NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,491,314 $908M 0.11% -309,037 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,101,362 $343M 2.04% -180,458 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,956,055 $334M 0.08% +82,044 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,099,686 $141M 1.8% -12,385 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 1,875,000 $126M 8.52% +269,000 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,813,168 $122M 6.18% -49,331 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,725,000 $116M 0.01% 0 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 1,572,088 $106M 7.08% 0 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/ 1,186,456 $79.9M 0.01% +154,827 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,090,259 $73.4M <0.01% +20,672 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,074,757 $72.3M <0.01% +12,402 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 776,274 $52.3M 1.07% +60,244 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 731,730 $49.3M 0.92% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 695,842 $46.8M <0.01% +81,445 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 681,811 $45.7M 0.03% -24,896 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 559,785 $41.8M 0.01% +22,712 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 480,086 $32.3M 0.01% -11,865 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 433,946 $29.2M 0.01% +60,713 13F-HR Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 431,270 $28.9M 0.06% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 427,329 $28.8M 0.01% +31,964 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 408,073 $27.4M <0.01% -10,112 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 387,837 $26.1M 4.64% -132,345 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 340,181 $22.9M 0.02% +58,307 13F-HR Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 325,320 $21.9M 63.69% -27,054 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 318,128 $21.4M <0.01% -9,100 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 301,900 $20.3M 0.01% -55,175 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 290,157 $19.5M <0.01% +30,178 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 256,478 $17.3M 4.47% +4,637 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 229,803 $15.5M 0.22% -78,334 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 219,836 $14.8M 0.01% +15,771 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 205,252 $13.8M 6.72% +2,006 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 202,370 $13.6M <0.01% -41,511 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 195,071 $13.1M 0.02% +12,735 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 178,050 $12M 1.36% +23,778 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 169,120 $11.4M 0.02% -4,859 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 160,997 $10.8M 0.97% +3,537 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 160,639 $10.8M 4.48% +454 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 154,548 $10.4M 2.35% +4,502 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 140,180 $9.44M 1.5% +467 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 136,346 $9.18M <0.01% +9,099 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 135,862 $9.13M <0.01% +11,580 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 123,251 $8.3M 0.02% 0 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 118,056 $7.95M 0.01% +2,651 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 113,200 $7.62M 3.72% +873 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 107,842 $7.26M 0.03% +107,144 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 104,979 $7.07M 0.01% +1,878 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 99,942 $6.73M 0.07% -2,021 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 98,914 $6.66M <0.01% +41,914 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 93,988 $6.33M 0.01% -2,502 13F-HR Timeline Group Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 89,485 $6.02M 2.7% -647 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 81,023 $5.45M 2.45% +1,901 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 77,550 $5.22M 2.1% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 77,430 $5.21M 0.15% -3,074 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 74,539 $5.02M 0.01% -8,757 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 72,917 $4.91M 0.05% +246 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 72,599 $4.89M 0.14% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 71,743 $4.83M 0.09% -21 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 71,001 $4.78M 0.47% +467 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 70,194 $4.72M 1.47% +2,563 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 68,194 $4.59M <0.01% +13,370 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 67,202 $4.52M 1.04% +18,127 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 66,619 $4.48M 0.38% +4,115 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 64,467 $4.34M 0.02% -240 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 64,392 $4.33M 0.01% -19,631 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 60,734 $4.09M 0.28% +1,545 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 55,780 $4.01M 0.01% +41,202 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 59,116 $3.98M 2.47% +213 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 58,009 $3.9M 0.04% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 57,694 $3.88M 0.28% +2,559 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 56,463 $3.8M 0.02% new 13F-HR Timeline Group DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 53,100 $3.57M 0.03% -1,800 13F-HR/A Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 52,755 $3.55M 0.18% +1,008 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 52,755 $3.55M 0.02% +1,008 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 51,489 $3.47M 0.01% +1,697 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 50,550 $3.4M 0.14% +29,963 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 50,456 $3.4M 0.01% +151 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 48,469 $3.26M 2.62% -577 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 47,162 $3.17M 0.25% +1,741 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 46,292 $3.12M 0.16% +798 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 45,553 $3.07M 0.13% +586 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 44,467 $2.99M 0.02% +1,581 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 41,234 $2.78M 0.66% +2,553 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 40,652 $2.74M <0.01% +17,687 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 40,318 $2.71M <0.01% +4,561 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 40,272 $2.71M <0.01% new 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 40,001 $2.69M 0.94% -231 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,914 $2.69M <0.01% +1,808 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 38,650 $2.6M 2.36% +5,695 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 