NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,269,755 $1.97B 0.25% +3,701,749 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 18,107,311 $1.11B 0.02% +482,432 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,466,785 $579M 0.17% +422,167 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,598,087 $220M 0.84% +92,377 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,379,161 $145M 2.02% +80,006 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,122,779 $130M 0.22% +32,250 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,968,298 $120M 0.14% +179,160 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,613,546 $98.6M 0.13% +103,971 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,561,346 $95.4M 0.08% -23,921 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,352,637 $82.7M +12,213 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,343,281 $82.1M 0.18% -65,693 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 1,061,920 $64.7M 0.06% +850,300 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 976,736 $59.7M 0.47% +40,256 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 936,065 $57.2M +32,671 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 926,172 $56.6M 0.03% +10,127 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 887,524 $54.2M <0.01% -296,491 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 788,883 $48.2M 0.1% -101,822 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/ 712,678 $43.6M <0.01% -205,807 13F-HR/A Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 698,746 $42.7M -107,310 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 685,005 $41.9M 0.01% -189,934 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 665,979 $40.7M 1.07% -121,563 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 633,153 $38.7M 1.57% -15,627 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 587,257 $35.9M 0.22% +25,110 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 542,152 $33.3M 0.22% +85,596 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 537,861 $32.9M 0.01% +42,165 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 496,192 $30.3M 0.11% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 459,281 $28.1M 0.01% -58,223 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 429,442 $26.2M 0.14% -9,982 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 374,934 $22.9M 0.01% +98,368 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 370,804 $22.7M <0.01% +46,312 13F-HR/A Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 348,245 $21.3M 0.47% +4,109 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 318,504 $19.5M <0.01% +301,952 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 315,138 $19.3M 7.96% +8,976 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 296,200 $18.1M 8.46% +250,000 13F-HR/A 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 290,483 $17.8M <0.01% +16,141 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 282,549 $17.3M 0.01% +150,451 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 274,426 $16.8M 0.02% +255,083 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 242,443 $14.8M 0.43% +231,237 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 224,573 $13.7M <0.01% +18,699 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 205,666 $12.6M 0.02% +58,321 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 202,857 $12.4M 1.75% +27,413 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 201,182 $12.3M 0.05% -9,951 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 199,182 $12.2M 0.88% +33,684 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 184,699 $11.3M 0.09% +9,134 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 181,781 $11.1M 4.84% +1,961 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 176,938 $10.8M 0.2% +7,712 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 167,682 $10.2M 0.8% +7,275 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 161,172 $9.85M 0.4% +21,229 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 159,245 $9.73M <0.01% -28,438 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 156,062 $9.54M 0.01% +5,182 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 146,869 $8.98M 0.54% -3,049 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 142,656 $8.72M 0.01% +5 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 141,018 $8.62M 0.02% -5,353 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 136,871 $8.37M 0.05% +5,505 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 136,578 $8.35M 0.01% +45,222 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 130,590 $7.98M 0.03% -1,368 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 129,078 $7.87M 0.96% +13,023 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 116,020 $7.09M 0.06% -9,640 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 113,126 $6.91M 0.47% +5,381 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 111,329 $6.8M 0.37% -125 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 104,940 $6.41M 1.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 104,830 $6.41M 0.19% +5,939 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 96,924 $5.92M 0.59% +24,221 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 93,554 $5.72M 0.04% +5,762 13F-HR Timeline Group Almitas Capital LLC More: the full row for Almitas Capital LLC 92,922 $5.68M 1.3% new 13F-HR/A Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 88,070 $5.38M 0.93% +12,350 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 87,862 $5.37M 3.14% +5,212 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 86,868 $5.31M 0.01% +58,825 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 85,646 $5.23M 0.2% -2,630 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 83,944 $5.13M 0.1% -87,144 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 83,161 $5.08M 0.01% +14,537 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 81,403 $5.01M +3,592 Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 81,891 $5.01M 0.58% +1,164 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 78,993 $4.83M 0.01% -60,522 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 78,834 $4.82M 1.9% +4,419 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 76,541 $4.68M 0.77% -482 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 73,032 $4.46M 0.21% +6,818 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 72,651 $4.44M 0.01% -1,081 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 72,424 $4.43M 5.03% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 70,604 $4.32M 0.01% -2,933 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 70,383 $4.3M 1.08% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 69,722 $4.26M 0.02% +25,959 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 65,116 $3.98M 1.76% +32,345 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 64,642 $3.95M <0.01% +2,811 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 64,571 $3.95M 1.36% +3,445 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 64,210 $3.92M 0.06% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 61,230 $3.74M 0.02% -158,790 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 60,425 $3.69M 0.03% -1,077 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 59,049 $3.61M 0.17% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 58,913 $3.6M 0.16% +3,797 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 57,150 $3.49M 0.04% +7,910 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 