NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,568,006 $1.69B 0.23% +2,570,937 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17,624,879 $1.04B 0.02% +206,860 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,044,618 $535M 0.18% +811,050 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,505,710 $208M 0.82% +180,705 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,299,155 $136M 2.05% +2,010,033 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,090,529 $124M 0.22% -6,195 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,789,138 $106M 0.13% +13,987 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,585,267 $93.8M 0.08% +411,623 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,509,575 $89.4M 0.13% +72,021 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,408,974 $83.4M 0.2% +1,408,890 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,340,424 $79.4M 0.27% -1,949 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,184,015 $70.1M <0.01% +370,182 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 936,480 $55.4M 0.66% +41,793 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/ 918,485 $54.4M <0.01% +535,717 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. 916,045 $54.2M 0.03% -27,999 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 903,394 $53.5M +343,580 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 890,705 $52.7M 0.12% -217,843 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 874,939 $51.8M 0.01% +421,132 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 806,056 $47.7M -1,389,894 Timeline NEPC LLC More: the full row for NEPC LLC 787,542 $46.6M 1.18% +77,732 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 648,780 $38.4M 1.68% -10,275 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 562,147 $33.3M 0.23% +55,382 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 517,504 $30.6M 0.01% +122,274 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 505,980 $30M 1.4% -58,370 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 496,192 $29.4M 0.11% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 495,696 $29.3M 0.01% +324,735 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 456,556 $26.9M 0.19% -16,529 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 439,424 $26M 0.15% -614 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 344,136 $20.4M 0.46% -1,027 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 324,492 $19.2M <0.01% -29,469 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 306,162 $18.1M 8.49% -22,691 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 276,566 $16.4M 0.01% +119,700 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 274,342 $16.2M <0.01% -22,320 13F-HR Timeline Group COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 220,020 $13M 0.07% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 211,133 $12.5M 0.05% +49,846 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 211,620 $12.4M 0.01% +53,320 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 205,874 $12.2M <0.01% +70,578 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 187,683 $11.1M <0.01% +55,118 13F-HR/A Timeline Group Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 179,820 $10.6M 5.07% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 175,565 $10.4M 0.09% +644 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 175,444 $10.3M 1.67% +15,696 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 171,088 $10.1M 0.15% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 169,697 $10M 0.57% new 13F-HR/A Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 169,226 $10M 0.19% -12,668 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 165,498 $9.8M 0.78% +161,573 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 160,407 $9.5M 0.82% +4,462 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 150,880 $8.93M 0.01% -1,684 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 149,918 $8.88M 0.6% -5,007 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 147,345 $8.72M 0.02% +32,732 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. 146,694 $8.68M 0.01% +136,642 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 146,371 $8.66M 0.02% -2,362 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 142,651 $8.44M 0.02% +1,470 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 139,943 $8.28M 0.37% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 139,515 $8.26M 0.01% +135,773 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 132,098 $7.82M 0.01% +55,551 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 131,958 $7.81M 0.03% -6,049 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 131,366 $7.78M 0.05% +8,110 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 125,660 $7.44M 0.07% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 116,055 $7.34M 0.96% +102,411 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 122,857 $7.27M 0.01% +89,165 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 114,399 $6.77M 0.55% +45,029 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,748,084 $6.7M 0.42% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 111,454 $6.6M 0.38% +614 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 107,745 $6.38M 0.47% -7,959 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 106,201 $6.29M 0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 98,891 $5.85M 0.2% -157,300 13F-HR/A Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 95,088 $5.63M 0.15% -195,058 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 91,356 $5.41M 0.01% +15,847 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 88,276 $5.23M 0.24% -721 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 87,792 $5.2M 0.04% +7,236 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 86,906 $5.14M 0.11% -13,520 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 82,650 $4.89M 3.09% +2,134 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 81,907 $4.85M 2.28% +31,538 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 80,727 $4.78M 0.6% -1,659 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 77,811 $4.61M -3,816 Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 77,023 $4.56M 0.79% -6,024 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 75,720 $4.48M 0.83% -1,949 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 74,415 $4.41M 1.61% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 73,732 $4.37M 0.01% -13,834 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 73,537 $4.35M 0.01% +2,008 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 72,703 $4.3M 0.49% +40,021 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 68,624 $4.06M 0.01% +33,541 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 66,214 $3.92M 0.2% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 64,900 $3.84M 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 61,831 $3.66M <0.01% -18,142 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 61,502 $3.64M 0.04% +1,458 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 61,126 $3.62M 