BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 173,229,291 $11.6B 0.85% +2,317,500 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 102,793,787 $6.91B 0.41% +3,977,053 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 91,185,071 $6.13B +9,637,953 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 76,703,320 $5.16B 1.01% +19,214,929 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 76,276,642 $5.13B 3.67% +1,167,233 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 52,461,199 $3.53B 0.96% +5,465,951 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 49,411,892 $3.32B 0.06% +5,687,633 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 48,001,963 $3.23B 0.22% +1,643,185 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 38,895,734 $2.61B 5.84% +1,258,756 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 34,605,051 $2.33B -403,868 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 28,941,277 $1.95B 2.28% +529,252 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,635,564 $1.92B 0.27% -2,623,492 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 22,613,548 $1.52B 0.08% +2,209,585 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 22,561,008 $1.52B 5.48% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 19,550,576 $1.31B 0.41% +980,118 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,568,675 $1.25B 0.76% +16,649,206 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,337,027 $1.23B 0.78% -62,486 13F-HR/A Timeline Group WIT, LLC More: the full row for WIT, LLC 16,350,665 $1.1B 22.03% -167,015 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 16,085,473 $1.08B 0.19% +3,795,631 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 15,674,670 $1.05B +2,031,442 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,755,377 $925M 0.5% +465,443 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 10,882,588 $732M +96,045 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,739,323 $655M 2.1% +546,047 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,541,588 $641M 1.22% +1,021,822 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,479,476 $637M 0.63% +29,858 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,358,810 $629M 0.69% +1,123,947 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,930,119 $600M 1.22% +73,233 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,338,176 $561M 0.67% +751,944 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,682,818 $516M 0.09% -3,643,793 13F-HR Timeline Group Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 7,584,431 $510M 1.66% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,290,946 $490M 1.19% +1,632,797 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 7,041,715 $473M 1.32% +125,403 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,965,701 $468M 0.19% +319,481 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,826,448 $459M 26.59% +34,466 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,756,428 $454M 0.1% +2,578,693 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 6,750,397 $454M +2,014,549 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,749,305 $454M 0.14% -10,512 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,740,260 $453M 4.45% +2,555,569 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,649,583 $447M 0.6% +1,288,762 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 6,484,363 $436M 0.04% -2,985,249 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,317,046 $425M 3.6% +1,205,412 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,912,312 $397M 0.76% -188,893 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,772,847 $388M 0.26% -1,954,858 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,690,088 $382M 1.04% +1,273,614 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,666,498 $381M 2.88% +150,836 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 5,227,998 $351M 3.98% +454,887 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,954,863 $333M 0.3% +389,536 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,794,516 $322M 0.38% +4,790,558 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,399,829 $296M 0.01% -187,147 13F-HR Timeline Group Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 4,090,138 $275M 11.77% +893,391 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,062,003 $273M 3.84% -124,252 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,047,517 $272M 2.19% +164,786 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 3,972,687 $267M +85,657 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,901,270 $262M 0.6% +704,984 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,821,180 $257M 1.55% +316,932 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,740,612 $251M +554,742 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,567,572 $240M +251,099 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,540,233 $238M 0.85% +392,427 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,285,434 $221M 1.21% +1,345,599 13F-HR Timeline Matson Money. Inc. More: the full row for Matson Money. Inc. 3,182,097 $214M 6.76% +1,231 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 3,173,688 $213M 11.04% -349,977 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 3,090,192 $208M 1.74% new 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 3,050,554 $205M 3.77% +1,956,084 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,048,518 $205M 0.3% -340,926 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,999,647 $202M 0.22% -95,906 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,961,336 $199M 3.29% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,930,230 $197M 4.38% -31,742 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,899,388 $195M 0.02% +128,492 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,882,452 $194M 1.73% -13,993 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,826,773 $190M 0.25% +423,140 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. 2,616,004 $176M +80,485 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,584,820 $174M 1.39% +658,031 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,553,444 $172M 0.06% +31,843 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,545,417 $171M 4.09% +6,036 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,464,405 $166M 1.87% -20,171 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,423,535 $163M 0.59% +394,834 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,413,373 $162M 0.25% +124,347 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,392,705 $161M 3.28% +14,648 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,364,693 $159M 4.11% -63,204 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,338,733 $157M 0.6% -317,701 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,329,384 $157M 0.24% -223,931 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,280,708 $153M 5.22% +57,851 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,271,502 $153M 7.31% +12,583 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,262,898 $152M 0.88% +81,874 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,219,576 $149M 6.09% +504,076 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,208,783 $148M 5.63% +53,379 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 2,185,000 $147M 13.39% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,131,471 $143M 1.88% +597,158 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,122,469 $143M 4.65% -36,933 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,412,584 $142M 2.59% +210,919 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,114,082 $142M 5.3% +26,568 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,001,397 $135M 0.18% +126,811 13F-HR/A Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 1,964,259 $132M 13.64% +150,500 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,960,087 $132M 3.51% -42,903 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 1,941,744 $131M 2.34% +174,900 13F-HR Timeline University of Pittsburgh - Of the Commo… More: the full row for University of Pittsburgh - Of the Commonwealth System of Higher Education 1,933,838 $130M 99.81% +32,820 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,920,644 $129M 0.71% +264,663 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,903,795 $128M 0.2% +319,867 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,803,183 $127M 0.17% +5,611 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 