BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 201,617,733 $14.4B 0.93% +2,941,071 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 138,727,174 $9.88B 16.72% +796,375 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 116,981,979 $8.33B 4.87% -3,436,418 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 90,448,271 $6.44B +2,087,484 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 73,490,701 $5.24B 0.28% -11,128,021 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 66,823,471 $4.76B 2.54% +2,675,380 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 58,220,511 $4.15B 7.97% +533,547 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 57,998,723 $4.13B 0.72% -3,390,480 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 56,820,243 $4.01B 1.61% +1,821,641 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 53,763,923 $3.83B 0.45% +93,054 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 49,483,539 $3.53B 27.62% +2,210 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 46,391,963 $3.31B 0.56% -921,458 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 37,068,072 $2.64B 2.77% +1,501,083 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 36,559,773 $2.6B 3.22% +821,010 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 31,653,334 $2.26B 0.24% +4,745,816 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 31,429,244 $2.24B +98,874 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,587,929 $2.18B 3.34% -1,742,024 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 29,867,238 $2.13B -3,511,619 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 28,400,304 $2.02B 0.46% +604,337 13F-HR Timeline VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 25,981,907 $1.85B +618,085 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 24,855,847 $1.77B 1.56% +123,806 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 22,461,369 $1.6B 2.2% +977,255 13F-HR Timeline Group Cerity Partners LLC group of 3 filers holding More: the full row for Cerity Partners LLC 21,670,618 $1.54B +918,091 Timeline TIAA group of 5 filers holding More: the full row for TIAA 21,374,022 $1.52B +356,695 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,668,145 $1.19B 1.49% -103,380 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,278,745 $1.16B 0.31% +592,538 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 15,979,954 $1.14B 24.28% -5,147,666 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,957,899 $1.13B 0.07% +311,994 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,745,161 $1.12B 0.23% +1,487,063 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,662,182 $1.12B 6.14% +1,099,481 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 15,511,173 $1.11B 15.84% +1,558,357 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,510,513 $1.11B 0.05% -56,861 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,098,458 $1.08B 10.3% +486,248 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,000,607 $926M 19.55% +125,685 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 12,907,577 $920M 0.15% -268,812 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,829,574 $914M +3,759,462 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,125,742 $864M 9.17% -25,462 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,632,063 $829M 0.8% -54,611 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11,054,365 $788M 10.35% +184,793 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,957,948 $781M 5.78% +9,774 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,411,578 $742M 0.81% -1,118,952 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 10,246,137 $730M 0.57% +339,126 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,551,551 $681M 0.2% +12,837 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 9,431,210 $672M 9.7% -26,611 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,151,096 $652M 1.33% +1,550,879 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,107,726 $649M 6.13% -195,885 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,030,217 $643M 3.84% +893,797 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. 8,817,419 $628M 0.31% +732,833 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,382,284 $597M 0.5% +302,014 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 8,337,316 $593M 0.73% +1,565,201 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,149,716 $581M 0.53% +387,650 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,886,050 $571M 11.13% +65,617 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 8,233,142 $560M 1.64% +4,423,680 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 7,598,857 $541M 9.48% +200,190 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,043,460 $502M 1.91% +2,419,183 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 6,727,096 $479M 7.66% -121,039 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,253,672 $446M 10.76% -22,157 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,188,985 $441M 1.45% -66,202 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,925,426 $422M 0.5% +949,687 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,793,046 $413M +27,277 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,747,711 $410M 0.7% +446,993 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,618,163 $400M 1.17% -38,953 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,486,055 $391M 1.14% +147,288 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,036,446 $387M 0.13% +144,958 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,257,397 $375M 4% -88,535 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,272,522 $374M 10.27% +531,746 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,066,216 $361M 1.68% +96,444 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,015,310 $357M 4.37% -2,353 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,948,703 $353M -17,567 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,871,595 $347M 0.53% +109,083 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,837,702 $345M 2.6% -3,702 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,756,065 $339M 3.69% -20,001 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,609,141 $328M 2.46% -154,792 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,566,227 $325M 19.64% +8,887 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,460,771 $318M <0.01% +393,777 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,453,914 $317M 3.86% +23,733 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 4,298,995 $306M 5.72% -188,388 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,291,023 $306M 0.8% +428,937 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,234,171 $302M 0.36% +124,052 13F-HR Timeline Group TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 4,233,276 $302M 32.81% -60,986 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,082,103 $291M 1.98% +124,468 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,013,947 $286M 0.64% +551,924 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,999,723 $285M 6.36% -102,692 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 3,979,237 $284M 0.84% -243,571 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,755,844 $268M 6.48% +106,314 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,728,468 $266M 11.51% -168,360 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,583,905 $255M 0.49% +123,827 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,576,217 $255M 9.33% +62,465 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,603,602 $254M 0.67% +240,873 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,530,275 $252M 1.39% -42,340 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,516,435 $251M 1.96% +296,982 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,379,862 $241M 12.97% -274,711 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,235,751 $231M 2.89% +664,843 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 3,191,494 $227M 0.13% -218,864 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,188,877 $227M 4.74% -266,307 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,097,927 $221M 0.08% -1,621,956 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 2,953,730 $210M 17.9% +40,094 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,926,097 $208M 5.43% -22,147 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,917,758 $208M 5.12% +248,454 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,884,528 $206M 5.46% +50,520 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,859,219 $204M 1.56% +442,795 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,774,023 $198M 7.8% -9,602 13F-HR/A Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,720,053 $194M 15.21% +162,872 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,716,005 $194M 9.92% +123,133 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,645,660 $189M 2.97% +54,710 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 2,629,796 $187M 4.8% -23,812 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,554,511 $182M 2.79% +167,665 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,472,701 $176M 1.29% +77,560 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 2,462,855 $175M 14.34% +13,132 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,413,619 $172M 2.17% -126,134 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,406,484 $171M 7.3% +158,939 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,400,305 $170M 8.09% +63,061 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,371,391 $169M 8.33% -695,694 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,363,851 $168M 7.83% +58,478 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,363,407 $168M 0.5% +66,681 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,344,738 $167M 1.22% +161,952 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,358,435 $167M 0.28% +171,101 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,324,023 $166M 5.44% +23,742 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,314,212 $165M 3.28% -21,825 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,275,906 $162M 0.72% +38,161 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,256,989 $161M 0.59% +192,172 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,246,838 $160M 7.8% -10,795 13F-HR Timeline JABODON PT CO More: the full row for JABODON PT CO 2,244,326 $160M 15.69% +40,710 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 2,224,154 $158M 5.83% +72,005 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,206,221 $157M 2.08% +166,776 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,146,728 $153M 1.84% +129,580 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,106,653 $150M 2.81% +7,745 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,104,437 $150M -23,590 Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 2,090,711 $149M 42.98% -86,016 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,954,410 $139M 9.25% -27,671 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,920,532 $137M 2.63% +29,586 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 1,916,431 $137M 0.56% +595,217 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,903,904 $136M 2.38% +64,020 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,910,931 $136M 4.46% -2,486,207 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,899,607 $135M 0.71% -36,791 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,804,841 $129M 0.06% -147,770 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,798,331 $128M 1.02% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,779,207 $127M 7.34% +37,508 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,775,418 $126M 1.43% +146,252 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,735,215 $124M 0.54% +90,235 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,729,995 $123M 0.48% +6,822 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,715,376 $122M 9.11% +14,060 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,715,180 $122M 1.45% -61,997 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 1,717,714 $122M 1.72% -22,764 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,689,996 $120M 0.19% +100,526 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,687,906 $120M 2.17% +230,578 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,670,862 $120M 1.18% +145,756 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,661,823 $118M 6.21% +71,931 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,608,770 $115M 1.16% +248,270 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,590,523 $113M 2.45% +13,515 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,570,715 $112M 6.11% +26,152 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,555,850 $111M 9.4% +53,366 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,546,237 $110M 1.4% -8,117 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,524,095 $109M 2.81% -30,566 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,507,164 $107M 0.04% +355,977 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,480,541 $105M 15.61% +82,177 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,462,274 $104M 11.79% +17,168 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 1,446,949 $103M 0.72% +307,716 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,441,430 $103M 1.18% +106,228 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,397,237 $99.6M 0.58% -19,700 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,394,427 $99.4M 5.76% +14,306 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,355,730 $96.6M 5.69% +163,003 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,347,312 $96M 4.68% +3,660 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,334,367 $95.1M 1.04% +1,119 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,325,531 $94.4M 1.18% +104,539 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 1,325,001 $94.4M 6.49% +263,020 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,321,242 $94.1M 5.56% +193,344 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 1,254,919 $89.4M 3.6% +60,102 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,250,803 $89.1M 9.56% +10,599 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,250,000 $89.1M 3.52% 0 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,249,145 $89M 10.93% -4,002 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & 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