BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 201,469,962 $12.1B 0.9% +6,924,718 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 137,447,739 $8.24B 16.28% +3,364,345 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 128,084,556 $7.67B 5.86% -3,985,883 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 94,690,931 $5.67B -16,805,126 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 63,486,145 $3.8B 0.78% +643,186 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 62,840,401 $3.77B 0.23% -2,977,676 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 58,309,968 $3.49B 8.2% +1,755,210 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 58,128,458 $3.48B 2.32% +3,076,786 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 51,311,775 $3.05B 2.08% +1,794,331 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 48,969,182 $2.93B 0.38% +2,310,462 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 48,797,610 $2.92B 27.1% +549,899 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 41,516,998 $2.49B 0.44% -938,983 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 33,413,896 $2B 3.34% +4,798,488 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,736,615 $1.9B 2.46% +1,082,109 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,729,575 $1.72B 0.25% -1,167,621 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,540,802 $1.71B 3.49% +3,544,368 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 28,451,306 $1.7B 0.5% +365,851 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 27,892,513 $1.67B -1,892,600 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 25,836,401 $1.55B 1.66% +92,965 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 25,074,822 $1.5B 7.86% +2,287,876 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,400,503 $1.46B 2.3% +3,372,858 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 22,066,960 $1.32B +620,062 Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 20,757,883 $1.24B 28.01% +5,451,849 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 20,514,862 $1.23B +453,595 Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 18,939,054 $1.13B +1,322,435 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 18,502,945 $1.11B 1.78% +1,303,627 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,455,979 $1.05B 1.35% -1,277,744 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,725,220 $942M 0.05% -70,845 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,471,672 $867M 9.85% +395,334 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 14,050,271 $842M 0.15% -33,359 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,872,217 $831M 0.05% +1,068,333 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,461,572 $807M 0.26% -121,640 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 12,732,955 $763M 18.47% +883,495 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,706,394 $761M 0.18% +240,375 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 12,079,712 $724M 14.98% +701,048 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,756,315 $704M 9.11% +293,718 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 11,616,839 $696M 0.57% +1,346,608 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,551,168 $692M 0.82% -48,370 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,887,168 $652M 5.18% +9,803,737 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,863,869 $651M 0.74% +938,633 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,807,610 $588M 6.4% -412,836 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,705,665 $582M 0.53% +1,825,184 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,430,708 $565M 0.2% +148,111 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 8,347,622 $500M 9.17% +5,127,412 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,270,387 $496M 0.3% +190,004 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,888,993 $473M 3.08% +244,667 13F-HR/A Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,686,599 $464M 11.64% +184,579 13F-HR/A Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 7,726,166 $463M 7.31% +149,917 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,512,704 $450M 1.2% -114,839 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,300,257 $437M 0.51% +1,502,866 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 6,687,831 $401M 3.2% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,582,903 $394M 1.39% -64,382 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,226,335 $373M 10.62% -54,942 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,139,399 $369M +884,577 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,629,496 $337M 1.13% -156,198 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,612,340 $336M 3.9% -84,903 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 5,477,567 $328M 7.18% +557,323 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,429,480 $325M 0.7% -193,609 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,055,936 $303M 4.21% +285,576 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,877,690 $292M 3.31% -50,370 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,810,655 $288M +97,585 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 4,749,768 $285M 0.09% +748,034 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,741,211 $282M 0.39% +530,852 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,697,113 $281M 0.48% +687,838 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,662,073 $279M 0.19% -360,488 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,635,885 $278M 2.27% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,591,380 $275M 1.05% -326,091 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,574,596 $274M 19.66% +83,880 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 4,386,591 $263M 42.85% -37,683 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 4,356,687 $261M 0.87% -10,367 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,325,714 $259M 1.85% +370,648 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,263,330 $255M 11% +71,857 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,256,419 $255M 1.6% +224,372 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,084,764 $245M 0.48% +338,407 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,062,899 $243M 5.87% -454,569 13F-HR/A Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,009,526 $240M 3.07% +928,575 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,938,781 $239M 8.87% +361,110 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 3,964,405 $238M 5.38% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,784,796 $227M 11.33% -46,012 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,696,245 $221M 5.15% -11,761 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,626,453 $217M +126,067 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,617,422 $217M 1.39% +12,099 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,599,964 $216M 0.51% -11,654 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,537,128 $212M 1.29% +742,376 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,456,215 $207M 0.28% +113,678 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,364,114 $202M 5.71% +243,268 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,363,119 $202M 8.7% +111,788 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,340,352 $200M 0.55% -466,592 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,218,154 $195M 0.3% +43,372 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,044,272 $182M 0.49% +87,435 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,008,694 $180M 2.06% +20,300 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,896,939 $174M 0.1% -138,400 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,755,421 $165M 5.18% +14,040 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 2,752,987 $165M 4.34% -1,007,482 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,752,791 $165M 5.06% +45,120 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 2,744,800 $164M 15.28% +5,176 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 2,687,868 $161M 4.59% +14,538 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,639,438 $158M 2.13% -663,468 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,770,339 $158M 8.02% +166,847 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,627,866 $157M 2.18% +488,068 