BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 164,661,915 $8.6B 0.8% +1,312,921 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 89,329,505 $4.66B 0.33% +12,142,053 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 70,663,640 $3.69B 3.59% +326,735 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 48,341,996 $2.52B 0.61% +2,065,288 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 46,821,460 $2.45B +857,259 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 39,924,093 $2.08B 0.4% +1,857,868 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 38,954,372 $2.03B 5.94% +1,039,964 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 36,170,697 $1.89B +1,305,902 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 32,658,528 $1.71B 0.13% -596,121 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 32,588,640 $1.7B 0.03% +690,372 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 25,626,618 $1.34B 1.75% +887,580 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 24,594,583 $1.28B 0.52% +1,837,136 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,765,424 $980M 0.06% +2,823,396 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 18,228,732 $952M +2,518,274 Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 18,169,000 $949M 0.18% +10,902,766 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 18,088,316 $945M 30.27% +18,069,062 13F-HR/A Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 17,659,209 $922M 4.23% -120,169 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,584,545 $918M 0.34% 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,512,108 $914M 0.77% +789,811 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 15,865,559 $828M 0.19% +138,630 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. 11,895,641 $621M 0.42% +369,026 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,985,090 $574M 1.93% +3,241 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,968,585 $468M 1.27% +256,898 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 8,553,085 $447M 0.57% +144,352 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 8,152,338 $426M 0.14% -8,057 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,006,857 $418M 1% -649,144 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 7,584,431 $396M 1.47% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,503,031 $392M 0.38% +543,675 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,915,494 $361M 1.03% +897,725 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,674,524 $349M 25.76% +21,292 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 6,587,448 $344M 1.18% -228,638 13F-HR 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 6,584,292 $344M 0.06% +683,865 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,175,049 $322M 0.54% +322,179 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 5,768,308 $301M 0.01% -655,807 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,713,007 $298M 4.18% +362,860 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,367,045 $280M 0.14% -3,266,046 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,974,933 $260M 0.06% -160,434 13F-HR Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 4,773,111 $249M 3.44% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,170,307 $218M 3.73% -13,829 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,003,695 $209M 0.06% +777,054 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,919,736 $205M 0.44% +143,170 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,627,980 $189M 0.3% +2,509,418 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,582,781 $187M 0.19% +65,330 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,514,400 $184M 0.25% -446,846 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,500,756 $183M 0.93% +1,412,165 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,494,151 $182M 0.29% -7,460,932 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 3,434,784 $179M 11.3% +288,131 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,216,602 $168M 0.35% +451,163 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,153,862 $165M 1.64% -177,275 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. 3,143,783 $164M -958,698 Timeline Matson Money. Inc. More: the full row for Matson Money. Inc. 3,075,632 $161M 5.78% -23,269 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,827,534 $148M 4.25% +61,493 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,717,734 $142M 3.96% +37,841 13F-HR Timeline Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 2,659,512 $139M 11.11% +62,284 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,598,183 $136M 2.34% +2,503,013 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,574,255 $134M 4.22% +5,142 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,565,074 $134M 0.51% +70,391 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,545,118 $133M 1.7% -267,850 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,515,459 $131M +146,852 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,876,238 $130M 0.29% +409,519 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,387,221 $125M 1.05% -4,234 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,363,087 $123M 8.43% -93,383 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,297,324 $120M 2.88% +65,785 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,294,865 $120M 0.03% -53,881 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,239,317 $117M 0.4% +141,576 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,219,910 $116M 6.51% +49,562 13F-HR/A Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,199,777 $115M +547,232 Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,195,128 $115M 3.16% -1,401,388 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,160,932 $113M 0.71% +284,198 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,133,397 $111M 4.69% -77,339 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,122,279 $111M 0.04% +1,289 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,109,020 $110M 0.18% -1,245,995 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,103,584 $110M 0.21% +57,111 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 2,012,952 $105M 3.38% +136,818 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,967,897 $103M 0.15% +42,591 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 1,951,100 $102M 2.17% -1,247,100 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,937,149 $101M 3.31% +54,837 13F-HR Timeline University of Pittsburgh - Of the Commo… More: the full row for University of Pittsburgh - Of the Commonwealth System of Higher Education 1,878,067 $98.1M 99.74% +40,786 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,834,492 $95.8M 0.71% +353,904 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,725,425 $90.3M -1,156 Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,710,577 $89.3M 1.51% -174,550 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,680,448 $87.8M 6.13% -60,000 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 1,650,434 $86.2M 2.34% +24,816 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,647,571 $86M 0.36% -3,470 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,635,475 $85.4M 0.85% +7,096 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 1,546,393 $80.8M 2.17% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,542,269 $80.5M 0.15% +156,952 13F-HR/A Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,516,969 $79.2M 0.07% -600,029 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,513,678 $79M 1.54% -47,545 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,466,669 $76.6M 3.46% -25,510 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,431,182 $74.7M +144,421 Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,374,861 $71.8M 2.06% +817,785 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,369,286 $71.5M 0.86% +54,255 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 1,365,000 $71.3M 0.77% -585,000 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,328,315 $69.4M 0.11% +30,812 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,311,960 $68.4M 2.48% +32,622 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,307,898 $68.3M 0.3% -41,039 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,284,419 $67.1M 0.19% +57,715 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,262,222 $65.9M 4.63% +22,115 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 