TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 13,180,177 $1.55B 51.6% +1,382,393 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 4,608,531 $541M 17.33% +428,251 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,467,606 $525M 0.04% +426,767 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,098,168 $364M 0.03% +665,214 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,422,025 $285M 0.74% +121,547 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,385,736 $280M 0.37% +2,381,934 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,177,599 $256M 0.22% +116,457 13F-HR Timeline Group BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 2,066,473 $243M 38.28% -8,196 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,023,295 $238M +1,310,391 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,021,352 $237M 0.05% +47,667 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 1,967,195 $231M 6.2% -63,614 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,927,008 $226M 0.05% +18,914 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,640,094 $193M 0.07% +7,921 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,555,052 $183M 0.18% -38,045 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,527,156 $179M 4.94% -882,419 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,222,097 $144M +51,899 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,215,217 $143M 0.21% +1,177,651 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,132,521 $133M 0.02% -33,336 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,038,921 $122M 0.05% 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 978,946 $115M 0.03% +30,275 13F-HR Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 973,809 $114M 37.33% 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 973,154 $114M 0.05% +58,453 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 895,774 $105M -45,187 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 813,273 $95.5M 0.16% +242,729 13F-HR Timeline Group MADRONE ADVISORS, LLC More: the full row for MADRONE ADVISORS, LLC 793,774 $93.3M 17.77% -178,990 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 752,160 $88.4M 0.43% +287,444 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 741,137 $87.1M 34.24% -5,038 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 740,451 $87M 2.68% 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 595,791 $70M 4.33% +10,364 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 595,163 $69.8M 0.02% +32,433 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 593,172 $69.7M 3.99% +49,147 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 640,716 $69.3M 0.12% -34,522 13F-HR Timeline Group AGINCOURT CAPITAL MANAGEMENT, LLC More: the full row for AGINCOURT CAPITAL MANAGEMENT, LLC 512,955 $60.3M 60.33% -6,100 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 501,441 $58.9M 1.64% +29,548 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 498,050 $58.5M 0.08% +66,400 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 492,734 $57.9M 0.01% +145,621 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 491,458 $57.7M 0.67% +3,493 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 482,728 $56.7M 0.12% +32,099 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 474,635 $55.8M 0.33% -11,000 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 471,973 $55.4M 0.08% -28,334 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 458,730 $53.9M 28.66% +144,621 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 457,879 $53.8M 1.62% -20,373 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 454,100 $53.3M 2.13% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 414,572 $48.7M <0.01% -46,314 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 402,696 $47.3M 0.07% +33,020 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 390,377 $45.9M 1.76% 0 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 383,971 $45.1M 30.99% +71,810 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 379,866 $44.6M 0.92% -39,383 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 372,422 $43.8M 0.02% +289,035 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 612,664 $43.6M 0.06% new 13F-HR Timeline Group TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 370,516 $43.5M 14.19% -70,896 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 353,852 $41.6M 2.49% -3,700 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 322,579 $37.9M 18.28% +27,525 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 313,132 $36.8M 2.46% +10,283 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 311,682 $36.6M 0.05% +102,549 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 292,232 $34.3M 0.03% +245,728 13F-HR Timeline Group UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 285,449 $33.5M 31.48% -50,022 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 282,995 $33.2M 4.25% +27,850 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 276,954 $32.5M new Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 275,150 $32.3M 0.03% +142,054 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 264,439 $31.1M 1.49% -6,908 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 262,167 $30.8M 8.91% +4,730 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 260,970 $30.7M 0.05% -752,347 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 255,365 $30M 0.87% +16,344 13F-HR/A Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 254,327 $29.9M 0.15% -41,883 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 249,263 $29.3M 0.04% +20,883 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 228,266 $26.8M <0.01% +149,116 13F-HR Timeline Group 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 224,217 $26.3M <0.01% +36,005 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 223,596 $26.3M 1.56% +11,072 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 220,544 $25.9M 1.52% +11,398 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 199,625 $23.5M 0.3% -1,707 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 198,217 $23.3M 0.04% -2,805 13F-HR Timeline Group GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 197,871 $23.2M 12.67% +6,366 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 197,222 $23.2M 0.35% +20,061 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 196,611 $23.1M 0.23% -15,044 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 194,923 $22.9M +8,209 Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 194,859 $22.9M 2.98% +21,490 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 180,522 $21.2M 0.45% +170,390 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 179,414 $21.1M 0.13% -10,725 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 178,806 $21M 0.42% +2,156 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 178,465 $21M 0.36% +22,057 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 172,272 $20.2M 5.62% -29,367 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 155,690 $20.2M 0.06% +10,757 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 169,268 $19.9M -2,139 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 165,416 $19.4M 0.04% +12,992 13F-HR/A Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 164,182 $19.3M 0.96% -24,130 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 164,137 $19.3M 2.37% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 160,527 $18.9M 2.13% +1,424 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. 