BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 227,762,243 $20.4B 1.48% +2,898,995 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 104,883,248 $9.38B 0.56% +4,892,313 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 100,633,222 $9B 5.49% +4,092,682 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 79,118,875 $7.08B 1.38% +2,898,461 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 48,382,419 $4.34B -942,901 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 43,788,718 $3.92B -4,100,202 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 43,144,722 $3.86B 1.2% +5,635,481 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 40,788,933 $3.65B 1% +1,799,732 13F-HR Timeline NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35,220,165 $3.15B +1,044,074 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 35,160,499 $3.15B 0.55% +1,557,410 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 35,119,123 $3.14B 3.68% -332,556 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 31,516,920 $2.82B 0.05% -1,092,318 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 26,194,168 $2.34B 0.12% +1,426,765 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 24,383,962 $2.18B +3,109,655 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,596,055 $2.11B 0.3% +173,185 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,177,164 $1.63B 0.11% +667,156 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,557,183 $1.57B 2.1% +1,233,072 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. 16,742,550 $1.5B 0.82% +379,750 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,688,589 $1.22B 3.93% -76,471 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,449,696 $1.2B 0.27% +633,958 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,495,924 $1.12B 0.44% -1,130,965 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,216,043 $1B 1.46% -384,681 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,115,326 $994M 0.89% +809,906 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,758,681 $962M 1.05% +261,488 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,726,760 $870M 1.04% +475,010 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 9,608,903 $860M 1.64% -258,017 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,364,809 $838M 3% +696,674 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,819,528 $789M 0.14% -84,132 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,364,991 $748M 1.53% +324,352 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,448,530 $577M 0.18% -122,971 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,395,496 $572M 8.04% -108,946 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,868,880 $525M 0.82% +234,421 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,463,367 $489M 0.53% +660,292 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,420,447 $485M 2.06% +295,149 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,246,982 $469M 6.83% +403,031 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,182,551 $464M 4.55% +1,603,297 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,968,670 $444M 2.68% +27,703 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,723,414 $423M +1,129 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,596,456 $411M 6.07% +235,394 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,510,238 $408M 0.66% +554,123 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,533,875 $406M 4.61% -10,190 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,460,584 $399M 3.21% +276,466 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,403,827 $394M 8.03% +8,602 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,313,657 $386M 0.09% -879,706 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,107,872 $367M 0.9% +565,425 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,982,084 $356M 0.54% -238,089 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. 3,957,803 $354M 0.53% 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,787,505 $339M 11.54% +75,612 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,649,583 $326M 0.32% -56,042 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,575,462 $320M 7.64% +36,016 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,530,871 $316M 4.82% +103,272 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,503,868 $313M 3.63% -34,605 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,456,934 $309M 13.22% +16,260 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,334,554 $298M 0.4% +303,391 13F-HR/A Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,277,563 $293M 5.97% -1,268,847 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,178,400 $284M 0.38% -337,390 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,155,022 $282M 4.65% +476,553 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,135,764 $280M 1.47% +162,426 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,132,601 $280M 5.97% +277,421 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 3,097,597 $277M 14.35% -54,785 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,045,976 $272M 8.89% -14,944 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,014,514 $266M +830,721 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,961,618 $265M 1.45% +406,647 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,858,755 $256M 9.77% +295,418 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,852,821 $255M 2.28% +31,873 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,835,231 $254M 1.39% -4,403 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 2,775,067 $248M 8.19% -66,042 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,683,640 $240M 0.17% -15,953 13F-HR Timeline Group Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 2,632,100 $235M 10.08% +86,095 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,620,768 $234M 0.42% +457,686 13F-HR/A Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,613,675 $234M 1.63% +33,373 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,520,192 $231M 0.31% +16,846 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,544,676 $228M 0.03% -218,374 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,525,201 $226M 1.71% +175,334 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,410,674 $217M 0.26% -376,538 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,367,144 $212M 5.64% +225,729 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,364,300 $212M 3.12% +449,393 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,336,234 $209M 9.09% +171,185 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,321,693 $208M 1.2% +88,449 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,258,216 $202M 1.85% -468,607 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 2,255,936 $202M 20.89% +169,636 13F-HR Timeline Matson Money. Inc. More: the full row for Matson Money. Inc. 2,247,284 $201M 6.35% +24,404 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,227,611 $199M 2.67% -48,556 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 2,203,687 $197M 7.48% +199,360 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,158,492 $193M 20.94% -9,666 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,132,343 $191M 3.15% 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,094,791 $187M 9.75% +51,286 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,083,353 $186M 15.02% +25,354 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 2,068,119 $185M 10.34% +67,474 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,037,050 $183M 2.33% +151,417 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,037,641 $182M 0.27% -589,033 13F-HR Timeline Group Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 2,038,279 $182M +24,805 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,927,256 $171M 0.67% +137,711 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,892,363 $169M 3.53% +41,962 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,875,061 $168M 0.03% +316,582 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,852,854 $166M 7.93% +29,039 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,831,143 $164M -47,700 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 1,811,382 $162M 0.23% +182,253 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,811,291 $162M 6.07% +199,944 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,801,278 $161M 5.87% -141,970 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,726,862 $154M 1.53% +248,742 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,697,724 $152M 1.61% +62,120 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,642,211 $147M 0.11% -1,508 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,632,826 $146M 11.89% +234,965 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,568,882 $140M 1.84% +118,123 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,521,699 $136M 3.52% -31,092 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,519,248 $136M 0.31% +85,521 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,513,690 $135M 12.43% -7,285 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,453,131 $130M 5.58% +118,157 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,448,044 $130M 0.89% +45,650 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 1,406,921 $126M +99,015 Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,406,512 $126M 9.5% +60,822 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,399,440 $125M 14.66% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,394,669 $125M 2.27% -95,298 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,377,266 $123M 0.23% -47,694 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,371,859 $123M 0.67% -638,612 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,277,124 $121M 2.13% -104,622 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,323,267 $118M 9.72% +13,797 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,297,594 $116M 6.46% +113,407 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,287,524 $115M 1.53% -25,263 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 1,281,137 $115M 2.09% +21,633 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,277,254 $114M 0.41% +82,102 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,266,698 $113M 3.14% -649 13F-HR/A Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,260,786 $113M 9.26% +72,562 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,235,426 $111M 0.44% +8,226 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,229,054 $110M +79,388 Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,215,200 $109M 3.24% +6,056 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,215,007 $109M 0.29% +85,028 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,192,495 $107M 2.4% -49,460 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,137,518 $102M 9.95% -3,984 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,108,495 $101M 3.52% -19,066 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,116,274 $99.9M 1.51% -66,103 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,711,037 $99.2M 7.86% +59,586 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,100,810 $98.5M 10.25% +8,939 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,096,260 $98.1M 0.06% +116,990 13F-HR/A Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 1,076,871 $96.3M 7.75% +58,480 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,073,861 $96.1M 3.2% +20,883 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,050,877 $94M 0.6% -18,793 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,046,630 $93.6M 3.53% +7,456 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 1,040,808 $93.1M 11.93% +35,379 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,022,536 $91.5M 2.73% -55,783 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,015,610 $90.9M 5.53% +10,845 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,013,570 $90.7M 1.67% +116,916 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,013,101 $90.6M 10.45% +21,311 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,008,825 $90.5M 4.72% +29,532 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,004,559 $89.9M 0.52% +370,179 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 993,241 $88.9M 0.32% +111,247 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 986,467 $88.2M 0.11% -537,811 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 984,353 $88.1M 4.99% +32,400 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 966,892 $86.5M 9.47% +47,414 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 950,067 $85M 0.23% +250,382 13F-HR Timeline Group MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 934,336 $83.6M 10.02% -232,774 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 933,568 $83.5M 11.11% -51,663 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 933,490 $83.5M 0.72% +103,475 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 930,902 $83.3M 8.83% +36,025 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 929,299 $83.1M 1.79% +118,634 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 924,047 $82.7M 1.04% +79,311 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 921,275 $82.4M 4.99% +21,081 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 915,576 $81.9M 2.35% +76,404 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 914,163 $81.8M 0.94% +60,576 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 909,227 $81.3M 3.92% +70,577 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 907,500 $81.2M 0.71% -65,500 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 886,889 $79.3M 0.06% +276,096 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 873,248 $78.1M 0.21% +102,379 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 868,268 $77.7M 1.83% +56,434 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 863,260 $77.2M 4.69% +23,752 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 857,046 $76.7M 10.7% -11,823 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 856,832 $76.7M 22.54% +315,895 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 838,033 $75M 4.71% -18,519 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 833,783 $74.6M 2.25% +57,597 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 810,622 $72.5M 0.58% -9,494 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 800,456 $71.6M 7.76% +5,038 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 796,404 $71.2M 0.7% +7,392 13F-HR Timeline BAILARD, INC. 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