CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5,554,415 $714M 15.73% +764,544 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,989,108 $641M 0.04% +319,844 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 3,688,285 $474M 0.4% +1,479,704 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,769,081 $356M 0.45% +115,254 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,617,971 $336M 0.05% +48,574 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,522,566 $324M +272,452 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,504,103 $322M 0.03% -26,043 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,402,173 $309M 0.23% +133,839 13F-HR Timeline Group BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 2,251,911 $289M 44.21% +107,781 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,149,522 $276M 0.05% +99,651 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. 1,973,426 $254M 0.56% -182,149 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,707,993 $220M 0.05% +87,596 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,622,119 $208M 0.07% +365,201 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,595,000 $205M 7.49% +1,083,700 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,504,752 $193M 0.31% -749,936 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 1,449,231 $186M -147,065 Timeline NEPC LLC More: the full row for NEPC LLC 1,326,000 $170M 4.31% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,324,258 $170M +37,130 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,104,270 $142M 0.03% +124,612 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 982,296 $126M 0.04% +35,107 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 957,705 $123M 39.32% -16,104 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 879,620 $113M 0.15% +381,970 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 815,502 $105M 0.12% -585,048 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 789,847 $102M 2.37% +584,886 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 759,847 $97.7M 0.49% +35,662 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 754,831 $97M 2.79% -1,966 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 739,672 $95.1M 22.51% -483,018 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 701,674 $90.2M 0.18% -1,491,784 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 694,534 $89.3M 4.12% +76,595 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 681,693 $87.6M 35.13% -5,042 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 678,082 $87.1M 0.03% +17,563 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 676,985 $87M 0.02% +55,808 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 674,564 $86.7M 0.13% -87,701 13F-HR Timeline Group DC Investments Management, LLC More: the full row for DC Investments Management, LLC 667,054 $85.7M 35.73% +305,150 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 645,450 $83M 3.32% -1,775,077 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 604,423 $77.7M 0.1% +41,157 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 595,455 $76.5M 0.13% +60,296 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 589,674 $75.8M 4.2% -3,204 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 523,807 $67.3M 0.08% +46,045 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 521,529 $67M <0.01% +105,367 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 517,714 $66.5M 0.74% +17,198 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 509,308 $65.5M 38.18% +38,704 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 505,000 $64.9M 5.13% 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 492,626 $63.3M 9.13% -39,735 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 470,652 $60.5M 1.54% +6,518 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 468,056 $60.2M 1.41% -20,074 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 452,769 $58.2M 0.34% -21,856 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 442,004 $56.8M 0.08% +13,086 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 440,300 $56.6M 0.01% +35,171 13F-HR Timeline Group MADRONE ADVISORS, LLC More: the full row for MADRONE ADVISORS, LLC 440,016 $56.6M 7.86% -822,517 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 437,831 $56.3M 0.62% +38,318 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 390,377 $50.2M 1.79% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 381,560 $49M +233,458 Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 373,263 $48M 0.14% +50,620 13F-HR/A Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 352,318 $45.3M 19.37% -3,500 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/ 342,209 $44M 0.05% +61,648 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 333,001 $42.8M 0.04% +28,880 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 331,176 $42.6M 2.62% -570 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 324,913 $41.8M 2.11% -31,392 13F-HR/A Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 317,019 $40.7M 2.26% +31,009 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 302,086 $38.8M 5.17% +2,985 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 300,584 $38.6M 1.9% +35,769 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 289,399 $37.2M 1.01% +13,912 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 270,950 $34.8M -21,128 Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 264,860 $34M 8.94% -151 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 255,417 $32.8M 27.94% -23,957 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 254,767 $32.7M 0.04% +32,871 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 247,640 $31.8M +40,749 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 241,982 $31.1M 0.06% +20,515 13F-HR/A Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 237,425 $30.5M 12.09% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 222,800 $28.6M 0.26% +162,380 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 215,884 $27.7M 0.3% +328 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 213,298 $27.4M 0.08% +27,325 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 213,135 $27.4M 11.9% +137,588 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. 211,267 $27.2M 0.09% +58,142 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 210,792 $27.1M 0.04% +12,617 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 210,387 $27M 2.33% +14,637 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 202,561 $26M 1.54% -12,697 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 200,372 $25.8M 1.15% 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 198,256 $25.5M 13.09% -1,550 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 198,008 $25.3M 0.02% +52,910 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 195,441 $25.1M 0.49% +14,746 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 184,728 $23.7M 0.39% +3,878 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 183,440 $23.6M 0.13% -233,070 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 182,134 $23.4M 3.81% +23,354 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 180,348 $23.2M 0.02% +52,813 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 180,161 $23.2M 0.33% -2,342 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 178,195 $22.9M 1.09% +14,033 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 176,001 $22.6M 4.87% +19,418 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 174,526 $22.4M 5.92% +95,641 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 172,495 $22.2M <0.01% -1,852 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 162,081 $20.8M 2.12% +885 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 160,175 $20.6M 0.25% +2,315 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 157,887 $20.3M 0.11% +5,142 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 154,485 $19.9M -23,265 Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 151,772 $19.5M 0.01% +23,578 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 145,219 $18.7M 2.49% +8,695 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 144,683 $18.6M 0.1% +9,709 