BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 34,569,513 $2.6B 0.19% +1,478,364 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 25,285,044 $1.9B 0.11% +2,653,326 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 17,534,310 $1.32B 0.17% +509,150 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,163,596 $838M +540,719 Timeline Sanders Capital, LLC More: the full row for Sanders Capital, LLC 9,979,709 $749M 0.89% +3,516,630 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,507,838 $714M 0.14% +583,142 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 8,435,794 $634M +1,695,901 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,246,925 $619M 0.36% +238,474 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,552,483 $567M 10.77% +122,314 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,562,158 $493M 0.15% +287,112 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 5,589,285 $420M +2,168,828 Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,535,204 $416M 7.71% +294,496 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5,351,291 $402M 14.69% -33,371 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,857,276 $365M 0.89% +139,460 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,590,646 $345M 1.49% +48,501 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,168,625 $313M 0.9% +1,457,190 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 4,061,967 $305M new Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,019,221 $302M 0.75% -19,362 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,810,156 $286M 0.45% +371,542 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3,796,683 $285M 6.88% +54,795 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,720,350 $279M 0.07% +295,055 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,652,492 $274M 0.29% -29,083 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,584,206 $269M 0.38% +459,473 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,564,351 $268M 0.25% +172,201 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,452,220 $259M 3.3% +113,088 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,468,500 $253M 0.12% +577,420 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 3,315,704 $249M 7.21% -71,314 13F-HR Timeline Group Euclidean Capital LLC More: the full row for Euclidean Capital LLC 3,243,484 $244M 62.09% +253,400 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,104,806 $233M 4.56% +128,535 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,015,894 $226M 0.03% +757,770 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,869,966 $216M 0.35% +221,584 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,791,551 $210M 1.69% +68,249 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,279,616 $171M 0.03% +220,814 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,260,151 $170M 0.11% +64,741 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,149,705 $161M 6.38% +123,030 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,132,086 $160M 0.28% +156,862 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,131,346 $160M 0.28% -9,641 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,066,356 $155M 0.21% -193,083 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,841,563 $138M 7.31% -14,198 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,802,320 $131M 0.11% +826,224 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,618,530 $122M 0.17% -29,267 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,525,762 $115M 14.2% -144,488 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 1,493,141 $112M 2.45% +81,713 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,471,557 $111M 0.13% +102,093 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,470,885 $110M 0.07% +69,798 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,567,158 $110M 0.16% -59,844 13F-HR Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,482,215 $108M 10.76% +23,329 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,451,207 $106M 0.01% +219,641 13F-HR/A Timeline Group Harding Loevner LP More: the full row for Harding Loevner LP 1,399,374 $105M 1.08% -519,357 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,304,680 $98M 0.14% +436,141 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,275,498 $95.8M 0.1% +891 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,267,763 $95.2M 0.75% +48,285 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,264,718 $95M 8.29% -4,072 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,155,257 $86.8M 11.8% +11,888 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,120,386 $84.1M 0.05% +126,129 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,087,264 $81.7M 4.4% +40,631 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,077,047 $80.4M 0.02% +131,555 13F-HR/A Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,057,394 $79.4M 1.02% +40,587 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,022,660 $76.8M 0.5% -3,275 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 896,343 $74.3M 5.03% -75,966 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 976,719 $73.4M 2.29% +53,465 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 949,678 $71.3M 7.13% -10,436 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 937,620 $70.4M 0.19% +60,646 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 904,871 $68M 4.17% +90,286 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 886,209 $66.6M 5.8% +15,570 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 881,720 $66.2M 2.5% -92,534 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 876,458 $65.8M 0.49% +35,503 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 850,997 $63.9M 13.22% +100,439 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 822,511 $61.8M 1.43% +6,172 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 818,248 $61.5M 30.83% +23,012 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 801,535 $60.2M 0.17% -114,533 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 791,802 $59.5M 3.8% -44,633 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 745,670 $56.7M 12.64% -11,672 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 737,912 $55.4M 0.69% +240,782 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 735,263 $55.2M 0.42% -11,413 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 731,555 $55M +25,971 Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 729,000 $54.7M 0.2% -7,821 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 724,907 $54.4M 3.54% +60,078 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 724,403 $54.4M 6.35% -8,876 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 723,486 $54.3M 3.86% -157,055 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 722,611 $54.3M 0.54% -20,396 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 721,960 $54.2M 0.62% -7,601 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 721,405 $54.2M 0.3% +41,064 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 721,102 $54.2M 3.59% +593,891 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 728,621 $54.1M 12.76% +77,130 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 693,556 $52.1M 0.11% -21,807 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 643,775 $51.8M 4.65% -3,539 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 665,214 $50M 11.05% +17,974 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 662,141 $49.7M 0.67% +18,429 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 650,763 $48.9M +176,498 Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 644,313 $48.4M 7.14% -4,674 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 640,486 $48.1M 0.57% -3,049 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 639,169 $48M 6.66% -78,348 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 609,926 $45.8M 0.16% -80,631 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 609,853 $45.8M -2,512 Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 602,821 $45.3M 6.99% +6,455 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 601,164 $45.1M 0.71% +217,918 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 596,273 $44.8M 1.66% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 596,151 $44.8M 1.82% -45,223 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 