NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,920,150 $693M 0.1% -219,441 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,788,851 $89M 2.02% +151,624 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 1,606,000 $79.9M 9.49% 0 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 1,572,088 $78.2M 2.94% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,227,899 $61.1M <0.01% -84,751 13F-HR/A Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,100,484 $54.8M 0.1% +77,045 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,061,645 $52.8M <0.01% -88,949 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 791,635 $39.4M <0.01% -2,040,932 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 693,040 $34.5M 0.93% +170,909 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 624,277 $31.1M 4.63% -70,294 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 622,215 $31M <0.01% +12,270 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 606,729 $30.2M 0.01% +61,337 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 438,700 $21.8M 0.01% 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 371,946 $18.5M <0.01% -100,376 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 367,586 $18.3M <0.01% +338,056 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 362,092 $18M <0.01% -10,736 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 362,805 $17.9M 0.49% +34,755 13F-HR Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 352,374 $17.5M 37.51% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 323,569 $16.1M <0.01% -3,230 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 313,427 $15.6M 0.5% +76,940 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 308,620 $15.4M <0.01% -57,657 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 242,172 $12.1M 0.01% +84,550 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 208,416 $10.4M 0.02% -128,493 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 204,794 $10.2M 4.35% +19,094 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 201,306 $10M <0.01% -129,572 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 190,907 $9.5M -200,410 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 184,603 $9.19M 0.03% -110,210 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 165,400 $8.23M 2.84% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 163,902 $8.15M <0.01% -53,605 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 158,206 $7.87M <0.01% -3,447 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 158,000 $7.86M 2.6% +43,000 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 148,266 $7.38M 1.59% +25,013 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 145,050 $7.22M 4.24% +11,134 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 143,903 $7.16M 2.94% +3,141 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 143,216 $7.13M 0.08% +28,793 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 137,770 $6.86M 1.57% +2,252 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 127,555 $6.35M 0.02% +88,397 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 121,562 $6.05M 2.39% -17,963 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 121,431 $6.04M 0.02% -14 13F-HR Timeline Group Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 120,851 $6.01M 4.74% +25,650 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 112,915 $5.62M 3.28% +6,124 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 109,269 $5.44M 0.15% +80,940 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 100,106 $4.94M <0.01% +3,019 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 91,730 $4.56M 0.07% +16,198 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 90,080 $4.48M 2.95% -11,679 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 89,957 $4.48M 0.01% +5,954 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 87,080 $4.33M 0.07% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 82,104 $4.1M 0.01% +5,328 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 78,418 $3.9M 0.01% -7,248 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 77,550 $3.86M 2.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 70,455 $3.51M 0.23% -9,173 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 67,536 $3.36M 0.21% +3,699 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 66,548 $3.31M 0.12% +731 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 62,797 $3.12M 0.39% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 62,217 $3.1M 0.24% +5,933 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 60,504 $3.01M 1.27% +1,392 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 59,236 $2.95M 0.9% +5,200 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 57,520 $2.92M 0.64% -20,355 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 58,466 $2.91M 0.23% +26 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 57,140 $2.84M 0.02% -193 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 56,578 $2.82M 2.39% 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 54,028 $2.69M <0.01% +32,028 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 52,038 $2.59M 0.75% new 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 51,007 $2.54M 0.26% -5,971 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 50,600 $2.52M <0.01% +46,100 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 49,889 $2.48M 0.84% -43,824 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 49,649 $2.47M 0.01% -17,739 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 49,472 $2.46M <0.01% +16,430 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 47,688 $2.37M <0.01% -8,529 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 47,661 $2.37M <0.01% -461 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 47,010 $2.34M 1.55% +9,584 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 46,969 $2.34M 0.26% -2,300 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 43,659 $2.17M 0.01% -2,706 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 42,336 $2.11M 0.16% +4,007 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 41,984 $2.09M 0.21% +6,785 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 37,021 $1.84M <0.01% -910,693 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 36,811 $1.83M 0.81% +1,453 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 34,504 $1.72M 1.17% -5,103 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 32,362 $1.61M <0.01% +4,420 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 32,070 $1.6M 0.19% -2,003 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 30,961 $1.54M 0.36% -18,079 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 30,201 $1.5M <0.01% new 13F-HR/A Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 28,525 $1.42M 0.31% +2,499 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 28,119 $1.4M 0.73% +10,220 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 27,550 $1.37M 0.02% -5,500 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 27,600 $1.36M 0.07% -5,094 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,286 $1.31M <0.01% -2,397 13F-HR/A Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 