BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 205,758,023 $12.9B 0.94% +4,288,061 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 138,588,366 $8.66B 16.49% +1,140,627 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 124,175,031 $7.76B 5.55% -3,909,525 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 90,491,038 $5.65B 0.34% +27,650,637 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 88,430,895 $5.52B -6,260,036 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 64,314,341 $4.02B 0.78% +828,196 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 61,886,335 $3.87B 2.45% +3,757,877 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 58,685,582 $3.67B 8.19% +375,614 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 52,908,486 $3.31B 2.02% +1,596,711 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 51,950,297 $3.25B 0.41% +2,981,115 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 49,538,873 $3.09B 27.35% +741,263 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 42,271,448 $2.64B 0.46% +754,450 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,844,186 $2.18B 3.32% +1,430,290 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,997,394 $2.06B 2.45% +1,260,779 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,166,421 $1.88B 3.58% +1,625,619 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 28,541,648 $1.78B 0.49% +90,342 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,224,383 $1.76B 0.25% -505,192 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,743,539 $1.73B 2.35% +3,343,036 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 27,668,687 $1.73B -223,826 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 25,669,235 $1.6B 1.58% -167,166 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 23,427,776 $1.46B +1,360,816 Timeline TIAA group of 3 filers holding More: the full row for TIAA 20,607,419 $1.29B +92,557 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 20,114,092 $1.26B 1.96% +1,611,147 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 19,780,576 $1.24B 27.38% -977,307 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 19,627,815 $1.23B +688,761 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,014,674 $1.06B 1.42% -441,305 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,605,899 $975M 0.05% -119,321 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,365,116 $960M 10.49% +893,444 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 13,444,679 $897M 15.88% +1,364,967 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,279,977 $892M 0.06% +407,760 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,278,396 $892M 0.28% +816,824 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 14,091,113 $880M 0.16% +40,842 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,581,933 $848M 6.75% -11,492,889 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 12,768,794 $798M 18.5% +35,839 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,559,141 $784M 0.18% -147,253 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,930,938 $745M 9.19% +174,623 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 11,558,138 $722M 0.59% -58,701 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,411,762 $713M 0.84% -139,406 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,092,054 $693M 0.76% +228,185 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,055,006 $691M 5.23% +167,838 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,489,679 $593M 6.28% -317,931 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,468,021 $591M 0.2% +37,313 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 9,146,753 $571M 9.35% +799,131 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,991,350 $562M 0.51% -714,315 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,580,845 $536M +2,441,446 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,503,607 $531M 0.29% +233,220 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,766,637 $523M 12.02% +80,038 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,346,613 $521M 1.27% +833,909 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,032,715 $502M 3.21% +143,722 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 7,957,746 $497M 7.51% +231,580 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,684,136 $480M 0.52% +383,879 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 7,490,656 $468M 9.38% +3,526,251 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 7,328,295 $458M 8.29% +1,850,728 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,027,316 $439M 0.52% +6,528,697 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,283,595 $393M 1.41% -299,308 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,204,833 $388M 10.89% -21,502 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 5,789,082 $362M +978,427 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,662,009 $354M 1.14% +32,513 13F-HR/A Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,505,632 $344M 3.98% -106,708 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,308,961 $332M 0.56% +611,848 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,268,081 $329M 0.67% -161,399 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,264,817 $329M 0.1% +515,049 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,926,140 $308M 4.32% -129,796 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,857,553 $304M 0.44% +116,342 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,821,786 $301M 3.42% -55,904 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,754,095 $297M 2.41% +428,381 13F-HR Timeline Group Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 4,714,850 $295M 5.04% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,694,360 $293M 1.13% +102,980 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,662,433 $291M 0.52% +577,669 13F-HR/A Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,604,747 $288M 19.85% +30,151 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 4,321,161 $286M 0.91% -35,526 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 4,575,987 $286M 6.09% +1,823,000 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,562,001 $285M 2.29% -73,884 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,455,575 $278M 1.61% +199,156 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,308,564 $275M 9.56% +369,783 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,383,551 $274M 11.5% +120,221 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 4,366,497 $273M 40.82% -20,094 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,165,019 $260M 3.3% +155,493 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,142,828 $259M 6.07% +79,929 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,876,842 $242M 0.32% +420,627 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,840,165 $240M 1.81% 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,812,926 $238M <0.01% +3,498,764 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,799,257 $237M +172,804 Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,763,436 $235M 11.62% -21,360 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,710,957 $232M 1.32% +173,829 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,658,192 $229M 14.14% +1,177,377 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,630,720 $227M 1.39% +13,298 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,589,070 $224M 5.05% -107,175 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,579,131 $224M 0.51% -20,833 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,549,570 $222M 6.13% +185,456 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,479,727 $217M 9.09% +116,608 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 3,385,845 $212M 38.26% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,254,229 $209M 0.28% +36,075 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,210,182 $201M 0.13% +2,934,104 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,148,531 $197M 0.53% +104,259 