VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,871,988 $512M +141,981 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,819,118 $241M 0.46% +29,010 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,721,745 $228M 0.01% +41,420 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,465,297 $194M 0.11% +7,469 13F-HR Timeline Group VISA FOUNDATION More: the full row for VISA FOUNDATION 1,097,235 $145M 93.46% -75,500 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 667,954 $88.3M 0.02% +3,373 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 596,067 $78.8M 0.13% -8,986 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 573,327 $75.8M <0.01% -4,440 13F-HR Timeline Group Stanich Group LLC More: the full row for Stanich Group LLC 551,409 $72.9M 45.91% +23,788 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 499,439 $66M 24.87% -290 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 487,150 $64.4M 0.01% +27,901 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 442,529 $58.5M 0.08% +13,813 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 415,255 $54.9M 0.78% +1,540 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 391,185 $51.7M 0.49% +652 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 364,656 $48.2M 3.49% +79 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 349,458 $46.2M 2.89% +76,507 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 348,831 $46.1M 30.91% +1,617 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 347,433 $45.9M 0.66% -11,920 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 321,873 $42.6M 0.37% +31,476 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 314,328 $41.6M 14.66% -21,083 13F-HR Timeline KB Prvo drustvo za upravuvanje so zadol… More: the full row for KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 289,370 $38.3M 7.39% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 290,727 $37.5M 0.02% +24,940 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 273,953 $36.2M 0.01% +13,437 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 268,931 $35.6M 6.58% -338,213 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 249,827 $33M <0.01% +3,172 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 246,817 $32.6M 0.01% +3,640 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 245,103 $32.3M 0.01% -10,002 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 234,927 $31.1M 1.39% -2,819 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 232,763 $30.8M -9,811 Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 230,836 $30.5M 1.83% +44,196 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 230,304 $30.5M -26,835 Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 227,643 $30.1M 3.06% -212 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 225,455 $29.8M 0.04% -1,648 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 205,816 $27.3M 0.15% +142,195 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 203,100 $26.9M 0.03% +24,778 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 202,193 $26.7M 6.87% -79 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 192,912 $25.5M 7.23% +7,655 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 191,841 $25.4M 0.01% +1,647 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 183,341 $24.2M 1.63% -284 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 181,428 $24M 2.66% +142,330 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 171,322 $22.7M 0.42% +231 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 170,359 $22.5M 0.03% +83,733 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 165,545 $21.9M 0.02% +2,137 13F-HR Timeline Dundas Partners LLP More: the full row for Dundas Partners LLP 164,888 $21.8M 1.58% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 164,394 $21.7M 0.21% +494 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 163,717 $21.6M 2.91% +3,320 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 161,663 $21.4M 6.09% +6,011 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 149,322 $19.7M +2,542 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 149,053 $19.7M 0.02% -4,286 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 148,493 $19.6M 2.55% -2,979 13F-HR/A Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 145,129 $19.2M 11.49% -2,968 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 143,189 $18.9M 0.36% +5,054 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 139,946 $18.5M 0.35% +4,046 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 135,621 $17.9M 6.47% +42,946 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 134,191 $17.7M 0.08% +10,880 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 129,450 $17.1M 10.99% +900 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 122,996 $16.3M +117,198 Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 121,505 $16.1M 1.17% -9,008 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 117,575 $15.5M 0.02% +38,828 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 117,352 $15.5M 0.18% -3,439 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 112,962 $14.9M 1.04% +1,213 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 107,988 $14.3M 0.03% -6,364 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 106,893 $14.1M 0.01% +198 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 102,967 $13.6M 0.28% +88,809 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 101,457 $13.4M 0.19% -111,272 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 100,084 $13.2M 0.43% +1,129 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 98,026 $13M 7.01% -697 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 92,937 $12.3M 0.04% -20 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 92,130 $12.2M 6.61% +1,209 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 91,218 $12.1M 0.03% +8,094 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 83,825 $11.1M 0.03% +2,598 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 83,470 $11M 0.23% -3,796 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 82,860 $11M <0.01% +8,280 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 79,946 $10.6M 1.54% +774 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 77,100 $10.2M 1.04% +5 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 77,000 $10.2M 0.97% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 76,485 $10.1M 0.04% +67,115 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 73,515 $9.72M 0.01% +8,346 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 72,105 $9.54M 0.34% +855 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 67,590 $8.87M <0.01% +3,725 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 66,573 $8.8M 0.73% -2,575 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 64,129 $8.48M 0.18% +57,046 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 63,463 $8.39M <0.01% +43,466 13F-HR Timeline Group Pearl Planning LLC More: the full row for Pearl Planning LLC 60,619 $8.02M 3.69% +1,991 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 60,047 $7.94M 0.01% -580 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 59,242 $7.83M 0.87% -358 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 57,492 $7.6M 5.73% -11,079 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 56,694 $7.5M 0.01% -2,472 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 54,759 $7.24M 0.91% +117 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 54,058 $7.15M 0.04% +10,558 13F-HR Timeline Group LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 53,482 $7.07M 1.81% -42 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 52,721 $6.97M 1.32% +112 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 51,103 $6.76M 0.08% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 50,847 $6.72M 2.35% +4,195 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 48,546 $6.42M 0.08% +23,718 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 47,899 $6.32M 0.94% +304 13F-HR Timeline EQ LLC More: the full row for EQ LLC 47,209 $6.24M 1.53% -3,114 