25,210 $1.25M 0.74% +134 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,927 $1.24M 0.03% +20,160 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,110 $1.2M 0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 23,469 $1.17M 0.02% +5,500 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,361 $1.16M 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 23,333 $1.16M 0.14% -370 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,888 $1.09M 0.03% +2,600 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 21,799 $1.08M 0.61% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 21,606 $1.07M 0.09% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 20,077 $999K <0.01% +4,506 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 19,582 $974K 0.24% -2,521 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 19,520 $971K <0.01% +72 13F-HR/A Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 19,210 $956K 0.07% -700 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,017 $946K <0.01% +544 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 18,740 $933K 0.04% -200 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 17,889 $890K <0.01% -1,486 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 17,855 $888K 0.3% 13F-HR Timeline Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 15,259 $759K 0.17% -427 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 14,952 $744K 0.04% +9,629 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,702 $732K <0.01% -52,659 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 14,500 $722K 0.06% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,148 $704K 0.04% +461 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 14,122 $703K 0.11% -2,843 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 13,667 $680K 0.13% +5,502 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 13,394 $666K 0.05% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 13,134 $654K 0.04% -1,465 13F-HR Timeline Fifth Third Wealth Advisors LLC in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Wealth Advisors LLC 13,070 $650K 0.04% -300 13F-HR Timeline Group MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 13,007 $647K 1.45% 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 12,566 $625K 0.13% 0 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 12,404 $617K 0.14% +6,413 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,192 $607K <0.01% +2,117 13F-HR/A Timeline Group Old Port Advisors More: the full row for Old Port Advisors 11,981 $596K 0.17% -420 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 11,914 $593K 0.15% -463 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 11,417 $568K 0.47% 13F-HR Timeline United Bank More: the full row for United Bank 11,353 $565K 0.24% -272 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,850 $540K 0.01% -2,371 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,800 $537K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,571 $526K <0.01% -6,706 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,557 $525K <0.01% -981 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 10,552 $525K 0.15% -3,663 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 10,288 $512K 0.44% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 10,180 $507K 0.09% +2,115 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,833 $489K 0.02% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,506 $473K <0.01% +561 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 9,343 $465K 0.21% -401 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 9,196 $458K 0.43% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,190 $457K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,087 $452K 0.01% -156 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,069 $451K 0.01% -440 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 9,013 $449K 0.02% -86 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,968 $446K 0.08% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,692 $433K <0.01% -16,226 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 8,432 $420K <0.01% 0 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,398 $418K <0.01% new 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,017 $398K <0.01% +1,605 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,477 $390K 0.01% -760 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 7,717 $384K 0.03% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,056 $351K 0.02% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,028 $350K 0.15% +106 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 6,900 $343K 0.11% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 6,766 $337K 0.03% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,344 $316K 0.13% -692 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,291 $313K <0.01% -1,368 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 6,282 $313K 0.19% -71 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 6,179 $307K 0.13% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,044 $301K 0.03% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,008 $299K <0.01% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,975 $297K 0.04% -507 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,845 $291K 0.01% new 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,493 $290K 0.13% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,708 $284K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,640 $281K <0.01% +718 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. 5,586 $278K <0.01% new 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,536 $275K 0.04% +149 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,448 $271K 0.01% -950 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 5,110 $259K 0.02% -247 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,195 $259K 0.16% -936 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,130 $255K 0.03% +202 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 5,086 $253K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,063 $252K <0.01% -5,535 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,973 $247K <0.01% -560 13F-HR Timeline Group Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 4,623 $230K 0.06% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,444 $225K <0.01% +219 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,508 $224K 0.02% -654 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 4,493 $224K 0.08% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,470 $222K 0.02% -1,930 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,419 $220K <0.01% +3,411 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 4,391 $219K 0.04% +23 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,370 $217K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,325 $215K 0.12% new 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/ 4,230 $210K <0.01% -1,410 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,199 $209K <0.01% +11 13F-HR Timeline Group CALTON & ASSOCIATES, INC. 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