HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 704,188 $58.3M 0.03% -4,484 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 695,313 $57.6M 0.49% +76,816 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 686,408 $56.9M 0.68% -24,860 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 685,262 $56.8M 0.02% 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 681,163 $56.4M 0.34% +73,702 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 677,057 $56.1M 0.37% +624,734 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 668,096 $55.3M 3.78% +11,969 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 652,670 $54.1M 5.08% +11,068 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 648,044 $53.7M 2.34% -16,775 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 632,371 $52.4M 12.04% +2,394 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 622,153 $51.5M 0.77% +28,576 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 621,616 $51.5M 4.36% -32,752 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 618,849 $51.3M +65,598 Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 614,356 $50.9M 3.08% +86,546 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 609,470 $50.5M -221,300 Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 607,891 $50.4M 3.57% +28,453 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 607,548 $50.3M 8.26% -60,552 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 607,246 $50.3M 0.48% +5,570 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 606,526 $50.2M 1.93% -5,595 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 603,991 $50M 5.5% -196,461 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 602,817 $49.9M 0.64% +46,985 13F-HR Timeline Santa Clara Valley Transportation Autho… More: the full row for Santa Clara Valley Transportation Authority 601,823 $49.9M 38.61% -29,320 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 598,801 $49.6M 0.66% -5,172 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 597,473 $49.5M 3.83% -3,201 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 597,322 $49.5M 3.4% +2,778 13F-HR Timeline Group MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 590,622 $48.9M 5.14% -101,501 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 587,400 $48.7M 0.07% new 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 576,229 $47.7M 2.37% +44,737 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 575,932 $47.7M 4.52% +3,045 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 575,012 $47.6M 4.82% +27,072 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 574,093 $47.6M +304,151 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 573,155 $47.5M 0.6% +46,009 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 572,516 $47.4M 0.56% -35,488 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 918,763 $46.4M 3.07% +44,785 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 557,128 $46.2M 10.23% -72,204 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 546,575 $45.3M 0.51% +271,462 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 546,559 $45.3M 1.66% +468 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 541,778 $44.9M 3.65% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 532,958 $44.2M 1.64% +109,164 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 532,907 $44.1M 0.68% +88,511 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 522,313 $43.3M 0.15% -28,716 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 522,300 $43.3M 0.1% +52,800 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 520,057 $43.1M 2.14% -36,434 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 519,774 $43.1M 2.59% -176,862 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 519,675 $43M 3.07% +6,897 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 536,810 $42.9M 5% +9,224 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 505,010 $41.8M +296,127 Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 504,998 $41.8M 0.55% -79,265 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 503,352 $41.7M 0.19% -263,457 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 501,018 $41.5M 1.77% +16,929 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 498,867 $41.3M 0.63% 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 485,371 $40.2M 8.89% -22,380 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 483,761 $40.1M 0.62% -2,355 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 462,841 $38.3M 1.71% +13,430 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 457,278 $37.9M 0.44% +87,457 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 455,410 $37.7M 3.1% -83,459 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 450,516 $37.3M 0.63% -8,859 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 448,951 $37.2M 0.82% +65,884 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 448,605 $37.2M 4.56% +54,501 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 448,500 $37.2M 0.99% -18,190 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 442,712 $36.7M 0.01% -37,453 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 442,044 $36.6M 0.17% +24,134 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 438,836 $36.4M 5.93% +431,945 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 437,488 $36.2M 7.05% -63 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 437,350 $36.2M 2.47% -11,074 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 437,298 $36.2M 1.94% -21,549 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 433,410 $35.9M 2.92% +4,213 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 433,258 $35.9M 0.69% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 432,479 $35.8M 0.55% +9,451 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 431,464 $35.7M 0.02% -43,616 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 423,638 $35.1M 0.3% -33,717 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 416,200 $34.5M 0.38% +16,215 13F-HR Timeline Inherent Management Corp. More: the full row for Inherent Management Corp. 415,605 $34.4M 13.36% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 415,162 $34.4M 1.39% -26,074 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 417,047 $34.2M 4.22% +12,273 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 440,916 $34.1M +149,071 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 409,664 $33.9M 0.04% +201,864 13F-HR Timeline Group CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 409,300 $33.9M 0.15% new 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 405,628 $33.6M 3.01% -35,935 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 404,155 $33.5M 4.25% +3,312 13F-HR/A Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 401,096 $33.2M 2.58% +23,891 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 394,574 $32.7M 1.97% +140,612 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 393,757 $32.6M 0.03% 0 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 393,392 $32.6M +123,030 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 392,048 $32.5M 3.22% +20,360 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 390,938 $32.4M 0.23% +34,786 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 388,037 $32.1M 3.32% -69,934 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 387,908 $32.1M 0.22% +49,240 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 385,186 $31.9M 0.46% -7,427 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 382,246 $31.7M 2.68% +15,203 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 378,265 $31.3M 0.31% -41,733 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 377,183 $31.2M 0.86% -516 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 376,641 $31.2M 0.12% -929 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 374,174 $31M 2.31% +3,742 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 368,546 $30.5M 4.25% +7,148 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 367,358 $30.4M 0.35% +59,698 13F-HR Timeline University of Maryland Foundation, Inc. More: the full row for University of Maryland Foundation, Inc. 365,458 $30.3M 53.99% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 364,138 $30.2M 2.4% -1,248 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 362,890 $30.1M -203,943 Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 362,416 $30M 0.94% -3,066 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 362,314 $30M 2.28% +345,740 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 360,175 $29.8M 1.77% +87,458 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 360,000 $29.8M 0.67% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 358,717 $29.7M 0.49% -72,810 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 357,114 $29.6M 3.5% +45,504 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 352,647 $29.2M 0.13% +40,954 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 352,445 $29.2M 10.05% +181,140 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 350,000 $29M 3.99% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 345,719 $28.6M 3.99% +14,903 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 367,659 $28.6M 3.42% -35,593 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 342,946 $28.4M 0.16% +7,046 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 340,858 $28.2M 5.6% +11,466 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 340,138 $28.2M 6.44% +7,387 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 339,462 $28.1M -15,053 Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 336,746 $27.9M 0.17% +272,370 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 335,568 $27.8M 2.64% -149,664 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 334,388 $27.7M 0.51% -10,430 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 333,962 $27.7M 0.44% +50,093 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 331,336 $27.4M 1.1% -8,191 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 330,176 $27.4M 0.07% -72,287 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 329,203 $27.3M 2.74% -75,603 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 328,065 $27.2M 3.42% -134,910 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 327,116 $27.1M 0.58% +240,888 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 326,523 $27M 0.73% -45,008 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 368,489 $27M 0.45% -49,333 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 324,235 $26.9M 0.02% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 323,600 $26.8M 5.11% -562,146 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 323,600 $26.8M 5.11% 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 321,821 $26.7M 0.14% -41,328 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 320,894 $26.6M 2.35% -779 13F-HR Timeline SWF LLC More: the full row for SWF LLC 319,456 $26.5M 1.77% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 318,814 $26.4M 0.03% +145,960 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 317,119 $26.3M 1.08% new 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 316,825 $26.2M 0.02% +60,239 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 315,752 $26.2M 2.24% -89,233 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 315,709 $26.2M 1.25% +845 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 313,045 $25.9M 0.54% -26,063 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 310,449 $25.7M 2.55% +46,654 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 309,975 $25.7M 0.49% +3,435 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 308,991 $25.6M 1.28% -13,827 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 308,899 $25.6M 6.74% -7,628 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 308,573 $25.6M 0.79% -15,016 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 306,058 $25.4M 0.03% +146,424 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 320,008 $24.8M 4.84% +141,088 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 298,098 $24.7M 0.29% -38,419 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 297,950 $24.7M 1.22% -126,205 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 296,169 $24.5M 1.21% -7,879 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 295,482 $24.5M 1.82% -11,048 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 294,983 $24.4M 0.3% -37,501 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 292,408 $24.2M 3.22% -155,973 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 291,686 $24.2M 0.3% -16,338 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 288,757 $23.9M 0.27% -6,549 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 287,273 $23.8M 0.63% -132,707 13F-HR Timeline Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 285,466 $23.6M 7.07% -216,986 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 285,160 $23.6M 3.74% -28,999 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 284,296 $23.6M 1.08% +359 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 281,878 $23.4M 3.9% +3,920 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 279,824 $23.2M 5.96% -28,363 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 278,205 $23M 2.53% -432,537 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 276,484 $22.9M 2.77% -10,456 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 276,445 $22.9M 0.59% -21,003 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 276,297 $22.9M 0.75% +11,806 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 276,283 $22.9M 0.34% +87,285 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 274,625 $22.7M 0.23% -612 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 274,534 $22.7M 0.03% +52,157 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 273,254 $22.6M 4.13% +2,040 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 272,779 $22.6M 0.86% +135,338 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 267,622 $22.2M 1.98% +3,748 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 265,013 $22M 1.35% -1,995 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 264,764 $21.9M 1.64% -6,437 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 262,456 $21.7M 0.07% +26,216 13F-HR Timeline Group STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 262,301 $21.7M 1.23% -566 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 261,219 $21.6M 4.41% -15,341 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 260,011 $21.5M 0.68% -103,888 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 258,623 $21.4M 0.39% -82,578 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 257,157 $21.3M 5.72% +3,142 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 255,867 $21.2M 0.33% +3,035 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 255,612 $21.2M 0.5% +1,556 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 254,035 $21M 0.67% -937 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 253,287 $21M 1.99% -84 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 251,520 $20.8M 9.36% -14,721 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 251,305 $20.8M 4.67% +18,169 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 249,798 $20.7M 2.96% -32,937 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 259,277 $20.7M 1.13% -8,842 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 248,455 $20.6M 2.49% -115,717 13F-HR Timeline EQ LLC More: the full row for EQ LLC 246,894 $20.5M 5.02% -115,237 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 244,727 $20.3M 0.68% -18,955 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 241,387 $20M 0.66% +118,996 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 240,834 $20M 1.26% +14,349 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 238,127 $19.7M 0.6% -15,470 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 237,380 $19.7M 1.71% -5,612 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 235,732 $19.5M 2.89% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 235,252 $19.5M 1.69% +2,145 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 233,827 $19.4M 2.27% +2,701 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 233,226 $19.3M 2.45% +52 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 233,140 $19.3M 3.56% +8,591 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 232,992 $19.3M 0.38% +45,174 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 241,823 $19.3M 4.54% -53,369 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 231,163 $19.1M 0.26% -2,583 13F-HR/A Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 230,767 $19.1M 1.91% +10,611 13F-HR Timeline