1.38% -1,432 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 59,049 $3.5M 0.19% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 55,116 $3.26M 0.16% +2,930 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 53,992 $3.2M 0.01% +26,406 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 53,096 $3.14M <0.01% +8,915 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 50,856 $3.01M 0.04% +1,509 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 49,335 $2.92M <0.01% -31,627 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 49,240 $2.91M 0.03% +43,488 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 48,960 $2.9M 0.89% +1,820 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 47,148 $2.79M 0.01% +14,646 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 45,955 $2.72M 0.06% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 45,298 $2.68M 1.67% -10,904 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 44,703 $2.65M 0.01% +2,027 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 43,763 $2.59M 0.01% new 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 43,075 $2.55M 0.04% -2,073 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 1.15% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 40,418 $2.39M 0.06% +418 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 39,896 $2.36M 0.24% -632 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 39,370 $2.33M 0.01% 0 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 38,506 $2.28M 1.39% +2,193 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. 38,029 $2.25M 0.01% -3,474 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 37,772 $2.24M 0.04% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 35,452 $2.1M 0.21% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 34,433 $2.04M 0.17% -29,620 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 33,692 $1.99M <0.01% +5,200 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 32,771 $1.94M 0.86% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 32,327 $1.91M 0.04% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 31,970 $1.89M 0.01% +4,985 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 30,866 $1.83M 0.05% 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 30,235 $1.79M 0.02% +455 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,015 $1.77M <0.01% -3,013 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 28,550 $1.69M 0.43% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 28,043 $1.66M <0.01% +7,366 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 27,895 $1.65M 0.03% -1,865 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 27,425 $1.62M 0.09% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 25,074 $1.48M 0.03% -7,194 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 23,351 $1.38M 0.16% new 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 23,051 $1.36M 0.2% -351 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 23,023 $1.36M 0.01% +3,855 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,744 $1.35M <0.01% +8,512 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 21,982 $1.3M 0.47% +3,003 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21,384 $1.27M 0.16% +52 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 20,609 $1.22M 0.05% new 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 20,002 $1.18M 0.81% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,343 $1.15M <0.01% +1,723 13F-HR/A Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 19,064 $1.13M <0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 18,592 $1.1M 0.05% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 18,215 $1.08M 0.08% -7,122 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,920 $1.06M 0.03% +3,633 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,711 $1.05M <0.01% +3,451 13F-HR/A Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 17,256 $1.02M 0.02% +11,127 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 16,677 $987K 0.23% +1,020 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 16,596 $982K 0.03% -117 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 16,552 $980K <0.01% -2,909 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 16,517 $978K 0.13% +2,722 13F-HR Timeline Group EWG Elevate Inc. More: the full row for EWG Elevate Inc. 16,279 $964K 0.3% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 14,947 $885K 0.45% +159 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,237 $843K 0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,756 $814K <0.01% -171 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 12,910 $764K 0.22% +1,450 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 12,846 $763K 0.72% +1,170 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,734 $754K <0.01% new 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,646 $749K 0.02% +221 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,617 $747K 0.03% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,485 $739K 0.01% +5,716 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 12,355 $731K 0.03% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,200 $722K 0.07% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,872 $703K 0.03% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,518 $682K 0.07% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,386 $674K 0.01% -66 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,361 $673K 0.15% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,300 $669K 0.19% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,224 $664K 0.02% +3,330 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,206 $663K 0.02% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,978 $650K 0.02% -3,888 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,903 $645K 0.01% -239 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 10,698 $633K 0.26% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,593 $627K 0.03% new 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,561 $625K 0.02% new 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 10,396 $615K 0.08% +2,694 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 10,350 $613K 0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,324 $611K 0.06% +54 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,255 $607K <0.01% -661 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 10,219 $605K 0.46% -275 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,941 $588K 0.02% +359 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,600 $568K 0.04% +11 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 9,542 $565K 0.5% -682 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 9,368 $555K 0.42% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 9,276 $548K 0.05% +1,329 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,235 $547K 0.01% +5,235 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 9,184 $544K 0.37% -118 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 9,069 $537K 0.36% 0 13F-HR Timeline OARSMAN CAPITAL, INC. 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