Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 15,260,273 $2.38B -15,755,056 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,646,703 $1.67B 0.09% +1,842,462 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 9,031,741 $1.42B 20.46% +422,781 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,586,234 $877M +139,331 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,330,835 $837M 0.05% -38,658 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 2,970,012 $463M 0.33% -13,461 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,589,027 $406M 0.07% +284,274 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,491,748 $391M 0.05% +6,124 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,343,448 $368M 0.2% +31,125 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,140,824 $336M -2,016,231 Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 2,106,020 $331M 53.26% +34,146 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,620,217 $254M +147,479 Timeline Cerity Partners LLC group of 3 filers holding More: the full row for Cerity Partners LLC 1,506,378 $236M +41,036 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,400,111 $220M 0.14% -2,199,989 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,394,823 $219M 2.07% +162,426 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,331,484 $209M 21.18% +312,789 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,481,252 $205M 0.07% +2,443 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,263,760 $198M 0.04% +43,931 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,243,489 $195M 0.03% +43,360 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,160,445 $182M 24.39% +517,052 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,126,075 $177M 0.27% +125,473 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 994,218 $156M 0.24% -31,155 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 967,468 $152M 0.21% +731,139 13F-HR Timeline Group Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 954,731 $150M 50.59% +41,808 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 968,914 $150M +482,198 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 948,998 $149M 0.14% +100,898 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 946,099 $148M 0.16% -3,602,551 13F-HR Timeline Group DC Investments Management, LLC More: the full row for DC Investments Management, LLC 877,390 $138M 46.96% -7,712 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 832,433 $131M 0.04% -3,270 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 815,552 $128M 0.47% +24,483 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 800,713 $126M 2.35% -81,121 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 793,845 $125M 2.83% +1,923 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 756,025 $119M 0.14% -347,192 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 739,897 $116M 3.39% +16,024 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 732,779 $115M 2.04% -133,557 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 701,429 $110M 0.12% -71,358 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 664,465 $104M 0.02% -13,354 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 676,102 $104M 0.04% +178,422 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 646,457 $101M 0.86% +127,253 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 622,577 $97.7M 33% -4,228 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 615,494 $96.6M 0.01% +55,483 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 612,064 $96.1M 0.09% +17,361 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 606,900 $95.3M 3.36% +113,221 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 601,770 $94.4M 23.16% -12,466 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 595,684 $93.5M 0.13% -60,307 13F-HR/A Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 568,189 $89.2M 3.51% -7,068 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 561,916 $88.2M 19.99% +71,706 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 565,546 $88.1M 0.01% +68,889 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 540,619 $84.9M 0.32% +503,628 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 530,329 $83.2M 0.25% +314,896 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 567,130 $78.4M 0.08% 0 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 497,700 $78.1M 0.43% +62,300 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 472,232 $74.1M 0.94% -15,259 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 465,955 $73.1M +49,960 Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 465,202 $73M 0.19% +311,482 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 463,586 $72.8M 6.45% -1,616 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 451,000 $70.8M 10.06% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 448,786 $70.4M 0.09% +12,228 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 439,739 $69M 0.35% 0 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 421,666 $66.2M 2.95% +48,331 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 416,213 $65.3M 0.04% +39,166 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 399,362 $62.7M 1.2% +33,402 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 395,865 $62.1M 1.76% +16,827 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 390,377 $61.3M 1.83% 0 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 389,261 $61.1M 1.3% +259,282 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 385,176 $60.5M 0.07% +6,179 13F-HR Timeline Group Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 371,259 $58.3M 12.44% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 353,287 $55.4M 0.11% +61,398 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 348,399 $54.7M 0.06% +104,611 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 340,759 $53.5M 0.99% +12,054 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 329,142 $51.7M 12.31% +48,558 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 320,364 $50.3M 20.12% +215,306 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 363,966 $48M 0.1% 13F-HR Timeline Group THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 294,150 $46.2M 19.05% +23,442 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 282,712 $44.4M 9.16% +83 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 273,233 $42.9M 0.08% -3,878 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 266,632 $41.8M 0.4% +88,437 13F-HR Timeline MADRONE ADVISORS, LLC More: the full row for MADRONE ADVISORS, LLC 256,758 $40.3M 2.89% -494,285 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 241,990 $38M 14.64% -58,766 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 239,129 $37.5M -6,855 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 238,938 $37.5M 0.03% +62,040 13F-HR Timeline Group Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 237,233 $37.2M 34.05% +39,484 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 234,194 $36.8M 3.94% +11,484 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 233,927 $36.7M 0.15% +21,631 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 230,327 $36.1M 0.01% +29,097 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 229,914 $36.1M 1.46% -15,124 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 225,134 $35.3M 1.53% -176 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 222,075 $34.9M 27.48% -3,858 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 220,660 $34.6M 1.24% +14,510 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 226,605 $34.5M 2.31% -12,878 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 217,779 $34.2M 11.87% -157 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 217,500 $34.1M 1.35% -882,500 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 215,253 $33.8M 0.08% +11,591 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 212,393 $33.3M 0.01% +17,324 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 209,722 $32.9M 4% +120,866 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 209,500 $32.9M 0.2% -32,500 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 209,158 $32.8M 0.52% +3,238 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 206,524 $32.4M 2.86% +186,727 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 