Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 15,507,273 $2.13B +15,506,776 Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 6,918,355 $950M 0.74% +3,230,070 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5,547,664 $764M 14.02% -6,751 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,086,528 $701M 0.04% +97,420 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,974,186 $548M 0.65% +1,205,105 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,517,968 $485M +995,402 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,676,691 $369M 0.05% +58,720 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/ 2,583,531 $356M 0.03% +79,428 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,457,089 $339M 0.06% +307,567 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,341,478 $323M 0.22% -60,695 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 2,132,755 $294M +683,524 Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 1,982,917 $273M 41.57% -268,994 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,963,042 $271M 0.53% -10,384 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,721,217 $237M 0.07% +99,098 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,595,000 $220M 8.09% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,590,278 $219M 0.04% -117,715 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,353,628 $187M 11.44% +29,370 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,117,803 $154M 0.03% +13,533 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,034,901 $143M 0.04% +52,605 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 822,620 $113M 0.14% -57,000 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 811,512 $112M 2.13% +21,665 13F-HR Timeline Group Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 810,395 $112M 48.16% +301,087 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 800,342 $110M 0.02% +360,042 13F-HR Timeline Group DC Investments Management, LLC More: the full row for DC Investments Management, LLC 772,225 $106M 44.14% +105,171 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 767,950 $106M 0.47% +8,103 13F-HR/A Timeline NEPC LLC More: the full row for NEPC LLC 755,778 $104M 2.74% -570,222 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 755,650 $104M 2.67% +819 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 742,558 $102M 0.12% +147,103 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 712,620 $98.2M 3.99% +18,086 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 707,428 $97.5M 5.5% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 706,115 $97.3M 0.13% +31,551 13F-HR Timeline Group Wind River Trust Co More: the full row for Wind River Trust Co 701,797 $96.7M 35.76% +20,104 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 693,567 $95.6M 0.03% +15,485 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 682,984 $94.1M 0.02% +5,999 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 648,048 $89.3M 0.14% +43,625 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 586,353 $80.8M 3.21% -59,097 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 582,385 $80.3M 3.74% -7,289 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 571,791 $78.8M 0.09% +47,984 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 538,183 $74.2M 0.81% +100,352 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 538,035 $74.1M <0.01% +16,506 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 516,290 $71.1M 0.73% -1,424 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 505,000 $69.6M 6.35% 0 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 497,447 $68.5M 14.27% -242,225 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 473,020 $65.2M 1.51% +2,368 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 467,124 $64.4M 1.34% -932 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 467,031 $64.4M 6.94% -25,595 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/ 461,161 $63.5M 0.07% +118,952 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 452,807 $62.4M 0.34% +38 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 450,445 $62.1M 0.08% +8,441 13F-HR Timeline MADRONE ADVISORS, LLC More: the full row for MADRONE ADVISORS, LLC 440,016 $60.6M 2.98% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 418,730 $57.7M +37,170 Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 390,377 $53.8M 1.67% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 387,753 $53.4M 0.15% +14,490 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 367,560 $50.6M 0.26% +184,120 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 333,970 $46M 0.04% +969 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 322,162 $44.4M 2.33% +5,143 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 319,408 $44M 17.78% -32,910 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 318,875 $43.9M 2.17% -12,301 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 314,751 $43.4M 5.43% +12,665 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 300,278 $41.4M 1.87% -24,635 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 299,674 $41.3M 0.99% +10,275 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 266,808 $36.8M 9.06% +1,948 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 261,376 $36M -9,574 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 256,384 $35.3M 0.05% +1,617 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 251,200 $34.6M 0.26% +28,400 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 244,364 $33.7M 0.09% +31,066 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 246,646 $33.4M 0.05% +4,664 13F-HR Timeline Group UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 239,037 $32.9M 16.1% -16,380 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 239,193 $32.7M 0.02% +41,185 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 236,038 $32.5M 0.06% -465,636 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 233,462 $32.2M 12.34% -3,963 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 230,570 $31.8M -17,070 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 218,553 $30.1M 0.05% +7,761 13F-HR Timeline Group SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 213,135 $29.4M 10.32% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 211,004 $29.1M 0.29% -4,880 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 209,163 $28.8M 2.26% -1,224 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 201,195 $27.7M 1.55% -1,366 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 199,679 $27.5M 1.12% -693 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 199,349 $27.5M 0.08% +76,043 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 