1,867,100 $126M 1.92% 0 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 1,774,646 $119M 12.35% +620,246 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,744,682 $117M 5.21% -667,663 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,719,605 $116M 0.66% -28,161 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,711,348 $115M 6.52% +61,000 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,695,058 $114M 0.91% -9,909 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,660,361 $112M +357,174 Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,621,133 $109M -55,625 Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,608,892 $108M 2.42% +1,432,521 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,579,171 $106M 0.19% +491,684 13F-HR/A Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,547,557 $104M 1.69% +56,850 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 1,529,431 $103M 1.38% -39,134 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,504,889 $101M 0.06% +584,129 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,484,000 $99.8M 3.69% -17,164 13F-HR/A Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,439,528 $96.8M 2.89% +32,300 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,404,670 $94.4M 1.07% +166,736 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,390,070 $93.4M 2.63% +105,443 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,384,026 $93M 3.99% +112,441 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,382,686 $92.9M 7.49% +9,250 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,366,297 $91.8M 1.06% -72,779 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,356,423 $91.2M 0.35% +20,653 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,356,146 $91.2M 0.36% +151,395 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,306,189 $87.8M 0.23% +205,556 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,286,405 $86.5M 2.26% -2,842 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,281,618 $86.3M 0.15% +290,945 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,248,882 $86.2M 0.14% +101,494 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,278,606 $85.9M 0.92% +329,464 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,271,627 $85.5M 0.31% +110,626 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,245,797 $83.7M 3.18% -16,110 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,237,112 $83.2M 9.02% +1,486 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,235,051 $83M 0.06% +3,482 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,186,099 $79.7M 1.38% +960,834 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,185,863 $79.7M 4.41% -4,586 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,167,273 $78.5M 0.9% +113,654 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,153,514 $77.5M 5.88% +40,128 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,103,148 $77.5M 1.61% +1,141 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,121,857 $75.4M 0.11% +15,815 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 1,093,363 $73.5M 0.73% +322,112 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,090,462 $73.5M 0.94% +49,463 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,079,717 $72.6M 0.31% +85,147 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,069,133 $71.9M 2.1% -645,433 13F-HR Timeline Group JABODON PT CO More: the full row for JABODON PT CO 1,061,996 $71.4M 9.45% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,052,887 $70.8M 2.03% +32,951 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,050,694 $70.6M 0.89% -127,076 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,039,693 $69.9M 0.23% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,023,321 $68.8M 1.9% +14,947 13F-HR/A Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,017,606 $68.4M 1.13% +371,169 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,013,747 $68.1M 0.25% +125,394 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 993,000 $66.7M 2.23% -17,000 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 988,955 $66.5M 0.06% -22,500 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 987,507 $66.4M 0.42% +54,630 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 983,436 $66.1M 0.48% +146,690 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 899,452 $63.2M 0.68% +32,422 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 927,837 $62.4M 3.25% +20,096 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 921,940 $62M 6.74% +7,609 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 913,852 $61.5M 0.32% +96,061 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 866,536 $60.5M 2.1% -92 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 896,439 $60.3M 2.3% +18,103 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 895,353 $60.2M 0.55% -15,814 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 881,426 $59.2M 4.27% +34,636 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 878,174 $59M 1.08% +9,938 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 858,576 $57.7M 5.29% -20,789 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 856,425 $57.6M 0.68% -435,926 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 858,927 $57.3M 0.23% -11,548 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 849,669 $57.1M 0.96% +282,165 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 848,550 $57M -1,023,011 Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 844,550 $56.8M 1.21% +60,001 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 842,134 $56.6M +13,099 Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 833,300 $56M 1.67% +373,300 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 821,543 $55.2M 0.46% +80,967 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 803,738 $54M 4.03% +116,408 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 803,679 $54M 4.4% +107,788 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 795,208 $53.5M 0.68% -6,273 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 790,600 $53.1M -173,650 Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 776,763 $52.2M 4.99% +24,697 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 774,664 $52.1M 3.12% +295,153 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 773,127 $52M 0.24% +149,404 13F-HR Timeline Chan Zuckerberg Initiative, LLC More: the full row for Chan Zuckerberg Initiative, LLC 772,296 $51.9M 34.82% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 770,352 $51.8M 6.49% -2,974 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 757,314 $50.9M 0.69% +36,219 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 751,866 $50.5M 2.2% +39,292 13F-HR Timeline Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 744,478 $50M 12.72% +326,778 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 740,585 $49.8M 3.32% +137,632 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 723,355 $48.6M 0.8% -39,954 13F-HR/A Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 695,002 $46.7M 5.88% +43,815 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 685,185 $46.1M 0.26% -23,238 13F-HR Timeline Group MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 676,346 $45.5M 11.69% -4,794 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 670,474 $45.1M 3.3% -25,579 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 668,081 $44.9M 4.34% +15,186 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 660,147 $44.4M 7.61% -1,368 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 657,476 $44.2M 4.55% +181,117 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 650,458 $43.7M 0.02% +94,219 13F-HR/A Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 647,117 $43.5M 1.64% +18,615 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 639,337 $43M 3.45% +15,160 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 636,645 $42.8M 2.39% +33,390 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 636,564 $42.8M 2.48% -80,183 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 625,924 $42.1M 7.1% +65,080 13F-HR Timeline Santa Clara Valley Transportation Autho… More: the full row for Santa Clara Valley Transportation Authority 625,061 $42M 35.32% -9,007 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 623,437 $41.9M 12.32% +13,347 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 622,239 $41.8M 1.81% -3,228 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 619,917 $41.7M 4.7% +21,638 13F-HR Timeline