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 140,092 $18M 0.09% 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 139,617 $17.9M 7.58% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 138,266 $17.8M 0.04% +36,092 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 137,915 $17.6M <0.01% new 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 136,607 $17.6M 0.08% -8,494 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 136,126 $17.5M 1.09% +433 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 131,034 $16.8M -23,883 Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 130,561 $16.8M 4.49% +6,392 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 128,844 $16.6M 10.31% +1,829 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 126,869 $16.2M 2.2% -8,794 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 123,306 $15.8M 0.05% +7,392 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 122,316 $15.7M 5.17% +1,048 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 122,314 $15.7M 9.04% +350 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 120,975 $15.5M 5.56% +457 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 116,766 $15M 0.05% -718 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 116,710 $15M 0.26% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 115,591 $14.9M 0.28% +94,700 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 109,124 $14M 0.04% +17,939 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 108,330 $13.9M 0.61% +24,000 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 105,576 $13.6M 0.05% +10,737 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 104,619 $13.4M 3.54% +80 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 103,005 $13.2M 0.04% -65 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 102,303 $13.1M 0.78% +343 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 100,170 $13.1M 0.21% -939 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 101,397 $13M 0.01% -75,104 13F-HR Timeline Group Humankind Investments LLC More: the full row for Humankind Investments LLC 101,000 $13M 3.16% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 100,711 $12.9M 0.44% +4,638 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 100,074 $12.9M 0.1% -4,537 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 99,750 $12.8M 2.85% +1,333 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 99,048 $12.7M 4.52% -53,735 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 96,995 $12.5M 0.12% -28,687 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 94,881 $12.1M 1.07% +4,524 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 93,445 $12M 4.09% +20,061 13F-HR/A Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 90,665 $11.9M 0.9% -481 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 92,439 $11.9M <0.01% +15,914 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 91,983 $11.8M 0.06% +8,291 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 91,428 $11.8M 1.49% +274 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 91,097 $11.7M 10.17% +1,124 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 88,618 $11.4M 0.05% -20,075 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 87,155 $11.2M 0.95% -19,633 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 86,870 $11.2M 0.24% +1,026 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 86,734 $11.1M 3.07% +3,234 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 86,156 $11.1M 0.15% +7,364 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 86,038 $11.1M 2.71% +3,181 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 85,831 $11M 0.04% -3,008 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 83,873 $10.8M 1.83% -17,953 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 82,652 $10.6M 5.52% +69,606 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 80,183 $10.3M 0.46% +689 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 78,426 $10.1M 0.01% -12,220 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 75,600 $9.72M 0.01% +6,907 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 75,548 $9.71M 0.06% +11,206 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 73,847 $9.49M 0.08% -12,320 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 72,759 $9.35M 0.04% -1,630 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 71,594 $9.2M 1% +13,190 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 70,870 $9.11M 0.06% +3,937 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 70,254 $9.03M 3.4% +102 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 $8.98M 1.23% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 67,769 $8.8M 0.01% +8,789 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 66,666 $8.57M 4.43% -795 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 64,833 $8.33M 0.01% -37,454 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 64,220 $8.25M 0.24% +44,070 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 63,771 $8.2M 0.1% +19,372 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 62,141 $7.99M 0.32% +2,260 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 62,009 $7.97M 4.59% -97 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 61,365 $7.89M 4.19% +38,865 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 61,214 $7.87M 0.1% +4,744 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 61,200 $7.87M 0.06% new 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 60,988 $7.84M 0.04% -391 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 60,584 $7.79M 0.3% -2,510 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 60,304 $7.75M 0.32% +5,272 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 60,216 $7.74M 0.87% +1,027 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 58,825 $7.56M 1.2% -10,336 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 58,279 $7.49M 1.86% -24 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 56,948 $7.32M 0.09% 0 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 56,220 $7.23M 2.1% -539 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 55,867 $7.18M 0.94% -24,126 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 55,798 $7.17M 0.25% -3,877 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 55,681 $7.16M 0.53% +1,403 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 54,900 $7.06M 3.59% -2,336 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 54,897 $7.06M 0.86% -4,262 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 54,283 $6.98M 0.07% +742 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 54,096 $6.95M 3.41% +41 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,639 $6.89M 0.04% -870 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 52,854 $6.79M +5,213 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 52,094 $6.7M 0.13% +8,254 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 51,999 $6.68M 1.84% +3,153 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 51,754 $6.65M 0.07% +1,435 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 50,652 $6.51M 1.42% +21,352 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 50,305 $6.47M 0.34% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 50,206 $6.45M 2.2% +88 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 49,836 $6.4M 0.76% +326 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 49,673 $6.38M 1.1% +2,129 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 49,597 $6.37M 0.15% +557 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 46,990 $6.04M 0.26% +794 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 46,944 $6.03M 0.08% +3,662 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 46,521 $5.98M 0.1% +92 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 46,503 $5.98M 0.12% +2,608 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 45,901 $5.94M 0.05% +10,378 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 62,875 $5.9M 2.1% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 45,232 $5.81M 0.02% +3,150 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 45,158 $5.8M 3.88% +1,349 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 45,063 $5.79M 0.81% +1,297 13F-HR Timeline