BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 33,091,149 $2.43B 0.18% +9,126,417 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 22,631,718 $1.66B 0.1% -570,300 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 17,025,160 $1.25B 0.16% +354,349 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,622,877 $781M +280,879 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,924,696 $657M 0.13% +228,689 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,008,451 $589M 0.32% +324,035 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,430,169 $547M 10.32% +253,491 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,739,893 $496M -83,392 Timeline Sanders Capital, LLC More: the full row for Sanders Capital, LLC 6,463,079 $475M 0.55% -2,579,150 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,275,046 $462M 0.14% +87,964 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5,384,662 $396M 14.98% +49,004 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,240,708 $386M 7.1% +759,233 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,717,816 $347M 0.84% -57,759 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,542,145 $334M 1.42% +436,566 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,503,611 $331M 0.39% +3,102,829 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,038,583 $297M 0.68% -8,097 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,921,637 $288M <0.01% -57,605 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3,741,888 $275M 6.41% -66,970 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,681,575 $271M 0.3% -400,649 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,438,614 $253M 0.39% +221,613 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,425,295 $252M 0.07% +79,921 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,420,457 $252M +284,679 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,392,150 $250M 0.22% +276,535 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 3,387,018 $249M 7.28% +56,591 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,339,132 $246M 3.61% +66,977 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,124,733 $230M 0.34% +341,777 13F-HR Timeline Group Euclidean Capital LLC More: the full row for Euclidean Capital LLC 2,990,084 $220M 59.53% +411,900 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,976,271 $219M 4.3% +2,955,518 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,891,080 $213M 0.13% +197,054 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,723,302 $200M 1.64% +204,523 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,711,435 $199M 0.54% +445,170 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,648,382 $195M 0.27% +1,017,156 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,259,439 $166M 0.22% -27,576 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,258,124 $166M 0.02% -106,718 13F-HR/A Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,195,410 $161M 0.09% -11,175 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,140,987 $157M 0.3% +78,368 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,058,802 $151M 0.03% -173,570 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,026,675 $149M 5.67% +58,909 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,975,224 $145M 0.26% +55,410 13F-HR/A Timeline Group Harding Loevner LP More: the full row for Harding Loevner LP 1,918,731 $141M 1.24% +1,077,833 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,855,761 $137M 7.03% -54,064 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 1,690,359 $124M 7.87% +590,060 13F-HR Timeline Group Strid Group, LLC More: the full row for Strid Group, LLC 1,670,250 $123M 15.29% +12,590 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,647,797 $121M 0.16% +24,591 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,627,002 $118M 0.16% +546,162 13F-HR/A Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,458,886 $108M 10.33% +27,497 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 1,411,428 $104M 2.16% +578,965 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,401,087 $103M 0.07% +53,245 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,369,464 $101M 0.12% +30,064 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,274,607 $93.8M 0.1% -24,406 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,268,790 $93.3M 7.86% +32,300 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,231,566 $90.6M 0.01% -228,424 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,219,478 $89.7M 0.71% -985,264 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,143,369 $84.1M 11.35% +33,307 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,046,633 $77M 4.04% +34,717 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,025,935 $75.5M 0.49% -12,597 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,016,807 $74.8M 0.96% +23,687 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 994,257 $73.1M 0.05% +32,215 13F-HR/A Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 976,096 $72.1M 0.05% +906,520 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 974,254 $71.7M 2.72% +274 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 972,309 $71.5M 5.12% +938,426 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 960,114 $70.6M 7.01% -25,475 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 945,492 $69.5M 0.02% +126,073 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 923,254 $67.9M 2.09% +181,221 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 916,068 $67.4M 0.16% +23,726 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 880,541 $64.8M 3.78% -11,036 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 876,974 $64.5M 0.17% +68,035 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 870,639 $64M 5.65% -101,848 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 868,539 $63.9M 0.09% -176,718 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 840,955 $61.9M 0.5% +61,800 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 836,435 $61.5M 3.9% -10,051 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 816,339 $60M 1.39% +26,726 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 814,585 $59.9M 3.92% +34,880 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 795,236 $58.5M 29.83% +25,336 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 757,342 $55.7M 12.18% -11,465 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 750,558 $55.2M 11.76% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 746,676 $54.9M 0.42% -701 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 743,007 $54.7M 0.56% +6,022 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 736,821 $54.2M 0.18% +7,821 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 733,279 $53.9M 6.19% -18,899 