NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 25,997,069 $1.42B 0.21% +2,477,014 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17,418,019 $952M 0.02% -95,147 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,233,568 $450M 0.18% +8,081,757 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,325,005 $182M 0.79% +2,917,410 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 2,195,950 $120M -77,531 Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,096,724 $115M 0.22% -59,354 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,775,151 $97M 0.13% +68,973 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,437,554 $78.6M 0.13% +66,181 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,342,373 $73.4M 0.28% -11,743 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,173,644 $64.2M 0.06% +34,173 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,108,548 $60.6M 0.15% -214,349 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 944,044 $51.6M 0.03% -40,683 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 894,687 $48.9M 0.67% +8,315 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 813,833 $44.5M <0.01% +97,476 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 709,810 $38.8M 1.07% +18,611 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 659,055 $36M 1.7% -266,842 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 564,350 $30.9M 1.54% +26,100 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 559,814 $30.6M -35,932 Timeline MAI Capital Management More: the full row for MAI Capital Management 506,765 $27.7M 0.21% +140,212 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 496,192 $27.1M 0.11% +86,925 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 473,085 $25.9M 0.21% +21,164 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 453,807 $24.8M <0.01% -94,044 13F-HR/A Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 440,038 $24.1M 0.14% +1,348 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 395,230 $21.6M <0.01% +86,320 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/ 382,768 $20.9M <0.01% -90,939 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 353,961 $19.4M <0.01% +50,296 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 345,163 $18.9M 0.48% -663 13F-HR/A Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 328,853 $18M 9.23% +40,318 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 296,662 $16.2M <0.01% -103,295 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 290,146 $15.9M 0.31% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 289,122 $15.8M 0.27% -5,279 13F-HR Timeline CX Institutional More: the full row for CX Institutional 256,191 $14M 0.53% +184,175 13F-HR Timeline COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 220,020 $12M 0.07% -219,500 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 181,894 $9.94M 0.32% +6,775 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 174,921 $9.56M 0.09% +40,977 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 170,961 $9.35M <0.01% +119,684 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 161,287 $8.82M 0.04% -32,918 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 159,748 $8.73M 1.96% +6,199 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 158,300 $8.62M 0.01% +12,800 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 156,866 $8.58M <0.01% +58,550 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 155,945 $8.53M 0.81% +8,405 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 154,925 $8.47M 0.59% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 152,564 $8.34M 0.01% +14,820 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 148,733 $8.13M 0.02% -11,985 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 141,181 $7.72M 0.02% -4,784 13F-HR/A Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 138,007 $7.54M 0.03% -12,532 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 135,296 $7.4M <0.01% -164,014 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 132,565 $7.25M <0.01% -8,319 13F-HR/A Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 131,165 $7.17M 2.88% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 125,660 $6.87M 0.08% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 123,256 $6.74M 0.05% -1,548 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 115,704 $6.33M 0.51% -6,907 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 110,840 $6.06M 0.38% -13,148 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 114,613 $5.79M 0.01% +11,726 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 100,426 $5.49M 0.13% +74,325 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 88,997 $4.87M 0.24% -7,727 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 87,566 $4.79M 0.01% -670 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 83,047 $4.54M 0.79% +532 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 82,386 $4.5M 0.69% -2,659 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 80,962 $4.43M <0.01% +67,244 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 80,556 $4.4M 0.04% new 13F-HR Timeline Group ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 80,516 $4.4M 3.16% -550 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 79,973 $4.37M <0.01% +466 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 81,627 $4.32M -4,429 Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 77,669 $4.25M 0.86% +3,701 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 76,547 $4.18M <0.01% +42,092 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 75,509 $4.13M 0.01% -1,361 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 71,529 $3.91M 0.01% -5,962 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 69,370 $3.79M 0.27% +64,365 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 64,053 $3.5M 0.35% -13,330 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 62,558 $3.42M 1.41% -3,288 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 60,044 $3.28M 0.04% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 59,320 $3.24M 0.27% +363 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 56,202 $3.07M 2.15% -12,735 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 52,186 $2.85M 0.16% +32,688 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 50,369 $2.75M 1.28% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 49,347 $2.7M 0.04% +8,709 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 47,140 $2.58M 0.88% -3,221 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 46,200 $2.53M 1.24% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 45,955 $2.51M 0.06% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 45,148 $2.47M 0.04% +1,404 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 44,181 $2.42M <0.01% +4,719 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 42,676 $2.33M 0.01% +2,461 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 40,528 $2.22M 0.24% -586 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 40,000 $2.19M 0.06% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 39,370 $2.15M 0.02% new 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 36,313 $1.99M 1.33% +2,030 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 35,452 $1.94M 0.19% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 