206,498 $32.4M 0.28% -669 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 204,196 $32M 7.62% +3,240 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 201,849 $31.7M 12.79% +995 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 192,757 $30.3M 0.06% +25,892 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 188,415 $29.6M +133,332 Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 184,149 $28.9M 0.36% -5,930 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 181,356 $28.5M -7,274 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 180,212 $28.3M 0.03% +17,779 13F-HR/A Timeline Addison Capital Co More: the full row for Addison Capital Co 179,388 $28.2M 4.61% -5,696 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 179,208 $28.1M 4.1% +34,470 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 169,856 $26.7M 2.11% +472 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 167,395 $26.3M 0.45% +99,905 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 166,078 $26.1M 0.2% +113,013 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 165,587 $26M <0.01% +17,332 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 165,271 $25.9M <0.01% -109,014 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 164,556 $25.8M 0.89% -225 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 157,056 $24.6M 0.18% +2,030 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 155,814 $24.5M 11.77% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 153,843 $24.1M 0.13% -6,262 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 147,778 $23.2M 4.24% +3,088 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 146,597 $23M 4.05% -4,067 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 144,882 $22.7M 0.29% -51,019 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 142,949 $22.4M 0.08% -15,242 13F-HR Timeline Group Evanson Financial, LLC More: the full row for Evanson Financial, LLC 137,643 $21.6M 1.06% 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 136,137 $21.4M 9.32% 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 134,235 $21.1M 2.53% +4,073 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 134,512 $21M 0.68% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 129,961 $20.4M 1.86% +70,228 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 129,762 $20.4M 0.19% +20,278 13F-HR Timeline Group VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 127,897 $20.1M -2,502 Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 126,119 $19.8M 9.48% -931 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 125,422 $19.7M 0.09% -38,190 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 123,122 $19.3M 0.04% +6,926 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. 123,105 $19.3M 0.27% +41,336 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 120,028 $18.8M 4.79% +3,437 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 118,589 $18.6M 4.46% +2,588 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 116,870 $18.3M 0.63% +28,450 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 116,560 $18.3M 0.03% +80,800 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 116,475 $18.3M 0.09% -1,159 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 116,064 $18.2M 1.76% +1,865 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 114,837 $18M 3.35% -2,862 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 114,772 $18M 3.01% -5,122 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 113,750 $17.9M 0.02% new 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 113,149 $17.8M 0.07% -3,727 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 108,515 $17M 0.02% -32,878 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 107,297 $16.8M 4.22% +1,933 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 106,426 $16.7M 0.05% -1,103 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 105,575 $16.6M 4.77% +749 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 105,217 $16.5M 0.29% +6,484 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 104,036 $16.3M 0.43% +1,400 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 103,620 $16.3M 0.51% +58,019 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 103,437 $16.2M 0.4% +132 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 103,368 $16.2M 0.76% +49,963 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 102,744 $16.1M 0.05% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 101,566 $15.9M 0.16% +5,656 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 100,723 $15.8M 12.01% -4,156 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 99,687 $15.6M 1.62% +8,776 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 99,636 $15.6M 0.17% +5,621 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 99,561 $15.6M 0.12% +2,765 13F-HR Timeline Group Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 99,194 $15.6M 6.43% -281 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 97,932 $15.4M 0.26% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 41,008 $15.2M 3.65% +36,938 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 95,303 $15M 7.31% +2,290 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 93,653 $14.7M 3.13% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 92,835 $14.6M 0.01% +2,729 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 92,563 $14.5M 1.91% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 91,077 $14.4M 0.78% -7,362 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 89,779 $14.1M 1.94% +85,131 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 89,697 $14.1M 0.73% +9,871 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 89,263 $14M 0.16% +2,557 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 88,904 $14M 2.01% +1,879 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 88,898 $14M 0.9% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 88,828 $13.9M 0.06% -73,283 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 88,358 $13.9M 0.08% -13,090 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 88,310 $13.9M 0.16% +34,496 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 86,658 $13.7M 0.02% +16,777 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 87,030 $13.7M 0.04% +7,787 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 86,830 $13.6M 0.42% 0 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 86,803 $13.6M 0.5% -2,403 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 85,197 $13.4M 0.68% -9,030 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 84,429 $13.3M 0.07% +1,619 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 84,150 $13.2M 5.06% +3,386 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 83,215 $13.1M 0.12% -162,623 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 81,747 $12.8M 0.07% +4,454 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 80,367 $12.6M 2.25% +6,583 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 80,088 $12.6M 2.15% +78,035 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 79,947 $12.5M 0.84% -825 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 77,957 $12.2M 7.1% -36,103 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 77,814 $12.2M 2.1% -7,456 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 76,793 $12.1M 0.06% +25,136 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 75,547 $11.9M 3.71% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 74,448 $11.7M 0.34% +3,073 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 73,700 $11.6M 0.02% +59,200 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 72,923 $11.4M 0.05% +13,299 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 72,017 $11.3M 0.06% -1,263 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 71,112 $11.2M 0.69% +69,056 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 71,065 $11.2M 0.92% new 13F-HR Timeline Group Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 70,182 $11M 3.13% +79 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 70,059 $11M 0.95% -4,574 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 69,490 $11M 0.3% +10,331 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 69,616 $10.9M <0.01% +13,622 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 69,515 $10.9M 0.12% +55,256 13F-HR Timeline