MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 21,931,380 $1.26B 0.09% +580,483 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 20,322,522 $1.17B 0.11% -1,050,143 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,923,854 $914M 0.13% -137,915 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,857,080 $566M -1,321,706 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,187,196 $470M 0.31% +74,967 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,687,928 $384M 8.85% +213,176 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,201,713 $356M 1.17% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,948,359 $341M 0.13% 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,670,666 $326M 0.07% -217,681 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5,556,922 $319M 15.92% +456,976 13F-HR Timeline Sanders Capital, LLC More: the full row for Sanders Capital, LLC 5,273,708 $303M 0.44% -8,442,979 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,546,333 $261M 1.26% -86,428 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,351,359 $250M 0.69% -1,598,072 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4,166,795 $239M 6.09% -1,753,747 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,831,457 $220M 5.36% +8,444 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 3,737,079 $215M 1.45% +2,726,479 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,528,479 $203M <0.01% +871,218 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,359,902 $193M 6.76% +130,094 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 3,093,326 $178M 5.71% +129,755 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,013,569 $173M 0.01% +174,614 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,608,751 $150M 0.06% +166,427 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,555,953 $147M 6.43% -1,617 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,510,755 $144M 0.23% -721,230 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,489,615 $143M 0.2% +129,031 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,486,425 $143M 0.27% +94,983 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,353,732 $135M 0.29% +91,342 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,328,337 $134M 0.13% +135,987 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,265,979 $130M +187,539 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,212,647 $127M 0.13% +91,618 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,110,853 $121M 0.12% -545,074 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,089,258 $120M 18.72% +35,141 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,056,348 $118M 6.83% +43,264 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,025,321 $116M 0.03% +157,946 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,012,696 $116M 1.13% +108,964 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,958,504 $112M 0.33% -130,228 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,899,106 $109M 0.02% -428,276 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,891,590 $109M 0.02% -117,891 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,883,036 $108M 0.31% +41,262 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,833,241 $105M 0.17% -24,540 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,572,155 $90.3M 0.23% -21,531 13F-HR Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,482,531 $85.1M 9.26% +68,226 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,482,528 $85.1M 0.12% -34,573 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,510,553 $82M 0.14% -51,197 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,395,003 $80.1M 0.1% -237,133 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 1,346,072 $77.3M 10.57% +27,612 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,337,283 $76.8M 0.12% +946,228 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,281,828 $73.6M 0.1% -25,676 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,195,190 $68.6M 0.07% -28,665 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,165,649 $66.9M 0.23% +77,838 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,142,195 $65.6M <0.01% +1,127,838 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 1,122,297 $64.4M 2.1% -5,678 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,090,286 $62.6M 0.13% -14,755 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,081,631 $62.1M 6.26% +32,452 13F-HR Timeline Euclidean Capital LLC More: the full row for Euclidean Capital LLC 1,013,434 $58.2M 7.9% +505,834 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 996,479 $57.2M 0.57% +64,653 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 988,722 $56.8M 0.58% -2,720 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 984,704 $56.5M 9.51% +69,055 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 934,682 $53.7M 3.46% +56,068 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 893,227 $51.3M 2.31% -1,519 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 887,369 $50.9M 0.69% +52,784 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 857,391 $49.2M 3.68% +20,443 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 845,635 $48.5M 0.68% -6,241 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 842,526 $48.4M 0.68% -1,273 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 835,225 $48M 0.13% -286,628 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 825,634 $46.1M 3.69% +38,619 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 798,695 $45.9M 0.04% +24,999 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 791,210 $45.4M 1.82% +4,490 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 780,881 $44.8M 0.1% +206,434 13F-HR/A Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 769,800 $44.2M 0.17% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 766,774 $44M 0.18% +274,003 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 761,823 $43.7M 4.55% +44,602 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 756,517 $43.4M 6.21% +5,408 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 746,571 $42.9M 3.63% -1,690 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 729,386 $41.9M 10.81% -15,990 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 727,300 $41.8M 8.05% 0 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 692,296 $39.7M 24.31% +1,865 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 676,428 $38.3M 4.3% -14,927 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 656,782 $37.7M 0.23% +165,983 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 642,829 $36.9M 5.86% +40,775 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 633,779 $36.4M 1.02% +1,854 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 615,902 $35.4M 3.29% -24,649 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 611,209 $35.1M 8.63% +5,891 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 610,866 $35.1M 2.35% +33,630 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 597,905 $34.3M 0.45% +45,393 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 595,017 $34.2M 7.02% -35,224 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 575,470 $33M 0.26% -71,079 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 574,583 $33M 0.01% +5,857 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 571,742 $32.8M 8.96% +8,136 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 561,937 $32.3M 0.44% +18,016 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 559,829 $32.1M 0.5% +10,288 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 556,242 $31.9M 3.66% +4,169 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 555,152 $31.9M 1.87% -745,059 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 552,908 $31.7M 0.62% -7,699 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 552,812 $31.7M 0.81% +23,315 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 536,528 $30.8M +36,075 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 530,845 $30.5M 0.06% +27,632 13F-HR/A Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 529,697 $30.4M 