NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 76,418,004 $3.77B 0.44% -459,894 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,103,843 $252M 0.96% +4,915,504 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,752,993 $185M 1.96% +328,085 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 3,408,196 $168M 15.44% -616,171 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,950,953 $96.1M 0.01% -18,373 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,272,602 $62.7M 3.27% -42,524 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,155,512 $56.9M 5.01% -51,286 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,125,256 $55.5M 2.82% +58,126 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,048,389 $51.7M 9.35% +72,750 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 941,050 $46.4M 3.07% +14,343 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 889,596 $43.8M 0.05% -251,704 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 883,841 $43.6M 3.9% +43,198 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 715,798 $35.3M 0.01% +61,066 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 626,000 $30.8M 6.45% +29,093 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 507,801 $25M 0.32% -4,324 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 503,100 $24.8M 1.06% -9,229 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 497,600 $24.5M 9.85% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 497,060 $24.5M 0.44% +16,505 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 485,384 $23.9M -80,311 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 433,867 $21.4M <0.01% +9,375 13F-HR Timeline Group Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 400,097 $19.7M 4.33% -7,767 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 387,547 $19.3M 2.25% -5,311 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 348,035 $17.2M 4% +4,028 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 330,316 $16.3M 3.4% +50,086 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 307,033 $15.1M <0.01% +514 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 236,853 $11.7M 1.49% +3,973 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 226,253 $11.1M -24,288 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 210,557 $10.4M <0.01% -85,657 13F-HR Timeline Group United Bank More: the full row for United Bank 210,191 $10.4M 3.15% -1,086 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 199,934 $9.85M 0.01% -184,538 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 194,758 $9.6M 0.01% +1,296 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 192,311 $9.48M 0.76% -3,101 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 190,180 $9.37M 0.01% +5,965 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 187,506 $9.24M 2.34% -1,642 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 186,374 $9.19M <0.01% -3,615 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 179,898 $8.86M 1.21% -11,036 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 177,387 $8.74M 0.26% +2,921 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 176,017 $8.67M 2.87% +27,105 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 171,078 $8.43M 0.99% +2,838 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 167,566 $8.26M 0.82% +4,701 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 153,255 $7.51M 2.54% +14,821 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 151,996 $7.49M 0.98% -5,655 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 150,900 $7.44M 1.23% +9,559 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 148,285 $7.31M 3.04% +11,255 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 147,066 $7.25M 0.59% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 140,849 $6.94M 0.01% +26,429 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 140,613 $6.93M 1.59% +11,377 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 137,370 $6.77M 0.83% +107 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 131,917 $6.5M 1.34% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 130,526 $6.43M 0.32% -68,473 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 127,510 $6.28M 0.03% -116 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 125,282 $6.17M <0.01% +8,183 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 116,916 $5.95M 1.26% +1,898 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. 115,657 $5.7M <0.01% new 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 115,000 $5.67M 0.05% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 113,094 $5.57M 0.07% +107,817 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 110,010 $5.42M 1.1% +878 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 107,803 $5.31M <0.01% +43,324 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 97,695 $4.81M 0.43% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 94,420 $4.65M 2.11% +17,885 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 87,458 $4.31M 0.18% -28,854 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 83,867 $4.13M 0.01% +1,192 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 78,719 $4.12M 1.12% +9,943 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 80,584 $3.97M <0.01% -326 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 79,453 $3.92M 0.04% -6,782 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 75,223 $3.71M 0.43% +4,859 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 72,027 $3.55M 1.66% -2,043 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 71,979 $3.55M <0.01% +33,839 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 68,925 $3.4M 0.09% -49,539 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 66,269 $3.27M 0.03% +2,202 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 65,808 $3.24M <0.01% -2,811 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 65,579 $3.22M <0.01% +24,935 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 65,355 $3.22M <0.01% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 63,240 $3.12M 0.09% -3,295 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 61,217 $3.02M 0.12% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 56,727 $2.8M 0.06% +401 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 54,589 $2.69M 1.94% +4,474 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 53,169 $2.62M 1.91% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 52,035 $2.56M 1.12% +611 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 51,320 $2.53M 0.23% -1,928 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 47,337 $2.49M 0.92% +6,749 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 50,092 $2.47M <0.01% +45,285 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 48,895 $2.41M <0.01% new 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 48,860 $2.41M 0.15% +429 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,479 $2.39M 0.01% +1,488 13F-HR/A Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 47,369 $2.33M 0.33% +25,088 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 47,264 $2.33M 0.04% -952 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 46,719 $2.3M <0.01% +32,342 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 46,700 $2.3M 0.88% -1,280 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 45,404 $2.24M <0.01% +3,087 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 43,395 $2.14M 0.06% -1,761 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 42,466 $2.09M 0.67% +40,709 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 40,837 $2.01M 0.14% +10,600 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 40,828 $2.01M 0.04% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 39,873 $1.96M 0.01% +16,859 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 39,626 $1.95M 0.58% +52 