BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 222,148,087 $18.4B 1.19% +2,278,466 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 128,282,433 $10.6B 0.56% +2,023,231 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 91,123,857 $7.55B 1.31% +3,739,597 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 78,943,848 $6.54B 3.82% +1,288,994 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 73,180,454 $6.06B -19,503,900 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 48,071,491 $3.98B 0.9% -4,160,035 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 46,796,427 $3.82B 0.22% +1,760,656 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 44,414,287 $3.68B 0.05% -6,207,304 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 41,965,218 $3.48B -968,339 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 40,620,373 $3.36B 6.47% -65,823 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 32,271,478 $2.65B -1,411,985 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 29,088,603 $2.41B 2.63% -441,382 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 26,247,498 $2.17B 0.23% -79,203 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,551,842 $1.75B 0.7% +1,494,717 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 20,648,030 $1.71B 0.07% -935,914 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,134,881 $1.67B 0.89% +694,606 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,009,721 $1.66B 0.45% +104,396 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 19,916,029 $1.65B 0.27% -912,843 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 16,950,847 $1.4B 22.43% +717,088 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 15,858,565 $1.31B 0.84% +8,885,699 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. 15,809,719 $1.31B 0.65% +785,283 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,904,934 $1.23B 1.48% +3,402,219 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 12,917,834 $1.07B -1,005,911 Timeline State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 12,458,692 $1.03B 3.52% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,117,805 $838M 0.31% +1,097,207 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,558,345 $792M 2.32% +268,534 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,531,385 $790M 1.36% +234,352 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,506,342 $788M 1.21% -521,681 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,230,057 $765M 0.67% +155,185 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,119,613 $755M 0.13% +251,377 13F-HR Timeline Group Cerity Partners LLC group of 3 filers holding More: the full row for Cerity Partners LLC 9,011,574 $747M +997,634 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,850,651 $732M 0.77% +152,099 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,697,046 $638M 0.13% -229,256 13F-HR Timeline Group Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 7,584,431 $628M 1.89% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,574,258 $627M 0.57% -1,191,185 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 7,184,138 $595M 30.18% +375,179 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 7,068,028 $586M 1.5% -116,388 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 6,702,922 $555M +265,801 Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 6,270,920 $519M 9.82% +1,650,407 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 6,178,957 $512M 0.04% -485,316 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,986,527 $496M 1.01% -236,339 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 7,109,869 $496M 0.16% +162,359 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,808,597 $481M 3.56% +248,803 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,738,838 $475M 0.4% +786,937 13F-HR Timeline Group COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 5,673,188 $470M 2.28% +1,954,715 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,623,216 $466M 0.22% +428,479 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,399,957 $447M 0.76% -253,489 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,508,835 $374M 1.23% +562,467 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,374,374 $362M 4.43% +103,014 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,218,980 $350M 2.18% -1,539,464 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,188,443 $347M 0.04% +596,783 13F-HR Timeline Group FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 4,165,043 $345M 1.65% -2,708,224 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,142,683 $343M 0.01% -121,641 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,132,401 $342M +150,162 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,092,944 $339M 0.99% +2,529,994 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,017,667 $333M 2.49% -29,850 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 3,873,622 $321M -1,044,635 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,641,116 $302M 0.35% +69,114 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,591,983 $298M 0.29% +399,239 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,176,408 $263M 1.01% +2,940,603 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,168,542 $262M 1.95% +572,243 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,029,806 $251M 4.41% +210,321 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,018,810 $250M 2.16% +70,830 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,012,189 $250M 1.38% -597,314 13F-HR Timeline Group Matson Money. Inc. More: the full row for Matson Money. Inc. 2,992,980 $248M 6.91% -84,473 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 2,975,052 $246M 2.72% -338,777 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,067,830 $245M 5.18% +110,846 13F-HR Timeline Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 2,496,864 $241M 9.96% -1,305,040 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,829,956 $234M 4.12% +187,101 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,811,969 $233M 0.07% +152,741 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,692,408 $223M 0.43% -913,579 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. 2,628,483 $218M -337,091 Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,523,223 $209M 4.52% +2,999 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 2,481,939 $206M 9.69% -698,759 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,449,784 $203M 0.77% +90,679 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,391,130 $198M 0.18% -1,813,290 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,384,168 $198M 0.3% +514,016 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,363,740 $196M 0.13% +242,314 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,340,498 $194M 0.27% -92,263 13F-HR Timeline Group Investure, LLC More: the full row for Investure, LLC 2,296,326 $190M 11.89% -291,571 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,293,762 $190M 4.35% -20,663 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,291,073 $190M 0.24% -326,669 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,249,929 $186M 6.13% -28,344 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 2,246,000 $186M 12.56% +131,000 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,236,895 $185M 0.23% -180,626 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,217,658 $184M 0.67% +1,053,846 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,214,337 $183M 0.25% +155,672 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,212,917 $183M 7.97% -49,750 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,129,728 $176M 6.22% -57,412 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,123,972 $176M 6.25% -49,105 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,115,509 $175M 0.72% +132,523 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,069,819 $171M 1.8% -279,462 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,049,493 $170M 6.28% +7,421 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 2,037,659 $169M 16.18% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,028,593 $168M 2.46% +43,903 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,893,604 $157M 3.88% +611,778 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,860,708 $154M 3.64% +9,068 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,800,638 $149M 5.77% +576,875 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,790,261 $149M -122,472 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,791,433 $148M 0.82% +103,953 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,762,151 $146M 0.43% -474,672 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,738,020 $144M 0.22% +345,618 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,718,357 $142M -9,965 Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,714,848 $142M 8.01% -86,600 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,692,950 $140M 5.03% -98,193 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,667,104 $138M 1.66% +3,935 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,648,912 $137M 0.63% -157,562 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,636,220 $136M 0.84% -242,246 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,579,899 $131M 1.02% +70,662 13F-HR Timeline New York University More: the full row for New York University 1,539,708 $128M 100% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,528,569 $127M 3.94% -16,096 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,521,016 $126M 3.22% -115,803 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,507,188 $125M 3.07% -178,616 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,477,273 $122M 4.48% -8,010 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,502,015 $122M 0.2% -72,717 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,447,137 $120M 0.37% -413,568 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,418,894 $118M 1.5% +31,075 13F-HR Timeline UNC Management Company, Inc. More: the full row for UNC Management Company, Inc. 1,388,959 $115M 5.56% +279,541 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,393,406 $114M 3.02% -46,997 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,364,036 $113M 2.64% -45,548 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,347,857 $112M 16.19% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,337,777 $111M 1.18% -15,364 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,586,168 $111M 1.59% +979 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,328,276 $110M 0.45% -14,668 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,324,309 $110M 1.31% +115,166 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 1,323,586 $110M 10.49% +200,686 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,383,266 $109M 7.74% -1,283 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,260,159 $104M 1.07% -381,842 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,277,733 $104M 0.31% +551,556 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,256,713 $104M 0.53% -3,253,284 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,254,834 $104M 0.24% +27,453 13F-HR Timeline Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 1,250,200 $104M 1.79% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,236,436 $102M 3.55% -635,227 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,229,929 $102M 0.5% +123,724 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,225,746 $102M 0.34% +870,074 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,220,703 $101M 0.44% +742,084 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,217,127 $101M 4.74% +18,788 13F-HR Timeline JABODON PT CO More: the full row for JABODON PT CO 1,213,770 $101M 9.87% +29,407 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,201,534 $99.5M 0.46% -95,044 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,200,953 $99.5M 1.83% +140,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,195,834 $99.1M 1.09% +49,842 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,228,524 $99.1M 9.73% -3,863 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,193,345 $98.9M 1.31% +70,162 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,180,751 $97.8M 3.5% -10,071 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,177,752 $97.6M 0.22% -179,299 13F-HR/A Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,209,608 $97.5M 0.15% +66,174 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,159,805 $96.1M 3.3% +156,884 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 1,157,178 $95.9M -195,727 Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,155,957 $95.8M 3.2% -73,040 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,152,417 $95.5M 1.05% +42,188 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,154,121 $94.6M 0.93% +106,717 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,139,900 $94.4M 3.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,170,597 $93.4M 1.75% +16,752 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,107,623 $91.8M 0.55% +79,467 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,096,059 $90.8M 1.32% +150,430 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,094,150 $90.6M 6.02% -23,217 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,092,956 $90.5M 0.91% -28,002 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,072,301 $88.8M 0.12% -931,154 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,071,003 $88.7M +10,577 Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,068,386 $88.5M 2.18% -3,967 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,051,271 $87.1M 0.43% +213,760 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,039,693 $86.1M 0.27% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,029,458 $85.3M 3.95% +411,331 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,020,000 $84.5M 3.34% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,004,623 $83.2M 1.2% -86,460 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 997,515 $82.6M 1.9% -42,855 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 997,377 $82.6M 0.83% -278,897 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 995,436 $82.5M 7.26% -42,215 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 992,649 $82.2M 0.49% +50,624 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,077,184 $79.4M 0.06% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 955,564 $79.2M 0.37% -261,243 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 951,425 $78.8M 0.04% +206,037 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 919,838 $76.2M 4.08% +80,053 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 910,801 $75.5M 4.51% +287,402 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 908,595 $75.3M 4.62% +11,647 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 907,508 $75.2M 1.12% +4,110 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 898,286 $74.4M 0.72% -9,118 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 888,139 $73.6M 0.69% +69,757 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 882,776 $73.1M 0.71% -15,598 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 897,981 $73M 2% +1,841 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 866,446 $71.8M 0.32% +82,413 13F-HR Timeline Group University of Pittsburgh - Of the Commo… More: the full row for University of Pittsburgh - Of the Commonwealth System of Higher Education 858,312 $71.1M 99.7% -1,075,526 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 850,353 $70.4M 1.02% -113,051 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 844,318 $69.9M 2.51% +71,715 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 844,805 $69M 0.07% -40,550 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 833,185 $69M 0.02% +489,463 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 816,192 $67.6M 7.49% -1,366 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 814,390 $67.5M 2.22% +366,116 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 811,467 $67.3M 6.49% -53,291 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 787,589 $65.2M 0.5% -123,316 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 780,613 $64.7M 5.58% +19,927 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 763,016 $63.2M 0.06% +641,345 13F-HR Timeline Group Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 760,800 $63M 0.81% +729,000 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 745,800 $61.8M 0.77% +36,000 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 734,844 $60.9M 6.75% -21,112 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 733,400 $60.8M 3.09% +91,227 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 730,079 $60.3M 0.1% -324,837 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 713,422 $59.1M 1.09% +55,012 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 709,590 $58.8M 0.72% +2,097 13F-HR Timeline Chan Zuckerberg Initiative, LLC More: the full row for Chan Zuckerberg Initiative, LLC 706,019 $58.5M 100% 0 13F-HR Timeline