MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 21,546,583 $1.31B 0.09% -384,797 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 19,955,714 $1.21B 0.11% -366,808 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,731,017 $954M 0.14% -192,837 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,356,260 $628M +499,180 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,582,196 $460M 0.24% -605,000 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,756,743 $410M 9.83% +68,815 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,259,442 $380M 0.08% +588,776 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,961,465 $362M 0.14% +13,106 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5,626,970 $341M 16.72% +70,048 13F-HR/A Timeline Sanders Capital, LLC More: the full row for Sanders Capital, LLC 5,328,719 $323M 0.48% +55,011 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,822,140 $293M 0.97% -1,379,573 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4,046,391 $245M 6.51% -120,404 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,031,790 $245M 0.69% -319,569 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,995,155 $242M 1.22% -551,178 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,883,147 $236M 5.83% +51,690 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,882,876 $236M <0.01% +354,397 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,340,457 $203M 5.68% -19,445 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 3,080,713 $187M 6.02% -12,613 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,815,871 $171M 0.18% +603,224 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,682,452 $163M 0.31% +196,027 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,575,270 $156M +309,291 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,560,128 $155M 0.21% +70,513 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,515,411 $153M 0.06% -93,340 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,512,379 $152M 0.31% +158,647 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,442,915 $149M 0.13% +114,578 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,431,752 $148M 0.24% -79,003 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,394,320 $145M 0.03% +495,214 13F-HR/A Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,181,104 $132M 1.28% +168,408 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,131,000 $129M 20.07% +41,742 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,077,105 $126M 7.26% +20,757 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,061,456 $125M 0.75% +1,064,977 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,001,576 $121M 0.37% +43,072 13F-HR Timeline Euclidean Capital LLC More: the full row for Euclidean Capital LLC 1,991,884 $121M 45.4% +978,450 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,970,170 $120M 5.33% -585,783 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,935,308 $117M 0.03% +43,718 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,917,096 $116M 0.03% -108,225 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,909,354 $116M 0.29% +26,318 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,813,195 $110M 0.11% -297,658 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 1,808,599 $110M 46.16% new 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,710,381 $104M 0.18% -122,860 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,616,120 $98M 0.24% +43,965 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,612,768 $97.8M 0.14% +217,765 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,540,752 $93.5M 0.13% +58,224 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,527,311 $93.2M 10.28% +44,780 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,394,933 $84.6M 0.14% -115,620 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,358,100 $82.4M 0.08% +162,910 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,321,964 $80.2M 0.11% +40,136 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 1,188,515 $72.1M 2.22% +66,218 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,135,655 $68.9M 7.32% +373,832 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,092,303 $66.3M 0.13% +2,017 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,069,144 $64.9M 6.58% -12,487 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,063,304 $64.5M 10.38% -282,768 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,054,842 $64M <0.01% -1,958,727 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 1,053,223 $63.9M 10.69% +68,519 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,022,326 $62M 0.02% +447,743 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 973,811 $59.1M 0.5% -14,911 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 966,834 $58.6M 0.2% -198,815 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 922,513 $56M 0.43% -2,814,566 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 904,069 $54.8M 3.57% -30,613 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 900,651 $54.6M 0.8% +13,282 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 893,152 $54.2M 2.45% -75 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 871,189 $52.8M 3.97% +13,798 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 869,398 $52.7M 0.12% +88,517 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 884,832 $52.3M 4.27% +59,198 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 808,939 $49.1M 0.13% -26,286 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 806,283 $48.9M 0.04% +7,588 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 789,642 $47.9M 0.69% -52,884 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 769,800 $46.7M 0.23% 0 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 753,900 $45.7M 8.43% +26,600 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 752,982 $45.7M 12.67% +23,596 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 751,603 $45.6M 1.73% -39,607 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. St. Louis Trust Co More: the full row for St. Louis Trust Co 747,867 $45.4M 6.57% -8,650 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 742,392 $45M 0.55% +558,883 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 730,944 $44.3M 29.08% +38,648 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 685,613 $41.6M 0.17% -81,161 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 675,036 $40.9M 0.56% -170,599 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 672,979 $40.8M 0.25% +16,197 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 656,961 $39.9M 3.66% +14,132 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 650,066 $39.4M 6.86% +325,691 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 660,018 $39.3M 4.48% -16,410 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 643,456 $39M 1.1% +9,677 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 639,472 $38.8M 0.59% +79,643 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 637,521 $38.7M 2.52% +26,655 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 624,302 $37.9M 0.44% +26,397 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 624,025 $37.9M 3.65% -122,546 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 606,927 $36.8M 2.97% +77,230 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 606,514 $36.8M 7.1% +11,497 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 597,039 $36.2M 9.14% -14,170 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 592,690 $36M 0.5% +30,753 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 583,653 $35.4M 3.25% -32,249 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 577,974 $35.1M 9.66% +6,232 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 552,572 $33.5M +16,044 Timeline DAVIS R M INC More: the full row for DAVIS R M INC 533,727 $32.4M 0.65% -19,181 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 523,849 $31.8M 0.07% +152,429 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 518,295 $31.4M 0.81% -34,517 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 515,036 $31.2M 0.11% +101,714 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 509,064 $30.9M 6.33% +41,518 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 504,317 $30.6M 3.61% +42,815 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 503,479 $30.5M 14.73% -1,959 