BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 203,094,934 $18.4B 1.34% -24,667,309 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 105,157,541 $9.52B 0.57% +274,293 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 108,462,596 $9.49B 4.56% +7,829,374 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 85,182,345 $7.71B 1.54% +6,063,470 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 79,578,011 $7.2B +55,194,049 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 53,745,092 $4.87B +9,956,374 Timeline TIAA group of 4 filers holding More: the full row for TIAA 48,238,942 $4.3B -143,477 Timeline TIAA Wealth Investment Management… : 25,333,750 (16.96%) 13F-HR TIAA-CREF INDIVIDUAL & INSTITUTIO… : 19,326,473 (6.73%) 13F-HR Nuveen, LLC : 2,034,011 (0.05%) 13F-HR TIAA TRUST, NATIONAL ASSOCIATION : 1,544,708 (8.5%) 13F-HR LPL Financial LLC More: the full row for LPL Financial LLC 46,029,515 $4.17B 1.11% +5,240,582 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 44,654,401 $4.04B 1.25% +1,509,679 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 38,117,521 $3.45B 0.63% +2,957,022 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 36,364,920 $3.29B +1,144,755 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 35,665,870 $3.23B 3.92% +546,747 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 34,138,004 $3.09B 0.05% +2,621,084 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 28,383,955 $2.57B 0.14% +2,189,787 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,168,840 $1.92B 0.25% -2,427,215 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,125,357 $1.73B 2.34% +1,568,174 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,959,497 $1.66B 0.11% +782,333 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,811,167 $1.52B 0.88% +68,617 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,514,199 $1.5B 0.63% +4,018,275 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,413,138 $1.4B 0.32% +1,963,442 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,770,874 $1.25B 4.08% +82,285 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,481,025 $1.04B 0.96% +365,699 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,479,180 $1.04B 1.11% +720,499 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,358,893 $1.03B 1.46% +142,850 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,187,432 $922M 3.37% +822,623 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,746,939 $882M 1.03% +20,179 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 9,262,506 $839M 1.59% -346,397 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,847,558 $801M 0.15% +28,030 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,778,321 $795M 1.62% +413,330 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,663,055 $603M 8.4% +267,559 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 6,626,575 $600M +1,903,161 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,596,843 $590M 0.19% +148,313 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,173,951 $559M 0.87% +305,071 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,936,800 $537M 4.69% +754,249 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,692,802 $515M 0.55% +229,435 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,580,305 $505M 2.19% +159,858 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 5,317,741 $481M 0.59% +2,907,067 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 5,062,078 $457M 2.82% +93,408 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,045,664 $457M 0.11% +732,007 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,018,186 $454M 6.77% -228,796 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,678,255 $424M 6.08% +81,799 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,638,138 $420M 0.62% +656,054 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,635,334 $420M 8.62% +231,507 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,574,736 $414M 4.9% +40,861 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,269,609 $387M 2.07% +1,307,991 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,232,459 $383M 3.25% -228,125 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,020,374 $364M 1.01% -87,498 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,942,504 $357M 12.23% +154,999 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,893,439 $352M 11.71% +847,463 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,637,297 $329M 5.05% +106,426 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,578,092 $324M 8.97% +2,630 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,550,678 $321M 13.63% +93,744 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,492,404 $321M 0.54% -1,017,834 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,541,623 $321M 0.3% -107,960 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,526,617 $319M 3.83% +22,749 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,394,321 $307M 6.37% +261,720 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,345,713 $302M 0.43% +11,159 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 3,304,688 $299M 1.48% +168,924 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,274,660 $296M 4.59% +119,638 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,137,193 $284M 0.31% +3,131,435 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 3,088,039 $280M 14.48% -9,558 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,086,375 $279M 10.92% +227,620 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,963,954 $268M 2.46% +111,133 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,955,485 $268M -59,029 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,895,269 $262M 1.34% +60,038 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,876,994 $260M 0.46% +256,226 13F-HR Timeline Group NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 2,852,637 $258M 0.44% -1,105,166 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,849,680 $258M 0.36% -328,720 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,753,122 $249M 0.17% +69,482 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,684,302 $243M 1.83% +159,101 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,607,149 $236M 1.59% -6,526 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,581,035 $234M 3.56% +216,735 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,574,775 $233M 6.13% +207,631 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,571,288 $233M 9.75% +235,054 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 2,509,338 $227M 0.32% +697,956 13F-HR Timeline Group Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 2,476,353 $224M 7.79% -298,714 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 2,464,211 $223M 10.94% +396,092 13F-HR Timeline Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 2,412,970 $218M 9.56% -219,130 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,407,502 $218M 1.24% +85,809 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,365,635 $214M 0.53% +846,387 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,342,950 $212M 3.04% +210,607 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,288,069 $207M 2.88% +60,458 13F-HR Timeline Group Matson Money. Inc. More: the full row for Matson Money. Inc. 2,252,227 $204M 6.25% +4,943 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,206,556 $200M 0.29% +168,915 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,200,695 $199M 2.45% +163,645 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,167,028 $199M 21.72% +8,536 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,181,407 $197M 