NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,021,219 $771M 0.1% -377,954 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,066,988 $300M 2.17% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,646,650 $275M 0.08% +4,464,453 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,049,457 $121M 1.93% +96,855 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,799,606 $107M 6.03% +108,646 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 1,606,000 $95.1M 9.77% 0 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 1,572,088 $93.1M 5.19% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,061,645 $62.9M <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,061,508 $62.9M <0.01% -95,919 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 973,346 $57.6M <0.01% +6,725 13F-HR/A Timeline Group NEPC LLC More: the full row for NEPC LLC 730,890 $43.3M 1.14% -130,243 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 603,873 $35.8M <0.01% +232,983 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 553,766 $32.8M 0.8% +125,052 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 547,178 $32.4M <0.01% -16,065 13F-HR/A Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 501,314 $29.7M 0.01% +15,665 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 438,174 $25.9M 0.01% +10,912 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 422,658 $25M 0.01% -45,468 13F-HR Timeline Group CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 352,374 $20.9M 60.42% 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 344,175 $20.4M <0.01% -3,696 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 327,747 $19.4M 0.36% +17,757 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 310,121 $18.4M <0.01% +41,817 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 300,184 $17.8M 2.08% -62,098 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 268,220 $15.9M <0.01% -18,273 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 242,719 $14.4M 4.76% +15,615 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 218,747 $13M 0.01% -58,250 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 206,822 $12.2M 4.56% +3,027 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 177,619 $10.5M 3.15% +4,992 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 164,806 $9.76M 0.02% +4,546 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 160,903 $9.53M 1.3% -6,843 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 158,360 $9.38M 4.42% +4,507 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 151,902 $8.99M <0.01% -8,724 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 139,893 $8.28M 1.65% +1,842 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 131,002 $7.76M <0.01% +14,904 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 126,685 $7.5M 1.19% +9,217 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 117,548 $6.96M <0.01% -41,761 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 111,919 $6.63M <0.01% -8,397 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 111,510 $6.6M 3.68% +5,897 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 108,845 $6.44M 0.08% -557 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 101,560 $6.01M 0.13% +6,586 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 97,652 $5.78M 0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 92,159 $5.46M 0.01% +16,720 13F-HR Timeline Group STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 89,574 $5.3M 2.63% -33,888 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 84,105 $4.98M 2.61% +3,551 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 82,159 $4.86M 0.01% -1,237 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 80,567 $4.77M 0.07% +2,972 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 78,421 $4.64M 0.01% -3,848 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 77,550 $4.59M 2.09% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 73,605 $4.36M 0.01% -2,398 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 72,230 $4.28M 0.5% -16,008 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 70,589 $4.18M 0.28% +741 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 69,941 $4.14M 0.01% -6,874 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,307 $4.04M <0.01% +3,328 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 67,407 $3.99M <0.01% +61,890 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 67,176 $3.98M 0.48% -205 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 60,107 $3.56M 0.02% +905 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 58,988 $3.49M 2.63% +1,051 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 58,630 $3.47M 1.26% +617 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,567 $3.11M <0.01% +50 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 49,297 $2.92M <0.01% +10,186 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 48,813 $2.89M 0.28% +2,005 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 48,674 $2.88M <0.01% +5,383 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 47,959 $2.84M 0.18% -179 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 47,200 $2.79M 0.03% -2,200 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 45,479 $2.69M 0.25% -257 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 44,956 $2.66M 0.16% +4,471 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 44,800 $2.65M 0.71% -1,400 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 43,931 $2.6M <0.01% -1,226 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 39,170 $2.32M 0.21% -1,850 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 38,251 $2.26M 0.01% +5,779 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 37,091 $2.2M 0.01% +3,669 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 35,850 $2.12M 0.84% -733 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 35,329 $2.09M 0.64% -1,247 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 34,923 $2.07M 1.01% +1,710 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 34,249 $2.03M 0.39% +874 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 29,378 $1.74M 0.24% +579 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 28,773 $1.7M 0.81% +97 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 28,698 $1.7M 0.33% +644 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 27,300 $1.62M <0.01% new 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 26,719 $1.58M 0.16% -670 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 26,359 $1.56M <0.01% 0 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 25,400 $1.5M <0.01% +21,000 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 25,038 $1.48M 0.03% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,374 $1.38M 0.01% -1,645 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,926 $1.36M <0.01% -390 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 22,803 $1.35M 0.13% -221 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 22,780 $1.35M 0.01% -1,330 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 22,568 $1.34M <0.01% +1,721 13F-HR Timeline Group FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 21,799 $1.29M 0.55% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,103 $1.25M 0.03% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,232 $1.2M 0.3% +971 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 19,825 $1.17M 0.84% -514 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,261 $1.14M <0.01% -5,903 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,017 $1.13M <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 18,462 $1.09M <0.01% +46 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 18,440 $1.09M 