159,204 $18.7M 0.08% -14,669 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 158,056 $18.6M 0.06% +50,202 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 156,281 $18.5M 4.53% +8,371 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 156,187 $18.3M 0.09% +1,292 13F-HR/A Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 155,493 $18.3M -6,291 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 155,057 $18.2M 0.26% +3,152 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 151,274 $17.8M +2,857 Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 141,364 $16.6M 10.08% -5,247 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 140,298 $16.5M 0.02% +19,010 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 135,877 $16M 2.46% +61,044 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 135,381 $15.9M 1.09% +716 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 132,549 $15.6M 1.59% -232 13F-HR/A Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 131,780 $15.5M 5.42% -5,411 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 131,658 $15.5M 0.09% +13,224 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 130,200 $15.3M 0.03% new 13F-HR/A Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 124,387 $14.6M 0.33% +119,565 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 122,212 $14.4M 2.05% +13,699 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 121,611 $14.3M 10.46% +1,902 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 121,515 $14.3M 0.96% +48,262 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 119,038 $14M 5.56% +4,110 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 117,779 $13.8M 0.05% +8,814 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 117,674 $13.8M 0.05% +1,468 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 116,818 $13.7M 4.34% +15,834 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 115,171 $13.5M 0.03% +67,891 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 113,422 $13.3M 0.01% +2,758 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 112,633 $13.2M 8.63% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 112,519 $13.2M 4.57% +100,758 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 109,476 $12.9M 0.01% +22,165 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 107,828 $12.7M 0.03% +10,347 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 107,707 $12.7M 0.06% -728 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 106,139 $12.5M 0.06% +42,939 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 104,539 $12.3M 4.3% +2,850 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 102,990 $12.1M 0.04% new 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 102,134 $12M 0.78% -1,768 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 101,000 $11.9M 3% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 100,537 $11.8M 0.05% -10,040 13F-HR/A Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 100,325 $11.8M 2.5% -107,843 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 99,648 $11.7M 1.11% -6,041 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 95,173 $11.2M 0.13% -18,120 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 94,074 $11.1M 0.83% -48,571 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 92,747 $10.9M 12.67% +101 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 92,700 $10.9M 0.99% +5,000 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 92,098 $10.8M 0.41% +1,509 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 90,329 $10.6M 0.38% -1,700 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 89,825 $10.6M 0.59% -2,688 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 89,566 $10.5M 10.18% +3,225 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 89,798 $10.5M 1.09% -3,278 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 88,613 $10.4M 0.07% -2,748 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 86,373 $10.1M 1.18% +2,415 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 86,788 $10.1M 5.09% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 84,714 $9.95M 0.92% +5,299 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 84,330 $9.91M 0.38% -14,800 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 82,152 $9.65M 0.08% -353 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 80,656 $9.48M 0.23% +4,148 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 80,333 $9.44M 2.86% +1,052 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 78,350 $9.2M 0.45% +327 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 78,226 $9.19M 0.38% +75,581 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 77,757 $9.14M 0.13% +2,550 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 76,414 $8.98M 0.01% -331,013 13F-HR Timeline Group SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 75,547 $8.88M 3.63% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 73,639 $8.65M 4.3% +14,804 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 71,272 $8.37M 3.21% +157 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 69,980 $8.22M 1.12% -2,525 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 69,900 $8.21M <0.01% +3,758 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 68,462 $8.06M 0.82% +5,256 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 68,226 $8.02M <0.01% +64,356 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 68,106 $8M 5.42% -450 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 67,970 $7.99M 0.26% +466 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 66,845 $7.85M 0.18% -1,510 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 63,801 $7.73M 0.01% -14,142 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 64,941 $7.63M 0.13% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 62,356 $7.33M 0.07% +3,648 13F-HR/A Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 62,072 $7.29M 4.49% +53 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 61,379 $7.21M 0.03% -500 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 59,880 $7.03M 2.26% -473 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 59,438 $6.98M 0.83% +623 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 59,041 $6.94M 0.9% +1,783 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 58,886 $6.92M 0.01% +13,944 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 58,388 $6.86M 0.07% +10,097 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 57,541 $6.76M 0.3% -53 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 57,448 $6.75M 0.09% 0 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 56,080 $6.59M 3.68% -13,393 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 55,402 $6.51M 1.97% -12,630 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 55,230 $6.49M 0.07% +755 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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