BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,056,151 $1.23B 0.09% -181,826 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,780,404 $1.06B 0.06% +458,372 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,256,091 $749M 0.15% -5,575 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,088,416 $649M 0.08% -12,263 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,056,887 $630M 0.09% +189,187 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 998,110 $595M 0.71% -17,673 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 889,822 $530M 2.03% -7,422 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 788,274 $470M 0.31% +175,255 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. 714,972 $426M 0.26% -8,573 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 636,918 $380M 0.07% +26,326 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 529,533 $316M 0.1% +2,995 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 502,730 $300M 0.12% +1,879 13F-HR Timeline Group MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 340,000 $203M 4.03% -293,725 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 339,521 $202M 0.04% -97,975 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 334,973 $200M 0.01% -80,601 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 286,128 $171M 0.13% +22,323 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 257,129 $153M 0.05% -7,843 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 250,159 $149M 0.93% +1,144 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 237,914 $142M 0.16% +13,231 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 236,837 $141M 0.34% +114,376 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 235,580 $140M 0.22% -3,874 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 232,628 $139M 7.69% +704 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 217,689 $130M 12% -506 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 172,465 $103M 0.03% +254 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 171,927 $102M 0.02% -81 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 168,530 $100M 1.21% -917 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 163,905 $97.7M 0.14% +24,397 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 155,506 $92.7M 0.03% +144,063 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 154,349 $92M 0.07% -48,843 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 148,331 $88.4M 7.52% +4,763 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 128,786 $77.4M 0.88% -3,861 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 125,891 $75M 0.1% +3,052 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 123,960 $73.9M 0.12% -4,963 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 119,611 $71.3M 4.19% +442 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 116,467 $69.4M 2.27% -5,547 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 114,839 $68.4M 0.09% -3,882 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 112,824 $67.2M +18,770 Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 111,284 $66.3M 2.91% +55,902 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 108,905 $64.9M 0.06% +2,836 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 108,070 $64.4M 0.24% -850 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 105,201 $62.9M 2.89% -293 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 105,154 $62.7M 0.08% -211 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 93,225 $55.6M 0.08% +19,353 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 91,232 $54.4M 0.06% +22,099 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 89,998 $53.6M 1.01% -944 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 88,088 $52.5M 0.07% -13,469 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 87,927 $52.4M 1.72% -328 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 85,625 $51M 0.08% +4,672 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 82,742 $49.3M +607 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 77,101 $46M 0.12% -1,265 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 75,101 $44.8M 0.01% -2,154 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 75,050 $44.7M 1.67% 0 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 74,284 $44.6M 11.86% +4,041 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 71,760 $42.8M 0.09% -1,509 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 70,018 $41.7M 1.53% +201 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 67,859 $40.8M 0.87% -207 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 67,000 $39.9M 4.46% -1,185 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 66,230 $39.5M 0.51% +2,015 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 63,632 $37.9M 4.4% +1,819 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 61,713 $36.9M 0.49% -95 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 60,281 $35.9M 2.75% -15 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 59,962 $35.7M 0.91% -163 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 59,770 $35.6M 0.49% -1,011 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 58,366 $34.8M 0.46% -781 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 57,069 $34.1M 0.14% +18,985 13F-HR Timeline Group Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 54,950 $32.8M 10.2% +1,675 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 53,592 $31.9M 0.42% -4 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 53,046 $31.6M 0.34% -2,501 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 52,656 $31.4M 0.06% +1,862 13F-HR Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 50,510 $30.1M 0.9% -397 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 50,119 $29.9M 2.85% -316 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 50,000 $29.8M 0.06% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 49,634 $29.6M 0.05% -1,542 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 47,144 $28.1M 0.07% -2,960 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 46,719 $27.8M 4.54% -1,284 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 46,682 $27.8M 0.41% -333 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 44,747 $26.8M 0.7% -155 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 44,302 $26.4M 10.14% -400 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 43,817 $26.1M 12.53% -74 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 43,335 $25.8M 2.72% -5,988 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 41,928 $25M 1.26% -450 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 41,707 $24.9M 0.04% +2,475 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 41,552 $24.8M 0.09% -2,759 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 40,158 $23.9M 0.05% -42,322 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 39,616 $23.6M +3,898 Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 38,596 $23M 0.76% -1,589 13F-HR Timeline Group BASSWOOD CAPITAL MANAGEMENT, L.L.C. More: the full row for BASSWOOD CAPITAL MANAGEMENT, L.L.C. 38,082 $22.7M 1.05% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 37,794 $22.6M 0.41% -139 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 37,030 $22.1M 0.08% -67,810 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 36,722 $21.9M 0.18% +311 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 36,687 $21.9M 0.33% -5,301 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 35,820 $21.3M 1.13% -319 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 35,427 $21.1M 0.02% +26,876 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 34,767 $20.7M <0.01% +3,502 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 33,618 $20M 0.81% +2,720 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 33,331 $19.9M 0.88% -176 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 32,194 $19.2M 1.25% -43 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 31,993 $19.1M 0.01% +15,488 