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 503,100 $30.5M 0.27% new 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 498,627 $30.2M 0.98% +299,699 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 495,019 $30M 15.95% +40,377 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 482,739 $29.3M 0.89% +3,563 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 479,914 $29.1M 0.06% -50,931 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 473,225 $28.7M +131 Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 477,712 $28.3M 6.1% -14,932 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 455,543 $27.6M 0.01% -2,904 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 448,210 $27.2M 9.87% +27,912 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 447,282 $27.1M 1.92% +3,644 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 442,864 $26.9M 0.23% -132,606 13F-HR/A Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 440,358 $26.7M 2.58% +407,836 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 424,607 $25.8M 10.61% -2,216 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 423,139 $25.7M 12.01% +12,696 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 422,479 $25.6M 0.01% -21,477 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 418,577 $25.4M 4.05% -2,436 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 417,185 $25.3M -24,485 Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 416,881 $25.3M 2.36% +18,673 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 408,675 $24.8M 11.25% 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 408,157 $24.8M 0.94% -5,235 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 408,000 $24.7M 13.34% 0 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 406,011 $24.6M 8.33% +10,887 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 391,186 $23.7M 0.47% -5,458 13F-HR Timeline Group Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 386,512 $23.4M 6.52% +105,846 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 385,719 $23.4M 0.02% +18,541 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 383,223 $23.2M 0.21% -21,268 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 382,223 $23.2M 8.29% +20,908 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 366,543 $22.2M 2.51% +5,308 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 356,499 $21.6M 0.02% +246,787 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 351,483 $21.3M 0.03% +321,947 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 350,600 $21.3M 0.04% -25,075 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 344,732 $20.9M -85,451 Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 344,653 $20.9M 1.7% +222,067 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 342,124 $20.7M 0.29% -4,289 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 341,738 $20.7M 0.11% -30,917 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 331,590 $20.1M 0.09% +26,219 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 324,744 $19.7M 0.68% +2,872 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 322,317 $19.6M 2.13% +9,965 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 313,972 $19M 0.67% +98,368 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 310,073 $18.8M 3.83% +804 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 302,916 $18.4M 0.22% +19,955 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 298,150 $18.1M 3.49% -3,346 13F-HR/A Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 291,540 $17.7M 0.06% -13,781 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 285,373 $17.6M 0.1% +980 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 286,088 $17.4M 1.38% +47,540 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 273,917 $16.6M 4.92% +47,069 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 273,160 $16M 12.19% +17,792 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 260,971 $15.8M 0.81% +6,189 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 259,063 $15.7M 0.09% -19,668 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 258,698 $15.7M 4.44% +1,595 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 258,269 $15.7M 7.27% +358 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 251,558 $15.5M 0.16% +4,046 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 252,545 $15.3M 0.03% +6,076 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 251,710 $15.3M 0.22% -2,921 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 251,353 $15.2M 0.22% +2,160 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 259,208 $15.2M 3.34% -18,199 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 250,026 $15.2M 4.56% -33,830 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 249,683 $15.1M 6.16% +5,017 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 249,524 $15.1M 12.32% +10,701 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 249,218 $15.1M 2.1% -10,807 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 272,041 $14.7M 7.3% +975 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 242,204 $14.7M 0.67% +301 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 240,766 $14.6M 3.83% -566 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 231,606 $14.6M 0.7% +11,186 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 239,899 $14.6M 4.84% +62,520 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 239,362 $14.5M +193,537 Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 236,884 $14.4M 0.69% -5,375 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 234,421 $14.2M 1.25% +535 13F-HR Timeline Group Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 233,441 $14.2M 9.4% +21,989 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 231,400 $14M 0.3% +7,056 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 230,044 $14M 0.47% +4,354 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 228,176 $13.8M 0.26% -28,853 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 224,770 $13.6M 0.98% +19,379 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 221,822 $13.5M 0.41% +23,729 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 221,659 $13.4M <0.01% +45,357 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 220,715 $13.4M 0.02% -3,610 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 219,793 $13.3M 0.23% -306 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 219,336 $13.3M 0.16% -4,978 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 217,265 $13.2M 0.32% -36,700 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 215,888 $13.1M 0.44% +20,622 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 215,674 $13.1M 7.9% -35,041 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 212,234 $12.9M 4.09% -3,573 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 212,032 $12.9M 0.95% -7,971 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 211,113 $12.8M 11.97% -11,585 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 210,645 $12.8M 3.28% +6,584 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 208,218 $12.6M 0.14% +9,013 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 206,555 $12.5M 3.68% -2,516 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 204,924 $12.4M 0.29% +7,140 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 203,402 $12.3M 12.47% +14,293 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 200,304 $12.2M 6.02% -500 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 200,081 $12.1M 0.05% -13,855 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 198,329 $12M 5.67% +7,342 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 195,964 $12M 0.81% +454 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 191,402 $11.6M 1.46% +8,415 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 187,575 $11.4M 3.32% +7,967 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 185,706 $11.3M 0.07% -21,220 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 184,958 $11.2M 5.35% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 183,052 $11.1M 0.08% +4,595 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 181,799 $11M 0.14% +64,626 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 181,281 $11M 0.31% +1,445 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 180,417 $10.9M 0.42% +6,141 13F-HR Timeline