565,858 $42.5M 16.66% +20,134 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 556,531 $41.8M 9.95% -7,368 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 545,595 $41M 0.02% +73,982 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 544,179 $40.9M 0.99% +33,109 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 542,494 $40.7M 0.11% -8,725 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 540,192 $40.6M 0.93% -505 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 531,338 $39.9M 0.71% +13,224 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 528,196 $39.7M 17.2% +18,503 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 525,948 $39.5M 2.7% +30,686 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 517,813 $38.9M 8.8% +127,212 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 515,285 $38.7M 3.43% +6,452 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 513,918 $38.6M 0.06% +6,617 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 504,977 $37.9M 9% -8,662 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 504,564 $37.9M 11.01% +149,606 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 495,702 $37.2M 0.04% +97,864 13F-HR Timeline Group Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 492,300 $37M 8.97% -17,900 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 488,175 $36.7M 3.64% -63 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 479,517 $36M 0.02% +51,020 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 467,861 $35.9M 9.4% +6,009 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 474,940 $35.7M 2.77% -38,282 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 474,757 $35.7M 2.5% +101,497 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 474,613 $35.6M 0.12% +58,148 13F-HR/A Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 461,115 $34.6M 5.99% -5,764 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 467,878 $34.4M 0.01% +368,173 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 442,365 $33.2M 2.14% +2,895 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 441,125 $33.1M 10.18% -4,334 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 440,871 $33.1M +58,367 Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 436,044 $32.7M 12.65% +6,443 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 435,838 $32.7M 0.2% +12,190 13F-HR Timeline Group Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 430,756 $32.3M 11.94% -4,026 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 427,083 $32.1M 0.01% -29,755 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 413,033 $31M 3.94% -12,069 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 412,871 $31M 6.41% +43,031 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 402,318 $30.2M 0.15% +4,235 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 396,434 $29.8M 8.69% -5,117 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 395,432 $29.7M 19.51% -910 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 392,275 $29.5M 0.84% -4,316 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 391,607 $29.4M 0.76% new 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 390,000 $29.3M 16.79% -18,000 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 385,308 $28.9M 0.77% +56,214 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 380,330 $28.6M <0.01% +80,286 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 377,979 $28.4M 0.13% +1,295 13F-HR Timeline Group CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 372,903 $28M 3.91% +59,396 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 372,204 $28M 1.17% +39,659 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 371,264 $27.9M 0.11% +18,067 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 365,300 $27.6M 0.06% -152,443 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 363,150 $27.3M 2.94% -3,363 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 355,790 $26.7M 2.56% +3,083 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 354,203 $26.6M 0.05% +166,575 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 350,933 $26.4M 0.37% -10,331 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 347,817 $26.1M 0.13% +20,604 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 341,669 $26M 0.29% +8,174 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 338,073 $25.4M 1.71% +273,148 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 334,264 $25.1M 1.83% +85,355 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 333,706 $25.1M 0.04% -11,281 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 333,193 $25M 0.1% +4,985 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 332,975 $25M 0.71% -82 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 332,907 $25M 1.03% +5,874 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 330,131 $24.8M 6.73% -36,501 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 327,769 $24.6M 2.83% +79,047 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 327,071 $24.6M 3.72% +1,446 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 321,991 $24.2M 0.88% +69,859 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 320,974 $24.1M 0.13% +23,861 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 304,965 $22.9M 1.59% +1,903 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 304,030 $22.8M 0.03% +13,129 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 277,276 $22.4M 8.02% +43,051 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 292,105 $22.2M 3.64% -5,577 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 292,129 $21.9M 3.2% -4,701 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 292,117 $21.9M 4.57% +14,709 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 291,331 $21.9M 0.32% +40,725 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 289,692 $21.8M 0.17% +48,179 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 284,316 $21.6M 2.36% -5,971 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 268,687 $21.5M 0.28% +12,623 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 286,389 $21.5M 11.67% +4,068 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 266,878 $21.1M 8.34% -4,100 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 275,154 $20.7M 12.84% -3,738 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 270,017 $20.3M 0.87% +16,648 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 268,309 $20.2M 6.03% +27,193 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 265,807 $20M 8.33% +310 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 262,154 $19.7M 6.94% +1,229 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 261,536 $19.6M 0.82% -389 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 257,145 $19.3M 0.13% -63,093 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 254,680 $19.1M 0.27% +20,938 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 254,340 $19.1M 0.24% +2,843 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 253,957 $19.1M 5.01% +5,365 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 251,081 $18.9M 0.07% -19,595 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 248,724 $18.7M 0.62% +2,546 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 247,158 $18.6M 0.22% +45,998 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 244,190 $18.3M 0.23% +21,890 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 243,932 $18.3M 0.05% -53,915 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 243,788 $18.3M 4.23% +713 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 236,130 $17.7M 4% +10,400 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 234,917 $17.6M 1.09% +1,566 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 233,609 $17.5M 0.09% +117,209 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 225,690 $16.9M 0.37% +4,464 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 225,062 $16.9M 0.92% +108,656 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 224,406 $16.9M 0.79% -14,988 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 222,804 $16.7M 0.46% +1,583 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 221,523 $16.6M 0.24% +126,593 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 220,139 $16.5M +168,069 Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 216,408 $16.3M 0.55% +23,359 13F-HR Timeline