Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 31,015,329 $4.26B +15,506,787 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,804,241 $1.22B 0.07% +2,155,099 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 8,608,960 $1.19B 19% +508,466 13F-HR/A Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,446,903 $753M +3,534,040 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,369,493 $743M 0.05% +2,196,829 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,548,650 $629M 0.76% +310,719 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,157,055 $575M +335,262 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,600,100 $498M 0.54% +2,998,909 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 2,983,473 $400M 0.33% -762,439 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,485,624 $344M 0.05% -35,893 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,312,323 $320M 0.2% +2,064 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,304,753 $319M 0.06% +102,431 13F-HR Timeline Group BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 2,071,874 $287M 51.94% +64,091 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,478,809 $209M 0.07% -228,435 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,472,738 $204M 11.08% +43,807 13F-HR Timeline Group Cerity Partners LLC group of 3 filers holding More: the full row for Cerity Partners LLC 1,465,342 $203M -741,380 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,232,397 $170M 1.81% +497,645 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,219,829 $169M 0.04% +76,624 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,200,129 $166M 0.03% -8,710 13F-HR/A Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,103,217 $153M 0.25% -3,852 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,100,000 $152M 5.57% -495,000 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,025,373 $142M 0.23% +105,095 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,018,695 $141M 15.72% +689,524 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,000,602 $138M 0.25% -25,141 13F-HR Timeline Group Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 912,923 $126M 51.34% +14,814 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 885,102 $122M 46.87% +52,356 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 881,834 $122M 2.43% -48,942 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 866,336 $120M 1.93% -18,520 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 848,100 $117M 0.12% +81,021 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 835,703 $116M 0.04% -490,874 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 791,922 $110M 3% +7,305 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 791,069 $109M 0.47% -32,113 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 772,787 $107M 0.12% +79,707 13F-HR Timeline Group MADRONE ADVISORS, LLC More: the full row for MADRONE ADVISORS, LLC 751,043 $104M 10.11% +55,150 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 723,873 $100M 3.46% +6,895 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 643,393 $97.3M 15.13% +629,048 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 677,819 $93.7M 0.02% -429 13F-HR/A Timeline Group Wind River Trust Co More: the full row for Wind River Trust Co 626,805 $86.7M 32.7% -10,532 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 614,236 $85M 19.15% +9,516 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 655,991 $83.8M 0.12% -35,295 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 594,703 $82.3M 0.09% +16,690 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 575,257 $79.6M 3.42% -4,970 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 567,130 $78.4M 0.09% +16,160 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 560,011 $77.5M 0.01% -106,161 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 486,716 $72.5M +485,186 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 519,204 $71.8M 0.7% -10,112 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 493,679 $68.3M 2.57% -78,627 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 487,491 $67.4M 1.05% -15,692 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 497,680 $67M 0.03% +199,468 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 496,657 $66.6M <0.01% -12,462 13F-HR/A Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 481,063 $66.5M 1.23% +2,874 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 465,202 $64.3M 6.77% -31,728 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 451,000 $62.4M 8.62% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 439,739 $60.8M 0.34% -13,068 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 436,558 $60.4M 0.08% -35,967 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 435,400 $60.2M 0.35% +291,700 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 415,995 $57.8M +12,590 Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 390,377 $54M 1.89% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 379,038 $52.4M 2.13% -25,408 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 378,997 $52.4M 0.07% +5,992 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 377,047 $52.2M 0.04% +8,261 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 373,335 $51.6M 2.5% +3,270 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 490,210 $51.4M 18.6% +76,599 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 365,960 $50.6M 1.1% +34,172 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 328,705 $45.5M 1% +13,498 13F-HR/A Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 300,756 $41.6M 15.98% +14,679 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 291,889 $40.4M 0.11% +10,410 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 282,629 $39.1M 8.82% +1,947 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 280,584 $38.8M 12% +41,547 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. 277,111 $38.3M 0.11% +59,062 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 274,285 $37.9M <0.01% -167,495 13F-HR Timeline Group THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 270,708 $37.4M 10.88% +58,702 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 245,984 $34M +99,037 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 245,838 $34M 0.38% +244,373 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 245,038 $33.9M 1.55% -8,295 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 243,788 $33.7M 0.05% -1,169 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 242,000 $33.5M 0.23% -129,400 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 239,483 $33.1M 2.42% +24,195 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 236,329 $32.7M 0.05% -5,585 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 232,912 $32.2M 0.77% +231,447 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 228,011 $31.5M 4.73% +223,408 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 225,933 $31.3M 26.43% -40,982 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 225,310 $31.2M 1.68% +28,215 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 222,710 $30.8M 3.96% +20,849 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 217,936 $30.1M 11.39% +3,581 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 215,433 $29.8M 0.11% +108,271 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 212,296 $29.4M 0.15% +34,262 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 207,167 $28.7M 0.29% +890 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 206,150 $28.5M 1.52% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 205,920 $28.5M 0.46% +14,912 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 203,662 $28.2M 0.07% +14,547 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 201,230 $27.8M 0.01% +26,544 13F-HR Timeline Group Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 200,956 $27.8M 7.44% +12,836 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 200,854 $27.8M 12.6% +1,698 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 199,298 $27.6M -8,779 Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 197,749 $27.4M 43.85% +100,209 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 195,901 $27.1M 0.39% +46,823 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 195,069 $27M 0.01% +16,807 