BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 175,179,338 $10.5B 0.85% +1,046,949 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 96,654,302 $5.8B 0.38% +3,636,206 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 73,244,097 $4.4B 3.76% +773,457 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 72,064,636 $4.33B +23,831,607 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 51,848,442 $3.11B 0.68% +1,221,421 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 42,885,143 $2.57B 0.86% +8,451,688 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 42,710,758 $2.56B 0.18% +5,997,621 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 41,329,515 $2.48B 0.05% +5,810,527 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 38,349,297 $2.3B 5.93% -1,020,264 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 35,506,287 $2.13B -4,310,301 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 29,349,350 $1.76B 0.28% -6,414,783 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 27,716,653 $1.66B 2.09% +641,594 13F-HR Timeline Group 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 20,923,000 $1.26B 4.87% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 19,888,067 $1.19B 0.07% +1,454,292 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 18,282,872 $1.1B 0.38% +350,599 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,018,452 $1.08B 0.79% -267,143 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 17,183,309 $1.03B 4.16% -1,773,949 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 16,436,999 $987M 24.46% -54,785 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 13,987,073 $840M 0.14% -3,519,427 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13,650,187 $819M 0.17% -1,588,151 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. 12,852,948 $772M 0.5% +541,926 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 10,873,744 $653M -3,333,092 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,836,743 $590M 2.03% -32,458 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,304,239 $559M 0.65% +463,417 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 9,012,605 $541M 0.1% +1,383,631 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,771,815 $527M 1.24% -281,959 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,141,336 $489M 1.09% +587,966 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,784,185 $467M 0.09% +2,530,308 13F-HR/A Timeline Group Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 7,584,431 $455M 1.63% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,445,042 $447M 0.31% -170,237 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 7,224,142 $434M 0.14% -32,136 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,090,503 $426M 0.61% +604,453 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,673,135 $401M 25.99% -103,769 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 6,531,767 $392M 1.23% -79,609 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,383,212 $383M 0.82% -1,084,028 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,953,689 $357M 0.18% +232,274 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,497,255 $330M 3.93% -245,572 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,232,417 $314M 0.53% +1,276,834 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,157,810 $310M 0.5% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,964,754 $298M 0.86% +1,782,345 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/ 4,961,200 $298M 0.32% +2,026,121 13F-HR/A Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 4,773,111 $287M 3.45% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,761,420 $286M 0.42% +455,608 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,444,636 $267M 0.48% +359,454 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,407,918 $265M 2.43% +2,095,305 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,373,556 $263M 0.26% +536,301 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,262,705 $256M 0.01% -1,368,216 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,156,961 $250M 3.76% -8,344 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,139,966 $249M 0.88% +1,625,575 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,724,521 $224M 0.06% +296,144 13F-HR Timeline Group Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 3,499,869 $210M 11.76% +957,222 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 3,491,725 $210M 11.89% +3,101 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,465,893 $208M 3.55% -437,084 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,450,870 $207M 0.05% +819,923 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 3,369,175 $202M 1.64% +574,416 13F-HR Timeline Group Matson Money. Inc. More: the full row for Matson Money. Inc. 3,165,360 $190M 6.58% +47,864 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,084,503 $185M +690,109 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,065,687 $184M 0.23% -126,668 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,996,972 $180M 0.67% +335,079 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,970,788 $178M 1.69% -3,724 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,007,653 $177M 0.32% +1,005,319 13F-HR/A Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,908,007 $175M 4.3% +60,325 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,884,809 $173M +377,288 Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 2,832,306 $170M +513,099 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,799,295 $168M 0.02% -305,862 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,668,147 $160M 0.42% +857,701 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,629,013 $158M 1.86% +112,347 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,524,911 $152M 4.12% +849,969 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,511,249 $151M 4.34% -42,644 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,436,195 $146M 0.19% +178,130 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,341,967 $141M 0.05% -136,938 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,314,239 $139M 0.61% +77,286 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,278,484 $137M 5.48% -2,061,355 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,273,061 $136M 3.03% +1,008 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,235,127 $134M 0.24% +55,615 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,229,034 $134M 7.03% -7,790 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 2,185,000 $131M 14.53% -251,000 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,175,594 $131M 4.5% -280,732 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,145,093 $129M 0.71% +100,609 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,115,128 $127M 0.11% +1,119,891 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,108,966 $127M 0.88% +306,811 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,054,802 $123M 4.68% -11,681 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,981,509 $119M 3.5% +36,731 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,925,854 $116M 5.39% -104,686 13F-HR/A Timeline University of Pittsburgh - Of the Commo… More: the full row for University of Pittsburgh - Of the Commonwealth System of Higher Education 1,901,018 $114M 100% +22,951 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 1,867,100 $112M 2.28% -84,000 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,818,416 $110M 0.18% +301,740 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,835,948 $110M 2.37% +61,448 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,829,653 $110M 3.33% -87,931 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 1,813,759 $108M 13.85% +842,590 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,773,729 $106M 0.08% +625,435 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,758,294 $106M 2.39% +59,876 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,759,969 $104M 0.14% -2,246,537 13F-HR/A Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,718,854 $103M 0.58% +64,589 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,710,708 $103M +186,895 Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,705,383 $102M -71,846 Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,650,348 $99.1M 5.98% -116,000 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,597,917 $95.9M 0.7% +332,517 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 1,571,273 $94.3M 2.39% +11,360 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,567,448 $94.1M 0.49% +487,973 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,562,846 $93.8M 1.51% +54,300 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,512,120 $90.8M 0.56% +226,709 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,482,488 $89M 4.31% +766,865 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,447,711 $86.9M 1.08% +81,986 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,428,225 $85.4M 0.34% +123,736 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,397,553 $83.9M 0.14% +16,838 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,396,782 $83.5M 2.76% +46,256 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,389,661 $83.4M 1.32% +685,106 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 1,378,107 $82.7M 1.43% -240,090 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,375,153 $82.6M 0.92% +669,688 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,351,515 $81.1M 7.3% +59,136 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,343,949 $80.7M 3.99% +41,815 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,276,316 $76.6M 2.25% +7,891 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,266,357 $75.8M 3.2% -190,247 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,245,457 $74.7M 2.59% -75,748 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,241,754 $74.5M 0.12% +387,085 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,231,786 $73.9M 4.89% -18,626 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 1,219,400 $73.2M 8.85% -28,200 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,219,374 $73.2M +92,718 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,205,742 $72.4M 1.05% +558,511 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,186,569 $71.2M 4.11% -66,087 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,185,294 $71.2M +152,881 Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,170,217 $70.2M 5.94% +17,102 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,156,143 $69.4M 1.1% -69,088 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,150,999 $69.1M 0.16% +484,499 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,130,786 $67.9M 0.05% -29,763 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 1,130,199 $67.8M 0.8% +265,735 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,083,209 $65M 0.25% +22,879 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 1,063,840 $63.9M 0.13% +356,490 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,039,693 $62.4M 0.28% -97,800 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,025,499 $61.6M 0.19% +294,778 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,021,283 $61.3M 0.86% +37,111 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,017,000 $61.1M 2.23% -57,600 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 1,014,225 $60.9M 32.63% +167,062 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,011,769 $60.7M 1.93% +1,392 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,010,657 $60.7M 0.8% +918,864 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,004,794 $60.3M 1.37% +3,519 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 991,958 $59.5M 0.05% -150,634 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 976,670 $58.6M 1.95% +70,186 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 965,842 $58M 0.13% +96,043 13F-HR/A Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 960,609 $57.7M 3.19% +6,424 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 949,947 $57M 0.08% +52,290 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 932,137 $56M 0.39% +40,650 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 925,577 $55.6M 0.49% -17,445 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 909,155 $54.6M 7.24% +14,200 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 889,624 $53.4M 0.76% +262,604 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 885,608 $53.2M 0.53% +271,496 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 879,419 $52.8M 0.23% +64,842 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 867,030 $52M 0.31% +56,512 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 852,360 $51.2M 2.18% +6,595 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 847,755 $50.9M 2.42% +2,747 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 843,396 $50.6M 1.12% +342,531 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 826,806 $49.6M 0.6% +15,276 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 815,664 $49M 0.25% -12,169 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 814,240 $48.9M 4.72% +71,911 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 807,749 $48.5M 1.19% +34,930 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 795,658 $47.8M 0.64% +3,894 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 790,919 $47.5M +45,670 Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 779,675 $46.8M 4.69% -185,599 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 776,312 $46.6M 0.4% +139,959 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 770,764 $46.3M 6.34% +9,105 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 750,592 $45.1M 2.15% +168,627 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 734,254 $44.1M 5.01% +5,152 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 721,750 $43.3M -339,600 Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 717,533 $43.1M 2.21% -2,156 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 715,149 $42.9M 3.4% +368,314 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 707,679 $42.5M 0.64% +369,174 13F-HR Timeline University of Massachusetts Foundation,… More: the full row for University of Massachusetts Foundation, Inc. 700,928 $42.1M 21.19% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 699,933 $42M 3.3% +67,604 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 693,537 $41.7M 4.79% -3,243 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 693,107 $41.6M 0.7% -92,648 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 692,766 $41.6M 0.75% -26,866 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 681,582 $40.9M 12.04% -22,345 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 673,156 $40.4M 7.02% -4,261 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 671,754 $40.3M 1.9% -122,783 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 660,247 $39.6M 0.03% -106,722 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 659,346 $39.6M 0.28% -8,465 13F-HR/A Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 656,140 $39.4M 3.9% -7,645 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 647,362 $38.9M 4.23% +6,693 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 643,312 $38.6M 3.69% -8,201 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 638,902 $38.4M 4.08% +101,484 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 627,431 $37.7M 0.06% -559,892 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 626,187 $37.6M 0.83% -158,447 13F-HR/A Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 620,847 $37.3M 0.73% +74,883 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 619,609 $37.2M 3.56% +13,412 13F-HR Timeline Santa Clara Valley Transportation Autho… More: the full row for Santa Clara Valley Transportation Authority 614,266 $36.9M 34.97% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Investments, LLC More: the full row for Parkside Investments, LLC 610,580 $36.7M 4.98% +133,997 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 608,610 $36.5M 0.62% -8,326 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 594,544 $35.7M 2.19% 0 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 592,731 $35.6M 1.32% -292 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 578,939 $34.8M 5.2% +358,618 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 577,154 $34.6M 0.38% -33,461 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 577,718 $34.6M 0.27% +46,650 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 571,699 $34.3M 4.33% +4,778 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 564,864 $33.9M 4.1% +48,487 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 562,564 $33.8M 0.2% +3,332 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 562,292 $33.8M 2.9% +214,205 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 556,394 $33.4M 1.56% +13,237 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 552,055 $33.1M 2.53% -64,806 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 544,868 $32.7M 0.18% +190,609 13F-HR Timeline