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 47,053 $6.22M 0.78% +428 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 46,828 $6.19M 0.01% +125 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 46,213 $6.11M 0.03% -994 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 45,509 $6.02M 0.46% -978 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 43,453 $5.75M 0.09% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 42,011 $5.56M 2.02% +16,151 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 40,214 $5.32M 3.26% -2,875 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 39,421 $5.21M 0.2% +2,437 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,812 $5.13M 0.01% -304 13F-HR/A Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 38,630 $5.11M 0.13% +177 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 38,529 $5.1M 0.8% -385 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,470 $5.09M 0.02% +4,771 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 38,034 $5.03M 0.2% +421 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 38,032 $5.03M 0.07% +1,249 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 37,580 $4.97M 0.01% +4,453 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 36,284 $4.8M 0.05% +3,440 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 35,896 $4.75M 0.98% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,516 $4.69M 0.04% -310 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 35,296 $4.67M 0.85% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 34,489 $4.55M 0.44% -2,011 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 34,233 $4.53M 1.54% -1,398 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 33,939 $4.49M 0.17% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 33,053 $4.37M 0.04% +3,753 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 32,341 $4.28M 0.02% -449 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 32,329 $4.28M 1.48% +29 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 32,251 $4.26M 0.57% +2 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 31,290 $4.14M 2.14% -3,062 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 30,555 $4.04M 0.22% -1,080 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 30,527 $4.04M <0.01% +12,637 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 30,309 $4.01M 0.05% +1 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 29,862 $3.95M 0.04% -115 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 29,581 $3.91M 1.6% -551 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 29,290 $3.87M <0.01% +3,902 13F-HR Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 29,154 $3.86M 2.75% -225 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 28,585 $3.8M 0.04% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 28,108 $3.72M 0.04% +2 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 27,124 $3.59M 0.21% +81 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 26,153 $3.48M 0.43% -729 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 26,080 $3.45M 2.29% -1,956 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 26,069 $3.45M 1.1% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,537 $3.38M 0.01% +543 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 25,287 $3.34M 1.61% +89 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 25,258 $3.34M 0.64% +139 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 24,731 $3.27M 0.04% -151 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 24,717 $3.27M <0.01% -484 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 24,658 $3.26M 0.05% +481 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 24,636 $3.26M 1.75% +1,975 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 24,217 $3.2M <0.01% +14,703 13F-HR Timeline Group Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 23,880 $3.16M 0.41% +170 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,244 $3.11M 0.01% +1,183 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 23,238 $3.07M 0.22% -1,914 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 23,083 $3.05M 1.6% +677 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 22,929 $3.03M <0.01% -38,567 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 22,528 $2.98M 0.44% +36 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 22,268 $2.94M 0.41% +401 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,190 $2.93M 0.01% +2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 21,923 $2.9M 0.05% +4,360 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 23,999 $2.9M 0.01% +9,851 13F-HR Timeline Fairlight Advisors More: the full row for Fairlight Advisors 21,520 $2.85M 2.32% 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 21,485 $2.84M 2.2% -71 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 21,260 $2.83M 0.88% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 21,255 $2.81M 1.38% +720 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,859 $2.76M 0.04% +38 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 20,812 $2.75M 0.35% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,671 $2.73M 0.01% -3,991 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,071 $2.65M <0.01% -115 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 19,942 $2.64M 0.41% -386 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 19,723 $2.61M 0.03% +103 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19,609 $2.59M 0.38% +85 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 19,029 $2.52M 0.03% -268 13F-HR/A Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 19,012 $2.51M 0.51% -181 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,588 $2.49M 0.07% +22 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 18,386 $2.43M 0.37% -274 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 18,236 $2.41M 1.07% -1,146 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 18,154 $2.4M 0.1% -374 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 18,118 $2.4M 0.54% +643 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,034 $2.38M <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 17,904 $2.37M 0.21% -1,000 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 17,094 $2.26M 0.03% 0 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 17,083 $2.26M 0.17% -443 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,001 $2.25M 0.1% -93 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,946 $2.24M 0.03% -407 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 16,490 $2.18M 0.9% +25 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 16,380 $2.17M 0.78% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,282 $2.15M 0.03% +48 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 16,000 $2.12M 0.03% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 15,933 $2.11M <0.01% +515 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,562 $2.06M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 15,464 $2.04M 0.9% +911 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 15,342 $2.03M 0.64% -1,076 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 15,123 $2M 0.05% -1 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 14,996 $2M 0.73% -29 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,967 $1.98M 0.01% 0 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,806 $1.96M <0.01% -506 13F-HR Timeline Group Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 14,606 $1.93M 0.3% +574 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 14,599 $1.93M 0.76% -427 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,503 $1.92M 0.01% +194 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 14,500 $1.92M 0.47% +735 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 14,308 $1.89M 1.38% -1,311 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 14,250 $1.88M 1.76% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 14,121 $1.87M 0.5% +4,028 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 14,112 $1.87M 0.21% -340 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 14,109 $1.87M 0.07% -382 13F-HR Timeline