VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 34,464,183 $17.7B +1,937,745 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 29,230,561 $15B 1.14% +5,647,924 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 26,653,704 $13.7B 5.16% +238,402 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,557,361 $12.6B 1.12% +644,824 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,942,196 $12.3B 0.88% +1,134,691 13F-HR Timeline Group California Public Employees Retirement … More: the full row for California Public Employees Retirement System 21,952,154 $11.3B 7.88% +4,872,147 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,601,691 $6.99B -795,531 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,225,319 $6.8B 1.29% +373,546 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,685,240 $5.46B 4.89% +1,297,545 13F-HR/A Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 8,447,578 $4.34B 41.64% +299,526 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,670,710 $2.91B 1.13% +234,107 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,171,235 $2.66B 0.72% +476,334 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,151,276 $2.65B 0.64% +67,176 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 5,050,823 $2.6B +448,733 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,284,070 $2.2B 5.05% +302,423 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,218,957 $2.17B +291,504 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,308,527 $1.7B 0.38% -1,251,074 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,152,657 $1.62B 4.45% +13,526 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3,072,088 $1.58B +601,202 Timeline 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 $1.5B 13.51% 0 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 2,789,453 $1.43B 14.83% +1,405,030 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,593,096 $1.33B 1.01% +484,784 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. 2,528,900 $1.29B -22,934 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,388,198 $1.23B 2.01% +1,145,118 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,387,112 $1.23B 1.67% +266,055 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,384,296 $1.23B 35.17% +479,746 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,351,556 $1.21B 7.22% +1,180,040 13F-HR Timeline E-L Financial Corp Ltd More: the full row for E-L Financial Corp Ltd 1,479,866 $1.09B 100% -173,695 13F-HR Timeline Kedalion Capital Management LLP More: the full row for Kedalion Capital Management LLP 2,053,650 $1.06B 42.35% -2,446,629 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,040,819 $1.05B 1.68% +34,455 13F-HR Timeline Group FJ Investments, LLC More: the full row for FJ Investments, LLC 1,896,601 $975M 87.5% +236,940 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,816,302 $933M 17.41% +244,811 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,799,132 $925M 3.12% -52,086 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,761,175 $905M 18.25% +503,298 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 1,697,776 $873M 57.69% -441,254 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,692,368 $870M 3.77% -9,548 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,645,585 $846M 7.25% -11,053 13F-HR Timeline Group Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 1,612,320 $829M 66.32% +194,139 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,564,531 $804M +25,887 Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,554,969 $799M 4.29% +78,184 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,531,127 $787M 0.34% -212,076 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,510,438 $776M 1.1% +73,680 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,479,081 $760M 0.81% +22,773 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,463,553 $752M -28,566 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,454,612 $748M 1.45% +109,221 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 1,448,563 $738M 10.37% +913,528 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,429,752 $735M +102,753 Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,392,132 $715M 24.13% +40,183 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,377,212 $703M 0.71% +138,047 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,321,307 $679M 0.64% +59,120 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,290,723 $663M 57.05% +30,991 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,259,835 $647M 0.34% -212,271 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,204,960 $619M 0.59% +147,218 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,167,420 $600M 9.31% -5,718 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,142,911 $587M 1.45% +1,340 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,132,544 $582M 22.23% 0 13F-HR Timeline Pandi, LLC More: the full row for Pandi, LLC 1,084,701 $557M 85.61% +28,775 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,067,483 $549M 1.38% +42,543 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,039,498 $534M 20.3% +90,778 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,002,112 $515M 0.19% +103,606 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,000,260 $515M 1.15% -35,645 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 938,020 $482M 1.6% +216,013 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 915,148 $470M 4.84% new 13F-HR Timeline Call To Action Foundation More: the full row for Call To Action Foundation 908,416 $467M 100% +2,641 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 907,351 $466M 22.38% +2,170 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 871,042 $448M 17.4% -6,806 13F-HR Timeline Group CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 866,949 $446M 5.65% -7,703 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 860,550 $442M 0.85% -18,317 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 851,475 $438M 0.54% +1,622 13F-HR/A Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 833,658 $428M +12,731 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 807,691 $415M 0.79% +7,255 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 804,143 $413M 1.72% +59,884 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 798,474 $410M 16.22% +558,829 13F-HR/A Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 798,239 $410M 10.15% -14,939 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 788,754 $405M 0.73% -31,526 13F-HR Timeline Group Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 788,952 $403M 1.84% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 782,836 $402M 0.67% +25,427 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 778,921 $400M 11.08% +69,040 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 762,684 $392M 1.05% +44,398 13F-HR Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 749,448 $385M 39.76% +464,592 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 742,651 $382M 0.71% +108,819 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 732,330 $376M 0.32% -9,840 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 729,689 $375M 7.4% +31,779 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 724,788 $372M 6.3% +205,245 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 714,231 $367M 1.22% +48,528 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 703,685 $362M +40,544 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 694,413 $357M -78,466 Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 771,008 $352M 0.74% +30,896 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 683,684 $351M 0.07% -2,719,220 13F-HR Timeline Group Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 651,676 $335M 63.09% +157,106 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 618,127 $317M 2.78% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 617,331 $317M 13.93% -14,914 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 612,462 $315M 31.8% -26,270 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 612,455 $315M 1.07% +600,000 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 603,561 $310M 11.38% +9,165 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 595,694 $306M 3.44% +48,898 13F-HR Timeline GLOBE LIFE INC. More: the full row for GLOBE LIFE INC. 591,983 $304M 89.41% -7,200 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 572,570 $294M 5.2% +31,658 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 563,876 $290M 4.37% +24,659 