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,480,815 $149M 13.59% -1,250 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,463,192 $148M 1.25% +1,314,212 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,432,153 $146M 9.17% +153,029 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,345,531 $141M 2.5% +133,977 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,344,218 $140M 1.09% +88,180 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,205,460 $132M 7.64% +4,259 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,203,893 $132M 7.77% +163,875 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,181,395 $131M 15.19% +189,438 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,177,482 $130M 2.28% +89,639 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,166,807 $130M 1.19% +101,624 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,161,769 $130M 0.59% +61,519 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,158,291 $129M 2.66% -4,603 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,134,598 $128M 0.5% +71,436 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,112,981 $127M 7.95% +168,368 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,096,977 $126M 0.61% +54,575 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,056,956 $123M 4.33% +37,925 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 2,050,950 $123M 5.45% -63,339 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,047,005 $123M 3.7% +204,885 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,015,008 $121M 1.83% -125,315 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,914,209 $115M 8.59% +79,398 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,903,335 $114M 5.92% +13,603 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,902,976 $114M 0.96% +174,025 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,867,022 $112M 2.33% +106,528 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,861,216 $112M 1.91% +111,908 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,818,725 $109M 0.41% +118,430 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,798,505 $108M 2.27% -12,604 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,770,933 $106M 7.34% +12,055 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,745,349 $105M 0.46% +126,117 13F-HR/A Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,741,470 $104M +49,410 Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,648,093 $99.7M 0.65% +96,002 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,623,738 $98.5M 2.19% +341,295 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,637,931 $98.1M 7.3% -28,914 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,628,273 $97.6M 8.25% -81,888 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,597,778 $95.7M 2.44% +17,051 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,588,961 $95.2M 5.74% +45,691 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,569,061 $94M 0.41% +11,924 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 1,566,625 $93.9M 1.29% +144,208 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,560,969 $93.5M 1.49% -7,159 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 1,547,796 $92.7M 4.99% +10,999 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,522,959 $91.3M 2.23% -10,618 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,493,187 $89.5M 0.04% +258,746 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 1,480,914 $88.7M 1.15% +26,365 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,473,187 $88.3M 11.21% -92,959 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,432,838 $85.9M 5.68% +3,772 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,374,468 $83.9M 0.96% +38,176 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,361,737 $81.6M 1.06% -9,620 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,351,660 $81M 7.51% +32,798 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,351,580 $81M 5.28% +26,051 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,350,916 $80.9M 0.45% +755 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,337,085 $80.1M 15.38% +88,824 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,306,423 $78.3M 1.6% -13,416 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,304,323 $78.2M 0.87% +380,787 13F-HR Timeline Group PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,303,535 $78.1M 10.03% +19,251 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,279,526 $76.7M 0.76% -7,652 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,270,481 $76.1M 9.87% +11,300 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,268,530 $76M 0.99% +49,591 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,263,557 $75.7M 9.73% +641 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,252,591 $75.4M 7.73% +97 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,257,516 $75.4M 7.8% +24,996 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,254,635 $75.2M 0.42% +20,442 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,250,000 $74.9M 2.76% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,249,657 $74.9M 10.74% +15,995 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,228,442 $73.6M 0.84% -12,211 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,210,963 $72.6M 10.72% -7,274 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,210,734 $72.5M 2.35% +140,225 13F-HR Timeline Inherent Management Corp. More: the full row for Inherent Management Corp. 1,171,437 $70.2M 40.25% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,156,441 $69.3M 7.28% -41,467 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,155,855 $69.3M 8.54% +7,060 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,137,360 $68.2M 4.08% +37,130 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 1,131,440 $67.8M 11.04% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,126,049 $67.5M 2.99% +28,894 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,125,129 $67.4M 11.14% -4,364 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,122,335 $67.3M 1.01% +7,371 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,116,475 $66.9M 1.06% +7,895 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 1,113,789 $66.7M 0.05% +61,125 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,108,981 $66.5M 3.69% -28,429 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 1,104,662 $66.2M 0.58% -252,613 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,103,328 $66.1M 0.09% +214,882 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,102,027 $66M 12.94% -21,298 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 1,099,255 $65.9M 4.47% +32,784 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,093,882 $65.5M 1.37% +102,137 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,072,409 $64.3M 2.54% -32,284 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,071,049 $64.2M 3.24% +65,876 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,060,916 $63.6M 12.45% +7,007 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,058,916 $63.5M 0.91% +489,045 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,048,352 $62.8M 0.01% -901,577 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,045,750 $62.7M 1.62% 0 13F-HR/A Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,025,510 $62.6M 1.33% +88,534 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,039,531 $62.3M 2.88% +7,377 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,030,365 $62.2M 0.1% +14,376 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 1,016,515 $60.9M 3.6% +56,128 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,012,534 $60.7M 7.01% -11,581 13F-HR/A Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,008,574 $60.4M 12.14% +44,279 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jacobsen Capital Management More: the full row for Jacobsen Capital Management 991,379 $59.4M 20.13% +7,319 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 989,110 $59.3M 5.19% +15,228 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 984,592 $59M 4.19% +3,800 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 984,266 $59M 4.04% +185 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 982,158 $58.9M 0.71% +7,507 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 977,845 $58.6M 3.08% -21,315 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 976,565 $58.5M 12.55% -20,727 13F-HR Timeline