Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 15,663,797 $1.81B 8.3% 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 4,789,871 $555M 15.94% +181,340 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,669,264 $541M 0.04% +201,658 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,653,827 $308M 0.41% +268,091 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,569,397 $298M 0.04% +1,436,876 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,530,146 $293M 0.03% -568,022 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,420,527 $281M 4.74% +893,371 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,268,334 $263M 0.22% +90,735 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,254,688 $261M 0.47% +1,993,718 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,250,114 $261M +226,819 Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 2,208,581 $256M 0.26% +653,529 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 2,193,458 $254M 0.57% +2,063,258 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,155,575 $250M 0.62% -266,450 13F-HR Timeline Group BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 2,144,130 $249M 38.55% +77,657 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,049,871 $238M 0.05% +28,519 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,620,397 $188M 0.04% -306,611 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 1,596,296 $185M +700,522 Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,400,550 $162M 0.21% +787,886 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 1,326,000 $154M 4.26% -641,195 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,287,128 $149M +65,031 Timeline MADRONE ADVISORS, LLC More: the full row for MADRONE ADVISORS, LLC 1,262,533 $146M 24.52% +468,759 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,256,918 $146M 0.05% -383,176 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 1,222,690 $142M 33.75% +852,174 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 979,658 $114M 0.03% +712 13F-HR Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 973,809 $113M 39.45% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 947,189 $110M 0.04% -25,965 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 762,265 $88.4M 0.15% -51,008 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 756,797 $87.8M 2.93% +16,346 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 724,185 $84M 0.42% -27,975 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 686,735 $79.6M 34.16% -54,402 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 660,519 $76.6M 0.03% -378,402 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 621,177 $72M 0.02% +26,014 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 617,939 $71.7M 3.79% +24,767 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 592,878 $68.7M 4.27% -2,913 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 563,266 $65.3M 0.11% -77,450 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 535,159 $62.1M 0.12% +52,431 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 511,300 $59.3M 2.41% +57,200 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 532,361 $58.8M 9.69% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 500,516 $58M 0.69% +9,058 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 497,650 $57.7M 0.08% -400 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 488,130 $56.6M 1.48% -13,311 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 477,762 $55.4M 0.08% +5,789 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 474,625 $55M 0.34% -10 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 470,604 $54.6M 36.15% +86,633 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 464,134 $53.8M 1.73% +6,255 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 428,918 $49.7M 0.07% +26,222 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 416,510 $48.3M 0.29% +219,899 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 416,162 $48.3M <0.01% +1,590 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 405,129 $47M 0.01% -87,605 13F-HR/A Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 399,513 $46.3M 0.59% +19,647 13F-HR/A Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 390,377 $45.3M 1.94% 0 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 361,904 $42M 21.57% +249,271 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 356,305 $41.3M 2.35% +2,453 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 355,818 $41.3M 19.19% +33,239 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 331,746 $38.5M 2.51% +18,614 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 322,643 $37.4M 0.12% +166,953 13F-HR/A Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 313,712 $36.4M 19.5% -145,018 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 304,121 $35.3M 0.03% +28,971 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 299,101 $34.7M 4.51% +16,106 13F-HR Timeline Group Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 292,078 $33.9M +15,124 Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 286,010 $33.2M 2.04% +269,693 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/ 280,561 $32.5M 0.04% -31,121 13F-HR Timeline Group UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 279,374 $32.4M 49.05% -6,075 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 275,487 $31.9M 1.03% +20,122 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 265,011 $30.7M 8.87% +2,844 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 264,815 $30.7M 1.68% +41,219 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 221,896 $25.7M 0.04% -27,367 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 221,467 $25.7M 0.06% +56,051 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 215,556 $25M 0.29% +15,931 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 215,258 $25M 1.55% -5,286 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 206,891 $24M +11,968 Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 204,961 $23.8M 0.59% +181,040 13F-HR Timeline Group GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 199,806 $23.2M 12.68% +1,935 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 195,750 $23M 2.2% +891 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 198,175 $23M 0.04% -42 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 185,973 $21.6M 0.07% +27,917 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 182,503 $21.2M 0.33% -14,719 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 180,850 $21M 0.45% +328 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 180,695 $21M 0.41% +1,889 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 177,750 $20.6M +22,257 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 176,501 $20.5M 0.02% +100,087 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 174,347 $20.2M <0.01% -49,870 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 164,162 $19M 0.96% -20 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 164,137 $19M 1.86% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 161,196 $18.7M 2.06% +669 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 158,780 $18.4M 4.14% +2,499 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 157,860 $18.3M 0.25% +2,803 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 156,583 $18.2M 4.43% +150,825 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 154,917 $18M -14,351 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 153,125 $17.7M 0.07% -6,079 13F-HR Timeline Group CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 152,783 $17.7M 7.4% +140,452 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 152,745 $17.7M 0.1% -26,669 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 148,102 $17.2M -3,172 Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 145,101 $16.8M 0.08% -11,086 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 145,098 $16.8M 0.02% +35,622 13F-HR/A Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 136,524 $15.8M 2.29% +14,312 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 135,693 $15.7M 1.11% +312 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 135,663 $15.7M 2.39% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 