56,096 $3.43M <0.01% +3,000 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 54,125 $3.31M 0.01% +133 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 53,552 $3.27M 0.01% +8,849 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 50,070 $3.06M 0.04% -786 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 49,750 $3.04M 0.06% +17,423 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 48,069 $2.94M <0.01% +921 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 46,311 $2.83M <0.01% -3,024 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 46,134 $2.82M 0.13% +35,541 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 46,092 $2.82M 0.82% -2,868 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 45,955 $2.81M 0.06% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 45,589 $2.79M 0.28% new 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 41,256 $2.52M 1.45% -4,042 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 40,843 $2.5M 0.05% +425 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 40,552 $2.48M 1.33% +2,046 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 39,370 $2.41M 0.01% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 38,605 $2.36M 0.22% -1,291 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 37,772 $2.31M 0.06% 0 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 37,510 $2.29M 0.05% +32,681 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 35,452 $2.17M 0.2% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 34,936 $2.14M 0.01% +2,966 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 34,710 $2.12M 0.04% -52,196 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 34,101 $2.08M <0.01% +409 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 33,526 $2.05M 0.01% -4,503 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 32,071 $1.96M 0.34% +15,554 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31,724 $1.94M <0.01% +18,990 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 30,391 $1.86M <0.01% +12,680 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. 30,365 $1.86M <0.01% -116,329 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 30,235 $1.85M 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 30,188 $1.85M <0.01% -92,669 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 29,108 $1.78M 0.04% -1,758 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 28,891 $1.77M 0.13% -5,542 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,709 $1.71M <0.01% -2,306 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 26,297 $1.61M 0.32% +14,936 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 25,409 $1.55M 0.03% +335 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25,292 $1.55M 0.02% -2,603 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,497 $1.5M 0.02% +23,251 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 24,014 $1.47M 0.02% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 23,494 $1.43M <0.01% +17,369 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 23,428 $1.43M 0.46% +1,446 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 23,351 $1.43M 0.15% 0 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 23,168 $1.42M 0.19% +117 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,699 $1.39M 0.01% -324 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 21,505 $1.31M 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21,085 $1.29M 0.15% -299 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,839 $1.21M <0.01% -2,905 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,787 $1.15M 0.01% +4,550 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,703 $1.14M 0.03% +783 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 18,622 $1.14M 0.76% -1,380 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 17,750 $1.08M 0.27% -10,800 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 17,419 $1.06M 0.23% +742 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 17,039 $1.04M 0.89% +4,193 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 16,565 $1.01M 0.4% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 16,180 $989K 0.65% +7,640 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 15,945 $975K 0.02% +12,367 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 15,481 $946K 0.03% -1,115 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 14,951 $914K 0.34% +4,253 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 14,708 $899K 0.42% -239 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 14,171 $866K 0.3% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 13,754 $841K 0.01% new 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,599 $831K 0.04% -13,826 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,340 $815K 0.08% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,810 $783K 0.21% -100 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,790 $782K 0.01% +305 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,740 $779K 0.03% +123 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,407 $758K 0.04% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,200 $746K 0.07% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,971 $732K 0.03% +99 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 11,915 $728K 0.09% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,861 $725K 0.02% -785 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,386 $696K 0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,316 $692K <0.01% -2,440 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 11,300 $691K 0.17% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,022 $675K 0.02% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,916 $667K <0.01% +661 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,781 $659K 0.02% -197 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,465 $640K 0.01% -759 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 10,396 $635K 0.07% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,259 $627K 0.06% -65 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,001 $611K <0.01% +1,315 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 9,972 $609K 0.37% +1,468 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,941 $608K 0.01% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 9,898 $605K 0.06% -1,620 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 9,858 $603K 0.43% -361 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,600 $587K 0.04% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,590 $586K 0.02% -971 13F-HR Timeline Group Lakeshore Capital Group, Inc. 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More: the full row for WORLD EQUITY GROUP, INC. 8,415 $514K 0.12% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,355 $511K <0.01% +3,355 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,297 $507K 0.28% -117 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,227 $503K 0.01% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,167 $499K 0.04% 0 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 8,054 $492K 0.02% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 7,931 $485K 0.02% +1,593 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,646 $467K 0.1% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,638 $467K <0.01% -485 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,383 $455K 0.08% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,334 $448K 0.04% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 7,219 $441K 0.15% 0 13F-HR Timeline