37,249 $2.51M 0.31% +5,127 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 36,901 $2.48M 0.4% +484 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 34,000 $2.29M 0.24% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 33,981 $2.29M 0.01% -715 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 30,298 $2.04M <0.01% -283 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 30,029 $2.02M 0.51% +204 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 29,786 $2M 0.33% +1,013 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 28,699 $1.93M <0.01% +2,746 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 28,374 $1.91M -21 Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 28,341 $1.91M 0.12% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 27,381 $1.84M 0.15% -714 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,135 $1.83M 0.01% -710 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 26,624 $1.79M 0.21% +65 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 26,229 $1.77M 0.09% +512 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 25,834 $1.74M <0.01% +15,432 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,555 $1.72M <0.01% +9,277 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 25,385 $1.71M 0.05% -1,000 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,059 $1.69M 0.03% +49 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 24,773 $1.67M 0.31% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 23,470 $1.58M 0.14% +14 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,112 $1.56M 0.03% -251 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 22,780 $1.53M <0.01% 0 13F-HR Timeline Group ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 22,470 $1.51M 0.66% -3,118 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 21,985 $1.48M 0.12% -144 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,506 $1.45M <0.01% +11,456 13F-HR Timeline Group Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 19,634 $1.32M 0.77% +40 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 19,269 $1.3M 0.2% -663 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,996 $1.28M <0.01% 0 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 18,235 $1.23M 0.08% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17,945 $1.21M <0.01% +5,108 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 17,327 $1.17M <0.01% +9,061 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,870 $1.14M 0.05% +420 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,673 $1.12M <0.01% +2,306 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,425 $1.11M <0.01% +1,362 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 16,364 $1.1M 0.21% +36 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,113 $1.08M 0.01% +438 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 15,765 $1.06M 0.3% +35 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 15,490 $1.04M 0.21% +6,211 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,909 $1M <0.01% -4,157 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 14,872 $1M 0.09% new 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 14,642 $986K 0.19% +132 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 14,500 $976K 0.07% 0 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,481 $975K <0.01% +4,069 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 14,404 $970K 0.05% -805 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 14,200 $956K 0.01% -174 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,191 $955K <0.01% +1,251 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 13,500 $909K 0.05% new 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 13,441 $905K 0.17% -2,402 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 13,030 $877K 0.13% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,717 $856K 0.03% +194 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,267 $826K <0.01% -24 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,060 $812K <0.01% +3,956 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,037 $810K <0.01% +980 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 12,012 $809K 0.54% +19 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 11,785 $793K 0.03% -72 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 11,771 $792K 0.26% -291 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 11,739 $790K 0.4% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,567 $779K 0.01% +110 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,542 $777K <0.01% -551 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 11,232 $756K 0.55% +115 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,044 $743K 0.01% +1,434 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,800 $727K 0.02% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 10,800 $727K 0.43% +3,450 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 10,651 $717K <0.01% +10,544 13F-HR Timeline BAYBAN More: the full row for BAYBAN 10,520 $708K 0.54% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,516 $708K 0.04% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,492 $706K 0.02% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,193 $686K 0.04% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 10,029 $675K 0.42% -1,280 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,693 $652K 0.02% new 13F-HR Timeline United Bank More: the full row for United Bank 9,657 $650K 0.2% -1,148 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,984 $641K 0.05% +1,789 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 9,504 $640K 0.08% +5,875 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,457 $637K <0.01% -12,844 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 9,224 $621K 0.12% -221 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 9,001 $606K 0.06% 0 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,997 $606K 0.08% +35 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,940 $602K <0.01% +22 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 8,919 $600K 0.11% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 8,470 $570K 0.21% -3 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 8,182 $551K 0.2% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,035 $541K <0.01% +2,126 13F-HR Timeline Group Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 7,810 $526K 0.4% +12 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7,761 $522K <0.01% -449 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,319 $493K <0.01% -724 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 7,210 $490K 0.06% -1,221 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,955 $476K <0.01% -122 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,985 $470K <0.01% +432 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,822 $459K <0.01% -1,171 13F-HR Timeline Group McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 6,492 $437K 0.33% -247 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,445 $434K 0.07% 0 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 6,409 $431K 0.09% 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 6,251 $421K 0.34% 0 13F-HR Timeline REYL & Cie S.A. 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