BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 204,783,528 $19.8B 1.27% +1,688,594 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 113,501,860 $10.8B 4.34% +5,039,264 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 106,642,553 $10.3B 0.54% +1,485,012 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 90,734,083 $8.76B 1.52% +5,551,738 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 78,448,276 $7.58B -1,129,735 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 52,284,867 $5.05B -1,460,225 Timeline TIAA group of 4 filers holding More: the full row for TIAA 50,537,169 $4.87B +2,298,227 Timeline TIAA Wealth Investment Management… : 27,083,395 (17.42%) 13F-HR TIAA-CREF INDIVIDUAL & INSTITUTIO… : 19,810,756 (6.59%) 13F-HR Nuveen, LLC : 2,118,811 (0.05%) 13F-HR TIAA TRUST, NATIONAL ASSOCIATION : 1,524,207 (8.7%) 13F-HR LPL Financial LLC More: the full row for LPL Financial LLC 47,763,542 $4.61B 1.04% +1,734,027 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 46,049,336 $4.45B 1.21% +1,394,935 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 38,647,342 $3.73B 0.61% +529,821 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 37,311,410 $3.6B +946,490 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 35,990,373 $3.48B 3.8% +324,503 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 34,237,509 $3.31B 0.05% +99,505 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 29,875,730 $2.89B 0.13% +1,491,775 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,668,695 $2B 0.21% -500,145 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,301,863 $1.86B 0.11% +342,366 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,979,459 $1.64B 0.81% +168,292 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,097,270 $1.55B 1.86% -3,028,087 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,014,350 $1.45B 0.29% -398,788 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,058,378 $1.36B 3.98% +863,275 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,139,091 $1.17B 0.43% -4,375,108 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,603,700 $1.12B 1.36% +244,807 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,556,893 $1.12B 1.02% +77,713 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,822,791 $1.05B 4.58% +6,553,182 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,588,773 $1.02B 0.85% -892,252 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,377,291 $1B 3.3% +189,859 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,178,869 $983M 1.03% +431,930 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,554,572 $923M 1.59% +776,251 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,263,997 $895M 0.15% +416,439 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 8,955,018 $865M 1.46% -307,488 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,779,124 $848M +2,152,549 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,772,847 $654M 7.99% +109,792 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,923,111 $627M 0.21% +326,268 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 6,473,398 $625M 0.68% +1,155,657 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,442,419 $622M 0.86% +268,468 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,325,648 $611M 4.54% +388,848 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,144,370 $593M 0.57% +451,568 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,786,155 $559M 2.04% +205,850 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,687,902 $549M 0.12% +642,238 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,376,316 $519M 1.51% +4,829,588 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,029,440 $486M 2.68% -32,638 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,856,323 $469M 5.97% +178,068 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,815,001 $465M 5.54% -203,185 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,635,301 $448M 0.91% +614,927 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,567,544 $441M 4.8% -7,192 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,450,490 $430M 0.53% -187,648 13F-HR/A Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,169,800 $403M 3.01% -62,659 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,140,505 $400M 0.25% +1,003,312 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,008,471 $387M 12.73% +65,967 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,899,413 $377M 11.72% +5,974 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,851,465 $372M 4.97% +214,168 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,762,914 $363M 4.81% +488,254 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,705,860 $358M 6.58% +311,539 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,677,104 $355M 7.68% +99,012 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,646,299 $352M 3.76% +119,682 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,612,061 $349M 0.31% +70,438 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,613,535 $347M 0.53% +121,131 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,543,932 $342M 11.75% +457,557 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,523,642 $340M 12.98% -27,036 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,429,402 $331M 1.36% +124,714 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,377,165 $326M 0.45% +31,452 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. 3,141,044 $303M 0.47% +264,050 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 3,108,202 $300M 14.14% +20,163 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,097,076 $299M 2.58% +133,122 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,052,220 $295M 3.99% +471,185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,027,300 $292M +71,815 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 3,010,806 $291M 0.33% +501,468 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,910,642 $281M 2.08% +226,340 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,845,616 $275M 0.35% -4,064 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,770,947 $268M 2.6% +2,133,219 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,731,152 $264M 9.75% +159,864 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,717,102 $262M 0.15% -36,020 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,650,160 $256M 6.04% +75,385 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,561,392 $247M 2.94% +218,442 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,521,994 $244M 0.93% +114,492 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,500,607 $242M 7.94% +566,232 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,414,105 $233M 1.39% -193,044 