BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 219,869,621 $15.3B 1.12% +46,640,330 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 126,259,202 $8.81B 0.53% +23,465,415 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 92,684,354 $6.46B +1,499,283 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 87,384,260 $6.1B 1.22% +10,680,940 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 77,654,854 $5.42B 3.67% +1,378,212 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 52,231,526 $3.64B 0.97% -229,673 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 50,621,591 $3.53B 0.06% +1,209,699 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 45,035,771 $3.03B 0.21% -2,966,192 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 42,933,557 $2.99B +27,258,887 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 40,686,196 $2.84B 6.23% +1,790,462 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 33,683,463 $2.31B -921,588 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 29,529,985 $2.06B 2.5% +588,708 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 26,326,701 $1.84B 0.24% -2,308,863 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 21,583,944 $1.51B 0.08% -1,029,604 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 20,828,872 $1.45B 0.27% +4,743,399 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 19,905,325 $1.39B 0.43% +354,749 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,057,125 $1.36B 0.65% +1,488,450 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,440,275 $1.36B 0.83% +1,103,248 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 16,233,759 $1.13B 21.37% -116,906 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,024,436 $1.05B 0.61% +1,269,059 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 13,923,745 $971M +3,041,157 Timeline State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 12,458,692 $869M 3.35% -10,102,316 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,502,715 $802M 1.08% +4,853,132 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,028,023 $699M 1.22% +486,435 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,734,803 $679M 2.22% -4,520 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,297,033 $648M 1.32% +366,914 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,074,872 $633M 0.58% -404,604 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,020,598 $629M 0.26% +2,054,897 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,920,272 $622M 14.76% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,868,236 $619M 0.12% +1,185,418 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,765,443 $611M 0.65% -593,367 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,698,552 $606M 0.71% +360,376 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 8,013,940 $559M +1,263,543 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,926,302 $553M 0.13% +1,169,874 13F-HR/A Timeline Group Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 7,584,431 $529M 1.76% 0 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 7,184,416 $501M 1.48% +142,701 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,972,866 $486M 0.52% +2,178,350 13F-HR Timeline Group FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 6,873,267 $479M 2.61% +3,783,075 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,808,959 $473M 25.18% -17,489 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,947,510 $467M 0.15% +198,205 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 6,664,273 $465M 0.05% +179,910 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 6,437,121 $449M +2,869,549 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,222,866 $434M 1.2% -1,068,080 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,758,444 $402M 3.14% -558,602 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,653,446 $394M 0.75% -258,866 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,559,794 $388M 2.92% -106,704 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,194,737 $362M 0.23% -578,110 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,951,901 $345M 0.32% -2,962 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 4,918,257 $343M +945,570 Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 4,620,513 $322M 6.7% +1,569,959 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,509,997 $315M 1.6% +1,224,563 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,271,360 $298M 4.15% +209,357 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,264,324 $297M 0.01% -135,505 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,204,420 $293M 0.38% +4,047,707 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,047,517 $282M 2.39% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,982,239 $278M +241,627 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,946,368 $275M 1.01% +406,135 13F-HR Timeline Group Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 3,801,904 $265M 11.61% -288,234 13F-HR Timeline Group COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3,718,473 $259M 1.32% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,609,503 $252M 1.55% -211,677 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,605,987 $252M 0.62% -295,283 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,591,660 $251M 0.03% +692,272 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,572,002 $249M 0.36% +523,484 13F-HR Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 3,313,829 $231M 2.62% -1,914,169 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,247,216 $226M 0.6% -2,442,872 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,192,744 $223M 0.24% +193,097 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 3,180,698 $222M 11.49% +7,010 13F-HR Timeline Matson Money. Inc. More: the full row for Matson Money. Inc. 3,077,453 $215M 6.58% -104,644 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. 2,965,574 $207M +349,570 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,956,984 $206M 4.93% +26,754 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,947,980 $206M 1.88% +65,528 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,819,485 $197M 3.85% +2,781,706 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,659,228 $185M 0.06% +105,784 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,642,855 $184M 4% +1,033,963 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,617,742 $183M 0.26% -209,031 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,596,299 $181M 1.58% -4,143,961 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 2,587,897 $181M 8.85% +1,951,252 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,520,224 $176M 4.87% -25,193 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,508,449 $175M 3.59% +115,744 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,432,761 $170M 0.27% +19,388 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,417,521 $169M 0.25% +88,137 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,359,105 $165M 0.93% +96,207 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,349,281 $164M 1.88% -115,124 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,314,425 $161M 4.12% -50,268 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,278,273 $159M 5.44% -2,435 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,262,667 $158M 7.67% -8,835 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,236,823 $156M 0.56% -186,712 13F-HR/A Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,187,140 $153M 5.75% +73,058 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,173,077 $152M 6.11% -35,706 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,121,426 $148M 0.11% +886,375 13F-HR Timeline Group Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 2,115,000 $148M 13.92% -70,000 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,058,665 $144M 0.23% +154,870 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,042,072 $142M 5.97% +1,290,206 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 2,037,659 $141M 14.86% +73,400 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,982,986 $139M 0.68% +1,069,134 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 1,984,690 $138M 2.41% +42,946 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,003,455 $136M 0.19% +2,058 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 1,933,838 $135M 100% 0 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 1,912,733 $132M +291,600 