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 190,079 $26.3M 0.32% +1,728 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 188,630 $26.1M -255,961 Timeline Addison Capital Co More: the full row for Addison Capital Co 185,084 $25.6M 4.55% +122,635 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 178,195 $24.6M 0.23% +7,127 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 176,898 $24.5M 0.02% +6,075 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 169,384 $23.4M 2.09% +3,068 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 166,865 $23.1M 0.05% +32,034 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 164,781 $22.8M 0.89% -13,565 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 163,612 $22.6M 0.11% +16,905 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 162,433 $22.5M 0.03% +58,874 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 162,111 $22.4M 0.11% +190 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 160,105 $22.1M 0.17% +1,870 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 158,191 $21.6M 0.08% -15,591 13F-HR Timeline Group Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 155,814 $21.6M 11.23% -9,201 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 155,026 $21.4M 0.16% -275 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 153,720 $21.3M 0.06% -210,683 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 150,664 $20.8M 4.68% -38,172 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 148,255 $20.5M <0.01% +40,553 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 144,738 $20M 3.36% +68,990 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 144,690 $20M 4.23% +4,283 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 141,393 $19.6M 0.03% +37,999 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 140,924 $19.5M 2.28% -59 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 137,354 $19M 1.02% +323 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 134,512 $18.1M 0.65% +14,788 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 130,399 $18M +123,953 Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 130,162 $18M 2.54% -40,557 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 129,979 $18M 0.4% +30,373 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 128,257 $17.7M <0.01% +312 13F-HR Timeline Group HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 127,050 $17.6M 9.41% -6,568 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 119,894 $16.6M 3.22% -20,860 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 117,699 $16.3M 3.37% +38,403 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 117,634 $16.3M 0.09% +15,964 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 116,876 $16.2M 0.06% +17,237 13F-HR/A Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 116,591 $16.1M 4.82% -7,018 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 116,196 $16.1M 0.05% +20,211 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 116,001 $16M 4.69% +10,679 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 114,199 $15.8M 1.82% -660 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 114,060 $15.8M 10.3% -29,543 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 98,439 $15.3M 0.91% +3,966 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 109,484 $15.1M 0.15% +13,501 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 107,529 $14.9M 0.05% -9,375 13F-HR/A Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 106,318 $14.7M 0.47% +5,408 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 105,364 $14.6M 4% 0 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 105,058 $14.5M 6.96% -49,066 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 104,879 $14.5M 11.79% +2,772 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 104,826 $14.5M 4.5% -12,979 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 103,305 $14.3M 0.4% +16,166 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 102,744 $14.2M 0.05% 0 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 102,636 $14.2M 0.42% +445 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 102,468 $14.2M 0.41% +98,051 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 101,448 $14M 0.09% +10 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 99,475 $13.8M 6.38% +16,891 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 98,733 $13.7M 0.27% +9,540 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 96,796 $13.4M 0.14% +10,899 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 95,910 $13.3M 0.16% +5,914 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 94,227 $13M 0.7% -2,039 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 94,015 $13M 0.16% +4,533 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 93,013 $12.9M 9.13% +985 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 90,911 $12.6M 1.33% +13 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 90,106 $12.5M 0.01% -441,123 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 89,206 $12.3M 0.51% +1,153 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 88,856 $12.3M 2.38% -10,046 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 88,420 $12.2M 0.44% +6,450 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 87,025 $12M 2.34% +2,698 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 86,830 $12M 0.45% 0 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 86,706 $12M 0.15% +27,349 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 85,270 $11.8M 2.47% -434 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 83,666 $11.6M 6.05% +79,425 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 82,810 $11.5M 0.06% +2,691 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 81,769 $11.3M 0.19% +22,826 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 80,772 $11.3M 0.84% -2,594 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 80,764 $11.2M 4.22% -6,813 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 79,826 $11M 0.64% -176,828 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 79,243 $11M 0.04% +1,974 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 79,035 $10.9M 0.02% +64,106 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 77,293 $10.7M 0.08% +6,683 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 75,902 $10.5M 0.41% +60,113 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 75,547 $10.4M 3.84% -137,588 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 74,633 $10.3M 0.98% -715 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 74,596 $10.3M 0.07% new 13F-HR/A Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 73,784 $10.2M 1.97% +4,094 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 73,280 $10.1M 0.06% +115 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 71,375 $9.87M 0.33% +1,573 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 64,800 $9.8M 3.48% -1,539 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 69,881 $9.74M 0.02% -20,496 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 70,103 $9.7M 3.13% -397 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 68,350 $9.45M 1.94% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 67,490 $9.34M 0.18% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 66,869 $9.25M 0.1% -55,978 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 65,131 $9.01M 0.33% +1,836 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 64,645 $8.94M 0.89% +1,912 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 64,515 $8.92M 1.41% +4,952 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 57,225 $8.63M 0.13% +1,688 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 61,957 $8.57M 0.01% +11,058 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 61,880 $8.56M 0.56% +3,830 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 59,159 $8.55M 0.28% +12,434 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 61,220 $8.47M 0.33% +5,712 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 60,988 $8.44M 0.03% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 60,649 $8.39M 2.36% +2,823 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 60,265 $8.34M 0.84% -27,371 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 59,733 $8.26M 0.9% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,624 $8.25M 0.04% +2,107 13F-HR Timeline