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 729,561 $53.7M 0.59% +143,038 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 717,517 $52.8M 7.21% +19,682 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 715,363 $52.6M 0.11% +45,436 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 705,584 $51.9M -27,835 Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 690,557 $50.8M 0.19% +8,712 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 647,314 $50.3M 4.63% -3,018 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 680,341 $50M 0.27% +3,814 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 664,829 $48.9M 3.24% +43,208 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 651,491 $47.9M 11.72% +64,844 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 651,166 $47.9M <0.01% +601,027 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 648,987 $47.7M 6.99% +323,317 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 647,240 $47.6M 10.29% +10,686 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 643,712 $47.4M 0.6% +7,543 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 643,535 $47.3M 0.58% +3,578 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 641,374 $47.2M 1.67% +20,470 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 612,365 $45M +12,585 Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 596,366 $43.9M 7.12% +18,350 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 596,273 $43.9M 1.58% +3,460 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 563,899 $41.5M 9.87% -2,801 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 551,219 $40.5M 0.11% +36,591 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 547,144 $40.2M 1.86% -2,399 13F-HR Timeline Select Equity Group, L.P. More: the full row for Select Equity Group, L.P. 546,590 $40.2M 0.19% new 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 545,724 $40.1M 16.33% +26,375 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 540,697 $39.8M 0.88% +20,670 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 517,743 $39.2M 0.05% +70,181 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 518,114 $38.1M 0.66% -8,575 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 513,639 $37.8M 8.96% +16,863 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 513,222 $37.8M 2.88% -23,947 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 511,070 $37.6M 0.79% +18,597 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 510,200 $37.5M 8.57% -20,500 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 509,693 $37.5M 17.51% -2,300 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 508,833 $37.4M 3.02% +17,746 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 507,301 $37.3M 0.06% +19,077 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 497,130 $36.6M 0.42% +34,424 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 495,262 $36.4M 2.51% +19,046 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 488,238 $35.9M 3.54% -2,137 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 474,265 $34.9M +1,226 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 471,613 $34.7M 0.01% -17,446 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 466,879 $34.3M 6.21% -7,749 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 461,852 $34M 9.43% +252 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 456,838 $33.6M 0.01% +26,208 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 445,459 $32.8M 10.01% +8,660 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 439,470 $32.3M 2.01% -13,001 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 434,782 $32M 11.7% +13,973 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 429,601 $31.6M 12.21% +904 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 428,497 $31.5M 0.02% +269,074 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 425,102 $31.3M 4.1% +435 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 423,648 $31.2M 0.19% +42,181 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 416,465 $30.6M 0.1% -10,246 13F-HR/A Timeline Group Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 412,046 $30.3M 8.73% +59,617 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 408,000 $30M 16.01% 0 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 401,551 $29.5M 8.49% +650 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 398,083 $29.3M 0.17% -21,626 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 397,838 $29.3M 0.03% +79,752 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 396,591 $29.2M 0.91% -3,553 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 396,342 $29.2M 19.27% +630 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 390,601 $28.7M 7.29% +30,065 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 383,246 $28.2M 0.41% +83,825 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 382,504 $28.1M -7,477 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 376,684 $27.7M 0.12% +30,382 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 373,260 $27.5M 1.9% +9,172 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 369,840 $27.2M 5.71% +34,354 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 366,632 $27M 7.96% -6,277 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 366,513 $27M 2.73% -955 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 361,264 $26.6M 0.36% +14,461 13F-HR Timeline Group THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 354,958 $26.1M 10.76% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 353,197 $26M 0.1% +2,074 13F-HR Timeline Group Telos Capital Management, Inc. 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More: the full row for Ballast, Inc. 243,075 $17.9M 4.18% -6,253 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 243,036 $17.9M 14.22% -18,446 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 241,513 $17.8M 0.15% +76,145 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 241,116 $17.7M 5.25% +234,020 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 239,394 $17.6M 0.79% +3,865 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 230,800 $17.2M 0.03% 0 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 234,225 $17.2M 6.65% +41,607 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 233,742 $17.2M 0.24% -4,455 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 233,351 $17.2M 1.08% +4,782 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 228,755 $16.8M 0.06% +29,673 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 225,730 $16.6M 3.85% +25,384 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 222,300 $16.4M 0.21% -8,780 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 221,226 $16.3M 0.36% -1,874 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 221,221 $16.3M 0.45% +5,528 13F-HR Timeline