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,878,466 $131M 0.97% -706,354 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,871,663 $131M 5.27% -347,913 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,870,152 $130M 0.23% +290,981 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,860,705 $130M 0.47% -478,028 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,851,640 $129M 3.4% -108,447 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,806,474 $126M 0.68% -114,170 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,801,448 $126M 7.37% +90,100 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,791,143 $121M 5.23% +307,143 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,728,322 $121M +67,961 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,687,480 $118M 0.92% -7,578 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,685,804 $118M 3.29% +295,734 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,663,169 $116M 1.61% +133,738 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,642,001 $115M 1.42% -489,470 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,636,819 $114M 3.31% +567,686 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,585,189 $111M 1.89% +37,632 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,574,732 $109M 0.24% -228,451 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,562,950 $109M 0.43% +206,527 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 1,544,665 $108M 3.58% -577,804 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,509,237 $106M 1% +230,631 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,485,283 $104M 4.33% +101,257 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,440,403 $100M 2.95% +875 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,409,584 $98.3M 2.55% +123,179 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,392,402 $97.1M 0.16% +270,545 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,387,819 $96.8M 1.51% +201,720 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,357,051 $94.7M 0.24% +50,862 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,353,141 $94.4M 1.13% -13,156 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 1,352,905 $94.4M +763,744 Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,342,944 $93.7M 0.42% +71,317 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,384,549 $93.1M 7.49% +1,863 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,296,578 $90.4M 0.49% -423,027 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,281,826 $89.4M 2.46% +727,988 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,276,274 $89M 1% -128,396 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,232,387 $86.6M 9.45% -4,725 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,228,997 $85.7M 3.24% -16,800 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,227,381 $85.6M 0.26% +213,634 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,223,763 $85.4M 3.84% -520,919 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,219,185 $85M 0.72% +646,040 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,216,807 $84.9M 0.45% +806,591 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,209,143 $84.3M 1.26% +1,200,424 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,198,339 $83.6M 4.31% +270,502 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,190,822 $83.1M 3.64% +4,959 13F-HR Timeline JABODON PT CO More: the full row for JABODON PT CO 1,184,363 $82.6M 9.6% +122,367 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,163,812 $81.2M 0.35% +84,095 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,153,845 $80.9M 1.66% +50,697 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,143,434 $80.4M 0.13% -105,448 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,145,992 $79.9M 0.98% +55,530 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,139,900 $79.5M 2.78% +306,600 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,123,183 $78.3M 1.21% +105,577 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 1,122,900 $78.3M 9.48% -651,746 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,120,958 $78.2M 0.89% -46,315 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,117,367 $77.9M 5.82% -36,147 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,110,229 $77.4M 0.87% +59,535 13F-HR Timeline UNC Management Company, Inc. More: the full row for UNC Management Company, Inc. 1,109,418 $77.4M 4.72% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,106,205 $77.2M 0.62% +249,780 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,102,212 $76.9M 0.05% new 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,091,930 $76.2M 4.15% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,091,083 $76.1M 0.81% -2,280 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,072,353 $74.8M 2.13% +19,466 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,060,953 $74M 1.53% +216,403 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,060,426 $74M +211,876 Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,047,404 $73.5M 0.83% +147,952 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,054,916 $73M 0.14% -226,702 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,040,370 $72.6M 1.91% +17,049 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,039,693 $72.5M 0.27% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,037,651 $72.4M 7.12% +179,075 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,028,156 $71.7M 0.47% +40,649 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,020,000 $71.1M 2.6% +27,000 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,002,921 $70M 2.73% +106,482 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 963,404 $67.2M 1.07% +240,049 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 896,140 $66.4M 2.14% +29,604 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 945,629 $66M 1.06% +95,960 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 942,025 $65.7M 0.44% +464,372 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 912,578 $63.7M 0.03% new 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 910,905 $63.5M 0.54% -72,531 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 907,404 $63.3M 0.62% +12,051 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 903,398 $63M 1.09% +25,224 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 898,374 $62.7M 0.72% +710,636 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 896,948 $62.6M 4.44% +15,522 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 885,746 $61.8M 4.62% +82,067 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 864,758 $60.3M 6.45% -57,182 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 885,355 $59.6M 0.06% -103,600 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 839,785 $58.6M 3.48% +269,556 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 837,511 $58.4M 0.45% +15,968 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 830,770 $57.9M -11,364 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 818,382 $57.1M 0.63% +61,068 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 817,558 $57M 6.93% +122,556 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 800,452 $55.8M 6.54% +260,335 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 709,800 $55.8M 0.71% +135,211 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 784,033 $54.7M 0.26% +165,344 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 772,603 $53.9M 2.17% +125,486 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 696,636 $53.6M 3.48% -43,949 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 766,809 $53.5M 0.25% -6,318 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 760,686 $53.1M 5.07% -16,077 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 755,956 $52.7M 6.5% -14,396 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 745,388 $52M 0.03% -759,501 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 726,177 $50.7M 0.24% +40,992 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 711,268 $49.6M 0.71% -2,250,068 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 710,742 $49.6M 5.69% +53,266 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 708,672 $49.4M 0.03% +58,214 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 707,493 $49.3M 0.67% new 13F-HR Timeline Chan Zuckerberg Initiative, LLC More: the full row for Chan Zuckerberg Initiative, LLC 706,019 $49.2M 100% -66,277 13F-HR Timeline