BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 34,544,341 $2.89B 0.19% -25,172 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,422,899 $1.96B 0.1% -1,862,145 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 17,501,234 $1.47B 0.17% -33,076 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,379,417 $953M +215,821 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,345,031 $783M 0.14% -162,807 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 8,864,994 $742M +429,200 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,377,441 $702M 0.35% +130,516 13F-HR Timeline Group Sanders Capital, LLC More: the full row for Sanders Capital, LLC 7,839,638 $657M 0.66% -2,140,071 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,647,741 $640M 10.7% +95,258 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,038,102 $506M 0.14% -524,056 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,663,893 $474M 7.6% +128,689 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5,351,291 $402M 14.69% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,774,332 $400M 1.46% +183,686 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,722,854 $396M 0.87% -134,422 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,479,218 $375M 0.98% +310,593 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,225,027 $354M 0.23% +4,200,054 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,175,467 $350M 0.48% +365,311 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 4,033,162 $338M -1,556,123 Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 4,031,278 $338M -30,689 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,002,385 $335M 0.08% +282,035 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,923,687 $329M 0.4% +339,481 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,867,900 $324M 0.63% -151,321 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,710,153 $307M 0.12% +241,653 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,617,288 $303M 0.29% -35,204 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,605,788 $302M 0.25% +41,437 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3,595,668 $301M 6.71% -201,015 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,511,693 $294M 3.22% +59,473 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 3,294,439 $276M 7.06% -21,265 13F-HR Timeline Group Euclidean Capital LLC More: the full row for Euclidean Capital LLC 3,243,484 $272M 61.76% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,242,810 $272M 4.77% +138,004 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,120,596 $261M 0.03% +104,702 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,026,677 $253M 0.39% +156,711 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,877,438 $241M 1.76% +85,887 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,381,092 $199M 0.03% +101,476 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,188,030 $183M 6.61% +38,325 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,142,078 $179M 0.27% +10,732 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,125,680 $178M 0.27% -6,406 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,052,412 $172M 0.1% -207,739 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,970,429 $165M 0.2% -95,927 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,836,963 $154M 8.55% -4,600 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,817,910 $151M 0.01% +366,703 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,681,317 $141M 0.18% +62,787 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,668,213 $139M 12.22% +185,998 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,648,027 $138M 5.96% +1,488,591 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,588,463 $133M 0.18% +21,305 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,549,459 $130M 0.07% +429,073 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,497,894 $125M 0.07% +27,009 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,495,923 $125M 0.14% +24,366 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 1,483,276 $124M 2.39% -9,865 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,480,459 $124M 0.15% +175,779 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,356,911 $114M 0.2% +663,355 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,355,390 $114M 0.63% +87,627 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,335,201 $112M 12.41% -190,561 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,322,127 $111M 0.1% +46,629 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,256,007 $105M 7.95% -8,711 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,165,916 $97.6M 11.7% +10,659 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,147,363 $96.1M 0.64% +1,124,036 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,139,409 $95.4M 0.54% +116,749 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,105,563 $92.6M 0.02% +28,516 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,081,105 $90.5M 0.99% +23,711 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,080,367 $90.5M 4.17% -6,897 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,034,551 $86.6M 0.5% +158,093 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 966,392 $80.9M 0.17% +164,857 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 942,675 $78.9M 0.1% +428,757 13F-HR/A Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 926,244 $77.6M 7.36% -23,434 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 921,792 $77.2M 5.74% +35,583 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 918,218 $76.9M 4.36% +13,347 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 911,846 $76.4M 2.2% -64,873 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 881,721 $73.8M 2.47% +1 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 826,889 $69.3M 30.49% +8,641 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 826,521 $69.2M 12.88% -24,476 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 825,291 $69.1M 1.46% +2,780 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 789,158 $66.1M 3.83% -2,644 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 816,019 $64.9M 0.19% +413,701 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 758,447 $63.5M 0.76% +20,535 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 752,152 $63M 3.49% +27,245 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 747,233 $62.6M 0.62% +25,273 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 742,668 $62.2M +11,113 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 736,879 $61.7M 0.46% +1,616 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 735,314 $61.6M 0.87% +134,150 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 729,000 $61.1M 0.19% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 728,761 $61M 12.47% +140 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 728,304 $61M 3.1% +7,202 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 731,842 $60.5M 12.22% -13,828 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 722,555 $60.5M 7.91% +119,734 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 703,974 $59M 0.51% -18,637 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 687,071 $57.5M 1.63% +90,920 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 677,192 $56.7M 11.45% +11,978 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 666,830 $55.8M 0.28% -54,575 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 648,662 $54.3M -2,101 Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 647,813 $54.3M 0.66% -14,328 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 644,290 $54M 6.9% +5,121 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 642,970 $53.8M 4.61% -805 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 641,976 $53.8M 0.12% +99,482 13F-HR/A Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 632,426 $53M 6.76% -11,887 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 626,665 $52.5M 0.16% +16,739 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 618,221 $51.8M 0.02% +138,704 