VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 75,377,737 $4.44B 0.08% +8,518,721 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/ 22,465,750 $1.32B 0.12% -1,256,381 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,703,993 $867M +735,947 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,788,140 $577M 0.04% +300,593 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,609,457 $389M 0.51% -6,645,419 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,356,658 $375M 1.25% +74,357 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,725,647 $337M 13.43% +5,700,060 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,628,340 $330M 3.37% +173,781 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,945,442 $291M 0.61% -136,678 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,795,167 $283M 2.81% +195,204 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,686,043 $217M 0.06% +138,344 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,635,040 $214M 0.05% +104,921 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 3,388,169 $200M 12.34% -26,601 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,084,598 $182M 3.45% +21,886 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,067,446 $181M 0.04% +218,912 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,028,275 $178M +662,899 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,012,718 $178M 0.07% +395,014 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,734,817 $161M 0.31% +89,895 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,703,761 $159M 0.26% +632 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,673,222 $158M 0.06% 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,514,188 $148M 0.04% +271,163 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 2,330,013 $137M 0.07% -49,338 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,201,021 $130M 8.18% +101,880 13F-HR Timeline Group First American Financial Corp More: the full row for First American Financial Corp 1,859,385 $110M 37.56% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,703,472 $100M 0.14% +104,188 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,654,670 $97.5M 0.21% +255,020 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,627,209 $95.9M 3.3% +178,879 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,522,831 $89.7M 0.2% +238,365 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,511,323 $89.1M 0.25% +47,877 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,503,642 $88.6M 11.33% -49,184 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,389,071 $81.9M 0.03% +12,375 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,321,165 $77.9M 0.64% +126,023 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,297,198 $76.4M 8.78% +44,575 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,282,775 $75.6M +75,341 Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,271,609 $74.9M 4.29% +91,450 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,224,197 $72.1M 6.51% -9,267 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,212,000 $71.4M 0.01% +42,472 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,208,836 $71.2M +74,794 Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,192,073 $70.2M 4.34% +7,938 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,168,046 $68.8M 6.41% +87,782 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,136,034 $66.9M 0.01% +299,587 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,113,805 $65.6M 4.77% +111,524 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,109,780 $64.6M 7.25% +22,816 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,044,344 $61.6M 4.12% -17,785 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,015,951 $59.9M 3.69% new 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 952,660 $56.1M 11.72% +184,000 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 950,863 $56M 8.01% +13,640 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 939,011 $55.3M 0.06% +40,106 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 910,616 $53.7M 1.75% -68,062 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 893,322 $52.6M 0.08% +69,283 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 821,016 $48.4M 11.49% +38,043 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 769,477 $47.7M 0.31% +755,957 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 784,000 $46.2M 7.34% +15,838 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 776,362 $45.8M 0.36% +81,279 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 764,747 $45.1M 0.45% +16,712 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 760,525 $44.8M 0.89% -666,887 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 748,428 $44.1M 0.36% +8,377 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 731,509 $43.1M 2.04% +10,159 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 724,798 $42.7M 15.45% +36,328 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 710,062 $41.9M 1.16% -11,917 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 708,019 $41.7M 7.33% +57,705 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 706,866 $41.7M 16.82% +58,804 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 704,687 $41.5M 2.86% +372,972 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 704,500 $41.5M 8% 0 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 692,479 $40.8M 2.63% +36,758 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 674,468 $39.7M 0.04% +24,105 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 656,793 $38.7M 5% +2,376 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 645,534 $38M <0.01% -68,232 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 643,963 $37.9M 0.15% -19,964 13F-HR/A Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 638,857 $37.6M 10.46% 0 13F-HR Timeline Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 638,092 $37.6M 8.62% +38,621 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 632,840 $37.3M 0.1% +97,871 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 623,988 $36.8M 2.89% -20,305 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 611,714 $36M 7.7% 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 608,114 $35.8M 1.17% +29,627 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 598,593 $35.3M 9.8% -6,061 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 586,516 $34.6M 10.35% +6,437 13F-HR Timeline 25 LLC More: the full row for 25 LLC 578,789 $34.1M 14.44% +40,530 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 576,226 $34M 0.48% +44,230 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 564,690 $33.3M 5.85% +29,271 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 561,480 $33.1M 0.11% +25,094 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 554,658 $32.7M 5.68% +21,797 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 538,479 $31.7M 1.56% -62,371 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 534,676 $31.5M 0.73% +6,102 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 526,292 $31M 3.32% +3,097 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 514,284 $30.3M 0.15% -30,782 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 510,880 $30.1M 0.17% +60,449 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 502,678 $29.6M 0.28% +10,060 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 500,437 $29.5M 0.02% +61,825 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 497,247 $29.3M 0.7% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 494,166 $29.1M 2.41% +1,590 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 486,101 $28.6M 0.33% -14,734 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 483,717 $28.5M 3.98% +32,319 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 482,948 $28.5M 2.18% +15,923 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 471,397 $27.8M 2.58% -2,810 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 470,599 $27.7M 2.63% +119,919 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 469,527 $27.7M 0.07% +236,338 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 465,600 $27.4M 14.1% +485 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 454,253 $26.8M 4.71% -4,605 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 