0.03% -363,269 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 2,154,493 $195M 7.86% -49,194 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,137,042 $193M 1.9% -121,174 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,133,256 $193M 0.15% +491,045 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,085,563 $187M 15.02% +2,210 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 2,036,600 $184M 22.33% -219,336 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,018,049 $183M 3.85% +125,686 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,973,972 $180M 0.4% -546,220 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,934,375 $175M 6.34% +123,084 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,817,309 $171M 2.19% +248,427 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,860,132 $168M 8.18% +7,278 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,847,267 $167M 8.62% -247,524 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,834,617 $166M +3,474 Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,790,366 $162M 12.13% +157,540 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,765,613 $160M 1.7% +38,751 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,763,387 $160M 9.9% +747,777 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,759,778 $159M -278,501 Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,726,878 $156M 4.96% -74,400 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,661,066 $150M 1.59% -36,658 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 1,636,608 $148M 0.75% +1,133,088 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,590,254 $144M 6.02% +137,123 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,559,760 $141M 0.36% +344,753 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,556,046 $141M 12.52% +42,356 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,539,531 $139M 2.92% -1,738,032 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,536,718 $139M 8.04% +239,124 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,484,614 $134M 3.43% -37,085 13F-HR Timeline UNC Management Company, Inc. More: the full row for UNC Management Company, Inc. 1,470,995 $133M 8.13% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,461,361 $132M 2.29% +184,237 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. 1,458,390 $132M +51,469 Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,434,765 $130M 9.21% +28,253 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,385,391 $125M 0.68% +13,532 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,370,752 $124M 9.99% +47,485 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,359,924 $123M 1.72% +72,400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,359,736 $123M +130,682 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,358,502 $123M 0.44% +81,248 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,355,041 $123M 0.21% -22,225 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,342,496 $122M 2.11% +61,359 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,337,502 $121M 14.19% -61,938 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,333,556 $121M 0.47% -593,700 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,322,097 $120M 3.15% +55,399 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,315,024 $119M 0.36% +321,783 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,513,975 $118M 0.76% +65,931 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,308,185 $118M 2.16% -86,484 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,306,747 $118M 0.64% +302,188 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,271,070 $115M 3.37% +55,870 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,223,339 $111M 4.99% +677,963 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,158,252 $111M 3.56% +49,757 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 1,207,900 $109M 1.22% +300,400 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,195,796 $108M 1.93% +477,168 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,190,974 $108M 9.7% -69,812 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,177,255 $107M 0.14% +190,788 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,139,343 $103M 10.14% +1,825 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,136,123 $103M 2.29% -56,372 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,121,853 $102M 8.12% +44,982 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,118,468 $101M 0.06% +22,208 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,099,376 $99.5M 4.01% +52,746 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 1,094,096 $99M 12.43% +53,288 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,088,243 $98.5M 1.44% -28,031 13F-HR Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 1,077,876 $97.6M 11.27% +143,540 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,072,589 $97.1M 1.33% +437,880 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,036,898 $93.9M 10.79% +23,797 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,035,256 $93.7M 1.07% +121,093 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,031,127 $93.3M 0.85% +107,080 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 1,030,827 $93.3M 0.79% +97,337 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 1,029,785 $93.2M 3.18% -44,076 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,015,521 $91.9M 1.71% +1,951 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,007,041 $91.2M 2.07% +77,742 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,006,724 $91.1M 9.58% +39,832 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,620,720 $90.8M 6.83% -90,317 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,000,681 $90.6M 4.72% -8,144 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 986,758 $89.3M 2.54% +71,182 13F-HR Timeline CX Institutional More: the full row for CX Institutional 985,753 $89.2M 2.72% -36,783 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 965,630 $87.4M 0.02% -909,431 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 958,261 $86.8M 9.03% +27,359 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 957,356 $86.7M 4.15% +48,129 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 956,091 $86.6M 1.88% +87,823 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 952,567 $86.2M 0.56% -98,310 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 948,853 $85.9M 5.04% -35,500 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 924,833 $85M 5.13% +3,558 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 926,698 $83.9M 11.73% -6,870 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 922,976 $83.6M 0.24% +49,728 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 919,863 $83.3M 3.14% +159,214 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 915,375 $82.9M 0.46% +131,539 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 887,509 $80.3M 8.51% +132,686 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. 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More: the full row for BAILARD, INC. 810,969 $73.4M 1.69% +16,584 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 806,398 $73M 8.62% +69,369 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 801,484 $72.6M 2.03% +254,760 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,133,104 $72.5M 1.73% +38,260 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 788,483 $71.4M 0.56% -22,139 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 780,448 $70.7M 7.6% -20,008 13F-HR Timeline Constellation Investments, Inc. 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