NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,399,173 $727M 0.1% -491,423 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,952,602 $106M 1.86% +53,241 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,690,960 $91.7M 5.45% +1,540,847 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 1,606,000 $87.1M 9.65% 0 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 1,572,088 $85.3M 4.51% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,157,427 $62.8M <0.01% -273,623 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,061,645 $57.6M <0.01% 0 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/ 966,621 $52.4M <0.01% +284,392 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 861,133 $46.7M 1.18% +130,243 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 563,243 $30.6M <0.01% -15,207 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 485,649 $26.3M 0.01% -3,337 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 468,126 $25.4M 0.01% +8,393 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 428,714 $23.3M 0.61% +42,529 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 427,262 $23.2M <0.01% +21,177 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 423,429 $23M 0.04% -434,298 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 370,890 $20.1M <0.01% -12,525 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 362,282 $19.7M 2.45% -70,035 13F-HR/A Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 352,374 $19.1M 57.28% 0 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 347,871 $18.9M <0.01% -6,777 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 309,990 $16.8M 0.37% 0 13F-HR/A 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 286,493 $15.5M <0.01% -18,374 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 276,997 $15M 0.01% +65,100 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 268,304 $14.6M <0.01% -6,150 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 227,104 $12.3M 4.57% +9,398 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 203,795 $11.1M 4.37% +33,230 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 182,197 $9.88M <0.01% +815 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 172,627 $9.36M 3.11% +15,002 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 167,746 $9.1M 1.38% +20,016 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 160,626 $8.71M <0.01% -42,311 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 160,260 $8.69M 0.02% -5,971 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 159,309 $8.64M <0.01% -10,583 13F-HR Timeline Group PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 153,853 $8.34M 4.42% +10,121 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 138,051 $7.49M 1.59% +3,285 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 123,462 $6.7M 3.49% +6,023 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 121,431 $6.59M 0.02% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 120,316 $6.53M <0.01% -31,188 13F-HR/A Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 117,468 $6.45M 1.17% +15,842 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 116,098 $6.3M <0.01% +80,526 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 109,402 $5.93M 0.08% +20,770 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 105,613 $5.73M 3.34% +8,092 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 94,974 $5.15M 0.12% +11,319 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 88,238 $4.79M 0.59% +1,307 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 86,380 $4.68M 0.17% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 83,396 $4.52M 0.01% -39,022 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 82,269 $4.46M 0.01% -5,768 13F-HR Timeline Group Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 80,554 $4.37M 2.89% +14,335 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 77,595 $4.21M 0.1% +8,911 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 77,550 $4.21M 1.97% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 76,815 $4.17M 0.01% +1,785 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 76,003 $4.12M 0.01% +339 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 75,439 $4.09M 0.01% +43,027 13F-HR/A Timeline Group Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 70,000 $3.8M 1.24% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 69,848 $3.79M 0.27% +11,471 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 67,381 $3.65M 0.48% -16,140 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 64,979 $3.52M 0.01% +2,834 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 59,202 $3.21M 0.02% +1,462 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 58,013 $3.15M 1.23% +2,402 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 57,937 $3.14M 2.51% +1,211 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,517 $2.85M <0.01% +1,503 13F-HR Timeline Group DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 49,400 $2.68M 0.03% +19,950 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 48,138 $2.61M 0.2% -913 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 46,808 $2.54M 0.25% +1,628 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 46,200 $2.51M 0.71% -4,665 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 45,736 $2.48M 0.24% +5,874 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,157 $2.45M <0.01% -8,079 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 43,291 $2.35M <0.01% -45,465 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 41,020 $2.23M 0.22% -670 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 40,485 $2.2M 0.14% new 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 39,540 $2.14M <0.01% -60,566 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 39,111 $2.12M <0.01% +30,679 13F-HR Timeline Group Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 36,583 $1.98M 0.84% -392 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 36,576 $1.98M 0.64% -6,543 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 33,422 $1.81M <0.01% -9,478 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 33,375 $1.81M 0.39% -294 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 33,213 $1.8M 0.98% -568 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 33,051 $1.79M 0.08% +4,952 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 32,472 $1.76M 0.01% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 28,799 $1.56M 0.23% +13,774 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 28,676 $1.56M 0.8% +1,001 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 28,054 $1.52M 0.32% -390 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 27,389 $1.49M 0.16% -2,131 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 26,359 $1.43M <0.01% +224 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,164 $1.41M <0.01% -548 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 