MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 22,517,204 $1.51B 0.1% +970,621 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/ 20,191,112 $1.36B 0.11% +235,398 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 16,204,640 $1.09B 0.15% +473,623 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,611,308 $713M +255,048 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,656,203 $515M 0.33% +74,007 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,922,513 $465M 10.04% +165,770 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,662,747 $448M 0.09% +403,305 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,092,301 $410M 0.14% +130,836 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5,508,749 $370M 16.4% -118,221 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,007,831 $337M 0.01% +1,124,955 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,831,180 $325M 1.02% +9,040 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,276,978 $287M 6.38% +393,831 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,193,154 $282M 0.74% +161,364 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3,977,486 $267M 6.63% -68,905 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,974,449 $267M 1.34% -20,706 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,745,687 $252M 0.32% +1,185,559 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,430,347 $231M 5.21% +89,890 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 3,285,744 $221M 6.7% +205,031 13F-HR Timeline Group Sanders Capital, LLC More: the full row for Sanders Capital, LLC 3,175,284 $213M 0.29% -2,153,435 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,995,789 $201M 0.2% +179,918 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,901,214 $195M 0.34% +218,762 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,848,868 $192M 0.06% +333,457 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,815,408 $189M +240,138 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,571,824 $173M 0.31% +59,445 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,572,625 $173M 0.13% +129,710 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,452,896 $165M 0.03% +58,576 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,411,756 $162M 0.24% -19,996 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,310,042 $155M 1.4% +128,938 13F-HR Timeline Euclidean Capital LLC More: the full row for Euclidean Capital LLC 2,142,684 $144M 47.11% +150,800 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,136,404 $144M 0.09% +323,209 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,089,623 $140M 0.03% +172,527 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,079,868 $140M 0.79% +18,412 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,055,577 $138M 0.38% +54,001 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,028,672 $136M 0.3% +119,318 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,978,324 $133M 5.42% +8,154 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,967,121 $132M 0.03% +31,813 13F-HR/A Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,926,907 $130M 6.89% -150,198 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,872,406 $127M 0.28% +256,286 13F-HR/A Timeline Group Strid Group, LLC More: the full row for Strid Group, LLC 1,666,152 $112M 15.75% -464,848 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,593,877 $107M 0.14% -18,891 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,593,270 $107M 0.18% -117,111 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,560,204 $105M 0.14% +19,452 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,469,579 $98.8M 0.13% +74,646 13F-HR/A Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,382,348 $92.7M 9.35% -144,963 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,376,609 $92.5M 0.08% +18,509 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,325,936 $89.1M 0.11% +3,972 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,198,975 $80.6M 0.01% +144,133 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 1,171,715 $78.8M 8.18% -16,800 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,166,389 $78.4M 7.43% +30,734 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,128,197 $75.8M 0.13% +35,894 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 1,089,100 $73.2M 0.54% +586,000 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 1,086,820 $73.1M 11.19% +33,597 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 984,996 $66.2M 7% -84,148 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 967,468 $65M 0.05% +161,185 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 949,121 $63.8M 0.92% +48,470 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 943,219 $63.4M 0.51% -30,592 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 940,028 $61.7M 4.58% +55,196 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 916,012 $61.6M 8.46% -147,292 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 902,503 $60.7M 0.18% -64,331 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 903,289 $60.1M 0.11% +33,891 13F-HR/A Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 893,094 $60M 2.53% -58 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 867,006 $58.3M 4.03% -4,183 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 861,940 $57.9M 3.45% -42,129 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 820,634 $55.2M 0.13% +11,695 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 784,671 $52.7M 0.71% -4,971 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 762,109 $51.2M 0.56% +19,717 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 759,796 $51.1M 12.92% +6,814 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 754,621 $50.7M 1.31% +3,018 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 752,025 $50.6M 6.73% +4,158 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 750,406 $50.4M 29.75% +19,462 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 729,727 $49.1M 0.01% -292,599 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 729,000 $49M 0.22% -40,800 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 727,063 $48.9M 0.17% +41,450 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 723,104 $48.6M 3.85% +66,143 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 681,756 $45.8M 0.55% +6,720 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 680,291 $45.7M 0.2% +536,420 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 668,916 $45M 1.17% +25,460 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 668,182 $44.9M 0.26% -4,797 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 653,201 $44.1M 4.49% -6,817 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 649,338 $43.6M 0.29% -273,175 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 647,907 $43.6M 0.61% +8,435 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 639,394 $43M 1.39% +140,767 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 637,435 $42.8M +84,863 Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 634,500 $42.7M 8.72% -119,400 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 627,906 $42.2M 2.6% -9,615 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 627,591 $42.2M 7.23% +21,077 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 