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 611,043 $51.2M +1,190 Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 592,813 $49.6M 1.62% -3,460 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 592,109 $49.6M 16.75% +26,251 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 590,635 $49.5M 0.53% -49,851 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 569,179 $47.7M 0.02% +23,584 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 551,579 $46.2M 2.75% +25,631 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 549,176 $46M 9.81% -7,355 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 547,454 $45.8M 0.93% +7,262 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 537,491 $45M 1.54% +215,500 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 535,806 $44.9M 0.86% -8,373 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 533,277 $44.7M 7.21% +15,464 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 528,051 $44.2M 0.7% -3,287 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 525,305 $44M 3.54% +10,020 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 519,246 $43.5M 17.92% +14,682 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 512,510 $42.9M 16.62% -15,686 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 509,600 $42.7M 8.95% +17,300 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 499,018 $41.8M 0.04% +3,316 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 482,791 $40.4M 8.83% -22,186 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 480,527 $40.2M 2.57% +5,770 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 473,829 $39.7M 3.51% -14,346 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 471,800 $39.5M +30,929 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 470,251 $39.4M 0.01% +43,168 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 465,659 $39M 0.11% +125,280 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 462,478 $38.4M 8.92% -5,383 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 457,003 $38.3M 7.12% +44,132 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 445,596 $37.3M 10.25% +4,471 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 444,352 $37.2M 2.16% +1,987 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 436,427 $36.5M 0.2% +589 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 486,369 $36.5M 0.01% +18,491 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 428,963 $35.9M 11.06% -1,793 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 428,053 $35.8M 0.1% +56,789 13F-HR Timeline Group Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 427,241 $35.8M 21.36% new 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 425,716 $35.7M 12.49% -10,328 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 416,876 $34.9M 3.77% +3,843 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 406,507 $34M 0.8% +14,900 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 404,746 $33.9M 0.8% +19,438 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 395,161 $33.1M <0.01% +14,831 13F-HR Timeline Group Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 393,517 $33M 19.53% -1,915 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 390,746 $32.7M 8.67% -5,688 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 390,000 $32.7M 17.04% 0 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 389,761 $32.6M 5.13% -71,354 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 389,362 $32.6M 0.86% -2,913 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 388,857 $32.6M 1.25% +16,653 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 371,365 $31.1M 3.83% -1,538 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 370,087 $30.9M 0.05% +4,787 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 366,569 $30.7M 0.37% +15,636 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 366,231 $30.7M 0.16% +45,257 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 364,881 $30.6M 0.12% -13,098 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 363,890 $30.5M 3.11% +740 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 362,143 $30.3M 0.05% +7,940 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 359,801 $30.1M 2.66% +4,011 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 346,950 $29.1M 0.38% +55,619 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 346,676 $29M 3.04% +18,907 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 345,090 $28.9M 0.12% -2,727 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 341,617 $28.6M 1.05% +8,710 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 337,364 $28.3M 1.9% +3,100 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 331,976 $27.8M 0.04% -1,730 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 329,660 $27.8M 0.27% -12,009 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 331,741 $27.8M 0.69% -1,234 13F-HR Timeline KB Prvo drustvo za upravuvanje so zadol… More: the full row for KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 331,700 $27.8M 5.37% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 330,947 $27.7M +162,657 Timeline Optas, LLC More: the full row for Optas, LLC 327,959 $27.5M 3.85% +888 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 324,654 $27.2M 6.85% -5,477 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 324,485 $27.2M 0.34% +80,295 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 320,764 $26.9M 0.03% +16,734 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 318,315 $26.7M 1.67% +13,350 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 314,394 $26.3M 0.98% 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 307,490 $25.8M 0.31% +85,967 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 306,762 $25.7M 4.78% +14,645 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 304,741 $25.4M 0.7% +115,152 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 301,273 $25.2M 11.59% +14,884 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 296,782 $24.9M 7.74% +19,506 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 296,966 $24.6M 3.57% +4,861 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 291,927 $24.4M 3.3% -202 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 291,762 $24.4M 1.47% -46,311 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 283,440 $23.7M 0.1% -49,753 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 285,301 $23.6M 2.32% +985 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 280,218 $23.5M 5.87% +11,909 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 276,897 $23.2M 13.12% +1,743 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 276,012 $23.1M 0.23% +28,854 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 274,906 $23M 0.11% +41,297 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 272,741 $22.8M 0.9% +2,724 13F-HR Timeline BARTLETT & CO. 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WEALTH MANAGEMENT LLC 271,049 $22.7M 0.28% +2,362 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 267,836 $22.4M 8.27% +2,029 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 263,320 $22.1M 0.86% +1,784 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 261,507 $21.9M 7.02% -647 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 256,459 $21.5M 0.13% -33,233 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 255,832 $21.4M 0.26% +1,152 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 255,461 $21.4M 4.3% +19,331 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 254,595 $21.3M 1.27% +29,533 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 251,892 $21.1M 0.61% +3,168 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 250,969 $21M 0.24% -3,371 13F-HR Timeline Group TL Private Wealth More: the full row for TL Private Wealth 252,301 $20.9M 7.67% -14,577 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 248,411 $20.8M 0.65% +32,003 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 247,293 $20.7M 0.07% -3,788 13F-HR Timeline Group Ballast, Inc. 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