NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,520,055 $1.23B 0.17% +1,871,592 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17,513,166 $915M 0.02% +15,632,071 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 2,273,481 $119M -46,699 Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,156,078 $113M 0.2% -64,213 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,706,178 $89.2M 0.12% +9,568 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,371,373 $71.7M 0.12% +67,336 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,354,116 $70.8M 0.26% +125,320 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,322,897 $69.1M 0.2% +10,121 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,139,471 $59.6M 0.05% -736,493 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. 984,727 $51.5M 0.03% -56,853 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 925,897 $48.4M 1.95% +375,573 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 886,372 $46.3M 0.65% +373,639 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 716,357 $37.4M <0.01% +129,632 13F-HR/A Timeline Group NEPC LLC More: the full row for NEPC LLC 691,199 $36.1M 0.97% +105,313 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 595,746 $31.1M +4,271 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 547,851 $28.6M 0.01% -31,053 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 538,250 $28.2M 1.45% +40,620 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 473,707 $24.8M <0.01% -43,081 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 451,921 $23.6M 0.19% +17,719 13F-HR Timeline COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 439,520 $23M 0.14% +80,000 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 438,690 $22.9M 0.23% +2,435 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 409,267 $21.4M 0.08% +82,286 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 407,595 $21.3M 0.09% +231,872 13F-HR Timeline Group 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 399,957 $20.9M <0.01% -23,131 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 366,553 $19.2M 0.14% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 345,826 $18.1M 0.45% -2,334 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 308,910 $16.1M <0.01% -4,339 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 303,665 $15.9M <0.01% -206,694 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 299,310 $15.6M <0.01% +134,508 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 294,401 $15.4M 0.26% -7,939 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 288,535 $15.1M 8.19% -1,757 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 194,205 $10.2M 0.05% +50,880 13F-HR/A Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 175,119 $9.15M 0.29% -285 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 160,718 $8.4M 0.02% -10,143 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 153,549 $8.27M 2.02% +11,085 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 151,811 $7.94M <0.01% +20,949 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 150,539 $7.87M 0.03% +12,063 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 147,540 $7.71M 0.72% +6,794 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 145,965 $7.63M 0.02% -2,939 13F-HR/A Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 145,500 $7.61M 0.01% +32,200 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 142,993 $7.47M <0.01% 0 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 140,884 $7.36M <0.01% +8,248 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 137,744 $7.2M 0.01% -55,312 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 133,944 $7M 0.06% -8,228 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 131,165 $6.86M 2.36% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 124,804 $6.74M 0.04% -3,555 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 125,660 $6.57M 0.08% -2,748 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 123,988 $6.48M 0.4% +13,649 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 122,611 $6.41M 0.52% +40,266 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 117,489 $6.14M 0.69% -3,668 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 102,887 $5.43M 0.01% +12,388 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 96,724 $5.14M 0.24% +636 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 98,316 $5.14M <0.01% 13F-HR/A Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 88,236 $4.61M 0.01% -1,467 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 86,056 $4.48M +281 Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 85,045 $4.45M 0.69% -3,156 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 81,066 $4.38M 3.12% +2,169 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 82,856 $4.33M 0.45% -284 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 82,515 $4.31M 0.75% +5,617 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 79,739 $4.17M 1.94% -23,050 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 79,507 $4.16M <0.01% -56,661 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 77,491 $4.05M 0.01% -53,537 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 77,383 $4.04M 0.39% +18,616 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cetera Investment Advisers More: the full row for Cetera Investment Advisers 76,870 $4.02M 0.01% -425 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 73,968 $3.87M 0.75% -2,311 13F-HR Timeline CX Institutional More: the full row for CX Institutional 72,016 $3.76M 0.15% +5,339 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 68,937 $3.6M 2.64% +557 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 65,846 $3.44M 1.34% +763 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 65,451 $3.42M 0.07% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 58,957 $3.08M 0.24% -655 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 51,277 $2.68M <0.01% +2,921 13F-HR Timeline Group DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 50,361 $2.63M 0.86% -1,361 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,835 $2.55M <0.01% new 13F-HR Timeline Group Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 46,200 $2.41M 1.13% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 45,955 $2.4M 0.06% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 43,744 $2.29M 0.04% +1,137 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 42,449 $2.22M 0.04% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 41,114 $2.15M 0.24% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 40,638 $2.12M 0.03% +859 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 40,215 $2.1M 0.01% +4,874 13F-HR/A Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 40,161 $2.1M <0.01% -84,213 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39,462 $2.06M <0.01% +3,453 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 35,678 $1.86M 