622,577 $41.8M 0.45% -1,725 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 620,182 $41.7M 3.08% +13,255 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 613,280 $41.2M +196,095 Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 610,106 $41M 9.6% +13,067 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 604,707 $40.6M 0.51% +12,017 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 602,218 $40.5M 3.64% -21,807 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 580,146 $39M 0.09% +56,297 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 580,120 $39M 0.04% +228,637 13F-HR/A Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 570,071 $38.3M 9.87% -7,903 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 552,570 $37.1M 7.15% +43,506 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 548,781 $36.9M 1.98% +478,933 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 547,596 $36.8M 3.11% -36,057 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 532,707 $35.8M 0.66% -1,020 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 513,836 $34.5M 0.11% -1,200 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 512,822 $34.5M 0.8% -5,473 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 510,196 $34.3M 16.04% +15,177 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 503,888 $33.9M 16.82% +409 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 490,375 $33M 3.58% -13,942 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 477,262 $32.1M 6.41% -450 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 472,663 $31.8M -562 Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 469,078 $31.5M 8.47% +195,161 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 467,099 $31.4M 2.67% +26,741 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 462,607 $31.1M 0.02% +7,064 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 449,168 $30.2M 1.97% +1,886 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 449,134 $30.2M 8.74% +291,287 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 443,063 $29.9M 10.71% +18,456 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 443,356 $29.8M 2.47% +26,475 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 434,521 $29.2M 0.21% -8,343 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 431,699 $29.2M 0.05% -48,215 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 428,716 $28.8M 0.01% +6,237 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 424,250 $28.5M 0.1% +259,212 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 423,761 $28.5M 9.85% -24,449 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 422,097 $28.4M 4.13% +3,520 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 414,126 $27.8M 11.93% -9,013 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 414,007 $27.8M 11.68% +5,332 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 408,000 $27.4M 15.31% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 404,359 $27.2M 0.94% -3,798 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 402,732 $27.1M 19.37% 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 401,641 $27M 8.34% -4,370 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 396,113 $26.6M +51,381 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 397,015 $25.5M 0.1% +65,425 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 375,757 $25.3M 7.95% -6,466 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 375,448 $25.2M 0.27% +167,230 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 364,732 $24.5M 2.64% -1,811 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 358,858 $24.1M 1.83% +14,205 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 348,848 $23.4M 0.04% -1,752 13F-HR Timeline Group Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 348,618 $23.4M 9.89% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 345,135 $23.2M 0.11% +3,397 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 343,250 $23.1M 0.37% -47,936 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 338,827 $22.8M 2.32% +16,510 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 336,383 $22.6M 0.27% -5,741 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 327,792 $22M 0.7% +3,048 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 326,646 $22M 4.01% +16,573 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 325,010 $21.8M 0.18% +157,073 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 324,883 $21.8M 4.15% -325,183 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 311,953 $21M 4.78% +159,729 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 308,109 $20.7M 0.23% +5,193 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 299,573 $20.1M 0.58% -14,399 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 298,280 $20.1M 3.43% +130 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 297,998 $20M 0.1% +12,625 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 295,689 $19.9M 3.58% +36,481 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 293,515 $19.7M 0.19% +225,592 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 292,235 $19.6M 1.48% +6,147 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 289,084 $19.4M 12.87% -1,519,515 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 286,400 $19.3M 0.17% -96,823 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 281,412 $18.9M 0.15% +29,854 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 281,226 $18.9M 5.7% +41,327 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 278,820 $18.7M 0.06% -12,720 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 276,738 $18.6M 0.21% +262,800 13F-HR Timeline Group TL Private Wealth More: the full row for TL Private Wealth 275,971 $18.4M 7.65% +3,930 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 271,990 $18.3M 0.03% +51,275 13F-HR Timeline Group DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 271,174 $18.2M 12.01% -1,986 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 268,293 $18M 15.21% +57,180 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 268,261 $18M 0.03% +15,716 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 264,599 $17.8M 0.83% +3,628 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 260,575 $17.5M 7.69% +2,306 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 260,193 $17.5M 12.95% +10,669 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 258,561 $17.4M 0.49% +36,739 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 254,009 $17.1M 0.23% +2,656 13F-HR Timeline Group Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 253,527 $17M 6.43% +3,844 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 253,498 $17M 0.29% +25,322 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 251,634 $16.9M 4.69% +1,608 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 251,073 $16.9M 0.24% -637 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 248,306 $16.7M 3.93% +7,540 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 246,864 $16.6M 4.34% -11,834 13F-HR/A Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 244,830 $16.5M 2.05% -4,388 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 243,654 $16.4M 0.73% +6,770 13F-HR Timeline Valley Financial Group, Inc. 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