VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 32,526,438 $17.5B +2,522,177 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 26,415,302 $14.2B 5.26% 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,912,537 $12.9B 1.19% +504,722 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,582,637 $12.7B 1% -342,199 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 22,807,505 $12.3B 0.86% +784,274 13F-HR/A Timeline Group California Public Employees Retirement … More: the full row for California Public Employees Retirement System 17,080,007 $9.2B 6.16% new 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,397,222 $7.76B -468,963 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,851,773 $6.92B 1.33% +614,281 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,387,695 $5.06B 4.81% +302,888 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 8,148,052 $4.39B 42.55% +6,578 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,436,603 $2.93B 1.19% +982,201 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,084,100 $2.74B 0.66% +490,046 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,694,901 $2.53B 0.65% +666,900 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 4,602,090 $2.48B +1,127,878 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,559,601 $2.46B 0.53% +1,234,870 13F-HR Timeline Group Kedalion Capital Management LLP More: the full row for Kedalion Capital Management LLP 4,500,279 $2.42B 98.32% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,981,647 $2.15B 5.23% -180,539 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,927,453 $2.12B +426,055 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 3,402,904 $1.83B 0.34% +1,984,281 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,139,131 $1.69B 4.59% -13,268 13F-HR Timeline Group National Mutual Insurance Federation of… in group National Mutual Insurance Fed… More: the full row for National Mutual Insurance Federation of Agricultural Cooperatives 2,925,650 $1.58B 13.51% 0 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 2,551,834 $1.39B +308,510 Timeline NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2,470,886 $1.33B +128,064 Timeline E-L Financial Corp Ltd More: the full row for E-L Financial Corp Ltd 1,653,561 $1.28B 100% -99 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,321,591 $1.25B 12.37% +1,391,891 13F-HR Timeline Group Investure, LLC More: the full row for Investure, LLC 2,139,030 $1.15B 68.22% +361,925 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,121,057 $1.14B 1.56% +120,409 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,108,312 $1.14B 1.09% -5,829 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2,091,188 $1.13B 2.41% +1,644,778 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,006,364 $1.08B 1.7% -53,344 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,904,550 $1.03B 32.85% +729,433 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,851,218 $997M 3.33% +3,476 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,743,203 $939M 0.37% +40,301 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,701,916 $917M 4.05% +249,640 13F-HR Timeline Group FJ Investments, LLC More: the full row for FJ Investments, LLC 1,659,661 $894M 85.15% +10,366 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,656,638 $893M 7.55% -58,036 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,571,491 $847M 16.41% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,538,644 $829M +47,052 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,492,119 $804M +144,311 Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,476,785 $796M 4.06% +86,499 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,472,106 $793M 0.39% +438,892 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,456,308 $785M 0.82% +216 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,436,758 $774M 1.13% +94,720 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 1,418,181 $764M 76.9% 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,384,423 $746M 6.72% +78,260 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,351,949 $728M 24.85% +4,701 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,345,391 $725M 1.52% +74,774 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,326,999 $715M -32,409 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,262,187 $680M 0.66% +7,713 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,259,732 $679M 56.37% +60,061 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,257,877 $678M 13.82% +469,750 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,239,165 $670M 0.64% +94,716 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,173,138 $632M 9.62% +27,722 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,243,080 $632M 1.05% -539,290 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,171,516 $631M 6.27% +7,949 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 1,153,704 $622M 40.84% +86,013 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,141,571 $615M 1.59% +42,827 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,132,544 $610M 22.48% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,057,742 $570M 0.5% +7,805 13F-HR Timeline Group Pandi, LLC More: the full row for Pandi, LLC 1,055,926 $569M 85.01% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,024,940 $552M 1.58% -84,549 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 977,070 $526M 39.68% -35,488 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 948,720 $511M 20.45% +75,017 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Call To Action Foundation More: the full row for Call To Action Foundation 905,775 $488M 100% +5,657 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 905,181 $488M 21.23% +111,671 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 898,506 $484M 0.16% +174,438 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,035,905 $477M 1.07% +210,546 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 878,867 $474M 0.91% -15,527 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 877,848 $473M 17.31% -1,556 13F-HR Timeline Group CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 874,652 $471M 5.14% -1,936 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 849,853 $458M 0.56% +190,532 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 820,927 $442M -14,309 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 820,280 $442M 0.72% -5,038 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 813,178 $438M 10.68% +3,885 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 800,436 $431M 0.83% +32,099 13F-HR/A Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 775,146 $418M 0.21% +368,686 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 772,879 $416M -39,041 Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 757,614 $408M 23.93% -211,368 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 757,409 $408M 0.69% +4,291 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 740,112 $401M 0.73% +19,659 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 744,259 $401M 1.45% +123,425 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 