198,849 $27.4M 0.49% +3,408 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 197,703 $27.2M 13.01% -553 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 196,096 $27M <0.01% +155,484 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 194,330 $26.8M 0.08% -16,937 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 190,546 $26.3M 6.32% +16,020 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 189,795 $26.2M 3.7% +7,661 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 187,558 $25.8M 0.35% +2,830 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 185,981 $25.6M 7.19% +148,775 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 183,527 $25.3M 4.97% +7,526 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 183,009 $25.2M 0.02% +2,661 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 178,346 $24.6M 1.08% +151 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 178,722 $24.3M 0.1% +20,835 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 176,348 $24.3M <0.01% +3,853 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 174,549 $24.1M 0.35% -5,612 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 168,150 $23.2M 11.28% +106,785 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 163,995 $22.6M 0.01% +12,223 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 162,702 $22.4M 2.12% +621 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 157,542 $21.7M 0.17% -2,633 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 153,942 $21.2M 0.1% +13,850 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 152,958 $21.1M -1,527 Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 142,622 $19.7M 6.26% +3,005 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 138,995 $19.2M 3.63% new 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 138,395 $19M <0.01% +480 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 136,398 $18.8M 1.06% +272 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 135,545 $18.7M 4.31% +4,984 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 135,028 $18.6M +3,994 Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 134,740 $18.6M 0.07% -1,867 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 132,869 $18.3M 2.28% -12,350 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 128,741 $17.7M 10.17% -103 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 123,937 $17.1M 0.04% +14,813 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 123,273 $17M 5.21% +957 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 119,913 $16.5M 5.47% -1,062 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 116,766 $16.1M 0.05% 0 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 115,903 $16M 0.22% -807 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 114,632 $15.8M 0.03% new 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 114,351 $15.8M 2.08% +111,953 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 113,550 $15.6M 0.01% +35,124 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 112,735 $15.5M 0.08% -31,948 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 111,932 $15.4M 0.03% -26,334 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 111,875 $15.4M 0.06% +6,299 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 149,655 $15.3M 4.69% +86,780 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 111,339 $15.3M 0.95% +16,458 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 108,330 $14.9M 0.54% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 105,758 $14.6M <0.01% +13,319 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 104,839 $14.4M 0.45% +4,128 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 104,619 $14.4M 3.72% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 103,393 $14.2M 0.1% +3,319 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 103,005 $14.2M 0.04% 0 13F-HR Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 101,655 $14M 1.67% -25,214 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 101,326 $14M 0.05% +15,495 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 101,000 $13.9M 3.19% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 100,577 $13.9M 4.55% +1,529 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 99,504 $13.7M 0.6% -201,080 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 96,615 $13.5M 0.19% -3,555 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 97,650 $13.5M 0.76% -4,653 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 96,234 $13.3M 0.05% +7,616 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 92,416 $12.7M 2.47% -7,334 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 92,367 $12.7M 3.59% -1,078 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 91,576 $12.7M 0.88% +911 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 91,481 $12.6M 1.53% +53 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 91,074 $12.5M 10.13% -23 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 90,996 $12.5M 0.64% +81,682 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 89,911 $12.4M 0.03% +17,152 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 88,788 $12.2M 0.16% +2,632 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 87,809 $12.1M 3.98% +1,075 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 87,381 $12M 0.25% +511 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 86,450 $11.9M 0.91% -705 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 86,285 $11.9M 2.77% +247 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 85,675 $11.8M 0.05% +10,127 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 84,950 $11.8M 0.02% +17,181 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 84,511 $11.6M 1.96% +638 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 82,674 $11.4M 0.07% +36,773 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 81,564 $11.2M 5.47% -1,088 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 81,239 $11.2M 0.13% +17,468 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 80,918 $11.2M 0.47% +735 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 80,387 $11.1M 0.02% +4,787 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 80,364 $11.1M 1.9% +10,484 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 74,936 $10.3M 0.06% +4,066 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 73,510 $10.1M 0.29% +9,290 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 72,590 $10M 0.96% +996 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 72,185 $9.95M 0.07% -1,662 13F-HR Timeline Group Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 70,329 $9.69M 3.49% +75 13F-HR Timeline Jasper Ridge Partners, L.P. 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