NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 48,798,844 $5.86B +1,852,245 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 33,605,423 $4.04B 0.29% +1,901,134 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 21,386,228 $2.57B 0.13% +2,766,659 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 18,064,089 $2.17B 0.13% +86,538 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 17,525,618 $2.11B 0.58% +992,984 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 16,723,474 $2.01B +1,599,006 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,260,705 $1.95B 1.19% +1,375,104 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,958,652 $1.8B 0.35% -444,092 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,095,517 $1.69B 0.53% +366,136 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 12,056,292 $1.45B 0.26% -17,702 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 9,674,456 $1.16B -706,838 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,440,907 $1.13B 0.14% +74,169 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,519,398 $1.02B 0.02% +186,298 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. 7,957,626 $956M 0.52% +79,334 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,821,522 $940M 1.78% +46,974 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,286,580 $876M 0.15% +192,412 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,472,847 $778M 0.11% +64,051 13F-HR/A Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,469,879 $778M 5.42% +53,913 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,133,925 $737M 1.15% +363,673 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,957,174 $596M 2.82% 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,898,843 $589M 0.69% -69,392 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,644,219 $558M 0.75% +569,647 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,544,878 $546M 0.12% -319,010 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,010,129 $482M 3.08% +178,234 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,813,247 $458M 1.64% +35,491 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,658,671 $440M 0.64% -390,812 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,609,845 $434M 3.26% +139,338 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,346,705 $402M 0.44% +368,988 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,219,604 $387M 1.64% +111,938 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,103,300 $373M 0.5% -343,199 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 3,099,881 $373M 6.44% -766,865 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,847,846 $342M 0.37% +183,927 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,446,835 $305M 0.41% -613 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,455,249 $295M +22,019 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,349,121 $282M 0.02% -2,788,941 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,308,209 $277M 7.18% -26,383 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,289,258 $275M 1.06% -1,961 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,289,101 $275M 4.24% +185,508 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,227,407 $268M 0.36% +493,906 13F-HR/A Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 2,221,679 $267M 6.36% +12,964 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,221,679 $267M 5.49% +12,964 13F-HR Timeline Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 2,103,860 $253M 10.83% +1,045,425 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,031,625 $244M 1.41% +23,726 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,213,376 $244M 5.42% -88,865 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,901,977 $229M 1.82% -1,812,895 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,795,068 $216M +679,631 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,742,455 $209M 0.25% +4,912 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,700,959 $204M 1.26% +438,164 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,700,696 $204M 0.18% +62,846 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,690,047 $203M 1.81% -314 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,679,293 $202M 0.08% -20,538 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,592,209 $191M 0.34% +162,015 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,587,359 $191M 1.05% +55,333 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,555,996 $187M 0.43% +777,025 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,551,039 $186M 0.27% -78,685 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,470,990 $177M 1.34% -7,989 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,410,349 $169M 1.96% -36,142 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,353,378 $163M 0.4% +142,673 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,323,661 $159M 2.02% +29,569 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,326,065 $159M 0.24% +243,100 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,256,421 $151M 0.11% -15,026 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,244,075 $150M 0.61% +16,144 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,195,539 $144M 0.87% +107,719 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,185,799 $143M 0.49% +568,342 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,182,618 $142M 3.93% +31,195 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,156,422 $139M 0.28% +227,666 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,104,333 $133M 0.53% -38,811 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,088,751 $131M 2.69% -389,393 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,083,743 $130M 2.26% +808,953 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 1,071,192 $129M +89,524 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,052,614 $127M 0.18% +201,671 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,021,758 $123M <0.01% -345,574 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 999,769 $120M 5.41% +19,989 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 983,702 $118M 0.38% -8,465 13F-HR/A Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 939,329 $113M 4.61% +50,967 13F-HR/A Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 915,298 $110M 2.56% new 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 908,578 $109M 0.06% +468,782 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 887,260 $107M 0.16% +68,645 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 887,029 $107M 2% -6,621 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 860,161 $103M 0.2% +16,705 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 846,755 $102M 3.32% +1,717 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 840,394 $101M 2.64% +3,689 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 834,717 $100M 0.27% +74,826 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 832,966 $100M +53,574 Timeline Missouri Education Pension Trust More: the full row for Missouri Education Pension Trust 830,221 $99.8M 28.56% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 807,702 $97.1M 0.51% +49,866 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 802,189 $96.4M +12,515 Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 695,194 $86.7M 0.94% +22,705 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 697,110 $83.8M +297,072 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 689,326 $82.8M 0.46% +114,298 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 686,681 $82.5M 1.27% +7,493 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 674,900 $81.1M 4.35% +5,678 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 659,156 $79.2M 0.85% +156,684 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 641,000 $77M 9.41% 0 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 636,486 $76.5M 4.06% +2,002 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 630,262 $75.7M 3.25% +13,654 