BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 174,132,389 $9.4B 0.83% +9,470,474 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 93,018,096 $5.02B 0.36% +3,688,591 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 72,470,640 $3.91B 3.68% +1,807,000 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 50,627,021 $2.73B 0.66% +2,285,025 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 48,233,029 $2.6B +12,062,332 Timeline TIAA group of 2 filers holding More: the full row for TIAA 39,816,588 $2.15B -3,535,773 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 39,369,561 $2.13B 5.71% +415,189 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 36,713,137 $1.98B 0.15% +4,054,609 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 35,764,133 $1.93B 0.37% -4,159,960 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 35,518,988 $1.92B 0.04% +2,930,348 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 34,433,455 $1.86B 0.72% +9,838,872 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 27,075,059 $1.46B 1.95% +1,448,441 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 18,957,258 $1.02B 4.75% +1,298,049 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,433,775 $995M 0.06% -331,649 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,285,595 $987M 0.81% +773,487 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,932,273 $968M 0.36% +347,728 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 17,506,500 $945M 0.18% -662,500 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 16,491,784 $890M 25.36% -1,596,532 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 15,238,338 $822M 0.18% -627,221 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 14,206,836 $767M -4,021,896 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,311,022 $664M 0.35% +415,381 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,869,201 $533M 1.94% -1,115,889 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,053,774 $489M 1.34% +85,189 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 8,840,822 $477M 0.61% +287,737 13F-HR/A Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 7,707,756 $416M 8.03% new 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 7,628,974 $412M 0.08% +1,044,682 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,615,279 $411M 0.31% +112,248 13F-HR Timeline Group Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 7,584,431 $409M 1.59% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,553,370 $408M 1.02% +637,876 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,467,240 $403M 0.96% -539,617 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 7,256,278 $392M 0.14% -896,060 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,776,904 $366M 26.59% +102,380 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 6,611,376 $357M 1.23% +23,928 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,486,050 $350M 0.58% +311,001 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,742,827 $310M 4.27% +29,820 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,721,415 $309M 0.16% +354,370 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 5,630,921 $304M 0.01% -137,387 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,253,877 $284M 0.06% +278,944 13F-HR/A Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 4,773,111 $258M 3.26% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 4,339,839 $234M 3.96% +2,144,711 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,305,812 $232M 0.37% +677,832 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,165,305 $225M 3.9% -5,002 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,085,182 $220M 0.45% +165,446 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,006,506 $216M 0.35% +1,897,486 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,955,583 $213M 0.41% +738,981 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,902,977 $211M 3.51% +1,304,794 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,837,255 $207M 0.22% +254,474 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 3,488,624 $188M 11.61% +53,840 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,428,377 $185M 0.05% -575,318 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,192,355 $172M 0.23% -322,045 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,182,409 $172M 0.57% +943,092 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,338,000 $171M 4.54% +2,978,000 13F-HR Timeline Group Matson Money. Inc. More: the full row for Matson Money. Inc. 3,117,496 $168M 6.12% +41,864 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,105,157 $168M 0.02% +2,212,141 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,974,512 $161M 1.62% -179,350 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/ 2,935,079 $158M 0.19% +2,668,137 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,847,682 $154M 4.29% +129,948 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,794,759 $151M 1.29% +407,538 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,661,893 $144M 0.58% +96,819 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,630,947 $142M 0.04% +336,082 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,553,893 $138M 4.33% -20,362 13F-HR Timeline Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 2,542,647 $137M 11.7% -116,865 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,516,666 $136M 1.74% -28,452 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,514,391 $136M 0.54% +866,820 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,507,521 $135M -7,938 Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,478,905 $134M 0.05% +356,626 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 2,456,326 $133M 4.62% -654,132 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 2,436,000 $131M 14.96% +2,005,000 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,394,394 $129M +194,617 Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 2,319,207 $125M -824,576 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,312,613 $125M 1.53% +1,101,038 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,272,053 $123M 2.97% -25,271 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,258,065 $122M 0.17% +290,168 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,236,953 $121M 0.6% -1,263,803 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,236,824 $121M 6.87% +16,914 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,179,512 $118M 0.23% +75,928 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,066,483 $112M 4.34% -66,914 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,044,484 $110M 0.67% -116,448 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,030,540 $110M 5.65% -332,547 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,002,334 $108M 0.24% -873,904 13F-HR Timeline Group Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 1,951,100 $105M 2.36% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,944,778 $105M 3.35% +7,629 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,917,584 $103M 3.33% -95,368 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 1,878,067 $101M 100% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,810,446 $97.7M 0.28% +526,027 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,802,155 $97.3M 0.74% -32,337 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,777,229 $95.8M +51,804 Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,774,500 $95.8M 2.42% +1,079,768 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,766,348 $95.3M 6.17% +85,900 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,711,491 $92.4M 3.43% +1,163,007 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 1,698,418 $91.7M 2.36% +47,984 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,674,942 $90.4M 2.79% -1,152,592 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,654,265 $89.3M 0.53% +18,790 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 1,618,197 $87.3M 1.58% -92,380 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 1,559,913 $84.2M 2.33% +13,520 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,523,813 $82.2M +92,631 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,516,676 $81.9M 0.16% -25,593 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,508,546 $81.4M 1.61% -5,132 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,456,604 $78.5M 3.55% -10,065 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,380,715 $74.5M 0.13% +52,400 