BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 198,676,662 $12.7B 0.93% -7,081,361 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 137,930,799 $8.84B 16.74% -657,567 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 120,418,397 $7.72B 5.23% -3,756,634 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 88,360,787 $5.66B -70,108 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 84,618,722 $5.42B 0.33% -5,872,316 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 64,148,091 $4.11B 2.53% +2,261,756 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 61,389,203 $3.93B 0.78% -2,925,138 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 57,686,964 $3.7B 8.11% -998,618 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 53,670,869 $3.44B 0.45% +1,720,572 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 54,998,602 $3.42B 1.64% +2,090,116 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 49,481,329 $3.17B 27.48% -57,544 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 47,313,421 $3.03B 0.57% +5,041,973 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 35,738,763 $2.29B 3.39% +894,577 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,566,989 $2.28B 2.66% +2,569,595 13F-HR Timeline Group Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 33,378,857 $2.09B +5,635,318 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 32,329,953 $2.07B 3.62% +2,163,532 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 31,330,370 $2.01B +3,661,683 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 27,795,967 $1.78B 0.47% -745,681 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 26,907,518 $1.72B 0.23% -1,316,865 13F-HR Timeline Group VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 25,363,822 $1.63B +25,333,584 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 24,732,041 $1.58B 1.46% -937,194 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 21,484,114 $1.38B 2.15% +1,370,022 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 21,127,620 $1.35B 30.13% +1,347,044 13F-HR Timeline TIAA group of 5 filers holding More: the full row for TIAA 21,017,327 $1.35B +409,908 Timeline Cerity Partners LLC group of 3 filers holding More: the full row for Cerity Partners LLC 20,752,527 $1.33B +1,124,712 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,771,525 $1.07B 1.5% -243,149 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 15,686,207 $1.01B 0.31% +1,407,811 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 15,567,374 $998M 0.05% -38,525 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,645,905 $971M 0.07% +1,365,928 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,612,210 $936M 10.25% -752,906 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,562,701 $933M 7.33% +980,768 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,258,098 $914M 0.21% +1,698,957 13F-HR/A Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 13,952,816 $894M 15.49% +508,137 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 13,176,389 $844M 0.16% -914,724 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 12,874,922 $825M 19.04% +106,128 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,151,204 $779M 9.25% +220,266 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,530,530 $769M 0.93% +118,768 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,686,674 $749M 0.79% +594,620 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,948,174 $702M 5.28% -106,832 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,869,572 $697M 10.2% +2,911,826 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 9,907,011 $635M 0.55% -1,651,127 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,538,714 $611M 0.21% +70,693 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 9,457,821 $606M 9.67% +311,068 13F-HR/A Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,303,611 $596M 6.32% -186,068 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 9,070,112 $581M +489,267 Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,820,433 $554M 11.3% +53,796 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,136,420 $521M 3.39% +103,705 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. 8,084,586 $518M 0.3% -419,021 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,080,270 $518M 0.48% -911,080 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,762,066 $497M 0.53% +77,930 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,600,217 $487M 1.35% -746,396 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 7,398,667 $474M 9.01% +70,372 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 6,848,135 $439M 8.28% -642,521 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,772,115 $431M 0.58% 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 6,275,829 $402M 11.07% +70,996 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,255,187 $401M 1.46% -28,408 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,765,769 $369M +1,966,512 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,891,488 $368M 0.12% +626,671 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,669,825 $363M 1.19% +7,816 13F-HR/A Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,345,932 $343M 4.11% -159,700 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,338,767 $342M 1.36% +644,407 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,300,718 $340M 0.69% +32,637 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,017,663 $322M 4.48% +91,523 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,740,776 $322M 10.37% +432,212 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,975,739 $319M 0.47% +118,186 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,969,772 $318M 1.69% +1,932,514 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,966,270 $318M -822,812 Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,841,404 $310M 2.26% +87,309 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,776,066 $306M 3.62% -45,720 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 4,763,933 $305M 2.59% +201,932 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,762,512 $305M 0.54% +100,079 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,719,883 $302M 0.13% +3,218,509 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,624,277 $296M 1.68% +168,702 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,557,340 $292M 19.66% -47,407 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 4,487,383 $288M 5.72% -88,604 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,430,181 $284M 3.85% +265,162 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 4,294,262 $275M 37.42% -72,235 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,397,138 $273M 11.18% +4,372,749 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 4,222,808 $271M 0.91% -98,353 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,110,119 $263M 0.36% +233,277 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,102,415 $263M 6.27% -40,413 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,066,994 $261M <0.01% +254,068 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,957,635 $254M 1.94% +117,470 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,896,828 $250M 11.11% -486,723 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,862,086 $247M 0.71% +713,555 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,809,462 $244M 1.18% +98,505 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,654,573 $234M 15.59% -3,619 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,649,530 $234M 6.45% +99,960 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,572,615 $229M 1.39% -58,105 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,513,752 $225M 9.3% +34,025 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,462,023 $222M 0.57% +333,992 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,460,078 $222M 0.55% -119,053 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,455,184 $221M 4.94% -133,886 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 3,410,358 $219M 0.14% +590,896 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,362,729 $218M 0.65% +1,445,909 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,219,453 $210M 1.98% +603,810 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,067,085 $197M 10.29% -696,351 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,948,244 $189M 5.75% +162,739 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 2,913,636 $187M 15.46% -11,745 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,834,008 $182M 5.41% +34,665 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,783,625 $178M 7.88% -28,799 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,669,304 $171M 4.79% +506,460 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 2,653,608 $170M 4.92% -92,670 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,592,872 $166M 10.04% +111,177 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,590,950 $166M 2.95% +108,665 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,570,908 $165M 2.03% +8,270 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,557,181 $164M 15.39% +215,933 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,539,753 $163M 2.33% +508,606 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 2,449,723 $157M 15.42% new 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,416,424 $155M 1.32% -15,545 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,395,141 $153M 1.29% -52,838 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,386,846 $153M 2.63% -40,449 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,337,244 $150M 7.93% +115,839 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,336,037 $150M 2.51% +371,531 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,305,373 $148M 9.56% +22,759 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,300,281 $147M 5.05% +145,148 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,296,726 $147M 0.53% -32,405 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,257,880 $145M 2.67% +213,623 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,257,633 $145M 7.64% +36,428 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,247,545 $144M 6.96% +21,464 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,237,745 $143M 0.7% +49,634 13F-HR Timeline Group Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 2,227,000 $143M 3.37% -2,487,850 13F-HR Timeline JABODON PT CO More: the full row for JABODON PT CO 2,203,616 $141M 16.41% +227,438 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,187,334 $141M 0.31% -1,066,895 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,182,786 $140M 1.13% +157,074 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 2,176,727 $139M 44% -170,760 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/ 2,172,361 $139M 0.14% -909,412 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 2,152,149 $138M 5.71% +41,816 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,128,027 $136M +174,666 Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,098,908 $134M 2.72% -11,695 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 2,084,557 $134M 0.02% -193,423 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,064,817 $132M 0.57% +267,118 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,039,445 $131M 1.89% +1,780,871 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,017,148 $129M 1.8% +276,413 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,982,081 $127M 9.48% +37,987 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,960,679 $126M 3.84% +910,882 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,960,335 $126M 0.13% -5,066,981 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,952,611 $125M 0.08% +246,652 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,936,398 $124M 0.79% new 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,740,478 $121M 1.8% +5,238 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 1,890,946 $121M 2.64% +390,223 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,839,884 $118M 2.35% +17,436 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,798,331 $115M 1.01% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,777,177 $114M 1.41% +436,698 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,741,699 $112M 7.36% -28,413 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,723,173 $110M 0.49% +60,725 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,701,316 $109M 9.07% +53,453 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,644,980 $105M 0.51% +325,289 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 1,629,166 $104M 1.3% +43,602 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,589,892 $102M 5.92% -21,413 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,589,470 $102M 0.17% +67,254 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,577,008 $101M 2.35% +200 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,559,457 $99.9M 0.91% +1,303,244 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,554,661 $99.6M 2.71% -9,903 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,554,354 $99.6M 1.43% +10,215 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,525,106 $99.3M 1.12% +162,295 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,544,563 $99M 6.1% +50,411 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,502,484 $96.3M 9.37% +71,397 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,457,328 $93.4M 1.84% +278,438 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,445,106 $92.6M 12.05% -7,760 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,416,937 $90.8M 0.68% -1,374 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,398,364 $89.6M 15.21% +1,597 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 1,380,471 $88.5M 0.07% +145,844 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,380,121 $88.4M 5.65% -1,938 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,360,500 $87.2M 1.04% +263,626 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,349,511 $86.5M 0.41% +176,197 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,343,652 $86.1M 4.68% +154,176 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,335,202 $85.6M 1.09% +21,038 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,333,248 $85.4M 1.05% +3,569 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,321,214 $84.9M 0.42% +139,562 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,272,621 $81.5M 0.32% +22,688 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,275,510 $81.5M 0.16% -144,324 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,259,848 $80.7M 7.94% -43,943 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,253,147 $80.3M 10.67% -14,992 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,253,008 $80.3M 10.37% -5,418 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,250,000 $80.1M 2.93% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,240,204 $79.5M 10.26% -45,156 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,220,992 $78.2M 1.64% -49,524 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,211,578 $77.6M 0.87% +628,701 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,210,939 $77.6M 3.71% +65,390 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,208,409 $77.4M 11.28% -37,526 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 1,194,817 $76.6M 3.69% -413,573 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,192,727 $76.4M 4.99% +102,790 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,185,979 $76M 3.18% +5,273 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 $75.5M 1.58% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,174,605 $75.3M 11.6% -81,825 13F-HR Timeline Inherent Management Corp. More: the full row for Inherent Management Corp. 1,171,437 $75.1M 38.15% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,169,707 $75M 7.31% -79,537 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,158,201 $74.2M 0.35% -183,435 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,157,964 $74.2M 9.37% -3,803 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,151,187 $73.8M 0.03% +191,458 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 1,139,233 $73M 0.62% -126,704 13F-HR Timeline Group Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,138,775 $73M +178,849 Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 1,131,440 $72.5M 12.86% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,128,295 $72.3M 7% +14,184 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,128,273 $72.3M 1.11% +44,543 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,127,898 $72.3M 4.84% +115,877 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,127,248 $72.2M 12.89% +77,360 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,122,493 $71.9M 4.45% -21,704 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,103,762 $71.9M 1.48% +50,751 13F-HR Timeline