741,114 $401M +718,069 Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 742,170 $400M 0.32% -7,822 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 722,007 $389M 1.28% -24,840 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 718,286 $387M 1.13% +77,181 13F-HR/A Timeline NEPC LLC More: the full row for NEPC LLC 709,881 $382M 10.27% +112,366 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 697,910 $376M 7.33% -26,102 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 665,703 $359M 1.24% +51,257 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 663,141 $357M +101,296 Timeline TRB Advisors LP More: the full row for TRB Advisors LP 650,000 $350M 58.28% -50,000 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 638,732 $344M 35.2% -10,865 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 633,832 $342M 0.64% +79,751 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 632,245 $341M 13.74% -127 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 653,408 $335M 8.85% 13F-HR Timeline New York Life Investment Management LLC group of 2 filers holding More: the full row for New York Life Investment Management LLC 621,798 $335M +86,365 Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 618,127 $333M 2.91% new 13F-HR Timeline GLOBE LIFE INC. More: the full row for GLOBE LIFE INC. 599,183 $323M 90.1% -5,000 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 594,396 $320M 11.42% +11,683 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 567,320 $306M 1.17% +6,853 13F-HR Timeline Group SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 558,474 $301M 16.78% -10,126 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 550,563 $297M 20.82% -44,300 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 546,796 $295M 3.27% +29,953 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 539,217 $291M 4.5% -14,261 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 540,912 $289M 4.88% +449,035 13F-HR Timeline Group Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 535,035 $288M 4.28% +533,896 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 532,326 $287M 0.01% +315,328 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 526,091 $283M 37.83% -194 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 523,242 $282M 16.64% -2,290 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 523,233 $282M 1.77% +504,046 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 519,543 $280M 7.71% -296,753 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 515,009 $277M 1.01% -28,630 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 509,121 $274M 47.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 507,298 $273M 6.48% +9,999 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 503,325 $271M -13,304 Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 499,775 $269M 0.85% +3,978 13F-HR Timeline Group Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 494,570 $266M 54.87% +91,517 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 490,500 $264M 40.88% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 487,817 $263M 0.77% +4,820 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 486,952 $262M 11.1% -36,576 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 486,563 $262M 1.58% -18,694 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 485,738 $262M 0.34% -2,951 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 483,192 $260M 18.91% +31,848 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 467,068 $252M 7.44% +6,240 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 464,925 $251M 36.36% +2,892 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 462,417 $249M 0.84% +3,010 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 462,099 $249M 10.5% +8,730 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 459,751 $248M 2.2% +43,399 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 458,269 $247M 0.12% -19,216 13F-HR/A Timeline Group Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 444,000 $239M 10.89% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 425,003 $229M 1.1% +15,647 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 422,048 $227M 11.33% -4,448 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 410,649 $225M 1.37% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 412,478 $222M 0.01% +32,021 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 397,182 $214M 0.34% +30,987 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 395,201 $213M 2.98% +23,994 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 387,696 $209M 6.72% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 382,679 $206M 0.57% +64,518 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 382,027 $206M 6.34% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 371,333 $200M 7.12% +31,638 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 370,000 $199M 0.71% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 368,773 $199M 0.03% +15,412 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 367,790 $198M 27.99% -26,950 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 366,082 $197M 14.99% +14,955 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 359,247 $197M 0.38% -1,589 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 364,285 $196M 18% +13,689 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 363,818 $196M 42.33% -365 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 352,242 $196M 1.24% -13,167 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 363,064 $196M 1.66% -13,399 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 361,945 $195M 6.09% -22,410 13F-HR Timeline Group AXIS CAPITAL HOLDINGS LTD More: the full row for AXIS CAPITAL HOLDINGS LTD 360,441 $194M 83.93% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 360,055 $194M 15.54% +19,828 13F-HR Timeline American Trust More: the full row for American Trust 358,751 $193M 14.71% +5,543 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 357,846 $193M 10.68% -14,827 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 359,180 $192M 3.89% -1,004 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 355,598 $192M -6,329 Timeline Powers Capital, LLC More: the full row for Powers Capital, LLC 350,822 $189M 99.12% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 349,672 $188M 1.38% +1,964 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 345,413 $186M 2.38% -22,792 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 344,955 $186M 3.34% -146,047 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 338,793 $183M 2.5% +360 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 337,264 $182M 0.03% +251,714 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 336,579 $181M 3.87% +34,024 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 325,626 $175M 1.38% +10,403 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 324,125 $175M 1.69% +13,575 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 323,755 $174M 5.01% +46,892 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. 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