NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,800,351 $1.03B 0.14% +1,040,155 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,281,820 $394M 2.66% -77,942 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,874,011 $364M 0.1% +214,054 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,112,071 $158M 2.26% -28,723 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,862,499 $139M 7.49% +275 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,725,000 $129M 0.01% new 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 1,606,000 $120M 11.32% 0 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 1,572,088 $117M 8.51% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,069,587 $79.9M <0.01% +12,201 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,062,355 $79.3M <0.01% +56 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/ 1,031,629 $77M 0.01% +227,633 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 731,730 $54.6M 1.09% -138,507 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 716,030 $53.5M 1.16% +54,612 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 706,707 $51.6M 0.04% -1,784,979 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 614,397 $45.9M <0.01% +92,968 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 530,949 $39.6M 0.04% +496,895 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 520,182 $38.8M 7.71% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 491,951 $36.7M 0.01% +47,298 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 537,073 $33.4M 0.01% +15,269 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 418,185 $30.6M <0.01% -143,933 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 395,365 $29.5M 0.01% -23,324 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 373,233 $27.9M 0.01% +81,989 13F-HR/A Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 357,075 $26.7M 0.01% +140,925 13F-HR Timeline Group CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 352,374 $26.3M 65.33% 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 327,228 $24.4M <0.01% -8,190 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 308,137 $23M 0.37% -19,610 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 281,874 $21M 0.02% +213,197 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 259,979 $19.4M <0.01% +82,234 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 251,841 $18.8M 5.44% -3,678 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 243,881 $18.2M <0.01% +82,416 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 204,065 $15.2M 0.01% +89,152 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 203,246 $15.2M 8.23% -5,798 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 196,358 $14.7M 0.02% -263,467 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 182,336 $13.6M 0.02% +12,202 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 173,979 $13M 0.02% +6,523 13F-HR Timeline Group PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 160,185 $12M 5.49% -311 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 157,460 $11.8M 1.16% -3,368 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 154,272 $11.5M 1.53% +16,485 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 150,046 $11.2M 2.87% -29,603 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 145,578 $10.9M 0.38% +121,100 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 139,713 $10.4M 1.84% -2,957 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 127,247 $9.5M <0.01% +13,671 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 124,282 $9.28M <0.01% -18,088 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 123,251 $9.2M 0.03% 0 13F-HR/A Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 115,405 $8.62M 0.01% +67,584 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 112,327 $8.39M 4.32% -11,008 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 105,657 $7.89M 0.15% -171 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 103,101 $7.7M 0.01% +35,451 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 101,963 $7.61M 0.09% -470 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 96,490 $7.2M 0.01% -2,017 13F-HR Timeline Group Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 90,132 $6.73M 2.81% +1,515 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 84,023 $6.27M 0.01% -976 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 83,296 $6.22M 0.01% +9,262 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 80,504 $6.01M 0.18% +80,285 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 79,122 $5.91M 2.83% -9,174 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 77,550 $5.79M 2.31% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 72,671 $5.43M 0.07% -8,194 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 71,764 $5.36M 0.12% -241 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 70,534 $5.27M 0.59% +2,052 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 67,631 $5.05M 1.7% +131 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 64,707 $4.83M 0.03% +3,315 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 62,504 $4.67M 0.46% +7,163 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 59,189 $4.42M 0.27% new 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 58,903 $4.4M 3.09% -63 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 58,009 $4.33M 0.05% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 57,000 $4.26M <0.01% new 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 55,135 $4.11M 0.3% -5,383 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 54,900 $4.1M 0.04% -1,500 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 54,824 $4.09M <0.01% -8,955 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 51,747 $3.86M 0.22% +882 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 51,747 $3.86M 0.02% +882 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 50,305 $3.76M 0.01% +11,926 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 49,792 $3.72M 0.01% +8,445 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 49,075 $3.66M 0.93% +6,500 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 49,046 $3.66M 3.22% -1,323 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 45,494 $3.4M 0.2% -2,791 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 45,421 $3.39M 0.31% +1,025 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 44,967 $3.36M 0.16% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 42,886 $3.19M 0.03% +29,381 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 40,232 $3M 1.17% -590 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 40,018 $2.99M 0.07% +28,346 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 38,681 $2.89M 0.77% +2,847 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 38,106 $2.85M <0.01% -6,323 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 36,417 $2.72M 0.48% +829 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,757 $2.67M <0.01% +13,431 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 34,696 $2.59M 0.02% +26,194 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 32,955 $2.46M 2.72% +3,041 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 32,122 $2.4M 0.33% +20,809 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 30,581 $2.28M <0.01% -6,100 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 29,825 $2.23M 0.64% -5,220 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 28,773 $2.15M 0.4% +1,656 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 28,395 $2.12M +15,325 Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 28,095 $2.1M 0.19% -1,263 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,845 $2.08M 0.01% +4,463 13F-HR/A Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 26,559 $1.99M 0.24% -2,909 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 26,385 $1.97M 0.07% +920 