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,387,887 $231M 3.45% +369,838 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 2,378,304 $230M 21.97% +341,704 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,316,888 $224M 0.26% +110,332 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,309,310 $223M 2.45% +108,615 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,296,101 $222M 2.67% +8,032 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,293,303 $221M 0.43% -72,332 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,291,497 $221M 0.03% +110,090 13F-HR Timeline Group Matson Money. Inc. More: the full row for Matson Money. Inc. 2,251,588 $217M 6.06% -639 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 2,250,640 $217M 0.15% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,197,743 $212M 0.14% +64,487 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,188,095 $210M 20.66% +21,067 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 2,163,492 $209M 0.31% -689,145 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,145,326 $206M 14.71% +59,763 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,123,908 $205M 7.29% -30,585 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 2,077,341 $201M 0.03% +1,111,711 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,056,736 $199M 1.91% -80,306 13F-HR Timeline UNC Management Company, Inc. More: the full row for UNC Management Company, Inc. 2,037,480 $197M 9.52% +566,485 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,993,012 $193M 0.32% +19,040 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 1,956,850 $189M 11.81% -507,361 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,886,270 $182M 2.28% +68,961 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,858,958 $180M 7.81% -1,174 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,857,171 $179M 8.43% +9,904 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 1,825,722 $176M 0.65% +189,114 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,802,606 $174M 4.83% +75,728 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,800,023 $174M 2.17% +260,492 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,766,800 $171M +7,022 Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,740,104 $168M 2.43% -25,509 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,707,890 $165M 1.56% +46,824 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,660,460 $160M 5.87% +70,206 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,610,916 $156M 7.9% +74,198 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,567,578 $151M 11.74% +11,532 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,551,330 $149M 0.89% +37,355 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,520,243 $147M 0.68% +134,852 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,496,403 $145M 0.74% -1,398,866 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,486,643 $144M 0.67% +179,896 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,452,417 $140M 3.21% -32,197 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,426,574 $138M 1.97% -34,787 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,419,270 $137M 8.65% -15,495 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,406,650 $136M 9.69% +35,898 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,403,968 $136M 0.48% +70,412 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,394,259 $135M 0.4% +35,757 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,392,936 $135M 0.21% +37,895 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,383,831 $134M 1.69% +23,907 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,372,046 $133M 1.98% +29,550 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,371,932 $133M 0.3% -187,828 13F-HR/A Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,348,829 $130M -10,907 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,343,998 $130M 2.99% +21,901 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,340,715 $129M 1.99% +32,530 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,333,656 $129M 7.15% -429,731 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,293,588 $125M 1.93% +97,792 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,288,308 $124M 0.29% -26,716 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,285,211 $124M -549,406 Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,283,865 $124M 3.28% +12,795 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 1,270,232 $123M -188,158 Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,210,097 $117M 9.32% +19,123 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,188,881 $116M 3.17% +30,629 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,189,720 $115M 4.13% +90,344 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 1,164,620 $112M 13.32% +70,524 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,153,599 $111M 1.31% +81,010 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,136,642 $110M 9.83% -2,701 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,136,555 $110M 8.07% +14,702 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,125,655 $109M 11.96% -211,847 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,112,546 $107M 3.49% -1,363,807 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,104,661 $107M 0.17% +246,863 13F-HR Timeline Group AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 1,103,300 $107M 0.92% -104,600 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,096,285 $106M 1% +65,158 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,092,229 $105M 0.63% +139,662 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,086,941 $105M 0.05% -31,527 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,086,316 $105M 2.05% +79,275 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 1,078,383 $104M 0.73% +47,556 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 1,070,948 $103M 2.16% -65,175 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,059,493 $102M 0.52% +144,118 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,045,647 $101M 10.28% +8,749 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,044,216 $101M 3.42% +14,431 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,695,488 $100M 6.6% +74,768 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,031,811 $99.7M 1.6% +16,290 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,027,001 $99.2M 4.54% +26,320 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,026,913 $99.2M 9.11% +20,189 13F-HR/A Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 1,017,877 $98.3M 10.33% -59,999 13F-HR Timeline Graves Light Lenhart Wealth, Inc. 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