0.04% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 18,310 $1.08M 0.08% -50 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 17,892 $1.06M 0.23% +690 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,290 $1.02M 0.01% -5,800 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,450 $974K 0.04% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 16,298 $965K 0.03% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,102 $894K 0.01% +50 13F-HR/A Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 14,500 $859K 0.07% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 13,394 $793K 0.05% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 13,264 $785K 0.47% -3,569 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 $774K 0.03% 0 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 12,920 $765K 0.16% +512 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,874 $758K <0.01% +2,904 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 12,373 $733K 0.02% +12,332 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 12,340 $731K 0.11% new 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 11,774 $697K 0.03% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,620 $688K <0.01% +4,738 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 11,599 $687K 0.49% -45 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 10,873 $644K 0.48% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,851 $642K <0.01% +12 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,800 $639K 0.02% 0 13F-HR/A Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 10,761 $637K 0.1% -100 13F-HR Timeline United Bank More: the full row for United Bank 10,668 $632K 0.22% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,614 $628K 0.16% +424 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 10,309 $610K 0.46% -21 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 9,690 $574K 0.14% -268 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,683 $573K 0.01% +5,959 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,279 $549K <0.01% -406 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,229 $546K 0.02% new 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 9,001 $533K 0.06% +2,737 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,069 $528K 0.01% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 8,902 $527K 0.2% -143 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,613 $510K <0.01% -2,944 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/ 8,534 $505K <0.01% -275 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 8,431 $499K 0.07% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,039 $476K 0.01% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,671 $454K 0.01% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,669 $454K <0.01% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,506 $444K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,493 $444K <0.01% +1,561 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,320 $433K <0.01% +17 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 6,900 $409K 0.11% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,835 $405K 0.01% +447 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 6,766 $401K 0.03% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,715 $398K <0.01% +1,151 13F-HR/A Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,595 $390K 0.07% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,473 $383K <0.01% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 6,033 $357K 0.14% +125 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,007 $356K <0.01% +1,056 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,708 $338K <0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,577 $330K 0.01% new 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,493 $325K 0.14% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,416 $321K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,218 $309K <0.01% +643 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,177 $307K 0.04% +46 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,117 $303K <0.01% +1,110 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 5,086 $301K 0.01% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,007 $296K 0.03% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,470 $265K 0.02% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,421 $262K <0.01% +49 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,392 $261K 0.01% -1,908 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,403 $261K 0.04% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,370 $259K <0.01% 0 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,330 $256K 0.14% -488 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,174 $247K 0.02% -86 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,058 $241K <0.01% +318 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 4,062 $241K <0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,988 $236K <0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,951 $234K <0.01% -117,480 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,891 $230K 0.03% -110 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,857 $228K 0.03% -43 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,817 $226K <0.01% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,769 $223K <0.01% -230 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,700 $219K 0.01% -400 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,650 $216K <0.01% -991 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,636 $215K 0.01% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,390 $201K 0.09% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,613 $155K <0.01% 0 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,502 $148K 0.03% -260 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,451 $145K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,356 $139K 0.05% +17 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,070 $123K <0.01% -81 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,960 $116K 0.06% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,745 $103K 0.01% -70 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,597 $94.5K 0.02% -11 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,339 $79.4K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,327 $78.6K <0.01% -480 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,225 $72.5K <0.01% -19 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,100 $65.1K 0.04% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 864 $51K <0.01% +504 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 838 $49.6K <0.01% 0 13F-HR Timeline 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 750 $44.4K <0.01% -25 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 750 $44.4K <0.01% 0 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 750 $44.4K 0.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 485 $28.7K <0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 493 $28.4K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 475 $28.1K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 451 $26.7K <0.01% +120 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 428 $25.3K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 402 $23.8K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 355 $21K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 289 $17.1K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 270 $16K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 220 $13K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 214 $12.7K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 206 $12.2K <0.01% 0 13F-HR Timeline