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,128,031 $195M 0.52% -212,321 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,081,773 $193M 0.2% +2,220,295 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,037,258 $190M 1.33% +574,066 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 2,925,381 $183M 16.76% +180,581 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,819,462 $176M 0.1% -77,477 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,812,424 $176M 7.9% +42,085 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,799,343 $175M 5.29% +43,922 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,785,505 $174M 5.16% +32,714 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 2,746,278 $172M 5.02% +58,410 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,615,643 $163M 1.75% +600,635 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,562,638 $160M 2.06% -76,800 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,482,285 $155M 2.67% +304,803 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,481,695 $155M 9.49% +49,542 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,447,979 $153M 1.3% +281,172 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,431,969 $152M 1.11% +87,751 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,427,295 $152M 2.62% +81,764 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 2,347,487 $147M 39.02% 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,341,248 $146M 15.18% +159,853 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,329,131 $146M 0.53% +167,362 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,282,614 $143M 9.03% +169,633 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 2,277,980 $142M 0.02% +1,229,628 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 2,275,100 $142M 0.85% new 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,226,081 $139M 8.09% +22,188 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,221,405 $139M 7.58% +15,945 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,221,205 $139M 7.05% +317,870 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,188,111 $137M 0.65% 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,162,844 $135M 3.81% +115,839 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,155,133 $135M 4.58% +98,177 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,110,603 $132M 2.65% -47,688 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 2,110,333 $132M 5.66% +59,383 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,044,257 $128M 2.46% +177,235 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,031,147 $127M 2.19% -596,719 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,025,712 $127M 1.03% +122,736 13F-HR Timeline JABODON PT CO More: the full row for JABODON PT CO 1,976,178 $123M 16.34% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,964,506 $123M 2.04% +103,290 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,953,361 $122M +211,891 Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,944,094 $121M 9.2% +29,885 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,916,820 $120M 0.74% +268,727 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,851,395 $116M 0.46% +32,670 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,822,448 $114M 2.09% +23,943 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,798,331 $112M 0.91% -4,889,500 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,797,699 $112M 0.48% +52,350 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,770,112 $111M 7.39% -821 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,740,735 $109M 1.46% +174,110 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 1,735,240 $108M 2.14% +111,502 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,705,959 $107M 0.07% -2,956,114 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,662,448 $104M 0.45% +93,387 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,647,863 $103M 8.52% +19,590 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,611,305 $101M 5.88% +22,344 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 1,608,390 $100M 5.01% +60,594 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,585,564 $99.1M 1.24% +104,650 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,583,314 $98.9M 7.24% -54,617 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,576,808 $98.5M 2.39% +53,849 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,564,564 $97.7M 2.52% -33,214 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,544,139 $96.5M 1.42% -16,830 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,522,216 $95.1M 0.13% +418,888 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,501,374 $93.8M 0.04% +8,187 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,500,723 $93.8M 1.95% +1,088,014 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,494,152 $93.3M 5.85% +61,314 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,452,866 $90.8M 11.94% -20,321 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,431,087 $89.6M 8.01% +178,496 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,419,834 $88.9M 0.16% +675,953 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,418,311 $88.6M 0.72% +138,785 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,362,811 $87.4M 0.95% -11,657 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,396,767 $87.3M 15.34% +59,682 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,382,059 $86.3M 5.47% +30,479 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,341,636 $83.8M 0.49% -9,280 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,340,479 $83.7M 0.93% +36,156 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,329,679 $83.5M 1.06% -32,058 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,319,691 $82.4M 0.46% +65,056 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,314,164 $82.1M 1.03% +45,634 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,303,791 $81.4M 7.47% -47,869 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,285,360 $80.3M 10.11% -18,175 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,270,516 $79.4M 1.62% -35,907 13F-HR Timeline Wallington Asset Management, LLC More: the 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More: the full row for Compound Planning, Inc. 1,214,523 $75.9M 2.24% +3,789 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,189,476 $74.3M 4.02% +80,495 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,181,652 $74M 0.39% +350,374 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,180,706 $73.8M 3.21% +54,657 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,178,890 $73.6M 1.44% +85,008 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,178,750 $73.6M 1.55% +133,000 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,173,314 $73.3M 0.34% +210,424 13F-HR Timeline Inherent Management Corp. More: the full row for Inherent Management Corp. 1,171,437 $73.2M 37.55% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,161,767 $72.6M 8.75% +5,912 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,145,549 $71.6M 3.45% +74,500 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,144,197 $71.5M 4.21% +6,837 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 1,131,440 $70.7M 11.88% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,122,673 $70.1M 1.07% +6,198 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,114,111 $69.6M 6.95% -42,330 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,110,703 $69.4M 13.18% +8,676 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,101,503 $68.8M 11.61% -23,626 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,096,874 $68.5M 0.77% +850,579 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,089,937 $68.1M 4.3% +283,560 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,083,730 $67.7M 1.04% -38,605 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,053,011 $67.5M 1.4% +27,501 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 1,079,970 $67.5M 4.43% -19,285 13F-HR Timeline Group