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,967 $1.92M <0.01% -73 13F-HR/A Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 35,629 $1.76M 0.33% -2,095 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 34,906 $1.72M 0.07% -1,538 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 34,717 $1.71M 0.02% +176 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 33,959 $1.67M 0.95% +5,146 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 33,943 $1.67M <0.01% +6,940 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 32,718 $1.61M 0.08% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,368 $1.6M <0.01% +10,533 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 32,259 $1.59M 0.18% +243 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 30,650 $1.51M 0.1% +242 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 29,023 $1.44M 0.05% -6,454 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28,908 $1.43M <0.01% +9,968 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 28,874 $1.42M <0.01% +19,839 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 28,349 $1.4M 0.14% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 28,229 $1.39M 0.55% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 27,622 $1.36M 0.11% +64 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 26,603 $1.31M 0.22% +3,478 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 24,849 $1.22M <0.01% +1,829 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 24,344 $1.2M <0.01% -2,565 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 23,456 $1.16M <0.01% 0 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 23,446 $1.16M 0.2% -1,554 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,832 $1.03M <0.01% -1,941 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,639 $1.02M 0.15% +71 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,365 $1M 0.01% +304 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,872 $996K <0.01% -6,330 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 19,818 $977K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 19,787 $975K <0.01% -311 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 19,772 $974K 0.4% +15 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 19,647 $968K <0.01% +1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 18,745 $924K 0.03% -798 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,584 $916K <0.01% new 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 18,264 $900K 0.26% -137 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 18,245 $899K 0.06% -4,958 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 17,870 $881K 0.43% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 17,788 $877K 0.19% -1,526 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 17,510 $863K 0.02% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 17,298 $852K 0.07% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 17,167 $846K -4,659 Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 16,413 $809K 0.04% +11,749 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,904 $784K 0.01% -96 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 15,869 $782K 0.01% -4,146 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 15,800 $779K 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,702 $774K <0.01% -23,537 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,494 $764K 0.01% +456 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 15,086 $743K <0.01% +14,107 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 15,068 $743K 0.07% +50 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 14,861 $732K 0.04% +4,980 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,636 $721K 0.01% -18 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 13,953 $688K 0.1% -1,171 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 13,565 $668K 0.23% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,354 $668K 0.01% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 13,543 $667K 0.6% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,086 $645K 0.02% -542 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 12,948 $638K 0.02% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,901 $636K 0.01% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,691 $625K <0.01% -831 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,453 $614K <0.01% +3,049 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 12,221 $602K 0.32% -1,800 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 12,114 $597K 0.39% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,238 $554K 0.17% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 11,200 $552K 0.06% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,078 $546K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,383 $545K 0.01% +481 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 10,855 $535K 0.12% -62 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,566 $521K 0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 10,491 $517K 0.13% -425 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,442 $515K 0.01% -271 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 10,300 $508K <0.01% 0 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 8,623 $486K 0.03% +5,812 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,849 $485K 0.05% +1,910 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 9,688 $477K 0.05% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,645 $475K <0.01% +18 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 9,438 $465K 0.31% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,169 $452K <0.01% -1,231 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,158 $450K 0.01% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,953 $441K 0.16% +214 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 8,744 $431K <0.01% +4,180 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,594 $424K <0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,467 $417K 0.02% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,440 $416K <0.01% -384 13F-HR Timeline Group Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 8,421 $415K 0.06% +2,064 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 8,373 $413K 0.06% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,125 $400K 0.04% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,030 $396K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,010 $395K 0.02% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,932 $391K 0.01% -2,447 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,916 $390K 0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 7,885 $389K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,822 $385K 0.07% -4,057 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,703 $380K 0.01% +600 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,692 $379K <0.01% +84 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,596 $374K <0.01% -34,545 13F-HR Timeline Group Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 7,576 $373K 0.23% -592 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 7,560 $373K 0.03% -750 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,229 $356K 0.07% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,200 $355K 0.02% -2,500 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,111 $350K 0.01% -68 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,013 $346K 0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,834 $337K <0.01% -1,825 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,821 $336K <0.01% new 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 6,776 $334K 0.05% +925 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,682 $329K 0.21% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,642 $327K 0.02% +867 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 6,620 $326K 0.03% +46 13F-HR Timeline