2.45% +39,183 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 505,438 $29M 15.09% +2,722 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 492,644 $28.3M 6.51% +9,681 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 479,176 $27.5M 0.9% -38,857 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 473,094 $27.2M +5,971 Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 467,546 $26.8M 5.8% +36,356 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 461,502 $26.5M 3.04% +110,000 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 458,447 $26.3M 0.01% +19,656 13F-HR Timeline Group Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 454,642 $26.1M 14.85% +70,576 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 443,956 $25.5M <0.01% -1,671 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 443,638 $25.5M 1.74% -5,083 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 441,670 $25.4M -74,102 Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 430,183 $24.7M +69,087 Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 426,823 $24.5M 9.89% -4,377 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 423,205 $24.3M +386,235 Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 421,013 $24.2M 3.84% -1,315 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 420,298 $24.1M 8.94% +65,667 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 413,392 $23.7M 0.87% +9,408 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 413,322 $23.7M 0.08% +43,816 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 410,443 $23.6M 11.09% +17,960 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 408,000 $23.4M 12.13% +150,000 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 404,491 $23.2M 0.21% -4,346 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 398,410 $22.9M +208,731 Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 398,208 $22.9M 2.14% +14,931 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 396,644 $22.8M 0.44% +1,726 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 395,124 $22.7M 7.6% +12,743 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 386,293 $22.2M 17.74% +23,426 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 375,675 $21.6M 0.04% -16,673 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 372,655 $21.4M 0.11% -8,970 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 371,420 $21.3M 0.05% +118,789 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 367,178 $21.1M 0.02% +106,384 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 361,315 $20.7M 8% +35,299 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 361,235 $20.7M 2.27% +1,682 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 346,413 $19.9M 0.26% +30,704 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 324,375 $18.6M 4.01% +3,552 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 321,872 $18.5M 0.67% -2,649 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 316,842 $18.2M 1.15% +250,657 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 312,352 $17.9M 1.91% +13,953 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 309,269 $17.8M 3.79% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 309,012 $17.7M 0.03% -134,228 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 305,371 $17.5M 0.08% +96,561 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 305,321 $17.5M 0.06% -2,642 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 301,496 $17.3M 3.55% +1,210 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 284,393 $16.7M 0.09% +262,174 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 283,856 $16.3M 4.89% +97,462 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 282,961 $16.2M 0.19% -80,888 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 280,666 $16.1M 4.43% -5,509 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 278,731 $16M 0.1% -11,200 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 277,407 $15.9M 3.09% +3,478 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 271,066 $15.6M 6.98% +6,843 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 260,025 $14.9M 1.98% -11,831 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 257,911 $14.8M 7.41% +3,746 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 257,103 $14.8M 4.22% +12,247 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 257,029 $14.8M 0.29% -1,009 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 255,368 $14.7M 11.07% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 254,782 $14.6M 0.75% +21,259 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 254,631 $14.6M 0.21% -493 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 253,965 $14.6M 0.34% +92,641 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 253,027 $14.5M 1.01% +223,872 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 250,715 $14.4M 8.93% +1,116 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 249,193 $14.3M 0.2% +826 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 247,512 $14.2M 0.17% +48,060 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 246,469 $14.2M 0.03% +16,791 13F-HR Timeline Group Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 244,666 $14M 5.7% +3,586 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 242,259 $13.9M 0.65% -660 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 241,903 $13.9M 0.91% -18,515 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 241,332 $13.9M 3.44% -10,457 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 238,823 $13.7M 11.56% 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 238,548 $13.7M 1.1% +10,670 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 233,886 $13.4M 1.1% +22,203 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 220,420 $13.1M 0.62% +15,505 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 226,848 $13M 4.37% -41,926 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 225,690 $13M 0.44% +1,078 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 224,344 $12.9M 0.27% -1,872 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 224,325 $12.9M 0.02% +29,372 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 224,314 $12.9M 0.14% +3,847 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 222,698 $12.8M 12.02% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 220,099 $12.6M 0.22% -2,064 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 220,003 $12.6M 0.92% -51,309 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 215,807 $12.4M 3.9% +3,083 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 215,604 $12.4M 0.35% +54,326 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 213,936 $12.3M 0.05% +7,227 13F-HR/A Timeline Valley Financial Group, Inc. 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More: the full row for Karpus Management, Inc. 198,928 $11.4M 0.34% +116,716 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 198,113 $11.4M 0.15% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 198,093 $11.4M 0.34% +11,650 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 197,784 $11.4M 0.26% +7,709 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 195,510 $11.2M 0.75% +3,814 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 195,266 $11.2M 0.36% +2,242 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 190,987 $11M 5.01% +6,751 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 189,109 $10.9M 11.02% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 186,170 $10.7M 0.16% -3,728 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 184,130 $10.6M 1.05% +138,430 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 183,509 $10.5M 0.16% +36,627 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 182,987 $10.5M 1.29% -1,734 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 179,836 $10.3M 0.28% +774 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 179,832 $10.3M 0.13% +46,192 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 179,608 $10.3M 3.06% +19,240 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 178,457 $10.2M 0.08% +30,945 13F-HR Timeline