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,584,082 $286M 7.22% +930,674 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 551,880 $284M 1.14% -15,440 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 549,522 $282M 20.31% -1,041 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 536,972 $276M 16.37% +13,730 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 530,707 $273M 34.85% +4,616 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 529,000 $272M 12.91% +85,000 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 518,199 $266M 0.01% -14,127 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 511,764 $263M 6.91% +4,466 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 509,121 $262M 50.33% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 502,081 $258M 10.63% +15,129 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 500,951 $257M 1.53% +14,388 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 495,084 $254M 16.1% -63,390 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 492,784 $253M 19.02% +9,592 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 492,665 $253M 0.25% +185,613 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 490,500 $252M 39.78% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 489,958 $252M 0.91% -9,817 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 482,425 $248M 0.33% -3,313 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 471,716 $242M -31,609 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 470,732 $242M 3.08% new 13F-HR/A Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 469,543 $241M 0.11% +11,274 13F-HR/A Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 461,828 $237M 10.52% -271 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 461,800 $237M 7.69% -5,268 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 459,989 $236M 0.69% -27,828 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 457,492 $235M 1.18% +32,489 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 451,144 $232M 0.84% -11,273 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 449,785 $231M 0.04% +112,521 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 448,818 $231M 0.01% +36,340 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 440,684 $226M 10.62% +360,979 13F-HR Timeline AXIS CAPITAL HOLDINGS LTD More: the full row for AXIS CAPITAL HOLDINGS LTD 432,675 $222M 96.16% +72,234 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 423,381 $218M 1.92% -36,370 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 418,149 $215M 10.78% -3,899 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 414,913 $213M 1.46% new 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 410,649 $211M 1.37% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 410,508 $211M 2.91% +15,307 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 405,238 $208M 1.46% +52,996 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 400,517 $206M 15.99% +40,462 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 400,001 $206M 0.78% new 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 395,536 $204M 0.35% -1,646 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 393,640 $202M 7.82% +31,695 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 385,296 $198M 6.38% -2,400 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 385,093 $198M 0.56% +2,414 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 383,934 $197M 3.52% +379,831 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 381,426 $196M 6.54% -601 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 379,096 $195M 7.29% +7,763 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 375,086 $193M -246,712 Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 367,680 $189M 17.37% +3,395 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 359,804 $188M 3.8% +624 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 363,987 $187M 0.03% -4,786 13F-HR Timeline Group WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 363,818 $187M 44.5% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 363,746 $187M 1.49% +39,621 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 363,214 $187M 10.19% +5,368 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 362,968 $187M 7.26% +250,415 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 360,223 $185M 2.77% +15,268 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 355,535 $183M 1.54% -7,529 13F-HR Timeline Powers Capital, LLC More: the full row for Powers Capital, LLC 355,502 $183M 99.19% +4,680 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 355,492 $183M 14.48% -10,590 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 355,407 $183M 5.22% +31,652 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 354,793 $182M 3.88% +18,214 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 353,059 $181M 1.35% +3,387 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 340,778 $175M 26.56% -27,012 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 313,425 $172M 0.38% -45,822 13F-HR/A Timeline Group West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 325,816 $167M 57.12% +28,275 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 325,262 $167M 10.39% +21,028 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 325,125 $167M 2.46% +9,149 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 323,698 $166M 2.58% -15,095 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 317,800 $163M 6.65% +23,000 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 315,877 $162M 2.08% -29,536 13F-HR Timeline Monashee Investment Management LLC More: the full row for Monashee Investment Management LLC 313,010 $161M 19.04% +7,200 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 310,415 $160M 15.78% +77,450 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 308,613 $159M 6.37% +6,136 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 302,983 $156M 1.84% -6,249 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 302,535 $155M 4.76% +99,177 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 300,239 $154M 0.93% +3,667 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 295,838 $152M 26.77% +13,052 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 294,980 $152M 2.79% +205,500 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 294,500 $151M 16.07% +154,659 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 294,150 $151M 0.58% -220,859 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 294,132 $151M 15.67% +12,698 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 293,479 $151M 0.22% -4,871 13F-HR Timeline Group Fairfield University More: the full row for Fairfield University 293,147 $151M 77.26% -5,527 13F-HR Timeline William Marsh Rice University More: the full row for William Marsh Rice University 292,340 $150M 63.42% +47,631 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 291,926 $150M 3.78% +73,386 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 291,311 $150M 0.45% +36,277 13F-HR Timeline First American Financial Corp More: the full row for First American Financial Corp 290,906 $149M 55.54% -20,025 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 290,100 $149M 13.36% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 289,989 $149M 7.08% +23,761 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 288,860 $148M 7.85% +15,677 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 287,048 $148M 10.44% -6,249 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 285,979 $148M 3.77% +41,744 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 281,958 $145M 24.25% -8,684 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 281,899 $145M 10.02% +6,027 13F-HR Timeline Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 279,500 $144M 47.72% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 277,385 $143M 1.66% +43,723 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 277,296 $143M 0.06% +106,380 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 276,642 $142M -78,956 Timeline First Western Trust Bank More: the full row for First Western Trust Bank 276,459 $142M 6.8% +2,377 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 273,369 $140M 0.33% +34,584 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 273,257 $140M 0.7% +15,439 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 270,555 $139M 12.26% -730 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 266,990 $137M 17.66% -2,887 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 265,409 $136M 1.45% +42,561 13F-HR Timeline