134,974 $15.7M 0.09% +3,316 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 130,491 $15.1M 4.08% +125,998 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 128,194 $14.9M 0.01% +14,772 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 127,535 $14.8M 0.02% -12,763 13F-HR Timeline Group HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 127,015 $14.7M 10.3% +5,404 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 125,682 $14.6M 0.16% +87,287 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 120,518 $14.5M 5.85% +1,480 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 124,169 $14.4M 4.4% +7,351 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 121,964 $14.1M 7.76% -19,400 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 121,268 $14.1M 5.04% -10,512 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 117,484 $13.6M 0.05% -190 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 115,914 $13.4M 0.05% -1,865 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 108,693 $12.6M 0.06% +986 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 106,788 $12.4M 1.16% +22,074 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 106,184 $12.3M 0.07% +52,571 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 104,611 $12.1M 0.1% +89,536 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 104,539 $12.1M 4.22% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 103,070 $12M 0.04% +80 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 102,287 $11.9M 0.02% -12,884 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 102,174 $11.8M 0.03% -5,654 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 101,960 $11.8M 0.83% -174 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 101,826 $11.8M 2.27% +1,501 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 101,109 $11.7M 0.21% -77,356 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 101,000 $11.7M 3.04% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 98,417 $11.4M 2.87% -73,855 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 96,073 $11.1M 0.42% +3,975 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 95,173 $11M 0.13% 0 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 94,839 $11M 0.05% -11,300 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 91,146 $10.6M 0.92% +1,348 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 91,626 $10.6M 0.83% -2,448 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 91,505 $10.6M 1.06% -8,143 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 91,185 $10.6M 0.03% +40,326 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 91,154 $10.6M 1.54% +36,709 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 90,646 $10.5M 0.01% -281,776 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 90,357 $10.5M 1.01% +21,895 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 89,973 $10.4M 9.77% +407 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 89,476 $10.4M 2.89% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 88,839 $10.3M 0.04% -11,698 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 86,167 $9.99M 0.09% +4,015 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 85,844 $9.95M 0.25% +5,188 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 84,330 $9.78M 0.45% 0 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 83,692 $9.7M 0.06% -4,921 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 83,500 $9.68M 0.62% -9,200 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 82,857 $9.61M 2.7% +2,524 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 79,993 $9.28M 1.14% -6,380 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 79,494 $9.22M 0.46% +1,144 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 78,885 $9.15M 2.73% -33,634 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 78,792 $9.14M 0.14% +1,035 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 76,525 $8.87M <0.01% +6,625 13F-HR Timeline Group SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 75,547 $8.76M 5.51% 0 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 74,824 $8.68M 0.1% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 74,389 $8.63M 0.06% +45,495 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 73,384 $8.51M 3.97% -255 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 72,406 $8.4M <0.01% -155,860 13F-HR Timeline Group Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 70,152 $8.13M 3.11% -1,120 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 69,880 $8.1M 1.3% -100 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 69,161 $8.02M 1.59% -66,716 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 68,693 $7.96M 0.01% +9,807 13F-HR Timeline Group Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 67,520 $7.83M 10.12% -25,227 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 67,461 $7.82M 4.8% -645 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 66,933 $7.76M 0.06% +4,577 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. 65,870 $7.64M 0.16% -975 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 64,941 $7.53M 0.14% 0 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 64,342 $7.46M 0.06% +5,954 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 63,094 $7.32M 0.29% -4,876 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 62,106 $7.2M 4.68% +34 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 61,379 $7.12M 0.04% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 60,420 $7.01M 0.07% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 59,881 $6.94M 0.31% +2,340 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 59,675 $6.92M 0.26% -30,654 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 56,542 $6.87M 0.02% -7,259 13F-HR/A Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 59,189 $6.86M 0.85% +148 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 59,159 $6.86M 0.86% +4,127 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 58,980 $6.84M 0.01% +7,839 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 58,404 $6.77M 0.8% -1,034 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 58,303 $6.76M 1.8% -1,577 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 57,800 $6.7M 2.59% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 56,948 $6.6M 0.09% -500 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 56,759 $6.58M 1.98% +1,357 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 57,236 $6.58M 3.56% -29,552 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 56,470 $6.55M 0.08% +4,334 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 55,032 $6.38M 0.33% +1,770 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,509 $6.32M 0.04% +11,844 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 54,278 $6.29M 0.53% +1,743 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 54,055 $6.27M 3.32% -708 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 53,541 $6.21M 0.07% -1,689 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 50,319 $5.83M 0.07% -201 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 50,305 $5.83M 0.34% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 50,118 $5.81M 2.21% -558 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 49,510 $5.74M 0.81% -349 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 49,040 $5.69M 0.15% -243 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 48,846 $5.66M 1.73% +2,384 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 47,641 $5.52M -3,910 Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 47,544 $5.51M 1.04% +2,618 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 46,429 $5.38M 0.1% +15,881 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 46,396 $5.38M 0.04% +40,544 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 46,196 $5.36M 0.25% +3,720 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 45,088 $5.23M 2.23% -1,662 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 44,465 $5.16M <0.01% -247,767 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 44,399 $5.15M 0.07% +15,984 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 44,128 $5.12M 0.1% +59 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 43,928 $5.09M 0.14% +2,447 13F-HR Timeline