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25,953 $1.94M <0.01% +114 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 25,717 $1.92M 0.12% +2,576 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 25,588 $1.91M 0.81% -7,976 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 25,527 $1.91M 0.9% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,010 $1.87M 0.03% +17 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 23,456 $1.75M 0.17% -292 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,363 $1.74M 0.03% -1,656 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 22,965 $1.71M <0.01% +2,136 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 22,953 $1.71M 0.22% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 22,780 $1.7M 0.01% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 22,714 $1.7M 0.15% -4,320 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,301 $1.67M 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 22,129 $1.65M 0.15% -502 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 20,587 $1.54M 0.05% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 19,932 $1.49M 0.28% -2,068 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 19,594 $1.46M 0.89% -30 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,066 $1.42M 0.01% +5,216 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,996 $1.42M <0.01% -21 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 18,235 $1.36M 0.1% -50 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,800 $1.25M <0.01% +8,000 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,450 $1.23M 0.06% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 16,328 $1.22M 0.25% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,278 $1.22M <0.01% new 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 15,843 $1.18M 0.23% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 15,730 $1.17M 0.43% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,675 $1.17M 0.01% +10,484 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 15,209 $1.14M 0.06% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,063 $1.12M <0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,732 $1.1M <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,578 $1.09M 0.01% +10,978 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 14,510 $1.08M 0.23% +882 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 14,500 $1.08M 0.09% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,374 $1.07M 0.01% -376 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,367 $1.07M <0.01% -1,552 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 14,302 $1.07M 0.18% +1,499 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,940 $966K 0.01% +7,340 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,837 $959K <0.01% +4,089 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,523 $935K 0.03% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,291 $918K <0.01% +5,322 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,093 $903K 0.01% +961 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 12,062 $901K 0.43% +55 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 11,993 $896K 0.61% +995 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 11,857 $885K 0.04% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,457 $856K 0.01% +2,248 13F-HR Timeline Group Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 11,329 $846K 0.32% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 11,309 $844K 0.55% -292 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 11,117 $830K 0.61% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,057 $826K <0.01% -13,914 13F-HR Timeline Group United Bank More: the full row for United Bank 10,805 $807K 0.27% +137 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,800 $806K 0.02% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 10,520 $786K 0.68% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,516 $785K 0.05% -2,878 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,412 $777K <0.01% -1,944 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,402 $777K <0.01% +5,905 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,050 $750K <0.01% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,610 $718K 0.01% +2,774 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 9,445 $705K 0.16% -22 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,279 $693K 0.16% -1,569 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 9,001 $672K 0.07% +3,085 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,962 $669K 0.1% -929 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 8,919 $666K 0.14% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,918 $666K <0.01% +4,882 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 8,473 $633K 0.25% -216 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 8,431 $630K 0.08% 0 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 8,303 $620K 0.14% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 8,266 $617K <0.01% +1,716 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/ 8,210 $613K <0.01% -819 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 8,182 $611K 0.25% +2,293 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,140 $608K 0.07% +1,121 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,104 $605K <0.01% +3,173 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,043 $601K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,993 $597K <0.01% +690 13F-HR Timeline Group Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 7,798 $581K 0.51% -108 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 7,350 $549K 0.37% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,195 $538K 0.04% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,077 $529K <0.01% -14,237 13F-HR Timeline McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 6,739 $492K 0.33% +2,292 13F-HR/A Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,553 $489K <0.01% +80 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,445 $481K 0.1% -69 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,348 $474K <0.01% 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,257 $467K 0.05% new 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 6,251 $467K 0.44% -2 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 5,861 $438K 0.39% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5,836 $436K 0.05% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,909 $432K <0.01% -3,028 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,708 $426K <0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,506 $411K 0.02% -2,000 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,493 $410K 0.17% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,406 $404K <0.01% +995 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 5,311 $397K 0.05% -7,236 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,128 $383K 0.01% +1,428 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,114 $382K <0.01% -1,291 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,010 $374K 0.13% +645 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,790 $358K 0.05% +36 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,713 $352K 0.03% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,447 $332K 0.05% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,446 $332K 0.01% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,426 $330K <0.01% -3,243 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,418 $330K 0.01% +383 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,248 $317K 0.18% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,089 $305K 0.03% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,025 $301K <0.01% 0 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,000 $299K 0.13% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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