Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 264,895 $150M 5.7% -98,073 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 264,651 $150M 6.76% -11,808 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 261,739 $149M 0.65% -11,518 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 252,148 $147M 4.24% +4,342 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 256,362 $146M 2.82% +23,986 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 252,519 $143M 10.33% -7,697 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 251,324 $143M 1.56% +94 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 250,626 $142M 3.07% +8,786 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 247,737 $141M 11.07% -13,416 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 247,585 $141M 6.01% +4,170 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 246,237 $140M 3.37% -17,484 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 246,237 $140M 2.83% -17,484 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 243,945 $139M 0.6% +60,280 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 243,696 $138M 10.75% +111 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 240,799 $137M 0.96% +13,178 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 239,365 $136M 38.92% +4,197 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 239,109 $136M 33.63% +203 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 236,572 $134M 0.79% -174,077 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 274,615 $132M 28.62% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 232,397 $132M 33.06% +11,645 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 231,910 $132M 1.86% +6,747 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 230,486 $131M 0.94% -11,202 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 227,063 $129M 0.45% -5,084 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 226,587 $129M 11.16% +1,286 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 226,536 $129M 8.02% +16,990 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 223,470 $127M 2.88% -2,105 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 219,490 $125M 1.83% 0 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 218,751 $124M 2.59% -1,756 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 218,394 $124M 4.8% +27,275 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 218,102 $124M 1.65% -59,283 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 216,447 $123M 4.39% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 215,686 $123M 12.9% -1,511 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 214,437 $122M 0.55% +7,116 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 210,509 $120M 5.75% +1,092 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 208,832 $119M 1.66% +53,591 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 205,134 $117M 6.79% -9,973 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 202,774 $115M 0.98% -3,013 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 202,662 $115M 4.61% -522,126 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 201,986 $115M 2.24% +3,165 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 199,703 $113M 11.78% -102,832 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 199,115 $113M 14.46% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 198,635 $113M 27.08% +12,086 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 197,399 $112M 6.52% +10,723 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 196,532 $112M 10.11% -20,519 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 195,874 $112M 5.42% +3,797 13F-HR Timeline Group Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 196,400 $112M 39.58% +72,400 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 191,870 $109M 0.6% +4,925 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 191,153 $109M 1.87% -8,941 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 190,320 $108M 1.05% +114,124 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 189,304 $108M +5,535 Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 187,979 $107M 14.82% -8,055 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 186,789 $106M 21.56% +21,493 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 185,858 $106M 10.28% +25,157 13F-HR Timeline Bell Bank More: the full row for Bell Bank 181,275 $103M 4.8% +3,280 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 181,106 $103M 6.13% +7,477 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 180,267 $102M 0.67% +159,217 13F-HR/A Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 178,008 $102M 16.91% -10,774 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 179,608 $102M 0.97% -53,867 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 178,254 $101M 6.76% +60,964 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 176,805 $101M 0.43% +30,299 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 173,145 $98.4M 28.49% -2,878 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 171,843 $97.9M 8.9% +5,535 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 170,841 $97M 3.34% +170,000 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 170,392 $96.8M 2.15% +1,494 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 170,222 $96.7M 0.06% +21,372 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 168,901 $96.2M 2.26% +20,305 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 169,234 $96.1M 0.77% +2,263 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 168,464 $95.7M 0.21% -144,961 13F-HR/A Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 167,536 $95.2M 6.77% +840 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 165,940 $94.3M 15.46% +14,827 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 164,485 $93.4M 31.09% -6,514 13F-HR Timeline Ironclad Investments LLC More: the full row for Ironclad Investments LLC 164,258 $93.3M 47.53% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 163,603 $92.9M 1.1% -3,292 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 163,016 $92.6M 27.92% +8,516 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 162,997 $92.6M 0.16% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 162,672 $92.4M 3.27% +4,426 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 161,729 $91.9M 20.61% +1,341 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 161,485 $91.7M 9.03% -2,860 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 161,294 $91.6M 3.68% -128,695 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 161,090 $91.5M 0.2% -91,308 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 159,710 $90.7M 0.35% +21,216 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 157,770 $89.6M 16.82% +610 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 157,684 $89.6M 2.85% +2,307 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 155,278 $89.1M 3.8% -6,502 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 156,068 $88.7M 29.4% +10,458 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 154,364 $87.7M 0.06% +8,860 13F-HR Timeline Group Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 153,410 $87.5M 56.05% +53,675 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 152,785 $86.8M 19.28% -755 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 152,551 $86.7M 20.68% +166 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 152,519 $86.6M 4.31% +2,820 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 152,222 $86.5M 33.21% +10,857 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 151,266 $85.9M 5.46% +21,182 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 150,646 $85.8M 0.66% +12,720 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 150,902 $85.7M 18.18% -681 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 150,757 $85.6M 1.51% +31,649 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 165,579 $85.6M 11.68% -1,304 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 148,762 $84.5M 12.53% -1,317 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 148,696 $84.5M 4.61% +28,352 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 148,215 $84.2M 17.6% +4,021 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 148,023 $84.1M 0.72% -5,914 13F-HR/A Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 145,499 $83.7M 11.05% +5,544 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 147,123 $83.6M 30.23% +2,648 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 146,496 $83.2M 8.6% +1,037 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 145,336 $82.6M 1.76% +42,263 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 145,195 $82.5M 1.88% +36,023 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 145,075 $82.4M 14.74% -31,174 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 144,877 $82.3M 12.87% +3,256 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 141,220 $80.2M 48.93% -23,728 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 140,606 $79.9M 13.9% +8,836 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 140,000 $79.5M 23.04% new 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 139,800 $79.4M 16.24% -35,200 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 139,614 $79.3M 15.27% +5,795 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 138,350 $78.6M 1.75% -8,597 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 138,275 $78.5M 3.98% +8,656 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 137,724 $78.5M 1.77% +41,081 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 137,953 $78.4M 0.93% -16,217 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 136,200 $77.4M 0.85% +88,000 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 136,061 $77.3M 9.12% -17,570 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 133,928 $76.2M -112,564 Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 134,121 $76.2M 7.87% +5,089 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 132,765 $75.4M 1.27% -4,879 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 131,647 $74.8M 16.16% +208 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 130,619 $74.2M 2.99% +3,256 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 129,245 $73.4M 1.85% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 128,540 $73M 0.44% +60,483 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 128,494 $73M 0.51% +4,271 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 128,004 $72.7M 1.2% +333 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 127,754 $72.6M 10.6% +155 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 127,386 $72.4M 84.77% +2,250 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 126,965 $72.3M 8.9% -6,975 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 125,200 $71.1M 3.99% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 124,459 $70.7M 16.34% -7,462 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 123,123 $70.6M 25.79% -2,576 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 124,258 $70.6M 0.14% +2,794 13F-HR Timeline Group Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 122,899 $70.5M 19.1% +559 13F-HR Timeline P/E Global LLC More: the full row for P/E Global LLC 123,275 $70M 14.56% -10,761 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 122,743 $69.7M 17.9% +1,939 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 122,249 $69.4M 49.62% +7,417 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 121,615 $69.1M 37.58% +28,433 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 121,595 $69.1M 39.8% +6,246 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 121,582 $69.1M 1.23% +35,619 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 121,434 $69M 10.51% +9,759 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 121,176 $68.8M 0.68% +13,641 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 120,921 $68.7M 2.86% +27,385 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 120,830 $68.6M 17.92% +2,608 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 120,629 $68.5M 0.08% +118,763 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 120,451 $68.4M 23.59% -128,571 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 120,345 $68.4M 8.53% -42,863 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 119,888 $68.1M 33.66% +22,776 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 119,835 $68.1M 1.7% +7,451 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 118,957 $67.6M 7.16% +5,394 13F-HR/A Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 118,900 $67.5M 0.89% +18,139 13F-HR Timeline Group Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 117,899 $67M 23.02% +3,715 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 117,690 $66.9M 1.67% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 117,431 $66.7M 0.96% -5,659 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 117,235 $66.6M 6.79% +112,503 13F-HR Timeline William Marsh Rice University More: the full row for William Marsh Rice University 116,799 $66.3M 47.25% -175,541 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 116,235 $66M 24.67% +31,153 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 114,931 $65.5M 19.5% +5,637 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 114,747 $65.2M 5.04% +7,084 13F-HR Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 113,697 $64.6M 21.7% +24,133 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 113,192 $64.3M 0.39% +37,602 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 110,947 $63M 0.63% +6,569 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 106,645 $63M +16,025 Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 110,107 $62.5M 23.3% +16,906 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 110,059 $62.5M 0.86% -6,587 13F-HR Timeline Group BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 109,575 $62.2M 34.02% -28,642 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 109,115 $62.2M 1.62% -2,014 13F-HR/A Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 109,265 $62.1M 7.16% -5,803 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 109,122 $62M 17.95% +24,164 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 108,347 $61.5M 6.3% -5,017 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 108,216 $61.5M 0.93% +6,698 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 107,480 $61.1M 0.85% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 107,043 $60.8M 0.36% -26,447 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 106,138 $60.3M 0.29% +9,392 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 106,117 $60.3M 22.21% +5,578 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 106,050 $60.2M 0.52% +11,123 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 106,019 $60.2M 1.02% +9,260 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 105,790 $60.1M 4.02% +12 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 105,736 $60.1M 12.78% +10,409 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 105,733 $60.1M 2.57% +2,397 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 104,739 $59.5M 0.28% +3,943 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 103,830 $59M 2.9% -232 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 103,183 $58.6M 0.25% +16,933 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 102,983 $58.5M 9.59% -7,027 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 102,669 $58.3M 1.36% -11,329 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 102,192 $58M 11.03% -103,347 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 101,616 $57.7M 1.74% +2,412 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 100,813 $57.3M 1.24% +4,078 13F-HR Timeline TradeWell Securities, LLC. 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More: the full row for Twele Capital Management, Inc. 97,348 $55.3M 10.97% -562 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 95,875 $54.1M 1.33% -806 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 94,879 $53.9M 0.06% +42,773 13F-HR/A Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 94,673 $53.8M 6.84% +3,394 13F-HR Timeline