25,038 $1.36M 0.03% +14,391 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,019 $1.36M 0.01% -3,156 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,110 $1.31M 0.01% 0 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,316 $1.26M <0.01% +1,729 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 23,090 $1.25M 0.02% -379 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 23,024 $1.25M 0.13% -585 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 21,799 $1.18M 0.56% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,103 $1.14M 0.03% +215 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 20,847 $1.13M <0.01% +4,610 13F-HR Timeline Group Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 20,339 $1.1M 0.94% -8,134 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,131 $1.09M <0.01% -422 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 19,954 $1.08M 0.17% +3,156 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 19,261 $1.04M 0.29% -327 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,017 $1.03M <0.01% 0 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 18,440 $1M 0.04% -125 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 18,416 $999K <0.01% -24 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 18,360 $996K 0.07% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 17,202 $933K 0.22% -1,910 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 16,833 $913K 0.6% -14,006 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 16,052 $881K 0.06% -7,241 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,052 $816K 0.01% new 13F-HR/A Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 14,500 $786K 0.06% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 13,394 $726K 0.05% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,095 $710K 0.04% -1,303 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 $709K 0.03% 0 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 12,408 $673K 0.16% -115 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 11,774 $639K 0.03% -1,360 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 11,644 $632K 0.48% +842 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,557 $627K <0.01% -264 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 10,873 $590K 0.45% +585 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 10,861 $589K 0.1% +57 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,839 $588K <0.01% -11 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,800 $586K 0.01% 0 13F-HR Timeline United Bank More: the full row for United Bank 10,668 $579K 0.22% -72 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 10,330 $560K 0.45% +311 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,190 $553K 0.15% -2,229 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,970 $541K <0.01% -3,762 13F-HR/A Timeline Group Old Port Advisors More: the full row for Old Port Advisors 9,958 $540K 0.15% -1,541 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,685 $525K <0.01% +210 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,069 $503K 0.01% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 9,045 $491K 0.19% -157 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/ 8,809 $477K <0.01% +15 13F-HR/A Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 8,431 $457K 0.07% -4,405 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,039 $436K 0.01% -1,112 13F-HR Timeline Group Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 6,264 $427K 0.05% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,671 $416K 0.01% -2,119 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,506 $407K 0.02% +450 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,303 $396K <0.01% +2,884 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 6,900 $374K 0.11% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,882 $373K <0.01% +1,716 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 6,766 $367K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,300 $357K 0.01% -631 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,473 $351K <0.01% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,388 $347K 0.01% +215 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,372 $346K 0.02% -388 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,932 $322K <0.01% -195 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,908 $320K 0.13% -1,120 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 5,894 $320K 0.11% -443 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,708 $310K <0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,564 $302K <0.01% -194 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,517 $299K <0.01% +718 13F-HR Timeline Group TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,493 $298K 0.13% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,131 $284K 0.05% -51 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 5,086 $276K 0.01% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,986 $270K <0.01% -100 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,951 $269K <0.01% 0 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,818 $261K 0.16% -635 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,691 $254K <0.01% -34 13F-HR/A Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,641 $252K <0.01% -422 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,575 $248K <0.01% +246 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,470 $242K 0.02% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,403 $239K 0.04% +12 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,400 $239K <0.01% -31,800 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,372 $237K <0.01% -2,778 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,370 $237K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,260 $231K 0.02% -68 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,100 $222K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,007 $217K <0.01% -1,067 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,001 $217K 0.03% -1,388 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,999 $217K <0.01% -35 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,988 $216K <0.01% +38 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,900 $212K 0.04% -178 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,817 $207K <0.01% -4,873 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,740 $203K <0.01% +377 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,724 $202K <0.01% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,762 $150K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,613 $142K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 2,451 $133K 0.01% -1,150 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,339 $128K 0.05% -416 13F-HR Timeline Geneos Wealth Management Inc. 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