35,083 $1.92M <0.01% -335 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 34,285 $1.87M 0.63% -637 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 33,692 $1.84M <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,028 $1.81M <0.01% +22,235 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 32,682 $1.79M 0.22% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 32,502 $1.78M <0.01% -2,260 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 32,268 $1.76M 0.03% -3,410 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 29,780 $1.63M 0.02% -2,820 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 29,760 $1.63M 0.03% +1,162 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 28,550 $1.56M 0.42% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 28,492 $1.56M <0.01% +1,922 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,586 $1.51M 0.01% +3,529 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,985 $1.48M 0.01% +22,271 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 25,337 $1.39M 0.09% +5,527 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 23,402 $1.28M 0.2% +395 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21,332 $1.17M 0.15% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,677 $1.13M <0.01% +8,560 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 19,461 $1.06M <0.01% +1,626 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,168 $1.05M 0.01% -11,665 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 19,035 $1.04M 0.08% new 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 18,979 $1.04M 0.44% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,620 $963K <0.01% -9,022 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 16,713 $914K 0.03% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 15,657 $856K 0.23% +1,061 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 14,866 $813K 0.03% -1,333 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 14,788 $808K 0.48% -272 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,287 $781K 0.03% +96 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,260 $780K <0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,232 $778K <0.01% +1,483 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,927 $761K <0.01% 0 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 13,864 $758K 0.05% 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 13,795 $754K 0.12% +1,415 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 13,644 $746K 0.44% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,617 $690K 0.03% +47 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,425 $679K 0.02% +283 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 12,355 $675K 0.03% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,200 $667K 0.07% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 11,676 $638K 0.67% -220 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 11,130 $631K 0.35% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,460 $627K 0.19% +1,365 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,452 $626K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,300 $618K 0.2% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,206 $613K 0.02% +511 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,142 $609K 0.01% +124 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,916 $597K 0.01% +17 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 10,494 $574K 0.46% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,270 $561K 0.06% new 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 10,224 $559K 0.54% new 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. 10,052 $550K <0.01% -7,051 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,589 $524K 0.04% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,582 $524K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,528 $521K <0.01% -764 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,427 $515K 0.09% -1,041 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 9,368 $512K 0.49% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 9,302 $509K 0.37% -32 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,242 $505K <0.01% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 9,069 $496K 0.37% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,690 $475K <0.01% +85 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 8,364 $457K 0.05% -74,492 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,292 $453K 0.08% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,203 $448K 0.04% +960 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,167 $446K 0.03% -2,346 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 8,054 $440K 0.03% -909 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,008 $438K 0.17% +582 13F-HR Timeline MOTCO More: the full row for MOTCO 7,947 $434K 0.05% +2,115 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,894 $432K 0.01% -1,775 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,867 $430K <0.01% +109 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 7,702 $421K 0.05% +108 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,618 $417K 0.11% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,580 $414K 0.02% +1,205 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,558 $412K <0.01% +3,048 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 7,123 $389K 0.17% -154 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,077 $387K <0.01% -362 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,000 $383K 0.02% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,914 $378K 0.06% +107 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 6,808 $372K 0.43% -72,931 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,769 $370K <0.01% +169 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,655 $364K <0.01% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 6,594 $360K 0.23% +229 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,434 $352K 0.03% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,129 $335K <0.01% -3,199 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 6,023 $329K <0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,951 $325K 0.02% +510 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,944 $325K 0.03% new 13F-HR/A Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,853 $320K <0.01% -15,805 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,839 $319K <0.01% +103 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,752 $314K <0.01% +262 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 5,700 $312K 0.12% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,700 $312K 0.02% 0 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 5,583 $305K 0.27% +16 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,515 $302K 0.03% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 5,493 $300K 0.24% 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 5,463 $299K 0.2% new 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 5,456 $298K 0.4% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 5,327 $291K 0.11% +585 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 5,298 $290K 0.09% +37 13F-HR Timeline Argent Advisors, Inc. 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