1,257,300 $65.7M 9.54% +25,500 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,255,378 $65.6M 2.05% +16,358 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,215,829 $63.5M 4.05% +20,387 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,211,575 $63.3M 0.65% +88,705 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,208,701 $63.1M 6.66% +61,395 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,178,776 $61.6M 0.05% -147,096 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,174,002 $61.3M 2.18% +212,729 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,122,463 $60.2M 0.38% -8,385 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,126,893 $58.8M 0.23% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,113,654 $58.2M +121,879 Timeline COMERICA BANK More: the full row for COMERICA BANK 1,102,874 $57.6M 0.23% -132,474 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,099,987 $57.4M 0.49% +241,115 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,091,802 $57M 5.23% -14,817 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,078,482 $56.3M 2.56% 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 1,067,519 $55.7M 8.62% 0 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,044,600 $54.5M 2.17% -902,900 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,040,782 $54.3M 1.76% -109,862 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,035,954 $54.2M 0.05% +1,018,037 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,010,176 $52.8M 0.48% -82,868 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,008,489 $52.7M 0.05% -3,837,815 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,001,936 $52.3M +80,415 Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,001,448 $52.3M 1.28% +1,565 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,000,894 $52.3M 1.89% +18,041 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 970,845 $50.7M 0.73% +27,491 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 963,511 $50.3M 0.08% +145,141 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 961,106 $50.2M 0.05% +253,805 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 953,845 $49.8M 2% +17,258 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 945,849 $49.4M 0.24% -108,909 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 922,604 $48.2M 2.9% +4,791 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 913,550 $47.7M 0.06% +4,448 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 902,906 $47.1M 0.69% +161,036 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 893,016 $46.6M 0.01% +412,231 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 872,839 $45.6M 0.88% -19,157 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 857,932 $44.8M 0.33% +59,940 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 847,675 $44.3M 2.19% +17,008 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 819,635 $42.8M 0.56% -49,929 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 810,169 $42.3M 1.84% -101,186 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 798,334 $41.7M 0.11% +31,931 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 790,499 $41.4M 5.89% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 790,904 $41.3M 0.39% +25,600 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 774,997 $40.5M 0.2% -5,267 13F-HR/A Timeline Monashee Investment Management LLC More: the full row for Monashee Investment Management LLC 772,100 $40.3M 5.53% +8,000 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 727,410 $39.9M 0.08% -194,271 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 764,128 $39.9M 0.58% +459 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 754,507 $39.4M -1,414,241 Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 743,274 $38.8M 0.48% +14,455 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 730,584 $38.2M 4.63% +17,021 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 715,971 $37.4M 0.29% -34,760 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 715,040 $37.3M 1.04% +53,602 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 707,343 $36.9M 2.01% +10,316 13F-HR Timeline University of Massachusetts Foundation,… More: the full row for University of Massachusetts Foundation, Inc. 700,928 $36.6M 19.69% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 694,732 $36.3M 0.96% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 708,478 $36.3M 1.91% +77,753 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 688,416 $35.9M 4.42% -4,315 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 687,766 $35.9M 3.72% +59,903 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 686,455 $35.8M 3.11% -26,772 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 677,869 $35.4M 0.65% -1,362,247 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 673,837 $35.2M 0.09% +438,096 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 672,781 $35.1M 5.94% +6,866 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 669,641 $35M 11.22% +41,803 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 666,253 $34.8M 0.21% +178,737 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 657,837 $34.4M 0.47% +312,687 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 653,543 $34.1M 3.54% +4,975 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 651,913 $34M 0.33% +27,643 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 635,003 $33.2M 11.43% +369,950 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 632,931 $33.1M 3.42% +30,656 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 632,102 $33M 0.63% -25,745 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 619,447 $32.3M 4.01% +28,212 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 615,827 $32.2M 0.32% +76,417 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 615,827 $32.2M 0.32% +76,417 13F-HR Timeline Santa Clara Valley Transportation Autho… More: the full row for Santa Clara Valley Transportation Authority 612,479 $32M 32.19% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 609,732 $31.8M 9.43% +7,944 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 607,675 $31.7M 0.31% +50,648 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 606,042 $31.6M 0.11% +14,406 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 601,550 $31.4M 1.54% +58,628 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 597,992 $31.2M 2.13% -309,121 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 595,650 $31.1M +169,850 Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 594,544 $31M 1.61% +5,385 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 537,923 $30.9M 2.75% 0 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 583,661 $30.5M 1.8% +358,735 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 582,745 $30.4M 0.97% -96,865 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 580,674 $30.3M 3.55% -87,899 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 575,676 $30.1M 0.35% -17,198 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 569,485 $29.7M 2.98% +29,412 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 567,701 $29.6M 0.83% +49,517 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 563,385 $29.4M 0.17% +221,184 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 560,283 $29.3M 0.02% -48,854 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 553,458 $28.9M 3.36% -1,929 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 546,342 $28.7M 0.34% +344,943 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 548,857 $28.7M 0.36% +309,517 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 548,484 $28.6M 1.97% +40,488 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 546,028 $28.5M 0.18% -35,236 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 535,800 $28M 0.07% -950,500 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 533,318 $27.8M 0.5% +63,825 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 529,501 $27.7M 1.41% +15,291 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 525,143 $27.4M 1.03% +5,910 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 524,626 $27.4M 3.44% +133,776 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 518,881 $27.1M 8.41% +25,316 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 782,001 $26.8M 2.81% +340,279 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 502,128 $26.2M 0.02% -117,728 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 501,283 $26.2M 0.6% +39,736 13F-HR Timeline