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 31,573 $18.8M +8,529 Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 31,461 $18.8M 0.45% -1,475 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 31,356 $18.7M 0.34% -580 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 31,208 $18.6M 1.19% +30,758 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 31,178 $18.6M 3.57% +372 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 30,795 $18.4M 8.73% -1,033 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,979 $17.9M 2.87% +400 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 29,796 $17.8M 0.02% -8,477 13F-HR Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 28,835 $17.2M 6.12% +481 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,554 $16.4M 0.05% +177 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 27,199 $16.2M 0.05% +101 13F-HR Timeline Group Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 26,601 $15.9M 2.71% -2,278 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 26,513 $15.8M 0.09% +59 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 25,355 $15.1M 0.27% -109 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,104 $15M 0.02% +5,870 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 24,942 $14.9M 2.68% +117 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 24,770 $14.8M -4,057 Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 24,666 $14.7M 0.98% -940 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 24,058 $14.3M 0.16% -5,106 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 23,950 $14.3M 0.06% +2,380 13F-HR/A Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 23,750 $14.2M 0.07% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,475 $14M 0.04% -364 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 23,300 $13.9M 0.07% -25,100 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 22,948 $13.7M 3.52% -198 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,354 $13.3M 0.08% -2,472 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,049 $13.1M 0.01% +9,335 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 21,492 $12.8M 1.93% +101 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 21,225 $12.7M 0.78% -166 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 21,099 $12.6M 1.18% -571 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 20,775 $12.4M 0.21% -601 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,502 $12.2M 0.07% +163 13F-HR/A Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 20,189 $12M 1.83% -65 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 19,893 $11.9M 0.22% -209 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 19,786 $11.8M 3.9% -15 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 186,154 $11.8M 1.88% +186,121 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 19,643 $11.7M 0.05% +2,275 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 18,998 $11.3M 1.04% -716 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 18,969 $11.3M 0.36% -906 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 18,852 $11.2M 0.81% -255 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 18,760 $11.2M 6.28% 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 18,663 $11.1M 2.7% -48 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 18,414 $11M 0.52% +1,202 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 18,418 $11M 0.65% -493 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 17,289 $10.3M 2.22% +153 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 17,189 $10.3M 7.48% -39 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 17,129 $10.2M 0.06% -82 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 17,097 $10.2M 1.26% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 17,092 $10.2M 3.4% -35 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 17,084 $10.2M 0.21% +53 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 17,068 $10.2M 0.03% +2,851 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 16,773 $10M 0.56% -1 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,618 $9.9M 0.2% +617 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 16,061 $9.57M 0.99% -564 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,051 $9.57M 0.64% -475 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 16,045 $9.56M 0.82% -237 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,026 $9.55M 0.03% +1,285 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 16,021 $9.55M 5.19% -12 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 15,999 $9.54M 0.04% -55 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 15,950 $9.51M 0.06% +3,289 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 15,860 $9.45M 4.13% +108 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 15,857 $9.45M 1.36% -314 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 15,808 $9.42M 1.2% -30 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,742 $9.38M 0.03% -279 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 15,694 $9.35M 0.35% -379 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 15,684 $9.35M 0.14% -150 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,429 $9.2M 0.11% -930 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 15,340 $9.14M 0.5% -110 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 15,243 $9.09M 0.12% -135 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 15,218 $9.07M 0.66% -1,254 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 14,982 $8.93M 0.29% +955 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 14,905 $8.88M 0.74% +219 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,893 $8.88M 0.05% -435 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 14,296 $8.52M <0.01% -4,999 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 14,223 $8.48M 0.02% -322 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 14,200 $8.46M <0.01% 0 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,137 $8.43M 1.78% -275 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 14,068 $8.38M 1.32% -190 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13,936 $8.31M 2.47% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 13,921 $8.3M 1.43% -150 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 13,489 $8.04M -3,586 Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 13,488 $8.04M 0.34% -245 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 13,339 $7.95M 3.41% +309 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 13,247 $7.92M 3.57% -542 13F-HR Timeline Busey Bank More: the full row for Busey Bank 12,968 $7.73M 0.22% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 12,910 $7.69M 1.96% -100 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 12,844 $7.66M 0.31% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,720 $7.58M 0.48% -200 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 12,701 $7.57M 1.07% +32 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 12,640 $7.53M 0.09% +1,086 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 12,447 $7.42M 0.87% +122 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,210 $7.28M 0.07% +520 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 12,000 $7.15M 1.3% +1,000 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,939 $7.12M 0.25% -263 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 11,764 $7.01M 0.07% -1,745 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 11,737 $7M 0.98% -920 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 11,725 $6.99M 0.12% -135 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,592 $6.91M 0.03% -251 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 11,541 $6.88M 0.83% -198 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,438 $6.82M 0.14% -451 13F-HR/A Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 11,372 $6.78M 2.63% +36 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,314 $6.74M 0.03% +1,257 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 11,282 $6.72M 0.32% 13F-HR Timeline