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 628,102 $75.5M 0.11% -3,119 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 629,273 $75.4M 0.3% +268,017 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 606,886 $72.9M 1.49% +25,457 13F-HR Timeline SWF LLC More: the full row for SWF LLC 599,244 $72M 7.28% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 598,637 $71.9M 0.26% -1,439 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 592,334 $71.2M 4.71% +12,713 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 576,056 $69.2M 3.52% -8,379 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 575,314 $69.1M 0.92% -29,278 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 571,122 $69M 0.12% +209,018 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 567,432 $68.2M 3.29% +15,881 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 564,366 $67.8M 0.46% +35,906 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 561,897 $67.5M 7.74% +15,514 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 559,427 $67.2M 0.2% +22,405 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 550,979 $66.2M 0.61% -188,704 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 543,693 $65.3M 2.84% -61,244 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 540,469 $65M 0.82% +4,128 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 534,678 $64.3M 0.98% -28,976 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 526,039 $63.2M 0.3% -33,393 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 512,900 $61.6M 0.02% +19,553 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 496,572 $59.7M 5.38% +10,545 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 495,044 $59.5M 0.78% +19,526 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 494,632 $59.4M 0.49% +101,091 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 492,711 $59.2M 5.44% -6,707 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 491,394 $59.1M 0.75% -11,050 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 482,912 $58M 4.67% -10,832 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 482,539 $58M -17,444 Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 480,162 $57.7M 2.41% -17,188 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 639,005 $57.2M 5.62% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 470,802 $56.6M 1.01% +80,330 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 466,039 $56M 0.31% -7,918 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 463,770 $55.7M -35,872 Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 461,019 $55.4M 3.86% +21,410 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 444,527 $53.4M 12.51% +36,332 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 440,192 $52.9M 0.6% -7,123 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 434,480 $52.2M 0.93% +9,763 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 411,166 $51.3M 2.06% +29,257 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 425,399 $51.1M 1.46% -1,858 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 424,136 $51M 2.98% +7,450 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 419,185 $50.4M 11.41% +8,745 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 418,852 $50.3M 2.9% -884 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 411,692 $49.5M 4.06% -2,641 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 410,625 $49.3M 7.73% +14,670 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 409,694 $49.2M 5.94% +26,645 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 406,259 $48.8M 6.67% +4,883 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 403,124 $48.4M 0.03% -209,891 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 402,981 $48.4M 1.44% +30,070 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 398,139 $47.8M 3.3% +9,108 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 397,694 $47.8M 0.41% -71,287 13F-HR Timeline Group UNITED BANK More: the full row for UNITED BANK 392,478 $47.2M 6.23% +1,861 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 391,727 $47.1M 0.36% 13F-HR/A Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 386,565 $46.5M 2.92% +11,493 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 386,355 $46.4M 13.29% +9,468 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 379,566 $45.6M 1.53% -14,765 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 365,335 $43.9M 1.73% +21,656 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 363,974 $43.7M 5.09% +13,366 13F-HR/A Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 361,383 $43.4M 7.23% +8,353 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 359,092 $43.2M 0.49% +228,370 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 358,440 $43.1M 4.67% +5,966 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 356,011 $42.8M 4.27% -21,865 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 354,917 $42.7M 0.6% +272 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 352,839 $42.4M 9.83% +73,957 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 350,751 $42.2M -46,451 Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 348,630 $41.9M 5.28% +969 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 345,308 $41.5M 0.23% -4,864 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 344,276 $41.4M 2.85% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 344,144 $41.4M 0.11% +65,643 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 338,007 $40.6M 2.56% +2,422 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 337,069 $40.5M 2.24% +9,627 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 336,566 $40.4M 1.35% -126,496 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 333,976 $40.1M 16.14% -8,673 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 333,090 $39.9M 6.42% -1,340 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 332,064 $39.9M 0.21% 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 331,021 $39.8M 11.66% -17,674 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 327,185 $39.3M 3.3% +8,103 13F-HR Timeline Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 320,950 $38.6M 10.96% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 318,455 $38.3M 2.16% +16,998 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 317,909 $38.2M 3.14% -39,492 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 315,394 $37.9M 3.11% +55,693 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 313,403 $37.7M 0.03% -138,363 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 311,808 $37.5M 0.27% +189,939 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 307,836 $37M 0.52% +42,677 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 307,520 $37M 1.35% +11,805 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 307,194 $36.9M 2.82% -409 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 302,036 $36.3M 11.1% +2,144 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 301,817 $36.3M 9.06% -346 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 300,813 $36.2M +1,763 Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 309,086 $36.2M 3.31% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 289,453 $36.1M 0.75% -9,939 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 292,955 $35.9M 3.45% -28,798 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 292,917 $35.2M 3.73% +9,020 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 288,162 $34.6M 0.43% -20,361 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 285,100 $34.3M 4.18% -2,571 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 283,818 $34.1M 1.52% -103,741 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 282,441 $33.9M 0.52% +34,016 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 281,684 $33.9M 2.11% -37,089 13F-HR Timeline Summit Financial Strategies, Inc. 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More: the full row for Hudock, Inc. 270,842 $32.5M 4.8% +1,323 13F-HR Timeline