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,365,725 $73.7M 1% -3,561 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 1,365,000 $73.7M 0.85% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,350,526 $72.8M 2.63% +38,566 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,321,205 $71.3M 2.67% +147,203 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,304,489 $70.4M 0.31% -3,409 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,302,134 $70.3M 3.66% +1,287,251 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,292,379 $69.7M 7.06% +83,678 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,285,411 $69.4M 0.49% +162,948 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,268,425 $68.5M 2.16% +13,047 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,265,400 $68.3M 0.57% +165,413 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,252,656 $67.6M 4.37% +36,827 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,250,412 $67.5M 4.85% -11,810 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 1,247,600 $67.3M 10.21% -9,700 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,225,231 $66.1M 1.97% -149,630 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,187,323 $64.1M 0.11% +1,172,913 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,160,549 $62.6M 0.05% -18,227 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,153,115 $62.2M 5.72% +61,313 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,148,294 $62.1M 0.06% +187,188 13F-HR/A Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,142,592 $61.8M 0.06% +106,638 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,137,493 $61.4M 0.31% +10,600 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,126,656 $60.8M +124,720 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,079,475 $58.3M 0.35% +413,222 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,074,600 $58M 2.36% +30,000 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 1,067,519 $57.6M 9.09% 0 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 1,061,350 $57.3M +465,700 Timeline COMERICA BANK More: the full row for COMERICA BANK 1,060,330 $57.2M 0.24% -42,544 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,032,413 $55.7M -81,241 Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,010,377 $54.5M 1.89% +9,483 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,001,275 $54M 1.36% -173 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 995,237 $53.7M 0.05% -521,732 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 984,172 $53.1M 0.82% +13,327 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 971,169 $52.3M 7.68% +180,670 13F-HR Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 965,274 $52.1M 5.38% +569,835 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 954,185 $51.5M 3.03% +31,581 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 943,022 $50.9M 0.46% -67,154 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 906,484 $48.9M 1.82% -47,361 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 897,657 $48.4M 0.07% -15,893 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 894,955 $48.3M 6.95% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 891,487 $48.1M 0.36% +33,555 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 869,799 $46.9M 0.12% +71,465 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 864,464 $46.7M 0.6% +121,190 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 854,669 $46.1M 0.08% -108,842 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 847,163 $45.7M 18.36% +212,160 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 845,008 $45.6M 2.31% -2,667 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 827,833 $44.7M 0.22% -118,016 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 814,577 $44M 0.22% +39,580 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 811,530 $43.8M 0.61% -8,105 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 810,518 $43.7M 0.37% +19,614 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 845,765 $43.7M 2.24% +137,287 13F-HR Timeline Monashee Investment Management LLC More: the full row for Monashee Investment Management LLC 807,100 $43.6M 5.15% +35,000 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 794,537 $42.9M 2.06% -15,632 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 791,764 $42.7M 0.69% +27,636 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 785,755 $42.4M 0.79% -87,084 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 784,634 $42.3M 1.22% +201,889 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 772,819 $41.7M 1.15% +57,779 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 766,969 $41.4M 0.04% -241,520 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 761,659 $41.1M 6.29% +323,026 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 748,702 $40.4M 0.41% +96,789 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 742,329 $40.1M 4.2% +54,563 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 730,721 $39.4M 0.13% +124,679 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 729,102 $39.3M 4.78% -1,482 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 745,249 $39M -9,258 Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 719,689 $38.8M 2.13% +12,346 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 719,632 $38.8M 0.99% +41,763 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 715,623 $38.6M 2.13% +332,815 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 707,350 $38.2M 0.09% new 13F-HR/A Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 705,465 $38.1M 0.57% +172,147 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 704,555 $38M 0.7% +287,718 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 703,927 $38M 11.27% +94,195 13F-HR Timeline University of Massachusetts Foundation,… More: the full row for University of Massachusetts Foundation, Inc. 700,928 $37.8M 21.21% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 696,780 $37.8M 4.72% +8,364 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 677,417 $36.6M 6.79% +4,636 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 667,811 $36M 0.31% -48,160 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 666,500 $36M 0.08% -7,337 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 663,785 $35.8M 3.81% +30,854 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 651,513 $35.2M 3.65% -2,030 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 647,231 $34.9M 0.9% +411,350 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 625,470 $34.7M 0.08% -101,940 13F-HR/A Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 640,669 $34.6M 4.21% +21,222 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 636,353 $34.3M 0.34% +20,526 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 636,353 $34.3M 0.34% +20,526 13F-HR/A Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 632,329 $34.1M 2.93% -54,126 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 627,020 $33.8M 0.52% -30,817 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 616,936 $33.3M 0.63% -15,166 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 616,861 $33.3M 2.2% +33,200 13F-HR Timeline Santa Clara Valley Transportation Autho… More: the full row for Santa Clara Valley Transportation Authority 614,266 $33.2M 32.79% +1,787 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 614,112 $33.1M 0.39% +38,436 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 610,615 $33M 0.42% +488,751 13F-HR/A Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 606,197 $32.7M 3.31% +36,712 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 594,544 $32.1M 1.99% 0 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 593,023 $32M 1.3% +67,880 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 581,965 $31.4M 1.64% -19,585 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 576,849 $31.1M 0.02% +74,721 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 2.83% 0 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 566,921 $30.6M 4.23% +42,295 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 563,700 $30.4M 0.27% new 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 563,401 $30.4M 3.49% +9,943 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 559,232 $30.2M 0.19% +13,204 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 545,964 $29.5M 0.66% +44,681 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 543,157 $29.3M 1.49% +13,656 13F-HR Timeline