0.04% +1,887 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 35,452 $1.85M 0.18% -5,300 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 35,418 $1.85M <0.01% -1,716 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 34,922 $1.83M 0.58% -2,295 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,762 $1.82M <0.01% +27,904 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 34,455 $1.8M <0.01% +30,278 13F-HR Timeline Group CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 34,283 $1.79M 1.17% +5,313 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 32,600 $1.7M 0.02% +736 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 30,833 $1.61M 0.01% +3,569 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 28,598 $1.49M 0.03% -1,215 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 28,550 $1.49M 0.43% -800 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 26,642 $1.39M <0.01% +3,812 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,570 $1.39M <0.01% +1,383 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 26,101 $1.36M 0.03% -21,700 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,057 $1.26M <0.01% +170 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 23,007 $1.2M 0.19% +693 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 21,658 $1.13M <0.01% +15,800 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21,332 $1.11M 0.14% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 19,810 $1.03M 0.09% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 19,498 $1.02M 0.06% +110 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,835 $932K <0.01% +4,020 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 17,103 $894K <0.01% +12,329 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 16,713 $874K 0.02% +1,146 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 16,199 $847K 0.06% +2,696 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 16,030 $838K 0.08% +525 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,731 $822K <0.01% +11,982 13F-HR Timeline Group Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 15,060 $787K 0.45% -488 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 14,596 $763K 0.2% +1,095 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,260 $745K <0.01% +330 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,191 $742K 0.03% -2,318 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,927 $728K <0.01% +6,370 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 13,718 $717K <0.01% +14 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,749 $666K <0.01% +2,346 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,570 $657K 0.03% -816 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 12,380 $647K 0.09% new 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 12,355 $646K 0.03% +10 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,200 $638K 0.06% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,117 $636K <0.01% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,142 $635K 0.02% +194 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 11,896 $622K 0.67% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,300 $591K 0.2% 0 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 11,130 $582K 0.3% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,018 $576K 0.01% +261 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,899 $570K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,793 $564K <0.01% +1,242 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,695 $559K 0.02% 0 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,513 $550K 0.03% new 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 10,494 $549K 0.45% 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 10,468 $547K 0.09% -284 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,518 $546K <0.01% -431 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,292 $538K <0.01% +3,856 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 10,095 $528K 0.16% +1,600 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,669 $505K 0.01% -215 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,589 $501K 0.04% +11 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,582 $501K 0.01% -4,836 13F-HR/A Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 9,368 $490K 0.45% 13F-HR/A Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 9,334 $488K 0.36% +920 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 9,328 $488K 0.01% -316 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,242 $483K <0.01% -502 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 9,069 $474K 0.34% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 8,963 $468K 0.03% +909 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 8,626 $451K 0.01% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 8,466 $450K 0.16% +70 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,605 $450K <0.01% 0 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 8,577 $448K 0.11% +2,898 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,282 $433K 0.01% -154 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,758 $406K <0.01% -81 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,618 $398K 0.1% +26 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 7,594 $397K 0.05% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,439 $389K <0.01% +2,895 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,426 $388K 0.15% +1,074 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 7,329 $383K 0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 7,277 $380K 0.18% +92 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,243 $379K 0.03% -4,641 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,000 $366K 0.03% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,807 $356K 0.05% -805 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,655 $348K 0.01% +5,455 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,600 $345K <0.01% +515 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,375 $333K 0.02% +300 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 6,365 $333K 0.2% +148 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 6,023 $315K <0.01% -3,439 13F-HR Timeline MOTCO More: the full row for MOTCO 5,832 $305K 0.03% -39 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,736 $300K <0.01% -46 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,700 $298K 0.02% 0 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 5,567 $291K 0.26% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,490 $287K <0.01% +603 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 5,456 $285K 0.64% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,441 $284K 0.01% +623 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,353 $280K <0.01% -319 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 5,261 $275K 0.09% 13F-HR Timeline Argent Advisors, Inc. 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