763 $8.92M 0.06% -4,600 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 111,535 $8.9M 1.03% +37,925 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 121,587 $8.84M 0.03% +1,964 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 121,492 $8.83M 0.06% -17,200 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 118,997 $8.65M 0.02% +39,880 13F-HR/A Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 118,996 $8.65M 0.31% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 116,689 $8.48M 2.98% +1,972 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 116,614 $8.48M -23,737 Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 115,224 $8.37M 1.2% -646 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 114,948 $8.35M 1.23% +5,253 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 114,637 $8.33M 3.89% +16,217 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 113,675 $8.26M 0.31% +795 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 111,653 $8.12M 0.75% +5,511 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 109,317 $7.95M 0.09% +1,219 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 108,671 $7.9M 2% +4,032 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 108,439 $7.88M 3% -1,410 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 107,461 $7.81M 5.41% -6,547 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 107,108 $7.78M 0.72% +3,502 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 106,951 $7.77M 2.77% +5,790 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 106,680 $7.75M 0.57% -9,906 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for Waterloo Capital, L.P. 83,305 $6.05M 0.44% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 77,177 $5.88M 1.32% +252 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 80,716 $5.87M 0.05% -1,559 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 80,486 $5.85M 1.23% +7,141 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 78,422 $5.7M 2.64% -768 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 77,996 $5.67M 3% +4,664 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 77,905 $5.66M 0.1% +613 13F-HR Timeline Compound Planning, Inc. 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