437,185 $25.8M +42,613 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 422,209 $24.9M 0.05% +6,046 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 420,742 $24.8M 0.99% +3,563 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 420,525 $24.8M 0.89% -1,587 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 415,435 $24.5M 0.04% +9,466 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 415,224 $24.5M 0.99% +18,822 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 413,192 $24.3M 2.93% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 403,500 $23.8M 2.1% -2,276 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 388,152 $22.9M 3.2% +33,504 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 380,309 $22.4M <0.01% +41,622 13F-HR Timeline Group Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 380,099 $22.4M 26.31% -36,711 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 371,181 $21.9M 2.83% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 361,549 $21.3M 14.37% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 354,689 $20.9M 0.09% -15,662 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 352,404 $20.8M 1.36% +98,495 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 341,015 $20.1M 2.48% +7,598 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 323,081 $19.1M 13.96% 13F-HR/A Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 318,258 $18.8M 10.01% +12,343 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 317,707 $18.7M 0.6% new 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 314,823 $18.6M 4.62% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 301,098 $18.2M 0.1% +29,930 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 298,763 $17.6M 0.19% +17,366 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 297,800 $17.5M 4.41% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 296,355 $17.5M 6.88% -1,117 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 296,094 $17.4M 10.25% +5,630 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 294,982 $17.4M 2.95% +13,246 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 293,359 $17.3M 1.29% +20,125 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 289,202 $17M 15.18% +747 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 287,696 $17M 9.05% +1,554 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 275,016 $16.9M 0.11% -3,683 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 280,635 $16.5M 10.69% +6,610 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 277,229 $16.3M 8.99% +17,239 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 272,618 $16.1M 4.5% +21,896 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 269,981 $15.9M 0.23% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 266,842 $15.7M 3.62% +14,577 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 265,771 $15.7M 8.74% -2,574 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 265,611 $15.7M 6.17% +3,701 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 259,371 $15.3M 3.91% +15,789 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 259,348 $15.3M 7.6% +913 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 256,362 $15.1M 7.42% -24,581 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 252,509 $14.9M 0.23% +206,957 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 251,873 $14.8M 0.11% +176,760 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 241,319 $14.2M 0.19% +1,194 13F-HR Timeline Group Drystone LLC More: the full row for Drystone LLC 241,228 $14.2M 14.2% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 240,206 $14.2M 0.96% -61,465 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 235,531 $13.9M 5.9% +12,074 13F-HR/A Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 231,680 $13.7M 5.28% -42,885 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 224,939 $13.3M 0.6% +56,388 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 222,124 $13.1M 0.38% -187,269 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 218,203 $12.9M 10.61% +1,639 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 217,133 $12.8M 0.93% +676 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 213,368 $12.6M 8.06% +2,407 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 209,458 $12.3M 0.68% -8,578 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 205,783 $12.1M 1.57% +137,939 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 198,738 $11.7M 0.13% -14,613 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 198,531 $11.7M 0.27% +2,492 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 197,149 $11.6M 0.01% 0 13F-HR/A Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 193,462 $11.4M 3.11% +5,026 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 188,598 $11.1M 0.61% +23,940 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 185,800 $10.9M 0.13% +17,384 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 183,744 $10.8M 0.03% +24,580 13F-HR/A Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 183,734 $10.8M 2.84% +43,152 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 180,443 $10.6M 10.09% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 180,370 $10.6M 0.02% +49,650 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 179,105 $10.6M 0.4% -1,393 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 178,556 $10.5M 1.3% +98,823 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 174,628 $10.3M 0.48% +8,112 13F-HR/A Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 174,318 $10.3M 3.33% +2,288 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 167,433 $9.87M 0.11% +102,549 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 164,513 $9.69M 0.32% -8,537 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 164,345 $9.69M 0.79% -66 13F-HR Timeline Group Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 163,993 $9.66M 5.09% 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 162,865 $9.6M 0.23% +727 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 160,402 $9.45M 0.14% +9,507 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 159,875 $9.42M 0.12% +10,571 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 159,760 $9.41M 3.13% -658 13F-HR/A Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 158,702 $9.35M 0.3% +20,010 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 158,491 $9.34M 0.06% +3,500 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 155,588 $9.17M 0.09% +2,120 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 154,056 $9.08M 0.01% +12,120 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 153,186 $9.03M 2.52% +118,391 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 152,790 $9M 1.45% -1,112 13F-HR/A Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 150,318 $8.86M 18.08% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 147,217 $8.68M 0.32% +3,890 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 146,938 $8.66M 4.35% +624 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 139,056 $8.4M 2.7% +17,531 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 142,472 $8.4M 5.1% +69 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 142,270 $8.39M 8.33% +1,418 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 140,510 $8.28M 0.23% -6,452 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 139,538 $8.22M 0.7% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 139,472 $8.22M 0.15% -91,221 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 139,424 $8.22M 1.1% -164 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 138,996 $8.19M 6.25% -1,658 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 138,736 $8.18M 6.52% -36,467 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 137,361 $8.09M <0.01% -134,162 13F-HR Timeline Group Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 136,443 $8.04M 6.17% +3,021 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 135,475 $7.98M 8.05% 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 135,130 $7.96M 4.28% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 133,684 $7.88M 0.01% +11,863 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 133,544 $7.87M 0.31% +651 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 132,620 $7.82M 4.45% +16,697 13F-HR Timeline